Project Benefits Documentation Workbook

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

This tool can be used to document benefits for IT and business projects. 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.