Managing Benefits™ Foundation

The purpose of the Managing Benefits™ guidance and certification scheme is to provide managers and practitioners from different disciplines / in a variety of organizations with applicable guidance in benefits management principles, practices and techniques.

Course description:

This 3-day foundation course discusses Managing Benefits guidance at a foundation level, ensuring that the candidate has sufficient knowledge and understanding of the principles, practices and techniques of this domain. 

Individuals certified at this level have a demonstrated understanding of:

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


  • Change leaders (e.g., senior responsible owners and 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, program and project managers).
  • Change support staff (e.g., portfolio, program and project office staff).


There are no formal prerequisites for this course.  


    1. Overview and Principles
    2. Identify and Quantify
    3. Value and Appraise
    4. Plan
    1. Realize
    2. Review
    3. Portfolio based application
    4. Implement, Sustain and Measure
    5. Take Mock Exam
    1. Mock Exam Review
    2. Recap
    3. Exam
  • Exam information 

    • Closed-book format
    • 50 multiple-choice questions
    • 40 minutes
    • A minimum of 25 correct answers (50%) to pass

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