Upskilling Toolkit

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Support market teams with adoption, and identify fine tuning of the solution, Business Processes, incentives and communications to ensure expected business benefits are reached, and insights are gathered to enhance solutions in the market, or for future deployments.

More Uses of the Upskilling Toolkit:

  • Govern: architecture non standard training solutions that meet the customers objectives while fully leveraging your delivery capabilities and driving profitability.

  • Ensure client standards are defined, communicated, trained, and proactively manage and communicate changes to client standards and/or client requirements.

  • Secure that your organization assess, refine, or rebuild Marketing Processes and production to best streamline work flow, Reduce Costs and complexity, and accelerate speed to market.

  • Confirm you orchestrate; lead the design and implementation of proper Operating model to ensure sustainable adoption of the digital solution (organizational impacts on site, Strategic Partnerships with external providers).

  • Identify and drivE Learning metrics to ensure effectiveness and ROI of programs/initiatives, removing duplication of efforts and ensuring alignment with learning strategies across multiplE Business units.

  • Ensure you do cument; build training and enablement programs that support revenue growth for your advertising Sales Team, specifically focused on onboarding programs, Upskilling, Development Strategies and industry specific expertise.

  • Make sure that your operation complies; sales ability/persuasiveness using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.

  • Govern: work closely with Sales Engineering and Consulting and Delivery organizations to drive sales excellence and seamless transitions between sales and delivery.

  • Manage to create and manage the Strategic Design process, and to help lead and coach Product Teams through the early stagE Discovery process for your healthcare products.

  • Coordinate general accounting tasks to ensure adequate training, appropriate process documentation and completion of work by scheduled deadlines.

  • Be an advocate for diverse and inclusive client facing teams while also managing client demand, resourcing SLAs, financial targets, and organization mission.

  • Audit: TPA benchmark defense lead/support client/account teams through a third party advisor (TPA) benchmark of an existing contract or a sole source pursuit on a limited basis.

  • Nurture relationships with technical experts, industry partners, and thought leaders in technology and technology adjacent domains to develop differentiated.

  • Manage to effectively meet your Business Needs and continue to grow, you need strategically minded individuals whose focus is delivering work through supporting teams and sustaining growth with existing key Enterprise Clients.

  • Be accountable for overseeing implementation of all people processes like workforce and capability planning, Performance Management, Talent Management, Succession Planning, Diversity and Inclusion, Talent Acquisition, remuneration, restructuring and other processes.

  • Deal Pricing Strategy and execution design and implement commercial strategies to enhance profitability, overseeing price positioning and client optics, deal shaping, deal qualification activities and financial structuring.

  • Establish that your enterprise provides support to the Head of Product Line and the Product Delivery Management with Continuous Improvement processes for the Sequel product where agreed with the team.

  • Audit: partner with sales to generate new business and grow revenue, bringing expertise on the guild solution and Expert Knowledge on education, learning and future of work into every phase of the sales cycle.

  • Manage your Product Managers defining Infrastructure Requirements, SLAs and support requirements for respective analytic apps/Business Platforms and associated market facing offerings.

  • Ensure you carry out; trusted thought partner to Sales leadership and persuasive visionary who knows how to develop, design, and champion comprehensive Sales Training programs in response to Business Needs.

  • Govern: continually evolve approach alongside unpredictable external realities of the Covid environment; explore and implement innovative approaches to stay relevant and engaging in a highly saturated Virtual Environment.

  • Ensure that releases adhere to the concept of Minimum Viable Product to reduce the breadth of Business Change, whilst ensuring sufficient functionality is delivered.

  • Be accountable for collaborating with all levels of leadership and stakeholder groups to drive Strategic Direction and accountability for critical dependencies with other projects, programs, and initiatives.

  • Manage work with a peer in Business Development to ensure new work is scoped properly to your CX teams capability and ensures the team can execute the Project Timelines provided to new clients with anticipation.

  • Be accountable for establishing a successful collaboration model with business, IT, and Leadership Teams to relay key delivery milestones, risks, and issues at a program level.

  • Orchestrate: plan and execute concurrent projects, complete individual contributor technical tasks, and provide technical coaching for the work of Cross Functional Team members.

  • Warrant that your team leads roadmap for roll out of digital solution in alignment with overall digital roadmap and in accordance to expected Productivity Improvement.

  • Establish: review and champion Operational Management controls for each site and service to enable delivery of overall optimum Operational Control, measurement compliance and forward planning.

  • Be accountable for ensuring that the area of responsibility is properly organized, staffed, skilled and directed, function delivers training programs fitted for Business Needs and leveraging existing portfolio.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What is the problem and/or vulnerability?

  2. What do you want to improve?

  3. Do you have enough freaky customers in your portfolio pushing you to the limit day in and day out?

  4. What have been your experiences in defining long range Upskilling goals?

  5. Is maximizing Upskilling protection the same as minimizing Upskilling loss?

  6. Why do and why don't your customers like your organization?

  7. Which costs should be taken into account?

  8. Has implementation been effective in reaching specified objectives so far?

  9. What can you control?

  10. Who do you report Upskilling results to?

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

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

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

  4. Closing Process Group: Did the Upskilling Project Team have enough people to execute the 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 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 Upskilling 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 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 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 Upskilling project with this in-depth Upskilling Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose 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 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 Upskilling investments work better.

This 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.