Skip to content
Tollgate Docs

Run a benefits-realisation review

Mode: how-to. Record whether an investment delivered what it was funded for — in prose, by the person who signed the cheque.

Benefits Realisation is the lightest-touch stage and the most novel. Tollgate does not compute a realised ROI variance: counterfactuals are invisible, attribution windows are long, and a single actual-versus-expected number would be a polite fiction. The forward NPV/IRR target from the business case remains the benchmark you judge against. Instead, you hold the pair — what we said (from the immutable business case) next to what we got (authored live, in prose). The pair is the artefact.

Work the realisation checkpoints

Section titled “Work the realisation checkpoints”
  1. 90-day adoption checkpoint. Shortly after close-out, the sponsor confirms whether adoption took.
  2. 6-month sniff check. The Benefits Realisation owner posts a short prose update.
  3. 12-month verdict. The sponsor records the verdict (below).

Record the 12-month verdict

Section titled “Record the 12-month verdict”
  1. Open the investment and launch the Realisation Verdict modal.
  2. Read the left column — “what we said” — outcome, return, and KPI, drawn from the approved business case (immutable).
  3. Author the right column — “what we got” — live, in prose. There is no calculation and no traffic-light score in this modal.
  4. Declare the verdict:
    • Realised — the benefits landed.
    • Not Realised — they didn’t. You must record the elevated lessons-learned field; it is required, because the next sponsor funding a similar case needs to find it.
    • Not ready yet — hold and revisit.
  5. A Realised investment can optionally graduate to InMaintenance for annual review.