Functional Upskilling Toolkit

Downloadable Resources, Instant Access

Evaluate Functional Upskilling: continually improving processes, material and designs to ensure every solution exceeds customer expectations while providing unparalleled value.

More Uses of the Functional Upskilling Toolkit:

  • Collaborate with the Privacy and Cybersecurity Counsel to develop and deliver appropriate privacy training and awareness to various business and functional teams throughout Polaris.

  • Manage work on cross functional teams (Studio, Manufacturing, Interior) to develop efficient designs and leading the integration of interfacing components.

  • Collaborate with the customer and other domain experts in Software Development, Systems Engineering, and integration and test to decompose software functional and design requirements while ensuring requirements feasibility, traceability, and testability.

  • Formulate and manage system functional requirement specifications, Risk Management and Risk Assessments.

  • Establish Functional Upskilling: translation of Business Requirements and functional specifications to technical requirements that support integrated and sustainable designs for designated infrastructure systems.

  • Lead cross functional Project Teams in support of speed to market initiatives.

  • Facilitate the cross functional relationship between Customer Success and Product Development to champion serviceability, roadmap prioritization and Product Quality with a focus on increasing Customer Success and retention.

  • Establish that your strategy performs Functional Analysis, timeline analysis, detail trade studies and recommended requirements allocation to translate Customer Requirements into system level specifications.

  • Ensure you suggest; lead liaison efforts between the Engineering Governance team and all other departments concerning multi functional processes.

  • Make sure that your project complies; cross functional collaboration with other departments Operations, Safety, Quality, Transportation, IT, etc.

  • Ensure your strategy analyzes corresponding data to effectively recommend system and operational procedure changes, enhancements, development of functional specifications or interface opportunities with costs and or return on investment summarized.

  • Evangelize the vision for the Operational Transformation among business users, cross functional leaders, and other stakeholders; serve as the primary focal point for the engagement.

  • Collaborate with other functional groups (Software Engineering, Hardware Design, Mechanical Engineering) to plan, develop, and implement diagnostic Tool Sets.

  • Be certain that your project participates on cross functional DIB Business organization to align teams across your organization, develop best practices and activate DIB strategies throughout your organization.

  • Collaborate with cross functional teams like Business Group to deliver the applications.

  • Prepare Technical Design document, use cases, Test Cases and user manuals for various projects and perform bug fixing, Code Review, and unit, functional and Integration Testing.

  • Develop processes and best practices to facilitate engagement with the Key Stakeholders and translate Business Requirements to functional data requirements.

  • Ensure you overhaul; lead all aspects of web analytics related to eCommerce and communicate relevant information to team members, executive leadership and cross functional partners.

  • Perform and/or manage Functional Testing, Regression Testing, Performance Testing, compatibility testing, and accessibility testing.

  • Coordinate with Product Management, operations, Customer Support and other functional teams to investigate issues and deliver high quality solutions.

  • Drive Functional Upskilling: own and maintain the core planning and forecasting processes, gathering the informational roll up from functional leaders.

  • Provide a framework to enable traceability between product requirements, functional specifications and Test Cases.

  • Systematize Functional Upskilling: for control of electro/optical/mechanical systems, Process Controls, and Functional Safety.

  • Confirm your team coordinates with Project Management, design engineering, procurement, Project Controls and other functional departments and personnel in establishing and maintaining priorities to ensure the success of the project.

  • Make sure that your planning develops solutions based on the cloud architecture effectively integrating new solutions into existing services and deliverables according to the Software Development Lifecycle as requirements, functional and Technical Specifications, use cases, and System Documentation.

  • Assure your organization complies; conducts an analysis of behaviors in a crisis situation with an emphasis on conducting a Functional Analysis of the situation.

  • Manage work with your cross functional teams of analysts, developers and graphic designers to translate Business Objectives into technical and integration specifications.

  • Lead Functional Upskilling: work closely with It Management and functional business teams on it deliverables, schedules, resource and costs supporting a portfolio of projects and programs.

  • Oversee Functional Upskilling: act as trusted advisor establishing great rapport with other Technology Teams, engineering, Product Managers, business partners and cross functional stakeholders to maintain high levels of visibility, efficiency, and collaboration.

  • Ensure your planning fosters Project Management skills, cross functional teamwork, fact based Decision Making, and Leadership Development through empowerment and accountable for tangible results.

  • Secure that your venture complies; access tons of complementary learning and upskilling programs to stay on top of what is new in your field.

  • Contribute to evaluation, selection and configuration of IAM products and services from vendors.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What is your question? Why?

  2. Which individuals, teams or departments will be involved in Functional Upskilling?

  3. Who are the people involved in developing and implementing Functional Upskilling?

  4. What knowledge or experience is required?

  5. Is it possible to estimate the impact of unanticipated complexity such as wrong or failed assumptions, feedback, etc. on proposed reforms?

  6. Who will manage the integration of tools?

  7. What projects are going on in the organization today, and what resources are those projects using from the resource pools?

  8. What should you stop doing?

  9. Are Functional Upskilling changes recognized early enough to be approved through the regular process?

  10. What are customers monitoring?

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

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

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

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

1.0 Initiating Process Group:

  • 1.1 Functional Upskilling project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Functional Upskilling 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 Upskilling 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 Upskilling 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 Upskilling 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 Upskilling 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 Upskilling project with this in-depth Functional Upskilling Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Functional Upskilling 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 Upskilling 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 Upskilling investments work better.

This Functional Upskilling 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.