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Integrated Value Planning

The planning framework for a Climate-Integrated Enterprise

Integrated Value Planning is the planning discipline that brings climate, energy and resource pressures into business planning, capital allocation and governance. Strategy, finance, sustainability and operations use shared assumptions, resolve trade-offs in existing forums and connect priorities to budgets, owners and delivery.

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For example, the growth plan and an investment case should use consistent energy-cost assumptions. A sourcing decision should reflect resource dependencies as well as purchase price. The framework helps teams build those disciplines into the planning processes they already use.

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Integrated Value Planning Process, shows five step process, underpinned by governance and the statement - climate and resource pressures built into the decisions that shape value

​What Integrated Value Planning changes​

Shared evidence and assumptions

Teams work from shared assumptions about the operating environment and the business consequence of changing conditions.

Clearer trade-offs and ownership

Commercial, financial and sustainability choices are resolved in the forums with authority to decide, with accountabilities made explicit.

Better choices

Climate and resource variables enter strategy and investment appraisal alongside demand, cost, capacity, risk and return.

Delivery and reporting from the same system

Agreed actions enter budgets, portfolios and performance reviews. Reporting draws on the same management information rather than a separate reconstruction exercise.

How the work fits together

The Business Plan Pressure Test is a quick self-check. Five questions, answered from what you already know, show whether there may be something worth looking into.

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The Business Plan Pressure Diagnostic tests a live plan or decision and identifies the changes that matter first. Integrated Value Planning provides the discipline for building those changes into the next planning cycle and investment decisions.

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The Climate-Integrated Enterprise describes the business capabilities this supports. Integrated Value Planning is a framework used in the advisory work, not a separate diagnostic product.

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