FANKHAUSER
Facilitator Training
Training Course - Facilitator Training

Investment Management Standard (ILM) Part 1

Problem Definition and the ILM- Application and Facilitation

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This course provides a comprehensive overview of the Investment Management Standard and focused training in the facilitation of the Problem Definition workshop and preparation and assessment of an Investment Logic Map.  

The course is the critical foundation for individuals and organisations wanting to make clear, logical, evidence-based investment decisions. 

Course options include a one-and-a-half day (in-person course) in Melbourne or part of the 3 day IMS Combined courses in Sydney, Brisbane or New Zealand or 3 morning (online) training course

Who is this training for

This course is aimed at those people who wish to become facilitators and take the pathway to accreditation as well as strategists, policy officers, business case writers, project managers and those involved with evaluation.

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 Investment Management Standard (ILM) Training  Part 1 – Problem Definition and the Investment Logic Map is an intensive, practical course introducing critical elements of the Investment Management Standard and in-depth exploration of the scope, intent, facilitation and quality assessment of the Problem Definition workshop and the Investment Logic Map.

It introduces specific techniques and tools that builds learner’s capability in the application and facilitation of the Problem Definition workshop and its use in business case preparation, strategic planning and investment prioritisation.

Class size is small with typically 8-10 participants. Our approach prioritises active learning and enables customisation of learning experiences to the needs of individual participants. Training incorporates stimulating formal presentations, targeted  practical exercises and high levels of class participation.

The key areas covered are:

  • Principles of the Investment Management Standard

  • Focus of the workshops in the Investment Management Standard suite

  • Problem Definition workshop scope and techniques and tools

  • Preparing and assessing Investment Logic Maps

  • Preparing a desk Investment Logic Maps

Course participants will:

  • Understand the principles, intent and importance of the Investment Management Standard in investment planning, prioritisation and decision-making

  • Understand  when the Investment Management Standard workshops can be used

  • Apply skills in unpacking a problem and shaping  robust evidence-based problem statements

  • Practice aspects of workshop facilitation and workshop participation

  • Develop assessment skills to test the quality of an Investment Logic Map

  • Prepare a desk ILM

Participants will receive a training manual which covers all the materials and activities covered in the course.

Is Investment Management and ILM the same thing?

The Investment Management Standard is the investment shaping and decision-making approach developed and used by the Victorian government as well as other organisations in jurisdictions across Australia and New Zealand. https://www.dtf.vic.gov.au/infrastructure-investment/investment-management-standard   The Investment Management Standard is known as ILM or Investment Logic Mapping in New Zealand.  https://www.treasury.govt.nz/information-and-services/state-sector-leadership/investment-management/better-business-cases-bbc/bbc-methods-and-tools/investment-logic-mapping 

Our training is appropriate for IMS applications in Australia and New Zealand.

Is the Investment Management Standard just for government?

The processes and practices used within the Investment Management Standard are useful for private and public sector organisations, academic institutions and not-for-profit organisations. The thinking and methodology  aims to help organisations direct their resources to achieve the best outcomes from their investments. A tightly focused, structured set of conversations with the right people about a significant need/problem, the benefits that need to be delivered and shaping options and a preferred solution is  critical to smart decision-making for all organisations. 

Do I need to have facilitated a workshop or know anything about IMS/ILM before the training?

You don’t need to facilitate IMS workshops or do a lot of work before attending the training. All the key aspects of the IMS will be covered. However doing some early pre-reading outlined in our communications with you (after you book in) will help you to get the best out of the course.

Who is authorised to deliver IMS training?

The Department of Treasury and Finance (DTF) has appointed Fankhauser and Associates as the only organisation authorised to design and deliver IMS training.

This means:

  • Our training is officially recognised by DTF
  • Participants receive the most accurate and up-to-date content
  • Courses are delivered by approved facilitators with direct IMS expertise

While IMS documentation is publicly available, our programs are the only ones officially approved by the Department. Training with the ONLY approved provider delivers consistent understanding and recognised outcomes, reviewed and supervised by DTF.

By training with us, you can be confident you are receiving the authoritative, Department-backed IMS learning experience.

What if I start a course and then can’t complete it?

We will make every effort to assist you with getting some coverage of the course content that you have missed but we won’t be able to reschedule you or offer you a refund.

What if I book a course and need to cancel or postpone it?

We understand that things happen so….

If you are unable to attend the course you have booked into you can transfer your booking to another staff member or colleague prior to the start of the course. Just let us know. There will be no charge.

However, if you need to cancel or postpone your course (and can't find a replacement):
•    More than 10 business days notice, there will be no charge. We will look to find another suitable course or you will receive a full refund of your payment.
•    Between 5-10 business days notice, 75% refund of the full course fee or 75% credit can be applied to a new course
•    Less than 5 working days notice, 25% refund of the full course fee or 75% credit can be applied to a new course.

What happens if a course is cancelled?

Course cancellation is a very rare event!

However,  if we have to cancel a course due to unforeseen illness of the facilitator  OR if there are fewer than 6 registered training recipients within 10 business days before the scheduled course we will notify you immediately and any registration fees already paid for the course will be fully refunded, or transferred to the next available course upon agreement with the you.

Do I have to pay online or can I request an invoice?

You are able to book into any course using  credit card payment, electronic funds transfer,  request an invoice or pay using  paypal. If you need an invoice simply select this payment option. You will be booked into the course and an invoice sent to you as part of the booking process. Payment should be completed prior to the start of the course

In-house Course

In-house courses are available. If you are interested in customised in-house courses please contact us to discuss your needs. We can design a bespoke course that address your learning priorities and business needs.

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Upcoming Dates

ONLINE

10 Nov 2025 – 12 Nov 2025
6 places available
$ 1,150.00 + GST
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23 Mar 2026 – 25 Mar 2026
10 places available
$ 1,150.00 + GST
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MELBOURNE

15 Dec 2025 – 16 Dec 2025
9 places available
$ 1,250.00 + GST
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16 Feb 2026 – 17 Feb 2026
10 places available
$ 1,250.00 + GST
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