IT Infrastructure:  Risk – Compatibility – Capacity – Uptime

ERP Software: Utilization – Departmental Synchronization – Capacity – Technology

Whole Company Real-Time Data:   Availability – Priority – Accuracy – Utilization

Industrial Internet of Things & Mfg. 4.0:  Robot – Control Systems – Instruments – Sensors – HMI – Real Time Equipment, Tooling and Machine Monitoring

Visual Management Dashboards:   Key Metrics – Targets – Alarms – Countermeasures

IT Personnel Effectiveness:  IT Director/Manager – Systems Analysts – Programmers – Network Admins – IT Techs

Organizational Human Resource Leveling: Right People – Right Positions – Right Flow – Best Balance

Positional Job Detailing: Actions – Deliverables – Frequency – Metrics Expectations – Procedures

Onboarding: Skills & Qualifications – Training for Competency – Train the Trainer

Performance Metrics: Cascaded Metrics – Self Accountability – Performance Evaluation – Retention

Succession Planning: Positional Needs Projections – Recruiting – Skills and Qualifications Projections

Regulatory Compliance: Fed/State/Local – HR Policy – Employee Rights – Benefits – Wages – Worker’s Comp

Human Resource Personnel Effectiveness: HR Director/Manager – Generalists – Recruiter – Benefits Analyst – Policy Administrator

EPA & OSHA: Effectiveness & Compliance 200 Point Inspection Audit – Countermeasures

EH&S Culture: Management – Systems – Metrics – Training – Countermeasures – Procedures

Lockout Tagout: Effectiveness & Compliance – Procedures – Tags – Placards – Utilization – Storage

ISO 14001: Effectives & Compliance – Procedures – Emergency Preparedness – Aspects & Impacts

EH&S Personnel Effectiveness: Safety Director/Manager – EH&S Specialists – EH&S Engineers – EH&S Auditors

Compliance to Certification Standards: Effectiveness & Compliance – Countermeasures

Quality System Culture: Management – Systems – Metrics – Procedures – Training – Continuous Improvement

Levels of 1,2,3,4 Documentation: Ease of Reference – Applicability – Utilization – Living Documents

Layered Process Audits: Specific – Closed Loop – Auditor Qualifications – Achievable Schedules

Cost of Poor Quality: Scrap – Rework – Returns – Expedited Freight – Overtime – Lost Customer Confidence

PFMEA, MSA, Control Plan: Low RPNs – Error Proofing – Process Capability – Inspection Accuracy

Quality Personnel Effectiveness: Quality Director/ Manager – Quality Engineers – Quality Techs – Inspectors – PPAP Coordinators – Problem Solvers

Overall Equipment Effectiveness: Cycle Time – Take Time – Unplanned Down Time – Scrap

Standardized Work: Value Stream – Work Sequence – Operator Balance – Spaghetti Diagram – Work Instructions

Predictive Maintenance: Historical Data – Critical Spare Parts Matrix – PM Scheduling – Tools – Problem Solving

6 S: Sort, Straighten, Standardize, Shine, Safety, Sustain

Manufacturing 4.0: Realtime Data – Robot – Control Systems – Instruments – Sensors – HMI – Monitoring

Operations Mfg. Maintenance Personnel Effectiveness: Operations Director/Manager – Mfg. Manager – Supervisors – Operators – Maint. Manager – Maintenance Techs – Material Handlers – Process Techs – Mfg. Engineers – Set Up Personnel

Inventory Accuracy: Low Variance – Visual Management – FIFO – Space Utilization – Label – Packaging

Scheduling: EDI Customer Forecasts – Supplier Forecasts – Mfg. Schedule – WIP – Finished Goods

Inventory Flow: Freight – Receiving – Movement – VSM – Storage – Handling

PCI&L Personnel Effectiveness: PCIL&L Director/Manager – Master Scheduler – Warehouse Manager – Ship & Receiving Personnel

 Materials Management Operations Guidelines and Logistics Evaluations MMOG/LE

Product Engineering: Feasibility – DFMEA – DFM/DFA – DVP&R – PFMEA – RPN Reduction – Life Cycle

Change Management: BOM Revisions – Data Updates – Feasibility – Lessons Learned – Validation

Problem Solving: Root Cause Analysis – Error-Proofing – Prevention – Warranty Reduction

Continuous Improvement: Read Across – Reduction in Scrap – Increase in Productivity – Less Direct Labor

Value Stream Mapping: Streamlined Supply Chain – Streamlined Process – Less Movement – Increased Throughput

Process Capability: CP – UCL – LCL – Cpk – Upper Control – Lower Control – SPC – Std. Deviation

Cost Allocation & Pricing: Estimation Accuracy – Financials – Overhead Allocation – Mark Up

Engineering Personnel Effectiveness: Engineering Director/Manager – Product Engineers – Design Engineers – Process Engineers – Mechanical Engineers – Chemical Engineers – Electrical Engineers – Industrial Engineers – Manufacturing Engineers – Packaging Engineers – Robotic Engineers

Scope of Work: Scope Creep – Customer Deliverables – Milestones

Budget: Project Finance Mgmt. – Expense Allocation

Timeline: Milestones – Customer Delivery Requirements – Expediting

Supply Chain: Tooling – Equipment – Materials – Personnel – Services – Accountability – Deliverables

Meeting Facilitation: On time – Actionable – On Agenda – Re-Occurring

Eng. Quality Mfg. Launch Gate Reviews: Eng. Change – Hold Point – Validation – Exit Criteria

Lessons Learned: Read-Across – Organized Archives– Ease of Recall – Ease of Utilization

Program Management Personnel Effectiveness: Program Management Director/Manager – Platform Managers – Program Managers – Project Managers

Cost of Goods Targets: % of Sales Budget – Competitiveness – Fluctuation

Cost Indexes: Frequency of Cost Change – Proper Index – % of Index Change – Contract to Index

Contracts: Terms & Conditions – Pricing – Costing – Frequency – Time Limits – Triggers for Action

Supplier Risk Mgmt.: Scoring System – Audits – On Hold – Purchasing Hold – Resourcing

Supplier Value Stream: Lean Supply Chain – Reduced Logistics Cost – Faster Delivery – Less Inventory

Suppler Development: Score Cards – Assessments – Quality System Compliance – Pricing Compliance

Supplier Strategy: Logistics – Costing – % of Business Per – Leverage

Supply Chain & Procurement Personnel Effectiveness: Supply Chain Director/Manager – Senior Buyers – Supply Chain Analysts – Sourcing Analysts

P&L: Profit and Loss – Chart of Accounts Logic – % of Cost/Expense to Target – Accountability – Budgets – Proper Overhead and Expense Allocation

Balance Sheet: Liabilities – Assets – Equity – Proper Ratios

Cascading Targets and Performance Metrics: Financial Accountability – Under Budget – Targets – Labor – Cost of Goods

Accounting and Finance Personnel Effectiveness: Finance/Accounting Director & Manager – Controllers – Analysts – Bookkeepers – AR/AP Analysts -Credit Analysts

Market Segmentation: Customer and Industry Diversification – Product and Process Diversification – Customer Base Balance – Demographics – Psychographics

Connection to Engineering & R&D: Marketable Products & Services – Intellectual Property Protection

Pricing Elasticity: Maximum Volume to Highest Margin – Competitive Analysis – Customer Analysis – Cost Studies

CRM – Contact Management – Activity Management – Archiving

Prospecting – Presenting – Closing: Account Development Strategies – Professional Selling Skills – Trial Closing – Overcoming Objections

Marketing & Sales Personnel Effectiveness: Marketing Director/Manager – Sales Director/Manager – Marketing Analysts – Market Developers – Account Managers – Sales Personnel