Summarise the business and technical context
Explain what is being made or supported, where it will be used, the present development stage and the decision you need to make. Keep confidential information out until an appropriate controlled exchange is in place.
List the controlled inputs
Identify drawings, specifications, bills of material, standards, samples and revisions. Mark what is available now, what follows later and which document governs acceptance.
Define capability filters
Capture the processes, materials, part envelope, quality evidence, industry context, geography and support that genuinely narrow provider fit. Avoid treating every preference as mandatory.
- Core process and material
- Critical equipment or range
- Quality and certification needs
- Location or service-area constraints
State the next evaluation step
Decide whether the next step is a technical discussion, evidence review, sample evaluation or site audit. Name the people, documents and acceptance questions needed for that conversation.