Foundation Level

Foundation level aims to measure whether a candidate understands the benefits management principles, practices, techniques, roles, responsibilities and documents, specifically to know and understand the:

• Definitions, scope and objectives of benefits management, barriers to its effective practice, and the key success characteristics
• Principles upon which successful approaches to benefits management are based
• Five practices contained within the Benefits Management Cycle and relevant techniques applicable to each practice
• Scope of key roles and responsibilities for benefits management and the typical contents of the main benefits management documentation
• Approaches to implementation and the factors to consider in sustaining progress.

Practitioner Level

Practitioner level aims to confirm whether the candidate has achieved sufficient understanding of how to apply and tailor the guidance in a scenario situation. Specifically candidates should be able to:

• Plan the implementation of benefits management, select appropriate strategies to sustain and measure progress;
• Select and adapt principles, practices and techniques to suit different organisational environments;
• Identify 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;
• Evaluate examples of benefits management information (documents);
• Analyse the solutions adopted in relation to a given scenario.