What the study will look at, who's on it, and what the sponsor promises in return. Agree it before the workshop, not after.
| What's in scope | |
|---|---|
| What's out of scope | |
| Starting cost, checked by finance (and the date it's fixed) | |
| Target cost, and the evidence for it (allowable cost, rival teardown, margin plan) | |
| Why this product, and why now |
| Role | Name | Days freed for the study | Their manager agrees |
|---|---|---|---|
| Facilitator | |||
| Design engineering | |||
| Manufacturing | |||
| Purchasing | |||
| Quality | |||
| Finance | |||
| Sales or service |
| ✓ | Commitment | Detail |
|---|---|---|
| ☐ | Open the kick-off and say why this study matters | |
| ☐ | Protect the team's time for the whole workshop | |
| ☐ | Decide at the decision meeting, and sign the decision log there | |
| ☐ | Fund the engineering time to put approved ideas into production | £ or hours: |
| ☐ | Clear blockers within a week of hearing about them | |
| ☐ | Chair a 30-minute funnel review every month until the savings are in production | First review: |
| Milestone | Date | Owner |
|---|---|---|
| Information pack ready | ||
| Workshop | ||
| Decision meeting | ||
| First monthly review | ||
| Savings checked at L4 (target date) |