Accredited Investment Management Facilitator

Mark Young Coverpoint Consulting

Organisation Overview

Mark is currently an independent consultant who has been working as a management consultant in New Zealand since 1997. Before he setup his own independent consulting business Mark held senior roles in New Zealand based consultancies and multi-nationals and has worked with a wide variety of organisations across the public and private sectors.

Coverpoint Consulting specialise in Investment Logic Map Facilitation, Organisation Change Management, Project Setup and Project Dispute Resolution.

Facilitator Profile

Mark is a highly experienced facilitator and management consultant, skilled in the development of investment models and business cases to support decision makers.

Mark is also a highly experienced change/project management consultant with extensive skills gained over 30 years in various senior consulting and management roles. Mark offers a wide range of specialist consulting services to clients throughout the full change lifecycle. These include structured approaches to problem definition, project setup, stakeholder engagement and resolving project disputes/issues.

Mark takes pride in his successful track record of assisting organisations through difficult business/IT change initiatives. This is achieved through a combination of utilising best practice techniques, career lessons and a naturally collaborative working style.

Mark holds accreditations in ILM facilitation, MSP (practitioner), Prosci (change management) and AAMINZ (mediation). About Investment Management The Investment Management Standard (IMS) is a collection of simple, commonsense ideas and practices that help organisation to direct resources to deliver the best outcomes.

The standard has been evolving since 2004 as a response to investment practices that were increasingly complex but failed to focus on the real need for an investment or the benefits that would be delivered. Its uses have expanded to the point that it is now a system that can support the primary investment decision-making functions of any organisation on multiple levels, from a decision about a single investment initiative to whole- of-organisation decisions that refocus the organisation’s direction. For more information on how IMS can be used to aid your organisation go to www.dtf.vic.gov/investmentmanagement.

Costs Note: As part of the engagement you might choose to do one or all workshop for the particular practise. Consult the facilitator and make yourself familiar with the investment management practises. If any prior IMS workshops have been developed on your investment make sure you inform the facilitator.

Service Cost (ex. GST) Per Workshop Package Shape new Investments Problem Definition Benefit Definition $8,000 Strategic Response Solution Definition Prioritise investment proposals Problem Definition (Program) Benefit definition (Program) Strategic Response $8,000 Solution Definition (Program) Investment Prioritisation (Optional) Develop new policy Problem Definition (Program) Benefit definition (Program) $8,000 Strategic Response Solution Definition (Program) Re-focus an organisation to improve its effectiveness Organisational Expectation Current Effectiveness $8,000 Potential Changes Intended Changes Monitor an organisation’s outcomes Organisational Expectation Benefit Definition (Organisation) $8,000 Benefit Validation (Organisation) Organisational Effectiveness

Contact Details Mark Young Director Coverpoint Consulting 21 Paparoa Crescent, Aotea, Porirua, Wellington Mob: +64 (0) 21 607 095 Email: [email protected]