KPMG Facilitator Profile Wendy Wade

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Wendy Wade

KPMG

Accredited Investment Management Facilitator

Organisation Overview

KPMG is a large, global professional services firm. KPMG’s Australian operations comprise of 13 offices nationally, in which there are nearly 400 partners and 4,800 staff. KPMG has assisted the Victorian

Government in everything from the development of policy options and organisational development to governance, cost-benefit analysis and business case development, internal audit, risk management, and program review. KPMG's Victorian Government practice is led by Chris Leptos

AM

and supported by a team with a strong understanding of the structures, process and context in which Victorian Government departments and agencies work.

Facilitator Profile

Wendy has worked over eight years in government on a wide variety of local and central Government projects in Australia and the UK. As a chartered accountant of thirty years she has wide-ranging experience in both the public and private sector, working on business cases, performance monitoring and procurement as well as being an experienced workshop facilitator.

Wendy is an accredited facilitator for Investment Logic Map workshops and has delivered a number of workshops for state departments including Department of Justice, Department of Health, the Department of

Business and Innovation and the Department of Education and Early Childhood Development. She is also able to offer the full range of IMS workshops, including benefits management planning and the preparation of the investment concept brief.

More broadly, KPMG has significant experience in assisting Victorian Government clients develop business cases for major PPP projects, other asset investments (including Information Technology) as well as for

Operational or Program funding.

In preparing business cases we have experience and a strong understanding of the importance of:

Meeting the dual requirements of internal approval and BERC

Articulating the rationale for investment

A robust options assessment

Risk analysis and quantification.

About Investment Management

The Investment Management Standard (IMS) is a collection of simple, commonsense ideas and practices that help organisation to direct resources to deliver the best outcomes.

The standard has been evolving since 2004 as a response to investment practices that were increasingly complex but failed to focus on the real need for an investment or the benefits that would be delivered. Its uses have expanded to the point that it is now a system that can support the primary investment decision-making functions of any organisation on multiple levels, from a decision about a single investment initiative to wholeof-organisation decisions that refocus the organisation’s direction. For more information on how IMS can be used to aid your organisation go to www.dtf.vic.gov/investmentmanagement .

Costs

Note: As part of the engagement you might choose to do one or all workshop for the particular practise.

Consult the facilitator and make yourself familiar with the investment management practises . If any prior IMS workshops have been developed on your investment make sure you inform the facilitator.

Service

Shape new Investments

Problem Definition

Benefit Definition

Strategic Response

Solution Definition

Prioritise investment proposals

Problem Definition (Program)

Benefit definition (Program)

Strategic Response

Solution Definition (Program)

Investment Prioritisation (Optional)

Develop new policy

Problem Definition (Program)

Benefit definition (Program)

Strategic Response

Solution Definition (Program)

Re-focus an organisation to improve its effectiveness

Organisational Expectation

Current Effectiveness

Potential Changes

Intended Changes

Monitor an organisation’s outcomes

Organisational Expectation

Benefit Definition (Organisation)

Benefit Validation (Organisation)

Organisational Effectiveness

Contact Details

KPMG

Wendy Wade, Associate Director

147 Collins St, Melbourne

Ph: 9288 5990 Mob: 0408 926 638

Email: wendywade@kpmg.com.au

Cost (inc. GST)

Per Workshop

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

$2,000

Package

$7,000

$9,000

$7,000

$7,000

$7,000

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