The document outlines challenges and strategies in investment planning, focusing on updating plans in response to changing circumstances and asset scope. It details a structured process for managing investments to meet corporate and stakeholder objectives through statistical analysis and optimized planning. Key components include a strategic five-year business plan, risk capture, and integration of ongoing projects and change management.

1. Investment Planning
Meeting Today’s Challenges and Planning for the Future

2. Challenges to Address in Investment Planning
2
Strategic
Objectives
Delivery

3. How is the plan updated
when things change?
What is the scope of the
assets within the
project?
3 Stages in which Investment Challenges must be addressed
Translation to Delivery
In-AMP Change
Management
TOTEX Investment Planning Cycle - Stages
Investment required to
deliver corporate and
stakeholder objectives
Informing PR submission

4. Strategic Business Plan Development Stage
4
Statistical
Analysis
70%?
Bottom-up
Schemes
30%?
Strategic
Business Plan
Outputs support:
• Customer engagement
• Cost and Performance ‘Envelopes’
• Timing for Larger Projects

5. Translate to Delivery Stage – Structured process in some cases
5

6. Translate to Delivery Stage – Sometimes unclear
6
Investment Plan
(Delivery)
Strategy/Planning
Investment Plan
(Strategy)
Delivery
?

7. Programme Delivery Stage
7
--..- Project A
.— Project B
-…- Project C
-.- Project D
..- Project E
--..- Project A
.--..- Project B
-…- Project C
-.- Project D
..- Project E
DeliveryStrategy
? ?
? ?
? ?

8. Programme Delivery: In-AMP Change Management
8
Forecasts Actuals
Inform Decisions
• Measuring and Managing change in the plan:
• Costs, Risks, Reactive Events and Outcomes

9. Integrated and Optimised Planning

10. 10
Strategic 5 Year
Business Plan
Statistical
Analysis
Bottom-up
Schemes
Web
App
Web
App
Web
App
Risk
Capture
Risk Triage
Annual Integrated
Optimised Plan
Ongoing
Projects
Risk
Management
Integrated and Optimised Planning

11. Strategic 5 Year
Business Plan
Statistical
Analysis
Bottom-up
Schemes
Web
App
Web
App
Web
App
Risk
Capture
Risk Triage
Annual Integrated
Optimised Plan
Ongoing
Projects
Risk
Management
Integrated and Optimised Planning
11
• Portfolio Optimisation
• Selected ‘Scenario’ Defines
Strategic Business Plan

12. Strategic 5 Year
Business Plan
Statistical
Analysis
Bottom-up
Schemes
Web
App
Web
App
Web
App
Risk
Capture
Risk Triage
Annual Integrated
Optimised Plan
Ongoing
Projects
Risk
Management
Integrated and Optimised Planning
12
Strategic Plan
Every 1 to 5 years
Monthly
• Programmes translated to
schemes of work
• ‘Virtual’ projects refined
• Specific Assets and Activities
create Delivery Plan
• Cost Centres for Reactive Work

13. Strategic 5 Year
Business Plan
Statistical
Analysis
Bottom-up
Schemes
Web
App
Web
App
Web
App
Risk
Capture
Risk Triage
Annual Integrated
Optimised Plan
Ongoing
Projects
Risk
Management
13
• Additional Options imported
• Allowing for changes:
• Reduced Budget or
• Deteriorating Performance
Monthly
Synchronised:
• Costs, Resourcing, Assets, Project Status
• e.g. planned, in-progress, complete
• Predicted vs Actual monitored
• Proactive Annual Plan: Optimised Monthly

14. Strategic 5 Year
Business Plan
Statistical
Analysis
Bottom-up
Schemes
Web
App
Web
App
Web
App
Risk
Capture
Risk Triage
Annual Integrated
Optimised Plan
Ongoing
Projects
Risk
Management
Risk Capture and Management
14
Everyday Process
• Risks raised from remote work
• Using Risk Management system & app

15. Strategic 5 Year
Business PlanBottom-up
Schemes
Web
App
Web
App
Web
App
Risk
Capture
Risk Triage
Annual Integrated
Optimised Plan
Ongoing
Projects
Risk
Management
Risk Capture and Management
15
Validation of Risks – Options:
1. Rejected
2. Work Request to address Issue
• Existing budget and Cost Centre
3. Raised for CAPEX budget request
Concern
Issues Create
Work Request
Work request accrued
to Cost centre
Risk Raised

16. Strategic 5 Year
Business Plan
Statistical
Analysis
Bottom-up
Schemes
Web
App
Web
App
Web
App
Risk
Capture
Risk Triage
Annual Integrated
Optimised Plan
Ongoing
Projects
Risk
Management
16
Dashboards
• Communicate and Track:
• Costs & Budgets
• Performance & Risk
• From Different Areas
• To Different Stakeholders
EDA Asset
EDA Portfolio
Strategic AMP
Planning
EDA Portfolio
Named
Schemes
EDA Asset
Strategic Asset
Planning
(Models)
Import
Optionsns
Annual
EDAP
Web App
Advanced
Dashboards
AMP Plan
Integrated and Optimised Planning - Dashboards

17. 17
Forecasts Actuals
Inform Decisions
• Provides Visibility of Changes and their Impacts
• Ensures Decisions are Driven by Organisational Objectives
• Results in Efficiencies and ODI returns
Benefits