Measure

Stage 5 – Measure is the final stage of the Capital Framework involving activities designed to help answer the key questions of this stage:

How well has the project realised the identified benefits?

What lessons can Government learn from the implementation of the project?

The diagram below highlights the activities required of the Project Team in Stage 5.

Stage 5 of the Capital Framework

Overview of the Capital Framework and the key questions, activities and documents of each stage. The Post Implementation Review / lessons learnt workshop and benefits realisation reporting both sit within Stage 5 - Measure of the Capital Framework and help to answer the key questions of this stage: "How well has the project realised the identified benefits? What lessons can Government learn from the implementation of the project?"

The sections below provide further information on each activity the Project Team must undertake for Stage 5 – Measure, together with links to more detailed guidelines.

It is essential for the Project Team to continue to collaborate with stakeholders through to Stage 5 – Measure. Collaboration is important for learning lessons from the project development, procurement and implementation, and ensuring benefits can be measured and communicated appropriately and accurately.

Post Implementation Review Guidelines

The responsible unit (ICA for Tier 1 projects, the Sponsoring Directorate otherwise) should undertake a Post Implementation Review (PIR) as soon as it can reasonably assess the outcomes of a project.

The Project Team should use the PIR to ensure Government can improve project development pathways and processes continuously and learn lessons for future projects. As a result, the PIR process feeds back into the start of the Infrastructure Investment Lifecycle. The PIR can be a formal process involving the development of a PIR report, undertaking interviews and document analyses, or a less formal ‘lessons learnt’ workshop.

A formal PIR undertaken by ICA is mandatory for Tier 1 projects. Tier 2 projects are recommended to undergo a formal PIR undertaken by the Sponsoring Directorate and Tier 3 projects are recommended to undergo a PIR process through a lessons learnt workshop.

The PIR Guidelines provide information for ICA and the Sponsoring Directorate on how to complete a PIR, the necessary steps, the questions that the PIR must answer and how to fund the development of a PIR. A template has been prepared for the PIR for the Project Team to use to ensure the review includes all required information.

Benefits realisation reporting

Benefits realisation reporting involves the continual activities that occur as part of the Benefits Realisation Plan (BRP) that the Project Team has developed in Stage 2 – Prove. Benefits realisation reporting is the process of regularly monitoring, reporting and evaluating the benefits that the project has realised, the costs incurred over design, construction and operations, and the business changes implemented in order to realise the benefits, all against those identified in the BRP.

Benefits realisation reporting is mandatory for all projects that developed a BRP during Stage 2 – Prove. A BRP is mandatory for Tier 1 projects and recommended for Tier 2 and 3 projects if the Project Team deem it appropriate or useful for the project.

The BRP Guidelines provide information on the process and requirements for reporting and tracking the benefits that the project has realised over the design, construction and operations of the project.

Footnotes: