Linda Robertson
Accredited Investment Management Facilitator
Organisation Overview
Linda Robertson is based in Wellington New Zealand, offering strategic, investment, change management,
treasury and governance advice to the public and private sector.
Facilitator Profile
Linda Robertson is an independent company director and an Accredited ILM Facilitator. She brings more than
30 years experience working in senior roles in financial institutions and energy companies. She has facilitated
numerous workshops across the full workshop suite within the Investment Management Standard - Problem
definition, Benefits Definition, Strategic Response and Solution definition workshops. Linda brings experience
across the full gamut of investment types from small and large investments to complex and challenging policy
development and service innovation and improvement initiatives and programmes.
Linda is committed to working with clients to ensure their reasons for undertaking investment programmes
and/or change initiatives are well understood and aligned with their strategic objectives and to realise the
benefits of their change initiatives.
Linda’s qualifications include:
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Bachelor of Commerce
Diploma in Banking
Accredited Investment Logic Mapping (ILM) Facilitator
Fellow - Institute of Finance Professionals New Zealand (INFINZ)
Charted Fellow - New Zealand Institute of Directors
Graduate Member - Australian Institute of Company Directors
Fellow - Governance New Zealand (formerly Chartered Secretaries of New Zealand)
About Investment Management
Investment Logic Mapping (ILM) facilitates your thinking through a collection of simple, common sense ideas
and practises that help direct an 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.
In New Zealand the use of ILMs for high cost (over $25m whole of life) and high risk Government sector capital
business cases was mandated by the New Zealand Treasury in August 2010. The Treasury also recommends the use of
ILM for smaller and lower risk investments. Further information on the Better Business Cases for Capital Proposals
guidance can be found at: www.infrastructure.govt.nz/publications/betterbusinesscases.
Progressively more corporate are also utilising ILMs to help guide their investment decisions.
About the workshops
Several (usually two to four) two hour workshops result in the development of an Investment Logic Map, Strategic
Options Analysis, Investment Concept Brief and Benefits Management Plan. In facilitating these workshops, RML
Consulting complies with the current requirements and practices for the Investment Management Standard of the
Department of Treasury and Finance (Victoria, Australia). For further information on the Investment Management
Standard please refer to: www.dtf.vic.gov.au/CA25713E0002EF43/pages/investment-management-home
At the heart of each of these two hour workshops is a commitment to intelligent, challenging discussion with a
focus on strategic, evidence-based decisions about investments. The discussion and outputs validate that:
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Investment proposals are clear, compelling and evidence-based
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Benefits are clearly articulated and how they will be measured understood early
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Interventions are strategic, realistic and feasible
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Solutions are robust and smart and there is a clear understanding of the scope of the solution that is
likely to be required to respond to the business need and produce the benefits that are sought.
While size and complexity are key factors in determining how many workshops will be needed, all discussion of
initiative-level investment will be required to follow the same line of enquiry as they develop their respective
stories. Some investments will only require a single workshop, whereas others may need up to four
workshops. In the case of an investment only requiring a single workshop, each line of enquiry is covered but
in a faster and less rigorous manner, producing an ILM.
Very large of complex investments will require up to four workshops, producing four documents that are key
to a business case. Small investments may be able to complete the investment story in just one discussion and
would only result in an ILM.
Facility Requirements
A suitable room with an electronic (printing) whiteboard is required for all workshops.
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
Cost (exclusive of GST)
Per workshop
$2,000
$2,000
$2,000
$2,000
Package
$7,500
Prioritise Investment Proposals
Business Case Development
Improving Programme and Project Capability
Contact Details
Ph:+ 64 4 381 1293
Mob:+ 64 21 895 519
Email: l.robertson@orcon.net.nz
Price tailored to particular needs
Price tailored to particular needs
Price tailored to particular needs