Quick Project Benefits Documentation Workbook

Author(s): Abiella Schneider-Friedman, David Yackness, Liam Grue

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This tool can be used to document benefits for IT projects. This quick version does not require you to input numeric or financial benefit metrics. You can simply estimate current and target satisfaction with a particular metric on a scale of your choosing. One workbook should be created for each new project. This workbook should be used to:

  • Link benefits to standard KPIs to ensure alignment between project outcomes and organizational objectives.
  • Assign ownership for each benefit.
  • Adjust benefit metrics and targets over time to reflect changes.
  • Keep a history of benefit-impacting change requests.

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