Facilitator guidance and templates

This section provides information to assist people aspiring to become accredited facilitators and to help those who are accredited to keep abreast of current best practices.

DTF strongly advises Victorian Government agencies to use accredited facilitators to conduct IMS workshops.

How to become an accredited facilitator

The process of becoming an accredited facilitator aims to test a person's understanding of the theory behind the standard and the way they apply it as a facilitator. Further information on the IMS facilitator training and accreditation process can be found on the Investment management facilitator training and accreditation page.

Facilitator reference guides

This series of facilitator reference guides provide practical tips and guidance to successfully facilitate workshops and prepare the relevant materials consistent with the Investment Management Standard 2017.

IMS Technical Guide for Facilitators Problem Definition Workshop (WORD 1.2 MB)

IMS Technical Guide for Facilitators Benefits Definition Workshop (WORD 903.23 KB)

IMS Technical Guide for Facilitators Response Definition Workshop (WORD 1.01 MB)

IMS Technical Guide for Facilitators Solution Definition Workshop (WORD 983.86 KB)

Templates

Templates for IMS outputs, including the Investment Logic Map, Benefits Management Plan, Response Options Analysis Report and Investment Concept Brief, are contained here. They have been developed to assist IMS accredited facilitators

The Investment Logic Map – Initiative is for single investments

IMS 2017 Investment Logic Map Template Initiative (WORD 69.42 KB)

IMS 2017 Investment Logic Map Template Initiative (PPT 46.2 KB)

The Investment Logic Map – Program is for a program of new investments

Examples are currently under development and will be published shortly.

The Investment Logic Map – Organisational is for single investments

Examples are currently under development and will be published shortly.

Benefit Management Plan

IMS 2017 Benefit Map Benefit Management Plan Template Initiative (WORD 82.62 KB)

IMS 2017 Benefit Map Benefit Management Plan Template Initiative (PPT 43.17 KB)

IMS 2017 Benefit Management Plan Template Initiative (WORD 70.18 KB)

Response Options Analysis Report

IMS Response Options Analysis Template (EXCEL 72.46 KB)

Please note that the Response Options Analysis Template was updated in June 2020 to correct an issue with the embedded macros that had become apparent as a result of upgrades to Microsoft Word. Please contact the Investment Management team at investmentmanagement@dtf.vic.gov.au if you experience any further issues with this report.

Investment Concept Brief

IMS 2017 Investment Concept Brief Template Initiative (WORD 45.79 KB)

2017 IMS refresh training

IMS facilitator training was held on Tuesday 29 May 2017. Presentation materials are available below.

Facilitator Forum 2017 IMS Refresh May 2017 Presentation (PPT 1.32 MB)

The following video provides a summary of the facilitator training. Please use this in conjunction with the other materials provided on this page.

First speaker: Rae Fankhauser

Welcome and context (00:00:32)
Practice change - Considering uncertainty (00:17:26)
Practice change - Problem definition workshop (00:39:38)
Practice change - Benefit definition workshop (00:54:57)
Practice change - Response options workshop (00:58:47)
Practice change - Solution definition workshop (01:07:09)

Second speaker: Eldar Salkovic

Accreditation (01:14:23)

Investment management facilitators forum

View transcript

Reviewed 10/07/2024