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Project Management Workshop for Treasury Professionals

Join Peter J. Biglin, MBA, CTP, PMP, President of Treasury Management Solutions, Inc. for a small group workshop to demystify project management in treasury. Learn about project criteria, stakeholders, statement of work, business case, risk and issue management, and more.

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Project Management Workshop for Treasury Professionals

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  1. Project Management WorkshopParticipant Small Group Session 2017 New York Cash Exchange Presented by: Peter J. Biglin, MBA, CTP, PMP President Treasury Management Solutions, Inc. A Small Group Workshop for Treasury Professionals to Demystify Project Management Treasury Management Solutions, Inc.

  2. Project Management Workshopfor Treasury Professionals II Treasury Management Solutions, Inc. Executive Overview of the Project to the Workshop Is this “Project”, a Project? Does it Meet the Criteria for a Project? What Comes Next? Discuss Among Your Team What Your Group’s Process Is & How to Accomplish It What Comes Next?

  3. Project Management Workshopfor Treasury Professionals II Stakeholders • Internal, External • What Do You Want From Them ? • What Is Their Focal Point • What Should It Be? • Who Owns the Stakeholders & Why? • Who are the Stakeholders for Your Respective Project? SoW • Written by the Sponsor • Details the Requirements of the Project • Sets the Table for the Project • What Comes Next? The Business Case Treasury Management Solutions, Inc.

  4. Project Management Workshopfor Treasury Professionals II Business Case • Has This Occurred? • Does It Flow From the SoW? • Who Approved It? • As PM What Do You Want From It? Project Charter • Are You or the Sponsor Writing the Charter, or are you both? • What Is It’s Purpose? Treasury Management Solutions, Inc.

  5. Project Management Workshopfor Treasury Professionals II Risk Log Identify Risks Internal & External Assign a Probability to Each Establish a Remediation for Each Treasury Management Solutions, Inc. Issues Log Craft an Issues Log With Only One Gatekeeper Example on Next Slide

  6. Project Management Workshopfor Treasury Professionals II Processes • Initiating: What’s Left? Processes • Planning Process Treasury Management Solutions, Inc.

  7. Project Management Workshopfor Treasury Professionals II Processes • Executing Process Processes • Monitoring & Controlling Process Treasury Management Solutions, Inc.

  8. Project Management Workshopfor Treasury Professionals II Processes • Closing Process Organizational Process Assets (OPA) Break-Up of The Project Team Treasury Management Solutions, Inc.

  9. Project Management Workshopfor Treasury Professionals II Presenter: Peter J. Biglin, MBA, CTP, PMP President Treasury Management Solutions, Inc. pjbiglin@tresurymgtsol.com (303)-601-6010 Treasury Management Solutions, Inc.

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