1. Project Management Workshop Participant 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.
NY Cash Exchange /2/17

2. Project Management Workshop for Treasury Professionals II
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?
2nd Bullet – 1st) SoW 2nd) Business Case
Treasury Management Solutions, Inc.
NY CASH EXCHANGE
6/2/17

3. Project Management Workshop for 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
3rd) Bullet – What’s in it for them – How does it impact them?
SoW – Tell Me About the SoW
Treasury Management Solutions, Inc.
NY CASH EXCHANGE 6/2/17

4. Project Management Workshop for 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.
NY CASH EXCHANGE 6/2/17

5. Project Management Workshop for Treasury Professionals II
Risk Log
Identify Risks
Internal & External
Assign a Probability to Each
Establish a Remediation for Each
Issues Log
Craft an Issues Log With Only One Gatekeeper
Example on Next Slide
Treasury Management Solutions, Inc.
NY CASH EXCHANGE 6/2/17

6. Project Management Workshop for Treasury Professionals II
Processes
Initiating: What’s Left?
Processes
Planning Process
Treasury Management Solutions, Inc.
NY CASH EXCHANGE 6/2/17

7. Project Management Workshop for Treasury Professionals II
Processes
Executing Process
Processes
Monitoring & Controlling Process
Treasury Management Solutions, Inc.
NY CASH EXCHANGE 6/2/17

8. Project Management Workshop for Treasury Professionals II
Processes
Closing Process
Organizational Process Assets (OPA)
Break-Up of The Project Team
Treasury Management Solutions, Inc.
NY CASH EXCHANGE 6/2/17

9. Project Management Workshop for Treasury Professionals II
Presenter:
Peter J. Biglin, MBA, CTP, PMP
President
Treasury Management Solutions, Inc.
(303)
Treasury Management Solutions, Inc.
NY CASH EXCHANGE 6/2/17