need to invest

Need to Invest Investment Objectives and Case for Change Initial Options Whole of Life Capital Whole of Life Operati ng $..... to $..... $..... to $..... $..... to $..... $..... to $..... $..... to $..... $..... to $..... $..... to $..... $..... to $..... Strategic Case: Economic Case: Financial Case: Affordability and Funding: Provide an initial assessment of the overall affordability of the short-listed options and possible funding sources and requirements. The Preferred Way Forward: Insert a description of the 3-5 short-listed options, including the preferred way forward. Insert a summary of the organisational overview, operating environment and how the investment proposal aligns to relevant Government, regional, sector and organisational strategies. Commerci al Case: The Potential Deal: For each of the short-listed options, provide an initial assessment of the commercial viability of the proposal, both in terms of attractiveness to potential suppliers and in terms of providing long-term value for money to the organisation. What is the procurement strategy and approach? Objective 1: …..What you are seeking to achieve? Existing arrangemen ts Summarise the current state. Business Needs Describe the business gap, the difference between the current state and the desired future state. Scope What degree of change is required to successfully achieve the objective? What is a core must have? What is desirable, aspirational or out of scope? Benefits If the objective is successfully achieved, who will benefit, how and how we measure the gain (or loss)? Risks What contingent events could impact on the achievement of the objective? Constraint s & What are the limiting parameters within which the investment must be delivered? What other actions outside Indicative Business Case Indicative Business Case Indicative Costs Objective 3: To ………… Existing arrangemen ts Business Needs ………………… NZ Treasury 24 February 2014 2014 2015 2017 Strategic Assessment completed dd mmm yyyy •Gateway 0 …… Management Case: 2016 Approval Sought Indicative Business Case due dd mmm yyyy •Gateway 1….. Design and build phase: due dd mmm yyyy ….. Detailed Business Case due dd mmm yyyy •Gateway 2 ….. 2018 Approval Sought Procurement phase: due dd mmm yyyy •RFP ….. •Gateway 3 … •Implementat ion plan … •Contract close Programme Business Case completed dd mmm yyyy •Gateway 0 …… Approval Sought Achievability: Insert a brief description of the project management strategy and planning arrangements required to ensure successful delivery. Provide an initial assessment of the capacity and capability of the organisation to implement each of the short-listed options taking into account readiness and available resources. List the clear needs for investing in change. List: • key drivers (problems or opportunities) • root causes and effects of problems. Strategic Context Objective 2: To ………… Existing arrangemen ts Business Needs ………………… Dimension of Choice: Potential Choices by Dimension Status Quo Scope: what levels of service and coverage are possible? Describe the status quo Preferred choice within the dimension Service Solution: How can services be delivered? Describe the status quo Carried forward to the short- list Preferred choice within the dimension Service Delivery: Who can help us? Describe the status quo Preferred choice within the dimension Implementatio n: When can services be n/a Preferred choice within the dimension Carried forward to the short- list Funding: How can it be funded? Describe the status quo Preferred choice within the dimension

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Indicative Business Case. NZ Treasury 24 February 2014. Strategic Case:. Economic Case:. Financial Case:. Initial Options Analysis. Investment Objectives and Case for Change. Need to Invest. Indicative Costs. List the clear needs for investing in change. List: - PowerPoint PPT Presentation

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Need to Invest Investment Objectives and Case for Change Initial Options Analysis

Whole of Life

Capital

Whole of Life

Operating

$..... to $.....

Strategic Case: Economic Case: Financial Case:

Affordability and Funding: Provide an initial assessment of the overall affordability of the short-listed options and possible funding sources and requirements.

The Preferred Way Forward: Insert a description of the 3-5 short-listed options, including the preferred way forward.

Insert a summary of the organisational overview, operating environment and how the investment proposal aligns to relevant Government, regional, sector and organisational strategies.

CommercialCase:

The Potential Deal: For each of the short-listed options, provide an initial assessment of the commercial viability of the proposal, both in terms of attractiveness to potential suppliers and in terms of providing long-term value for money to the organisation. What is the procurement strategy and approach?

Objective 1: …..What you are seeking to achieve?

Existing arrangements

Summarise the current state.

Business Needs

Describe the business gap, the difference between the current state and the desired future state.

Scope What degree of change is required to successfully achieve the objective? What is a core must have? What is desirable, aspirational or out of scope?

Benefits If the objective is successfully achieved, who will benefit, how and how we measure the gain (or loss)?

Risks What contingent events could impact on the achievement of the objective?

Constraints & dependencies

What are the limiting parameters within which the investment must be delivered? What other actions outside the scope does success depend on?

Indicative Business CaseIndicative Business Case

Indicative Costs

Objective 3: To …………

Existing arrangements

Business Needs

…………………

Short-listed Options by Dimension:

NZ Treasury 24 February 2014

2014 2015 2017

Strategic Assessment completed dd mmm yyyy•Gateway 0 ……

Management Case:2016

Approval SoughtIndicative

Business Case due dd mmm yyyy•Gateway 1…..

Design and build phase: due dd mmm yyyy …..

Detailed Business Case due dd mmm yyyy•Gateway 2 …..

2018

Approval Sought

Procurement phase: due dd mmm yyyy•RFP …..•Gateway 3 …•Implementation plan …•Contract close

Programme Business Casecompleted dd mmm yyyy•Gateway 0 ……

Approval Sought

Achievability: Insert a brief description of the project management strategy and planning arrangements required to ensure successful delivery. Provide an initial assessment of the capacity and capability of the organisation to implement each of the short-listed options taking into account readiness and available resources.

List the clear needs for investing in change. List:• key drivers (problems or opportunities) • root causes and effects of problems.

Strategic Context

Objective 2: To …………

Existing arrangements

Business Needs

…………………

Dimension of Choice:

Potential Choices by Dimension

Status Quo

Scope:what levels of service and coverage are possible?

Describe the status quo

Preferred choice