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.