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Managing Benefits® Foundation & Practitioner Training Course

Learn Benefit Management Principles, Practices & Techniques


Our 5-day Managing Benefits® Foundation & Practitioner training course enables managers and practitioners from various disciplines, working in a wide variety of organisations, to explore generally applicable benefits management principles, practices and techniques.

Please Note

You can book this course and hold it in credit until you have decided on a specific course date. Alternatively, please view our other course dates.
Exam Included
5 Days
£2695Excl. VAT

Course Outline

Managing Benefits® Foundation:

The foundation level aims to measure whether you understand 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:

The practitioner level aims to confirm whether you have achieved sufficient understanding of how to apply and tailor the guidance in a scenario situation. Specifically you 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.


Our practical benefits management tutors will help you throughout the course to:

  • Understand the definitions, scope and objectives of benefits management, barriers to its effective practice, and key success characteristics
  • Describe the seven principles on which successful approaches to benefits management are based, and demonstrate how these can be applied
  • Apply benefits management at portfolio level, as well as at project or programme level
  • Detail the five practices in the benefits management cycle and provide examples of the techniques applicable to each
  • Name the key roles and responsibilities for benefits management and the typical contents of the core documentation
  • Implement a benefits management approach and appreciate the factors that will sustain progress

About the Course

In advance of this Managing Benefits® Foundation & Practitioner training session you should:

  • Be familiar with the benefits management model (Page 9) and be able to list both the 7 principles (the columns) and the 5 practices (the top part of the diagram)
  • Be aware of the 9 themes that run throughout the book (Introduced - Pages 8-10)
  • Understand and be able to list the key success characteristics of benefits management (Page 10)
  • Understand the difference between the terms output, capability, outcome and benefit (Table 2.1 Page 17) and be able to provide effective examples from your own experience that are different from the ones in the table
  • Understand the benefits management objectives (Page 21)
  • Understand each of the Principles (Chapter 3)

Who Should Attend

  • 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)

Materials Provided

  • Full Materials Including Comprehensive Course Workbook
  • Highly Skilled and Knowledgeable Tutors
  • Refreshments

Organisational Benefits

  • Realise benefits to improve prospects in terms of investors, clients, revenue and efficiency levels regardless of professional discipline and type of organisation.
  • Ability to demonstrate more efficient and effective practices through better use of available resources. This enhances an organisation'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 organisation-wide understanding of the benefits a project or programme will produce and be able to measure when they are realised.

Individual Benefits

  • 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.


There are no formal prerequisites required to attend this course.


Prior to attending this course, you will be emailed the following prereading materials which have been extracted from the official APMG Managing Benefits manual:

1) Chapter 1 - Introduction
2) Chapter 2 - What is Benefits Management?
3) Chapter 3 - The Benefits Management Principles
4) Glossary

Exam Overview

Managing Benefits® Foundation Examination:

  • Multiple Choice Format
  • 50 Questions Per Paper
  • 25 Marks Or More Required To Pass (Out Of 50 Available) - 50%
  • 40 Minutes Duration
  • Closed-Book

Managing Benefits® Practitioner Examination:

  • 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 1/2 Hours Duration
  • Open Book Exam (Managing Benefits® Guide Only)

Exam Type

Classroom Exam

Professional Development Units - PDUs

There are no formal Professional Qualification Credits associated with this course.


Upon successful completion, you will be awarded the Managing Benefits® Foundation & Practitioner​ Certificates.

Next Steps

Purple Griffon provide a number of entries into Service Management learning and development from on-site half day managerial overviews to full day overviews for IT and non-IT staff to formal ITIL® Foundation courses and certification, as well as a broad range of ITIL® training and ITIL® courses.

ITIL® Overview - This is the first step into an introduction into the world of IT Service Management, and can be tailored for different organisations to focus on an industry sector and how ITIL® is applicable to it, or to focus on a number of core process areas.

ITIL® Foundation - The ITIL® Foundation certificate gives you an introduction to the ITIL® framework used by IT Service Management professionals Worldwide. This is a three day classroom based training course culminating in a one hour multiple choice exam.


Upon successful completion of the training course and examinations, you will be awarded the Managing Benefits® Foundation & Practitioner Certificates and you will have gained an in-depth understanding of the benefits management cycle and techniques.

Managing Benefits® Foundation & Practitioner Course Dates

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