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Run a benefits-realisation review

Mode: how-to. Record whether an investment delivered what it was funded for — in prose, by the person who signed the cheque.

Benefits Realisation is the lightest-touch stage and the most novel. Tollgate does not compute a realised ROI (return on investment) variance. Counterfactuals are invisible, attribution windows are long, and a single actual-versus-expected number would be a polite fiction. The forward NPV/IRR (net present value / internal rate of return) target from the business case stays the benchmark you judge against. Instead, you hold the pair: what we said (from the immutable business case) next to what we got (written live, in prose). The pair is the artefact.

Work the realisation window

Section titled “Work the realisation window”
  1. Open the realisation window — a deliberate act after close-out. Name the benefit owner.
  2. Take the adoption reading. Choose Record the result — one sourced reading against the KPI (key performance indicator) the case named.
  3. Post review updates. Interim reads go in the Review update section, each with a realisation confidence.
  4. Declare the verdict. When the case’s Benefit measured on date arrives, the sponsor records the verdict (below).

Record the verdict

Section titled “Record the verdict”
  1. On the Realisation surface, read the pair: What we said, from the immutable case, beside What we got.
  2. Choose Declare the outcome — a sponsor act. The Realisation verdict modal computes nothing and scores nothing.
  3. Write Return realised — what the investment actually delivered, in prose — and a one-sentence summary for the audit log.
  4. Declare the verdict:
    • Declare Realised — the benefits landed.
    • Declare Not realised — you must write Lessons for the next sponsor: the next sponsor funding a similar case needs it.
    • Not ready yet — hold and revisit.
  5. On Realised, an optional checkbox also graduates the investment to Maintenance for periodic review.