Effective Asset Management and Investment Planning

Realise the best value from your assets by balancing investments, opportunities and risks against the desired performance

Attend this three-day course to:

  • Align business activities and investment plans to exploit the full potential and performance of existing assets
  • Review decision-making processes covering capital investment and asset renewals to maximise value and returns
  • Increase the efficacy of investment in and business planning for new infrastructure by conducting multivariate scenario and case analysis
  • Explore current developments and future potentials to stay ahead of regulatory, market and technology changes
  • Optimise life-cycle costs to balance the opportunities and risks against the required performance of your assets

This course has been accredited with 3 CPD points from SAAMA

What is the programme about?

Infrastructure assets, and value realised from them, are the fundamental basis for any organisation in the power sector. But a tougher economy and structural changes of the marked are causing revenue changes. Higher input costs, stretched supply lines and the need to invest in infrastructure are putting significant additional cost into the value chain. Consequently, any investments and long-term business plans require careful and coordinated planning, selection, acquisition and development of assets to maximise their value and return of investment. But changing conditions, be it on the political, economic or technological level, can result in financial and planning uncertainties. The impacts can be averted by the right decision-making optimising the value and performance of the assets under varying market conditions.

This focused three-day programme has been designed to deliver the essential knowledge and understanding of asset investment, business planning, regulations, and IT systems to support asset management processes in the power industry.

This course has been accredited with 3 CPD points from SAAMA


Power industry professionals seeking to gain a strategic overview of the concepts and methodologies, alongside practical tips for improving their investment planning and maximising the asset value including:

  • General Managers  
  • Asset Management Enhancement Managers
  • Asset Management Planning Engineers
  • Asset Investment Planners
  • Asset Management Coordinators
  • Senior Investment Officers
  • Business Integration and Performance Management Managers
  • Risk Managers
  • Investment Analysts
  • Performance Advisors
  • Asset Allocation Analyst
  • Managers, advisors and experts in a range of organisations including:
    • Power generation, transmission and distribution companieS
    • National and international oil&gas companies
    • Governments, regulators and market operators
    • Industry associations
    • Finance and investments institutions
    • Consultancies

This course has been accredited with 3 CPD points from SAAMA


The Principles of Asset Management

  • General definitions
  • Asset Management Systems and standards
  • Links to other systems and standards
  • The EFEQM model
  • The asset management landscape
  • Conceptual models for asset management

The Asset Lifecycle

  • Creation and acquisition
  • Operation and maintenance
  • Renewal and life extension
  • Disposal

Asset Strategies and Plans

  • The need for strategies and plans
  • The use of strategic scenarios
  • Asset Strategy Frameworks (the organisation of strategies)
  • Asset Planning Frameworks (Delivering the objectives)

Asset Strategy Objectives

  • The Line of sight concept
  • Investment drivers
  • Outcome Driven Results (leading / lagging indicators
  • Business Model Diagram

Interactive session: Business Model Diagram
Participants will take part in an interactive review and analysis of business model diagram to find the best balance between investments, opportunities and risks


The Investment Planning Process

  • Essential elements of a plan
  • Planning horizons
  • The role of cross functional teams
  • Top down approaches
  • Bottom up approaches
  • Planning workshops

Interactive session: Planning Workshop
Participants will take part in an interactive planning workshop to apply different approaches over varying time horizons

Planning Tools and Techniques

  • Context setting
  • Application portfolio
  • Risk identification
  • Inspections and audits
  • Failure consequences
  • Prevention analysis
  • Root Cause analysis

Risk and Prioritisation

  • Criticality
  • Prioritisation of issues
  • Non-financial factors

Asset Information

  • Asset Registers and their application to planning
  • Asset taxonomy
  • Data types

Forecasting and Modelling Tools

  • Reliability Concepts
  • Failure modelling
  • Cost risk optimisation
  • Lifecycle modelling
  • Verification and validation of models
  • Limitations of models   


Developing Investment Options
Cost saving opportunities by planning phase
Value management/ value engineering,
Non-financial factors

Investment Appraisal – Risk and Cost Benefit

  • Financial factors
  • Appraisal techniques
  • Project selection

Interactive session: Risk and Cost Benefit Analysis
Participants will take part in an interactive risk and cost benefit analysis to explore cost saving opportunities and investigate the scope of financial factors

Programme Development

  • Project grouping
  • Affordability aspects
  • The budget setting process
  • Programme deliverability
  • Project and programme approval

Presentation of the Plan

  • Supporting documentation
  • Structuring the business case
  • Presenting the business


Course Categories

Delivered by

Andy Hunt has over 23 years of experience in the oil & gas, power & utility, transportati

Dates & Locations

This course is only available as a custom course tailored for your business, contact us to discuss your requirements.

Testimonials for our Courses

"This is my first time, it was a good experience"