Treasury · Coaching & Change · Practitioner's Playbook Series
A coaching guide for the end-to-end treasury implementation. Guide people through change without imposing — and without stealing the day they still have to run.
Treasury implementations rarely fail on the software. They fail when a temporary team of busy specialists — people who did not choose each other and still have day jobs — stops showing up, stops sharing information, and lets decisions bounce between departments. This playbook gives the coach or change lead a practical way to spot those signals early and restore energy and cooperation, phase by phase and department by department.
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PDF · 9 pages · approx. 105 KB · First edition, July 2026
A field guide, not a manual. Read the introduction and the coaching stance once, then jump to the phase you are in and the department you are about to sit with.
Buy the full playbook · $19 launch offer