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.