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The Art of Service Standard Requirements Self Assessments

Chargeback Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Chargeback Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

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Product Description

Save time, empower your teams and effectively upgrade your processes with access to this practical Chargeback Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Chargeback related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Chargeback specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Chargeback Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 938 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Chargeback improvements can be made.

Examples; 10 of the 938 standard requirements:

  1. Which cloud Service Management process monitors and reports on allocation and utilization of resources by consumers in order to generate a chargeback report?

  2. Does the system provide the ability to associate billing/accounting IDs to spaces (to facilitate accounting functions for chargeback)?

  3. Can the system automatically update chargeback and organizational assignments in the database subsequent to a move?

  4. Can usage chargeback costs be calculated based on organization, activity, and/or personnel allocations of space?

  5. How can a chargeback process be accepted by the customers if the services are not documented and agreed?

  6. What is the best chargeback method, and why cant your organization start using it right now?

  7. Our service Portfolio clarifies what the pricing and chargeback models are

  8. We know if the business or IT expects a chargeback system

  9. Is chargeback cost-effective and is adoption growing?

  10. We know what the pricing or chargeback models are


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Chargeback book in PDF containing 938 requirements, which criteria correspond to the criteria in...

Your Chargeback self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Chargeback Self-Assessment and Scorecard you will develop a clear picture of which Chargeback areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Chargeback Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Chargeback projects with the 62 implementation resources:

  • 62 step-by-step Chargeback Project Management Form Templates covering over 6000 Chargeback project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Portfolio management: How do organizations re-align portfolio when strategic objectives change?

  2. Activity Cost Estimates: Which contract type places the most risk on the seller?

  3. Risk Audit: Does the organization have a register of insurance policies detailing all current insurance policies?

  4. Procurement Audit: Is there a policy on purchasing from users of company products?

  5. Procurement Audit: When performance conditions were detailed in the tender documentation, did the contracting authority verify if the tenders received met those requirements?

  6. Duration Estimating Worksheet: What is the probability the Chargeback project can be completed in 47 weeks?

  7. Project Schedule: Are procedures defined by which the Chargeback project schedule may be changed?

  8. Procurement Audit: Is the efficiency of the procurement process regularly evaluated?

  9. Lessons Learned: How well did the scope of the Chargeback project match what was defined in the Chargeback project Proposal?

  10. Risk Audit: What expertise do auditors need to generate effective business-level risk assessments, and to what extent do auditors currently possess those attributes?

 
Step-by-step and complete Chargeback Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Chargeback project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Chargeback project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Chargeback project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Chargeback project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Chargeback project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Chargeback project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Chargeback project with this in-depth Chargeback Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Chargeback projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Chargeback and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Chargeback investments work better.

This Chargeback All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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