1. Dr. Parmigiani, This is Will Rogers. I had a couple of your classes most recently senior design (Autonomous Underwater Vehicle). The company I'm working for is having some trouble with scope creep from our customers and I was a really big fan of the way your class was setup with the signing of the customer requirements, house of quality, etc. I would like to offer it up as a starting point for a potential solution at my company and I was hoping you might be able to send me a few PDFs with good examples of how various teams wrote their customer requirements and house of quality so I can show a variety of options. If you don't have some favorites and want to just send me a clump I can sort through them myself. Thanks, Will Rogers (student, ME497/498, 2009/10)

2. Open minds. Open doors. TM Capstone Design Capstone Design Lecture 2 Project & Team Assignment (Funk) Team Charter (Parmigiani) House of Quality (Parmigiani) Overview CRs & Weightings Writing Requirements (Funk) Functional Decomposition (Funk) Design Research (Funk) Status Meeting 1 (Parmigiani) Progress Report 1 (Parmigiani) Background Report (Funk)

3. Open minds. Open doors. TM Team Charter The purpose of a team charter is to: Identify the Project Manager Define the team’s goals& strategies to achieve them Identify the team’s strengths and potential weaknesses Specify strategies for overcoming challenges that may arise Formalize and document team members’ agreements and commitments Guidelines & Template on web site Bring completed charter to Status Meeting 1

4. Open minds. Open doors. TM House of Quality Purpose in Capstone Design Provides a concise diagram of project requirements Translates vague, imprecise requirements from sponsor into measurable specifications (CRs and ERs) Prioritizes project requirements and provides grading criteria for winter term (Weightings) Documents specifically how the implementation will be tested (Testing Plans) Documents, concisely, how the specified design meets requirements (Design Links) Documents agreement of faculty advisor, sponsor mentor, course instructor, and student team (Signatures) If HoQ is new to you, see The House of Quality by Hauser and Clausing (available on course web site)

5. Open minds. Open doors. TM HoQ: Components Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ERs) CRs Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor: Modification of HoQ from Hauser and Clausing (ME 382) Use this format for your project’s HoQ A HoQ template will be provided Let’s have a look at each component of this HoQ …

6. Open minds. Open doors. TM Approvals Indicates agreement of what is to be accomplished and how it will be tested No credit for unapproved HoQ Complete, fully approved HoQ is required to take ME498-001 / IE 498 It may take several days to obtain signatures from out-of-town sponsors HoQ is the contract between you, the sponsor, and MIME of what must be accomplished. It is the most important document in Capstone Design! Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

7. Open minds. Open doors. TM Customer Requirements (CRs) A complete listing, in the “language of the sponsor”, of what must be done Each CR deals with one concept (e.g. don’t group “Small” and “Lightweight”) Example: “Device must be lightweight” One sponsor requirement may generate several CR’s (e.g. “Portable”) Must be approved by team, sponsor mentor, faculty advisor, course instructor Project scope defined in CR's... pay close attention! Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

8. Open minds. Open doors. TM Weightings Indicate relative importance of each CR (greater weighting  more important) Total of 250 points to distribute among CRs (i.e. sum of all weightings = 250) Example: “Device must be lightweight” given weighting of 50. Low Technical Effort (LTE) CRs: Not given numerical weighting, but must be met. Must be approved by team, sponsor mentor, faculty advisor, course instructor Very important in grading Evaluation 1 and Evaluation 2 in winter term Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

9. Open minds. Open doors. TM Engineering Requirements (ERs) Define CRs in terms of technical, measurable specifications Generated from Customer Requirements (One CR may generate several ERs) Ex.: CR “Device must be lightweight” maps to ER “Weighs less than 20 lb” Used in specifying and evaluating design concepts Must be approved by team, sponsor mentor, faculty advisor, course instructor Ability to properly test and satisfy ERs constitutes 50% of winter term grade Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

10. Open minds. Open doors. TM Target (w/ tolerance) The Target is the design-to value for an ER (value to use in calculations) The Tolerance (+/- value, <>, etc.) defines the amount of permissible variation Example: ER “Weighs less than 20 lb” has Target “15lb”, Tolerance “<20lb” ER satisfied if test result = target value within tolerance Must be approved by team, sponsor mentor, faculty advisor, course instructor Don’t use the extreme-permitted ER value as the design-to value! Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

11. Open minds. Open doors. TM Testing Plan A technically convincing description of how an ER will be proven to be satisfied A number in the HoQ corresponds to a textual description later in the report Example: ER “Weighs less than 20 lb” might have TP “Place on certified scale” Every ER must have a corresponding test plan Must be approved by team, sponsor mentor, faculty advisor, course instructor Think about feasibility, you must execute the plan exactly as you specify! Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

12. Open minds. Open doors. TM Design Link A one paragraph description of how the design meets an ER A number in the HoQ corresponds to a textual description later in the report Example: ER “Weighs less than 20 lb” has DL “ … fabricate with aluminum …” Every ER must have a corresponding design link Must be approved by team, sponsor mentor, faculty advisor, course instructor DL’s should arise naturally from your design process Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

13. Open minds. Open doors. TM Penalty Deductions from Evaluation 1 and/or Evaluation 2 scores Incurred due to winter term, partially unjustified, changes to HoQ Examples given in lecture 1, during petition discussion HoQ-change requests in winter term are via petition process (lecture 1) Penalty is determined by course instructor associated with your project Avoid penalties by giving careful thought to the HoQ in fall term! Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

14. Open minds. Open doors. TM Evaluation 1 E1 measures extent to which the "build" is done and testing can begin Must be able to fully execute testing plan (passing test not required for E1) Must be good-faith effort to pass test E1 grade is based on CR weightings Can execute testing plan for all ERs mapped to a CR, E1 score for CR = weighting Can't execute testing plan for all ERs mapped to CR, E1 score for CR = zero Must be able to test all ERs mapped to LTE CRs to conduct E1 (else E1 grade = zero) E1 grade = sum of scores (zero to 250 points), 25% of winter term course grade Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor:

15. Open minds. Open doors. TM Customer Requirements WeightingPenalty E1 Score E2 Score Engineering Requirements (ER's) CR's Target (w/ tolerance) Testing Procedure (TP#) Design Link (DL#) Approval (print name, sign, and date): Team member 1:Faculty Advisor: Team member 2:Sponsor Mentor: Team member 3:Course Instructor: Evaluation 2 E2 measures extent to which CR’s are met Must be able pass tests E2 grade is based on CR weightings Pass tests (w/ tolerance) for all ERs mapped to a CR, E2 score = weighting Don't pass tests for all ERs mapped to CR, E2 score = zero Must pass tests for all ERs mapped to LTE CR’s to conduct E2 (else E2 grade = zero) E2 grade = sum of scores (zero to 250 points), 25% of winter term course grade

16. Open minds. Open doors. TM HoQ: Timeline Part 1*: CR's and Weightings due week 3 fall term Include in Background Report Part 2*: ER’s, Targets, and Tolerances due week 5 fall term Include in Preliminary Proposal Part 3*: Testing Plan and Design Links due week 10 fall term Include in Final Proposal Any element of the HoQ can be changed, with approvals (all signatures), in fall term without penalty Any changes made during winter term will still require approvals but may incur a penalty (as discussed last lecture) * Each part requires signatures of students, mentor, advisor, and instructor

17. Open minds. Open doors. TM House of Quality Example Original requirement from Sponsor  Portable Customer Requirement  One person can easily carry across a room Weighting  20 Engineering Requirements  Weighs 12” (3 ER’s) Target  15 lb, largest dimension of 10” Tolerance  +5/-15 lb, +2/-10" OR < 20lb, < 12" (include units!) Test Plan (Summary, you’ll need more detail)  1. Weigh, 2. Inspect for sharp edges, 3.Measure Design Link (Summary, you’ll need more detail)  1. Material selection, 2. Fabrication method, 3. Component sizing Customer Requirements WeightPenaltyE1 E2E2 Engineering Requirements (ER's) Weight < 20 lbs No sharp edges No dimension > 12” One person can easily carry across a room 20XXX Target (w/ tol.) 15 lb < 20 lb - 10” <12” TP#123 DL#123

18. Open minds. Open doors. TM Requirement from Sponsor  All control knobs labeled in English, German, and French Customer Requirements  All control knobs labeled in English, German, and French Weighting  LTE (Low Technical Effort) Engineering Requirements  All control knobs labeled in English, German, and French Target & Tolerance  N/A Test Plan (Summary)  4. Professor from German / French depts. verifies labels meet needs Design Link (Summary)  4. Describe how label material selection and size are appropriate House of Quality Example Customer Requirements WeightPenaltyE1E2 Engineering Requirements (ER's) Weight < 20 lbs No sharp edges No dimension > 12” All control knobs labeled in English, German, and French One person can easily carry across a room 20XXX All control knobs labeled in English, German, and French LTEX Target (w/ tol.) 15 lb < 20 lb - 10” <12” N/A TP#1234 DL#1234

19. Open minds. Open doors. TM Requirement from Sponsor  Water flow rate of 10 cu-in / min Customer Requirements  Water flow rate of at least 10 in 3 /min within 1 sec. of activation, never a flow rate greater than 20 in 3 /min (2 CRs) Weighting  30, 35 Engineering Requirements  Flow > 10 in 3 /min within 1 sec, Flow < 20 in 3 /min (2 ERs) Target  12 in 3 /min in 0.8 sec, maximum flow of 17 in 3 /min. Tolerance  >10 in 3 /min, <1 sec, <20 in 3 /min Test Plan (summary)  5. Using flow meter and timing device, measure flow rates. Design Link (summary)  5 & 6 Describe how piping, pump, and valve selection satisfies these ERs Customer Requirements WeightPenaltyE1E2 Engineering Requirements (ER's) Flow > 10 in 3 /min within 1 sec Flow < 20 in 3 /min Flow rate of at least 10 in 3 /min within 1 sec 30X Flow always < 20 in 3 /min35X Target (w/Tol) 12 (>10) in 3 /min in 0.8 (<1) sec 17(<20) in 3 /min TP#55 DL#56 House of Quality Example

20. Open minds. Open doors. TM Status Meeting 1 One-on-One meeting between team and instructor ~ 10 minutes Schedule will be available on web site Next week (week 2) Purpose is to discuss early progress (or lack of …) on project Address problems early!

21. Open minds. Open doors. TM Status Meeting 1 What you need to bring: Completed Team Charter (template on web) Draft of HoQ Part 1 CRs Weightings Outline of Background Research Preliminary findings Plan for remainder Results of meeting / discussion with Sponsor Mentor Failure to conduct a satisfactory status meeting will result in a 35 point penalty

22. Open minds. Open doors. TM Progress Report 1 Oral presentation by one team member to a subset of the class ~ 5 minutes Each student will present at least once this term … you decide order Progress report 1 occurs in week 3 A schedule will be posted on the course web site A template will be provided on the course web site 100 course points, individual grade

23. Open minds. Open doors. TM Purpose Feedback from your instructor and peers. Instructor evaluation of progress A project update for your faculty advisor and sponsor mentor (Slides must have stand-alone value) Slide requirements Slide titles = bold headings in the CONTENT section of rubric Slide content = CONTENT section of rubric Slide footer w/ name, date, project name, project number Follow prescribed format closely (e.g. only 4 slides) Presentation Bring to class on USB (need to load fast) Timed Must attend entire 30-minute block Progress Report 1

24. Open minds. Open doors. TM Delivery is worth 20% of grade (20 pts) Same criteria for all Progress Reports Progress Report 1

25. Open minds. Open doors. TM Progress Report 1 content 80% of grade (80pts) Content different for each Progress Report Progress Report 1