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

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ENTITY Form 8-21
143
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
COMPENSATION OF KEY DEVELOPMENT PERSONNEL
Note: (1) Place an asterisk after the name of individuals having employment, contracts.
(2) Includes cash bonuses, stock awards, etc. for the most recent annual period.
(3) For example: Total entity profits, departmental or personal goal achievement, etc.
NAME / POSITION
(1)
ANNUAL
SALARY
OTHER
COMPENSATION
(2)
BASIS FOR OTHER
COMPENSATION
(3)
$
ENTITY Form 8-22
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
144
DEVELOPMENT STAFFING LEVELS
Note: Staffing levels as of _________________ .
FUNCTION NUMBER
Administrative Personnel
Professional Management
Program Management
Secretarial/Clerical
Other
Total Administrative Staff
Technical Staff
Advanced Degrees
Undergraduate Degrees
Technicians (Non-degreed)
Lab Assistants
Secretarial/Clerical
Other
Total Technical Staff
Support Personnel
Equipment Design and Fabrication
Maintenance
Janitorial
Other
Total Support Personnel
Total Development Staff
TECHNOLOGIES REPRESENTED
What technologies are represented by the degreed staff?
____________________________ , ____________________________ , _____________________________ ,
____________________________ , ____________________________ , _____________________________ .
ENTITY Form 8-23
145
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
TREND IN DEVELOPMENT STAFFING
TREND IN STAFFING LEVELS
POSITION 20 20 20 20 20
Administrative Staff
Technical Staff - Degreed
Technical Staff - Non-degreed
Support Staff
Total Product Development Staff
TECHNICAL STAFF TURNOVER
POSITION 20 20 20 YEAR-TO-DATE 20
(Annual Percentage Turnover)
Advanced Degree Personnel % % % %
Undergraduate Degree Personnel
Non-degreed Technical Personnel
FUTURE STAFFING PLANS
What are the near term (i.e., next 12 months) plans for changes in the staffing level for degreed personnel?
[ ] Maintain the current level. [ ] Increase by____ . [ ] Decrease by____ .
USE OF OUTSIDE CONSULTANTS
To what extent are outside consulants used in the development process?
[ ] Never. [ ] Infrequently. [ ] Frequently.
What are the primary skills employed? _________________________ , ___________________________ ,
___________________________ , ___________________________ , __________________________ .
What have been the annual fees paid to outside development consultants?
YEAR 20 20 20 YEAR-TO-DATE 20
(Thousands Of Dollars)
Consulting Fees Paid $ $ $ $
ENTITY Form 8-24
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
146
INTERNAL DEVELOPMENT PROCEDURES
DEVELOPMENT OBJECTIVES
Does the entity have written development objectives? [ ] Yes [ ] No If so, please provide a copy.
SOURCES OF PRODUCT/SERVICE DEVELOPMENT IDEAS
What or who are the primary sources of ideas for improvements to existing products and/or services?
What or who are the primary sources for new products and/or services ideas?
Does the entity have a formal suggestion program? [ ] Yes [ ] No
POTENTIAL NEW PRODUCT/SERVICE EVALUATION PROCEDURES
How is the potential market for proposed new products and/or services determined?
What is the approval process for new product or service development projects?
Have guidelines been established for company funded development expenditures? [ ] Yes [ ] No
If so, what are the current guidelines?
ENTITY Form 8-25
147
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
CURRENT PRODUCT/SERVICE INFORMATION REQUEST
Note: (1) Provide information similar to that listed above on competitor’s products and services where available.
ITEM PERIOD REQUESTED DATE
DELIVERED
Descriptions Of Existing Products And Services Current
Brochures
Catalogs
Specification Sheets
Operating Manuals
Service Manuals And Bulletins
Press Releases
Other
Price Lists Current
Patents Current
Copyrights Current
Trademarks Current
Information On Competitor’s Products And Services
Competitor’s Documents (1) Most Recent
Evaluation Reports On Products And Services Last Three Years
Internal Reports On Competitor’s Activities Last Three Years

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