UNIT 3: MAJOR PROJECT - I
3.1 Project Initiation & Definition
3.1.1 Identifying and Articulating the Core Problem Statement
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A clear, concise description of the fundamental issue the project aims to solve.
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Characteristics: Specific, focused, addresses a real need, and sets the project's context.
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Format: Often starts with "The problem addressed in this project is..." or "This project seeks to solve...".
3.1.2 Formulating Clear, Measurable, and Achievable Project Objectives
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Objectives define what will be accomplished by project end.
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SMART Criteria is the gold standard:
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Specific
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Measurable
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Achievable
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Relevant
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Time-bound
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[!TIP] Avoid vague objectives like "improve performance." Use: "Increase the thermal efficiency of the prototype by at least 10% within 6 months."
3.1.3 Defining Project Scope, Deliverables, and Boundaries
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Scope: The total work required to deliver the project outcomes.
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Deliverables: Tangible or intangible outputs (e.g., a working prototype, a software application, a detailed report, a research paper).
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In-Scope vs. Out-of-Scope: Explicitly list what is and is not included. This prevents "scope creep."
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Example (In-Scope): Design and fabricate a single-axis solar tracker.
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Example (Out-of-Scope): Commercial-scale manufacturing or weatherproofing for outdoor installation.
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3.1.4 Conducting Preliminary Feasibility Analysis
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Assesses practicality before full commitment. Three key lenses:
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Technical Feasibility: Do we have/ can we acquire the required technology, skills, and equipment?
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Economic Feasibility: Cost-benefit analysis. Is the project financially viable? (Basic ROI, Payback Period).
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Operational Feasibility: Will the solution be usable and maintainable in its intended environment?
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3.1.5 Stakeholder Identification and Analysis
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Stakeholders: Any person/group with an interest or influence (Supervisor, Industry Guide, End-User, Funding Body, Lab Technician).
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Analysis Tool: Power-Interest Grid
| High Power, High Interest | Manage Closely (Key Players) | | :--- | :--- | | High Power, Low Interest | Keep Satisfied | | Low Power, High Interest | Keep Informed | | Low Power, Low Interest | Monitor (Minimal Effort) |
3.2 Literature Survey & Technical Background
3.2.1 Systematic Literature Review (SLR) Methodology
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A structured, reproducible method to identify, select, and synthesize existing research.
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Steps: 1) Define Research Question(s), 2) Develop Search Strategy (keywords, databases), 3) Set Inclusion/Exclusion Criteria, 4) Conduct Screening, 5) Extract Data, 6) Synthesize Findings.
3.2.2 Identifying Key Theories, Models, and State-of-the-Art
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Go beyond description. Identify:
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Foundational theories governing your domain.
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Established models for analysis/design.
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Cutting-edge technologies or recent breakthroughs (last 3-5 years).
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3.2.3 Critical Analysis and Synthesis
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Analysis: Compare/contrast different studies. Note strengths, weaknesses, and contradictions.
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Synthesis: Combine insights from multiple sources to create a new, overarching understanding. Identify trends and patterns.
3.2.4 Identifying Research Gaps & Justifying Novelty
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Gap: An unanswered question, an unaddressed problem, or a limitation in existing literature.
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Types: Knowledge gap, methodological gap, population gap, practical application gap.
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Justification: Explicitly state: "While [Author X] achieved Y, they did not consider Z. This project addresses that gap by..."
3.2.5 Compiling a Comprehensive Bibliography
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Use a consistent referencing style from the start.
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Common Styles: IEEE (Engineering), APA (Sciences/Social Sciences), Chicago (Humanities).
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Use reference management software (Zotero, Mendeley, EndNote) from day one.
3.3 Project Planning & Management
3.3.1 Work Breakdown Structure (WBS) Development
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A deliverable-oriented hierarchical decomposition of the total work.
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Rule: 100% Rule – The WBS includes 100% of the work defined in the project scope.
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Levels: Typically 3-4 levels (Project -> Major Deliverables -> Sub-deliverables -> Work Packages).
Level 1: Major Project (e.g., Design Solar Tracker) Level 2: Major Deliverable (e.g., Mechanical System) Level 3: Sub-Deliverable (e.g., Frame & Mount) Level 4: Work Package (e.g., Cut & Weld Aluminium Tubes)
3.3.2 Project Scheduling: Gantt Charts, Milestones, Phase Gates
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Gantt Chart: Bar chart showing task durations, dependencies, and schedule.
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Milestone: A significant point or event in the project (e.g., "Prototype Completion," "First Test Run"). No duration.
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Phase Gate: A formal review point at the end of a phase where a decision is made to continue, modify, or stop.
3.3.3 Resource Allocation
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Resources: People, equipment, software, lab space, budget.
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Tool: Responsibility Assignment Matrix (RAM) / RACI Chart
| Task | Responsible (R) | Accountable (A) | Consulted (C) | Informed (I) | | :--- | :--- | :--- | :--- | :--- | | Circuit Design | Student | Supervisor | Lab Tech | Industry Guide |
3.3.4 Risk Assessment and Mitigation Planning
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Risk Register: A living document listing identified risks.
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Risk Matrix (Probability-Impact Matrix):
| Impact \ Probability | Low | Medium | High | | :--- | :--- | :--- | :--- | | High | Medium | High | High | | Medium | Low | Medium | High | | Low | Low | Low | Medium |
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Mitigation Strategies: Avoid, Transfer, Mitigate (Reduce), Accept.
3.3.5 Introduction to Project Management Tools
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Scheduling: Microsoft Project, Smartsheet.
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Collaboration/Tracking: Trello, Asana, Jira.
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Version Control (CRITICAL for code/thesis): Git (with GitHub/GitLab/Bitbucket).
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[!TIP] Start using Git from day one for all documents and code. Commit messages should be meaningful (e.g., "feat: add literature review section 2.1").
3.4 Methodology & Preliminary Design
3.4.1 Selection & Justification of Methodology
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Choose based on project type:
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Experimental: To validate a hypothesis or measure performance (e.g., testing material strength).
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Analytical: Using mathematical/physical models for prediction (e.g., FEA, CFD).
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Simulation: Using software to model a system (e.g., MATLAB/Simulink, ANSYS).
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Design-Based/Prototyping: Iterative creation of a product/system (e.g., CAD design, 3D printing).
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3.4.2 Detailed Description of Proposed Methods
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Step-by-step procedure. Be precise enough for someone else to replicate.
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Include: Equipment list with models, software versions, experimental parameters (range, steps), data collection frequency.
3.4.3 Conceptual and Preliminary Design
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Conceptual Design: Block diagrams, system architecture diagrams, rough sketches exploring solutions.
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Preliminary Design: More detailed schematics, CAD models, flowcharts. Defines major components and their interconnections.
3.4.4 Specification of Required Materials & Equipment
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Create a Bill of Materials (BOM) with part numbers, quantities, estimated costs, and sourcing information.
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List software licenses and hardware specifications needed.
3.4.5 Defining Success Criteria & Metrics
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Quantitative measures to evaluate if objectives are met.
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Examples: Efficiency (%), Error Rate (%), Tensile Strength (MPa), Processing Time (s), User Satisfaction Score (1-5).
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Must be directly traceable to the project objectives.
3.5 Technical Execution & Preliminary Results (Phase-I Focus)
3.5.1 Setup of Experimental/Development Environment
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Document the setup: hardware configuration, software installation, calibration procedures, safety checks.
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Take photos/diagrams of the setup for the report.
3.5.2 Conducting Initial Experiments, Simulations, or Prototyping
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Execute the first few planned tasks. Focus on proof-of-concept.
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Goal: Validate that the basic methodology works and the system behaves as expected at a fundamental level.
3.5.3 Collection and Organization of Raw Data
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Establish a data management plan: File naming convention, folder structure, metadata (what, when, who, conditions).
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Use lab notebooks (physical or electronic) for immediate recording.
3.5.4 Preliminary Analysis & Validation
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Perform basic analysis: plots, averages, standard deviation.
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Validation: Compare initial results with theoretical predictions or literature values. Do they make sense? Identify obvious anomalies.
3.5.5 Troubleshooting and Iterative Refinement
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Document all failures and troubleshooting steps. This is valuable data.
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Use findings to refine the methodology, design, or parameters for the next iteration.
3.6 Documentation & Reporting
3.6.1 Structure of a Standard Project Report/Thesis Proposal
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Typical Chapters: 1. Introduction, 2. Literature Review, 3. Methodology, 4. Preliminary Results & Discussion, 5. Conclusion & Future Work, References, Appendices.
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Proposal emphasizes Chapters 1-3 in detail, with a clear plan for 4 & 5.
3.6.2 Technical Writing Principles
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Clarity: Use simple, direct sentences. Define acronyms on first use.
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Precision: Use exact numbers and units. Avoid "very," "some," "approximately" unless qualified.
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Objectivity: Report facts and data. Use passive voice for methods ("The sample was heated...") but active for conclusions ("We observed...").
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[!TIP] Write for a technically competent but not necessarily expert reader. Assume they know basics but not your specific project.
3.6.3 Effective Use of Figures, Tables, Equations
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Figures (Graphs, Photos, Diagrams): Must have a numbered caption (e.g., Fig. 3.1) and be referenced in the text. Axes must have labels and units.
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Tables: Present numerical data efficiently. Title above table. Use clear column headers.
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Equations: Numbered sequentially (e.g., (3.1)). Define all symbols immediately after.
3.6.4 Drafting Key Sections
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Introduction: Problem -> Gap -> Objective -> Report Structure.
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Literature Review: Synthesized themes, not an annotated bibliography. End with "Thus, the gap this project addresses is..."
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Methodology: Detailed, replicable description. Use diagrams (flowcharts, schematics).
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Preliminary Results: Present data, provide brief interpretation, state if it validates the approach.
3.6.5 Version Control & Progress Documentation
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Version Control (Git): Track all changes. Use branches for major edits. Commit logically.
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Logbook/Journal: Daily or weekly record of: Tasks done, observations, problems, decisions, next steps. Essential for defense and report writing.
3.7 Research Ethics, Safety, and Professionalism
3.7.1 Research Integrity
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Plagiarism: Presenting others' work as your own. Cite everything that is not common knowledge or your own result.
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Data Fabrication/Falsification: Never invent or manipulate data.
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Authorship: Only include contributors. Discuss authorship order early for potential publications.
3.7.2 Laboratory/Workshop Safety Protocols
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Complete mandatory safety training.
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Know Material Safety Data Sheets (MSDS/SDS) for all chemicals.
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Use Personal Protective Equipment (PPE) as required (safety glasses, gloves, coat).
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Conduct a Job Safety Analysis (JSA) for new or risky procedures.
3.7.3 Ethical Considerations in Data Collection
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If using human subjects, obtain informed consent and get approval from an Institutional Ethics Committee (IEC)/IRB.
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Ensure data privacy and anonymity if collecting personal/sensitive data.
3.7.4 Intellectual Property (IP) Awareness
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Patentable: New, useful, non-obvious process/machine/composition.
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Copyright: Protects expression (report, software code).
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Disclose any potentially patentable invention to your institution's Technology Transfer Office (TTO) immediately.
3.7.5 Professional Conduct
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Maintain regular, proactive communication with your supervisor (scheduled meetings, progress emails).
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Be respectful and collaborative with peers and lab mates.
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Meet agreed deadlines. If delayed, communicate early with a recovery plan.
3.8 Presentation and Defense Preparation
3.8.1 Designing Effective Presentation Slides
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Structure: Title, Problem/Objective, Literature Gap (1 slide), Methodology (2-3 slides), Preliminary Results (2-3 slides), Conclusion/Future Work, Q&A.
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Rule of 3: Max 3 main points per slide. Use high-quality visuals (graphs, diagrams, photos) over text.
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Storytelling Arc: Setup problem -> Show your solution -> Present evidence -> Conclude significance.
3.8.2 Preparing a Compelling Oral Presentation
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Elevator Pitch (30 sec): "My project develops [X] to solve [Y problem], using [Z method]. Early results show [A]."
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Practice: Time yourself. Rehearse transitions. Speak clearly, not too fast.
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Prepare backup slides for likely deep-dive questions.
3.8.3 Anticipating Potential Committee Questions
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Common Categories:
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Rationale: "Why this problem? Why this method?"
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Limitations: "What are the weaknesses of your current approach?"
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Feasibility: "Can you realistically achieve Objective X with your resources?"
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Novelty: "How is your work different from [Paper Y]?"
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Future Work: "What is the next logical step?"
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3.8.4 Practice Sessions & Feedback
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Present to your supervisor and peers multiple times.
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Actively solicit feedback on: clarity of explanation, slide design, pacing, and answers to questions.
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Record yourself to spot verbal tics ("um," "like").
3.8.5 Submission of Final Documents
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Ensure the Project Proposal Document is polished, formatted correctly, and proofread.
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Submit slides and any required forms well in advance of the deadline.
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Have a printed copy of your proposal and key slides for the defense committee.