EDD Portfolio Requirements Examples



EDD Portfolio Requirements Examples

1. Project Management Timeline

Gantt Chart – graphical timeline mapping out entire project

| |November |December |January |

| |2 |

|Charlie | |

|Mike | |

|Sarah | |

|All | |

2. Problem Statement

a. What exactly is the problem?

A well-written, focused problem statement and the informational sources which support the statement are the difference between success and failure in research and development.

b. Who has the problem or who is the potential customer?

c. What does it affect?

d. When is it a problem?

e. Where is it a problem?

Use the above questions to write a one or two sentence problem statement that focuses on one problem and does not suggest a solution.

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Example: Ball point pen ink can be chemically erased allowing checks to be changed and reused by forgers who can steal money from the check writer.

Limits and Criteria

Solution deals only with the ink, not the delivery system

3. Justification of the Problem

History

• example: crime statistics on check forgery

Interviews, surveys and quotes from field experts

• generate a survey that can be used to poll experts and potential customers for their opinions and ‘wants’

Voice of the Customer

• results from surveys and interviews

• what the customer likes and dislikes about the topic, as well as any additional comments or information

• generate a hierarchy of needs

o rank order customer ‘wants’ into levels of importance – the ‘what’

(Note: Do not solve the problem yet)

o add items that you, as the designer see as necessary to accomplish the customer ‘wants’

o group similar ‘wants’ together under a common heading

Product Requirements Document

• list of ‘how’ the customer requirements will be satisfied – called metrics

• generate a House of Quality to verify that every customer want is satisfied by a ‘how’

• put product requirements into a list and determine the acceptable value (weight, dimensions, etc.) of each metric

Articles and supporting research information

• any additional information found during your research

o OSHA regulations

o newspaper articles

4. Current and Past Solutions

• search patent site for anything related to your problem

o

o or google “patent for ball point pen ink”

o find the related patent numbers

o go to google patents

o look at patent information and pictures

o print first page with abstract information and pictures

o write a short summary conclusion of what you found

• search internet for anything related to your problem

o print information

o cite your sources

o write a short summary conclusion of what you found

• conduct a search in local stores for anything related to your problem

o ask permission of the store manager to take pictures

o record where you went

o write a short summary conclusion of what you found

• write an analysis of all your search results

o justification of why you should continue with the project

5. Proposed Solution

• brainstorm possible solutions to the problem

o sketch ideas with annotations

o show how the team refined the ideas

▪ model various aspects of the ideas to see what is practical/what may work

• put concepts into a decision matrix using the product requirements as the criteria list on the left side of the page

o put a sketch of each concept across the top of the matrix

o compare them to a benchmark – typically a design that is currently on the market

▪ you can use + for better than, - for worse than, and 0 for the same as

▪ the benchmark will have all 0’s

▪ you can also use a numeric value system if you prefer

▪ make sure you have a legend explaining your system

• interview people who are experts – people who use would use the device you are designing for their input and feedback

o gives you assurance you are on the right track

• create final annotated sketches

o this should give a detailed description of the final concept

6. Prototype Planning and Construction

• Inventor drawings (build ready)

o dimensioned

o exploded isometric

• production plan flow chart and procedures

• materials list

o what is required to build an actual version of the design solution

▪ get vendor information and prices

▪ extrapolate how much the item will cost to build

• example: if you are using plexiglass and require a 2” x 4” piece, but it can only be purchased in 36” x 36” sheet, how much will the small piece cost?

o identify vendors

• document the final prototype through revised drawings and pictures

7. Testing and Evaluation of the Data

• create step by step test procedures using the template

• record raw data in the template

o use graphs, spreadsheets and charts to plot the data

• analyze data and record the conclusions

• have the advisory team evaluate the designs

8. Presentation Materials

• create presentation materials for trade show

o PowerPoint

o storyboard

o brochure

• include video of prototype in operation

9. Appendix

• formal report

o includes information about the design solution

o includes bibliography

o includes contact information

o includes additional information not found in the portfolio

10. Additional Information

• includes pictures, CD, video of final presentation (optional)

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