Project Title:
Project Manager:
Project Start Date
(Month/Year):
Project Completion (or
Expected) (Month/Year):
Project Objective: Describe the technological objectives of the project in terms of the new specifications, features,
enhancements, or performance that you wanted to achieve, or alternatively, what were the limiting factors or deficiencies
with your existing product(s) or process that needed improvement.
Due Diligence: Please explain what prevented the application of existing knowledge or technology (via machinery,
hardware, software, processes, etc.) to your project to meet the new capabilities, specifications, features, enhancements
or performance. For example, investigation into current patents and published literature did not provide a solution to
meet the objectives for the project because;
Theories: As you can best describe at the start of the project, what are your theory(s) for obtaining the new
capabilities, features, enhancements or performance. For example, this may include theories about design elements in a
machine, system architectures (IT), new algorithms, new controls methodologies, new process theories, suppositions
about interactions between chemicals, etc…
What’s the Plan?: What type of methods or work will you undertake to meet your objectives and prove your
theories. For example, will you construct a prototype, a test apparatus, develop mathematical models or algorithms and
determine through a combination of testing, analysis and experimentation which avenues, changes and modifications to
the “construct” lead to project success. This implies that iterative testing & analysis based on intermediate step
conclusions is fundamental to your project.
Project Personnel: Please provide a list of key personnel involved in the project, their respective experience &
qualifications.
Personnel Qualifications/Training/Certification Years of Experience
Project Activities: How would you characterize the types of work necessary to overcome the obstacles for the
project as can be reasonably foreseen at the start of the project? (check any that apply or may be necessary)
Design Constructing a Prototype(s)
Engineering Bench Scale Testing
Programming Full Scale Testing
Mathematical Modeling Field Testing
Data Collection (instrumentation, logging, etc.) Destructive Testing
Computer Hardware Development (Circuit Boards) Successive Modifications to Prototypes
Mathematical Analysis Process Modeling / Pilot Plants
Experimentation Design of Experiments
Algorithm Development Development of Theories or Suppositions
Physical Testing (of materials) Testing Theories by Experimentation (via
prototypes, software or other apparatus)
System Architecture Development (IT Sector) Quantitative Analysis (Benchmarking against
the current capabilities in industry)
Simulation Testing PLC Integration (Proportional Logic Controls)
Other: Other:
Other: Other:
Project Planning Documents & “Prototypes”: What type of planning and tracking documents will be used
in parallel with this form and what will you build or construct in the course of the project (check all that apply).
Electronic or Paper Media
Gant Charts or Other Forms of Scheduling Designs of Experiments
Resource Allocation (Budgets) Laboratory Logs / Notebooks
Time Sheets or Time Tracking System Architecture
Work Orders or Production Tickets Records of Trial Runs
Internal Progress Reports Test Protocols
Meeting Minutes Test Data
Log Books Analysis of Tests
Source Code Conclusions from Tests / Experiments
Photographs Field Notes / Logs
Video Engineer’s Logbooks
Invoices Parametric Models
Test Reports (material tests, destructive tests, etc.) Drawings
Internal Memos Others, specify
Physical Constructs
Prototype(s) Bench Scale Process
Test Apparatus Samples
Hardware (IT Sector) Scrap
Failed Components / Samples Other: Specify:
External Service Contractors: Are you planning to use outside resources (personnel, companies or services)
during the project (programming, development, testing, machining, fabrication, engineering, design, etc.) and if so,
Please list the potential companies / people and type of activity.
Using Outside Resources: Yes No
Company Person Type of Activity (Machining, programming, design, engineering,
fabrication, testing, raw materials, etc.)
Additional Information: Please include any other comments appropriate to describing the project such as patents
will be filed, funding was received (such as IRAP) or other information.