Investment Management Framework

Designed to shape investments to deliver benefits to your organisation

The investment management Framework (IMF) is a simple, common-sense way to help organisations to direct their resources and achieve the best outcomes from their investments.

The Framework is based on the Victorian Government – Department of Treasury and Finance Investment Management Standard

Diagram of 3 people reviewing charts as part of the Investment Management Framework

The Framework

What will it do for you?

Organisations that use the Framework will realise more financial and non-financial benefits. They will be able to demonstrate if problems have been solved, opportunities taken up and benefits delivered for the costs that have been allocated.

Too often a Business Case proposes a solution, yet the question we should ask more often is ‘solution to what’? If we haven’t defined the problem, how can we know that the proposed solution will actually help us? How do we know we all have the same perception of the problem situation?

We risk creating the unenviable situation where we deliver everything that we’re asked for, only to discover that isn’t what was actually needed. This can create distrust between business teams, and can create a very negative feeling towards ‘change’ in organisations.

I suspect many people will empathise with this statement!

Diagram of 4 people unravelling a ball of string and turning it into a tidy loop, going from confusion to clear idea and direction.
Diagram of 3 people standing in front of a clipboard with items being checked off.

The Benefits

  • Ensures that your organisation is investing in projects that deliver the best cost benefit ratio
  • Identifies the root cause of problems that need to be addressed – too often projects focus on solving the wrong problem
  • Monitors benefits to make sure they are delivered – the investment or business cases are not completed until the benefits have been realised
  • Provides the foundation to align all resources behind the project e.g. change management, project management.

Problems Addressed

  • Organisations working on projects that do not provide the best value for money
  • Organisations working on the “wrong” projects because they do not have a way of finding out what are the “right” projects
  • Benefits are not delivered or tacked
  • Problems have not been solved and are still causing issues

Why Equal Bytes?

We have been helping organisations to implement the Framework or aspects of it for over 20 years.. 

Our consultants have used the Business Case Framework to assist many organisations including:

South East WATER logo
City of Yarrra logo
BWI logo
Museum Victoria logo
MCC logo
Glen Eira City Council logo
Wellington Shire Council logo
Warrnambool City Council logo