Portfolio Benefits Tracking Tool

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

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Use the portfolio tracking tool to track benefits realization for the entire portfolio in a single location:

  • Collate the benefits of all the projects 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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