Business Planning

Operacy can also provide facilitation expertise to organisations that need to develop Investment Logic Maps.  What is an Investment Logic Map?  It is part of an investment management process used widely in government and as part of the Concept and Feasibility stage an Invesment  Workshop is required.

Very few investments are able to articulate the problem that their investment is seeking to solve or the benefits that will result. This workshop will define both of these to the degree they are currently known. This workshop also provides a powerful communications forum where the investor and stakeholders of the potential investment can discuss and understand the need for the investment and its implications.

The primary focus of this workshop is the definition of the problem that the investment will need to solve and the benefits that it will be expected to deliver. It may also provide some view of a potential solution.

An Investment Management Workshop defines the problem, interventions, benefits, changes and assets needed that are used to define the logic for an investment. The Investment Logic Map is an executive summary of the case to invest.  It is a decision making tool that can save many thousands of dollars by being able to quickly identify whether the investment ought to be made as opposed to the opportunity costs of feasibility studies, reports and meetings.

This workshop is a rational decision making process and will provide any one of three possible outcomes:

1.The investment logic depicted will indicate a strong case exists to proceed further with the consideration of this investment

2.The investment logic depicted will indicate that the case to proceed further is weak.

3. No coherent investment logic was able to be produced and therefore the proposal should not proceed.

Each of these outcomes is both valid and valuable and will clearly justify the time expended by the participants. Above all, the workshop will have provided a valuable communications forum that brought together the current thinking around a particular problem or problem area.

Alan is the only ILM facilitator  using De Bono’s Six Thinking Hats methods to conduct this workshop.

Alan has created Investment Logic Maps for a variety of groups including IT based solutions, mainframe proposals, statistical analysis tool acquisition, project proposals and very sensitive areas.  Alan is also able to facilitate Benefit Management Plans and produce  Investment Concept Briefs as part of the Victorian Government Investment Management Framework.