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PLAN OF ACTION
May 2007
Why a plan of action ?
A clear and occurate draft of the next
association activities is all important.Time and energies of the
different authorities of Association as all its members are
invaluable resources which the most important is to channel in an
effective and optimal way. In a concerted framework it’s essential
to take steps to organize interesting activities the members wish.
So, implementing well-directed activities requires a clear and
well-thought out plan of action.
The main purpose of the present plan of action is
to prepare the start conditions of the AIST activities. It gives the
trends of the actions which will be the basis of the AIST activities
in the coming years without detailing the whole action contents. On
the other hand it presents actions deemed as an imperative priority
for the next two years with precise expectations about promotion
plans of the AIST and through it of the Treasury services, about
partnership development plans with local and international
organizations and about increasing exchanges between members.
So as new a created organization the AIST is
bound to position itself as a non-government entity at the service
of public activity missions. The conciliation of these both entities
should result in a long-term thought in order to perpetuate the
association contributing in and mainly impacting the development of
Treasury trades.
The AIST activities are bound to be built around
two strategic themes which will allow the association to meet its
mission and objectives (themes 1 and 2). These themes will go along
with two other ones which will concern how to develop the
Association means of action and how to realize its activities (themes
3 and 4):
- Promoting and modernizing Treasury services trades that will
include image the trades and services thanks to their
development and modernization, the expertise exchange and new
trades training as well advanced training.;
- Researching and informing consist in developing knowledge
about the Treasury trades (as much about the academic form as
the institutional form);
- Developing financing means;
- Developing partnership with local and international
organizations.
Remind of the AIST mission and objectives:
- To promote the Treasury service professions and assist with
their modernization;
- To develop exchanges of information, experiences and ideas
within the whole Treasury services;
- To establish relations between its members and to act as a
networking toll for members and a meeting point for
Treasury services to work together;
- To help members achieve their common goals thanks to the
international cooperation.
I. Developing and modernizing the Treasury
services trades
1. Promoting and developing trades:
1.1 International meetings
AIST members use to meet periodically on the
occasion of the international seminars which became a real tradition
since 1979.
Carrying out every year activities of such a
scope is quite difficult to envisage. And yet the Association would
look favourably upon repetiting big annual events in different
places in order to make the large family of the Treasury services
more known. These activities could take shape of rather regular
seminars about specific and precise topics to be treated thoroughly.
For this first experience and in order to allow
the association to organize its first event, Marocco is intending to
accommodate an international meeting that could take place during
the fourth quarter of 2007. This meeting which will be a seminar
will be treating one of these 4 following themes:
- The chart of accounts reshaping: primal leverage of the
Treasury services modernization (Implementation issues and
difficulties );
- On-line services development: challenge of combining
effectiveness and service quality management;
- Internal audit and control within the Treasury services;
- Training, primal leverage in whichever trades
professionalization process
1.2 Local meetings
The Association is also ambitious to take an
active part in the local meetings organization. For this purpose it
can commit itself to providing whichever useful assistance and
support to organize local meetings.
These meetings, one of the objectives of which is
to treat of a local nature themes or issues, may be an opportunity
to expand to new members and to open up to other local partners.
These events will be scheduled by the Executive
Committee and will gather together as many people as possible in a
given area; they will be open to all association members and will be
ought to take various forms: forums, conferences, round tables…
1.3 Activities initiated by members
The Association can also commit itself to support
and encourage members wishing to organize their own event. In this
way the Association will advertise them in its communication media
(newsletter, website…) and will be able to help organizers in
providing them with expertise and necessary support.
1.4 Development of cooperation and expert
exchange between members
This action mainly brings to develop cooperation between members
countries though promoting expert exchange, study trainings, local
and regional seminars by modules connected with the Public Treasury
different trades. The interventions of international experts will
support these actions in the determined fields.
2. Institutional communication
2.1 Visual identity of AIST
As every institution willing to identify itself,
the association needs to have a visual identity at its disposal on
the basis of which will be stated the whole house-style book listing
communication and broadcast products and documents. Marocco took the
initiative in doing a first draft in this way collaborating with a
public relation agency. Proposals pertaining to the choice of a logo
will be submitted to the Executive Committee for examination and
estimation.
2.2 Drawing up of the AIST newsletter
Communicating and information exchanging remain
absolutely necessary to carry out the assigned association missions.
To this effect the launch of an information newsletter or a magazine
(with a quarterly frequency) takes on a particular importance.
Once this action would be adopted and the
editorial choice would be made the first issue will be able to be
dedicated, among other things, to publish a summary of doings of the
last international Treasury services conference organized in
Antananarivo from 6th to 10th March 2006. The
magazine would be then an open forum to all members and partners.
2.3 Website
The Association action can be based on the
continuous Internet evolution in order to draw best benefits from
it. The Association website would be a modern and fast means to
exchange between the whole members as well as with partners.
2.4 Member index
Setting up an exhaustive and precise member
index. Once a year each member of the Association will receive this
index including all the coordinates and references of all members.
This index which will be regularly updated and enriched can be
widened to the whole Treasury services throughout the world.
2.5 Other media
Other informational media can be developed as
document holders, leaflets and advertisements which will be
distributed during the different events organized by AIST or
dispatched to the sponsors and partners.
II. Research and information theme
3.1 Work & research
The activity "Work and research" will
concern the following aspects:
- Inventory of all juridical texts managing the Treasury
services of different members and all academic or university
studies relating to different topics of their interventions in
order to build up an exhaustive database. The AIST may also
initiate punctual research work about the Treasury service
trades.
- Collecting and drawing up all doings of the events organized
by the association and the different works realised on the
fringe with publication of collections of these whole works.
3.2 Setting up a "Treasury services
environment monitoring"
This action consists in setting up the AIST as a
real "Treasury service global environment monitoring". The
aim is to set up a data and information base about the Treasury
service juridical and institutional environment, and to follow and
analyse the whole started reforms and to identify and to inventory
good practices.
To realise and execute the suggested themes the association must
also direct its action towards mobilization of material and
financial resources necessary to realise its activities and towards
the partnership development.
III. Financing theme
To date, the main source of AIST financing
is the member contributions. At the same time the AIST can and have
the ability to mobilize other financing sources:
- Subscriptions to the different AIST document products
(magazine, newsletter, member index, collections…)
- Sponsorship to finance and support the AIST actions and
activities.
- Organizing funds raising (subsidies or other ones) for the
large-scale events which incur substantial funds.
- Financial aid of international bodies (IMF and WB within the
framework of service fees or supporting actions led by these
bodies)
IV. Partnership development theme
Regarding different partnerships to be developed,
it is suggested to think about projects motivating partners to get
themselves involved in themes considered of primal interest for the
AIST and its partners. A research work about priorities of these
different partners (IMF, WB, CREDAF, Eurocustoms, ONUDI…)
at international and local level stands out as the first action of
the current year. Needless to say that the relation between the AIST
and International bodies is consubstantial, especially with WB and
IMF. It follows that the AIST must develop a partnership with theses
institutions in order to benefit by their competences and support.
Promoting this kind of partnership would also
allow the AIST to be a proposal task so that the reforms advocated
by these very influential institutions take into account the
safeguard of the Treasury values and modernization of the Treasury
service action. The strengthening of partnership with local bodies
pertains of the same approach.
PLAN
OF ACTION
| Themes |
Actions |
Term |
Treasury
service trades development and modernization theme |
First international
seminar (to be held in Marocco) |
4th quarter 2007 |
Visual
identity |
OK |
AIST leaflets |
October 2007 |
AIST Newsletter |
October 2007 |
Members index |
OK |
AIST Website |
1st half-year 2007 |
AIST general meeting |
4th quarter 2007 |
| Research
and information theme |
Setting up a database about
Treasury services environment |
End of 2007 |
| To complete the database
with regulations relating to Treasury services |
1st half-year 2008 |
| Partnership
theme |
Partnership themes and
actions to be identified |
MT |
| Preparation of body records
(missions, partners, projects…) |
MT |
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