1. Appendix A
Executive Management Response for environmental strategies
Green Design - Alignment towards Environment Performance Circle one
Rate your capability to define and sponsor sustainability programs at the corporate
executive level
1 2 3 4 5
Rate your capability to measure the ROI from your investments in DFE 1 2 3 4 5
Rate your capability for CONDUCTING environmental analysis during NPD, specifically
for low risk actions that can result in dangerous consequences
1 2 3 4 5
Rate your capability to cost effectively address environmentally unsafe heavy metals
usage in electronics equipment per RoHS, and hazardous materials and substances in
composite products per WEEE and REACH directives
1 2 3 4 5
Rate your capability to single source customer, environmental, and regulatory
requirements that are managed by dedicated, authoritative, and responsible
executive(s) in your organization
1 2 3 4 5
Rate your capability to maintain product requirements up to date against environmental
goals
1 2 3 4 5
Rate your capability to quickly rectify any regulatory or customer non-conformance 1 2 3 4 5
Rate your capability to document compliance or due diligence to RoHS, WEEE, and
REACH directives
1 2 3 4 5
Rate your capability to eliminate occurrences of known restricted parts, materials or
substances in your final product
1 2 3 4 5
Rate your capability to produce Material Safety data Sheets (MSDS) in accordance to
regulations specific to "Classification and Labeling of Dangerous Substances"
1 2 3 4 5
Rate your capability in gathering required data on use of substances directed under
REACH
1 2 3 4 5
Rate your capability for management review of environmental metrics and targets 1 2 3 4 5

2. Rate your capability to manage exemptions and plan relevant actions beyond
expiration
1 2 3 4 5
Rate your capability to maintain and enforce a corporate policy that establishes a
balance of economics and environmental concerns
1 2 3 4 5
Rate your capability to inform your stakeholders of environmental goals and
achievements
1 2 3 4 5
Rate your capability to measure and reset environmental performance goals after
achieving them
1 2 3 4 5
Rate your capability to provide incentives to business units for improvements in
resource, energy, and material optimization
1 2 3 4 5
Rate your capability to comply with environmental regulations for all your product lines 1 2 3 4 5
Rate your capability to conduct environmental training across functional groups
involved in NPD
1 2 3 4 5
Rate your capability to track and proactively address environmental regulations not yet
enforced in your industry
1 2 3 4 5
Rate your capability to compete against the environmental innovations and productivity
improvements prevalent in your industry
1 2 3 4 5
Green Design - Market Focus Circle one
Rate your capability to partner with EPA at the corporate level during NPD itself of a
"New to World product"
1 2 3 4 5
rate your capability to share environmental goals and achievements with your insurers
and lenders
1 2 3 4 5

3. Appendix B
Business Development Response for environmental strategies
Green Design - Alignment towards Environment Performance Circle one
Rate your capability to influence suppliers and design partners in improving their
environmental friendliness
1 2 3 4 5
Green Design - Market Focus Circle once
Rate your capability to listen to voice of environmentally conscious clients through
structured requirements gathering process and customer surveys
1 2 3 4 5
Rate your capability to effeciently advertize various milestones you establish towards
future environmental preservation as a direct result of your NPD process before
product release
1 2 3 4 5
Rate your capability to timely communicate the environmental advantages you have
gained in your product or process to customers.
1 2 3 4 5
Rate your capability to compile and report to customers environmental requirements
you have incorporated in the product
1 2 3 4 5
Rate your capability to include environmental performance alongside cost, quality, and
reliability
1 2 3 4 5
Rate your capability to market your DFE achievements at par with other marketing
factors
1 2 3 4 5
Rate your capability to inform your customers of upgrade options that enhance
environmental performance
1 2 3 4 5
Rate your capability to keep maintenance spare parts that have a direct impact on
environment, available to customers
1 2 3 4 5
Rate your capability to establish leasing programs for remanufacture-able (or refurbish-
able) product lines
1 2 3 4 5
Rate your capability to provide rebates to customers on recyclable product returns 1 2 3 4 5

4. Rate your capability to measure and report (+/-) environmental cost impact of your
products for use-life and disposal to your customers
1 2 3 4 5
Green Design - Disposal/Reuse/Recycle/Remanufacture Circle once
Rate your capability to design for re-manufactured product from recycled products (or
by-products) at a lower cost with same warranty
1 2 3 4 5
Rate your capability to modularize parts that can be easily replaced, and repaired or
remanufactured to be sold at a lower cost to consumer
1 2 3 4 5
Rate your capability in designing and manufacturing products for effective reverse
logistics
1 2 3 4 5
Green Design – Resources Circle once
Rate your capability of sustaining depleting resources used in product development by
design
1 2 3 4 5
Green Design - Validation and Integration Circle once
Rate your capability in automation of integrations among CAE, CAD, ERP, MRO,
CRM, SCM, and SRM systems to improve environmental compliance Vs. reliance on
manual data extraction and reporting
1 2 3 4 5
Green Design - Packaging and distribution Circle once
Rate your capability to sell by-products from one product system to be used as
feedstock for another product system or company
1 2 3 4 5
Green Design - Analytical Reporting Circle once
Rate your capability to share MSDS information with your customers 1 2 3 4 5
Rate your capability to classify product compliance by regions, regulatory directives,
and by different countries
1 2 3 4 5
Rate your capability to estimate the cost or benefits associated with DFE during early
NPD
1 2 3 4 5
Green Design - Process Circle once
Rate your capability to measure NPD process to meet product release dates without
sacrificing environmental compliance
1 2 3 4 5

5. Rate your capability to carryout product recalls (environmental non-compliance)using a
pre-defined process that minimizes losses
1 2 3 4 5
Rate your capability to manage environmental compliance across your global product
development teams (partners and suppliers) per their local regulations
1 2 3 4 5
Rate your capability towards efforts in eliminating toxic/hazardous substances used in
manufacturing process as well as during product use life
1 2 3 4 5
Rate your capability to identify environmental impacts and costs associated with
product use and disposal
1 2 3 4 5

6. Appendix C
Engineering Management Response for environmental strategies
Green Design - Alignment towards Environment Performance Circle one
Rate your capability for alignment of environmental performance within NPD stages 1 2 3 4 5
Rate your capability to inspect the product at various stages of NPD for environmental
issues and to rectify any non-conformances
1 2 3 4 5
Rate your capability to compare alternative material or process to produce greener
product
1 2 3 4 5
Green Design - Market Focus Circle once
Rate your capability to include green design as an integral part of product lifecycle 1 2 3 4 5
Rate your capability to address cost, quality, reliability, energy, emissions, hazardous
waste factors when selecting product materials
1 2 3 4 5
Rate your capability to provide product installation and user guides to increase
environmental performance and augment life span
1 2 3 4 5
Rate your capability to design products for energy efficient installation and use 1 2 3 4 5
Green Design - Disposal/Reuse/Recycle/Remanufacture Circle once
Rate your capability to design for product disposal, minimizing impact on environment 1 2 3 4 5
Rate your capability to design for closed loop recycle by recycling your waste by-
products as material feed in production of same product
1 2 3 4 5
Rate your capability for open loop recycle utilization 1 2 3 4 5

7. Rate your capability on effectively designing for recycling of toxic wastes and materials 1 2 3 4 5
Rate your capability to use fasteners or preferably snap on parts in an effort to reduce
adhesive usage for efficient recycling
1 2 3 4 5
Rate your capability to design parts with minimum number of materials for efficient
recycling
1 2 3 4 5
Rate your capability for Design for disassembly and recycle (DFD/R) 1 2 3 4 5
Rate your capability to voluntarily (beyond compliance) recycle and refurbish products
as a result of processes built into your PLM system
1 2 3 4 5
Green Design - Resources Circle once
Rate your capability to store, access and retrieve mass balance data for analysis
during prototyping
1 2 3 4 5
Rate your capability to use green score and compliance matrices in material selection 1 2 3 4 5
Rate your capability to design products that are energy efficient 1 2 3 4 5
Rate your capability to continuously enhance your NPD process to make it more
energy efficient
1 2 3 4 5
Green Design - Validation and Integration Circle once
Rate your capability to unifying supply chains that use multiple toolsets 1 2 3 4 5
Rate your capability to quickly adapt product design and manufacturing in reaction to
changing regulations
1 2 3 4 5
Rate your capability to provide design teams dispersed across contractors with
compliance specific critical data
1 2 3 4 5
Green Design - Analytical Reporting Circle once
Rate your capability to dynamically produce a composite and compound report from
PLM, Environmental Management, SCM, CRM, and ERP systems.
1 2 3 4 5

8. Rate your capability to produce relationally linked reports between compliance and
product (as-designed and as-built) views.
1 2 3 4 5
Rate your capability to identify environmental non compliance through closed loop
continuous process improvement of product development
1 2 3 4 5
rate your capability to analyze and validate compliance at product breakdown structure
across multiple directives such as WEEE, ROHS, REACH in a single report
1 2 3 4 5
Green Design - Process Circle once
Rate your capability to manage designer selected materials and components ensuring
compliance throughout NPD and visibility to downstream decision makers
1 2 3 4 5
Rate your capability to manage mechatronics framework that accurately communicates
the product and process information to downstream decision makers.
1 2 3 4 5
Rate your capability to develop and synchronize all the drawings, environmental
compliance data, components, and interfaces that comprise a mechatronics product in
a whole system context.
1 2 3 4 5
Rate your capability to re-engineer the requirements process to resolve compliance
issues across engineering and manufacturing disciplines
1 2 3 4 5
Rate your capability to balance environmental compliance, functional requirements,
and product design in a closed loop process to minimize impact on product release
1 2 3 4 5

9. Appendix D
Reliability Management Response for environmental strategies
Green Design - Analytical Reporting Circle once
Rate your capability for timely identification of compliance failures and timely execution
to remedy the root cause
1 2 3 4 5
Rate your capability to manage and share compliance data collected from suppliers
avoiding duplicate instances and ensuring proper revision control
1 2 3 4 5
Rate your capability to analyze the materials and substances early in design phase to
determine environmental impact on downstream operations
1 2 3 4 5
Rate your capability to specifically identify supplier of non-compliant material/part. 1 2 3 4 5
Rate your capability to test your product's environmental performance against the
design baseline at end of manufacturing process
1 2 3 4 5
Green Design - Process Circle once
Rate your capability to relate and trace functional specifications and environmental
compliance to product design
1 2 3 4 5
Rate your capability to manage functional requirements that improve visibility and
compliance throughout the NPD process
1 2 3 4 5
Rate your capability to single source both product and process data, enabling access
to product definition required across extended domains throughout NPD
1 2 3 4 5
Rate your capability for your systems engineering to synchronize product development
with pre-simulated manufacturing processes prior to mass production in an effort to
mitigate compliance failures and to improve environmental performance.
1 2 3 4 5
Rate your capability to measure NPD process to meet product release dates and
environmental compliance without sacrificing product function/quality
1 2 3 4 5
Rate your capability to periodically audit supplier parts during production to ensure
environmental compliance
1 2 3 4 5

10. Rate your capability to include quality measures in early product development to
design-out environmental non-compliance
1 2 3 4 5
Rate your capability to measure compliance of individual requirements using your test
and integration processes
1 2 3 4 5
Rate your capability to locate and update relevant documents impacted by corrective
actions (to resolve environmental compliance)
1 2 3 4 5
Rate your capability to include in your design and engineering criteria to increase
product reliability and lifespan
1 2 3 4 5

11. Appendix E
EHS Management Response for environmental strategies
Green Design - Alignment towards Environment Performance Circle one
Rate your efforts towards environmental compliance during product lifecycle from
concept to disposal
1 2 3 4 5
Rate your efforts in reduction of green house gas emissions against your competitors 1 2 3 4 5
Rate your capability to quantify (prior to production) close to accurate levels of toxic
and green house gas emissions
1 2 3 4 5
Green Design - Market Focus Circle once
Rate your capability to use tools to keep your employees up to date with the
regulations
1 2 3 4 5
Rate your capability to inform your customers of any non-conformances through well
documented means
1 2 3 4 5
Rate your capability to train adequate resources in your organization on DFE and
ecodesign programs
1 2 3 4 5
Rate your capability to inform your customers of how and when to dispose or return
product
1 2 3 4 5
Green Design - Disposal/Reuse/Recycle/Remanufacture Circle once
Rate your capability to become ready for take back laws if enforced in your industry 1 2 3 4 5
Rate your capability to inform recycling organizations of your DFD/R programs for
product disposal handling
1 2 3 4 5
Green Design – Resources Circle once
Rate your capability for utilization of renewable energy sources 1 2 3 4 5

12. Rate your capability in reducing emissions by displacing carbon-intensive production 1 2 3 4 5
Rate your capability on efforts towards replenishment of natural resources impacted by
your product development
1 2 3 4 5
Rate your capability to manage renewable resources to ensure sustainability 1 2 3 4 5
Rate your capability on reducing usage of depleting natural resources by design 1 2 3 4 5
Green Design - Validation and Integration Circle once
Rate your capability to provide the design team access to "Full Cost Accounting
system" for materials and parts reporting with associated cost and environmental
ramifications
1 2 3 4 5
Rate your capability for the management and process of dealing with serious
environmental breaches and determining the level of escalation path to be taken
1 2 3 4 5
Rate your capability in training your design engineers on environment conscious
programs
1 2 3 4 5
Rate your capability to track products, at serial number and customer level, beyond
their retention date for environmentally unsafe products.
1 2 3 4 5
Rate your capability in compliance reporting by a dedicated department 1 2 3 4 5
Rate your capability for two phase validation of BOM report first against the suppliers
provided compliance and then against regulatory/corporate compliance
1 2 3 4 5
Green Design - Analytical Reporting Circle once
Rate your capability to share latest and critical environmental data with resources
influencing the product design via dedicated dashboards
1 2 3 4 5
Rate your capability for your designers, engineers, planners, and buyers to collect,
validate, and analyze environmental compliance data using simple tools such as MS
Excel
1 2 3 4 5
Rate your capability to create and post environment reports and KPI on your corporate
portal to keep all resources informed
1 2 3 4 5

13. Rate your capability to produce supporting deposition reports as required to prove due
diligence for various environmental directives
1 2 3 4 5
Rate your capability to use industry data collection and report templates such as IPC
1752 to manage and control latest regulatory compliance data at your fingertips
1 2 3 4 5
Rate your capability to gather environmental compliance data early in NPD to validate
and support various compliance directives
1 2 3 4 5
Rate your capability to report MSDS information to OSHA 1 2 3 4 5
Rate your capability to request compliance data from suppliers using industry standard
forms ensuring collection of full disclosure
1 2 3 4 5
Rate your capability to control the level of product disclosure and compliance reporting
to avoid accidental release of your product intellectual knowledge and trade secrets
1 2 3 4 5
Rate your capability to analyze at the Product Breakdown Structure level, to
specifically classify exemptions, non-compliance, partial compliance, and full
compliance of parts and materials used.
1 2 3 4 5
Rate your capability for immediate notification to relevant resources upon status
change in compliance of a product
1 2 3 4 5
Rate your capability in ease of creating a comprehensive material content report 1 2 3 4 5
Green Design - Process Circle once
Rate your capability to integrate design processes across disciplines to support DFE. 1 2 3 4 5
Rate your capability to trace back requirements to original source showing regulators
how various substances, materials and components used in the product meet specific
compliance thresholds.
1 2 3 4 5

14. Appendix F
Designer Response for environmental strategies
Green Design - Validation and Integration Circle once
Rate your capability to cross reference materials from a database linked within your
design applications
1 2 3 4 5
Rate your capability to substitute greener material for toxic or even less green
materials
1 2 3 4 5
Rate your capability to access impact of materials used, using Process flow diagrams
(PFD) simulations in context of early NPD
1 2 3 4 5
Rate your capability in providing your design team access to "materials selection
decision tree" within the authoring tool database
1 2 3 4 5
Rate your capability to forecast accurate energy requirements for production during
design phase
1 2 3 4 5
Rate your capability in leveraging computing modeling and load testing during early
phases of NPD process
1 2 3 4 5
Rate your capability in utilizing 3D models to optimize cost, environmental friendliness,
and the ability to analyze for waste heat and thermal balances
1 2 3 4 5
Rate your capability in Finite Element, thermodynamics, electromechanical systems,
and parametric analysis to optimize the design of mechanical parts (engines etc)
1 2 3 4 5
Rate your capability to estimate the impact on environment by comparing different
materials and/or processes during early design.
1 2 3 4 5
Rate your capability to measure and validate the design team efforts towards
environment friendliness
1 2 3 4 5
Green Design - Packaging and distribution Circle once
Rate your capability to design the component packaging for minimizing hazardous
substance, weight, volume, cost of recycle, and number of materials used
1 2 3 4 5

15. Green Design - Analytical Reporting Circle once
Rate your capability to readily track, analyze, observe, and report critical design data
impacting (or influenced by) environmental performance stored in various applications
used throughout NPD
1 2 3 4 5
Rate your capability to query and compile compliance reports to avoid bottlenecks in
NPD.
1 2 3 4 5
Rate your capability for automated compliance validation and notification to designers
and buyers upon changes in materials and substance usage, product structure,
supplier provided info, and/or regulations.
1 2 3 4 5
Rate your capability to link dependencies of compliance data with your official as-
designed and as-built product structure
1 2 3 4 5
Green Design - Process Circle once
Rate your capability to balance process, product, and byproduct efficiencies by
comparing greener design alternatives
1 2 3 4 5
Rate your capability to validate design against engineering standards and
environmental goals.
1 2 3 4 5
Rate your capability to ease the disassembly, remanufacturing, recycling and disposal
of your product
1 2 3 4 5

16. Appendix G
PLM/IT manager Response for environmental strategies
Green Design - Analytical Reporting Circle once
Rate your capability to efficiently maintain environmental compliance reporting
mechanisms with upgrades and extended customizations of software applications used
for NPD process
1 2 3 4 5
Rate your capability to produce environmental compliance reports from applications
used throughout NPD, respecting data security and inherent product views,
configuration context, and hierarchy
1 2 3 4 5
Rate your capability to use native application functions to report and validate
environmental compliance Vs directly accessing the schema; thereby increasing the
risk of data integrity
1 2 3 4 5
Rate your capability on non-reliance on an intermediate schema or data warehouse to
produce reports and to conduct product analysis for DFE
1 2 3 4 5
Rate your capability to utilize an architecture for reporting and analysis that is not
hardware and network resource intensive
1 2 3 4 5
Green Design - Process Circle once
Rate your capability to provide accurate renditions of design data across disciplines,
extended enterprise, and design contractors.
1 2 3 4 5
Rate your capability to accurately interchange, exchange, or translate design data
between multiple CAD applications in use across extended domains.
1 2 3 4 5
Rate your capability to overlay compliance data onto your design files as non-
destructive markups.
1 2 3 4 5
Rate your capability to single source mechatronics CAD data, integrated with standard
product data management systems
1 2 3 4 5
Rate your capability for localization of high volume design data through federated
servers
1 2 3 4 5
Rate your capability to maintain up to date database of supplier qualifications for green 1 2 3 4 5

17. Appendix H
Purchasing Manager Response for environmental strategies
Green Design - Market Focus Circle once
Rate your capability to timely procure components or parts used in your product
development containing re-useable material and embedded environmental logos
1 2 3 4 5
Green Design - Resources Circle once
Rate your capability to reduce purchasing of toxic or hazardous materials 1 2 3 4 5
Rate your capability to balance cost management, quality assurance, and disposal
management in your purchasing criteria
1 2 3 4 5
Green Design - Validation and Integration Circle once
Rate your capability to analyze alternate suppliers for material, substance, and product
selection based on traceability of environmental performance
1 2 3 4 5
Green Design - Analytical Reporting Circle once
Rate your capability to access MSDS information from suppliers 1 2 3 4 5
Rate your capability in using reporting functionality to design better compliant and low
cost products
1 2 3 4 5
Rate your capability to request compliance data from suppliers and to track resulting
feedback
1 2 3 4 5
Green Design - Process Circle once
Rate your capability to periodically audit suppliers and partners for environmental
compliance process during NPD
1 2 3 4 5
Rate your capability to periodically audit suppliers and partners to ensure product
compliance with environmental requirements
1 2 3 4 5

18. Rate your capability to automatically include environmental requirements and relevant
design elements in bid packages to influence the level of understanding of prospect
suppliers and contractors.
1 2 3 4 5
Rate your capability to trace back supplier provided documentation to original source
showing regulators the basis for environmental compliance
1 2 3 4 5
Rate your capability to coordinate purchasing criteria across functional groups to meet
environmental goals
1 2 3 4 5

19. Appendix I
Supply Chain Manager Response for environmental strategies
Green Design - Packaging and distribution Circle once
Rate your capability in reducing proximity to your suppliers and utilization of more local
suppliers
1 2 3 4 5
Rate your capability to reduce the packaging material by weight 1 2 3 4 5
Rate your capability to reuse the packaging material 1 2 3 4 5
Rate your capability to measure cost savings resulting from reuse of packing material 1 2 3 4 5
Rate your capability to publish weight and volume characteristics of your products 1 2 3 4 5
Rate your capability to recycle shipping containers
or packaging.
1 2 3 4 5
Rate your capability to use transportation management tools that aid in optimization of
distribution
1 2 3 4 5
Rate your capability to minimize handling and compliance costs for waste management 1 2 3 4 5
References:
1. Competitive Environmental Strategy: A Guide To The Changing Business Landscape, Andrew J. Hoffman Boston University
2. Going Green Upstream, The National Environmental Education & Training Foundation
3. New Paths to Business Value, STRATEGIC SOURCING — ENVIRONMENT, HEALTH AND SAFETY, GEMI
Author(s): Ad Ghauri, PLM Strategy
Co-Author: Tad Leach, PLM Strategy