Accounts Receivable Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Accounts Receivable 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Accounts Receivable improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. When technology companies sell hardware packaged with software, when should your organization recognize the revenue from the sale of the software?

  2. When analyzing financial reports as balance sheet and profit & loss, what is the best way to spot potential bookkeeping or classification errors?

  3. Should a corporation be formed or is another type of business entity, like a limited liability organization or partnership, preferable?

  4. How much data is associated with each payment, how is that data collected and how are you using it to satisfy reconciliation needs?

  5. What is financial statements, have sufficient cash and reporting period is generated for financial statement accounts receivable?

  6. Are there regulatory approvals needed and is there adequate time for receipt of approval and is approval likely to be obtained?

  7. What is the effect on the cash flow statement if your business experiences a slowdown in collections of accounts receivables?

  8. Where should your organization make investments in your receivables solutions in order to foster your next stage evolution?

  9. Which application would you recommend to improve the processing of accounts receivable and to reduce outstanding invoices?

  10. What is associated costs incurred losses net realizable value of accounts the receivable is to equal ending inventory?


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 Accounts Receivable book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Accounts Receivable Project Management Form Templates covering over 1500 Accounts Receivable project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Assumption and Constraint Log: Have adequate resources been provided by management to ensure Accounts Receivable project success?

  2. Procurement Management Plan: Does all Accounts Receivable project documentation reside in a common repository for easy access?

  3. Team Member Performance Assessment: Which training platform formats (i.e., mobile, virtual, videogame-based) were implemented in your effort(s)?

  4. WBS Dictionary: Are procedures in existence that control replanning of unopened work packages, and are corresponding procedures adhered to?

  5. Team Member Status Report: The problem with Reward & Recognition Programs is that the truly deserving people all too often get left out. How can you make it practical?

  6. Procurement Audit: Are all complaints of late or incorrect payment sent to a person independent of the already stated having cash disbursement responsibilities?

  7. Quality Management Plan: Have adequate resources been provided by management to ensure Accounts Receivable project success?

  8. Risk Data Sheet: What are the main opportunities available to you that you should grab while you can?

  9. Project Performance Report: How will procurement be coordinated with other Accounts Receivable project aspects, such as scheduling and performance reporting?

  10. Responsibility Assignment Matrix: What simple tool can you use to help identify and prioritize Accounts Receivable project risks that is very low tech and high touch?

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

1.0 Initiating Process Group:

  • 1.1 Accounts Receivable project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Accounts Receivable 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 Accounts Receivable 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 Accounts Receivable investments work better.

This Accounts Receivable 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.