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PLAYBOOK	
  Webinar	
  Series	
  
Lean-­‐Agile	
  methods	
  and	
  so:ware	
  to	
  reduce	
  product	
  
development	
  @melines	
  by	
  up	
  to	
  50%	
  
July	
  10,	
  2014	
  
	
  
	
  
PLAYBOOKhq.co	
  
Elyssa	
  Pallai	
  
VP	
  Marke)ng	
  
	
  
Greg	
  Katai	
  
VP	
  Business	
  Development	
  
	
  
David	
  Paulson	
  
President	
  
PLAYBOOKhq.co	
  
•  Who	
  we	
  are	
  
•  Problem	
  we’re	
  solving	
  
•  PLAYBOOK	
  Methods	
  
•  So=ware	
  Solu?on	
  
•  Special	
  Offer	
  
Agenda	
  
PLAYBOOKhq.co	
  
New	
  Product	
  Development	
  
PLM	
  
Engineering	
  
PDM	
  
CAD	
  
1998	
  -­‐	
  2008	
  
2008	
  -­‐	
  Now	
  
2003	
  –	
  Began	
  
studying	
  	
  
Lean,	
  TOC	
  
16	
  Years	
  of	
  Processes	
  and	
  Tools	
  
Consul?ng	
  
PLAYBOOKhq.co	
  
Past	
  Experience	
  
PLAYBOOKhq.co	
  
	
  “Superior	
  product	
  
development	
  performance	
  
is	
  the	
  most	
  fundamental	
  
determinant	
  of	
  financial	
  
returns	
  and	
  rela@ve	
  stock	
  
performance	
  over	
  @me.”	
  	
  	
  	
  	
  
–	
  Wasserstein	
  Perella	
  Securi@es	
  
	
  
	
  
	
  
The	
  Need	
  for	
  Speed!	
  
PLAYBOOKhq.co	
  
90%	
  of	
  new	
  products	
  
are	
  late…!1	
  
1	
  
The	
  Reality…	
  
PLAYBOOKhq.co	
  
•  60%	
  -­‐	
  90%	
  	
  “of	
  )me	
  in	
  engineering	
  …	
  is	
  wasted	
  ”	
  
•  57%	
  	
  have	
  “too	
  many	
  projects	
  for	
  their	
  resources”	
  	
  
•  50%	
  	
  say	
  “managing	
  priori)es	
  is	
  their	
  greatest	
  risk”	
  
•  42%	
  	
  of	
  schedules	
  are	
  “mostly	
  or	
  highly	
  inaccurate”	
  
•  75%	
  	
  rate	
  themselves	
  “not	
  good	
  at	
  capacity	
  planning”	
  
•  70%	
  	
  are	
  “evalua)ng	
  new	
  tools	
  and	
  methods”	
  
Here’s	
  Why	
  
PLAYBOOKhq.co	
  
$500,000	
  lost	
  profit	
  per	
  
month	
  for	
  each	
  month	
  they	
  are	
  
late.	
  	
  
They	
  are	
  4	
  –	
  12	
  months	
  late	
  
on	
  average.	
  
Cost	
  of	
  Delay	
  (COD)	
  
This	
  equates	
  to	
  $2M	
  –	
  $6M	
  of	
  lost	
  profit	
  per	
  
product.	
  
PLAYBOOKhq.co	
  
Develop	
  Requirements	
  
Define	
  the	
  Work	
  
Plan/Schedule	
  the	
  Work	
  
React	
  to	
  Surprises	
  
Have	
  Status	
  Mee@ngs	
  
Goal	
   Actual	
  
Do	
  the	
  Work	
  
Typical	
  NPD	
  Process	
  
PLAYBOOKhq.co	
  
Phased	
  Requirements	
  
Decentralized	
  Planning	
  
Cri@cal	
  Chain	
  Project	
  Management	
  
Goal	
  &	
  
Actual	
  
Project	
  Economics	
  
Risk	
  Management	
  /	
  Early	
  Learning	
  
Micro	
  Planning,	
  Daily	
  Mee@ngs	
  
Con@nuous	
  Monitoring	
  via	
  Risk	
  &	
  Buffer	
  Charts	
  
Architecture	
  
Do	
  the	
  Work	
  
PLAYBOOK	
  Process	
  
PLAYBOOKhq.co	
  
30	
  
Average	
  
20	
   18	
  
12	
  
Product	
  Development	
  
Cycle	
  Time	
  
(months)	
  
2-­‐3x	
  
Average	
  
1x	
   .8x	
  
Budget	
  
($)	
  
Record	
   Goal	
   PLAYBOOK	
  
Pilot	
  
Planned	
   PLAYBOOK	
  
Pilot	
  
~$3M	
  
Addi?onal	
  
Profit	
   ~$500K	
  
Cost	
  
Savings	
  
Case	
  Study	
  
Medical	
  Device	
  
New	
  Product	
  Development	
  
PLAYBOOKhq.co	
  
48?	
  
	
  
Last	
  
Project	
  
24	
  
10	
  
Schedule	
  (months)	
  
Expected?	
  
(2x	
  Scope)	
  
Actual	
  
Project	
  Team	
  Won	
  BAE	
  Chairman’s	
  Award	
  
Aerospace	
  
IT	
  System	
  Upgrade	
  Project	
  
~$1M	
  (Labor	
  Cost	
  Savings)	
  
Case	
  Study	
  
PLAYBOOKhq.co	
  
PLAYBOOK	
  So=ware	
  
Execu?on	
  Founda?on	
  Phased	
  Requirements	
  
Decentralized	
  Planning	
  
Cri@cal	
  Chain	
  Project	
  Management	
  
Goal	
  &	
  
Actual	
  
Project	
  Economics	
  
Risk	
  Management	
  /	
  Early	
  Learning	
  
Micro	
  Planning,	
  Daily	
  Mee@ngs	
  
Con@nuous	
  Monitoring	
  via	
  Risk	
  &	
  Buffer	
  Charts	
  
Architecture	
  
Do	
  the	
  Work	
  
PLAYBOOK	
  Process	
  
PLAYBOOKhq.co	
  
Why	
  Automa?on	
  is	
  Needed	
  
PLAYBOOKhq.co	
  
•  Granular	
  Tasks	
  (Small	
  Batches)	
  
•  Users	
  “Pull”	
  tasks	
  from	
  their	
  priori@zed	
  task	
  queue	
  
•  Immediate	
  re-­‐priori@zing	
  of	
  tasks	
  based	
  on	
  Cri@cal	
  
Chain	
  concept	
  
•  Load	
  people	
  to	
  70%,	
  not	
  100%	
  	
  
•  Shared	
  project	
  buffer	
  instead	
  of	
  each	
  task	
  buffered	
  
•  Decentralized,	
  rolling	
  wave	
  planning	
  and	
  task	
  
ownership	
  
•  Hold	
  short	
  “standup”	
  mee@ngs	
  
7	
  Key	
  Principles	
  for	
  Reducing	
  Project	
  Timelines	
  
PLAYBOOKhq.co	
  
PLAYBOOK  Demo
PLAYBOOKhq.co	
  
With	
  PLAYBOOK	
  you	
  get….	
  
Clear	
  PrioriBes	
  and	
  BeDer	
  CommunicaBon	
  	
  
Leading	
  to…	
  	
  
Faster	
  Projects	
  and	
  Happy	
  Teams	
  
Resul@ng	
  in…	
  
Improved	
  Financial	
  Performance	
  
In	
  Summary….	
  
PLAYBOOKhq.co	
  
“Communica@on	
  is	
  so	
  much	
  beler	
  here.”	
  
“My	
  team	
  is	
  empowered.	
  Their	
  day	
  is	
  less	
  
confusing.	
  They	
  do	
  their	
  own	
  planning.	
  They	
  
are	
  ‘@ckled	
  pink’.”	
  
“My	
  guys	
  can	
  see	
  daily	
  what	
  is	
  happening.”	
  
“Now	
  I	
  can	
  focus	
  on	
  strategic	
  planning.”	
  	
  
“Renders	
  MS	
  Project	
  completely	
  useless.”	
  
	
  
Customer	
  Quotes	
  
PLAYBOOKhq.co	
  
•  Cloud	
  –	
  no	
  servers	
  
(On-­‐Premise	
  op?onal)	
  
•  Training	
  and	
  Coaching	
  
•  Fully	
  Opera?onal	
  in	
  	
  
3	
  weeks	
  
•  Annual	
  License	
  Subscrip?on	
  
•  Typical	
  solu?ons	
  cost	
  $15K-­‐$150K	
  
•  No-­‐brainer	
  ROI,	
  payback	
  in	
  weeks	
  
3	
  Weeks	
  from	
  Now…You’re	
  Lean	
  and	
  
Agile	
  	
  
PLAYBOOKhq.co	
  
Special	
  Offer	
  for	
  Webinar	
  Adendees	
  
	
  
All	
  companies	
  in	
  alendance	
  are	
  eligible	
  for	
  a	
  one-­‐@me	
  
promo@onal	
  offer	
  of	
  3	
  months	
  free	
  usage	
  of	
  the	
  so:ware.	
  
	
  
To	
  be	
  eligible	
  for	
  this	
  promo@on,	
  you	
  must	
  be	
  a	
  new	
  customer	
  
or	
  new	
  division	
  of	
  an	
  exis@ng	
  customer,	
  and	
  must	
  purchase	
  at	
  
least	
  our	
  minimum	
  implementa@on	
  service	
  package	
  consis@ng	
  
of	
  So:ware	
  and	
  our	
  Lean-­‐Agile	
  Methods	
  training	
  for	
  a	
  
minimum	
  of	
  10	
  users.	
  Promo	
  expires	
  September	
  30,	
  2014.	
  
	
  
	
  
	
  
PLAYBOOKhq.co	
  
Want	
  to	
  learn	
  more	
  about	
  PLAYBOOK	
  methods	
  and	
  so:ware?	
  
Want	
  to	
  take	
  advantage	
  of	
  the	
  special	
  offer?	
  
	
  
Contact	
  Greg	
  Katai	
  
gkatai@accuer.com	
  	
  
(303)	
  323-­‐4296,	
  ext.	
  26	
  
	
  
Blogs	
  and	
  other	
  detailed	
  informa@on:	
  
www.playbookhq.co	
  
	
  
	
  
www.playbookhq.co	
  PLAYBOOK	
  
Configure	
  
System	
  
Lean/Agile	
  	
  
Principles	
  &	
  	
  
Playbook	
  Training	
  
Week 1 Week 2
Timeline
Week 3
Ini@al	
  Plan	
  Development	
  
to	
  Near	
  Term	
  Milestone	
  
Daily	
  Standups	
  &	
  Task	
  Updates	
  
Build	
  out	
  Plan	
  
to	
  Project	
  Complete	
  Milestone	
  
Weekly	
  Rolling	
  
Wave	
  Planning	
  
Layer-­‐in	
  remaining	
  projects	
  
Weekly	
  Rolling	
  
Wave	
  Planning	
  
Weekly	
  Rolling	
  
Wave	
  Planning	
  
Week 4
Implementa?on	
  

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Playbook Lean and Agile Project Management Software and Methods Presentation

  • 1. PLAYBOOK  Webinar  Series   Lean-­‐Agile  methods  and  so:ware  to  reduce  product   development  @melines  by  up  to  50%   July  10,  2014      
  • 2. PLAYBOOKhq.co   Elyssa  Pallai   VP  Marke)ng     Greg  Katai   VP  Business  Development     David  Paulson   President  
  • 3. PLAYBOOKhq.co   •  Who  we  are   •  Problem  we’re  solving   •  PLAYBOOK  Methods   •  So=ware  Solu?on   •  Special  Offer   Agenda  
  • 4. PLAYBOOKhq.co   New  Product  Development   PLM   Engineering   PDM   CAD   1998  -­‐  2008   2008  -­‐  Now   2003  –  Began   studying     Lean,  TOC   16  Years  of  Processes  and  Tools   Consul?ng  
  • 6. PLAYBOOKhq.co    “Superior  product   development  performance   is  the  most  fundamental   determinant  of  financial   returns  and  rela@ve  stock   performance  over  @me.”           –  Wasserstein  Perella  Securi@es         The  Need  for  Speed!  
  • 7. PLAYBOOKhq.co   90%  of  new  products   are  late…!1   1   The  Reality…  
  • 8. PLAYBOOKhq.co   •  60%  -­‐  90%    “of  )me  in  engineering  …  is  wasted  ”   •  57%    have  “too  many  projects  for  their  resources”     •  50%    say  “managing  priori)es  is  their  greatest  risk”   •  42%    of  schedules  are  “mostly  or  highly  inaccurate”   •  75%    rate  themselves  “not  good  at  capacity  planning”   •  70%    are  “evalua)ng  new  tools  and  methods”   Here’s  Why  
  • 9. PLAYBOOKhq.co   $500,000  lost  profit  per   month  for  each  month  they  are   late.     They  are  4  –  12  months  late   on  average.   Cost  of  Delay  (COD)   This  equates  to  $2M  –  $6M  of  lost  profit  per   product.  
  • 10. PLAYBOOKhq.co   Develop  Requirements   Define  the  Work   Plan/Schedule  the  Work   React  to  Surprises   Have  Status  Mee@ngs   Goal   Actual   Do  the  Work   Typical  NPD  Process  
  • 11. PLAYBOOKhq.co   Phased  Requirements   Decentralized  Planning   Cri@cal  Chain  Project  Management   Goal  &   Actual   Project  Economics   Risk  Management  /  Early  Learning   Micro  Planning,  Daily  Mee@ngs   Con@nuous  Monitoring  via  Risk  &  Buffer  Charts   Architecture   Do  the  Work   PLAYBOOK  Process  
  • 12. PLAYBOOKhq.co   30   Average   20   18   12   Product  Development   Cycle  Time   (months)   2-­‐3x   Average   1x   .8x   Budget   ($)   Record   Goal   PLAYBOOK   Pilot   Planned   PLAYBOOK   Pilot   ~$3M   Addi?onal   Profit   ~$500K   Cost   Savings   Case  Study   Medical  Device   New  Product  Development  
  • 13. PLAYBOOKhq.co   48?     Last   Project   24   10   Schedule  (months)   Expected?   (2x  Scope)   Actual   Project  Team  Won  BAE  Chairman’s  Award   Aerospace   IT  System  Upgrade  Project   ~$1M  (Labor  Cost  Savings)   Case  Study  
  • 14. PLAYBOOKhq.co   PLAYBOOK  So=ware   Execu?on  Founda?on  Phased  Requirements   Decentralized  Planning   Cri@cal  Chain  Project  Management   Goal  &   Actual   Project  Economics   Risk  Management  /  Early  Learning   Micro  Planning,  Daily  Mee@ngs   Con@nuous  Monitoring  via  Risk  &  Buffer  Charts   Architecture   Do  the  Work   PLAYBOOK  Process  
  • 16. PLAYBOOKhq.co   •  Granular  Tasks  (Small  Batches)   •  Users  “Pull”  tasks  from  their  priori@zed  task  queue   •  Immediate  re-­‐priori@zing  of  tasks  based  on  Cri@cal   Chain  concept   •  Load  people  to  70%,  not  100%     •  Shared  project  buffer  instead  of  each  task  buffered   •  Decentralized,  rolling  wave  planning  and  task   ownership   •  Hold  short  “standup”  mee@ngs   7  Key  Principles  for  Reducing  Project  Timelines  
  • 18. PLAYBOOKhq.co   With  PLAYBOOK  you  get….   Clear  PrioriBes  and  BeDer  CommunicaBon     Leading  to…     Faster  Projects  and  Happy  Teams   Resul@ng  in…   Improved  Financial  Performance   In  Summary….  
  • 19. PLAYBOOKhq.co   “Communica@on  is  so  much  beler  here.”   “My  team  is  empowered.  Their  day  is  less   confusing.  They  do  their  own  planning.  They   are  ‘@ckled  pink’.”   “My  guys  can  see  daily  what  is  happening.”   “Now  I  can  focus  on  strategic  planning.”     “Renders  MS  Project  completely  useless.”     Customer  Quotes  
  • 20. PLAYBOOKhq.co   •  Cloud  –  no  servers   (On-­‐Premise  op?onal)   •  Training  and  Coaching   •  Fully  Opera?onal  in     3  weeks   •  Annual  License  Subscrip?on   •  Typical  solu?ons  cost  $15K-­‐$150K   •  No-­‐brainer  ROI,  payback  in  weeks   3  Weeks  from  Now…You’re  Lean  and   Agile    
  • 21. PLAYBOOKhq.co   Special  Offer  for  Webinar  Adendees     All  companies  in  alendance  are  eligible  for  a  one-­‐@me   promo@onal  offer  of  3  months  free  usage  of  the  so:ware.     To  be  eligible  for  this  promo@on,  you  must  be  a  new  customer   or  new  division  of  an  exis@ng  customer,  and  must  purchase  at   least  our  minimum  implementa@on  service  package  consis@ng   of  So:ware  and  our  Lean-­‐Agile  Methods  training  for  a   minimum  of  10  users.  Promo  expires  September  30,  2014.        
  • 22. PLAYBOOKhq.co   Want  to  learn  more  about  PLAYBOOK  methods  and  so:ware?   Want  to  take  advantage  of  the  special  offer?     Contact  Greg  Katai   gkatai@accuer.com     (303)  323-­‐4296,  ext.  26     Blogs  and  other  detailed  informa@on:   www.playbookhq.co      
  • 23. www.playbookhq.co  PLAYBOOK   Configure   System   Lean/Agile     Principles  &     Playbook  Training   Week 1 Week 2 Timeline Week 3 Ini@al  Plan  Development   to  Near  Term  Milestone   Daily  Standups  &  Task  Updates   Build  out  Plan   to  Project  Complete  Milestone   Weekly  Rolling   Wave  Planning   Layer-­‐in  remaining  projects   Weekly  Rolling   Wave  Planning   Weekly  Rolling   Wave  Planning   Week 4 Implementa?on