A free download of Craig's Value Experience Plan which is used during the implementation of portfolio management and benefits management to help Senior leaders understand the value they should experience.

1. Craig’s Value Experience Plan
By Craig Kilford
Note to Reader: Craig’s Value Experience Plan is used to provide a one pager to senior executives helping
them understand the the value they will experience over the course of a specific time scale and the key
things that will drive that experience.
I created this to help during the implementation of portfolio management and benefits management across
organisations. However, you can use this for any situation and timescales. I also include a happiness score
which I use as a performance target and check each period.
I hope you find this useful, if you have any questions zap me a tweet @MrPortfolio

2. Value Experience Plan for Senior Executives:
Adopting Portfolio Management
PERIOD 1 PEROD 2 PERIOD 3 PERIOD 4
- We appreciate where we -We can see our overall - The Portfolio Unit is
Senior are already good and areas - We understand the portfolio delivery journey, functioning and established
Executive Value to improve Portfolio Office functions the big milestones and killer principles of ‘right people,
Experience - We have a good sense of and resource requirements dependencies right place, right time’ are in
what the future will look like -We know a robust and - We are starting to see how place
with portfolio management resourced action plan is in our projects contribute to our -We feel the value of
-We have a clear place. strategy portfolio management and
understanding of our role in - We are starting to see the -We can see the overall use the information to make
the portfolio process and overall status of the portfolio portfolio return on delivery decisions
what to expect -Our teams have been investment - Overall we feel an
- We have an initial shared engaged and seem excited - We are making decisions energised sense of team
understanding of the about being part of the regarding delivery work across the portfolio
functions of the Portfolio overall portfolio delivery -We are making portfolio and we are definitely getting
Office delivery decisions better at delivering change
Portfolio Journey, Portfolio Delivery
Key Value Add Portfolio Office Vision, Strategic contribution Strategy,
Portfolio Office
Portfolio Office Business Case, Welcome Pack, analysis, portfolio return communication events,
deliverable Capability Assessment on investment, PPM career
Executive Information
development
BIG Meeting (Benefits
Key Activities: Consultations, Portfolio Portfolio delivery Investment Group), Check all plans,
Portfolio Office structure PPM
Office team recruitment governance, Benefits Eligibility
deliverable and structure engagement with PM’s Guidance, planning capabilities and
development,
standards
Communication, Engagement and Collaboration
Happiness score
with Portfolio
Delivery 4/10 5.5/10 7/10 9/10
(out of 10)

3. Value Experience Plan for Senior Executives
Adopting Benefits Management
PERIOD 1 PEROD 2 PERIOD 3 PERIOD 4
Executive We understand where we We are starting to make
Board Member I am aware of the high are going and how We start to see the value tough investment
Value level business case of delivering all the
benefits management will decisions based on
Experience position help us projects for the first time project priorities
Key Value Add
Business Case review 1st Draft of Executive Benefits from priority
Portfolio Office
Sponsor Briefings Benefits report created projects incorporated in
deliverable findings communicated
Business Areas Benefits reporting
All Business Cases Draft Benefits Eligibility Initial Benefits Discovery Measurable benefits are
Guidance and Business Workshops with priority
reviewed visible and agreed
Key Activities: Area engagement projects
Portfolio Office
deliverable
Benefits Team shaping, Benefits Eligibility
planning & ways of Benefits Investment Colleagues understand
Guidance communicated
working with Group (BIG) Meeting to all projects what benefits are valid
Transformation Office
Communication, Engagement and Collaboration
Happiness score
with Benefits
Management 4/10 5.5/10 7/10 9/10
(out of 10)

4. Suggest a presentation subject by emailing
hi@MrPortfolioManagement.com
Or Tweeting
@MrPortfolio