Engineering & PLMFree assessmentPDF, Excel, Word export

Engineering Change Management Maturity Assessment

Engineering change is where design, purchasing, planning, quality and the floor all meet. Weak control shows up as scrap, wrong-revision builds and customer escapes. This ten-question self-assessment gives a quick read on where your process is and what to fix first.

0 of 10 answered0%

1. How are engineering changes requested and recorded?

Think about the last five changes.

2. How is the impact of a change analysed?

3. How are changes classified and approved?

4. How is effectivity defined?

5. How is existing stock dispositioned?

6. How do changes reach the ERP and the shop floor?

7. How are suppliers told about changes?

8. How is the change verified after cut-in?

9. What do you measure about changes?

10. How are old revisions kept from use?

How to use the assessment

Answer based on how the last several changes were actually handled, not how your procedure says they should be. Ask a planner and a shop supervisor to answer separately, since they often see gaps that engineering does not. Compare the scores. A large spread between roles usually points to a communication gap, not a tool gap.

Use real examples from recent changes
Score honestly; a low score is useful information
Re-run it after six months to see movement

What the score means

The score is the sum of option points as a percentage of the maximum. Bands run from ad hoc to managed. The questions follow the life of a change: request, impact analysis, approval, effectivity, stock disposition, implementation, supplier communication, verification, measurement and control of old revisions. They reflect expectations in quality systems such as ISO 9001 and AS9100 for controlling and verifying changes, but this is a self-assessment, not an audit.

Common mistakes

Teams often buy a PLM tool hoping to fix a process problem. Software helps with routing, audit trail and integration, but unclear effectivity, missing stock decisions and absent supplier notice remain problems if no one owns them. Start with the lowest scoring questions, assign owners, and fix the process on paper before automating it.

Frequently Asked Questions

Is this assessment an audit?

No. It is a quick self-assessment for internal use. It does not certify compliance with ISO 9001, AS9100 or any other standard, but it points to gaps worth discussing in a management or process review.

How often should we run it?

Once to set a baseline and then every six to twelve months, or after a significant escape or system change. Keep the answers so you can compare trends.

Do we need PLM software to score well?

Not necessarily. A disciplined process with a standard form, a checklist and ERP reports can score well. PLM mainly helps with workflow, audit trail and keeping design and ERP data in step.

Which question should we fix first?

Start with impact analysis and stock disposition, since gaps there lead directly to scrap and wrong-revision use. Then address effectivity, supplier notice and verification.

Netray can discuss how ERP data can feed change impact reports and where AI assisted checks may help. We are happy to review your results with you.

Talk to an Expert Explore More Free Tools

Related Tools

Engineering & PLM

More Engineering & PLM tools

See all

Back to All Tools