You do not need finished CAD to start an industrial design discussion. A sketch, an existing product or a clear problem can be enough. The useful starting point is knowing what the next stage must help you decide.
This guide is for physical products. It helps you separate design development from a prototype build and compare proposed scopes. It is a preparation tool, not a fixed price, a guaranteed deliverable list or evidence of a completed BDWY project.
Describe the product and its user
Write who will use the product, where they will use it and the task it must help them complete. For a hand-held object, explain the environment, grip, use time and cleaning needs before listing features. Mark assumptions as open questions. A sketch with clear notes is more useful than a polished rendering that hides unknowns.
Separate fixed constraints from preferences
List target dimensions, existing components, connection points, material limits, planned manufacturing method, budget range and any regulatory needs. State which items are confirmed and which can change. If a component is not selected, say so. Do not treat an untested dimension as a fixed design requirement.
Share the current files and revision
Collect sketches, photographs, research notes, dimensions and any CAD in one file link. Identify the current revision, units, format and whether the model is editable. Explain what you want to learn from each reference product. Agree confidentiality and access before sending sensitive files.
Choose the first decision
If the form is open, a concept stage can compare directions. If handling is uncertain, a simple volume model may help. If approved CAD exists and you need a physical model, start with a prototype quote. A functional test needs its own test conditions and pass criteria. Ask the proposal to say what this stage will leave unresolved.
Define approval and handoff
Name the person who approves the work and the criteria they will use. Agree the review points, included revisions and expected files. A drawing, an editable CAD model, an appearance model and a working prototype are different deliverables. Manufacturing, certification and specialist engineering need explicit scope.
Plan a remote project
Give your time zone, budget range, review contact and required date. For a physical delivery, include its destination and distinguish dispatch from arrival. Ask who handles packing, transport and any customs steps. Review images or calls can support decisions, but they do not replace a test that needs the object in hand.
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