Cross Functionally Toolkit

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Support and work Cross Functionally with engineering, Supply Management, inspection and production for all phases, systems, programs and/or products from less complicated, single focus activities to extremely complex and highly diverse activities.

More Uses of the cross-functionally Toolkit:

  • Manage: work Cross Functionally with your product and Engineering teams to ensure potential security threats are properly understood and appropriate mitigation is in place.

  • Manage: work Cross Functionally across teams to execute communication initiatives from concept to delivery product launch, new tool, process roll out, organization results.

  • Collaborate and work Cross Functionally with Marketing, Sales, Product and Operations to improve customer and partner loyalty and retention, and other core KPIs.

  • Supervise: influence and work Cross Functionally to align functional plans, identifying, and actively managing risks and issues to resolution to ensure successful launch.

  • Ensure you thrive on developing ideas for new campaigns, building the framework, and working Cross Functionally to manage the execution and optimization to achieve Data Driven results.

  • Audit: work Cross Functionally to align the work of the team with organization needs for Performance Management, succession and high potential Talent Development.

  • Evaluate: work Cross Functionally with merchandising, marketing, and brand creative teams to manage, maintain, and oversee the schedule of Product Launches and on site presentation/features.

  • Guide: work Cross Functionally with sales, sales engineers, development, Product Management, installation, Customer Care and Leadership Teams to ensure consistent product, application and Service Quality.

  • Guide: work Cross Functionally with design, Product Management, policy, Data Science, Content Strategy, engineering, legal and other qualitative and quantitative researchers.

  • Systematize: work Cross Functionally with marketing, Business Operations, finance, recruiting, and services to ensure the smooth operation of thE Business and consistent achievement of the Operational Plan and growth goals.

  • Formulate: work Cross Functionally with budget owners either as a team or one on one to provide general guidance and transactional information where needed to update ongoing forecasts.

  • Develop: work Cross Functionally with marketing, Business Operations, finance, recruiting, and services to ensure smooth operation of thE Business and consistent achievement of Operational Plan and growth goals.

  • Drive: work Cross Functionally with Product Management, Sales Operations, sales, finance and legal to recommend changes to process and billing structure, updates in product, changes in approvals, etc.

  • Operate Cross Functionally with business units and stakeholders to deeply understand the job to be done to securely enable fast Software Development and Business Growth.

  • Ensure you commit; lead the implementation of an enterprise Identity And Access Management (Iam) solution, working Cross Functionally with various stakeholders and teams.

  • Be accountable for ensuring successful Product Launches by working Cross Functionally with sales, marketing, legal, security, Data Privacy, design and engineering; build scalable processes to ensure the team consistently delivers quality.

  • Formulate: work Cross Functionally with Bus Dev to deliver and communicate findings, improvements, and innovations collected from customers engaged with partner initiatives.

  • Manage: work Cross Functionally with various stakeholders in marketing, operations, legal and engineering to improve your Product Offering and do whatever is necessary to acquire large scale clients.

  • Control: partner Cross Functionally and serve as key liaison and escalation point for sales, Customer Adoption, Customer Success, and other deal related topics.

  • Direct: work Cross Functionally internally to drive great outcomes for your partners, partnering with marketing, operations, legal, accounting and Asset Management to ensure sponsors raise the desired capital.

  • Develop: work Cross Functionally with the full team of designers and creatives to lead creative direction and ensure cohesive execution across all brand touch points.

  • Contribute and lead CoE/Design Review sessions to ensure Solution Architecture has been reviewed to assess any impacts/risks Cross Functionally.

  • Be accountable for continuous review of deal progression and partnering Cross Functionally to ensure optimal deal Cycle Times and flawless execution in the Closed Won process.

  • Collaborate Cross Functionally to resolve difficult quality problems on products, processes, or materials for manufacturing, New Product Development and suppliers.

  • Collaborate and coordinate Cross Functionally, especially facilitating considerations with product and engineering to support API integration with Channel Partners and the Lark application.

  • Collaborate Cross Functionally with sales, marketing, and Customer Success to gain market, competitive, and Customer Insights and translate that into outcomes that drive unique Value Proposition, differentiation, and market share growth.

  • Solve complex customer challenges through Creative Problem Solving by working Cross Functionally with Sales, Risk, Legal, Commercial, Marketing, and BizOps.

  • Initiate: work Cross Functionally with marketing, product, operations, ecommerce to solicit feedback and requirements, ensuring Change Management takes hold across your organization.

  • Develop: work Cross Functionally to ensure successful End To End planning and execution of merchandise assortment and Inventory Levels, taking into account Brand Strategy and financial objectives.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Cross Functionally 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 Cross Functionally improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How likely is it that a customer would recommend your company to a friend or colleague?

  2. What went well, what should change, what can improve?

  3. Where do the Cross Functionally decisions reside?

  4. The approach of traditional Cross Functionally works for detail complexity but is focused on a systematic approach rather than an understanding of the nature of systems themselves, what approach will permit your organization to deal with the kind of unpredictable emergent behaviors that dynamic complexity can introduce?

  5. How do you gather Cross Functionally requirements?

  6. Do those selected for the Cross Functionally team have a good general understanding of what Cross Functionally is all about?

  7. What output to create?

  8. What should you measure to verify efficiency gains?

  9. Who defines the rules in relation to any given issue?

  10. What does a Test Case verify?

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 Cross Functionally book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Cross Functionally Project Management Form Templates covering over 1500 Cross Functionally 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 Cross Functionally project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Cross Functionally Project Team have enough people to execute the Cross Functionally 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 Cross Functionally 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 Cross Functionally 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 Cross Functionally 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 Cross Functionally project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Cross Functionally project with this in-depth Cross Functionally Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Cross Functionally 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 Cross Functionally 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 Cross Functionally investments work better.

This Cross Functionally 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.