Professional Documents
Culture Documents
INCOSE Washington DC
Meeting Presentation
“Standard Approach to
Trade Studies”
Art Felix
Lean Six Sigma Black Belt
April 10, 2007
1 ©2006 Strategic e-Business Solutions, Inc.
Standard Approach to Trade Studies
Scott Adams
• Summary Matrix
Criteria Sub- Weighting Raw Weighted Raw Weighted Raw Weighted Raw Weighted
Criteria Score Score Score Score Score Score Score Score
Performance --- --- --- --- --- --- --- ---
speed 3.0
acceleration 3.0
payload 2.0
• Sensitivity Study
fuel consumption 1.0
ceiling 1.0
Reliability --- --- --- --- --- --- --- ---
MTBF 1.0
Safety --- --- --- --- --- --- --- ---
Safety 1.0
Logistics --- --- --- --- --- --- --- ---
Supply Lines 1.0
Spare Parts 1.0
Sample Summary Matrix - Used to tabulate the weighted criteria scoring for each
Viable Alternative
4
Uncertainty / Lack
of Confidence
Alternatives Alternatives 6
5 Cost Risk
Criteria Cost 2 Criteria 2 Risk –
Baseline – Benefit Baseline / Benefit
Summary Matrix chart Summary Matrix 3 chart
Optimum
Pros / Cons Pros / Cons Solution
Trade Study Subsets Trade Study Subsets
Program Development:
Requirements Design and Validation & Deployment
Definition Development Verification
wo e-p ive
eff an
s
mm lop trix
re- or r nat
ort
ns
gs
l
Re d de ary e
co ve Ma
nt eds
an mm te th
jor on lter
tio
tin
s,
da
Cr iteria tive
ma lecti te A
rk
me /Ne
igh
Su alua
en
trix ary
)
we
Cr erna
(es
ate e
se ecu
ria ,
St rpos
Ma m m
Ev
Ex
Alt
Su
ite
Pu
Alternatives a
Trade Study Team Recommendation
Alternative f Costs
grading Criteria-Baseline/Opt b
Baseline/ d
Optimum solution Risk
Trade Study
c
Assessment Priorities/Weighting
a
Team
Alternative g
Alternatives Alternative Grading d
3 scoring
Risk
Criteria Apply Mitigation e
Uncertainty
b weighting
2
f
Cost
Priorities/Weighting Uncertainty
g
c e 4 Issues / Risk Assessment
Concerns
Major
Item(s)
Action
Decision Making
Close
Authority
Item(s)
Action
Minor
Study
efforts
Gate 2(n) - Review Gate 3(n) Review
Release
Trade Study Report
- Purpose/Need (Statement) -Alternatives grades and scores - Cost-Benefit chart - Major /Minor action items
- Program Plan (Schedule, Resources) (Back-up information justifying) - Risk-Benefit chart - Updates (as required, spiral
- Trade Study Team - Uncertainty (for each criteria) - Risk Assessment development)
Products
- Alternatives (Complete =>Viable) - Apply weighting - Risk Mitigation - Trade Study Report
- Criteria (Definitions, Utility Curves)) - Costs - Issues / Concerns - add Lessons Learned
- Baseline/Optimum Solution(Definition) - Recommendation - add Action Item resolution
- Priorities/Weighting (methodology) - Summary Matrixes (Lower, Nominal
and Upper uncertainty values) - Gate 3(n) Minutes
- Gate 1 Minutes
- Gate 2(n) Minutes Trade Study process
tradable criteria 6
5
Baseline Solution
4
3
2
1
9
Criteria Scoring
8 Maximum
7 Nominal
6
5
4
Minimum
3
2
1
• Example:
(Least Desirable Quadrant)
(Acceptable Solution)
(Ideal Solution)
Alternative B
Cost
(Baseline Score)
Alternative A
Alternative D
Alternative C
Low
Benefit High
• Example:
(Least Desirable Quadrant)
Alternative B
Cost
on
Ea
sy cisi
De e
cis r dD
ion Ha
(Baseline Score)
Low
Benefit High
(Ideal Solution)
Risk Assessment 9
High
Risk 8
9
Probability
7
6
6 Alternative D
Risk
(Acceptable Solution)
3
Alternative A
2
Alternative B
1
Low
Risk 10% 20% 30% 40% 50% 60% 70% 80% 90%
1
Phase I Phase II Phase III Phase IV
Initiate Trade Study Develop Summary Matrix Evaluate Results Course of Action
Cost-Benefit
Trade Study
Alternatives a
Trade Study Team Recommendation
Alternative f Costs
grading
Baseline/
3 Optimum Risk
Trade Study
solution Assessment
a
Team
Alternatives g
Risk
Apply Mitigation
b weighting
2 2
f
Cost
Uncertainty
Uncertainty g
c e 4 Issues / Risk Assessment
4
Concerns
Major
Item(s)
Action
Decision Making
Close
Authority
Item(s)
Action
Minor
Study
efforts
Gate 2(n) - Review Gate 3(n) Review
Release
Trade Study Report
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