Gate 0 - Project Startup
Project Name:
Date Project Leader
Deliverable
1 Name of Originator 2 Has the project been presented to upper management? 3 Has a project budget been submitted? 4 Has a forecast been prepared? 5 Agreement by upper management?
Date
Comments
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Gate 1 Customer Requirements
Project Name Date Project Leader
Responsibility
Product Management Product Management Product Management Product Management Sales, Business Development Product Management Product Management Product Management Product Management Service / Support Service / Support
Deliverable
Date
Comments
1 2 3 4 5 6 7 8 9 10 11
Has the risk analysis been completed? Is the project team complete and the availability of all team members agreed by their managers? Has the development process been selected for this project? Are the team's roles and responsibilities understood and agreed by the team? Have the market requirements been determined? Has the project budget been approved? Has a preliminary ROI been produced? Has the project scope and charter been prepared? Has the product roadmap and multi-gen plan been produced? Is the product manufacturable? Have the project resources been challenged?
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Gate 2 Feasibility & Planning Phase
Project Name Date Project Leader
Responsibility
1
Deliverable
Date
Comments
Product or Project Has a project manager named? Manager Project Are the team's roles and responsibilites understood and 2 Management agreed by the team? 3 R&D Engineering Is the engineering schedule realistic and feasible? Marketing & Is the preliminary marketing launch & sales training plan 4 Business available? Development What technical documentation will be required and in 5 Engineering which languages? 6 Training & Support 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Manufacturing Engineering Project Mgmt Project Mgmt Project Mgmt Project Mgmt Project Mgmt Project Mgmt Project Mgmt Project Mgmt Project Mgmt Project Mgmt Product Mgmt & Engineering Product Mgmt & Engineering Product Mgmt & Logistics Product Mgmt & Engineering Product Mgmt & Engineering Engineering Will technical training be required? Is there a manufacturing plan? Are all the project documents collected together in a binder or folder? Expected revenue forecast Expected development costs in staff-months or years, number of people required to complete project and general timetable Expected tooling and training costs Expected costs of goods sold and gross margin Expected pull-through or displaced revenue Definition of target customer. Complete risk analysis complete? Number of years to break even List of Assumptions made in preparing analysis. Is the product definition accepted by marketing? Is there management acceptance? Has a preliminary phase in/phase out plan been published and are any financial implications included in the ROI? Have vendors been evaluated? Have quotes to sub-contractors been requested? Is the concept feasible? n/a n/a n/a
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Gate 3 Preliminary Design Phase
Project Name Date Project Leader
Responsibility
1 2 3 4 5 6 7 8 9
Deliverable
Date
Comments
Product or Project Is the project risk assessment up to date? Manager Project Manager Is the project development schedule up to date R&D/Engineering Engineering Schedule still on-track Project Manager Engineering, Service Manufacturing Engineering Purchasing Is the preliminary marketing plan updated? Is a test plan required? Is a detailed manufacturing plan complete? Is there a list of approved vendors and suppliers?
Product Manager Is the OEM supplier agreement signed?
Product or Project Has all required data been identified, requested, and agreed to Manager be provided by the supplier? 10 Project Manager Are all the project documents still up to date? 11 Product Manager 12 13 Engineering Engineering Are sales forecasts updated and reflected in the financial analysis? Has a design review taken place? Have comments from the design review been incorporated into the product's specifications?
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Gate 4 Final Design Phase
Project Name Date Project Leader
Responsibility
1 2
Deliverable
Date
Comments
Product or Project Is the risk analysis up to date? Manager Project Manager Is the product development schedule up to date and on-track?
3 R&D / Engineering Is the engineering schedule still on-track? 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Project Manager Is the business plan complete? Engineering, Service Manufacturing Engineering Purchasing Has the test plan been completed? Is the manufacturing plan complete? Is the approved vendors & suppliers list up to date?
Project Manager Are all the project documents still up to date? Product Are sales forecasts updated and reflected in the financial Management analysis? Has a final design review taken place including the design Engineering freeze? Engineering Is the software architecture and design agreed upon? Have comments from the design review been incorporated Engineering into the product's specifications? Engineering Is a preliminary bill of materials available? Engineering Engineering Engineering Engineering Engineering / Manufacturing Engineering / Purchasing Manufacturing Engineering Any certifications required for specific markets? Are verification procedures and any necessary evaluation forms in place? Is processdocumentation complete for internal or external inspection teams? Is an engineering prototype available for manufacturing? Has engineering trained the manufacturing facility?
Have engineering released any critical or long lead items and suppliers identified? Are manufacturing equipment requirements and process 20 design complete? Are preliminary Product Announcments / Bulletins ready for 21 Product Manager review? 22 Product Manager Has a competitive analysis begun? 23 Product Manager Are the product's technical datasheets and preliminary user manuals available from marketing?
24 Product Manager Is the phase in/phase out plan agreed and finalized? 25 Product Manager Is the Design FMEA updated? 26 Purchasing Is pilot run budget approved before launch? Sales / Business 27 Are preliminary sales launch materials available for review? Development 28 Sales / Business Are the sales training plans finalized in the business plan? Development
29 Service / Support Are customer field trials required? 30 Service / Support Are the serive & support plans complete?
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Gate 5 Product Verification Phase
Project Name Date Project Leader
Responsibility
1 2
Deliverable
Date
Comments
Product or Project Is the risk analysis up to date? Manager Project Manager Is the product development schedule up to date and on-track?
3 R&D / Engineering Is the engineering schedule still on-track? 4 5 6 7 8 9 10 11 Project Manager Is the business plan complete? Engineering, Service Engineering, Quality Manufacturing Engineering Product Manager Engineering Engineering Engineering Has the test plan been completed? Have all vendors & suppliers, and OEM screening been approved? Is the detailed manufacturing plan approved? Are sales forecasts updated and reflected in the business plan? Has the design & manufacturing review taken place and finalized? Is the software architecture & design, coding and inspection complete? Is a list of snags complet and assigned to engineering personnel?
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Gate 6 Process Verification Phase
Project Name Date Project Leader
Responsibility
1 2
Deliverable
Date
Comments
Product or Project Is the risk analysis up to date? Manager Project Manager Is the product development schedule up to date and on-track?
3 R&D / Engineering Is the engineering schedule still on-track? 4 5 Project Manager Is the business plan complete? Has the test plan been completed? Is the manufacturing facility ready and has it been tooled? Are sales forecasts updated and reflected in the business plan? Is all marketing and technical documentation in all languages almost complete?
Engineering, Service Manufacturing and 6 QA Product 7 Management Product 8 Management
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Gate 7 Launch Phase
Project Name Date Project Leader
Responsibility
1 2 3 4 5 6 7 Product or Project Manager Project Manager Manufacturing Engineering Project Manager Product Manager
Deliverable
Is the risk analysis up to date with appropriate mitigation and "deal-with" plans? Is the business plan up to date? Is detailed manufacturing plan on-track? Are all the project documents still up to date?
Date
Comments
Are sales forecasts updated and reflected in the business plan? Product Manager Are the field trials "beta tests"port complete? Product Manager Are the final launch plans in place and ready?
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