Planning For Performance Worksheet
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Client                CMG        PROJECT ANALYSIS PHASE
o                        o
                Review project requirements
                           o
                 Do any initial motor sizing
o                        o
                 Agree on control topology
                           o
                 Provide proposal
                                                - complete description
                                                - initial time estimates, resource mix
o                                            Accept proposal, order system engineering (Phase I)

                                         PHASE I - SYSTEM ENGINEERING
                            o
                Complete a Proof-of-Concept, if proposed
o
         and          o                Develop a written specification
o         
or           o                Provide open facility
                            o
                Design system
o
                                            Approve design and updated time/cost estimates
                            o               
Invoice for Phase I system engineering time
o
                                           Order Phase II and Phase III (if desired)

                                        PHASE II - BUILD FIRST SYSTEM
o
                                          Order major system components
o          
or          o                Provide open facility
o          
or          o                Build mechanics
o
           or          o                Build and wire control panel
o          
or          o                Write software
o        
and          o                Test system
  
                         o                Document system
o        
and          o                Qualify/approve system
                            o
                Invoice for Phase II time and minor components

                                         PHASE III - INSTALLATION
o         and           o               Install & wire system
                             o
               Provide startup assistance
o                          o
               Help with trouble shooting
  
                          o               Provide training on system operation, maintenance
o         
and          o               Project evaluation
  
                          o               Invoice for Phase III installation time and expenses

                                         PHASE IV - ADDITIONAL IDENTICAL SYSTEMS
                            o                Provide firm-price quotation
o                                           
Order additional identical systems (limited numbers)