Quick Portfolio Benefits Tracking Tool


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Use the Quick Portfolio Benefits Tracking Tool to track benefits realization for the entire portfolio in a single location. This quick version does not require hard data and allows you to track results based on estimated satisfaction with a particular metric. This tool will help you:

  • Collate the benefits of all the project in your portfolio. Document each project's benefit metrics and targets.
  • Collect and document metric measurements. After projects are complete, benefit owners will measure actual benefits realization. Record these results in the tool.
  • Assess results and flag lagging benefits for further investigation. The dashboard makes it easy to assess progress across projects and flag lagging benefits for further investigation. If a benefit is lagging, there may still be opportunity to close the gap and deliver expected value.

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Search Code: 76898
Published: September 2, 2014
Last Revised: February 5, 2015

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