Team Name: Reviewer Name: [OhioU ME SrD – Project Mentor Checklist]
Tollgate 3 Checklist: Project Planning and Prototype Budget
Checklist Item / N / Y / E / Notes:Preparation:
Are there any unanswered questions from previous tollgate reviews that need to be addressed before completing this planning and budget tollgate review?
Is the prototype design at a stage that allows a meaningful schedule and budget to be developed for prototype completion?
Has sufficient system-level risk assessment been completed, with proper risk abatement plans (as required)?
Project Planning and Scheduling:
Has the team defined tasks for completion of the prototype design and construction that are specific, understandable, comprehensive, and have clear deliverables and milestones?
Has the team set clear expectations for task completion, including person(s) responsible, resources needed, and soft/hard deadlines? Are these values reasonable?
Critical path items are identified and given sufficient time/ownership/resources, and sufficient slack has been included to lessen schedule-related risk. The schedule predicts prototype completion within class / customer / competition deadlines.
Suppliers, customers and others who are impacted by the schedule have had input on applicable schedule items.
The team has a process for managing short and long term action items, including creating them, assigning them, reviewing them, and capturing lessons learned from them.
Is there evidence that the project plan and ongoing progress relative to it will be communicated well, including some form of visual representation of the schedule, a regularly updated action item list, and weekly project status reports?
The team has a process to ensure that the schedule is a living document that is regularly reviewed, updated, and used to directthe use of the team’s personnel (time) and resources.
Prototype Budget (materials/purchased parts/supplies/services)
The total budget (including materials/purchased parts/supplies/services for the prototype, plus other project expenses) has been estimated and appears accurate, within specifications, and reasonable for the project.
Have value engineering and DFMA been used on the system level to try to eliminate or reduce costs for the most significant budget items?
Is there evidence that meaningful buy / build evaluationswere made for significant budget items, as well as consideration of value rather than cost?
For purchased parts and materials that have a significant impact on the budget, multiple product options and multiple vendorswere considered. If not, why?
Significant purchased parts (motors, wheels, etc.) and materials were selected based on functional requirements and desired characteristics, after sufficient analysis / simulation / validation.
Is there evidence of plans to test the performance of significant vendor supplied items prior to integration into the prototype?