Account Navigation

Account Navigation

Currency - All prices are in AUD

Currency - All prices are in AUD
 Loading... Please wait...
The Art of Service Standard Requirements Self Assessments

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

$249.00

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

$249.00

Availability:
Downloadable Resources, Instant Access

Product Description

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Merchant services 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 710 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Merchant services improvements can be made.

Examples; 10 of the 710 standard requirements:

  1. What tools were used to generate the list of possible causes?

  2. How do we measure improved Merchant services service perception, and satisfaction?

  3. What are the Key enablers to make this Merchant services move?

  4. Is reporting being used or needed?

  5. What is the estimated value of the project?

  6. What are the business goals Merchant services is aiming to achieve?

  7. Will existing staff require re-training, for example, to learn new business processes?

  8. What situation(s) led to this Merchant services Self Assessment?

  9. What counts that we are not counting?

  10. Does a troubleshooting guide exist or is it needed?


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 Merchant services book in PDF containing 710 requirements, which criteria correspond to the criteria in...

Your Merchant services 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 Merchant services Self-Assessment and Scorecard you will develop a clear picture of which Merchant services 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 Merchant services 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 Merchant services projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Team Performance Assessment: How does Merchant services project termination impact Merchant services project team members?

  2. Quality Audit: Are goals well supported with strategies, operational plans, manuals and training?

  3. Procurement Management Plan: Does the Resource Management Plan include a personnel development plan?

  4. Variance Analysis: Do you identify potential or actual budget-based and time-based schedule variances?

  5. WBS Dictionary: Is each control account assigned to a single organizational element directly responsible for the work and identifiable to a single element of the CWBS?

  6. Human Resource Management Plan: Is quality monitored from the perspective of the customers needs and expectations?

  7. Project Scope Statement: Will tasks be marked complete only after QA has been successfully completed?

  8. Decision Log: How consolidated and comprehensive a story can we tell by capturing currently available incident data in a central location and through a log of key decisions during an incident?

  9. Human Resource Management Plan: Was the Merchant services project schedule reviewed by all stakeholders and formally accepted?

  10. Scope Management Plan: Describe the process for rejecting the Merchant services project deliverables. What happens to rejected deliverables?

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

1.0 Initiating Process Group:

  • 1.1 Merchant services project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Merchant services project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Merchant services 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 Merchant services 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 Merchant services 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 Merchant services 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 Merchant services project with this in-depth Merchant services Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Merchant services 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 Merchant services 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 Merchant services investments work better.

This Merchant services 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.

Product Reviews

Find Similar Products by Category