Asset Strategy and Investment Planning
Working with you to turn complex asset data and organisational targets into a deliverable Board approved plan. Developing short-, medium- and long-term investment programmes to meet your strategic objectives.
We provide support from targeted advisory inputs (workshops, gap analysis, compliance and standards) to full document drafting and implementation support.
Engaging with stakeholders from Board/Executives to Resident Committees we work to understand the strategic needs of your organisation. Supported through data analysis, stock profiling, performance modelling, compliance reviews, investment plan modelling, and implementation planning.
Typical service includes:
- Preliminary advisory and scoping
- Engagement with board and executive teams, internal departments and resident groups
- Data review, health check, gap analysis to drive realistic and achievable strategic targets
- Property stock profiling - what you own, characteristics, archetypes, locations.
- Setting standards / quality aspirations / housing quality standards
- Regulatory and other performance targets (e.g. EPC C by 2030, DHS 2)
- Document drafting and presentation delivery – including team training and action plans
- Development of short, medium and long-term investment plans
- Conversion of investment plans into deliverable procurement-ready works programmes
- Transparent and presentable plans with clear financial assumptions aligned to your LTFP/HRA Business plan
- Investment programmes – both capital and revenue – at portfolio, estate, block and unit level
- Lifecycle and cost forecasts transparently modelled against market tested Schedule of Rates
- Board and Resident friendly scenarios and recommendations – clearly demonstrating investment priorities
What to expect
- Single, Board‑ready Asset Management Strategy document and roadmap.
- Supporting Operational Action Plan providing team and individual 121 objectives
- Workshops tailored to Executive, Board and Resident needs.
- Data gaps and compliance risks clearly prioritised – with recommendations to resolve
- Investment scenario modelling aligned to regulatory and corporate standards and targets.
- Deliverable Investment programmes aligned to your existing contract arrangements or future Procurement activities
Projects
(Pending review) Asset Management Strategy, Energy Strategy and Asset Appraisal
Waverley Borough Council
Appointed through a formal procurement process to deliver a full package of strategic, technical and analytical support. Our team worked closely with Waverley’s senior officers, bringing together…
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FAQs
Yes, we can provide interim asset management strategies or actions plans to support regulatory inspections, short-term plans supporting wider change management activities, or focussing on key areas such as compliance, repairs, energy efficiency or capital investment.
We can build upon existing plans or develop a new asset management strategy from its foundation. We will work with you to understand your overall corporate strategic objectives and align your asset management strategy to this.
We have extensive experience working with resident boards, panels and representatives at an organisational and local level, ensuring that their views and feedback are captured within any Asset Management Strategy. We have delivered workshops and feedback sessions to gain this insight as well as reviewing customer feedback and complaints. Our experience with Local Authorities means that we are also experienced in working alongside local Councillors and Portfolio Holders to capture their views.
Not at all. Part of the process will be to identify where you may have areas of data that need improvement and this will inform the strategy and data compliance targets.
We take pride in that every strategy we develop is bespoke for our client. Using our sector experience and knowledge we adapt strategies to meet the corporate objective and financial parameters of the organisation. We also work alongside internal client Communications teams to ensure that the strategy is written in the tone and style of your organisation.
We can stay involved post‑approval to help mobilise programmes, set KPIs and track delivery or hand over with a clear implementation Action Plan.
Of course, we are happy to review your current strategy and let you know whether there have been changes in the sector. We can also work with your teams to understand what has been delivered and what targets are challenging to meet. This can be provided as standalone feedback or as an updated strategy.
We run sensitivities and scenarios (cost, timing, standards) and present implications for affordability, risk and outcomes, supporting robust decision‑making. Our wider practice activities in procurement and contract administration ensures that we are at the forefront of market costs. Working with your finance departments we take time to understand and capture your business and risk assumptions and that they are accurately reflected in investment plans.
Yes, we review procurement and delivery options to align resource, supply chain and programme risks with the investment plan.
Absolutely. Our models and outputs are structured to sync with finance colleagues’ LTFP/HRA and treasury assumptions. We understand these investment plans is critical to your organisational financial sustainability and drives critical decision making around resource planning, development capacity and borrowing and ensure that this is forefront of our thinking when developing investment plans.
Firstly, we will work with your internal teams to understand what data you already hold and the confidence levels in this data. Additionally, we will understand your strategic and operational priorities to ensure that this is reflected in the resulting plan. Our experience allows us to make informed assumptions where data is not present, and we can guide and support you on obtaining this data over time to develop an ongoing robust investment plan.
Get in touch
TBC