| 1 | 1a. Produce engineering project plans | 1.1 | Work safely at all times, complying with health and safety legislation, regulations and other relevant guidelines |
| 1.2 | Produce detailed engineering project plans for one of the following: • manufacturing operations • research and development • cleaning of equipment • maintenance of equipment • testing and trialling • process procedures • installation of equipment • modification or repair |
| 1.3 | Determine the scope of the project and the processes required to achieve it |
| 1.4 | Collect all the information needed to prepare the project plan |
| 1.5 | Prepare for the project planning activity by carrying out all of the following: • determine and set the aims and objectives of the project • obtain all essential information and data needed to produce the project plans • collect relevant information on the engineering requirements, operations, methods and resources • determine the availability of the resources required • ensure that health and safety regulations and safe working practices are taken into account • present the engineering plans in the appropriate formats |
| 1.6 | Determine the resources required to include five of the following: • people required who have the necessary skills and knowledge • the raw materials required (such as types of material, forms of material, amounts of material) • mechanical fasteners required (such as nuts, bolts, rivets, cable clips) • bought-in standard components required (such as bearings, electrical or electronic components, fluid power components) • equipment required (such as hand tools, power tools, machinery, lifting and handling equipment) • measuring or test equipment required (such as mechanical measuring, electrical measuring) • lifting and moving equipment required • consumable materials required (such as welding accessories, masking mediums, oil) • any outside support services required (such as material treatments like hardening or plating) • special/specific safety equipment required (such as fume extraction) |
| 1.7 | Identify the specific operations to be carried out, and determine their sequence |
| 1.8 | Produce detailed work instructions of the specific processes required, to include all of the following: • details of the drawing/specification to be used (such as drawing number, maintenance manual) • specific materials required for this part of the process/operation • the specific tools and equipment required for each operation being carried out • the specific operations to be carried out • the specific sequence in which the operations must be carried out • the specific time to produce/complete the operations • quality control checks that need to be implemented |
| 1.9 | Identify health and safety issues, and safe working practices and procedures that must be followed |
| 2 | 1b. Produce engineering project plans (continued) | 2.1 | Estimate timescales required and costs to complete the project |
| 2.2 | Prepare a detailed project plan which accurately reflects the project aims and objectives |
| 2.3 | Produce engineering project plans that include both of the following: a) The use of a Gantt Chart showing estimates of the timeframe for the project, to include all of the following: • start time of the project • outcomes to be achieved at milestones • completion date of the project b) An estimate of the likely costs of the project, to include all of the following: • material costs (to include raw, consumable, bought-in) • labour costs (based on the estimated working time and a fixed manufacturing cost figure) • overhead costs |
| 2.4 | Prepare engineering project plans that include all of the following: • the aims and objectives of the engineering project being undertaken • description of the activities to be carried out • the sequence in which the activities will take place • the documentation to be used (such as drawings, specifications, quality assurance) • tooling requirements (such as jigs, fixtures, cutting tools, moulds) • resources required • the timescales to be met • any special requirements that must be met (such as details of health and safety issues) • outcomes in terms of quality, cost and delivery (when needed) • people involved, and their responsibilities (such as decision maker, individuals that must be consulted/informed, people who can give advice) • how the project will be proved and evaluated |
| 2.5 | Ensure that project plans include any relevant regulations, standards and guidelines, including all of the following: • health and safety requirements • BS and ISO standards and procedures • company policy and procedures |
| 2.6 | Record and present the plans to the appropriate people, using the following methods: • verbal report Plus one more method from the following: • written or typed report • specific company documentation • computer based presentation |
| 2.7 | Obtain approval for the project plan from the appropriate people |
| 2.8 | Deal promptly and effectively with problems within their control, and seek help and guidance from the relevant people if they have problems that they cannot resolve |
| 3 | 2a. Know how to produce engineering project plans | 3.1 | Explain how to access information on health and safety regulations and guidelines relating to the engineering activities to be used and project plans being produced |
| 3.2 | Describe the implications of not taking account of legislation, regulations, standards and guidelines when producing the engineering project plans |
| 3.3 | Explain how to obtain information on the engineering requirements, and the type of information that is available (such as customer specifications and instructions, quality control requirements, product drawings/specification, manufacturing methods) |
| 3.4 | Explain how to access and use the appropriate information and documentation systems |
| 3.5 | Describe the types of data that should be included in the engineering project plans (such as aims and objectives of the project, activities to be carried out, sequence in which they must be carried out, timescales, resource requirements, health and safety issues) |
| 3.6 | Explain how to extract information from engineering drawings and related specifications (to include symbols and conventions to appropriate BS or ISO standards) in relation to work being planned |
| 3.7 | Describe the materials, formats, codes and conventions that are used in preparing the engineering project plans |
| 3.8 | Describe the main project planning methods and techniques in use, and what problems could occur with them |
| 3.9 | Describe the factors to be taken into account when preparing the project plans, especially those covering working conditions and safety |
| 3.10 | Describe the main types of resource involved with the various types of engineering activity (such as raw materials, bought-in components, plant and equipment, lifting and handling equipment, tooling and measuring and test equipment) |
| 3.11 | Describe the obvious (and hidden) costs of resources/activities |
| 3.12 | Describe the normal timescales for carrying out specific engineering activities, and how and why they vary |
| 3.13 | Explain how to arrive at an estimate of timescales for the project, and the need to set milestones for achievement |
| 3.14 | Explain how to estimate the likely costs of the project (including the cost of raw materials, people and overheads) |
| 4 | 2b. Know how to produce engineering project plans (continued) | 4.1 | Describe the products (or assets) involved in the activity being planned, and how to determine their availability |
| 4.2 | Describe the development of the engineering project plans (to include both master documents and working instructions, along with their purpose, content and status) |
| 4.3 | Explain how to write project plans that specify quality, cost and delivery requirements (including allocation of responsibilities and milestone targets) |
| 4.4 | Explain how to prepare the plans (to include the structure, style, clarity and compliance with relevant standards) |
| 4.5 | Describe the process used in the organisation to validate the engineering plans produced |
| 4.6 | Describe the procedures for changing the plans, and why control procedures are used |
| 4.7 | Describe the procedures and process for project plan approval, and why these procedures and processes are used |
| 4.8 | Describe the importance of maintaining records, what needs to be recorded and where records are kept |
| 4.9 | Explain why contingency plans need to be drawn up |
| 4.10 | Describe the different ways of presenting information to different people |
| 4.11 | Describe the importance of providing the right information at the right time |
| 4.12 | Describe the typical of problems that can occur during the implementation of the plan, and how these problems can be rectified |
| 4.13 | Explain when to act on their own initiative and when to seek help and advice from others |
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