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Matthew A. Paciorek
Applying the Stage Gate Model for the
                 Manufacturing Arena
Components of Effective Program
                                                                       Management



                   Whether working a conceptual idea or finding the best course of action for
                   an obsolete product line, proficiency with the entire development cycle
                   means that every product line is reviewed for productivity and profitability
                   from cradle-to-grave.

                   •   Product Marketing & Promotion
                   •   Project Planning & Program Management
                   •   Mechanical Engineering Design & Collaboration
                   •   Manufacturing & Applications Engineering
                   •   Supplier Q li & P d
                       S    li Quality Product R li bili
                                                 Reliability




Paciorek Marketing & Program Management Solutions
Analyzing the Stage Gate Model


                    Every program follows a six-gate model, expanded or simplified based on
                         yp g                    g              p              p
                    each project’s level of complexity and target deliverable:

                    •   Gate I: Project Initiation & Design Development
                    •   Gate II Product Design Feasibility P t t i
                        G t II: P d t D i F ibilit & Prototyping
                    •   Gate III: Product Design Launch
                    •   Gate IV: Tooling & Equipment Kickoff
                    •   Gate V: Production Tryout & Qualification
                                                y     Q
                    •   Gate VI: Postmortem

                    Modified Gate Examples:

                    • Cosmetic refresh projects (Merge I-III)
                    • Platform research for future design deliverables (Remove IV-V)
                    • Competitive benchmark R&D (Adds activity prior to I kickoff)



Paciorek Marketing & Program Management Solutions
Project Initiation &
                                                                           Design Development

                     Project b li
                     P j baseline and scope are d fi d with resource allocation
                                        d           defined, i h          ll    i
                     tied into program priority matrix. Key performance metrics are
                     defined in preliminary design plan and prototype expectations
                     are laid out.

                     Key Focal Points:

                     •    Are design plans (form/fit/function) clearly communicated prior
                             e des g p a s ( o / / c o ) c ea y co                 ca ed p o
                          to any prototype activity? Has any benchmark activity been
                          integrated into target performance requirements?
                     •    How are resources tracked in comparison to other
                          programs/development roadmap to ensure that resources are not
                          over-allocated and all critical path elements are not compromised
                          in the process of defining the baseline?
                     •    Is contingency and risk analysis conducted utilizing lessons learned
                          from previous p
                          f     p i       programs or similar activities?
                                                          i il    ti iti ?


Paciorek Marketing & Program Management Solutions
Product Design Feasibility &
                                                                 Prototype Development

                     Prototype activity commences and i i i l d i parameters are
                     P             i i                d initial design
                     validated through comprehensive testing. Initial quote activity
                     commences to ensure design falls within expected cost targets.
                     Design lock is achieved, or modifications are recommended.

                     Key Focal Points:

                     •    Upon design lock are all component level drawings and
                                        lock,
                          specifications formally released for review?
                     •    Has design for manufacturability been fully addressed by all team
                          functionalities? Has vendor/subcontractor input been considered
                          prior t design lock?
                            i to d i l k?
                     •    Has sales/marketing provided realistic forecast models by which
                          quoting activity and production capacity can be established?




Paciorek Marketing & Program Management Solutions
Product Design Launch


                     Capital
                     C i l considerations and tooling requirements to support
                                 id    i       d     li      i
                     product launch are compiled and submitted for management
                     approval. All quote activity is compiled and vendor selection is
                     finalized.

                     Key Focal Points:

                     •    Does the project budget and capital outlay meet all guidelines set
                          forth by executive management?
                     •    Has all manufacturing process documentation been finalized prior
                          to vendor selection for components and tooling/capital?
                     •    Have capacity planning requirements been addressed to ensure
                          that on-time delivery and efficiency metrics will not be adversely
                          impacted?




Paciorek Marketing & Program Management Solutions
Tooling &
                                                                             Equipment Kickoff

                     Tooling, assembly equipment, gaging and test apparatus are
                     T li           bl      i           i     d
                     ordered. Line layout is evaluated and capacity is reviewed in
                     conjunction with forecasted customer requirements.

                     Key Focal Points:

                     •    Has the contingency plan defined in SG-I been reviewed to
                          address supplier delays that could impact the critical path of the
                          program?
                     •    Have all critical performance characteristics been properly mapped
                          to assembly equipment and gaging prior to kickoff?
                     •    Has gage reliability and process flow been reviewed prior to first
                          piece runs?
                     •    Have packaging requirements been confirmed for availability and
                          product protection/promotion?



Paciorek Marketing & Program Management Solutions
Production Tryout
                                                                                   & Qualification

                     First i
                     Fi piece samples are b il utilizing off-production tooling and
                                     l       built ili i  ff    d i        li     d
                     production intent test equipment.

                     Key Focal Points:
                       y

                     •    Has the contingency plan defined in SG-I been reviewed to
                          address potential variations from prototype design and testing that
                          could impact the critical path of the program?
                     •    Has error-proofing been identified and fully implemented within
                          the production line?
                     •    Have capacity and process capability metrics been confirmed
                          during first-piece run-off?
                     •    Are all non-standard requirements fully addressed/documented as
                          defined by customer?




Paciorek Marketing & Program Management Solutions
Postmortem


                     Lessons l
                     L        learned f
                                    d from the program are l
                                            h               logged f f
                                                                  d for future
                     reference, and formal approval notifications as required by the
                     customer or market are provided.

                     Key Focal Points:

                     •    Is cross-functional team review used at the end of the cycle to
                          gather input on how to improve product development process?
                     •    Have cost targets been compared against initial budget constraints
                          and logged for overall performance affectivity?
                     •    Are any updates to the launch procedures recommended, based on
                          lessons learned from the completed program?




Paciorek Marketing & Program Management Solutions
Intangibles: Building Blocks for
                                                       Effective Program Management



                  Diversity. Adapt custom operations and marketing solutions from the
                  entire cross-functional team to capture individual talents.
                     i         f    i l                   i di id l l

                  Creativity. Utilize a hands-on approach to develop unique and innovative
                  solutions to meet evolving consumer requirements.
                                            g            q

                  Passion. Define the program outline to the strengths and interests of all
                  team members involved while focusing on the program deliverables.




Paciorek Marketing & Program Management Solutions

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Applying the Stage Gate Model for the Manufacturing Arena

  • 1. Matthew A. Paciorek Applying the Stage Gate Model for the Manufacturing Arena
  • 2. Components of Effective Program Management Whether working a conceptual idea or finding the best course of action for an obsolete product line, proficiency with the entire development cycle means that every product line is reviewed for productivity and profitability from cradle-to-grave. • Product Marketing & Promotion • Project Planning & Program Management • Mechanical Engineering Design & Collaboration • Manufacturing & Applications Engineering • Supplier Q li & P d S li Quality Product R li bili Reliability Paciorek Marketing & Program Management Solutions
  • 3. Analyzing the Stage Gate Model Every program follows a six-gate model, expanded or simplified based on yp g g p p each project’s level of complexity and target deliverable: • Gate I: Project Initiation & Design Development • Gate II Product Design Feasibility P t t i G t II: P d t D i F ibilit & Prototyping • Gate III: Product Design Launch • Gate IV: Tooling & Equipment Kickoff • Gate V: Production Tryout & Qualification y Q • Gate VI: Postmortem Modified Gate Examples: • Cosmetic refresh projects (Merge I-III) • Platform research for future design deliverables (Remove IV-V) • Competitive benchmark R&D (Adds activity prior to I kickoff) Paciorek Marketing & Program Management Solutions
  • 4. Project Initiation & Design Development Project b li P j baseline and scope are d fi d with resource allocation d defined, i h ll i tied into program priority matrix. Key performance metrics are defined in preliminary design plan and prototype expectations are laid out. Key Focal Points: • Are design plans (form/fit/function) clearly communicated prior e des g p a s ( o / / c o ) c ea y co ca ed p o to any prototype activity? Has any benchmark activity been integrated into target performance requirements? • How are resources tracked in comparison to other programs/development roadmap to ensure that resources are not over-allocated and all critical path elements are not compromised in the process of defining the baseline? • Is contingency and risk analysis conducted utilizing lessons learned from previous p f p i programs or similar activities? i il ti iti ? Paciorek Marketing & Program Management Solutions
  • 5. Product Design Feasibility & Prototype Development Prototype activity commences and i i i l d i parameters are P i i d initial design validated through comprehensive testing. Initial quote activity commences to ensure design falls within expected cost targets. Design lock is achieved, or modifications are recommended. Key Focal Points: • Upon design lock are all component level drawings and lock, specifications formally released for review? • Has design for manufacturability been fully addressed by all team functionalities? Has vendor/subcontractor input been considered prior t design lock? i to d i l k? • Has sales/marketing provided realistic forecast models by which quoting activity and production capacity can be established? Paciorek Marketing & Program Management Solutions
  • 6. Product Design Launch Capital C i l considerations and tooling requirements to support id i d li i product launch are compiled and submitted for management approval. All quote activity is compiled and vendor selection is finalized. Key Focal Points: • Does the project budget and capital outlay meet all guidelines set forth by executive management? • Has all manufacturing process documentation been finalized prior to vendor selection for components and tooling/capital? • Have capacity planning requirements been addressed to ensure that on-time delivery and efficiency metrics will not be adversely impacted? Paciorek Marketing & Program Management Solutions
  • 7. Tooling & Equipment Kickoff Tooling, assembly equipment, gaging and test apparatus are T li bl i i d ordered. Line layout is evaluated and capacity is reviewed in conjunction with forecasted customer requirements. Key Focal Points: • Has the contingency plan defined in SG-I been reviewed to address supplier delays that could impact the critical path of the program? • Have all critical performance characteristics been properly mapped to assembly equipment and gaging prior to kickoff? • Has gage reliability and process flow been reviewed prior to first piece runs? • Have packaging requirements been confirmed for availability and product protection/promotion? Paciorek Marketing & Program Management Solutions
  • 8. Production Tryout & Qualification First i Fi piece samples are b il utilizing off-production tooling and l built ili i ff d i li d production intent test equipment. Key Focal Points: y • Has the contingency plan defined in SG-I been reviewed to address potential variations from prototype design and testing that could impact the critical path of the program? • Has error-proofing been identified and fully implemented within the production line? • Have capacity and process capability metrics been confirmed during first-piece run-off? • Are all non-standard requirements fully addressed/documented as defined by customer? Paciorek Marketing & Program Management Solutions
  • 9. Postmortem Lessons l L learned f d from the program are l h logged f f d for future reference, and formal approval notifications as required by the customer or market are provided. Key Focal Points: • Is cross-functional team review used at the end of the cycle to gather input on how to improve product development process? • Have cost targets been compared against initial budget constraints and logged for overall performance affectivity? • Are any updates to the launch procedures recommended, based on lessons learned from the completed program? Paciorek Marketing & Program Management Solutions
  • 10. Intangibles: Building Blocks for Effective Program Management Diversity. Adapt custom operations and marketing solutions from the entire cross-functional team to capture individual talents. i f i l i di id l l Creativity. Utilize a hands-on approach to develop unique and innovative solutions to meet evolving consumer requirements. g q Passion. Define the program outline to the strengths and interests of all team members involved while focusing on the program deliverables. Paciorek Marketing & Program Management Solutions