Managing Benefits™ Practitioner

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 2-day Practitioner level course enables delegates to apply and understand how to tailor the Managing Benefits methodology effectively. 

Individuals certified at this level have a demonstrated understanding and application of:

  • Planning the implementation of benefits management, selecting appropriate strategies to sustain and measure progress.
  • Selecting and adapting the principles, practices and techniques to suit different organizational contexts.
  • Applying 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.
  • Evaluating examples of benefits management information (documents).
  • Analyzing the solutions adopted in relation to a given scenario.


  • Change leaders e.g. Senior Responsible Owners, members of Management Boards and Directors of Change.
  • Change initiators e.g. strategic planners and policy leads.
  • Change appraisers and evaluators e.g. finance professionals and economists, business case writers, auditors and project appraisers.
  • Change implementers/enablers e.g. Portfolio, Programme and Project Managers.
  • Change support e.g. Portfolio, Programme.


Candidates must pass the Managing Benefits Foundation exam prior to attending this course. 

Course outline:

    1. Overview of the Practitioner Exam
    2. Identify and Quantify
    3. Value and Appraise
    4. Plan
    1. Realize
    2. Review
    3. Portfolio-based application
    4. Implement, Sustain and Measure
    5. Exam
  • The exam is will take place at the end of the course on onsite classroom courses

    For Virtual courses we will send out a voucher that gives you access to an online exam. This can be booked and taken home monitored by a proctor via camera.

    Exam details:

    • 80 multiple-choice questions
    • 2½ hours in duration
    • Open-book (Managing Benefits guide only)
    • Minimum 40 correct answers (50%) to pass

Other relevant courses

9. October
3 days
Classroom Virtual