Managing Benefits ® Combined Package
(course code MOBC3)


The Managing Benefits Combined course blends our Foundation course and Practitioner seminar.

The purpose of the Foundation qualification is to confirm that a candidate has sufficient knowledge and understanding of the Managing Benefits guidance to be able to work effectively with, or as a member of, a portfolio, programme or project management team charged with realizing the benefits of a change initiative.

The purpose of the Practitioner qualification is to confirm whether the candidate has achieved sufficient understanding of how to apply and tailor the Managing Benefits guidance to a specific scenario. A successful Practitioner candidate should, with suitable support, be able to advise on the implementation of appropriate practices and techniques, and apply these practices and techniques within their organisation.

Course Objectives

By the end of the Foundation Course delegates will 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;
  • 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.

The Practitioner Seminar will ensure delegates achieve sufficient understanding of how to apply and tailor Managing Benefits guidance in a scenario situation. Specifically candidates should be able to:

  • Plan the implementation of benefits management, selecting appropriate strategies to sustain and measure progress;
  • Select and adapt principles, practices and techniques to suit different organizational 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.

Who Should Attend

This course is aimed at those involved in the selection and delivery of business change initiatives. It is also suitable for change leaders, change initiators, change enablers, support staff, business change and benefits managers and operational staff.


There are no prerequisites for the Foundation course. Candidates for the Practitioner exam must have previously passed the Foundation exam.

Course Content

The Foundation Course will cover:

  • The seven principles of benefits management;
  • The five practices in the benefits management cycle;
  • The application of benefits management at a collective or portfolio level;
  • Getting started in implementing effective benefits management practices and how to sustain progress.
  • Thorough preparation for the Foundation exam.

The Practitioner Seminar explores Managing Benefits in greater detail, with exercises, discussions and Practitioner exam preparation sessions.

Delegates will work through a range of exercises and case studies in order to broaden & deepen their understanding of Managing Benefits and to prepare for the exams. There will be homework each evening.

Certification Exams

The Foundation Exam is a 40 minute closed book exam. There are 50 multiple choice questions. The candidate must correctly answer 50% or more of the questions to pass the exam.

The Practitioner Exam is a 2 ½ hour open book book exam; only the Managing Benefits Manual may be used.

The candidate must provide responses to questions presented in the following styles:

  • Classical multiple choice
  • Yes/No
  • Multiple response
  • Matching
  • Sequencing
  • Assertion/Reason

There are 80 question lines worth 1 mark each, so the maximum score for the exam is 80 marks. The candidate must score 40 (50%) or more marks to pass the exam. Candidates for the Practitioner Exam must have passed the Foundation Exam.

We conduct these exams on behalf of the relevant Examination Institute, subject to their terms and conditions.
Please note: Exam candidates must bring signed photo ID (passport, driving licence, etc.) as they will be asked to produce it by the invigilator prior to the exam.

Delivery Options and Fees

We offer a range of delivery styles and packages for this course. Please go to the Packages and Inclusions page to review the inclusions provided with each package.

Professional Development

Candidates who pass the Practitioner exam are entitled to style themselves as a "Registered Managing Benefits Practitioner" on CVs and business cards.

Successful completion of this course may entitle you to credits in various professional development programmes:

Follow-on Courses

We recommend our MoV value management courses and M_o_R risk management courses.

The APMG-International Managing Benefits and Swirl Device logo is a trademark of The APM Group Ltd.

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