Chargeback Toolkit

Downloadable Resources, Instant Access

Govern Chargeback: Volunteer Management coordination.

More Uses of the Chargeback Toolkit:

  • Develop and manage effective Customer Relationships focused on improving KPIs and customer Scorecards while minimizing Chargebacks utilizing Root Cause and Corrective Action plans.

  • Advise and implement anti fraud strategies related to the unique challenge of reducing Chargebacks in a Blockchain environment.

  • Systematize Chargeback: track sellers with high Chargeback rates to ensure you maintain acceptable dispute targets and protect fast from entering Network Monitoring programs.

  • Methodize Chargeback: track sellers with high Chargeback rates to ensure you maintain acceptable dispute targets and protect fast from entering Network Monitoring programs.

  • Be accountable for working knowledge on cloud Chargeback reporting, show back, reserved instances, spend control, etc.

  • Support development of a Chargeback model for the enterprise Automation Service and provide oversight of the Enterprise Service Providers operations and sustaining costs.

  • Coordinate with Distribution Centers and vendors regarding return and repair authorization and Chargebacks.

  • Pilot Chargeback: track sellers with high Chargeback rates to ensure you maintain acceptable dispute targets and protect fast from entering Network Monitoring programs.

  • Be accountable for providing management with day to day guidance and coaching.

  • Ensure your organization participates in the planning and development of departmental budgets, revenue, capital and operational expenses, sufficient number of staff, and any other plans for allocation of fiscal or other resources according to the Scope Of Services provided.

  • Secure that your operation leads and/or facilitate Root Cause analysis, Failure Modes and effects analysis, and Process Improvement, working with multidisciplinary teams.

  • Guide Chargeback: monitor regulatory guidelines compliance related guidance and emerging Industry Standards to determine impact on the enterprise Data Architecture.

  • Initiate Chargeback: network Operations Center Team Management.

  • Be accountable for specifying Market Requirements for current and future products by conducting Market Research supported by on going feedback from customers and prospects.

  • Ensure you motivate; lead loud engineering supports your clients by improving agility and resilience, while identifying opportunities to reduce IT Operations spend through automation.

  • Lead Security Incident response through in depth, technical log, forensic, malware, packet, etc.

  • Arrange that your enterprise provides analysis and Risk Evaluation of Operational Risk management duties and lead defining remediation efforts.

  • Evaluate Chargeback: track and ensure adequate and timely resolution to all audit and Risk Assessment findings or issues relating to Information security, and never miss a deadline.

  • Devise Chargeback: regularly interact and collaborate with Physical Security engineering who implements technical Security Controls through projects on deploying security safeguards to address vulnerabilities.

  • Be accountable for increasing operations efficiency and Service Delivery with Team Building and People Management skills.

  • Secure that your operation complies; focus on the buyers journey and deploying the right programmatic account specific tactical mix to deliver the right content at the right time.

  • Ensure you do cument; build analytics and complex correlation searches using Splunk Enterprise Security that can be applied to thE Discovery and tracking of advanced adversaries.

  • Manage real time inquiries while keeping track of and responding to commitments to follow up with customer inquiries.

  • Direct Chargeback: product and Project Managers, Business Stakeholders about adoption methodology and practices to embed Technology Adoption and knowledge activities into Implementation Plans.

  • Ensure your organization leads design efforts related to Data Acquisition, wrangling, ingestion, pipelines and orchestration in support of analytics and Machine Learning Model Development.

  • Ensure you gain; understand Azure IoT customer, Competitive Products, and Market Trends to drive Strategic Marketing development and planning for key Azure IoT products.

  • Manage work with Portfolio management and other architects to communicate and enforce adoption of enterprise strategies, patterns and standards.

  • Utilize Data Mining to provide insights into sales trends, Customer Satisfaction and optimized pricing, among other Critical Business levers.

  • Establish that your organization as part of the communications and corporate affairs team, partner across your organization to drive awareness of Corporate Responsibility across multiple stakeholder groups.


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 999 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 999 standard requirements:

  1. How do you verify and validate the Chargeback data?

  2. Can you adapt and adjust to changing Chargeback situations?

  3. Does the scope remain the same?

  4. How will success or failure be measured?

  5. Consider your own Chargeback project, what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?

  6. What is your decision requirements diagram?

  7. What are the rules and assumptions your industry operates under? What if the opposite were true?

  8. What Chargeback requirements should be gathered?

  9. What tests verify requirements?

  10. What Chargeback data should be collected?

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 994 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 1500 Chargeback project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Chargeback project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Chargeback Project Team have enough people to execute the Chargeback Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Chargeback Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.