LEANODM.com | Product Assembly & Packaging Project Brief

Use this checklist to prepare a manufacturing review or quote request.
Downloading or completing this file does not submit an enquiry.

1. PRODUCT AND COMPONENTS
Product / intended use:
Drawing and specification revisions:
Component list / bill of materials:
Plastic, metal and electronic components:
Reference sample available:

2. ASSEMBLY REQUIREMENTS
Component positioning and locating features:
Housing alignment / fit requirements:
Spring, latch and other mechanical parts:
Fastening positions and sequence:
Screw type / size, fixing materials and fixture requirements:
Torque specification, verification method and required records:
Manual or automatic fastening considerations:
Moving surfaces and lubrication requirements:
Surface cleanliness and cosmetic requirements:

3. HAND-SOLDERED CONNECTIONS (WHERE APPLICABLE)
Connection drawing, wire / terminal / pad details:
Solder material and component heat limits:
Tip / tooling and temperature / time requirements to confirm:
Acceptable joint reference and defect criteria:
Required electrical / mechanical verification:

4. INSPECTION
Color, transparency and surface criteria:
Print position, accuracy and clarity:
Opening, closing and locking requirements:
Component retention requirements:
Applicable inspection criteria and reference samples:
First-piece confirmation and in-process inspection requirements:
NG segregation, rework and reinspection requirements:
Additional tests to review (do not assume included):

5. PACKAGING
Product, component and accessory set:
Individual bagging requirements:
Protection / inserts and cleanliness requirements:
Placement and arrangement:
Carton and presentation specifications:
Artwork and label requirements to review:
Packed quantity and carton count requirements:
Loose parts, tool / sharp-object control and foreign-object checks:
BIQC / final inspection scope and required customer inspection:

6. PROJECT SCOPE
Required development / molding / assembly / packing scope:
Target quantity:
Intended market:
Requested timing:
Open engineering questions:

Project scope, acceptance criteria and any external operations need to be
confirmed before production. Provide the information necessary for review;
agree how restricted drawings and customer information will be exchanged.