List of benefits by category
- Return on investment
- Re-use, Re-purpose
- Opportunity for funding bids
- Compliance (retention)
1. Scenario fit - some of this comes from the "WHO" or "DESCRIBE WHAT YOU WANT TO DO"
- You should already understand who this is for, ie who benefits, and their requirements
- This will determine the kinds of benefits that will be relevant
2. Gather relevant institutional documents, such as:
- Institutional strategic plan - mission statements, strategic objectives (e.g. research/teaching)
- Departmental service plan and performance indicators
- Other departmental policies (e.g. records management policy, procurement policy, etc.)
Check how old they are and see if they are relevant.
- aim: linking low-level objectives with high-level returns (eg preserve this CD, vs make someone's life better)
- your aim over time may be to influence the update of those documents to include digital preservation
Ask whether you think DP is timely?
- This is about need (which should come from the WHO) and readiness (which should be institutional readiness)
3. Understand your audiences
- Different benefits will appeal to different decision makers
- Different people will talk different languages
- Different departments will have different objectives that you need to align with
3. Carry out an environment scan such as:
- Case studies of success and failure
- Benchmark against comparators
- Identify significant legislation / regulation
Check whether these are helpful Ask whether you think the mood is right?
4. Look up N Beagrie's Benefits Toolkit and use this.
- consider the results before you present them
- find an opportunity to present them in terms your organization will understand.
[Neil Beagrie's Keeping Research Data Safe Benefits Framework| http://www.beagrie.com/KRDS_BenefitsFramework_Guidev3_July%202011.pdf]
[Neil Beagrie's Keeping Research Data Safe benefits toolkit - introduction| http://www.beagrie.com/KRDS_Factsheet_0711.pdf]
[Blue Ribbon Task Force| http://brtf.sdsc.edu/]
[APARSEN survey of Digital Preservation thinking in European Research Libraries| http://www.alliancepermanentaccess.org/wp-content/uploads/downloads/2013/03/APARSEN-REP-D36_1-01-1_0.pdf] see chapter 3
[ESpida Framework - balanced scorecard on digital preservation| http://www.gla.ac.uk/services/library/espida/]
Measuring the Impact of Digital Resources, Tanner http://www.kdcs.kcl.ac.uk/fileadmin/documents/pubs/BalancedValueImpactModel_SimonTanner_October2012.pdf
McKinsey Article on the value of data: 'The need for growth and competitiveness will force companies to build strong digital capabilities. Viewing them as assets rather than additional areas of spending requires a new set of management and financial lenses. Embracing them is a major shift—but one worth making for companies striving to master a still-evolving landscape.' 
Benefits Funnel, Grindley http://www.slideshare.net/neilgrindley/digital-preservation-costs-versus-benepasig-dublin-oct-2012-dp-costs-final2 (slide 10)
The benefits section of the business case should ...