3. Benefits Realisation (Project Closure)¶

Purpose

Final measurement of promised benefits at project closure, with reporting to the steering committee and handover of the benefits realisation plan.

1. Objective¶

We measure the definitive realisation of the promised benefits at project closure, report on this to the steering committee and hand over the benefits realisation plan to the management organisation for continued monitoring.

2. Entry Criteria¶

Gate 4 (Go-Live) has been approved.
The system has been running in production for at least 4 weeks (sufficient measurement period).
The baseline measurement and Business Case are available as reference.

3. Core Activities¶

Final Benefits Measurement¶

We measure all benefit KPIs defined in the Business Case and compare:

KPI	Baseline	Target	Final Measurement	Status
[Time saving]	[value]	[target]	[actual]	✅ / ⚠️ / ❌
[Error rate]	[value]	[target]	[actual]	✅ / ⚠️ / ❌
[Quality score]	[value]	[target]	[actual]	✅ / ⚠️ / ❌

Closure of Business Case¶

The Business Case is definitively closed with:

Realised ROI: calculated based on the final measurements.
Deviation analysis: explanation for benefits that are above or below the target value.
Residual risks: benefits that are not yet measurable (too short a production period) are passed on to the management organisation for monitoring.

Transfer of Benefits Realisation Plan¶

The benefits realisation plan is handed over to the owner in the management organisation:

Overview of all benefit KPIs with definition and measurement method.
Quarterly review schedule (see Benefits Realisation — Operational).
Point of contact for escalation in case of structural benefit shortfall.

Final Report to Steering Committee¶

The AI PM presents the benefits realisation in a final report (max. 10 slides or 3 A4):

Summary of realised vs. promised benefits.
Top 3 learnings for future AI projects.
Recommendations for further growth (e.g. expansion to Mode 4 or other use cases).

4. Team & Roles¶

Role	Responsibility	R/A/C/I
AI Product Manager	Coordinates final measurement and prepares final report	A
Data Scientist	Delivers measurement data and analyses deviations	R
CAIO / Steering Committee	Receives and assesses final report	C
Management organisation owner	Accepts benefits realisation plan for continued monitoring	R

5. Exit Criteria¶

All benefit KPIs have been measured and documented.
Final report has been presented to and approved by the steering committee.
Benefits realisation plan has been handed over to the management organisation.
Business Case has been formally closed.

6. Deliverables¶

Deliverable	Description	Owner
Final Benefits Measurement	Comparison of baseline / target / realisation per KPI	AI PM + Data Scientist
Final Report	Presentation for steering committee with definitive ROI	AI PM
Benefits Realisation Plan (transfer)	Plan for continued monitoring by management organisation	AI PM

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