The CPG Startup Readiness Checklist: 25 Questions to Prevent the Performance Dip

Get a 25-question readiness checklist spanning FAT, SAT, training, OEM relationships, and startup ownership - so you can identify gaps before they turn into downtime.

Domain Specialist: Andy Q. (VP, Marketing & Business Development)

Updated: February 23, 2026

Introduction

You don’t invest in capital equipment to “eventually” hit your numbers.

You invest to hit target rate, target OEE, and sustained production as fast as possible — without burning your team out, compromising safety, or eroding ROI in the first 90 days.

Yet in most CPG packaging projects, there’s a familiar pattern:

1. Installation looks promising
2. Vendors leave
3. And then performance dips (sometimes for months)

In this article, you’ll get a 25-question readiness checklist spanning FAT (Factory Acceptance Test), SAT (Site Acceptance Test), training, OEM relationships, and startup ownership — so you can identify gaps before they turn into downtime.

What Is a “Vertical Startup”? (And Why Most Lines Miss It)

A vertical startup means reaching sustained, target-rate production quickly after installation — ideally as a step function, not a slow ramp.

In practice, most CPG lines experience:

  • Extended ramp-up periods
  • Low Month One OEE (often 50-65%)
  • Unplanned downtime
  • Knowledge gaps between OEM and operations

Vertical startup is not an event. It is the outcome of everything that happened before installation.

Which brings us to the checklist…

The 25-Question Startup Readiness Checklist

Use this as a diagnostic tool. If you can’t confidently answer “yes,” you’ve likely found the root of your future dip.

Section 1: FAT Readiness

The quality of your FAT is the single strongest leading indicator of startup success.

  • Is your FAT test plan embedded in the RFP – or developed after the PO is signed?
  • Are acceptance criteria quantifiable (run duration, throughput, reject rates, changeover time)?
  • Do you run at target rate with actual production materials (films, cartons, adhesives, inks)?
  • Do you conduct a 2-5 minute pre-test (and for complex systems, 2-3 weeks before full FAT)?
  • Does your dry-cycle test run at least 24 hours for mechanical validation?
  • Does your production run test last at least 15-30 minutes at rate (longer for complex lines)?
  • Are safety sytems—interlocks, E-stops, LOTO—tested as first-class criteria?
  • Does your startup team (operators, maintenance, setup techs) attend the FAT?
  • Is there a documented punch list resolution process before shipment authorization?
  • Do you receive full deliverables at FAT closeout (manuals, One Point Lessons, spare parts list, as-builts, calibration certs)?

If your FAT feels like a formality, your startup will feel like a recovery effort.

Section 2: Virtual FAT (vFAT) Discipline

Virtual FATs are now common and permanent. But they require more rigor, not less.

  • Have you accounted for vFATs taking roughly double the time of in-person FATs?
  • Is audio-visual quality sufficient to inspect build quality and detail?
  • Are changeovers recorded for future operator training?
  • Are remote subject matter experts participating who wouldn’t normally travel?

vFATs can expand expertise, but they cannot fully replace hands-on evaluation of ergonomics and maintenance access.

Section 3: SAT Readiness

FAT verifies functionality. SAT verifies reality.

  • Was your SAT protocol drafted alongside your FAT protocol (not after installation)?
  • Are SAT acceptance criteria quantified (OEE targets, run duration, quality thresholds)?
  • Are upstream/downstream integrations explicitly verified?
  • Are utilties tested under full production load (air, steam, electrical)?
  • Are spare and wear parts on-site before SAT begins?
  • Do you measure the OEE delta when the OEM team departs?

The real SAT metric: How much does performance drop when the vendor leaves?

Section 4: Training & Transition Ownership

Most performance dips are training dips.

  • Does operator training begin at FAT — not at startup week?
  • Do operators demonstrate proficiency, not just attendance?
  • Is there a named owner for the transition from OEM-supported to independent operation?
  • Does your training plan extend 3-6 months beyond startup?

No one owning the transition is one of the most common causes of the dip.

Section 5: OEM Relationship & Support

Vertical startups are relational, not transactional.

  • Does your contract define post-startup support duration, response times, and escalation paths?

Bonus diagnostic questions to consider:

  • Do you have remote equipment access capabilities agreed upon?
  • Are cross-functional stakeholders (operations, maintenance, quality, suppply chain, IT) engaged from project inception?
  • Do you “expect the dip” in your project plans — or plan to prevent it?

What Best-in-Class Looks Like (With Important Caveats)

“World-class” OEE is often cited as 85%+, but definitions vary widely depending on how planned time, micro-stops, and changeovers are calculated.

Key nuances include the following facts:

  • OEE benchmarks are not standardized
  • Case studies are instructive, not universal
  • Line complexity dramatically affects ramp curves

For example, a standalone case erector will not follow the same startup profile as a fully integrated end-of-line system with palletizing and automated warehouse interfaces.

Remember, the goal isn’t to copy someone else’s OEE number. The goal is to eliminate avoidable losses.

Why Most Organizations Accept the Dip

Many companies quietly build weeks or months of reduced output into their project plan.

The reason why often involves these avoidable situations:

  • FATs are underdeveloped
  • Training is compressed into startup week
  • Maintenance is engaged too late
  • Spare parts aren’t on-site
  • Transition ownership is unclear
  • OEM support ends too early

The dip persists because it is planned for. Best-in-class organizations build systems to prevent it.

The Full Lifecycle View: RFP to Steady State

Vertical startup only works when you treat this as a continuous arc:

RFP → FAT protocol definition → Pre-FAT → FAT → Install → SAT → Commissioning → Training → Startup → OEE Ramp → Continuous Improvement

Tools commonly reference by PMMI OpX Leadership Network include:

  • FAT Protocol & Checklist (including vFAT guidance)
  • OEE Starter Tool
  • Total Cost of Ownership Playbooks
  • Operator training standardization frameworks

All emphasize the same principle that acceptance testing, training, and performance measurement must be integrated from day one.

Past, Present, Future: Eliminating the Dip

If you’ve experienced painful startups before, you know what the dip feels like — long shifts, finger-pointing, vendor calls, and missed production targets. With the checklist above, you should now have a structured way to evaluate your readiness.

Identify the 3–5 gaps that will most likely delay your startup and fix them before shipment.

The next step isn’t to aim for perfection. It’s to identify the 3–5 gaps that will most likely delay your startup and to fix them before shipment. This is because vertical startup isn’t about speed for its own sake. It’s about protecting safety, protecting ROI, and protecting your team from preventable chaos.

If you’d like Douglas to help benchmark your current FAT/SAT process against these 25 questions — or would like to redesign your startup approach to prevent the next performance dip — please schedule a call with our team. If we’re the right collaborator for you, we’ll work to build readiness systems that hold up under real production pressure.

Estimated reading time: 6 minutes

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