An investment promotion agencyInvestment promotion
Developing an investment playbook
- 1playbook with best practices, operating procedures and KPIs
- 2024–2028strategic plan reviewed
The ask
Develop a practical investment playbook to guide investor targeting, with recommended standard operating procedures (SOPs) and KPIs.
Also delivered
- A playbook built around steps the team can implement
- Executives and team aligned on it through rounds of review
Our approach
- Analysed the country's investment and export positioning
- Reviewed the organisation's 2024–2028 strategic plan
- Analysed global best practice in investor targeting, engagement programmes and KPIs
- Benchmarked comparable agencies and their tools, including Wesgro and the UK Department for International Trade
- Drafted the playbook and refined it with the executives and the wider team