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Management Approaches to Resource Allocation


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Appendix B. Interview Guide

TBS Survey on Investment Planning

Contact:
Company/Organization:
Address:
E-mail:
Telephone:

1. Background Information


  • 1.1 Type of Industry?
    • Government
    • Municipal, Universities, Schools, Hospitals,
    • Utilities
    • Banking
    • Insurance
    • High Tech
    • Retail
  • 1.2 Total capital budget? AND Total capital budget in terms of:
    • IT
    • Real Estate
    • Fleet

2. Investment Planning Cycle – Processes and Timing


  • 2.1 Does your organization prioritize its investment needs and, if so, how?
  • 2.2 Does your organization have a plan that outlines planned investments in capital and/or acquired services? If so, how many years does this plan cover?
  • 2.3 If so, when was this adopted? What preceded it?
    • 2.3.1 How often is the plan updated?
  • 2.4 What changes have been made in your organization as a result of implementing an investment planning process?
  • 2.5 Describe your resource allocation process for investments in capital and/or acquired services. Please touch on whether the process is formalized or not.
  • 2.6 Has your organization experienced any difficulties from an asset or acquired services resource allocation and/or planning perspective? If yes, please describe the difficulties.

3. Investment Planning Governance – Roles and Responsibilities


  • 3.1 Who in your organization is responsible for making resource allocation decisions?

4. Risk Management Approach


  • 4.1 Does your organization’s planning and/or resource allocation process take into account risk, and if so, how?
  • 4.2 Does your organization have an established process to ensure key asset risks are communicated to the individual(s) in your organization responsible for resource allocation?

5. Key Performance Indicators


  • 5.1 What are some of your key performance indicators?
  • 5.2 Does your organization track the performance of its existing assets and if so, how?

6. Tools


  • 6.1 What information systems and technology are in place to support your organization’s planning and/or resource allocation process?

Glossary

Acquired Services

Services obtained through formal arrangements, such as contracts, memorandum of understanding and letters of agreement, to support internal or external clients or stakeholders in achieving specific outcomes (TBS)

Asset

Tangible and intangible items of value that have a future life beyond one year, whether they are Crown-owned, -leased or accessed through other arrangements. (TBS)

Investment

The use of resources with the expectation of a future return, such as an increase in output, income or assets, or the acquisition of knowledge, or capacity. (TBS)

Portfolio

The complete assets and investments held by an investor or by an organization. (Collins)



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