Treasury Management Implementer

A DIY Solution for Community Banks with a Can-Do Attitude.

The TMClarity Implementer Program

Are you looking to develop your Treasury Management department but don't know where to start? Consider the TMClarity Implementer‚ĄĘ program. This program is a DIY solution for Community Banks that have project management skills, but don't know where to start.

The Implementer program consists of three critical areas of developing a Treasury Management department: Discovery, Vision Building, and Implementation.

        

Discovery

Explore and identify the services and resources currently available in your organization, creating a detailed record of your starting point for upcoming Treasury Management initiatives. This comprehensive review includes an examination of core systems, an analysis of service costing, and an evaluation of your team members. By understanding these foundational elements, you can effectively plan and develop strategies for your Treasury Management efforts. This process ensures that all critical aspects, from technological infrastructure to human resources and financial management, are considered and integrated into your future plans.

    

Vision Building

Develop a strong, metrics-driven roadmap for Treasury Management, which clearly delineates the key steps required to reach "best in class" status in the field. This roadmap will serve as a strategic guide for the next several years, steering your efforts and decision-making processes. It will include specific, measurable objectives, timelines for achieving these goals, and benchmarks for evaluating progress. Additionally, the roadmap will identify critical resources needed, such as technology, personnel, and budget, and outline strategies for risk management and compliance. By following this detailed plan, you will have a clear direction and framework for advancing towards your Treasury Management goals, ensuring that every action taken is aligned with your long-term vision and objectives.

    

Implementation

Building upon the plans formulated during the Vision Building stage, we transition into the Implementation phase, where these plans are put into action. In this phase, you will conduct a thorough review of each action item you developed during the Vision Building process. This includes detailing the steps for execution, allocating necessary resources, and setting timelines for each task.

We will focus on translating your strategic vision into tangible actions, ensuring that each step is clearly defined and actionable. This approach is designed to methodically move you towards achieving your first successful Treasury Management deal. We'll provide guidance on key areas such as client engagement strategies, product and service offerings, and effective marketing and sales techniques.

Our aim is to ensure a smooth transition from planning to execution, supporting you at every stage to guarantee that your Treasury Management initiative is well-positioned for success. This hands-on, detailed approach to implementation is geared towards not just reaching, but exceeding your Treasury Management goals.

    

Coaching

The Implementer program offers a valuable component of personalized guidance, featuring four hours of one-on-one virtual coaching with Treasury Management expert Marcia Malzahn. Marcia brings a wealth of experience and knowledge to the table, having successfully steered numerous clients through their Treasury Management (TM) projects.

During these coaching sessions, Marcia will provide tailored advice and insights specific to your unique situation and objectives. She will help you navigate the complexities of TM projects, offering strategies and solutions based on her extensive experience in the field. Whether it's addressing specific challenges, refining your strategy, or providing feedback on your progress, Marcia's expert guidance will be an invaluable resource.

These sessions are designed to be interactive and focused on your specific goals, ensuring that you gain the most from Marcia's expertise. You will have the opportunity to discuss your project in depth, ask questions, and receive direct feedback and actionable recommendations. With Marcia's support, you will be well-equipped to effectively implement your Treasury Management project and achieve your desired outcomes.

Get Started

Our aim is to ensure a smooth transition from planning to execution, supporting you at every stage to guarantee that your Treasury Management initiative is well-positioned for success. This hands-on, detailed approach to implementation is geared towards not just reaching, but exceeding your Treasury Management goals.

Contact us today to start transforming your Treasury Management department from a cost center to a revenue generator! 

Get Started Today

Stay in the Loop

Looking for more information about the upcoming TMClarity Framework for community banks? Subscribe to the TMClarity updates newsletter.

Sign Up