EPICS Design 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 Design 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
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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 Background
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Insert Project
Name Here
What is the story of your project? (Note: the Project Charter
should have this information.)
 When did project begin? (Overall timeline)
 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?
 Who are the stakeholders?
 What is the context of the project?
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Insert Project
Name Here
Design Requirements
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Project/customer requirements: what is the
project required to do?
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Where did the requirement come from?
How will you know when you have met them?
Has it been met?
Requirements should be measurable.
A table is a good way to organize this
information.
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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Project Overview
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Insert Project
Name Here
Systems overview (what are the major subsystems
and how are they connected?)
Operational overview (how will the stakeholders
interact with the device or process?)
What is the focus of this design review? (What
part(s) of the system or design process are
included in the review?) What needs to be
reviewed?
Insert Team Name Here
Insert Sponsor
Name/Logo Here
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EPICS Design Review Template Notes, cont.:
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The next slides should provide more detail information
on the design decisions and the process used to reach
those decisions related to the aspects of the project that
are being reviewed.
Types of things to show and discuss:
 Subsystem requirements and specifications and how
they will be evaluated
 Prototypes and mock-ups
 Block diagram, circuit diagrams, and CAD models
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EPICS Design Review Template Notes, cont.:
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Types of things to show and discuss, cont.
 Summary of analyses that have been completed
 Constraints being considered
 Ideas considered & rationale for design
decisions made
 Results from preliminary testing
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EPICS Design Review Template Notes, cont.:
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Types of things to show and discuss, cont.
 Issues/problems encountered
 Specific items you want feedback on
 Risk areas
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Project design
Project management
Gate reviews: Decisions to move from one
phase to the next
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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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EPICS Design Review Template Notes, cont.:
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If delivering this semester, you should also include:
 Maintenance Plan
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User Training
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Discuss plans for maintaining project out in the field
Include schedules, estimated costs, etc
Discuss how the users will be trained to use the project
Include a plan for training with estimates of time/cost/etc
Field readiness/testing
Bill of Materials
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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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