EPICS Conceptual Review Template Notes:
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Use the template as a guide to preparing your
presentation….you may add, subtract, or rearrange as
needed to tell your project’s story.
Information about how to use the templates will be
written in italics, whereas content suggestions, prompt
questions or examples of slide titles are in normal text.
Use actual project/prototype or pictures as much as
possible in the presentation instead of describing the
project with words.
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EPICS Conceptual Review Template Notes, cont.
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You can use other templates/designs for your slides. Just
make sure they are readable when displayed on the
projector (especially if using a colored background or
different colored text).
Each slide should include: team and/or project name and
page number.
The name/logo of your sponsor should be included at
least once during presentation.
If you use this template, make sure you insert team and
project name where indicated in template.
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Team Name (Acronym)
Design Review
Date
Location
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Agenda
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It’s always good to give reviewers the structure of the
review and how many projects
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Overview of community partner
Overview of team
Project 1
Project 2
Project 3
Open Discussion
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Insert Team Name Here
Insert Sponsor
Name/Logo Here
4
Project Partner: Name
Background information such as:
 Your project partner’s mission and who they serve
 Summary of the activities the project partner engages in
to fulfill their mission
 How does your team support the work of your project
partner?
 Note: If your team has different Project Partners for
each project, this information should be moved to within
the project sections.
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Team Overview: Organization
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Insert a team organization chart, showing the
team leader(s), projects, project leader(s), and
how all of the team members are distributed
between projects (see example below)
Team Leader
Project 1
Project 2
Project 3
Project Leader Project Leader Project Leader
Team Member Team Member Team Member
Team Member Team Member
Team Member
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Project #1
Insert conceptual
diagram/picture/photo/clip art of your
project here
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Insert Project
Name Here
Introduction
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Identification of team members, including major
and year
This information helps reviewers to gauge the
questions and comments.
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Project Identification
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Insert Project
Name Here
What is the need that is being addressed? (Note: this
information is the same as what you are gathering for Project
Charter.)
 What was the motivation for the project? (e.g., what
device, tool, or process is the project partner currently
using?)
 What goal or end are you trying to achieve with the
project? How will project improve current situation?
 Who are the stakeholders?
 What is the overall timeline for the project?
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Specification Development
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Insert Project
Name Here
What is the context in which the project is situated?
Background research
 What else is out there that can/is used to address this problem?
How well do the available solutions meet the Project
Requirements?
 A table is a good way to summarize and compare this
information.
What are the needs/characteristics of the various stakeholders?
(Stakeholder profiles)
 How will the various stakeholders interact with the project?
(User scenarios)
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Specification Development, cont.
Insert Project
Name Here
What prototypes and mock-ups were created and what feedback
did you receive from each?
 How users will interact with project (task analysis and user
scenarios)
Based on information gained from these activities…
 What are the customer requirements/specifications and the
evaluation criteria? (A table is a good way to organize this
information.)
 Gate 2 review: Does Project Partner and advisor agree that team
has identified “right” need and no existing commercial projects
meet design specifications?
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Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Conceptual Design Overview
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Insert Project
Name Here
What process did you use to explore the design
space and generate multiple solutions? How was
the Project Partner included in this process?
What are the different design concepts that you
considered? What prototypes or mock-ups do you
have to demonstrate these?
Did the requirements/specifications change during
this process?
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Conceptual Design Overview, cont.
Insert Project
Name Here
What analysis or proof-of-concepts tests were
completed as part of this phase?
 How did you evaluate the different approaches and
select the “best” one to move forward?
Gate 3 review…
 Does the Project Partner and advisor agree that
team has explored multiple solution options and
selected the best solution to move forward?
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Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Project Overview
Insert Project
Name Here
If appropriate, include an overview of the system.
 Systems overview (what are the major subsystems
and how are they connected?)
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If project has progressed beyond this point, then
should consult “Design Review Presentation
Template” for guidance on what to include.
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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EPICS Conceptual Review Template Notes, cont.:
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Other aspects you may want to include in your
presentation:
 Issues/problems encountered
 Specific items you want feedback on
 Risk areas
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Project design
Project management
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Budget Information
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Insert Project
Name Here
Overall project budget (all semesters)
Costs to date (prior semesters and this semester)
Anticipated future costs
Development versus “production” cost.
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How much you have spent developing this prototype
or first version versus how much it would cost to
replicate? If appropriate, can address cost of
producing larger quantities.
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Insert Project
Name Here
Discussion of future plans
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Work to be completed this semester and detailed
plans for accomplishing this work.
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Work on the project to be completed in future
semester and plans for accomplishing this work.
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Show Gantt chart for rest of the semester
Show overall timeline of project again showing how
and when this will be accomplished.
Estimated delivery date.
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Questions?
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If you have specific questions for reviewers, you
should make those clear. Otherwise,
Also allow time for reviewers to complete
evaluation sheets, or at least notes that they can
use to complete evaluation sheets later.
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Project #2
Insert conceptual
diagram/picture/photo/clip art of your
project here
Repeat as needed for additional
projects….
DELETE this box when editing this slide.
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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