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EXAMPLES

Focal point

Role is to be the focal point of multiple entities

Time Lines & Strategic Decisions

Persuaded the CEO of a 200 person startup to defer launch of a 2nd gen product to balance Sales, costs and technical risks

High Level Time Line

Plan of record communication to the cross functional team

Roadmap

High level road map and integration of Sales, Engineering, Test and Manufacturing. All detailed plans were based off this road map.

Track Production Ramp Up

Tracked Contract Manufacturers progress to committed ramp up during Pilot builds

Schedule

Typical detailed integrated schedule as a Gantt chart. MS Projects

Risk Analysis

Risk Analysis. Classic format looking at Impact, likelihood with high emphasis on brainstorming mitigation steps

Roles & Responsibilities

Roles defined. Often overlooked. But key to have to minimize micro management. Also to ensure no gaps in key areas. Especially true for startups.

Action Tracker

A typical standard template tracking issues, owners and due dates. Insurance so team does not forget items that can gravely affect the project

Milestone Release...Gate Reviews

Before exiting or entering some key phases utilize this cross functional check list so team members know what is expected before project transitions to the next phase...such as Pilot builds.

Cost structure for planning

Cost structure planning. This was a case where $ 500k in testing needed to be scheduled and balanced for priority and timing. Utilized as a format to collaborate with technical fellows.

Presenting options to CEO

Team determined options for the CEO to consider to meet first customer ship

High Level Milestones
Inventory analysis

Analyzing sales forecast against the depletion of 1st gen product and production ramp up of the 2nd gen product

Budget

Layout expenses and NRE along an estimated timeline so Finance could plan to secure bridge loans ahead of time.

Allocation list

Manage allocation. A plan of record allocation matrix to communicate plans and manage usage of prototype hardware.

Agenda

Agenda. One possible format.

Schedule
Analysis of hard vs soft tooling

A spread sheet that integrates cost, technical risks and schedule. Collaborated decisions.

Collaborating with Post it notes

Complex allocation and shared usage of prototypes were facilitated with cross functional team.

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