A step-by-step worksheet to develop a Scope of Work that saves time and confusion & makes sure your project meets your needs.
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Patti Perspective

Patti Perspective September 2019

Hi there,

 

Do you have a lot of controls project ideas floating around in your head?  Our Initial Scope of Work guide sheet will help you define your project, which will help you estimate budget and ROI.  Don't feel like you need to complete it alone!  We can work with you to define your requirements and find the best solution.

 

In our spotlight, we have two of the tiniest people we've ever spotlit, with one big coincidence!

Initial Scope of Work Guide Sheet

Creating a Scope of Work that Saves Time and Confusion

Lots of facility engineers and facility managers walk around with a long mental list of projects. 

  • “We really should look into adding a robot there.”
  • “Ah, that alarm went off again. We should look at fixing that the next time we update that station.”
  • “I wonder how much throughput would improve if we upgraded that line.”

Sound familiar? 

 

An Initial Scope of Work Draft is a brainstorming tool.  It helps you think about your project- what you know and what you don’t know- in terms of the following areas: 

  • Purpose
  • Expected Functionality
  • Expected Outcomes
  • Specifications

As a solutions provider, it’s our job to fill in the blanks- to help you consider additional or alternative options.  This document is not intended to be a prerequisite for discussions, but rather a starting point. 

How it helps you:

Project Definition

Sitting down and thinking through each of these parts can provide clarity into how you want to define your project.  It’s amazing how much putting something in writing can make clear all the pieces that have been floating around in your head.  The clearer you are with your requirements and priorities, the better solution we can create for you.

Budgeting

By writing out your full wish list and assigning priorities to each, we can work together to figure out how wide or narrow the scope should be based on your budget.  There may also be times when certain pieces could be handled internally while other parts are handled by us, the integrator.

ROI/Justification

Sometimes you know exactly what should be done in the facility to make it run well, but you have a tough time proving the value to get the funding allocated.  We can work with you to think through all of the ways savings could be realized.  Having worked on projects like yours for over 25 years in all kinds of industries, we may think of an angle you had not considered.

Reduce Road Bumps

Clear communication is arguably the most important factor in a successful integration project.  Thinking about this information in a detailed way very early on in the process helps everyone get on the same page.  It can be harder to implement additional functionality after the project has already started, potentially causing change orders and delays.

 

If you have a project you’d like to put in the budget for next year, it might be a good idea to take a few minutes to brain dump your ideas for that project now.  This Initial Scope of Work worksheet is one way to think about defining your project.  Take a look!

DOWNLOAD THE WORKSHEET NOW

Spotlight

Our Growing Team

At the end of last month, we welcomed two tiny new team members in one week!  

 

Nick Hobbs and his wife, Kalee, welcomed Juliette on August 24.  Less than 72 hours later, Erik Pedersen, his wife Nadia, and big sister Ellie welcomed Nate on August 27.

 

Nick and Erik represent two-thirds of our business development team.  Nick works out of our Indianapolis office; Erik is based in Auburn Hills, Michigan.

 

As you can see in the pictures below, everyone is happy and healthy!  Congratulations to the Hobbs and Pedersen families!

Hobbs
SEND NICK OR ERIK A NOTE

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Attending the conference this week? Sam Hoff, CEO of Patti Engineering will be a panelist at RoboBusiness on Wednesday Oct 2 discussing 'Building a Roll Out Strategy for Robot Deployment'.

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Connie LeMarbe 

Controls Engineer Connie LeMarbe has been recognized as a 2019 CFE Media and Technology Engineering Leader Under 40 for her for her outstanding leadership qualities and significant contributions to the control engineering profession.

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pattiengineering.com, 2110 E Walton Blvd. Suite A, Auburn Hills, Michigan 48326

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