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Certification Checklist

Application: [Application Name]
Purpose: Validate customer team operational readiness

Certification Philosophy

Goal: Ensure customer team is confident and capable of operating the system independently.

Approach:

  • Practical demonstration over written tests
  • Real-world scenarios
  • Gradual skill validation
  • Ongoing support available

Prerequisites

Before certification, customer team should have:

  • [ ] Completed all training sessions
  • [ ] Completed all hands-on exercises
  • [ ] Reviewed all documentation
  • [ ] Had opportunity to ask questions

Core Competencies

1. System Access and Navigation

Skills to Demonstrate:

  • [ ] Can access Kubernetes cluster
  • [ ] Can list and view resources
  • [ ] Can navigate namespaces
  • [ ] Can view pod details
  • [ ] Can access logs
  • [ ] Understands resource relationships

Assessment:

  • Practical demonstration
  • Trainer observation
  • Q&A session

2. Monitoring and Observability

Skills to Demonstrate:

  • [ ] Can access Grafana
  • [ ] Can navigate dashboards
  • [ ] Can interpret metrics
  • [ ] Can identify issues from metrics
  • [ ] Can create basic queries
  • [ ] Understands alerting

Assessment:

  • Dashboard navigation exercise
  • Metric interpretation quiz
  • Alert response scenario

3. Logging and Troubleshooting

Skills to Demonstrate:

  • [ ] Can access logs
  • [ ] Can analyze log patterns
  • [ ] Can identify errors
  • [ ] Can troubleshoot common issues
  • [ ] Understands troubleshooting methodology
  • [ ] Knows when to escalate

Assessment:

  • Log analysis exercise
  • Troubleshooting scenario
  • Problem-solving demonstration

4. Deployment Operations

Skills to Demonstrate:

  • [ ] Can perform deployment
  • [ ] Can monitor deployment
  • [ ] Can verify deployment
  • [ ] Can rollback if needed
  • [ ] Understands deployment runbook
  • [ ] Follows pre-deployment checklist

Assessment:

  • Deployment exercise
  • Runbook walkthrough
  • Rollback demonstration

5. Scaling Operations

Skills to Demonstrate:

  • [ ] Can scale deployment
  • [ ] Can monitor scaling
  • [ ] Can verify scaling
  • [ ] Understands autoscaling
  • [ ] Knows when to scale
  • [ ] Understands scaling strategies

Assessment:

  • Scaling exercise
  • Autoscaling configuration
  • Scaling decision scenario

6. Incident Response

Skills to Demonstrate:

  • [ ] Can detect incidents
  • [ ] Can triage issues
  • [ ] Can investigate root cause
  • [ ] Can resolve incidents
  • [ ] Can document incidents
  • [ ] Knows escalation procedures

Assessment:

  • Incident response scenario
  • Triage exercise
  • Resolution demonstration

7. Backup and Restore

Skills to Demonstrate:

  • [ ] Can perform backup
  • [ ] Can verify backup
  • [ ] Can perform restore
  • [ ] Can verify restore
  • [ ] Understands backup schedule
  • [ ] Knows disaster recovery procedures

Assessment:

  • Backup exercise
  • Restore exercise
  • Disaster recovery scenario

8. Upgrade Procedures

Skills to Demonstrate:

  • [ ] Can perform upgrade
  • [ ] Can monitor upgrade
  • [ ] Can verify upgrade
  • [ ] Can rollback if needed
  • [ ] Understands upgrade runbook
  • [ ] Follows pre-upgrade checklist

Assessment:

  • Upgrade exercise
  • Runbook walkthrough
  • Rollback demonstration

Certification Assessment

Written Assessment (Optional)

Topics:

  • Architecture understanding
  • Operational procedures
  • Troubleshooting methodology
  • Best practices

Format:

  • Multiple choice questions
  • Scenario-based questions
  • Short answer questions

Practical Assessment

Scenarios:

  1. Deploy new version
  2. Troubleshoot failing pod
  3. Scale deployment
  4. Respond to incident
  5. Perform backup and restore

Evaluation:

  • Correctness of approach
  • Use of runbooks
  • Problem-solving skills
  • Communication skills

Skills Validation

Demonstration Required:

  • [ ] Can perform all core operations
  • [ ] Uses runbooks appropriately
  • [ ] Knows when to escalate
  • [ ] Documents actions
  • [ ] Communicates effectively

Certification Levels

Level 1: Basic Operations

Requirements:

  • Can perform routine operations
  • Can monitor system
  • Can follow runbooks
  • Knows when to escalate

Certification:

  • Complete all exercises
  • Pass practical assessment
  • Demonstrate basic competency

Level 2: Advanced Operations

Requirements:

  • Can troubleshoot issues
  • Can perform complex operations
  • Can make operational decisions
  • Can train others

Certification:

  • Complete Level 1
  • Pass advanced assessment
  • Demonstrate advanced competency
  • Complete training others

Level 3: Expert Operations

Requirements:

  • Can handle all operations
  • Can design solutions
  • Can optimize system
  • Can lead operations

Certification:

  • Complete Level 2
  • Pass expert assessment
  • Demonstrate expert competency
  • Complete leadership training

Certification Process

Step 1: Self-Assessment

Customer team completes self-assessment:

  • Review competencies
  • Identify strengths
  • Identify areas for improvement
  • Request additional training if needed

Step 2: Practical Assessment

Trainer conducts practical assessment:

  • Observe operations
  • Evaluate skills
  • Provide feedback
  • Identify gaps

Step 3: Certification Decision

Certified:

  • All core competencies demonstrated
  • Can operate independently
  • Knows when to escalate
  • Has access to support

Conditional Certification:

  • Most competencies demonstrated
  • Minor gaps identified
  • Additional training scheduled
  • Support available

Not Certified:

  • Significant gaps identified
  • Additional training required
  • Re-assessment scheduled
  • Support available

Step 4: Certification Documentation

Document:

  • Certification level
  • Competencies validated
  • Areas for improvement
  • Ongoing support plan

Post-Certification

Immediate Support (First 30 Days)

  • Availability: Business hours + on-call
  • Response Time: < 2 hours
  • Support Channels: Email, Slack, Phone

Ongoing Support

  • Availability: Business hours
  • Response Time: < 24 hours
  • Support Channels: Email, Ticket system

Continuous Improvement

  • Regular Check-ins: Monthly for first 3 months
  • Feedback Collection: Ongoing
  • Additional Training: As needed
  • Documentation Updates: As system evolves

Re-Certification

When Required

  • Major system changes
  • New features added
  • Significant time elapsed (annually)
  • Team member changes

Process

  • Review current competencies
  • Identify new requirements
  • Complete additional training
  • Re-assess skills
  • Update certification

Success Criteria

Certification is successful when:

  • [ ] Customer team can operate system independently
  • [ ] Customer team feels confident
  • [ ] Customer team knows when to escalate
  • [ ] Customer team has all necessary tools
  • [ ] Customer team has ongoing support
  • [ ] Customer feels empowered

Remember: Certification is not a test—it's validation of readiness and empowerment.

Released under the MIT License.