Implementation of a Technical Peer Review Process: Principles, Policy, and Cultural Change

The complex scientific and engineering work performed at Sandia National Laboratories is supported by a comprehensive system of reviews that include design, gate, and peer reviews. A recent exercise revealed a need to change how technical peer reviews are conducted. Building on industry standards, best practices, current standard internal practices and other previous work, Sandia has developed a continuous improvement process to institutionalize technical peer review in the design lifecycle of products. The approach focuses on translating customer and leadership expectations, utilizing current established practices, simplifying planning and execution, and providing resources to project teams to guide them and ensure that rigorous and consistent technical peer reviews are performed. This paper presents the process used by Sandia to improve the technical peer review process, the factors that affect implementation of a peer review process, the simplified three-step process implemented, the tools and resources generated, and the sustainment plan adopted to increase the institution-wide use of peer review as a tool to improve product delivery.