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IMS 6

This is the current version of the Investment Management Standard

Investment Management Standard (IMS) facilitated workshops

For information of facilitated workshops by Ideas Advisory follow this link.

Investment Management Standard (IMS) workshops

The IMS practices can be applied to any investment, whatever its type, complexity or cost, and are aligned with the Victorian Department of Treasury and Finance Investment Lifecycle and High Value / High Risk (HVHR) framework, business case guidelines and templates. This version was updated in May 2017.

Investment Management Standard version 6.0

Departmental User Guide

Frequently Asked Questions

Technical guides for facilitators

Problem definition workshop

Benefits definition workshop

Response definition workshop

Solution definition workshop

Investment decision-maker’s checklist

The Investment Decision-Maker’s Checklist is a set of 16 Questions which address the four IMS elements – problem, benefits, response and solution. These questions can be asked, in part or in their entirety, at various stages in the investment management process to test the robustness of the IMS workshop document suite.

The questions correlate with key elements of the Victorian government full business case template and can also be a useful resource for business case writers and assessors.

The Investment Decision Maker’s Checklist (16 Questions tool)

How many workshops?

The number of workshops will be between one and five, depending on the size and complexity of the potential investment. This guidance helps you to determine how many workshops you will require.

IMS Guidance – How Many Workshops

Templates

The Ideas Advisory updated IMS templates are available here. The original DTF templates can be found here.

Facilitators forum

May 2017

Investment management facilitators forum

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