There are two types of export and print Profile Packs which are available, one for Benefits and one for Initiatives.
The following helps you to:
1. Get ready to use the Profile Packs, through having the objects, relationships and values set-up.
Benefit Profile Breakdown
The Benefit Profile is a pack of information for a single Benefit, exported as an Excel spreadsheet.
The default Excel template has five worksheets, each with a number of sections.
These are outlined below.
1. Definitions: Manually updated text.
2. Profile Summary Page: has values from:
a. The Benefit
b. A related Map
• As an image
c. Beneficiaries
• Add by editing the Benefit using +New > Beneficiaries
• Select Beneficiary = selected/true, and add Stakeholder and Role values
d. Stakeholders
• Add by editing the Benefit using +New > Stakeholders Engaged.
• Add Stakeholder and Role values (Beneficiary = not selected/false)
e. Key Decisions
• Add by editing the Benefit using +New > Decisions.
• Add Decision details (Action/Decision) and Owner (Action Owner) and Status values
• Also, you can add under My Account and New Decision. Remember to select the Benefit in 'Related To'.
f. Risks to Realisation
• Add by editing the Benefit using +New > Impact of Risks/Initiatives.
• Add Risk
• Also, you can add by editing the Risk and using +New > Impact on Benefits/Initiatives.
• Add Benefit
g. Plan for Development of Profile
• Add by editing the Benefit using +New > Action.
• Add Action details (Action/Decision) and Owner (Action Owner) and Status values
• Also, you can add under My Account and New Action. Remember to select the Benefit in 'Related To'.
For these you need to therefore already have added:
Stakeholders are added as Contacts in Wovex.
Roles are added as Stakeholders.
Risks
3. Realisation Plan: has values from:
a. The Benefit
b. Initiatives Delivering the Benefit
• Add by editing the Benefit using +New > How Impacted
• Select Direct or Indirect = Direct, to show on the profile, and also add the Initiative value
c. Measures
• Add by editing the Benefit using +New > Link to Measures.
• Add Stakeholder and Role values (Beneficiary = false)
For these you need to therefore already have added:
Initiatives.
Standard Measures.
4. Expanded Notes: has values from:
a. The Benefit
5. Document Control: Manually updated text.
Initiative Profile breakdown
The Initiative Profile is a pack of information for a single Initiative, exported as an Excel spreadsheet.
The default Excel template has seven types of worksheet, each with a number of sections.
The sixth worksheet repeats for each of the Benefits related to the Initiative.
These are all outlined below.
1. Definitions: Manually updated text.
2. Summary: has values from:
a. The Initiative
b. Benefits to which this Initiative directly contributes
• Add by editing the Initiative using +New > Benefits Impacted (Directly/Indirectly)
• Select Direct/Indirect = direct, and add the Benefit value
c. Benefits to which this Initiative indirectly contributes
• Add by editing the Initiative using +New > Benefits Impacted (Directly/Indirectly)
• Select Direct/Indirect = indirect, and add the Benefit value
d. Measures applicable to the Initiative's direct contribution to benefits
• Add by editing the Initiative using +New > Measures & Benefits this impacts.
• Follow the steps in Prepare for Tracking - there is no need to add timeseries data for the
Initiative Profile
For these you need to therefore already have added:
Benefits.
Standard Measures.
3. Dependencies - Decisions
a. The Initiative
b. Key Baseline Delivery Schedule milestones affecting realisation of benefits
• Add by editing the Milestone and adding the Initiative (Init)
c. Key Decisions affecting realisation of benefits
• Add by editing the Initiative using +New > Decisions.
• Add Decision details (Action/Decision) and Owner (Action Owner) and Status values
• Also, you can add under My Account and New Decision. Remember to select the Initiative in 'Related To'.
d. Plan for Development of this profile
• Add by editing the Initiative using +New > Action.
• Add Action details (Action/Decision) and Owner (Action Owner) and Status values
• Also, you can add under My Account and New Action. Remember to select the Initiative in 'Related To'.
For these you need to therefore already have added:
Milestones.
4. Dependencies - Risks
a. The Initiative
b. Initiative-level risks to delivery
• Add by editing the Initiative using +New > Link to Risks
• Add Risk and Risk Type = Initiative Level
• Also, you can add by editing the Risk with a Risk Type = Initiative Level and using +New > Impact on Benefits/Initiatives.
• Add Initiative
c. Programme-level risks to delivery that apply to this Initiative
• Add by editing the Initiative using +New > Link to Risks
• Add Risk and Risk Type = Benefit (Programme) Level
• Also, you can add by editing the Risk Risk with a Risk Type = Benefit (Programme) Level and using +New > Impact on Benefits/Initiatives.
• Add Initiative
For these you need to therefore already have added:
Risk.
5. Map
b. A related Map
• As an image
6. Benefit ID e.g. B-02, has values from:
a. Benefit Profile - Realisation Plan
• Add by editing the Initiative using +New > Measures & Benefits this impacts.
• Follow the steps in Prepare for Tracking - there is no need to add time-series data for the Initiative Profile
c. Measures
• Add by editing the Benefit using +New > Link to Measures.
For these you need to therefore already have added:
Benefits.
Standard Measures.
7. Document Control: Manually updated text.