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The AMA Handbook of Due Diligence by Andrew J. Sherman, William M. Crilly

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ENTITY Form 8-07
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
128
RECENTLY DISCONTINUED PRODUCTS AND/OR SERVICES
List all products and/or services that have been discontinued during the last three years and the reason for the action.
PRODUCTS AND/OR SERVICES POTENTIALLY SUBJECT TO EARLY TERMINATION
DISCONTINUED PRODUCTS
AND/OR SERVICES
YEAR FINANCIAL
WRITEOFF
($000)
REASON FOR DISCONTINUING
$
PRODUCTS AND/OR
SERVICES SUBJECT
TO EARLY TERMINATION
EST.
YEAR
POTENTIAL
WRITEOFF
($000)
REASON FOR POTENTIAL
TERMINATION
$
ENTITY Form 8-08
129
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
NEW PRODUCT AND/OR NEW SERVICE DEVELOPMENT PROJECTS
The previous material in this Section was concerned primarily with existing products and services, including cur-
rent and prospective improvement programs.
This portion of Section 8 is concerned primarily with the development of new products.
In the great majority of companies, the same “Product Development” staff (often referred to as the “Research and
Development” staff) is responsible for both activities. The information requests covering the organization begin with
Form 8-18, immediately following the new product development material.
DISTRIBUTION OF PRODUCT DEVELOPMENT ACTIVITIES
TYPE OF ACTIVITY PERCENT OF TOTAL
R & D EXPENDITURES
Basic Research:
Materials %
Processes %
Other %
Total Basic Research %
Improvements To Existing Products/Services %
New Product Or New Service Development %
Other: ____________________________ %
Total R & D Expenditures 100.0%
ENTITY Form 8-09
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
130
NEW PRODUCT DEVELOPMENT - SUMMARY OF CURRENT PROJECTS
Note: (1) New products, as defined here, include major redesigns of existing products and services.
(2) Status as of ________________________ .
STATUS OF EXISTING PROJECTS
PROJECT START
DATE
ESTIMATED
COMPLETION
DATE
ESTIMATED
TOTAL
EXPENSE
ESTIMATED PERCENT
COMPLETE
TIME DOLLARS
(Dollars In Thousands)
$ % %
% %
% %
% %
% %
% %
% %
% %
% %
% %
% %
% %
ENTITY Form 8-10
131
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
SCHEDULE OF EXPENDITURES FOR APPROVED DEVELOPMENT PROJECTS
Note: Status as of _____________________ .
ACTUAL AND PROJECTED COMPANY FUNDED EXPENDITURES FOR EXISTING PROJECTS
PROJECT LAST
YEAR
20
CURRENT
YEAR
20
20 20 20
(Thousands Of Dollars)
$ $ $ $ $
Total $ $ $ $ $
ENTITY Form 8-11
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
132
PERFORMANCE ON PAST DEVELOPMENT PROJECTS
Note: (1) Product being profitably marketed - enjoying long sales life.
(2) Product being profitably marketed - too early to project sales life.
(3) Product currently being marketed - acceptable profitability not yet assured.
(4) Product enjoyed profitable market - no longer in production.
(5) Product brought to market - did not do well, withdrawn from market.
(6) Development completed - never went into production.
(7) Project terminated prior to completion.
(8) ________________________________________________________________ .
(9) ________________________________________________________________ .
(10) ________________________________________________________________ .
PERFORMANCE ON THE TEN LARGEST PROJECTS UNDERTAKEN IN THE PAST FIVE YEARS
PROJECT PLANNED
TIME
ACTUAL TIME INITIAL
BUDGET
FINAL COST NOTE
(Time In Months - Dollars In Thousands)
%
$ $
%
%
$ $
%
%
$ $
%
%
$ $
%
%
$ $
%
%
$ $
%
%
$ $
%
%
$ $
%
%
$ $
%
%
$ $
%

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