Investment Management Facilitator Accreditation.

The Investment Management Standard (IMS) is a collection of simple, common-sense practices that enable an organisation to develop policies and business cases to address public policy issues and problems.

The Investment Management Standard (IMS) is a collection of simple, common-sense practices that enable an organisation to develop policies and business cases to address public policy issues and problems.

The successful application of the IMS depends on the outcome of one or more of a series of structured and facilitated ‘informed discussions’. A key to the success of these discussions is the role and capability of a skilled facilitator to direct the discussion and document the agreed investment story. Skilled Investment Management facilitators achieve high quality outcomes.

DTF established an accreditation process to ensure that departments and agencies could access trained, high quality and reliable IMS facilitators. Accredited facilitators names and details are published on the DTF website. This aims to assist departments and agencies by giving them greater certainty that the Investment Management services they procure is of an appropriate standard.

How to become accredited

STEP 1 - Understanding the theory

You are strongly advised to attend the Investment Management Facilitator training sessions but it is not mandatory, see Facilitator Training section below.

STEP 2 - Understanding the theory

You must submit three (minimum) separately completed and submitted investment logic maps (ILMs) to Innox Solutions: eldar@innoxsolutions.com

Feedback will be provided on submitted ILMs in both written and verbal form (this may be either by phone or face to face).

Submission of subsequent ILMs should be after receipt of feedback from the previous submission. This process may take some time depending on the level of understanding and quality of each submission. The submitted ILMs do not need to be about government investments.

Initial feedback is expected to be provided within 72 hours (during business days) of receipt of each ILM.

We recommend (but it is optional) that the first ILM is a ‘desk’ ILM, which depicts a real investment that demonstrates an understanding of the structure and storytelling involved, but without the added complexity of group facilitation.

Each ILM must be sent with a completed quality assessment form and investor feedback form.

Get in touch with us

If you believe that we are the right firm who can assist with Investment Logic Maps and full suite of Investment Management standard Workshops, please send us your contact details via the below form and we will get in touch with you.

Cost.

The table below provides the minimum costs (GST inclusive) you can assume for attending the training (Part 1 and Part 2) and submitting the minimum requirement of ILMs for assessment:

Type

Australian
public service

Private Sector

Attend two, one and
a half day facilitator
training courses

$2530
(2x $1265)

$2750
(2x $1375)

Submission of three
(minimum) ILMs

$1050
(3x $350)

$1050
(3x $350)

Total Cost

$3580

$3800

To remain accredited when the 12 month accreditation period expires, facilitators must submit at least one investment logic map (ILM), ILM quality assessment form and the facilitator feedback form, within the three months of accreditation lapsing.

 These documents will be assessed with written and verbal feedback provided by the facilitator accreditation support provider Innox Solutions (Eldar Salkovic). Subject to the quality of the documents, additional examples may be required.

 If your documents demonstrate that the standard of an accredited facilitator has been met, accreditation will be granted by DTF for a further 12 months.

 If these steps are not satisfactorily completed, your name and consultant profile will be removed from the accredited facilitator website.

 If accreditation has lapsed longer than 12 months, you may be required to repeat the initial accreditation process.

Facilitator training

We recommend that aspiring facilitators attend facilitator training. It is not mandatory for accreditation but experience shows it is effective in providing the skills needed for accreditation and DTF recommends to departments and agencies that they use an accredited facilitator.

 The training is broken into two parts:

  • Part 1 Problem definition and the investment logic map); and
  • Part 2 Driving value in investment decision-making.

Each part is one and a half days duration. The training provides an understanding of the fundamentals of facilitating the informed discussions and allows participants to practice their skills and receive feedback for all workshops across the Investment Management Standard suite of workshops.

This training is also suitable for people who do not intend to become an accredited facilitator but are seeking more in-depth understanding, with a view to implementing the practices within their organisation. 

The cost for Part 1 and Part 2 of the investment management facilitator training is the same. Each part costs:

  • Victorian public service and Victorian local government staff -$1 265 (GST incl.); and
  • Others – $1 375 (GST incl).

Get in touch with us

If you believe that we are the right firm who can assist with Investment Logic Maps and full suite of Investment Management standard Workshops, please send us your contact details via the below form and we will get in touch with you.

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Get in touch with us

If you believe that we are the right firm who can assist with Investment Logic Maps and full suite of Investment Management standard Workshops, please send us your contact details via the below form and we will get in touch with you.