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The purpose of the APMG International Managing Benefits™ guidance and certification scheme is to provide managers and practitioners from multiple disciplines, working in a variety of organisations, with generally applicable guidance encompassing benefits management principles, practices and techniques.  This is an APMG International guidance and has been carefully designed to complement existing Best Practice in portfolio, programme and project management such as PRINCE2®, MSP®, P3O® & MoP®. It consolidates existing guidance on benefits management into one place, while expanding on the specific practices and techniques aimed at optimizing benefits realization. Project and Programme management experience is not required for this training.

The course is suitable for

• Strategic decision makers
• Directors and vice presidents of business units
• Senior management teams
• Project managers
• Program managers
• Consultants and contractors
• Managers and their teams in PMOs

Pre-requisites

There are no official pre-requisites for the foundation level. A pass in the foundation level is required to sit the practitioner exam.

Benefits

The Managing Benefits training provides an overview of benefits management - what it is, the case for doing it, and some common misconceptions that can limit its effectiveness in practice; descriptions of the seven principles upon which successful approaches to benefits management are built, and examples of how they can be/have been applied in practice; guidance on how to apply benefits management at a portfolio level, as well as at an individual project or programme level; details of the five practices in the Benefits Management Cycle and examples of how they can be/have been applied in practice; and advice on how to get started in implementing effective benefits management practices and sustain progress.

Benefits are not simply just one aspect of project and programme management (PPM) - rather, they are the rationale for the investment of taxpayers’ and shareholders’ funds in change initiatives.

This certification is based on the official guidance "A Senior Manager's Guide to Managing Benefits" (2nd Edition).

Examinations

• Foundation exam - 40 minute multiple-choice closed-book examination with 50 questions (25 marks, 50% pass).
• Practitioner Exam - 2 and half hour objective style restricted open book examination with a total of 8 questions and 80 marks (40 marks, 50% pass)

Managing Benefits Foundation Level - 3 day -

Foundation level aims to measure whether a candidate understands the benefits management principles, practices, techniques, roles, responsibilities and documents, specifically to know and understand the:

• Definitions, scope and objectives of benefits management, barriers to its effective practice, and the key success characteristics
• Principles upon which successful approaches to benefits management are based
• Five practices contained within the Benefits Management Cycle and relevant techniques applicable to each practice
• Scope of key roles and responsibilities for benefits management and the typical contents of the main benefits management documentation
• Approaches to implementation and the factors to consider in sustaining progress.

Managing Benefits Practitioner Level - 2 day -

Practitioner level aims to confirm whether the candidate has achieved sufficient understanding of how to apply and tailor the guidance in a scenario situation. Specifically candidates should be able to:

• Plan the implementation of benefits management, select appropriate strategies to sustain and measure progress;
• Select and adapt principles, practices and techniques to suit different organisational environments;
• Identify activities that should be undertaken during each of the practices of the Benefits Management Cycle together with the accountabilities and responsibilities of each of the defined roles;
• Evaluate examples of benefits management information (documents);
•  Analyse the solutions adopted in relation to a given scenario.

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