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<p style="margin: 0in; margin-left: .375in; font-family: Arial; font-size: 16.0pt; color: #222222;">Pull Ahead Rules of Engagement Strategy</p> <p style="margin: 0in; margin-left: .375in; font-family: Arial; font-size: 11.0pt; color: #222222;"> </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-size: 11.0pt;">Objective:</p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt;">Effectively manage and reduce unnecessary pull ahead build requests by implementing a structured approval process, categorizing requests, and ensuring stakeholder awareness, leading to improved efficiency and focus on critical builds.</p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Priorities Supported: </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">PA Operations </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">How this strategy inline with GM/Business Unit goals:</p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Supporting less with less initiative by controlling/limiting the work intake.</p> <p style="margin: 0in; margin-left: .375in; font-family: Calibri; font-size: 11.0pt;"> </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 14.0pt; color: #222222;">1. Timeline & Rollout Phases</p> <p style="margin-left: .75in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">2023:</p> <p style="margin-left: 1.125in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Rules of Engagement Creation:</p> <p style="margin-left: 1.5in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Crafted rules for accepting pull ahead build requests.</p> <p style="margin-left: 1.5in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Achieved stakeholder buy-in through XSWIM and Calibration committees.</p> <p style="margin-left: .75in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">2024:</p> <p style="margin-left: 1.125in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Execution Phase:</p> <p style="margin-left: 1.5in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Started executing the strategy with the Chassis domain (June 2024).</p> <p style="margin-left: 1.5in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Expanded to Battery and Electrification domains by September 2024.</p> <p style="margin-left: 1.125in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Ryan B.’s Role:</p> <p style="margin-left: 1.5in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Ryan B. is responsible for executing the strategy and going through the approval process for each request.</p> <p style="margin: 0in; margin-left: .375in; font-family: Calibri; font-size: 11.0pt;"> </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 14.0pt; color: #222222;">2. Categorization of Pull Ahead Requests</p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Simple vs. Complex Requests:</li> </ul> <p style="margin-left: 1.125in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Simple Requests:</p> <p style="margin-left: 1.5in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">These can be approved with minimal investigation and do not require escalation.</p> <p style="margin-left: 1.125in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Complex Requests:</p> <p style="margin-left: 1.5in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Ryan investigates whether these requests are truly necessary or can be avoided.</p> <p style="margin-left: 1.5in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Complex requests are further categorized as:</p> <p style="margin-left: 1.875in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Stop and Iterate or Production Type Requests:</p> <p style="margin-left: 2.25in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">If the request is essential for immediate iteration or production, Ryan approves the request and records it.</p> <p style="margin-left: 1.875in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">Regular Cadence Builds:</p> <p style="margin-left: 2.25in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 11.0pt; color: #222222;">If the request can be handled through regular cadence builds, it is escalated for further review.</p> <p style="margin: 0in; margin-left: .375in; font-family: Calibri; font-size: 11.0pt;"> </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 14.0pt; color: #222222;">3. Escalation Process for Complex Requests</p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Escalation Guidelines:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">If Ryan determines that a complex request should be covered with regular cadence builds, he escalates it to the next level.</li> </ul> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Role of the Software Integration Manager (SWIM):</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">During escalation, the SWIM/Or PA originator is expected to present the build request and convince leadership of its necessity.</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">The SWIM/Or PA originator must justify why the build is needed outside of the regular cadence process, ensuring that only critical builds are approved.</li> </ul> </ul> </ul> <p style="margin: 0in; margin-left: .375in; font-family: Calibri; font-size: 11.0pt;"> </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 14.0pt; color: #222222;">4. Stakeholder Awareness & Engagement</p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Awareness Development:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">As stakeholders become more familiar with the rules of engagement and the approval process, they are more cautious in submitting unnecessary pull ahead requests.</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">This increased awareness has already contributed to an estimated 20% reduction in pull ahead builds.</li> </ul> </ul> <p style="margin: 0in; margin-left: 1.125in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Continuous Education:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Maintain ongoing communication and education for stakeholders, ensuring they fully understand the rules and expectations.</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Provide clear feedback when requests are rejected or escalated, fostering a deeper understanding of what qualifies as a necessary pull ahead request.</li> </ul> </ul> <p style="margin: 0in; margin-left: .375in; font-family: Calibri; font-size: 11.0pt;"> </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 14.0pt; color: #222222;">5. Key Performance Indicators (KPIs) & Impact</p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Reduction in Pull Ahead Builds:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Although direct measurement of avoided builds is difficult, the strategy has resulted in approximately a 20% reduction in pull ahead builds.</li> </ul> </ul> <p style="margin: 0in; margin-left: 1.125in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Approval Process Efficiency:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Track the time taken from the submission of a request to its approval or escalation.</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Aim to minimize delays while ensuring thorough evaluation of each request.</li> </ul> </ul> <p style="margin: 0in; margin-left: 1.125in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Stakeholder Compliance:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Monitor the frequency of pull ahead requests from each domain.</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Identify trends or recurring requests that may signal gaps in stakeholder understanding or issues in regular cadence build planning.</li> </ul> </ul> <p style="margin: 0in; margin-left: .375in; font-family: Calibri; font-size: 11.0pt;"> </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 14.0pt; color: #222222;">6. Risk Management & Continuous Improvement</p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Potential Risks:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Lack of clarity on what constitutes a simple or complex request. Accepted and direction is provided to all stakeholders.</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Escalations might delay necessary builds if leadership is not convinced in time.</li> </ul> </ul> <p style="margin: 0in; margin-left: 1.125in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Mitigation Strategies:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Clear Documentation:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Ensure detailed documentation is available for categorizing requests, so that stakeholders and the SWIM understand when and why escalation is needed.</li> </ul> </ul> </ul> <p style="margin: 0in; margin-left: 1.5in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Efficient Escalation Process:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Implement regular escalation reviews to prevent unnecessary delays in approving critical builds.</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Tuesday - Build request meeting</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Friday - FMT</li> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Asynchronous requests</li> </ul> </ul> <p style="margin: 0in; margin-left: 1.5in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Feedback Loop:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">After escalation decisions, provide feedback to stakeholders on why a build was approved, escalated, or denied, encouraging better requests in the future.</li> </ul> </ul> <p style="margin: 0in; margin-left: .375in; font-family: Calibri; font-size: 11.0pt;"> </p> <p style="margin-left: .375in; margin-top: 0pt; margin-bottom: 8pt; font-family: Calibri; font-size: 14.0pt; color: #222222;">7. Long-Term Goals</p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Further Build Reduction:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Continue refining the process to achieve an even higher reduction in pull ahead builds over time.</li> </ul> </ul> <p style="margin: 0in; margin-left: 1.125in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Integration with Regular Cadence:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Work towards improving regular cadence builds to minimize the need for pull ahead requests, thus making the process more predictable and efficient.</li> </ul> </ul> <p style="margin: 0in; margin-left: 1.125in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Enhanced Stakeholder Alignment:</li> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">Through education and consistent communication, drive full alignment between development teams, stakeholders, and leadership on when pull ahead requests are truly necessary.</li> </ul> </ul> <p style="margin: 0in; margin-left: 1.125in; font-family: Calibri; font-size: 11.0pt; color: #222222;"> </p> <p style="margin: 0in; margin-left: .375in; font-family: Calibri; font-size: 11.0pt;"> </p> <p style="margin: 0in; margin-left: .375in; font-family: Arial; font-size: 11.0pt; color: #222222;">Outcome:</p> <p style="margin: 0in; margin-left: .375in; font-family: Arial; font-size: 11.0pt; color: #222222;"> </p> <ul style="direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;" type="circle"> <li style="margin-top: 0; margin-bottom: 0; vertical-align: middle; color: #222222;">By maintaining and refining this strategy, you aim to sustain a 20% reduction in unnecessary pull ahead builds while fostering a culture of accountability and careful planning among stakeholders, resulting in smoother and more efficient build management across domains.</li> </ul>
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