Functional Capacity Evaluation Toolkit

Downloadable Resources, Instant Access

In order to assess the effectiveness and show progress in the implementation of the project activities, the end term evaluations should employ a purposeful mix of quantitative, qualitative and policy measures.

More Uses of the Functional Capacity Evaluation Toolkit:

  • Ensure you direct; lead Business Acumen lead Business Acumen is understanding how your lead businesses generate profits and competitive advantage after weighing foreseeable risks.

  • Organize: international expertise in developing and delivering communication methodologies and messages, specifically to support organizational transformation programs.

  • Ensure you cultivate; lead with expertise in analyzing data and translating it into contextually meaningful insights, trend detection, and actionable findings to executive leadership and program directors.

  • Be certain that your venture oversees program activities to facilitate implementation of new or revised Policies and Procedures needed to hire and retain an effective workforce.

  • Ensure you gain; lead and oversee the analysis, design, development, implementation, and continuous evaluation of technologies, structures, and processes that support the core Learning And Development solutions.

  • Drive: work as an integral team member of aligned practice area, working effectively as a team to support cross functional Team Goals.

  • Ensure you convey; build and drive bold and innovative learning technology and development strategies that support Business Objectives while promoting an environment where employees can learn and grow.

  • Ensure you collaborate; understand how easily a recommended solution can be implemented in a production software system and/or operational process.

  • Oversee: design and develop Data Visualizations and dashboards that advance the understanding and use of data by internal decision makers.

  • Initiate: partner with sales, Product Management and Marketing And Communications identify partnerships where you can extend specific learning with to your partners and customers.

  • Assure your organization contributes to the development of tools to help affiliates monitor and analyze Clinical Operations costs, capacity, productivity and viability.

  • Follow process and procedures for Volunteer Management, address performance issues and reassignment, replacement or removal.

  • Support development of annual marketing strategies, budgets, and plans and overarching brand and channel strategies.

  • Manage work with operations, product, engineering, and cross functional teams to understand Business Requirements and drive projects towards successful completion.

  • Organize: in the short term, the evaluation should provide information on how modules and interventions are linked to the progress of the project.

  • Govern: validation of key tangible outputs and interventions through analysis of the available documents and report produced for outputs.

  • Help them build learning plans to grow skills, determine the best delivery method and channel and support with learning technology and analytics.

  • Develop the internal mechanisms and systems for the extraction of meaningful insights from program related data and information.

  • Ensure you help drive quality, scalability, and reliability into engineering products by developing and improving Software Development, peer review, and test processes.

  • Confirm your team provides direction and coordinates staff and consultant efforts to execute projects and ongoing activities in workforce capacity, strategic leadership, and peer learning.

  • Establish contacts and maintain active involvement in program and related areas through participation in professional activities.

  • Support the design and implementation of performance measurement framework and Data Collection systems that allow accurate, reliable information collection and reporting.

  • Apply advanced science methods and principals, mathematical theory and/or Statistical Analysis to improve upon existing approaches.

  • Arrange that your organization demonstrates a working knowledge to conduct and support testing/planning/validation by clarifying the intended functionality.

  • Coordinate with peer departments especially in the area of operations, event and Program Planning and scheduling, and cross departmental function.

  • Manage work with health departments and departments to maintain awareness of Public Health issues and incidents, and coordinate activities related to medical response programs.

  • Develop, maintain, and promote Quality Assurance and Quality Control protocols for ensuring integrity and clarity of data.

  • Audit: international consultant end term evaluation of project strengthening sustainability in the health sector in developing countries.

  • Innovate with you as you develop and refine food process technology from idea generation through Proof of Concept to commercialization.

  • Make sure that your corporation complies; directs programs to monitor, evaluate, and improve the efficiency and effectiveness of Service Delivery methods and procedures for Customer Service.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Functional Capacity Evaluation 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 Functional Capacity Evaluation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the short and long-term Functional Capacity Evaluation goals?

  2. Do staff have the necessary skills to collect, analyze, and report data?

  3. Has a Functional Capacity Evaluation requirement not been met?

  4. Why do you expend time and effort to implement measurement, for whom?

  5. Are there any easy-to-implement alternatives to Functional Capacity Evaluation? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  6. Have all non-recommended alternatives been analyzed in sufficient detail?

  7. What are the necessary qualifications?

  8. How does Cost-to-Serve Analysis help?

  9. What systems/processes must you excel at?

  10. How do you improve productivity?

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 Functional Capacity Evaluation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Functional Capacity Evaluation project team have enough people to execute the Functional Capacity Evaluation 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 Functional Capacity Evaluation 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 Functional Capacity Evaluation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Functional Capacity Evaluation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Functional Capacity Evaluation Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Functional Capacity Evaluation 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 Functional Capacity Evaluation 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 Functional Capacity Evaluation 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 Functional Capacity Evaluation project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Functional Capacity Evaluation 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 Functional Capacity Evaluation 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 Functional Capacity Evaluation investments work better.

This Functional Capacity Evaluation 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.