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: 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: Investment proposals are clear, compelling and evidence-based Benefits are clearly articulated and how they will be measured understood early Interventions are strategic, realistic and feasible 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