Professional Course

CM2-02 Requirements and the CM2 Baseline

Institute for Process Excellence, In Denver (+3 locations)
2 days
1,000 - 1,350 USD
Next course start
1 April, 2024 (+5 start dates)
Virtual Classroom, Classroom, On-site, Self-paced Online
2 days
1,000 - 1,350 USD
Next course start
1 April, 2024 (+5 start dates)
Virtual Classroom, Classroom, On-site, Self-paced Online
This provider usually responds within 48 hours 👍

Course description

CM2-02 Requirements and the CM2 Baseline

Essential considerations for data management & proper PLM visibility and traceability through dataset standardization.

Requirements and the CM2 Baseline (CM2-02) is the second course in our CM2 enterprise change and configuration management series. CM2-02 focuses on the foundational elements of requirements management including the structuring and ownership of all product, solution, and business requirements. It will detail the first steps in the creation of the Digital Thread - the concept and development phases of any project.

A course certificate is awarded upon completion. CM2 courses are eligible for CEUs from Purdue University.


Virtual and In-Person Instructor-Led: 2 days

Online Self-Paced: 16-20 Hours

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Upcoming start dates

Choose between 5 start dates

1 April, 2024

  • Virtual Classroom
  • Online

8 May, 2024

  • Classroom
  • Orlando
  • English

15 May, 2024

  • Virtual Classroom
  • Online
  • English

Flexible scheduling to meet your time frame

  • On-site
  • United States of America


  • Self-paced Online
  • Online
  • English

Who should attend?

Students will be able to understand these key concepts and more:

  • Optimized part naming & numbering standards
  • 4-Tier, 8-Step product development process
  • The design basis and the use of dynamic digital linkages within a product hierarchy
  • Reduce part proliferation, increase searchability and part reuse through standardized attributes and metadata
  • Managing product configurations through options & variants
  • Robust planning & execution of change throughout the enterprise
  • Robust business decisions: Total cost, change ROI, opportunity Cost
  • Standardization and business best practices

Training content

Course Outline

A Best Practices for Naming, Numbering, and Attribute Utilization

B Effective Techniques for Managing Requirements

C Enriching Your Development Process

D Application Requirements and Dynamic Linkages

Workshop 1: Application Requirements Flow Down

E Design Basis Requirements and Dynamic Linkages

F Establishing Functional Work Packages and Schedules

G Increasing the Potential for Reuse and Interchangeability

H The Detailed Plan Drives the Detailed Design

Workshop 2: Wind Turbine Structure

I Managing Options and Variants of Product Configurations

J Project Planning with Functional Work Packages

K Differing Views and Perspectives on How to Define Quality

L Having a Positive Impact on the Financial Bottom-Line

Workshop 3: Cost of Intervention Resources

M Achieving True North Enterprise Calibration

N Operating Standards and Core Procedures

O Course Review and Summary

Course delivery details

Public In-Person Course Details:

Public in-person courses are 2-days each and are provided at key locations across the United States. Start and end times for the course are the local time. Students will be responsible for finding and booking their own lodging.

Public Virtual Instructor-Led Course Details:

Virtual courses will be administered real-time through Zoom. Courses are provided in 2 full-day and 4 half-day (AM or PM) formats. Digital course manual is provided with the option to purchase a printed copy. Start and end times for the courses are Eastern Time.

Online Self-Paced Course Details:

All online courses are self-paced, pre-recorded lessons offered on our new, innovative learning platform the IDEA Academy. Each course takes approximately 16 hours to complete. Students post to discussion boards and submit workshops to a live instructor who is available for questions and guidance

Onsite Course Details:

Group courses can be provided for teams with as few as five members. Bring your team together in person or via an online meeting platform of your choice for team building and tailored discussions on issues facing your company. Each course will be provided on your schedule.


Contact us for details about Course Bundle Discounts

Public In-Person: $1,350

Public Virtual Instructor-Led: $1,200

Online Self-Paced: $1,00

Onsite: Contact for a quote

Continuing studies

CM2 courses are eligible for CEUs from Purdue University.

Why choose IpX?

Over 15,000 certification holders worldwide

Trainees highly sought by global organizations

Training provided to 1800 companies in 40 countries

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Institute for Process Excellence

Institute for Process Excellence

IpX training empowers your workforce to ensure your organization is built for quality and resiliency while driving innovation and creating a better customer experience. IpX is the proprietary provider of the IDEA Academy Subscription and CM2, the global standard for...

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