case studies

Financial Services

Business Project Portfolio Investment Evaluation

Client
TSB Bank plc
Sector
Financial Services

Project description

The Business Programme Investment Office (BPIO) had been set up by the Executive to improve the management and effectiveness of the total portfolio of investment projects.

BPIO had to make a fast start and to deliver value quickly.

Chaucer created and led a two day intensive planning workshop to define the BPIO’s role, organisation, processes, evaluation criteria and business plan for approval by the Executive.

Chaucer then assisted the Director in a detailed review of two major multi-phase multi-project programmes which together accounted for a significant proportion of the available project resources and budget.

Outcome

BPIO was successfully established in TSB, and has been extended to cover the merged Lloyds TSB Group portfolio.