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Stage Gate – Lecture 2 Review Process. © 2009 ~ Mark Polczynski. This Course: Strategic Technology Management. Strategic Technology Planning Scenario Planning Voice of the Customer Intellectual Property Generation Ideation Technology Roadmapping.

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Stage Gate – Lecture 2 Review Process

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Stage gate lecture 2 review process l.jpg

Stage Gate – Lecture 2Review Process

Stage Gate - Lecture 2

© 2009 ~ Mark Polczynski


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This Course:

Strategic

Technology

Management

  • Strategic Technology Planning

  • Scenario Planning

  • Voice of the Customer

  • Intellectual Property Generation

  • Ideation

  • Technology Roadmapping

  • Strategic Technology Development

  • Stage Gate Development

  • Stage Gate Review

Stage Gate - Lecture 2


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  • Scope of This Lecture Set:

  • We focus on technology development,

  • But the same basic principles apply toproduct development.

  • This is about technology development and project review.

  • It is about a system where project review is anintegral part of technology development.

Stage Gate - Lecture 2


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  • Stage Gate Process:

  • What problem are we trying to solve?

  • Stage gate development process.

  • Stage gate review process.

  • Review process cultural issues.

Stage Gate - Lecture 2


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New Product Pipeline

Many Low-Impact Products Out

Many Small Projects In

What’s the MAIN Problem We Are Trying To Solve?

Before: Difficult to manage many small projects.

After: Difficult to support many small products.

Stage Gate - Lecture 2


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New Product Pipeline

Many Small Projects In

Few High-Impact Products Out

What’s do we want to have?

Question: How do we figure out which projects to keep?

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Product Development Stage Gate Process

Stage gate reviews

Stage Gate - Lecture 2


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Technology Development Stage Gate Process

Stage gate reviews

Where projectsget killed!

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Stage Gate Development Process

S1

S2

S3

G1

G2

Stage Gate ReviewProcess

Stage Gate Concept is Quite Simple…

Put “Stage Gate Review” decision blocks in the process flow…

Our topic

So, how does a Gate work?

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Redirect

Continue

S

S

G

Hold

Kill

All the Gates work the same way…

At the end of each development stage, you hold a stage gate review to determine if you should: - Continue: Go to the next stage, - Redirect: Go back to the previous stage, - Hold: Put the project on hold, - Kill: Kill the project.

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G

G

G

Purpose of ALL Gates is to create BOTH of these curves:

Size

Number

This is very simple! So what’s the Big Deal?!

Stage Gate - Lecture 2


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  • Stage Gate Review Execution:

  • Review is usually a meeting. So -

    • How do you make decisions?

    • Who should attend the meeting?

    • How do you organize the meeting?

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Redirect

Continue

A

A

G

Hold

Kill

How do we decide what the decision will be?- Continue?- Redirect?- Hold?- Kill?

Let’s lookinside of a gate

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Is thisa “good”project?

All information needed?

Whatis itspriority?

Yes

Yes

High

Continue

No

No

Low

Kill

Re-Direct

Hold

Three-Step Decision Process: Ask questions in this order.

Does this project make

business sense:~ Strategically?~ Financially?~ Technically?

Has the team

completed all

outputs in a

quality fashion?

What is the impact relative to other projects?

Are people and money available?

Stage Gate - Lecture 2


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  • Purpose of Stage Gate Review Meeting:

  • Stage gate reviews…

    • Are business decision meetings

      • Are not project reviews

        • Are not design reviews

          • Are not performance reviews

  • A key advantage of a well-deigned and well-executed stagegate process is that it makes the engineer/technologists anintegral contributor to business decisions.

  • This is absolutely essential in technology-driven businesses.

About picking the projects that will have the biggest impact on your business

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PetProjects

  • Purpose of Gate Review Meeting:

  • Picking “winner” projects and killing “losers”.

  • For “winners”, this is about:

    • Making an investment decision (where to put money),

    • Allocating and committing resources (where to put people),

    • Assessing potential of project (all info needed to make good decision), not quality of project or product,

    • Assessing risk of project (but “winner” may be high or low).

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Suppliers (V):Asking for next project

Executors (R):Running thecurrent project

Customers (V):Receiving next project outputs

StageGateReview

Experts (R):Validating project deliverables

Investors (V):Paying* for next project

Who Should Attend the Review?

R = RecommendV = Vote* = “Paying” means providing money and/or peopleNote: a particular individual may play more than one role.

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  • Typical Stage Gate Review Agenda:

  • 20 min.Executor presentation and recommendation –All participants – Silent listening to presentationNo discussion, but clarifying questions allowed.

  • 15 min.General discussion –All participants – Led by non-voting facilitator.

  • 15 min.Voter deliberation –Typically voters only – Led by facilitator.

  • 10 min.Tem briefing on decision and action items –All participants – Led by facilitator.

  • 1 hourYes, this can, and must, be met!

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  • Gatekeeper Rules of Order

  • “Gatekeepers” are the voters at the stage gatereview meeting.

  • If gate review meetings degenerate tovicious attacks by gatekeepers onproject teams…

  • …then before long you won’t have any new projects!

  • To avoid having this happen, gatekeeper rules of order need to be established and enforced (by review meeting facilitator).

Here are some rules…

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  • Gatekeeper Rules of Order – Page 1

  • Gatekeepers must attend review meeting in-person or virtually, or your vote defaults to “Continue”. A substitute may be sent.

  • Gatekeepers must review team presentation before* the meeting.

  • Serious concerns must be communicated to teams before the meeting. No “surprise attacks” allowed in the meeting.

  • No “cross-examination” allowed during team presentations. You are not trying to “break down the witness” in a courtroom.

    • * Typically the project team sends the gatekeepers a stage gateproject report one week before the stage gate review meeting.

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  • Gatekeeper Rules of Order – Page 2

  • Gatekeepers cannot require information outside of the scope of the stage being reviewed (e.g., can’t require Stage B information at Stage A review).

  • Decisions must be made in accordance with the criteria for the gate, not a gatekeeper’s opinion of the project - no “pet projects”.

  • Final vote must be unanimous. Gatekeepers must be willing to negotiate with other gatekeepers to make a decision.

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  • Gatekeeper Rules of Order – Page 2

  • You can “Hold” a project, but you can’t “Hold” a decision. The decision must be given at the stage gate review meeting. “We will get back to you later” is not allowed.

  • “Continue” decision means that money and resources are committed! This is a promise that the team can actually execute the project!

Stage Gate - Lecture 2


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