Freight Audit and Payment Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Freight Audit and Payment 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Freight Audit and Payment improvements can be made.

Examples; 10 of the 995 standard requirements:


1. Is inbound material checked with the description shown on the arrival notice or freight bill to determine if properly classified, thus avoiding payment of excessive freight charges?
   
   

2. When tax is payable under reverse charge does your tax invoice have to show that customer/recipient of service must pay tax under reverse charge?
   
   

3. Have all physical, visibility or traffic management constraints that would influence the choice or spacing of intersections been considered?
   
   

4. How does the efficacy of technologies and strategies change as a function of drive cycle, payload, and other operational characteristics?
   
   

5. Will the existence of the intersection and its general layout, function and broad features be perceived correctly and in adequate time?
   
   

6. Where signals are mounted high for visibility over crests, is there adequate stopping sight distance to the ends of traffic queues?
   
   

7. Which would provide the greatest assurance of the accuracy of a computer programs computation of freight charges for catalog sales?
   
   

8. Can any unnecessary intersections be removed/can access be achieved more safely by changes on the surrounding road network?
   
   

9. Has the vertical and/or horizontal alignment been taken into account with regard to the style or spacing of intersections?
   
   

10. What measures are in place to minimize risks of accident when work has to be carried out on top of freight containers?
    
    


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 Freight Audit and Payment book in PDF containing 995 requirements, which criteria correspond to the criteria in...


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


• 62 step-by-step Freight Audit and Payment Project Management Form Templates covering over 1500 Freight Audit and Payment project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Communications Management Plan: What steps can you take for a positive relationship?
   
   

2. Human Resource Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?
   
   

3. Lessons Learned: How effective was the acceptance management process?
   
   

4. Requirements Documentation: Can the requirement be changed without a large impact on other requirements?
   
   

5. Human Resource Management Plan: Identify who is needed on the core Freight Audit and Payment project team to complete Freight Audit and Payment project deliverables and achieve its goals and objectives. What skills, knowledge and experiences are required?
   
   

6. Assumption and Constraint Log: Were the system requirements formally reviewed prior to initiating the design phase?
   
   

7. Planning Process Group: In what way has the program contributed towards the issue culture and development included on the public agenda?
   
   

8. Human Resource Management Plan: Have all involved Freight Audit and Payment project stakeholders and work groups committed to the Freight Audit and Payment project?
   
   

9. Quality Management Plan: Does a documented Freight Audit and Payment project organizational policy & plan (i.e. governance model) exist?
   
   

10. Cost Management Plan: Are meeting objectives identified for each meeting?


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

1.0 Initiating Process Group:


• 1.1 Freight Audit and Payment project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Freight Audit and Payment project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Freight Audit and Payment 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 Freight Audit and Payment 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 Freight Audit and Payment 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 Freight Audit and Payment 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 Freight Audit and Payment project with this in-depth Freight Audit and Payment Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Freight Audit and Payment 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 Freight Audit and Payment 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 Freight Audit and Payment investments work better.

This Freight Audit and Payment 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.