Jeremy Smart
Smart Logic Mapping
Accredited Investment Management Facilitator
Organisation Overview
Jeremy Smart provides workshop facilitation services consistent with the Victorian Government’s Investment
Management Standard. During the workshop facilitation process, the aim is to:
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Ensure initiatives being considered are conceptually sound;
Improve the likelihood of successful funding outcomes; and
Improve the likelihood that the initiatives will deliver the intended benefits.
In addition, we have an established network of experienced facilitators, researchers and analysts who can be
brought together to:
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Develop business cases and strategic plans in accordance with the Lifecycle Guidance material; and
Provide training in the application of the Investment Management Standard in both a public and
commercial context.
Facilitator Profile
Whilst with the Department of Treasury and Finance, Jeremy Smart was instrumental in the early evolution of
the Investment Management Standard and since leaving the department in 2007, he has continued
contributing to its evolution and practice through facilitator forums.
He has extensive experience in workshop facilitation, having:
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Facilitated over 350 workshops since the inception of the Standard in 2004;
Undertaken over 250 formal reviews for facilitators seeking accreditation; and
Been involved in the training of more than 2,000 public and private sector clients.
Jeremy has developed a reputation across the Victorian public sector as a one of the most experienced and
consistent facilitators and can provide department or agency specific references if requested. His clients have
included:
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All Victorian departments and key agencies;
Departments across Queensland, Western Australia and New Zealand;
Major Australian corporates and the non-profit sector;
Metropolitan and regional local councils.
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
whole-of-organisation decisions that refocus the organisation’s direction. For more information on how IMS
can be used to aid your organisation go to the DTF Investment Management website.
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
Jeremy Smart
Smart Logic Mapping
0409 368 884
jeremy@logicmapping.com
logicmapping.com
Cost (inc. GST)
Per Workshop
Package
$1540
$1540
$1540
$1540
$6160
$1540
$1540
$1540
$1540
$1540
$7700
$1540
$1540
$1540
$1540
$6160
$1540
$1540
$1540
$1540
$6160
$1540
$1540
$1540
$1540
$6160