Facilitator tips and traps

Overview

Practical tips and guidance on how to successfully facilitate an initiative-level problem definition workshop and prepare an investment concept brief.


These four guidance documents are part of the ‘shape a new investment’ series of tips and traps, written primarily for facilitators.

They provide practical tips and guidance on how to successfully facilitate and prepare the relevant materials consistent with the Investment Management Standard (IMS) version 5.0.

These documents assume that you have read and understood IMS – its principles, practices and the theory upon which it is built.

Benefits definition workshop - Facilitator tips and traps (DOC 4.03mb)

Problem definition workshop - Facilitator tips and traps (DOC 5.14mb)

Solution definition workshop - Facilitator tips and traps (DOC 3.71mb)

Strategic response workshop - Facilitator tips and traps (DOC 3.78mb)