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1
Non-Technical Requirements (NTR)
Management in the Bid & Project
Phases
Given by:
Adrian Armorer, eng, MPM, PMP
Qualtiy ...
Adrian Armorer, eng, MPM, PMP
Aerospace/Avionics experience dating back to 2008
Bachelor of Mechanical Engineering, Concor...
Agenda for the Conference:
Introduction
• What is a Non Technical Requirement?
• Why do Non Technical Requirements need to...
What is a Non-Technical
Requirement?
4
5
 Technical Requirement are dealt with in a complete
different way and are out of scope of this presentation
 Sometimes...
6
An NTR Example for the purposes of our
discussion:
The first 50 function changes between Joint Definition
Phase (JDP) an...
Why manage Non-Technical
Requirements?
7
Why Manage Non-Technical Requirements?
8
• Varied, Complex and Far-Reaching
• Cost Drivers
• Required by AS9100
• Customer...
NTRs are Varied, Complex and Far-Reaching
• 3 Levels of Requirements can Easily be Flowed Down by
Airframers/Tier 1 firms
9
NTRs are Cost Drivers
• Project/Bid teams reviewing NTRs can spot cost drivers
that generalists can overlook
• Will influe...
Required by the Aerospace Quality Management Standard
• Sections 7.2.1 & 7.2.2 of AS9100C relate to requirement
management...
NTRs Directly Impact Customer Satisfaction
12
PMBOK- From Chapter 5, Scope Management
13
Two Global Standards…
14
…Aligned
Non-Technical Requirement
Management
The Bid Phase
15
Bid and Project Lifecycle
16
Bid or No Bid Decision: Start
of NTR Management
NTR Management
continues until project
closure
Step 1: Capture and Allocate NTRs
• All potential NTRs (contract, SOW, Service Agreement,
etc) are captured, and copied in...
18
PM has proposed this requirement
responsibility to these WPs. Quality
has rejected at this point. Programs
wants to be ...
Step 2: Determining the Nature of the
Requirement
• All requirements must be categorized:
• “in referential”
• Specific NT...
Step 2: Determining the Nature of the
Requirement (cont’d)
20
Step 2: Determining the Nature of the
Requirement (con’t)
• Technical Requirement
• Requirement judged technical after ana...
Step 3: Compliance to the Requirement
• “in referential” requirements are by definition compliant
• Specific, Special NTRs...
Step 3: Compliance to the Requirement
23
Step 3: Compliance to the Requirement (cont’d)
• First draft of NTR matrix is an input for project estimates.
• The Matrix...
Non-Technical Requirement
Management
The Project Phase
25
26
Non-Technical Requirement
Management
Best Practices
27
Best Practices
• NTRs can be used as negotiating leverage during the
bid phase
• If a non-compliant requirement is accepte...
• Propose to the customer to contractualize any
compliance matrices from the bid phase
29
• Include NTR reviews in project schedules
• Include as a comment the justification of
critical and special requirements.
...
31
• Any Suggestions???
32
Questions ?
33
Prochaine conférence
24 novembre 2015
Gestion de requis des clients dans
le développement d’un nouvel avion
avec
Monsieur ...
Prochain SlideShare
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Aerospace Project Management : Non-Technical Requirements Management in the Bid and Project Phases

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Aerospace contracts are generally long-term as the cost of changing suppliers can be high and the production volumes involved low.

Non-Technical Requirements (NTR) management must start in the bid phase and continue throughout the project lifecycle as they have the potential to become cost drivers and impact customer satisfaction for years to come.

This conference will detail a methodology used for NTR management as well as some associated best practices.

Speaker

Adrian Armorer- Quality Assurance Manager, Development at Thales Canada Avionics

Adrian has been working in the aerospace industry since 2008, and at Thales Canada Avionics since 2012. His expertise include project quality assurance as well as system and software developpement quality assurance, necessary roles in the development of flight critical electronics. He graduated Concordia University in 2006 with a Bachelor of Mechanical Engineering, followed up by a Master's degree in Project Management at UQAM in 2013.

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Aerospace Project Management : Non-Technical Requirements Management in the Bid and Project Phases

  1. 1. 1 Non-Technical Requirements (NTR) Management in the Bid & Project Phases Given by: Adrian Armorer, eng, MPM, PMP Qualtiy Assurance Manager, Development Thales Canada Avionics
  2. 2. Adrian Armorer, eng, MPM, PMP Aerospace/Avionics experience dating back to 2008 Bachelor of Mechanical Engineering, Concordia University, 2006 Master’s of Project Management, UQAM, 2013 2
  3. 3. Agenda for the Conference: Introduction • What is a Non Technical Requirement? • Why do Non Technical Requirements need to be managed? The Process • Bid Phase • Project Phase Best Practices Discussion and Questions 3
  4. 4. What is a Non-Technical Requirement? 4
  5. 5. 5  Technical Requirement are dealt with in a complete different way and are out of scope of this presentation  Sometimes known as a “Non-Functional Requirement ‘’Any requirement that does not directly impact the fit, form or function of the product” Thales Avionics Definition
  6. 6. 6 An NTR Example for the purposes of our discussion: The first 50 function changes between Joint Definition Phase (JDP) and Safety of Flight shall be free of charge to the buyer. The first 25 function changes between First Flight and Certification shall be free of charge to the buyer.
  7. 7. Why manage Non-Technical Requirements? 7
  8. 8. Why Manage Non-Technical Requirements? 8 • Varied, Complex and Far-Reaching • Cost Drivers • Required by AS9100 • Customer Satisfaction
  9. 9. NTRs are Varied, Complex and Far-Reaching • 3 Levels of Requirements can Easily be Flowed Down by Airframers/Tier 1 firms 9
  10. 10. NTRs are Cost Drivers • Project/Bid teams reviewing NTRs can spot cost drivers that generalists can overlook • Will influence project planning 10 • Examples include: First Article Inspection System, Document Retention, Safety Stocks
  11. 11. Required by the Aerospace Quality Management Standard • Sections 7.2.1 & 7.2.2 of AS9100C relate to requirement management 11
  12. 12. NTRs Directly Impact Customer Satisfaction 12
  13. 13. PMBOK- From Chapter 5, Scope Management 13
  14. 14. Two Global Standards… 14 …Aligned
  15. 15. Non-Technical Requirement Management The Bid Phase 15
  16. 16. Bid and Project Lifecycle 16 Bid or No Bid Decision: Start of NTR Management NTR Management continues until project closure
  17. 17. Step 1: Capture and Allocate NTRs • All potential NTRs (contract, SOW, Service Agreement, etc) are captured, and copied into the matrix • Initial analysis of NTRs to distinguish from non- requirements, technical requirements, etc. • Assigning of NTRs to project work package managers 17
  18. 18. 18 PM has proposed this requirement responsibility to these WPs. Quality has rejected at this point. Programs wants to be informed only. Supply Chain has accepted responsibility to investigate compliance into this requirement Non-Requirements are always “accepted” by Programs
  19. 19. Step 2: Determining the Nature of the Requirement • All requirements must be categorized: • “in referential” • Specific NTR • Special NTR • Technical Req. • “Special Requirements” and “Critical Items” are AS9100 concepts that our industry is required to address. • All requirements must be defined as “critical” or “not”. 19
  20. 20. Step 2: Determining the Nature of the Requirement (cont’d) 20
  21. 21. Step 2: Determining the Nature of the Requirement (con’t) • Technical Requirement • Requirement judged technical after analysis. Maintained in the matrix for document integrity • Special NTR • Based on AS9100C, chapter 3.2 • Critical Item • Based on AS9100C, chapter 3.3 21
  22. 22. Step 3: Compliance to the Requirement • “in referential” requirements are by definition compliant • Specific, Special NTRs are judged as compliant (C), partially compliant (PC) or non-compliant (NC) with justification for the PC and NC. • Preliminary risk register is populated with Special NTRs and Critical Items 22
  23. 23. Step 3: Compliance to the Requirement 23
  24. 24. Step 3: Compliance to the Requirement (cont’d) • First draft of NTR matrix is an input for project estimates. • The Matrix iterates over the course of the bid! • Estimates need to be adjusted based on evolving compliance • Final compliance matrix frozen at project award. • Must reflect the contract signed 24
  25. 25. Non-Technical Requirement Management The Project Phase 25
  26. 26. 26
  27. 27. Non-Technical Requirement Management Best Practices 27
  28. 28. Best Practices • NTRs can be used as negotiating leverage during the bid phase • If a non-compliant requirement is accepted without a scope change a risk should be raised 28
  29. 29. • Propose to the customer to contractualize any compliance matrices from the bid phase 29
  30. 30. • Include NTR reviews in project schedules • Include as a comment the justification of critical and special requirements. 30
  31. 31. 31
  32. 32. • Any Suggestions??? 32
  33. 33. Questions ? 33
  34. 34. Prochaine conférence 24 novembre 2015 Gestion de requis des clients dans le développement d’un nouvel avion avec Monsieur André Blanchet Spécialiste Programme et Chef de Groupe Ingénierie Clientèle Avions C Series 34 Prochaine conférence 24 novembre 2015 Gestion de requis des clients dans le développement d’un nouvel avion avec Monsieur André Blanchet Spécialiste Programme et Chef de Groupe Ingénierie Clientèle Avions C Series

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