Jim McMahon
Caravel Group (NZ) Ltd
Accredited Investment Management Facilitator
Organisation Overview
Caravel provides project management and professional consulting services. Since 1990 we have helped our
government and corporate sector clients achieve lasting benefits by resolving problems and seizing
opportunities through technology, process and organisational change.
In addition to project and programme management, our expertise includes governance, Programme
Management Office (PMO) establishment and operation, Independent Quality Assurance (IQA), due diligence,
business case development and benefits realisation. Our staff and Associates work collaboratively with clients
and use proven methodologies and experience gained across a range of industries including government,
telecommunications, banking and finance, health and transport.
Caravel has adopted the Investment Management Standard as an effective methodology to quickly identify
whether a proposed investment is justified and ensure its alignment with an organisation’s strategic intent.
Caravel services the needs of its clients from our office in Wellington. We value our reputation for delivering
what we promise, using sound project practice and know-how in combination with a pragmatic approach
applicable to each assignment.
Facilitator Profile
Jim is a Director of Caravel Group (NZ) Ltd and brings over 30 years of experience working in the
telecommunications and IT sectors. He has held senior positions in New Zealand and international
organisations, working at executive management levels in technology, marketing, operations and Chief
Operating Officer roles.
Jim applies his sector and business experience to help organisations develop and implement their strategic and
investment planning programmes. He facilitates ILM workshops across a spectrum of government agencies to
shape and prioritise investment decisions and establish the strategic arguments to inform the Better Business
Case (BBC) process.
Jim is particularly interested in working with clients to ensure their reasons for undertaking major investment
programmes are well understood and aligned with strategic objectives. His ability to synthesize experience and
critical thinking is complemented by qualifications that include:
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Bachelor of Engineering (Electrical)
Master of Business Administration (Strategy and Finance Majors)
Accredited PRINCE2® Practitioner
Accredited Investment Logic Mapping (ILM) Facilitator
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 wholeof-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
Shape new Investments
Problem Definition
Benefit Definition
Strategic Response
Solution Definition
Prioritise investment proposals
Problem Definition (Program)
Benefit definition (Program)
Strategic Response
Solution Definition (Program)
Investment Prioritisation (Optional)
Develop new policy
Problem Definition (Program)
Benefit definition (Program)
Strategic Response
Solution Definition (Program)
Re-focus an organisation to improve its effectiveness
Organisational Expectation
Current Effectiveness
Potential Changes
Intended Changes
Monitor an organisation’s outcomes
Organisational Expectation
Benefit Definition (Organisation)
Benefit Validation (Organisation)
Organisational Effectiveness
Contact Details
Jim McMahon
Director, Caravel Group (NZ) Ltd
Level 5, 166 Featherston Street
PO Box 882
Wellington
Ph: +64 4 499 4997 Mob: +64 (0)27 282 4649
Email: [email protected]
Cost (excl. GST)
Per Workshop
Package
$1800.00
$1800.00
$1800.00
$1800.00
$6,500.00
$1800.00
$1800.00
$1800.00
$1800.00
$1800.00
$6,500.00
($8,000.00 with
optional workshop)
$1800.00
$1800.00
$1800.00
$1800.00
$6,500.00
$1800.00
$1800.00
$1800.00
$1800.00
$6,500.00
$1800.00
$1800.00
$1800.00
$1800.00
$6,500.00