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Articles & Case Studies

Read the following articles about benefits management:

Adobe PDF Logo Case Study - Dubai Customs

Adobe PDF Logo Theoretical Basis for Benefits Management - Problem or Solution

Adobe PDF Logo Benefits Realization (from the July edition of PM World Journal).

Adobe PDF Logo Benefits Management and the New Science?

Further articles and documents can be downloaded from the Managing Benefits Repository page.


Watch the Masterclass Managing Benefits video here

Presented by Chief Examiner Stephen Jenner, hosted by Global Project Performance in the Netherlands

Stay informed

Read our Managing Benefits blog posts for all the latest developments.

Managing Benefits™ Certification

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Managing Benefits LogoThe purpose of the Managing Benefits™ guidance and certification scheme is to provide managers and practitioners from multiple disciplines, working in a variety of organizations, with generally applicable guidance encompassing benefits management principles, practices and techniques. Managing Benefits 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.
  • 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.

Managing Benefits has been carefully designed to complement existing best practice in portfolio, programme and project management. It consolidates existing guidance on benefits management into one place, while expanding on the specific practices and techniques aimed at optimizing benefits realization.

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Why Certify?

The reason organizations and governments invest in projects and programmes is to realize benefits in terms of:

  • Increased revenue;
  • Efficiency savings;
  • Delivering a tangible contribution to a strategic objective or business priority;
  • Meeting a legal or regulatory requirement or to maintain business as usual.

Yet reports from professional bodies, audit agencies and academic research show that organizations in the public, private and third sectors continue to struggle in demonstrating a return on their investments in change.

The significance of this is even greater in a volatile economic climate where the failure to optimize benefits realization may also put future initiatives at risk as investors lose confidence in the organization’s ability to manage change.

Gaining a Managing Benefits certification can help you and your organization to address these concerns and achieve competitive advantage by fully realizing the benefits of your programmes and projects.

Who is it for?

The guidance is relevant to all sectors and types of project or programme, or what the guide refers to as ‘change initiatives’.

The target audience includes all those with a role in ensuring best use of funds by maximizing the benefits realized from change initiatives. This multi-disciplinary group includes:

  • Change leaders (e.g. senior responsible owners & directors of change)
  • Change initiators (e.g. strategic planners and policy leads)
  • Change appraisers and evaluators (e.g. business case developers and project appraisers)
  • Change implementers/enablers (e.g. portfolio, programme & project managers)
  • Change support staff (e.g. portfolio, programme & project office staff)

Benefits for Individuals

  • Enhanced professional competence through benefits management practices and techniques.
  • Ability to implement methods, including knowledge of management accountancy, behavioural finance, psychology, neuro-science and systems thinking.
  • Understanding of the seven principles upon which successful approaches to benefits management are built and applied to projects, programmes and portfolios. The guide provides a route map to adoption of more cost-effective techniques and practices.
  • Adept at forecasting realistic benefits to produce business cases which address business issues and objectives and provide a route to measure success.
  • Outline costs and benefits to drive business objectives.

Benefits for Organizations

  • Realize benefits to improve prospects in terms of investors, clients, revenue and efficiency levels regardless of professional discipline and type of organization.
  • Ability to demonstrate more efficient and effective practices through better use of available resources. This enhances an organization's ability to retain motivated and skilled change management staff and to attract investors.
  • Improved return on investment from change initiatives as more benefits are realised and sustained for longer.
  • Enhanced confidence on the part of regulators and funding agencies - so helping ensure continued funding for change.
  • Have an organization-wide understanding of the benefits a project or programme will produce and be able to measure when they are realized.

Foundation Level

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.

Exam Format

  • Multiple choice format
  • 50 questions per paper
  • 25 marks or more required to pass (out of 50 available) - 50%
  • 40 minutes duration
  • Closed-book.

Practitioner Level

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 organizational 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.

Exam Format

  • Objective testing
  • 8 questions per paper with 10 marks available per question
  • 40 marks or more required to pass (out of 80 available) - 50%
  • 2 ½ hours duration
  • Open book exam (Managing Benefits guide only).

Recommended Reading

The following titles are available from APMG-Business Books.


A Senior Manager's Guide to Managing Benefits


A Senior Manager's Guide to Managing Benefits - 2nd Edition


  Buy Now


Managing Benefits - Second Edition 2014


Managing Benefits - Second Edition 2014


  Buy Now


View/download our Managing Benefits Certification Overview Leaflet.