UKGI00045535 - Shareholder Executive Dashboard

Evidence on official site

UKG100045535
UKG100045535

Shareholder
Executive

ShEx Dashboard

October 2015

OFFICIAL - SENSITIVE

UKGI00045535
UKG100045535

OFFICIAL - SENSITIVE

Mission Statement

@ Shareholder
Executive

Ensure the Government is an effective and inteligent shareholder in its part or wholly-owned businesses.

‘Manage Government's interventions in the private sector fo secure best value for the tax payer.

‘We manage the Governments sharenolder relationships with its wholly or parly owned businesses

We provide corporate finance expertise and advice to Government Departments to ensure the taxpayer gets
the best value from the assets it owns

We deliver growth and boost the economy in new and innovative ways, - via entities lke the Green Investment
Bank investing in Green projects, or the British Business Bank helping finance markets to work better for
‘smaller businesses.

‘By recruiting, motivating, developing and supporting outstanding PEOPLE from the private sector and from
within the Civil Service

‘By ensuring we have the right PROCESSES in place to take on appropriate new business, identity and
iitigate risk, maintain workforce flexibility, and manage our knowledge and information

We have a balanced performance scorecard, reviewed monthly by our Executive Committee and which our
Board reviews quarterly

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Governance (1/5)

+ 90% of top three annual priorities set out in ShEx Investment Reviews are LR = Last Review date
Ensure the taxpayer gets I met by 31" March 2016,
Governance best value from its Risk reduced
assets + 90% of ShEx investment review traffic light analysis at either amber/green Risk increased

or green

No risk change

Ensure POL on track to break even (excluding subsidy) f6r2017/18 (with run-rate breakeven

‘achieved during 2016/17)

‘Commence consultation on national access criteria before Christmas 2015

Conclude the Network Transformation programme before March 2018 (end of current funding)
BIS Protect 3,000 rural branches as per the Government's manifesto commitment.

Minimise HMG and POL exposure (financial and reputational) to alleged Horizon IT issues
New Chairman review of senior management team,

IRRELEVA

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UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Governance (2/5)

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IRRELEVANT

UKG100045535
UKG100045535

Governance (3/5)

OFFICIAL - SENSITIVE

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Executive

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UKG100045535
UKG100045535

OFFICIAL - SENSITIVE iF Rekrediced

Governance (4/5)

@ Shareholder
Executive

Shes 8 lk 6

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE iF Rekrediced

Governance (5/5)

IRRELEVANT

@ Shareholder Stakeholder
Executive Relationship

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE Rkredueed

Governance and Corporate Finance Projects (1/4)

@ Shareholder
Executive

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Governance and Corporate Finance Projects (2/4)

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IRRELEV.

Project Description: Execute further sales of RM shares in FY 15/16 subject to value for money
‘+ 15% of shareholding sold in June 2015 via an Accelerated Board Build raising £750m

‘+ Chancellor announced intention in Budget to sell remaining 18% this F/Y subject to vim
* Uaising with banks on market conditions; valuation ; and method of sale. Advice to Ministers in
Scart: OBS September 2015

End: 9948 II + Secure sale of remaining 14% by March 2026

Project Description: 2% git of shares to RM employees

‘+ Have piggy-backed allocation of surplus shares to employees that RM was planning.

‘+ Rtas written to employees giving them the option to opt out if they wish

‘+ shares willbe transferred to share incentive plan trustee on c19 Sept and awarded to
‘employees on 5 October

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@ Shareholder

. shat ben Resources Stakeholder Alignment (On Track: assessment
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UKG100045535
UKG100045535

Governance and Corporate Finance Projects (3/4)

OFFICIAL - SENSITIVE iF Rekrediced

CE

@ Shareholder
Executive

IRRELEVANT

GPriecibey

(Berean BE

len - I 10

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Governance and Corporate Finance Projects (4/4)

IRRELEVANT I

Ls Ewen

@ Shareholder
Executive

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Corporate Finance Projects (1/3)

@ Shareholder sqnaeaizy
Executive BB sree agreed

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Corporate Finance Projects (2/3)

@ Shareholder sqnaeaizy
Executive BB sree agreed

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Corporate Finance Projects (3/3)

@ Shareholder sqnaeaizy
Executive BB sree agreed

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Special Situations Projects (1/2)

@ Shareholder sqnaeaizy
Executive BB sree agreed

UKG100045535
UKG100045535

OFFICIAL - SENSITIVE

Special Situations Projects (2/2)

Loe

@ Shareholder sqnaeaizy
Executive BB sree agreed

UKGI00045535

UKGI00045535
OFFICIAL - SENSITIVE
Operational Objectives
Co oe I I ho
Executive "7