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Rag Template Report

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					How to use these templates
These templates should be used to help define the scope of your project, to build consensus
on what benefits are being targeted and to allow you to report on delivery progress and
benefits realisation. They can be customised to your individual programme/project, or use
your own template if you have one.

Guidance on managing benefits activities is also available from www.eHealth.scot.nhs.uk
(Support Documentation/Tools)

1. Benefits Profiles/Log:
You should use this template to record benefits as they are identified – What are the
improvements sought? What are the priorities?
Disbenefits can also be recorded using these headings. Often, what is identified as benefits
are actually risks and issues. These should be added using your standard risk and issue logs

2. Benefits measures Log:
You should use this template to record benefit measures as they are agreed – What are the
success criteria? What are the benefits worth? This can be customised to your individual
programme/project, or use your own template if you have one.

3. Benefits Realisation Plan:
You should use this template to detail how and when benefits will be realised, and what
resources will be required.
This template repeats a lot of information from the benefits and measures logs but is a useful
representation of what needs to be delivered, by whom and by when for the benefits to be
realised. For smaller projects, this may be included in the project plan without need for a
separate benefits realisation plan.

4. Benefits Monitoring Schedule:
You should use this template to report on delivery progress and benefits realisation - What
has been achieved? What is the benefits realisation status? What needs to be escalated for
action?

                 Date                  Changes included in update                 Author
       1      7/26/2010                  First published document            Candice Lequesne
                                                                                                   Benefits Log
Project ID:
Project Name:
Project Manager:
Project Sponsor:

Quality Dimensions:
Safe - Patient safety is increased
Efficient - Use of resources is maximised
Effective - Positive patient outcomes are increased
Timely - Waiting times for care are reduced
Patient-centered - Patients are involved in their care
Equitable - Accessibility to care is increased

       Quality Dimensions                                                                                                                                    Likelihood Impact         Priority
                                                                      Disbenefit ID
                                                                       Benefit ID /
                                          Patient-Cent.




                                                                                                                                                Who will                                              Financial/
                                                                                                                                                              (5= high,    (5= high,
                                                          Equitable




                                                                                      Benefit / Disbenefit name   Benefit description          receive the                                              Non-       Benefit owner   Notes
                     Effective




                                                                                                                                                                                        (likelihood
         Efficient




                                                                                                                                                             3=med.,      3=med.,
                                 Timely




                                                                                                                                                 benefit                               x impact)      financial
                                                                                                                                                             1=low)       1=low)
Safe




                     ae189a21-c71b-44ab-891b-16eb8a670e86.xls                                                                           Benefits Log                                                                                       2/5
                                            Benefits Measures Log
Project ID:
Project Name:
Project Manager:
Project Sponsor:

Please indicate in the "Comments" column whether actual figures were available for the calculation of targets or whether they are estimates.
                          Description                                                                                    Calculations and evidence                                     Notes
Benefit     Measure Measure description              Category         Target/Improveme Calculations                              Assumptions         Unit value / Number of Total Value Notes
ID          ID                                                        nt level                                                                       cost         units per per annum
                                                                                                                                                                  annum




                                           Total Financial Benefits




          ae189a21-c71b-44ab-891b-16eb8a670e86.xls                                                                         Measures Log                                                         3/5
                                                                  Benefits Realisation Plan
Project ID:
Project Name:
Project Manager:
Project Sponsor:

   Quality Dimensions                                                        see benefits log                           see measures log                                                 tie in to project plan (and change plan if relevant)




                                                                                                                                                                   Change ID
                                                                                                                        Target/Improveme              Date the                 Change description             Change Additional resources       Notes
                                           Benefit ID


                                                                         Who will                  Financial/           nt level                      benefit                                                 delivery
                               Equitable
                   Effective




                                                                                        Priority                                           Value or
       Efficient




                               Patient-




                                                        Benefit name     receive the               Non-         Owner                                 will start                                              date
                               Timely




                                                                                        score                                              Scoring
                               Cent.
Safe




                                                                         benefit                   financial                                          to
                                                                                                                                                      accrue




                   ae189a21-c71b-44ab-891b-16eb8a670e86.xls                                                                            4/5                                                                                                              Realisation Plan
                                          Benefits Monitoring Schedule

Project ID:                                                                                                                                          RAG Status:
Project Name:                                                                                                                                        Red   R benefit is behind schedule and is not expected to reach the projected target
Project Manager:                                                                                                                                     Amber      A            benefit is behind schedule but expected to reach projected target; OR on schedule but not expected to reach projected target

Project Sponsor:                                                                                                                                     Green      G            benefit is on track to be realised to the expected level and to timescale predicted


                            see benefits log                          see measures log   see BRP      Complete before changes are made         Complete at agreed intervals and investigate remedial actions with benefits owners and business area where benefits fall short of target




                                                                                                                                                                RAG status




                                                                                                                                                                                                                               RAG status




                                                                                                                                                                                                                                                                                 RAG status
                                                                                         Date the     Frequency of Baseline Date of 1st         Date          Action taken              2nd         Date            Action taken            3rd       Date             Action taken




                                                             Measure ID
Benefit ID




                                     Financial/                                          benefit      measuremen figure       baseline measure                                          measure                                             measure
                                                                          Measure and
             Benefit name            Non-       Owner                                    will start   t
                                                                          target
                                     financial                                           to
                                                                                         accrue




                  ae189a21-c71b-44ab-891b-16eb8a670e86.xls                                                                                           5/5                                                                                                                                      Monitoring

				
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