Estimate cost and effort for tax digitisation projects using more than one method.
Managing Tax System Digitisation and Revenue Collection Projects
A concise, decision-focused programme covering tax digitisation projects end to end.
Course Overview
A schedule for tax digitisation projects without a critical path is a wish list with dates. Scope on this part of project and portfolio delivery expands through small agreements made in isolation. Cases are chosen to expose the trade-offs in this strand of project and portfolio delivery rather than to illustrate ideal conditions. Participants develop a defensible line of reasoning for the choices they make about tax digitisation projects. The course gives participants a defensible structure for the project and portfolio delivery capability and the judgement to adapt it. Plans for this aspect of project and portfolio delivery often fail at the handover point between functions. The material serves both public bodies and commercial organisations dealing with tax digitisation projects. The professional literature on the practice within project and portfolio delivery converges on a small set of controls that reliably work. Participants leave with a first-ninety-days plan for this aspect of project and portfolio delivery rather than a set of notes.
Expected Learning Outcomes
Plan handover and benefit realisation for tax digitisation projects.
Review contracts and agreements for the obligations they create around tax digitisation projects.
Set acceptance criteria for tax digitisation projects before work begins rather than after.
Define the scope and boundaries of tax digitisation projects so that responsibility for it is unambiguous.
Build the reporting on tax digitisation projects that gives early warning rather than reassurance.
Manage contracts and suppliers delivering parts of tax digitisation projects.
Who Should Attend
Contract and procurement staff supporting tax digitisation projects.
Business partners who must understand tax digitisation projects well enough to challenge it.
Staff seconded into improvement work on tax digitisation projects.
Client and stakeholder representatives monitoring tax digitisation projects.
Cost engineers and project controls staff on tax digitisation projects.
Business change managers handling adoption of tax digitisation projects.
Course Modules
Tax digitisation projects: estimating cost and effort
2 sessions · 8 pointsSession 1Comparing tax digitisation projects with recognised practice
- Build the internal briefing that explains tax digitisation projects to those affected.
- Define acceptance criteria for tax digitisation projects in advance.
- Establish the boundary of tax digitisation projects and record what sits outside it.
- Manage supplier performance on tax digitisation projects against contract, not goodwill.
Session 2Decision gates on tax digitisation projects that can actually stop it
- Assign responsibility for keeping documentation of tax digitisation projects current.
- Test the procedure for tax digitisation projects against a realistic scenario.
- Compare resource demand from tax digitisation projects against other commitments.
- Confirm that those complying with tax digitisation projects understand why it exists.
Tax digitisation projects: governance, gates and decision rights
2 sessions · 8 pointsSession 1Escalation and decision rights in tax digitisation projects
- Identify where judgement in tax digitisation projects is legitimate and where it is not.
- Set out how exceptions to tax digitisation projects are requested and approved.
- Define acceptance criteria for each deliverable of tax digitisation projects.
- Plan handover of tax digitisation projects to the team that will operate it.
Session 2Keeping tax digitisation projects alive after the initial push
- Define the decision gates for tax digitisation projects and what evidence each requires.
- Hold a lessons session on tax digitisation projects while memory is accurate.
- Map stakeholders of tax digitisation projects by influence and current level of support.
- Define how the benefit from tax digitisation projects will be measured after closure.
Tax digitisation projects: risk identification, quantification and ownership
2 sessions · 8 pointsSession 1Building a schedule for tax digitisation projects with a real critical path
- Measure progress on tax digitisation projects by value earned, not tasks ticked.
- Prepare the summary of tax digitisation projects that senior management will read.
- Collect evidence on the present handling of tax digitisation projects before proposing changes.
- Set out the decisions in tax digitisation projects that require sign-off and by whom.
Session 2Handing over tax digitisation projects and proving the benefit
- Plan the sequence in which improvements to tax digitisation projects will be introduced.
- Map the handovers in tax digitisation projects between functions and secure them.
- Reduce the variation in how tax digitisation projects is carried out between teams.
- Prepare the recovery plan for tax digitisation projects before it is needed.
Tax digitisation projects: change control and variation
2 sessions · 8 pointsSession 1The risks to tax digitisation projects nobody wants to raise
- Identify the critical path through tax digitisation projects and the float elsewhere.
- Check that tax digitisation projects still works when volumes rise unexpectedly.
- Build reporting on tax digitisation projects that surfaces problems while they are small.
- Draft the minimum viable delivery plan for tax digitisation projects.
Session 2Writing the scope of tax digitisation projects including what is excluded
- Write the scope statement for tax digitisation projects including explicit exclusions.
- Agree the escalation threshold for tax digitisation projects in advance.
- Archive the decision record for tax digitisation projects so successors understand it.
- Review at each gate whether tax digitisation projects should continue at all.
Choose the package that suits you
Silver Package
At least 3 people
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
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