Benefits Management & OKRs

Fewer than 40% of organisations consistently achieve the full benefits of their projects. We help you change that, through consultancy, training and technology built around benefits realisation and OKRs.

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Three ways to improve your benefits and OKR maturity

Wellingtone offers three practical ways to help your organisation define, track and realise the outcomes that matter. Whether you need a 1-day APM Endorsed Benefits and OKR training workshop to get started, our benefits management transformation expertise, or our Microsoft Power App to manage OKRs at scale, we have a tailored solution to match where you are.

All three services are designed to work together as part of a connected benefits and OKR journey or independently depending on your needs.

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Three ways to improve your benefits and OKR maturity

Find the Right Starting Point for Your Organisation

Choose the right starting point for your Benefits and OKR journey, with practical training, proven technology, or a complete transformation engagement.

1-day APM Endorsed Benefits OKR Adoption Workshop

A practical, facilitated day for teams who want to understand OKRs in the context of benefits realisation and leave with a working draft aligned to their own strategy. Delegates work with their own organisational context throughout, so everything covered is immediately relevant and usable.

Tailored to your organisation, strategic context and project management maturity
Covers OKR design, tracking and the CFR model for ongoing accountability
Draft OKRs created during the session, ready to pilot immediately
Kick-start your OKR pilot with confidence
APM Endorsed, aligned with IPMA and PMI
PDU points registerable for PMI members
Completion certificate for all delegates
Available in person or remotely via Teams or Zoom

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Benefits Management Transformation Engagement

A structured engagement for organisations ready to build a full Benefits Management Framework based on the OKR framework. Tailored to your needs and delivered in as little as 10 days, it gives you the processes, tools and confidence to embed benefits management across your portfolio for the long term.

Defined roles and responsibilities for benefits ownership
Benefits Management Strategy and Roadmap
Document templates including outline and full business case
Benefits Register
Training workshops and mentoring to upskill your team
Practical tools and approaches for immediate application
Complete in as little as 10 days

OKRs Management Solution, a Microsoft Power App

Microsoft Viva Goals retired at the end of 2025, leaving many organisations without a reliable way to manage OKRs at scale. The Wellingtone OKRs Management App is a proven replacement, built natively within the Microsoft Power Platform and secure in your M365 tenant.

Built on Microsoft Power Platform, no third-party licensing required
Integrates with Microsoft Planner and Project through the Wellingtone Accelerator+
Can be deployed as a standalone app or as part of your wider PPM solution
Fixed one-off deployment, with no ongoing licensing costs
Kick start your OKRs pilot
Includes comprehensive Power BI reporting