Preparing for an ILM workshop

To help participants prepare for an ILM workshop, to understand what their role is and what to expect when participating in an investment logic mapping workshop, we have created the following short guide.

The guide focuses on the following processes and principles when preparing for an ILM workshop.

• Participants
  • To ensure that an IMS workshop is useful and efficient it is important that all participants, including the investor, understand the intent of the workshop and the expectations of participants.
  • Participants should bring a depth of understanding about the issues and be very familiar with any existing relevant materials.
• Facilitator
  • IMS workshop facilitation requires experience in managing diverse and sometimes frank conversations.
  • A key characteristic of good IMS facilitation is being ‘content-free’. This means that the facilitator must demonstrate independence in questioning and shaping the case for investment.
  • Facilitators must be willing to test all elements of the investment story from problem to solution. This delivers a more robust and compelling story and better outcomes.

Book an Investment Management Standard workshop

If you are interested in obtaining a high quality Investment Logic Map, Ideas Advisory can support you in this need. Greg Gough is an accredited investment management facilitator (since 2007). He has facilitated hundreds of workshops across the full workshop suite of the Investment Management Standard (IMS) and was instrumental in the development and testing of the ideas and facilitation techniques that make up the standard today. See Greg’s accredited facilitator profile here.

Investment Logic Mapping Fees