Organisations are faced with many choices about where to invest regarding infrastructure, technology and/or change.
Targeting and managing your investments in new or enhanced capabilities is critical if you want to be confident your organisation will be able to deliver on its strategic vision.
Our team includes three of the country’s most experienced Investment Logic Mapping (ILM) facilitators and a range of consultants with considerable experience in investment management.
Sound Governance
Good portfolio, programme and project governance matters if you’re serious about achieving strategic goals. We can help lift your governance capability by:
- Facilitating expert-led governance clinics for portfolios, programmes, and projects.
- Joining your governance board to provide an expert, independent and challenging perspective to the group, or the Chair.
Read more about our governance support here: Board Governance Intensives Flyer
Portfolio Management
Successful portfolio management ensures investment decision making is founded on good business intelligence. Getting portfolio management right isn’t about imposing a set of processes and functions; it’s about embedding a way of thinking. This takes time.
We can help to design, implement, and embed a portfolio approach that works best for you.
Investment Logic Mapping
Capturing and agreeing on the case for change for an investment is challenging. An Investment Logic Mapping (ILM) process can help to clarify the business problems and the expected benefits up front, before you start to think about solutions.
Our team includes some of New Zealand’s most experienced accredited ILM facilitators. Read more about the value of an ILM here: Defining the problems and identifying benefits.
Using the outputs of the ILM workshops we can also develop a Strategic Case on a Page, which captures the richness of the investment story and the case for change. It can be used as a communication tool for a wide audience and support investment prioritisation. See examples and read more about the Strategic Case on a Page
Business Case Development
A good business case makes decision maker’s lives easier. It clearly lays out the compelling case for change and a robust implementation approach, supported by sound thinking and stakeholder support.
Many organisations struggle to find the right skills or sufficient resources internally to develop business cases confidently and well. Our experienced team includes consultants trained in the Treasury-endorsed Better Business Case methodology which is mandatory for high risk and/or large scale public sector business cases.
Programme and project review
An independent, expert view is critical to the integrity of any review process. We can help with:
- Governance reviews
- Post implementation reviews
- Programme reviews
Work we’ve done
Read more about some of the work we’ve done in the investment management space:
Experienced Team Members
