# CAD-to-CGI handoff checklist

Prepare engineering geometry for marketing without losing the details that make the product accurate. Use it before sending a model for quotation.

## Identify the source of truth

- [ ] Record product revision, export date, units and the assembly configuration to be shown.
- [ ] Include a known overall dimension so scale can be checked after import.
- [ ] Flag differences between the CAD model, production sample and packaging artwork. Do not ask a visualisation team to silently resolve engineering decisions.

## Keep the assembly intelligible

- [ ] Use useful part names and preserve an assembly hierarchy where possible.
- [ ] Identify visible components, internal components needed for an exploded view, and internals that can be excluded.
- [ ] Label repeated parts, variant-specific parts and approved open/closed states.

## Specify surfaces and appearance

- [ ] Provide material and finish references, including roughness, coatings, translucency and important manufacturing marks.
- [ ] Send label artwork, logo files and print dimensions separately from the geometry.
- [ ] Highlight surfaces that must remain dimensionally exact and areas where a visual simplification can be proposed.

## Validate a small transfer first

- [ ] Agree the export format with the receiving studio; include the native format/version in the handoff note.
- [ ] Ask for neutral product views to check scale, seams, missing faces, normals and critical proportions before final lighting.
- [ ] Agree file access, NDA, retention and redistribution limits before uploading confidential engineering data.

## Copy-and-fill worksheet

# CAD-to-CGI handoff

Product / revision:
Source CAD application and version:
Export format / export settings:
Units / reference dimension:
Assembly configuration:

## Included files
Geometry / drawing links:
Packaging and logo artwork:
Material and finish references:

## Accuracy boundaries
Critical dimensions / surfaces:
Visible components:
Internals required for motion:
Known model issues:
Differences from the production sample:
Simplification requires approval from:

## Validation
Neutral views to check:
Technical approver:

## Security
NDA / approved recipients:
Transfer method:
Retention / deletion requirement:




Prepared by Kimagination. Adapt this worksheet for your own project.
https://kimagination.net/resources/cad-handoff-checklist/