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IMS 6 Templates

Investment Management Standard (IMS) templates updated by Ideas Advisory including the Program and Organisational level templates

Investment Management Standard (IMS) facilitated workshops

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

 The following templates are the Ideas Advisory updated versions for the Investment Management Standard edition 6 (IMS) outputs.

The templates have been updated from the DTF versions to include minor fixes to the Initiative level versions of the Investment Logic Map (ILM), Benefits Map (BM), Benefits Management Plan (BMP), Response Options Analysis Report (ROAR) and Investment Concept Brief (ICB).

We have also built many of the Program and Organisational level templates that are currently missing from the DTF website.

We supply these templates under a CC BY 4.0 licence.

    Initiative

    Investment Logic Map Initiative

    Investment Logic Map Template 3 column

    1-ILM-Initiative-3C-XXXX-0.1

    IMS 2017 Investment Logic Map Template 5 column

    1-ILM-Initiative-5C-XXXX-0.1

    Benefit Management Plan Initiative

    KPI input sheet

    2-KPI-input-sheet

    Benefit Map

    2a-BM-Initiative-XXXX-0.1

    IMS Benefit Management Plan Template

    2b-BMP-Initiative-XXXX-0.1

    Response Options Analysis Report Initiative

    Response Options Analysis Template

    3-ROAR-Initiative-XXXX-0.1 Updated April 2023

    Investment Concept Brief Initiative

    Investment Concept Brief Template

    4-ICB-Initiative-XXXX-0.1

    Program

    Investment Logic Map Program

    Investment Logic Map Template 3 column

    1-ILM-Program-3C-XXXX-0.1

    Investment Logic Map Template 5 column

    1-ILM-Program-5C-XXXX-0.1

    Benefit Management Plan Program

    Benefit Map

    2a-BM-Program-XXXX-0.1

    IMS Benefit Management Plan Template

    2b-BMP-Program-XXXX-0.1

    Response Options Analysis Report Program

    IMS Response Options Analysis Template

    3-ROAR-Program-XXXX-0.1 Updated April 2023

    Investment Concept Brief Program

    Investment Concept Brief Template

    4-ICB-Program-XXXX-0.1

    Investment Prioritisation Program

    Investment prioritisation template

    5-IP-Program-XXXX-0.1

    Organisation

    Investment Logic Map Organisation

    Investment Logic Map template

    1-ILM-Orginisation-4C-XXXX-0.1

    Organisation effectiveness Organisation

    Organisation effectiveness template

    Coming soon

    Outcome Management Plan Organisation

    Outcome Management Plan

    Coming soon

    Other useful templates

    Issues register

    0-Issues-Register-XXXX-0.1

    Further information on Investment Logic Map’s can be found here.

    Ideas Advisory would like to acknowledge the Department of Treasury and Finance (Victoria) and the © State of Victoria as the developer of the original materials.