Example of Tollgate-Based Project Management Template

from Industry

Tollgate Project Management Process:

• Define tollgates and checklist items to be completed for each
tollgate
• Project reviews are based on checklist items at each tollgate
Example Discussion:
The example on the next page shows a 10-tollgate template.
• The number of tollgates used can be changed.
• For this example items 1-6 correspond to “ Defining the problem and
Formulating solutions”, plus numerous project management tasks.
• Tollgates 7, 8 and 9 correspond to “detailed design and development”
• Tollgate 10 covers field support, a very important component of a real-
world product development project

Chart supplied by Terry Russell, OU ME Advisory Board Chairman

ME471, Dr. Kremer
 GE Aircraft Engines

Key Elements GE GP7000

Tollgate Completion Schedule

(9/17/96) (9/30/96) (10/18/96) (11/30/96) (1/10/97) (3/31/97) (9/97) (4/98) (12/99) (12/00)

1 2 3 4 5 6 Launch 7 8 9 10
Get Consensus Propose - Prepare Launch Produce &
Idea Strategize Prepare detailed plan Design Develop Validate
Feedback Support
100%
+ Need identified for NPI + Define key technical + Expand team + Establish program launch + Finalize technical + Tech Reqmnts issued. + Launch program. + Procure/manufacture + Complete component + Review producibility
Process. requirements. membership. scenario. requirements. hardware. tests, engine, and flight data.
+ Performance stack up + Refine critical path
testing as required.
+ Establish Senior + Brainstorm issues. + Begin risk abatement + Communicate status of complete. elements/schedule. + Validate process + Review field data. 90%
+ Update business and
Leadership Team. plans. program direction. technical plans. Business capability. + Confirm all program
+ Develop risk + ICD approved. + Identify CTQ’s. + Identify ongoing
plan approved by requirements are met,
+ Identify Leadership assessment criteria. + Generate preliminary + Define detailed customer + Finalize detailed improvements.
business council. + Quote deck delivered. + Initiate concurrent and complete
Team. approach. requirements. cert/qual test plans.
+ Hold conceptual detail design & documentation. + Hold periodic Tollgate 10 80%
+ Identify NPI Scorecard + Preliminary Type Board
+ Establish NPI Team. design & program + Obtain stakeholder + Initiate QFD to identify manufacturing + Prepare test hardware. reviews.
metrics. held. + Obtain customer/agency
cross functional feedback and revise top-level CTQ’s. process planning.
+ Evaluate business + Review Tollgate 8 approval.
reviews. approach as required. + Establish launch + CERT/QUAL plan
impact. + Prepare detailed program + Hold detailed design checklist.
requirements. reviewed. + Review Tollgate 9 70%
+ Finalize alternative + Vendor partners plans. reviews.
+ Define initial program + Conduct Tollgate 8 checklist.
approaches identified. + Confirm funding, + Block test configuration
requirements. + Baseline configuration + Finalize detail review.
(strategy). participants, and facilities defined. + Conduct Tollgate 9
+ Identify installation frozen. design/test definition.
+ Conceptual designs available. review.
+ Identify impacts. + Program funding finalized. 60%
evaluated. + Commercial engine + Review Tollgate 7
manufacturing + Sources selected &
+ Customer study deck aircraft system specs + Update integrated program checklist.
+ Tollgate 1 checklist approaches. approved by source
complete. completed and signed. master plans/Identify
review completed. board. + Conduct Tollgate 7
+ Perform risk critical path elements.
+ Engine operability & + Approve plan to close review. 50%
assessment. + Cycle, flowpath &
deterioration target cost/current cost + Configuration Mgt. plan
+ Selling price requirements defined. gap. configuration frozen, cycle frozen.
established, target audited.
+ Detailed maintenance + Tollgate 4 checklist + Finalize make/buy
cost reviewed, + Nacelle & fan reverser 40%
cost rolled up. review completed. decisions.
current capability supplier specs issued.
cost defined. + Airframer acceptance of + Finalize manufacturing
design. + Revenue sharing processes.
+ Prepare prelim. participant agreements
program plan. + Confirm all technologies + Identify design review & 30%
finalized and plans
on hand. completed. program scorecards review
+ Tollgate 2 checklist
schedules.
review completed. + Review Tollgate 3 + Process capability
checklist. (Cp/Cpk) known for all + Identify Review Tollgate 6 20%
CTQs. checklist.
+ Conduct Tollgate 3
review. + Configuration Mgt system + Conduct Tollgate 6 review.
defined. 10%
+ UG Master Model
components selected.
+ Tollgate 5 checklist 0%
review completed.

Percent Tollgate
Checklist Items
Complete

10% 20% 40% 70% 95% 100%

Percent Overall Mission: Develop and certify by December 1999 the GE-P&W Engine Alliance
NPI Program
Complete
GP7000 engine for the 747-600 airplane with airplane certification by December
2000 to satisfy our customers and shareholders with world class products and
services . Page 3
July 2000, Version 1.0
GEES Japan.ppt GE Proprietary Information Unauthorized Reproduction Prohibited
ME471, Dr. Kremer
 Close up view of Design through production tollgates
(9/97) (4/98) (12/99) (12/00)

7 8 9 10
Produce &
Design Develop Validate
Support

+ Launch program. + Procure/manufacture + Complete component + Review producibility

hardware. tests, engine, and flight data.
+ Refine critical path
testing as required.
elements/schedule. + Validate process + Review field data.
capability. + Confirm all program
+ Identify CTQ’s. + Identify ongoing
requirements are met,
+ Finalize detailed improvements.
+ Initiate concurrent and complete
cert/qual test plans.
detail design & documentation. + Hold periodic Tollgate 10
manufacturing + Prepare test hardware. reviews.
+ Obtain customer/agency
process planning.
+ Review Tollgate 8 approval.
+ Hold detailed design checklist.
+ Review Tollgate 9
reviews.
+ Conduct Tollgate 8 checklist.
+ Finalize detail review.
+ Conduct Tollgate 9
design/test definition.
review.
+ Review Tollgate 7
checklist.
+ Conduct Tollgate 7
review.

Chart supplied by Terry Russell, OU ME Advisory Board Chairman

ME471, Dr. Kremer
 Sr. Design Tollgates

1. Tollgate 1 – Conceptual and Preliminary Design

a. Sufficient problem definition, development of design
specifications, and investigation of alternatives
b. Sufficient/correct analysis of alternatives
c. Sufficient justification provided for selection of “best”
design concept
d. Sufficient/correct development of preliminary design to
show feasibility with respect to ability to meet design
specifications
e. Sufficient project management planning and
scheduling has been completed

ME471, Dr. Kremer

 Sr. Design Tollgates
Tollgate 2 – Experimental prototyping, testing, simulation, analysis,
and system-level design refinement
a. Fully developed hardware configuration based on
sufficient/correct prototyping, testing, analysis and
simulation
· Appropriate types/methods of analysis & simulation
were used; parameters in simulations were based on
experimental data for the actual system; analysis &
simulations were completed correctly and documented
well.
· Appropriate prototypes were built and experiments were
based on a clear need for information; experiments were
designed, planned, and conducted well; data was analyzed
correctly and the process was documented well.
b. Design methods (DFX, FMEA, Value Engineering,…) were
used appropriately and applied correctly to refine/improve
the design
ME471, Dr. Kremer
 Sr. Design Tollgates

Tollgate 3 – Design refinement and performance validation

via prototype testing
a. Prototype performance shows that final design can
adequately meet all critical design specifications
b. Performance predictions from dynamic simulations
correlated/compared to actual performance results
and all significant discrepancies corrected
c. Adequate cost/manufacturability analysis has been
completed

ME471, Dr. Kremer

 Sr. Design Tollgates
Tollgate 4: Pre-Production Review
a. Final design includes refinements based on prototype
testing and simulations
b. Final design characteristics (dimensions, materials,
etc.) have been developed based on failure analysis
with respect to all potential failure modes, and proper
design factors of safety were achieved
c. Project documentation package is completed,
including a complete and correct set of properly
dimensioned and toleranced engineering drawings
d. Final design has been evaluated for form/fit/function,
manufacturability, assembly, safety, reliability, cost,
patent infringement, and environmental impact, and
results of these evaluations are clearly documented
ME471, Dr. Kremer
 Sr. Design Tollgates

For all tollgates:

a. The design report and formal presentation
associated with each design review must be
acceptable
b. All group members must exhibit sufficient mastery of
the “Professional Skills and Tools” associated with
the current phase of the design process

ME471, Dr. Kremer

 Notes on Proceeding From Preliminary to Final Design
Preliminary Design
A preliminary design defines
1 Basic configuration (how things fit together)
2 Sizing (scale) of the system (realistic bounds on values for key design parameters)
3 Possible/reasonable alternatives for design components
4 Basic functions and how they will be provided/satisfied by the design

Creating and Gathering Information/Embodiment Design/Design Refinement

To progress from a preliminary design to a final design requires information
This information comes from the analysis and testing that you do to create and evaluate your design
• Prototyping and testing
• Research
• Simulation and Analysis
• Application of Design Methods to simplify/modify/improve design
Most decisions must be made before we have all of the information we would like to have
• One challenge is learning to deal with uncertainty and still make good and timely decisions

Final Design
A “near-optimal” (or at least acceptable) final design requires
• Definition of nominal values and tolerances for all design parameters
• Sizing/selection of mechanical elements to
o Satisfy requirements for form/fit/function
o Avoid common failure modes
o Address important design issues
ME471, Dr. Kremer