Requirements Strategy StreamCouncil OverviewAlan DanielsMontreal, CanadaOctober 11, 2013

1

Team Leadership Strategy New Activity Team Scorecard Standards 9100 Series Revision Plan

Presentation Outline

2

IAQG Strategic Focus

Aligned to Address Challenges

Relationship Growth Strategy• Civil Authorities - Production • Space• Defense• Maintenance, Repair & Overhaul• Trade Associations

ImprovementStrategy

• Requirements

• People Capability • Product & Supply

Chain Improvement

• Performance

IAQG Operating Management SystemIAQG Other Party Management Team

Integration Team

3 Axes

3

EAQGLeader: Judy LASLEY

(Rolls Royce)

AAQGLeader: Buddy CRESSIONNIE

(Lockheed Martin)

APAQGLeader: Tatsuya SHIRAI

(Kawasaki Heavy Industry)

Mentor: Judy LASLEY (Rolls Royce)

IAQG Leader: Alan DANIELS (Boeing)

IAQG Document Representatives9100 : Alan Daniels (Boeing)9101 : Masahiro KAWAMOTO (MHI)9102 : Kevin WARD (Goodrich/UTC)9103 : Bernard LAURAS (Airbus)9104-1 : Mike ROBERTS (Boeing)9104-2 : Tim LEE (Boeing)9104-3 : Will TATE (Triumph)9107 : Ed BAYNE (Boeing)9110 : Agathe MOLL (Airbus)9114 : Ed BAYNE (Boeing)9115 : Raymond WRIGHT (Raytheon)9116 : Mike QUINN (Boeing)

IAQG Requirements Team

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IAQG Document Representatives9117 : Jan SOMMARBERG (Volvo)9120 : Dale GORDON (Aerojet)9131 : Claus MAYR (Airbus)9132 : Craig MANERS (Rolls Royce)9133 : Michael STOCK (Rolls Royce)9134 : Albrecht Feldsmann (Airbus)9136 : Bernard LAURAS (Airbus)9137 : Juan Ignacio MARTIN (Airbus Military)9138 : Dan FITZSIMMONS (Boeing)9139 : Jesse MANGUAL (Moog)9162 : Dale GORDON (Aerojet)91XX : Deborah Oberhausen

Current / Future State Mapping

Current StateIndependent release

of standards

Most OEM’s deploy 9100

Limited supply chain eligible and required to deploy 9100

Standards supported for deployment presentations

Few measures in place

Strategic Focus Project manage future

integrated standard releases Collaborate with Strategy

Streams IAQG 5 year strategy - Lead

90% certification Ensure standards are current

and relevant Develop and maintain

document support materials and improve communications

Engage in ISO activities and obtain liaison voting status

Develop future QMS concepts and measures

Future State Integrated release of

future standards

All IAQG member companies use the 9100 series

All eligible supply chain use 9100 series

Standard support is easy to use

Measures drive improvements

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Integration Team - Requirements Team� Integration Team has been folded into the Requirements

Team, with Jim Clifford keeping dictionary duties and the ownership of 101 and 103

New Standard Development Template� Developed a presentation that will help new team

leaders identify their team, stakeholders, provides them with the tools and guidance necessary to be successful

IAQG Standards Register� Updated and posted on website

New Activity

6

IAQGStandards

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IAQG Document Relationships

Oversight of Certification Scheme9104-1 (organization) 9104-2 (surveillance/certs) 9104-3 (auditors)

Maintenance of stds issued by IA

QG

(IAQ

G 103)

IAQG OWNERS Data TypeDATA

Peop

le

Cap

abili

ty

Stra

tegy

St

ream People Capability documents (PCAP001) & structure (skills matrix)

Best practices

Prod

uct &

Su

pply

Cha

in

Stra

tegy

St

ream

Supply Chain Management Handbook (SCMH)

Sales & Scheduling

Requirement Flow down

Design & Developm’t

Plant, skills &

planning

Manufact. &

Inspection

SupplierMgt.

Control of N/C mat’lC/A & P/A

Order Mgt & logistics

Customer Support

Sourcing selection

BusinessProcesses

1 2 3 4 5 6 7 8 9 10 11

ICO

P C

ertification Scheme9120 (Distributors)

9100 (General)

9110 (Maintenance)9101Audit

Process

Quality Management System

REQ

UIR

EMEN

TSSt

rate

gy S

trea

m

CertificationScheme

QMS Standards

9103Key Char

9102FAI

9107DDA

9114Direct ship

9131N/C Doc

9132Marking

9133Sup.Qual.

9138Stat Prod Ac

9162Self Ver

9115Software

9137AQAP align.

91XXAPQP/PPAP

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Standard Register New Activity 22 Standards – last report

87 IDRs and SDRs (1 SDR not required by sector)

2 Standards added (9139, 91XX)

SCMH – 1 IAQG Focal and 3 Sector Focals

21 name changes in 3 months

8 SDRs needed � 9107 EAQG, 9114 EAQG, 9138 APAQG, 9139 APAQG, 9162 EAQG,

91XX-All TBD)

Standards Register

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Montreal Team Activity 9100, 9101, 9102, 9104-3 and 9117 Teams met in Montreal

� 9100 Initial disposition of 454 comments complete, sub-teams created, activity determined and a schedule developed

� 9101 Worked on ballot results and deployment support material

� 9102 Worked ballot comments disposition and deployment support

� 9104-3 Worked on the writing of the standard revision

� 9117 Team review of draft surfaced a couple issues that will postpone their plan to send to ballot at Montreal by a

couple weeks. A draft checklist for DPRV and guidance material is being reviewed by the team

Requirements Team Activity

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24 Standards (existing and in work) - 12 Active Projects– 6 Review Standards in the ballot or

publish phase (9101, 9102, 9104-2, 9114, 9116, 9136)

– 3 Development Standards revisions in development (9100, 9104-3, 9107)

– 4 New Projects New standards in development (9117, 9138, 9139, 91XX)

– 4 Study Standards planning a revision (9110, 9120, 9115, 9137)

– 3 Study Past due for reaffirmation – in work (9132, 9133, 9162)

– 4 Sustain Sustain and maintain

Standards Activity Summary

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GOAL - Complete the development, ballot and publication process for the 12 active standard projects on schedule

Standards in Review (active ballots) 9101 “Quality Management Systems Audit Requirements for

Aviation, Space, and Defense Organizations”� Nearing ballot process completion and will be going to publication

9114 “Direct Ship Guidance for Aerospace Companies”� Affirmation ballot initiated

9116 “Notification of Change”� Ballot results pending

9104-2 “Requirements for Oversight of Aerospace Quality Management”

� Ballot is in process, affirmation ballot launched in the AAQG 9102 “Aerospace First Article Inspection Requirement”

Ballot has been initiated and the results are pending 9136 “Root Cause Analysis and Problem Solving”

� Closure date for the IAQG Sector ballot is January 2014

IAQG Standards – Ballot/Publish

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IAQG standards in Development (revisions) 9100 “Quality Management Systems - Requirements for

Aviation, Space and Defense Organizations”� Comments reviewed and dispositions applied in Montreal

9104-3 “Requirements for Aerospace Auditor Competency and Training Courses”� The plan is for a draft to be ready for ballot early next year

9107 “Direct Delivery Authorization Guidance for Aerospace Companies”� Revision is in work and will have additional focus after 9114 is

complete – Official project launch in Montreal

IAQG Standards - Revisions

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9107 - Direct Delivery Authorization Guidance for Aerospace Companies

9107 – Revision Initiation

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Date Revision Initiated: 11-OCT-2013 IAQG-issued Standard Number: 9107 Current Issue (letter & date): Rev 09-2005 IAQG-issued Standard Title: Direct Delivery Authorization Guidance for Aerospace Companies

IAQG-issued Standard Scope: Limited to the Commercial Aerospace industry where a request is made for a Production Organization (PO) to have Direct Delivery Authorization (DDA), which includes an Appropriate Arrangement (AA) between the PO and the Design Organization (DO).

IAQG Document Representative (IDR): Ed Bayne Strategy Focus Stream Leader (SFSL): Alan Daniels AAQG Sector Document Representative (SDR): Ed Bayne APAQG Sector Document Representative (SDR): Masahiro Kawamoto EAQG Sector Document Representative (SDR): Karine Feil

Reason(s) for revision: In line with IAQG Procedure 103 requirement that IAQG-issued standards shall be reviewed, as a minimum, every five years, it was identified that with the recent EASA AMC and GM to Part 21 activity, the referenced EASA publications need updated in 9107 and 9107 needs refreshed.

Initiative deliverables: Revised 9107 Direct Delivery Authorization Guidance for Aerospace Companies - there is no anticipated implementation support

Standard Interdependencies: None Note – See Integration Team Help Tools for Guidance Estimated Publication Date: 31-DEC-2015 Note – This date is a trigger for a Key Performance Indicator (see KPI Paragraph – Reference KPI-2)

Date the Requirements Team (or RSFSL) Reviewed and Approved this Form/Data : DD-MMM-YYYY

IAQG standards in Development (new) 9117 “Delegated Product Release Verification (DPRV)”

� Planned ballot draft for Montreal postponed to address a couple emergent issues that surfaced in their Montreal meeting

9138 “Statistical Product Acceptance” � Standard number issued and regularly scheduled meetings are

being held via WebEx/Telecon

9139 “Bodies of Knowledge”� Ballot draft is getting near being ready and the goal is to publish

in June 2014 - 91XX “Advance Product Quality Planning” (APQP) /

“Production Part Approval Process” (PPAP)� SWG and Council approved in Moscow - First team meeting held

in September

IAQG Standards – New

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IAQG standards in Study/ Past Due Review 9132 “Data Matrix Quality Requirements for Parts

Marking”� Noncompliant to review requirement – EAQG identified IDR and SDR –

revision needs are being reviewed 9133 “Qualification Procedure for Aerospace Standard

Parts”� Noncompliant to review requirement - Working draft complete - Official

project launch in Montreal 9162 “Aerospace Operator Self-Verification Programs”

� Noncompliant to review requirement – The IDR has completed the project plate, a revision has proposed in Moscow and team formation is in process - Official project launch in Montreal

IAQG Standards – 5 Year Review

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9133 - Qualification procedure for aerospace standard products

9133 – Revision Initiation

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Date Revision Initiated: 03-05-2013

IAQG-issued Standard Number: 9133 Current Issue (letter & date): Rev NC, 07-2013

IAQG-issued Standard Title: Qualification procedure for aerospace standard products

IAQG-issued Standard Scope:The qualification process and requirements of standard products for aerospace

IAQG Document Representative (IDR):

Dale K Gordon

Strategy Focus Stream Leader (SFSL):

Alan Daniels

AAQG Sector Document Representative (SDR):

Dale K Gordon

APAQG Sector Document Representative (SDR):

Yoshitsugu Kanno

EAQG Sector Document Representative (SDR):

Michael Stock

Reason(s) for revision: Past 5 year review dates and update to current needsInitiative deliverables: Revised standard for Ballot

Estimated Publication Date: 01-06-2013

9162 - Operator Self-Verification Program

9162 – Revision Initiation

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Date Revision Initiated: 12-08-2013

IAQG-issued Standard Number: 9162 Current Issue (letter & date): Rev NC, 05-2005

IAQG-issued Standard Title: Operator Self-Verification Programs

IAQG-issued Standard Scope:Basic elements for structuring Operator Self-Verification programs within the aerospace industry

IAQG Document Representative (IDR):

Dale K Gordon

Strategy Focus Stream Leader (SFSL):

Alan Daniels

AAQG Sector Document Representative (SDR):

Mark Vogel

APAQG Sector Document Representative (SDR):

Tatsuya SHIRAI

EAQG Sector Document Representative (SDR):

Reason(s) for revision:Past 5 Year review and needs to be updated to current practices…also look at change from Guidance in the Americas

Initiative deliverables: Revised Standard for BallotEstimated Publication Date: 01-December – 2014 (or before)

IAQG standards in Study for Revision 9110 “Quality Management Systems - Requirements for Aviation

Maintenance Organizations”� Scope of revision being determined based on 9100 changes, IAQG

direction and stakeholder feedback 9120 “Quality Management Systems – Requirements for Aviation,

Space and Defense Distributors”� Scope of revision being determined based on 9100 changes, IAQG

direction and stakeholder feedback 9115 “Quality Management Systems -Requirements for Aviation,

Space and Defense Organizations -Deliverable Software” � Scope of revision being determined based on 9100 changes, IAQG

direction and stakeholder feedback 9137 “Guidance for the Application of AQAP 2110 within a 9100

Quality Management System”� Scope of revision being determined based on 9100 changes, IAQG

direction and stakeholder feedback

IAQG Standards – Study

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9100 Series2015 Revision Plan

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9100 AAQG SDRLockheed Martin

Buddy Cressionnie

9101 IDRMitsubishi Heavy Industries

Masahiro Kawamoto

9100 EAQG SDRZodiac Aerospace

Brigitte Clamens

9110 IDRAirbus

Agathe Moll

9100 APAQG SDRMitsubishi Heavy Industries

Masahiro Kawamoto

9120 IDRAerojet

Dale Gordon

Inse

rtP

ictu

reH

ere

9100 ScribeIAQG

Wayne Johnson

9137 IDRAirbus Military

Juan Ignacio Martin9115 IDRRaytheon

Ray Wright

Inse

rtP

ictu

reH

ere

Integration of Standards

9100 AAQG RepresentativeUnited Technologies Corporation

Jim Clifford9100 EAQG Representative

European Space Agency

Roberto Ciaschi9100 APAQG Representative

Aviation Industry Corporation (AVIC)

Chen Zhongyuan

9100 AAQG RepresentativeTBD

TBD9100 EAQG Representative

Rolls Royce

Stuart Anthony9100 APAQG Representative

Kawasaki Heavy Industries

Tatsuya Shirai

9100 IDR – Team LeaderBoeing

Alan Daniels

IAQG 9100 Series Team

IAQG 9100 Series Team

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9100 Series Team Meeting ResultsReviewed 9100 Structure Draft (SD)

Initial disposition determined for 357 comments

Determined sub-team activities needed

Updated 9100 schedule and integrated schedule

Developed a plan for the writing team

New Activity

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Scope of Revision – IAQG approved May 2012 Documented in the 9100:2015 Design Specification Complete

Utilize Survey and Comments Template feedback Complete

Integrate schedules and publication dates for 9100 Series (9100, 9110, 9120, 9115, 9137) Complete

Incorporate ISO 9001:2015 Revision Text In work

Address Future Concepts from the SWG In work

� Counterfeit parts� Safety Management System� IAQG Expanded Strategy

Fix what is broken and be cautious in the adoption of new requirements - the benefits must be clear to all stakeholders Beginning in 2014

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9100 Revision Scope

Stakeholder IAQG Leader 9100 Team LiaisonExternalCertif Bodies /Aero Auditors Tim LEE Masahiro KAWAMOTO9100 Certified Organizations Brian BLOUNT Brian GEERAirline and aviation operators Alain GROS Isabelle VOUGAZDistributors Dale GORDON Dale GORDONDeliverable software orgs Raymond WRIGHT Raymond WRIGHT

InternalIAQG & sector member companies Alan/Buddy/Brigitte/Masa 9100 Leader, Sector LeadersIAQG Strategy Streams/Teams

� Requirements Alan DANIELS Alan DANIELS� People Capability Jesse MANGUAL Stuart ANTHONY� Product & SC Improvement Bernard LAURAS Jim CLIFFORD� Performance Improvement Christian BUCK Mark COVERT � OPMT & Certification Bodies Tim LEE Masahiro KAWAMOTO� Integration Jim CLIFFORD Jim CLIFFORD

IAQG Relationship Growth� MRO orgs Alain GROS Flavio IZZO � Civil Aviation Authorities Ed BAYNE Alan DANIELS� Defense / NATO Mike HAYWARD Juan Ignacio MARTIN � Space Roberto CIASCHI Roberto CIASCHI� Trade Associations (EAQG) Alain BONNARD Brigitte CLAMENS

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9100 Team Stakeholder Liaisons

Data Mining Input Summary

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AAQG 67 APAQG 31 EAQG 89 (out of 175) CAAs 21 Defense 1 LinkedIn (users group) 12 MRO (9110 IDR) 14 PSCI Stream 6 Space Forum (IAQG/AAQG) 18 (out of 29) Trade Organizations 2 Web Survey (Question 10) 96

357 Comments (454)

9100 Sub-teams

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Product Safety (Includes Human Factors) Agathe Moll

Risk Roberto Ciaschi

Preventive Action Roberto Ciaschi

Counterfeit Parts Dale Gordon

Configuration Management Dale Gordon

Product Realization Planning Jim Clifford

Post-Delivery Support Isabelle Vougaz

Necessity for Design Sub-Team to be determined based on design content in DIS

9100 Team focals listed - each sector to have a representative

Due date February 14, 2014 to sectors teams can assess prior to IAQG Brussels

9100 Series RevisionMaster Schedule

27

Nagoya10/2012

Moscow05/2013

Montreal10/2013

Preparing

San Antonio05/2012

Ballots reviews and commentsPublications

9100 revisionSTART

For more information, see detailed schedule

ENDTBD

Begin

WritingBallotDraft

Brussels04/2014

TBD10/2014

2014

TBD04/2015

TBD10/2015

2015

TBD04/2016

TBD10/2016

20162012 2013

TBD04/2017

TBD10/2017

2017

Ready for Publication

CoordinationDraft

Plan & Stakeholders feedback

Internal DependenciesStandards & Training as needed for publication- Required for 9100 publication

- 9100 Transition Plan- 9101 Update (as required)- 9100 Training (as required)

External dependenciesISO 9001 publications• CD May 2013 – Begin struct. draft• DIS : Feb. 2014 – Begin writing 9100• FDIS : Feb. 2015 - Begin Coord. Draft• Publish : Sept. 2015 – Prep. Ballot

9110, 9120, 9115, 9137

Series RevisionsRequired for publication

9101 Audit – Revisions (as needed)9104-1, -2, -3 – Revisions (as needed)

Structure

Draft

Working

Draft

Development

Companies certifiedto revised standards

Training Decision

Auditors training (as needed)(OPMT)

Recommended Schedule to satisfy need date

Required for publication

TransitionPeriod

Requirements Team

28

Montreal meeting was very successful

Questions

29

Thank you!