Author: benefitadmin

  • Very simple models for a complex world

    In the world of programmes and projects success is hard to achieve and often hard to prove. When your measurement of success isn’t hard cash but people’s health and happiness, life gets even more complex. Programmes struggle because we dive into the complexity without stepping back into the basic principles that show the key things they are meant to achieve.

    People often talk of chains of cause and effect, however these are more usually cause – effect nets. It’s rarely the case that A links to B links to C in nice neat straight lines. Here is a diagram that shows in very basic terms the connections between means, ways and ends.

    Simplest model, the cause effect net between the proposed solution and results

    Cause-Effect Net, the basic Benefits Map

    Concerns are things that make us take action. They can be instructions from above, practical problems we want fixed or things we believe ought to be.

    The Initiative is what we will do within feasible limits. It has to have boundaries to keep it manageable. This stops us boiling the ocean, eating the elephant, creeping the scope.

    We take appropriate resources, use them well and achieve good results for the right people (for whatever we believe are appropriate, good and right in our specific context. After all, decision making is a subjective exercise).

    Let’s bring this closer to home for those of us interested in projects and information. Here’s a generic model for any information based project.

    An information project, a less simple model

    Goal Model of a generic information project

    There’s a bit more detail here. The Means are split into Products, the broad topics and their particular Features. For example, Input will cover the processes of getting data and Economy and Currency mean we want the Input to be cheap and up to date. At the other side of the diagram, the Ends are split into Benefits for the various stakeholders and strategic Objectives that the organisation wants, categorised here by Balanced Scorecard.

    I haven’t yet found an information project that can’t be overlaid onto these boxes. The connectors may move and not all the boxes will be needed but the general concepts will apply. We get, change and send information in ways that highlight its relevant attributes (cheap, quick, etc) so it is used to best effect for the chosen stakeholders.

    Let’s make this generic diagram a bit more specific. Integrated Care Records is a public sector topic that’s pretty popular at the moment so here’s a hypothetical case that ought to work as a broadly applicable example.

    Data driven integrated care, a bit more specific

    Goal Model of the Data Driven Integrated Care project

    Here, Service Leaders are the people who control the care, e.g. commissioners of services or budget holders. Who they are will depend on the scale of the programme or project in question. Service Providers can be the institutions delivering services, down to individual staff members and again this depends on scale. The Service Users are mostly patients who get direct, personal impact from the care provided. There may be broader societal that impact lands on the general population. They’re often listed as ‘The Community’, ‘The Taxpayer, or ‘UK plc’.

    It’s still pretty generic. What happens when we concentrate on one requirement? Someone who commissions care believes an integrated care record can bring more empowerment to service users. The next diagram shows a) why they believe this is a good thing and b) how the record will empower the service user.

    A simple model, integrated care to empower service users

    Data Driven Integrated Care, focused on the benefit of ‘More Empowered Service Users’

    There’s a whole separate discussion to be had on who a project’s actually for and what they really want from it (see Six Dumb Questions). Looking at the objective of ‘Less demand on resources’, it’s pretty clear that the benefit recipient here is the commissioner who’s paying, not the Service Users. We would usually expect Service Users to get some value out of the project but they’re not the reason why this one is happening. The model shows clearly what end we have in mind. This then tests the reasoning of what a good result is and how we will prove it. In this case, wanting less demand on resources means that we will want the Service Users to be more empowered to look after themselves, not more empowered to band together and demand more out of the NHS. The project will have to be planned and managed to ensure this.

    One great thing about this sort of model is that it helps you spot the unintended consequences, “If we do this then we get that. But we really don’t want that so let’s step back and see where it went wrong.” Iteration works and the third version of the diagram is usually far better than the first.

    We have created a simple model of a complex project. It gives us the opportunity to agree that it’s the right project for the right reasons. It’s certainly better to have the arguments about the project’s purpose at the beginning than argue about its fitness for purpose (which was never really agreed) once most of the money has been spent. When someone asks what it’s all for, we have the makings of a sensible reply.

    Try this on one of your own projects. It should trigger some interesting debate.

  • Six Dumb Questions

    that deserve smart answers

    Have you ever read a business case, got to page 10 and still not understood what it was for? Worse, have you scrabbled to realise the benefits when no-one could explain why they bought the kit in the first place? We live in a complex world with no simple answers, but maybe there are some simple questions that could help.

    Behind every business change there are six seemingly naïve questions:

    1. What does ‘good’ look like round here?
    2. What’s the point of this change?
    3. Who is it really for?
    4. What do they actually want?
    5. How do we get this done?
    6. What makes this option better than Plan B?

    The questions are simple, so simple that they are rarely asked. There’s that nagging ‘Emperor’s new clothes’ feel to them:

    “Am I the only one who doesn’t get this?”

    “Are you really that ignorant or just causing mischief?”

    “We’re committed now. How much trouble will I cause if I raise my doubts after we’ve invested so much?”

    The answers aren’t simple at all though. Your environment is complex and the cost of investigation may be too high. You may have to compromise. That’s fine, don’t let perfection be the enemy of the good. On the other hand, answers like, “It’s priceless” and “How long is a piece of string?” really won’t cut it.

    Your colleagues may not know the answers. They may know but not want to tell you. You may learn more about the culture of your organisation than you do about the change you’re planning to make. If asking your own organisation is awkward, asking your customers, suppliers and partners won’t be any easier.

    So why ask the questions if they will bring such grief? A few awkward conversations up front will save an awful lot of waste and unpleasantness down the road.

    What does good look like round here?

    What does good look like round here?

    How do you know you are doing a better job this week than you did last week?

    If you can’t measure the impact of any change, how will you know it’s been worthwhile?

    This sets the scene. Understand your Vision, Mission, raison d’être, the things you must do and how you know when you are doing them well.

    Let’s assume that the general reason for any change is to improve something. You’re not deliberately setting out to make things worse. You need to know the baseline of how things are now. How do you know you are doing a better job this week than you did last week? You must be able to tell if things are getting better or worse and by how much. In other words, you have to have KPIs that really indicate how you are performing against the key things that matter. That means knowing what those key things are in the first place. If you can’t measure the impact of any change, how will you know it’s been worthwhile?

    What’s the point of this change?

    What’s the point of this change?

    There should be a ‘because’ statement behind every objective

    You start with the end in mind, so you need a clear, agreed understanding of what that end will be

    The reasons why we make a change affect the way in which we go about making it. You rent a shop on the High Street for the ‘presence’, to let customers examine the goods before they order online. It will have the space and style to encourage them to stay and browse but it won’t need the storage and logistics to shift large amounts of stock. There should be a ‘because’ statement behind every objective, even if it’s implicit, “We will do this because…”

    You start with the end in mind, so you need a clear, agreed understanding of what that end will be.

    Who is it really for?

    Who is it really for?

    Who are the appropriate stakeholders for your change?

    This isn’t as obvious as it looks at first sight

    Who are the appropriate stakeholders for your change? Who wants it? Who controls how it will happen? Who should receive the benefits? When told that it’s for the customers, remember that there are a number of gatekeepers and advocates between you and your actual customers. You may not be giving the customer what they want so much as giving the Marketing Department what they believe the customer wants. This might not be a bad thing but it is something to keep in mind. Who it’s really for isn’t as obvious as it looks at first sight.

    What do they actually want?

    What do they actually want?

    A benefit is a result that a stakeholder perceives to be of value

    Perception beats reality nearly every time

    A benefit is a result that a stakeholder perceives to be of value. So, having identified the right stakeholders, what do they perceive as being valuable? Perception beats reality nearly every time and perception is subjective. It isn’t easy deciding who the change is for. It’s even harder working out what they genuinely want, whether you can feasibly deliver it and if it’s worth the cost.

    Beware that perceptions can shift mid-flight. Build in regular checkpoints to test whether what they wanted at the start is still what they value now.

    How do we get this done?

    How do we get this done?

    How far does your influence extend?

    Does everyone involved understand and agree who must do what?

    Have you made promises that aren’t yours to keep?

    I used to think that feasibility was part of the next question, ‘Better than Plan B’. If you couldn’t do it efficiently and effectively then you didn’t have the right option. I’ve now decided that feasibility needs more leadership and this has to be looked at separately.

    Up to this point, you’ve got something aspirational, a great idea in theory. So, let’s spoil it all by dragging it back down to reality. “How do we get this done?” moves you on from design to implementation. It reminds you that the results (“What do they actually want?”) will have to be managed in. It’s not just the technology; it’s the objectives and the benefits and all the business change needed to achieve them. Do you control the levers, how far does your influence extend?

    You’ve found out who it’s really for and what they actually want. What about all the others who will have to take part in delivering it? Will they do what’s needed? Does everyone involved understand and agree where the boundaries of responsibility lie and who must do what? Have you made promises that aren’t yours to keep?

    These issues must be resolved before you can worry properly about the time and resources needed and start drawing up plans.

    Check back with the business context. What else is going on and is now the right moment? Launching into a change-fatigued organisation or competing with parallel initiatives can doom even a solid plan.

    What makes this option better than Plan B?

    What makes this option better than Plan B?

    Why is it the best use of your scarce resources?

     Unless you own your business, you’re responsible for spending other people’s money

    Feasibility brings us to our last question, why is this change the best option to take? Why is it the best use of your scarce resources? When you are dealing with profit and finance then the comparison will be relatively (!) straightforward. If you’re looking at Social Return on Investment then life can get just a little more messy. That doesn’t mean that you shouldn’t try though. Unless you own your business, you’re responsible for spending other people’s money so you ought to spend it wisely.

    Six Dumb Questions

    So, to recap, behind every business change there are six seemingly naïve questions:

    1. What does ‘good’ look like round here?
    2. What’s the point of this change?
    3. Who is it really for?
    4. What do they actually want?
    5. How do we get this done?
    6. What makes this option better than Plan B?

    It’s easy to ask the questions, not so easy to get good answers. Ask them at the start, before you’ve invested too much resource and emotion. Use them to select your projects rather than evaluate them after the event. If you do ask them late into the project, at least try to answer the questions honestly and as best you can. Once you know the answers you can improve the present situation and learn valuable lessons for next time.

    Bad answers don’t always mean you should stop anything. You can always change the change, do it differently, do something different. Once you’ve got good answers then you’ll have the satisfaction that you’ve picked the right thing to do and the confidence that you can deliver it.

  • New Decision-Maker’s Starter Kit

    Image by pixabay.com/users/this_is_engineering-11384528

    How many schools teach you how to make decisions? Outside the forces and the blue-light services, how many employers do? By the time most of us face the big decisions, we are already set in the bad habits we’ve developed by simply seeing how other people have done it before us.

    A while ago, I pulled together a toolkit for young people who are facing their first big decisions with not a lot of practical help. The more I thought about it though, the more I realised that there are plenty of not so young people out there who would also appreciate a few pointers. You might be newly promoted to management or co-opted into a project for your life-experience. If you’re in new territory where people want your decisions, this is for you.

    Vanilla base, bring your own toppings

    The Starter Kit is for people who are facing complex business decisions for the first time. It contains a basic, practical set of tools and advice on making good business and personal decisions.

    There is lots of advice out there. I just don’t think it’s pointed at people like you. The many Business Studies textbooks are for established managers and Business Studies students. The stuff on the self-help shelves is very focussed on the author’s single issue; being creative, green, emotionally intelligent, etc. There’s not much that tells you how to start or offers generic decision-making skills.

    The whole point of my approach here is that it gives you skills that work for any decision. It’s all about the practical processes for making good decisions. It’s not concerned with the topic of your decisions, nor the biases you should promote or discourage to influence the results. You bring your own beliefs, ethics, intentions and history into the mix. What the final product looks and tastes like is up to you. I give you a vanilla base. You bring your own toppings.

    The Starter Kit

    As a Starter Kit, it starts with the basics and builds up. We begin with the first thought when you need to make a decision, how much time do you have. Then we go into finding what options you have and choosing the best one. These are the two key things to worry about when you’re new to decision-making. They’ll get you through the quick choices and the day to day stuff.

    For the big decisions, the projects that need some thought and planning, we go into a bit more depth. Six Dumb Questions looks into the context of what’s going on around you, who you’re deciding for and what they want, why it’s the best choice. Mapping lays it all out in a picture of the rational net of connections between what resources you have, the things you do and the results you want to achieve.

    Finally, the Idea Test is an assurance piece that tests your decision to see if it’s right, worthwhile and practical.

    Deadlines

    Someone wants you to do something big, so what’s the first thing you do? Plan to make your decision. Time is going to be a key factor in your plan. It’s always worth taking the time to pause and think before you jump in with a decision.

    Quick Decisions – The Options Estimate

    The quick decision is often made at a time of crisis. The best examples come from the military. They get to make urgent decisions in very stressful situations, so they’ve developed a pretty good method to help them cope. The Options Estimate takes you through the essentials of what your task is, what things will help or hinder you, finding a set of options and how to choose the best one.

    Deadlines and options get you past the knee-jerk reaction or gut feeling approaches. They give you a rational framework on which to build your decisions. We then consider how to improve the quality of the decisions you will make.

    Six Dumb Questions

    There are six questions you should ask of every change initiative. The questions may appear dumb, but the answers should be clever. It’s easy to ask the questions, not so easy to get good answers. Ask them at the start, before you’ve invested too much resource and emotion. If you do ask them late into the project, you can at least improve the present situation and learn valuable lessons for next time. Six dumb questions test the why, what, who, where and how of a good (or bad) decision.

    Mapping

    Mapping takes us into the detail. The map shows the nets of cause and effect between the resources we use, the things we do and the objectives we achieve. In simple terms, it’s the link between means, ways and ends from the solution, through business activities, outcomes and benefits to the organisation’s overall concerns. It confirms that the system you intend to introduce will actually provide the results you are seeking.

    The Idea Test

    Once a decision is taken, we have many tools and methods to see it is made concrete. We set tasks, milestones and deadlines to ensure the right activities are done at the right time. But what tools and methods do we use to create the decision in the first place? Here is a way of testing new ideas against your strategy, goals and context. Before running away with a brilliant new idea, it needs to be checked to see how good it really is and how well it fits with who we are and what we do. It contains four filters to take us from hypotheticals to practicality.

    The Irrational Stuff

    I’ve taken you through some rational tools and methods to help you make sound decisions. However, we don’t live in a totally rational world so you can’t rely on rational processes like benefits mapping alone. People always get in the way of the best intentions, so you just have to live with them. There will always be people involved so apply psychology as necessary.

    Sponsorship is key in any business project. It is a recurring theme that you must have the right senior sponsor with the right commitment. It doesn’t matter how clever you are, if your boss doesn’t understand or care or loses interest then you will struggle to succeed.

    Be realistic in the objectives you set. Don’t try to do too much or too little. When people put measures on their objectives, they tend to shrink them so the intention to become market leaders goes from, “Let’s have 10 – 20% growth in five years” to, “Let’s sell three more things by the end of the year”.

    Two of the dumb questions are, “Who’s it really for? What do they actually want?” Stakeholder analysis answers the question, “What’s in it for me?” Sometimes it isn’t obvious or openly admitted so look for the hidden agendas that people keep to themselves.

    Will your corporate culture take the business change? Is it the sort of thing your people actually see themselves doing?

    Are your people capable of delivering it? It’s no use having an e-learning package for induction and training of casual staff if their level of computer literacy isn’t up to using it.

    If the organisation as a whole is sound in these areas, what about the actual work groups themselves? People will always bond into groups, cliques and gangs. The culture in one business unit may be very different from another.

    Remember that everyone has other things to do and allocate work accordingly. People are already busy doing their day-jobs. The time they give to planning and workshops should be treated as an investment and agreed before you start. Then you have to stick to it when managers start asking to have their people back at their jobs.

    Conclusions

    I want you to make good decisions that get good results (for a given definition of ‘good’). Hopefully, the Starter Kit shows that good decision‑making is a learnable skill built on structured thinking, so new decision‑makers can approach choices with confidence, clarity and realism. The “vanilla base” gives you a good generic foundation, but the quality of your decisions depends on how you apply your own judgement, ethics and understanding of the context and people around you. With the Starter Kit, anyone stepping into unfamiliar responsibility can make decisions that are not only rational on paper but workable in practice.

    Appendix – Reading List, moving on from the basics

    This post draws on a number of other management methods, tools and techniques. Some are referenced below. The list is by no means definitive but serves as a suggestion of areas to consider. I haven’t always named specific sources. There so much out there and it’s constantly changing. Search on the terms and follow up the ones that look interesting to you:

    • Business Policy and Strategy models – PESTLE, SWOT, Porter’s competition model, Deming PDCA cycle, Boyd OODA loop
    • Change Management – various models, e.g. Kanter et al 1992
    • Group Dynamics – Adair, Belbin, Cyert & March
    • Performance Management – Total Organisational Excellence, Oakland 2001, The Performance Prism, Neely, Adams & Kennerley 2002
    • Programme Management – AXELOS Managing Successful Programmes, Management of Portfolios
    • Sustainability – UN Sustainability Development Goals
    • Benefits Management – the rest of this website, the books listed below

    There are presently few useful reference works on Benefits Management. Here are some that you might find worth studying:

    • Jenner, S “Managing Benefits”, APMG International, 3rd edn (2024) –The training manual if you want to become a Benefits Management practitioner
    • Serra, C “Benefits Realization Management”, CRC Press (2017)
    • Jenner, S “Realising Benefits from Government ICT Investment: a fool’s errand?”, Academic Publishing International (2010)
    • Bradley, G ” Benefit Realisation Management: A Practical Guide to Achieving Benefits”, Gower (2010)
    • Ward, J. M., Murray, P. and Daniel, E., “Benefits Management Best Practice Guidelines”, ISRC-BM-200401, Information Systems Research Centre, Cranfield School of Management, Cranfield (2004)
    • Thorp, John, “The Information Paradox”, McGraw Hill, revised edn (2003)

  • The Options Estimate: Make Fast, High‑Quality Decisions

    In business, we often talk about the importance of quick decision‑making. Leaders are expected to act fast, respond to change, and keep the organisation moving. But speed alone isn’t enough. A quick decision made without thought can create more problems than it solves. The military understands this better than anyone. When commanders face urgent, high‑pressure situations, they rely on structured thinking tools to avoid knee‑jerk reactions. One of the most effective is the Commander’s Estimate, a disciplined method for analysing a situation and selecting the best course of action.

    The Options Estimate is a civilian equivalent. It’s a simple, practical framework that helps leaders pause, think clearly, and make decisions that are fast and intelligent. It doesn’t slow you down; it prevents you from rushing blindly. In a world where business environments shift quickly, competitors react aggressively, and resources are always limited, the Options Estimate gives you a way to stay calm, deliberate, and effective.

    At its core, the Options Estimate contains four essential elements:

    • Operational objectives – what you must achieve
    • Limiting factors – what helps or hinders
    • Options – more than one viable choice
    • Course of action – the option you select, based on evidence

    These steps create a structured pause—a moment to think before acting. Even when time is tight, this pause can be the difference between a smart decision and a costly mistake.

    1. Understand What You Need to Do

    The first step is deceptively simple: define the task. In the military, commanders start by clarifying their mission—what they must achieve and why it matters. In business, this means understanding the problem, the desired outcome, and how your decision fits into the wider context.

    Ask yourself:

    • What exactly have I been asked to do?
    • What outcome defines success?
    • How does this decision connect to the bigger picture?

    This step is about clarity. Without it, you risk solving the wrong problem or chasing the wrong outcome. It’s also worth revisiting the objective as the situation evolves. Business environments change quickly; what was true yesterday may not be true today. A good decision-maker checks whether the mission still makes sense before committing to action.

    2. Identify What Helps or Hinders You

    Next, you assess the factors that shape your decision. In military planning, these are known as “limiting factors”—elements of the environment that influence what is possible. In business, these factors appear in every decision:

    • Deadlines – how much time you really have
    • The business environment – market trends, customer expectations, regulatory pressures
    • Competition – what rivals are doing or likely to do
    • Colleagues and collaborators – who can support you, who may resist, and who needs to be involved
    • Resources – budget, skills, technology, capacity

    This step forces you to confront reality. It prevents overly optimistic assumptions and highlights constraints that must be respected. It also reveals opportunities—advantages you can leverage to make your chosen option more effective.

    3. Generate Reasonable Options

    Once you understand the objective and the environment, you can start developing options. The key is to avoid jumping straight to the first idea that comes to mind. Military commanders are trained to produce multiple courses of action, each with a distinct approach. Business leaders benefit from the same discipline. Your options might differ in:

    • Cost
    • Timescale
    • Level of risk
    • Required resources
    • Expected return
    • Impact on stakeholders

    At this stage, you don’t need perfect detail. You simply need a handful of viable choices that could realistically achieve the objective. If you’ve done the earlier steps well, these options will emerge naturally. You’ll have a broad understanding of what needs to be done and several ways to do it.

    4. Analyse the Options

    This is where the Options Estimate becomes powerful. You now examine each option to understand its strengths, weaknesses, risks, and benefits. You’re not looking for perfection—you’re looking for the best fit.

    Consider:

    • What tasks are required?
    • What risks exist, and how can they be mitigated?
    • What is the effort involved?
    • What are the likely outcomes?
    • Who gains, and who might be affected?

    This analysis doesn’t need to be long or complicated. In many cases, it can be done quickly and informally. The point is to think deliberately rather than react emotionally. You’re building a logical foundation for your decision.

    5. Choose the Best Course of Action

    After analysing the options, you select the one that best meets the objective within the constraints you face. This is your course of action. It should be:

    • Rational
    • Evidence‑based
    • Aligned with the mission
    • Realistic
    • Defensible

    There’s no point doing all this work only to pick your favourite or the easiest option. The value of the Options Estimate is that it leads you to a decision that makes sense—not just to you, but to anyone who sees the reasoning behind it.

    This is also the moment to check your assumptions. Are you choosing the option because it genuinely works, or because it feels comfortable? Good leaders challenge themselves here.

    Why This Matters for Business Leaders

    The Options Estimate isn’t about slowing down decision‑making. It’s about improving it. In fast‑moving environments, leaders often feel pressured to act immediately. But a structured pause—just long enough to think clearly—can prevent costly mistakes.

    This method helps you:

    • Avoid knee‑jerk reactions
    • Stay aligned with strategic goals
    • Make decisions that withstand scrutiny
    • Communicate your reasoning clearly
    • Build confidence in your leadership

    It’s a practical tool for anyone who makes decisions under pressure: managers, project leads, executives, entrepreneurs, and anyone responsible for delivering results.

  • Know Your Deadlines: How a Time Appreciation Improves Decision‑Making

    In business, urgency is often treated as a badge of honour. We rush, we react, and we pride ourselves on making quick decisions. But speed without structure is dangerous. The best leaders know that even when time is tight, a moment of deliberate thought can dramatically improve the quality of a decision. The military has mastered this balance. When commanders face high‑pressure situations, they use a disciplined process called time appreciation—a structured way to understand how much time they have, how much they need, and how to pace their decision‑making.

    The pressure in business may be very different, but the need to pause and think is still there. Whether you’re leading a project, managing a team, or responding to a sudden challenge, knowing your deadlines—and how to work backwards from them—can transform the way you operate.

    The Time Appreciation: Your First Step in Any Urgent Decision

    The Time Appreciation is a simple but powerful mental model. Before you decide anything, you ask one question: “How long do I actually have to make this decision?”

    This sounds obvious, but many leaders skip it. They jump straight into action without understanding the time available. The Time Check forces you to pause and assess the situation.

    1. What is the deadline?

    Someone has asked you to do something significant, so the first thing you need to know is when it must be completed. Is it urgent? Obviously, you are not going to be doing this in an instant emergency, like jumping out of the path of a bus. But even the most urgent business crisis will allow you at least a few minutes in which to decide. If someone is pressing you for an instant decision, then they probably know what answer they want and it’s unlikely to be a good one for you.

    Have you been set a deadline? If not, set one yourself. Without a clear time limit, tasks drift, priorities blur, and decisions lose focus. Not all deadlines are equal. Some are fixed by external forces—regulators, customers, market events. Others are internal and flexible. Understanding which type you’re dealing with helps you decide how much time you can allocate to thinking versus doing.

    2. What’s the scope of the task?

    A small decision might take minutes. A large, strategic decision might take days. Before you commit to anything, assess the size of the job:

    • Is this a quick fix or a major initiative?
    • Does it affect one team or the whole organisation?
    • Are you solving a simple problem or shaping long‑term direction?

    The scope determines how much time you need to think, plan, and coordinate.

    3. Who else is involved?

    Very few decisions happen in isolation. If other people need to contribute, you must factor their time into your planning. This is where the Rule of Thirds becomes invaluable. One third of the total time is for you to think, analyse, and decide. Two thirds is for everyone else to think and prepare to act on your decision.

    This prevents you from consuming all available time with planning and leaving your team scrambling to execute. It also forces you to be disciplined: your thinking time is limited, so use it wisely.

    4. What resources do you have?

    Time is only one part of the equation. You also need to understand your resources:

    • Budget
    • People
    • Tools
    • Information
    • Access to decision‑makers

    Knowing what you have—and what you don’t—helps you judge how quickly you can move and how ambitious your decision can be.

    Working Backwards from the Deadline

    Once you know the deadline, the scope, the people involved, and the resources available, you can work backwards. This gives you a realistic picture of how much time you have for immediate tasks and how much time you can allocate to decision‑making.

    Project managers often use a simple equation:

    Q = f(T × C) 

    Quality is a function of time and cost. Reduce time or cost, and quality drops. The same applies to decisions. If you compress your thinking time too much, the quality of your decision suffers.

    Yes, flashes of inspiration happen—but they’re rare. Most good decisions come from structured thinking, not luck.

    Communicating Early: The Alert

    Once you’ve completed your Time Check and know how long you have, the next step is to tell people about it. They need to know what’s coming, so you must send out an alert—a short, simple message that tells everyone what to expect. A good alert follows the acronym PIGSPEN:

    People – the people who need to be warned that something is about to happen

    Initiative – a brief description of what you’re going to do

    Gathering – who, when and where you will meet to brief / plan the job

    Start when – how soon they can start getting ready, how urgent it is

    Preparation – immediate tasks to do from the start

    End When – how soon they will have to be ready, how much time they have

    Notes – any obvious housekeeping details that must be in place

    Here’s an example:

    “Dev Team 3 will create a Board proposal for the new Business Partner Portal. The whole team is to attend a virtual kick‑off meeting 14:00 Tues 6th. Clear your diaries for Tuesday now. No action is needed until tasks are assigned on Tues. A draft proposal is to be produced by Mon 19th. All documents are to be shared on local drive ‘Portal2.0’.”

    See how it breaks down into PIGSPEN:

    People – Dev Team 3

    Initiative – will create a Board proposal for the new Business Partner Portal.

    Gathering – The whole team is to attend a virtual kick‑off meeting 14:00 Tues 6th.

    Start when – Clear your diaries for Tuesday now.

    Preparation – No action is needed until tasks are assigned on Tues.

    End when – A draft proposal is to be produced by Mon 19th.

    Notes – All documents are to be shared on local drive ‘Portal2.0’

    This short message sets expectations, aligns people, and prevents confusion. It also signals that a structured process is underway—something that builds confidence across teams.

    Why the Time Appreciation Matters

    The point of all this is simple: pace your decision‑making. When you understand your deadlines, your resources, and your constraints, you avoid rushing into poor decisions. You give yourself the space to think, even when time is limited.

    Sometimes you truly must act fast. But even then, a few minutes of structured thought can make all the difference. Time appreciation doesn’t slow you down—it sharpens your focus and improves your judgement.

    In a world where urgency is constant, leaders who master time appreciation make better decisions, communicate more clearly, and deliver stronger results.

  • Agile BM

    Benefits in bite-sized bits…

    Agile delivers time-bound pieces of functionality. It has the flexibility to adapt to circumstances and lessons learned from previous time boxes.
    Benefits Management can work well in an Agile setting but it may have to run to keep up

    Flexible targets

    Traditionally, programme management sets more flexible targets than individual projects do. The scope and timescale of programmes are such that it’s clearly recognised that the world is moving on as they happen. Programme objectives can still be SMART, they are just a bit more fluid than project ones.
    The use of iteration, feedback and performance management (‘so far, so good’ benefits tracking) in programme benefits management helps keep the programme on track to deliver value, even when that value is emergent and unforeseen.
    The same approach can be scaled down for an Agile project. We can start with a SMART objective that’s defined by its boundaries, e.g. benefits of no less than X, delivered by time Y in location Z. The Benefits Realisation Plan will be coordinated with the Agile timetable and benefits will be staged with the project deliverables.
    Where Benefits Management starts running to keep up is in the need for constant review that fits with the Agile timetable. The developers meet regularly to assess what they achieved last period and how it will affect the plan for the next. This has to be controlled by the business’s assessment of the relevant benefits realisation. Every change to the plan must be weighed against the question, “Will it maintain or enhance the objective?” The business will consider:
    • Will the change realise our desired benefits?
    • Will it take us off-track?
    • Will it offer new opportunities that we must take?

    A developer’s flash of inspiration takes seconds, “I can tweak the code and give you X”. The appraisal of X is a significant exercise in quality control. The business skill will be in allocating the appropriate time and effort that trades off the new value you may get from changing the project specification against the cost and delay of assessing that value and making the change.
    It won’t be an easy task and it will require some mental stamina to keep up. However, it’s a task that has to be planned to ensure that your project delivers benefits and not just capabilities.

  • Benefits-led Agile

    A strategic wrap around tactical Sprints

    Sprints begin with Product Owners describing their requirements and prioritising what gets done next. MoSCoW (must, should, could, won’t do) selection of what they want and the order they want it in sets the Product Backlog for the developers to concentrate on in the next round of work.


    It’s about delivering product increments, which suggests that you’ve a fair idea of what the end product should do, you’ve got a partially working model and the developers are adding that quality polish. It all seems a little tactical.
    Where’s the assurance that the optimum choices are being made in the first place? Where’s the strategy? Benefits-led Agile development puts a strategic wrap around tactical Sprints.

    Every change to the plan must be weighed against the question, “Will it maintain or enhance the objective?” The business will consider:
    • Will the change realise our desired benefits?
    • Will it take us off-track?
    • Will it offer new opportunities that we must take?

    A developer’s flash of inspiration takes seconds, “I can tweak the code and give you X”. The appraisal of X is a significant exercise in change control. The business skill will be in allocating the appropriate time and effort that trades off the new value you may get from changing the project specification against the cost and delay of assessing that value and making the change.
    It won’t be an easy task and it will require some mental stamina to keep up. However, it’s a task that has to be planned to ensure that your project delivers benefits and not just capabilities.
    Use tools to help you choose good things fast. Some are psychological, ways of thinking that get you past the traps we all fall into when we see shiny things that we want. Others are more practical, devices to add rationality and logic to your choices. The more you can structure and program the administrative decisions, the more mental effort you can devote to the creative stuff. Here we concentrate on the two key points, knowing where to start and knowing when to stop.

    Agile Scrum process

    The Subjective Start – Starting with the End in Mind

    The purpose behind any course of action has a direct and significant effect on the way it is undertaken. The reasons why affect the ways we go about things. If Nelson had gone off to Trafalgar simply with the intent of using up his budgeted stock of gunpowder then he would have fought a very different battle from the one that actually took place.
    The same applies for any project, the ends affect the means and ways. Projects talk of acceptance criteria, the things that decide when the project has ended successfully, a sort of, “No-one goes home until…” Define your acceptance criteria in terms of objectives and benefits before you start. Don’t install the kit and then wonder what to do with it.

    The Subjective Stop – Endgame

    There will come a point when the analysis has to end and the decision made, where you stop asking, “Why” and start acting. The trick is knowing that you’ve reached the right point at which to stop.
    Starting with the end in mind requires a clear and simple description of what that end will be. We can affect the process through the way we describe the end state. Only a very confident (or deluded) chess player would describe the endgame in terms of where the pieces will be. Yet we are often very granular in describing our programme objectives. Too often Output Based Specifications run to hundreds of pages with sheets of individual requirements, desires and benefits, a pound saved here, ten minutes there, etc.
    This sort of mass objective twists individual priorities and breaks down any common purpose. It’s like playing chess as a team with each player responsible for a single piece. Each heads for its assigned position and sits there without contributing anything to the whole or supporting its team mates in winning the game. That’s why clear and simple objectives are crucial.


    Psychological tools

    There’s some excellent stuff on the ways that psychology affects economic decision making in Daniel Kahnemann’s book Thinking, Fast and Slow. For now, just be aware that these things exist. Recognising them is a step towards compensating for them.
    Prediction:
    • Optimism Bias
    • Strategic Misrepresentation – Flyvberg
    • Anchoring
    • WYSIATI – What You See Is All There Is, Kahnemann
    • Correlation, not Causation

    Delivery
    • Illusion of Control
    • Confirmation Bias
    • Framing
    • Regression to the Mean
    • Endowment Effect

    Picking the next Objective

    The Idea Test process diagram

    The Idea Test is a way of testing new ideas against your strategy, goals and context. Before running away with a brilliant new idea, it needs to be checked to see how good it really is and how well it fits with who we are and what we do. It contains three checks to take us from hypotheticals to practicality.
    First, we have to understand the context in which we operate.
    Choose to change – A new idea, Base Hypothesis. At this stage, this is probably a loose statement of, “Why don’t we…?”
    First filter – test the Hypothesis against the context to see if it’s relevant and feasible. Should we do it, can we do it?
    Turn the Hypothesis into a Goal. “Why don’t we do X?” becomes, “We will do X, because…”
    A Goal / Objective is something with purpose. Start with the end in mind. Then optimise the value of the goal. Determine the benefits required, expected.
    Second filter – do the benefits validate the objective? Is your grand plan sensible? What’s it worth and who gets the value?
    Next, plan to realise the ends. You want to do it, now work out how you are going to do it.
    Third filter – is it practical and economical? Do the benefits outweigh the costs? Do you have a rational and sensible solution that will actually work in practice?

    Practical Tools

    This is where practical tools come in. If you can program as much as possible into the decision making processes then you save thinking time that you can put to better use.
    One of the best practical tools is the Benefits Dependency Network. It is one of the key tools in the Benefits / Value arena. It shows the chains of cause and effect between what you use, do and want, i.e. between the means, ways and ends.

    In the Sprint you work towards creating the product increments, the capability that serves your purpose. You make the Means that serves the Ends. Benefits-led Agile is the approach that governs the ideas selected to feed this line.
    If new capability is discovered then we have to check that it’s useful. New Means may give us new Ends, a new Objective. So you test the idea, select or discard the Objective and move on.
    The BDN sets the strategic boundaries. It determines the limits of what’s desired and the scope of the solution. The Agile development is the tactics that control how the strategy is delivered.

    Requirements capture

    Benefit Profile headers

    Scrum and Product Backlog has an assumption that the Product Owner has already done the analysis to select the best product increments to go in the Backlog. What have they used to make their MoSCoW selection? Where is their sense of proportion?

    The Benefit Profile form has a lot of headings and can look intimidatingly methodical (or just plain boring) at first sight. It works well when everyone remembers that the tool should fit reality and we don’t force reality into the tool. It’s not so much the detailed list as the things that go into it. They are cultural and fit the enterprise in question.
    The aim is to get the right thinking into the requirement, “I want these results (i.e. benefits) and I think this piece of functionality (product increment) will deliver them in the context in which I operate.” We phrase the requirement as Ends from Ways from Means, starting with the End in mind. Having drawn the BDN, we already know what we want (at a high level) and how the connections work. This form puts a bit of rigour and detail into the requirements.
    It gets us away from the instant answer of, “I want this solution, the reasons are self-evident but hard to express”, “It’s a no-brainer, I just can’t put it into words”.
    By describing each item in the Product Backlog using the same form and process, we can compare our options in a rational way by seeing their value relative to each other. The cultural context of the enterprise will have its own significant impact here. Some groups will go totally anal in the detail they complete. If that works for them, fine. Others will be fast and loose. Again, it’s whatever works. Where both types of group gain from the same process is that they’ve filled in the boxes in the form, in the right order, using a rational mindset and so have both raised the quality of the choices they make.
    Put rationality into MoSCoW
    Use the Benefit Profile to capture requirements:
    • Who’s it for?
    • What do they want to see happen?
    • How big a deal is it?
    Fit the tool to reality, make it work in context
    Choose Ends from Ways from Means

    Things to watch

    Preference for action, something must be done. This is something. We must do it.
    Incubators, great so long as you resource them properly and let them fail effectively if they have to. Know when to pull the plug and don’t blame the failures. Don’t even call them failures.
    Effective failure means you don’t bet the farm. Have a position to fall back on if you have to.
    Benefits-led Agile, being rational but not rigid, keeps your tactical Sprints within a strategic wrap.

  • The Biggest Barrier to Change

    Management workshops and discussion boards often ask what gets in the way of successful change. Typical replies say that Barriers to Change are:
    • Money
    • Senior sponsorship
    • Individuals’ resistance to change
    What’s missing here? How about, “It was a dumb idea to start with”?


    There’s a presumption that the selected change is the right thing to do but things get in the way of its successful implementation.
    Let’s not criticise the principles of Change Management by complaining that it doesn’t do something that it’s not designed to do anyway. I wouldn’t say that because my car lacks wings it’s a lousy plane. Change Management is there to deliver a choice that’s already been made. Its methods and tools aren’t designed to select a good change in the first place.
    Kotter’s steps to successful change begin with ‘Start with a sense of urgency’. It’s a matter of getting the right people motivated to act to deliver your vision. It assumes that your change is a good thing. Other models take a step back to consider the present state of affairs. Kanter says, “Analyse the organisation and its need to change”. Morris and Raban say, “Surface dissatisfaction with the present state.” Other guides to Change Management follow the same theme.
    None of the popular ones I’ve seen begin with anything like, “First, pick a really good idea”. Maybe if we saw that the selected change:
    • Isn’t feasible
    • Destroys value
    • Isn’t the best option
    • Is for the wrong people
    • Isn’t the sort of thing that we do

    Then maybe we could weed out the bad changes before they cause too much harm. Picking a good thing to do in the first place might also pull down some of the traditional barriers of money, sponsorship and motivation. It’s much easier to motivate someone to implement a good idea than a poor one.
    So what’s the step before Change Management? Von Clausewitz summed it up as the Selection and Maintenance of the Aim. APMG Managing Benefits calls it Starting with the End in Mind.
    An objective is a result with a purpose, “We will do X because…”. Even if it’s implicit, there has to be a sensible and understood ‘because’ behind the things you choose.
    A benefit is a result that a stakeholder perceives to be of value, we see who it’s for and what it’s worth to them. Then we can see if the benefits add up to make the objective worthwhile.
    Having a clear understanding of your objectives and benefits before you commit to change raises your chance of success. Confirming that understanding, testing your Big Idea, raises it even more.
    For more on how to do this, see The Idea Test.

    References:

    Kotter 1996
    Kanter et al, 1992
    Morris and Raben, 1992
    Von Clausewitz, On War, 1832
    APMG Managing Benefits, Jenner, 2012

  • Bored with Benefits

    Victorian Punch cartoon, "The use of cavalry"

    It’s time to move on. I can’t walk into a meeting nowadays without someone mentioning ‘Benefits’ and the thrill has gone.


    To all my Benefits Management colleagues and peers, I’m sorry but while we’ve not pitched our services high enough, the job you have now is about as good as it’s going to get.

    To everyone else, tagging benefits onto your projects is better than nothing, and I appreciate the effort. But it’s not really the whole answer to what you need.

    I don’t want to Realise Benefits anymore. I want to do something bigger than this. I don’t want to draw Benefits Maps. I want to draw Campaign Maps.

    The use of Benefits Management in modern business is to lend an element of rationality to the exercise of power.

    Frankly, it’s not good enough. Power is being exercised and all I seem to do is lend it a little air of rationality, usually long after the decisions have been made.

    The concentration on benefits is better than what we had before. But it’s only part of the story. What we have now is an emphasis on benefits that are rarely strategic, lots of piecemeal rewards that don’t add up to a strategic whole. Too many people think that Benefits are now the treats you give your stakeholders so they will play nicely with each other. The ‘Benefits-Led Organisation’ is likely to be working towards a shopping list rather than a set of strategic objectives.

    “…errant consilia nostra, quia non habent quo derigantur…”

    Our plans miscarry because they have no aim.

    Lucius Annaeus Seneca

    When Seneca wrote this two thousand years ago, his readers probably muttered, “Non stercore, Sherlock.” The problem is hardly new. We don’t put the right effort into our strategy to begin with. It’s time for Benefits Management to raise its game. I want to move on from Benefits Management to Strategy Management. We should all be in it for the strategy, not the benefits.

    Benefits Management as a method supports the better delivery of strategy. The tools and techniques are as valid for the whole organisation as for a single project. I just need people higher up the food-chain to take an interest.

    If you are a leader then take a moment to think about the science as well as the art of leadership. Consider what a little more rationality could do for you.

    If you’re a Benefits Manager then it’s time we got our heads together and raised some awareness of what we can do for our leaders.

  • Business Benefits with Value

    Picking ‘Good’ Benefits

    Rather than concentrate on the methodology, this page describes the output of Benefits Management. The processes, tools and forms are there to help you produce good benefits. They are not ends in themselves. Instead of getting bogged down in the paperwork we must understand what we actually want to achieve.


    First, we have to agree what a benefit is.

    A benefit is a result that a stakeholder perceives to be of value.

    The key points are stakeholder and perception. Who is the specific stakeholder under consideration? Is it patients in general or a Hospital Trust’s Finance Director? What sort of things do they perceive as valuable, improved clinical outcome, a better experience or hard cash in the bank?

    The programme’s objectives can be viewed as the SRO’s benefits. The SRO is the programme’s primary stakeholder. Their objectives are the results they perceive to be of value, the reasons why the programme must go ahead.

    Within the programme, good benefits start from good objectives.

    Good Objectives

    The purpose behind any course of action has a direct and significant effect on the way it is undertaken. The reasons why affect the ways we go about things. The objectives we choose validate the action we take so it’s vital we start with the right objectives:

    Programme / project objectives must relate clearly to the organisation’s business drivers and strategic objectives

    Objectives should be SMART and stretching, don’t de-scope into something short-term or easily measured

    Objectives must be strategic. “We will implement on time” or “We will work well together” are given statements of how the programme will operate, not valid descriptions of what it will achieve

    Keep to a few key objectives. Too many are unmanageable and will conflict with each other.

    Good Benefits

    Benefits provide the evidence that our objectives are being met and our programme justifies its existence:

    Benefits are identified up-front (at least in high-level terms). They are why you are doing the programme, not why you did it.

    Benefits are tightly linked to objectives, if not then the programme is being run for the wrong reasons

    Benefits are not simply treats to win stakeholders’ commitment

    Describe the benefit in verbs; improve, reduce, stop. It gets us away from picking project deliverables and functionality

    Each benefit has an Owner who is responsible for its delivery

    Each benefit has one Recipient, the stakeholder or stakeholder group who can say that the benefit has been realised. You can’t prove a benefit that is spread over multiple stakeholders

    Benefits should be SMART and stretching, don’t de-scope into something short-term or easily measured. Set a target or predict the value for a successful benefit

    Set a baseline. If you don’t know where you started from then you can’t say how far you got and you can’t prove it was worth the effort

    Keep to a few key benefits. Each one will have a significant amount of work behind it. A hundred benefits may look good in a business case but they’ll never happen.

    If you’re not sure of a benefit, keep asking the ‘so what?’ questions until you know who it’s for and why it’s important

    Look out for the ‘usual suspects’. Make sure the benefits are appropriate for your programme. Not every project has to improve patient care.

    Iteration works, the third pass will look much better than the first one.