Revenue Assurance Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Revenue Assurance 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Revenue Assurance improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Does disaster assistance mitigate the effectiveness and efficiency of the crop insurance program, and should you avoid a dual system of crop insurance and disaster assistance?

  2. What did your organization do to validate that the underlying assumptions of material estimates are consistent with actual results and circumstances?

  3. What is the definition and allocation of responsibility for revenue assurance between various operational groups and the revenue assurance group?

  4. Does the vendor offer product customization, product training, integration, implementation and support services to suit customer specifications?

  5. How have service providers approaches evolved around objectives, digital services, perceptions of customers priorities and customer journeys?

  6. How do you decide where revenue assurance is needed to begin with, and where does the revenue assurance group fit into that picture?

  7. What are appropriate incentives for energy conservation, demand side management, and energy efficiency in more competitive markets?

  8. Which part of the service provider network do you believe is the most vulnerable to interception or attacks in an IoT environment?

  9. Does the relentless advance of AI threaten to automate away all the learning, creativity, and meaning that make a job a good job?

  10. Has the whole story been presented and has any sensitive information been omitted that should have been included?


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 Revenue Assurance book in PDF containing 998 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Pareto diagrams, statistical sampling, flow charting or trend analysis used quality monitoring?

  2. Team Operating Agreement: Do you brief absent members after they view meeting notes or listen to a recording?

  3. Requirements Traceability Matrix: Do you have a clear understanding of all subcontracts in place?

  4. Team Member Performance Assessment: To what degree do team members articulate the teams work approach?

  5. Scope Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Revenue Assurance project estimates?

  6. Project Charter: Fit with other Products Compliments – Cannibalizes?

  7. Activity Duration Estimates: Based on , if you need to shorten the duration of the Revenue Assurance project, what activity would you try to shorten?

  8. Procurement Audit: In a competitive dialogue, were solutions proposed or confidential information given by a candidate not revealed to others without his/her express agreement?

  9. Activity Duration Estimates: Does a process exist to formally recognize new Revenue Assurance projects?

  10. WBS Dictionary: Are the wbs and organizational levels for application of the Revenue Assurance projected overhead costs identified?

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

1.0 Initiating Process Group:

  • 1.1 Revenue Assurance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Revenue Assurance 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 Revenue Assurance 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 Revenue Assurance investments work better.

This Revenue Assurance 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.