Technical training modules

Select any combination of the training modules below. They can be grouped any way you like.

Engineering Training Modules

Test Planning & Design of Experiments
  1. Key approaches to testing: How to determine which testing approach is best for achieving our specific goal
  2. Test planning documentation & processes: How to efficiently craft and refine a test plan for maximum likelihood of success
  3. Strategic subset testing: How to save time and effort, and make LEAPS in progress, by employing strategic subset tests
  4. Design of Experiments basics: How to determine if DOE is the right approach + Crash course on how to implement a DOE
  5. The Design-Build-Test cycle: How to set this up for maximum iteration rate AND quality of results
  6. Simulation-test agreement: How to constructively rectify disparities between simulation and test results
Key Engineering Tools
  1. Gantt charts for complex projects: How to properly define a Gantt chart for projects with high complexity or uncertainty
  2. Communicating progress on complex projects: How to properly and constructively communicate progress on complex projects
  3. Task management tools: What tools are available and what are their strengths and weaknesses?
  4. Task definition & tracking in complex projects: How to effectively define and track tasks in complex technical projects
  5. Kan-ban systems: When and how to properly use a Kan-ban system to manage engineering projects
  6. Automated task management: When to use automation (and when not to)
  7. Scheduling engineering activities: Tips and tricks for using calendars wisely to keep the team moving quickly
  8. Resource tracking systems: How to implement and use various resource tracking systems
  9. Collaboration software tools: How to leverage software tools for efficient collaboration
  10. AI as a productivity tool: How to leverage AI wisely in an engineering endeavor
Key Engineering Processes
  1. Weekly kickoff meetings: How to set up weekly kickoff meetings to for optimal team alignment
  2. Work assignments & delegation: How to assign work & delegate tasks tactfully to ensure buy-in
  3. Daily standup meetings: How to run maximally efficient daily standups
  4. Sprint planning vs “waterfall” planning: How to determine which is best for achieving our specific goals
  5. Design Review meetings: How to run maximally efficient Design Review meetings
  6. Data Review meetings: How to run Data Review meetings to ensure both maximal learning and efficiency
  7. Test Planning meetings: How to run maximally efficient Test Planning meetings
  8. Introducing new processes: How to introduce a new process properly and tactfully for minimal resistance

R&D and Innovation Training Modules

Research and Development [when the path to the goal is unknown]
  1. Understanding risk factors: How to categorize risk factors and respond to them appropriately
  2. Dealing with “unknown unknowns:” Why traditional project management is not suited for these (and what to do instead)
  3. The R&D mindset: How to set appropriate expectations, boundaries, and priorities in an R&D endeavor
  4. Key approaches to R&D: How to determine which approach to R&D is best for achieving our specific goal
  5. Key “ingredients” of R&D: How to set up an R&D program with optimal team composition, processes, and workflow
  6. Goal setting in R&D: How to set appropriate goals success metrics in R&D endeavors
  7. Managing R&D efforts: How to set up proper incentives and performance management systems in R&D endeavors 
Innovation [when there is a known path but potentially better paths exist]
  1. The innovation mindset: How to balance innovative & routine work in light of company goals
  2. Responding to failure: How to respond to negative results and extract maximum value from them, while keeping the team positive
  3. Key approaches to innovation: How to determine which approach to innovation is best for achieving our specific goal
  4. Key “ingredients” of innovation: How to set up an innovation program with optimal team composition, processes, and workflow
  5. Invention Sessions: How to set up invention sessions for maximum creativity AND efficiency
  6. Stage-gate planning for innovation: How to properly plan innovative work and know when to stop or advance
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Current location

Seattle, WA, USA

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In-person training
Virtual training
Diagnosis of team challenges
Speaking engagements