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Team Roles

Resource title Roles Resource allocation

Teams
Student Design Teams Product development execution 14-18 per team (two lab sections)
System Integrators Product and team integration 1 per section, giving 2 per team
Financial Officers Managing budget 1 per section, giving 2 per team
Tool Officers Maintaining workspace 1 per section, giving 2 per team
Information Officers Interface to librarian 1 per section, giving 2 per team
Team Site Master Team project site management 1 per section, giving 2 per team
Safety Officers Product and team safety 1 per section, giving 2 per team
Task Forces Ad-hoc tasks

Defined by teams as needed

     
Course Instructor Set course vision Supports all class participants
Course TAs and Admin Assistance 3, available to all teams
Lab Instructors Technical managers 1 per section, giving 2 per team
Communication Instructors Communication consultants 1 per team
Lab Staff Prototyping experts 3, available to all teams
Librarian Aid in finding resources 1 per class
Team Mentors Project consultants 2-4 per team
Course Sponsors 2.009 Investors Gifts fund team budgets

Student Design Teams

Students on a design team are ultimately responsible for identifying a promising product direction and designing and building an alpha prototype in a manner consistent with the course vision, using their lab instructors, the course instructor, course TAs, communication instructors, librarian, lab staff, and mentors as resources. The course grading outline provides a concise summary of milestones by which success will largely be measured.

The team owns and drives their product development process and the vision for their product. The team creates and coordinates an internal structure; develops and follows a schedule for the project; and plans for how the prototype will be manufactured and assembled. The team begins by working in two somewhat independent sections, and then in the middle of the semester converges to a single concept and builds a carefully designed and well executed alpha prototype.

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System Integrators

There are two systems integrators per team (one per section). In the first lab meeting all students interested in this role should be identified. Then, each interested person should have one week in the position before a section vote is made to choose the integrator for the rest of the term. After the convergence, when the two sections reunite as one team and members decide on one product concept, it is customary for the two system integrators to continue on and cooperate in the role.

The system integrators will assume a number of coordination and integration functions during the project, from both a project management and technical design viewpoint. While they are not the owners of the design vision (the team is), they are the hub of team communication. (Note: All team members should actively share ideas, information, and feedback and not expect the SI to always elicit or motivate it.) The system integrators will have management responsibilities that include:

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Financial Officers

Each team has two financial officers (one per section) who track expenditures and monitor the project budget. The financial officers also ensure that purchases follow ethical guidelines. Team financial officers will be selected during the first team lab meeting.

Financial officers are responsible for initiating the process of purchasing project materials (team credit card or purchase order) and reimbursements. The financial officers will have a team credit card in their name.

Financial officers are expected to keep receipts, keep an accounting ledger for the project, and be prepared to provide a budget status report at each team meeting. Each week they will update an expenditures spreadsheet (.xls) documenting all charges—credit card, requests for payments, and requests for reimbursements. The spreadsheets may also be reviewed by lab instructors during weekly staff meetings.

In many cases the financial officers also play a lead role in product cost modeling.

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Tool Officers

Each team will have two tool officers (one from each section). The tool officers will be responsible for coordinating the cleaning of the team workspace and the weekly organization of the team tool cabinet.

Tool officers will be elected during the first week of lab. Tool officers will sign a form verifying that the team is responsible for the tools in its cabinet. Then, the tool officer will receive a list of tools that are in the team workspace and the combination for the team tool cabinet. At the end of the semester, the tool officer will inventory tools  in the team’s cabinet, compare it to the initial list, and replace ones that are missing.

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Information Officers

Information officers (two per team, one per section) are the primary contacts who work with the course librarian to obtain information that the team needs. The information officers should also take responsibility for observing team meetings, paying careful attention to note when decisions are difficult or arbitrary due to insufficient background information, and bring this issue to the attention of the team. They should also play a key role in developing a team web site and mechanisms for members to share information, monitoring team use of information technology, and propose ways to use the technology more effectively.

In many instances the information officers will help integration officers by recording and maintaining team minutes on the team project site, or designating other team members to record and maintain minutes in both task force and team meetings.

If desired, a section may also elect two information/IT officers and combine the responsibilities of the information officer and project site master.

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Team Project-management Site Master

Each section of a team will have a project site master (two per team), elected during the first team lab meeting. This person, who is ideally web savvy, is responsible for taking the initiative in utilizing the team's project management site to its full potential as a communication and project management tool. A key responsibility of the site master is to advocate for and educate the team on the use of the project management tool.

With many team members contributing, it is important to have somebody to make sure everything that should be posted is, and to keep things organized. While everyone on the team can and should add pages and materials, the site masters work to lead organization of the information and files in the site. Site masters will suggest procedures to the SIs and team for the efficient and consistent use of the project site in a way that supports team product design goals.

If desired, a section may also elect two information/IT officers and combine the responsibilities of the site master and the information officer.

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Safety Officers

Each team has two safety officers (one per section), elected during the first team lab meeting, who assist shop staff with monitoring working conditions within the team space and reminding teammates or instructors about safety issues when dangerous practices are observed. Additionally, the officers will identify safety issues related to their team's product and conduct research to identify relevant regulations or standards. They should obtain and post material safety data sheets (MSDS) in the team area for potentially dangerous materials.

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Ad-hoc Task Forces

The full team is needed to tackle the problem of developing the product concept and alpha prototype in roughly 3 months. However, it is rare that all members will be able to simultaneously work together on the same thing.

Throughout the development process, the team will typically divide into ad-hoc task forces with different responsibilities. Each task force is a mini-group with 2-4 members typically. One of the main functions of the weekly lab meetings is project coordination through the sharing of information between task forces, making group decisions, and terminating, adjusting, or forming new task forces to address current project demands.

The system integrators are responsible for coordinating the ad-hoc task forces and facilitating the task force definition process.

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Course Instructor

The course instructor sets the vision for the course, how the course is structured, and what is expected of all the participants. The lectures, project theme, grading structure, guidelines, and milestones for the project are determined and administered by the course instructor. The course instructor is available to offer advice to teams, or to receive input from any student on any aspect of the course. The course instructor is also available to all teams for design consultation in the Pappalardo lab.

The course instructor does not have a primary role in grading teams and team members.

The course instructor works with the lab instructors to: clarify and maintain the course vision; obtain detailed feedback about team progress; and identify ways to ensure that the goals of the course are met.

More details:

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Course TAs and Administrator

The course TAs and administrator assist the course instructor in preparing materials for class and for the teams. The administrator works with financial officers to process team credit card purchases and receipts for reimbursement. The course TAs are available to all students to provide advice, administrative assistance, and technical assistance.

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Lab Instructors

Each team has two faculty members or lecturers (one per section) who serve as their laboratory instructors. The lab instructors attend many lectures and all of their team's labs. During lab, students make most decisions and design and build the product prototypes. Instructors facilitate team organization; provide advice on the product specification/contract; help with risk assessment and concept selection; provide technical advice; assist with prototyping techniques; and conduct informal design reviews. One of the key roles of the lab instructor is to help a team plan, and adhere to, a product development schedule.

Lab instructors explain their thinking behind their suggestions. For example, the lab instructor will not say "do not do that because I did it once and it does not work". The instructor will instead say "you should not do that because force does not equal mass times acceleration squared". Instructors may encourage the testing of an idea using analysis or mockups to learn whether a concept is, or is not, viable, and to perhaps synthesize a new design from observations. The lab instructor should not allow students to incorrectly pursue a design on false hope.

Lab instructors also grade their lab section and team members on the basis of weekly performance in lab and their individual lab notebooks. All lab instructors grade each team on the major project milestones.

The lab instructors act like technical managers, and thus they:

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Communication Instructors

The communication instructors are from the Writing, Rhetoric, and Professional Communication program and provide feedback and suggestions before and after milestones. They can also help with communications/interactions within your team and with outreach to potential users for feedback. There is a communication instructor for each team who will participate in most of your team's lab meetings and the milestone reviews. Note: 2.009 is a CI-M class, and it counts towards satisfying your communication requirement.

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Lab Staff

The lab staff members are employees of the Mechanical Engineering Department and work in the Pappalardo lab. They are available to help with advice on prototype fabrication, suggesting ways to make parts easier to fabricate, and assisting teams in the use of heavy or specialized machine equipment. The shop staff are very valuable team resources.

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Course Librarian

The course librarian, who is a specialist in resources for Course 2 students and faculty, provides tips on how to find information. The librarian prepares resources organized specifically for the course, and assists in class exercises geared towards improving information gathering skills. The course librarian is available to work with team information officers, suggesting possible sources or search methods for different types of information.

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Team Mentors

Each team has ~4 mentors. The mentors are professionals with product development experience, and/or they are 2.009 alumni. They volunteer their time to the class. They can assist with a wide variety of issues, ranging from technical details, to team organization or business models. Most mentors will meet with teams during lab, others will be able to come in when requested, and others are available through email. The mentors can be thought of as experienced advisors, as is common for startup companies.

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Course Sponsors

Course sponsor donations provide resources for the team budgets, general supplies for projects, shop prototyping equipment in the Pappalardo lab, staff overtime, reference materials, team office materials (fax, printer, phone, etc.), and materials used for active in-class exercises. Sponsors also participate as reviewers in the final presentation.

More details: