Planning Phase

This phase generally include:

  • Address the needs and expectations of the stakeholders
  • Construct/deconstruct the project
  • Plan the schedule and budget
  • Analyse the risk
  • Use a holistic approach


Planning is about the actions that respond to following questions, what are the deliverables? when do we provide them? and how much do them cost?

The key to successfully and effectively plan a project is to have a clear deliverable that responds to the goal, and fully understand resource availability/ability. 

It's very important to translate the requirements into a tangible or imaginable thing that people can relate to; this is what I call a design brief. In many cases, clients don't know exactly what they want, so it’s my job to fill in the gaps by reading between the lines and analyzing the problem. I can then set up manageable and realistic outputs for the project. In this way, all members will have the same vision throughout the process, and it becomes easier to control and communicate.

The more I know what resources are at hand, the better the plan. Some of the common questions I ask myself are; does the in-house design team have the ability to provide what client asks for and deliver on time? Should we outsource particular tasks? Considering the product life cycle, should we choose hot or cold runner injection molding? By asking many questions like these from different perspectives will help me evaluate the risk of those scenarios.