PROPOSED PROJECT TITLECompany, Principal Investigator, Phone, Email

Contract Cost

Short term goals: what will be accomplished or delivered in this contract

Long term goals: where will this lead in the next 2-5 years

Content of Presentation Penta Chart: WHAT is the innovation? WHY is it important? HOW does your proposed product or development

advance or replace the “State of the Art”? WHO is the Customer? WHEN can you achieve the proposed results?

Quantitative Goals and Success Criteria Work Tasks/Costs/Level of Effort Customer engagement plan Project Plan and Schedule Transition plan

Questions / Discussion and backup slides

thematicimage

1

2

First item planned. Add more text as necessary.

Second item planned. Add more text as necessary.

•Add other points as necessary

Topic/project/effort description

First key insight. Add more text as necessary.

Second key insight. Add more text as necessary.

•Add other points as necessary

A sentence why it is important/useful

MAIN ACHIEVEMENT (your Innovation..

Product or Development):

Placeholder explanatory text. Replace with text and diagrams as necessary.

HOW IT WORKS:

Placeholder explanatory text paragraph. Replace with text and diagrams as necessary.

ASSUMPTIONS AND LIMITATIONS:

• Limitation or assumption

• Another limitation or assumption

Primary answer here. Add more text as necessary.

•First bullet point

•Additional as necessary

Primary answer here. Add more text as necessary.

•First key point

•Additional as necessary

What is the state of the art and what are its limitations? (DELETE THIS BOX OF TEXT AND INSERT DIAGRAM(S)

What are the key new insights? (REPLACETHIS BOX AND INSERT DIAGRAM(S))

CHARACTERIZE THE QUANTITATIVE IMPACT (DELETE THIS BOX OF TEXT AND INSERT TABLE, GRAPH, OR OTHER SUITABLE VISUALIZATION)

What are the end-of-phase goals?(REPLACE WITH DIAGRAM/TEXT/THRESHOLD CRITERIA)

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[ PROJECT-NAME ] ACHIEVEMENT

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Company: Contact: Email: Phone:

Why is this innovation important?

Is there one or more maritime military requirements or unrealized

needs for this technology? (List in order of specificity / priority):

1st (Specific program point-of-contact with project need, Program of

Record, funded work, relevance of your endorsements..)

2nd (Class or regime of service programs or project needs, proposed or

unfunded requirements, relevance of your endorsements..)

3rd (Strategic investment addressing unrealized needs for maritime

military requirements/technology, relevance of your endorsements..)

4th (General benefit, wider application or endorsements)

3

State of the Art

Describe the state of the art and the state of the practice

Identify other individuals and research groups who are working on

the problem (including alternative approaches)

Describe the ways in which your project will advance current

knowledge and practice

Describe the technical challenges

Additional detail slide (or two… mindful of existing content already

submitted in your written proposal, and time limits on presentation!)

4

Scientific Details

Technical advancement sought

How it will be achieved

Special tools

Analytical methods

Expectations

Potential issues

Include descriptive graphs/images

graphic

graphic

5

Scientific / Technical Information

Who is the Customer?

Hint: Not CEROS!

Source and content of your project endorsement(s).

Envisioned nature of customer relationships:

Short term: During and immediately following CEROS-funded support

Long term: 2-5 years following completion of CEROS-funded support

Other sources of support, or related efforts:

Are other non-CEROS funds or resources available now, or anticipated to result

from intermediate milestone achievements/deliverables within this proposal?

Do you have or anticipate concurrent related or dependent project work outside

of the proposed CEROS project?

6

What is your Plan?

On the slides that follow:

Define your Quantitative Goals and Success Criteria

Define your Work Tasks / Costs / Level of Effort

Define your Customer engagement plan (in association with project tasks and milestones)

Illustrate your overall Project Plan and Schedule

Describe or Illustrate your Transition plan

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Quantitative Goals and Success Criteria

Capability Current Capability

Minimum Goal

Operational Metrics

(e.g., accuracy, precision, speed, false alarm rate, weight, size, …)

(e.g., accuracy, precision, speed, false alarm rate, weight, size, …)

Affordability Metrics

(e.g., costs per unit, operation & maintenance)

(e.g., costs per unit, operation & maintenance)

TRL

Effectiveness

8

Work Tasks / Costs / Level of Effort

Task Name Description CostLevel of Effort(days/weeks)

1 Simulation

2 Analysis

3 Design

…. ….

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Customer Engagement Plan

Work Task

Milestone or Result

Person, Organization, or Venue (examples)

Form(s) of engagement

Timing

1 From task 1 Endorsement 1 Informal communication

flexible

2 … task 2 Endorsement 1+2 Written communication

task completed

…(2a) …(intra-task) Conference Abstract and presentation

date certain

3 … task 3 Endorsement 2 Written report task completed

…(3a) …(intra-task) Workshop Presentation date range..

…(3b) …(intra-task) Working Group Specifications/ requirements info

when convened..

…. …. (other) (other) etc..

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Project Schedule(1 or 2 slides)

Task, Subtasks 1 2 3 4 5 6 7 8 9 10 11 12

1  

2  

3  

4  

5  

6  

LEGEND:

Planned Start

Planned End

Planned Milestone or Deliverable

NOW

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Transition Plans Long Term Plans: what will happen to this effort, if successful, in the long term

How to Implement Plans: describe efforts to assure technology will transition

to existing or new systems

Identify transition partners. Include (in order of priority):

• Obligated funding: identify sources and funding being committed or POMed

to make this effort a real future capability

• Leveraged funds: identify and provide details of agreements with others that

support the effort now or in the future

• Partners: list organizations, individuals, email addresses… collaborating in

the effort and describe how they will participate

• Endorsements: List endorsements and indicate what future support these

parties will provide in making this effort a reality

Expected Intellectual Property (IP)

12

Q&A / Discussion

13

PROPOSED PROJECT TITLECompany, Principal Investigator, Phone, Email

Contract Cost

BACKUP & OPTIONAL SLIDES

14

Heilmeier Questions

(Think these questions through very carefully and have lucid answers prepared)

15

State of the Art:Scientific/Technical Information

graphic

graphic

(additional slides if needed)

16

Year 1 Year 2 Year 3 Year 4

Reach TRL4:

TRL 4 ComponentValidation in Lab

TRL 6 Prototype demo in relevant

environment

TRL 7Prototype demo in

operational environment

TRL 9Operationally and

mission proven

Year 5

Program A and Program B leverage CEROS funding.

Organizations and assets in position to benefit from project results and operational transition, but without firm, funded requirements:

Program of Record, funded RequirementsClass-4 Endorsement

TRL 8Integrated

operationally

Potential Interest, but no endorsements: Identify PEOs

Identify Commands Current Systems Current Products

For TRL 5-7: Add functionality, modules, capabilities

Program A $xxx KClass-1 Endorsement

CEROS $xxx K(Support Design/Planning

And Proof of concept)

Program B $xxx KClass-1 Endorsement

Ongoing support, expanded projectClass-2 Endorsement

Facilitate ongoing tests and developmentClass-3 Endorsement

Anticipated Transition PlanClass of Endorsements:

1) “We will help fund …”2) ”If successful, we will do …”3) “We will provide planes, vessels,

people and will mentor and advise.”

4) “We are interested in the outcome.”

(additional backup slides as necessary; could include data tables or graphs, endorsements, etc.)

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