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APMG Managing Benefits Foundation and Practitioner

The course is relevant to all sectors and types of project or programme, or what the Managing Benefits guide refers to as 'change initiatives'.

The target audience includes all those with a role in ensuring best use of funds by maximizing the benefits realized from change initiatives. This multi-disciplinary group includes:

- Change leaders (e.g. senior responsible owners & directors of change) - Change initiators (e.g. strategic planners and policy leads) - Change appraisers and evaluators (e.g. business case developers and project appraisers) - Change implementers/enablers (e.g. portfolio, programme & project managers) - Change support staff (e.g. portfolio, programme & project office staff) - Business Case writers and project appraisers

Managing Benefits provides managers and practitioners from multiple disciplines, working in a wide variety of organizations, with generally applicable guidance encompassing benefits management principles, practices and techniques that enable organizations to optimise the return from their investments in change.

Select specific date to see price, venue and full details.

Learning Objectives

During the five days, there will be a combination of formal presentations, group and individual exercises enabling delegates to gain an understanding of the following topics.

  • What is Benefits Management?
  • Principles
  • Benefits Management Cycle
  • Skills and Competencies
  • Documentation
  • Roles and Responsibilities
  • Portfolio-based Benefits
  • Implementing
  • Sustaining Progress


Although there are no prerequisites to attending this course, students should be familiar with the basic concepts and language of business change.

Students have to attain a pass at Foundation level to continue the course and sit the Practitioner exam.


Course Content

The Foundation part of the course aims to enable delegates to understand 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
  • Key elements of portfolio-based benefits management
  • Scope of key roles and responsibilities for benefits management and the typical contents of the main benefits management documentation
  • The various approaches to implementation and the factors to consider in sustaining progress

The Practitioner level element aims to enable delegates to apply and understand how to tailor Managing Benefits effectively. Specifically candidates should be able to demonstrate their ability to:

  • Plan the implementation of benefits management, select appropriate strategies to sustain and measure progress
  • Select and adapt the principles, practices and techniques to suit different organisational contexts
  • Apply 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

Exams & Certification

Foundation Exam:

  • 50 multiple choice questions
  • Pass mark is 50%
  • 40 minutes, closed book

Practitioner Exam:

  • Eight, 10 mark, multiple choice scenario based questions
  • Pass mark is 50%
  • 2 1/2 hour, open book

Typically pre-course preparation will require 2-3 hours of study.

APMG Digital Badge

Successful candidates can now claim a digital badge to embed on an email signature, website, social media platforms or a digital CV. With just one click employers, clients, customers and other interested parties can easily view and verify credentials and skills.

Digital badges are available for exams currently delivered by APMG. To access their digital badge candidates must have taken their exam with APMG International after 1 January 2016.


For further information in relation to the digital badge please click here.


You will be provided with pre-course reading approximately two weeks prior to attending the course. This pre-reading is expected to take approximately five hours to complete.

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