Create a benefits realisation plan

Create a structured plan with a benefits register, map, and risk/assumption log meeting government guidance.

  • Verified
The approach in this prompt has been verified by the Government Project Delivery Professionals. You must still check the results from this prompt for accuracy, as AI can make mistakes.

What this prompt does

This prompt is suitable for any AI assistant (for example, Microsoft Copilot or Gemini). 

The prompt will:

  • generate a structured benefits plan
  • produce a plan suitable for a formal business case
  • create a detailed Benefits Register table
  • generate a Benefits Map (visual or descriptive)
  • include a log of key risks and assumptions

Before you start

Before you use this prompt, replace text in square brackets:

  • [INITIATIVE] programme details, for example [digital transformation initiative]
  • upload your draft business case and other relevant documents (for example, project requirements, known benefits, stakeholders and strategic goals)
Do not upload any personal or official information to free tools, or any tool not advised by your department. If you are unsure, check with your digital team.

After the prompt has run, use follow-up questions to refine benefits, add measures, or explore risks.

The prompt

Copy prompt Create a benefits realisation plan
                //Goal

Create a benefits realisation plan for a programme \[INITIATIVE].

//Context: 

You are an experienced Benefits Manager supporting a programme \[INITIATIVE]. 

The plan will be used to inform a business case and must align with UK government best practices. The plan should demonstrate how the project will deliver measurable value and contribute to strategic objectives.

//Source

Use the structure and good practice guidance outlined in the Practitioner workbook for benefits management in government - Government Project Delivery (The Teal Book Collection) (https://projectdelivery.gov.uk/library-product/practitioner-workbook-for-benefits-management-in-government/).

If specific details are missing, make reasonable assumptions and clearly state them.

//Output

Produce a structured Benefits Realisation Plan that includes the following components:
* Benefits Register: A table listing each benefit, its owner, measurement approach, and timing.
* Benefits Map: A visual or descriptive representation showing how project outputs link to outcomes, benefits, and strategic objectives.
* Key Risks and Assumptions: A section outlining potential risks to benefit delivery and any relevant assumptions made.

//Style and tone

The final output should be suitable for inclusion in a formal business case.
              

Content created: 18 November 2025 | Last updated: 23 November 2025

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