Benefits realisation plan template

# Benefits Realisation Plan

Use this companion view to plan benefits before entering them in the editable workbook.

## Six-step use

1. Define the benefit or disbenefit and name its beneficiary.
2. Set a dated baseline and target.
3. Name the benefit owner and measurement owner.
4. Link dependencies and assumptions to the benefit hypothesis.
5. Plan review points, evidence, and the next decision.
6. Retire honestly when the end condition is met or the case no longer holds.

## Plan fields

- **ID:**
- **Benefit / disbenefit:**
- **Beneficiary:**
- **Benefit hypothesis:**
- **Benefit owner:**
- **Measurement owner:**
- **Measure:**
- **Baseline:**
- **Baseline date:**
- **Target:**
- **Target date:**
- **Evidence / source:**
- **Key dependencies and assumptions:**
- **Intervention / change required:**
- **Review cadence:**
- **Current performance:**
- **Status:** Planned / On track / At risk / Delayed / Realised / Retired
- **Next decision or action:**
- **Decision owner:**
- **End condition / retirement rule:**

## Fictional example — replace or delete before use

- **ID:** EX-001
- **Benefit:** Eligible claims completed without assisted contact.
- **Beneficiaries:** Eligible claimants and service operations.
- **Benefit hypothesis:** Clearer eligibility guidance, evidence upload, and recovery routes will increase self-service completion while maintaining service quality.
- **Baseline:** 52% on 2026-07-01.
- **Target:** 70% on 2027-03-31.
- **Measure:** Percentage of eligible claims completed without assisted contact.
- **Evidence / source:** Service analytics, assisted-contact records, and a research sample.
- **Dependencies and assumptions:** Identity-service uptime, policy-wording approval, staff training, and a stable definition of an eligible claim.
- **Intervention:** Redesign eligibility guidance, evidence upload, and the recovery route; train service agents.
- **Review cadence:** Monthly during delivery and quarterly after handover.
- **Current performance:** Not yet measured.
- **Status:** Planned.
- **Next decision or action:** Approve the first operational baseline after beta; review the intervention if completion remains below 60% after two months.
- **End condition / retirement rule:** Retire after the target is reached for two consecutive quarters, the benefit is re-baselined with approval, or it is formally retired with a recorded rationale.

[Download the editable Excel workbook](/downloads/benefits-realisation-plan-template.xlsx).