| 1. Identify the primary purpose | Interactive display, themed attraction, education, promotional event, or theatrical production | Required motions, gestures, sounds, interaction style, and how often the figure will perform | Is the animatronic intended to entertain, explain, attract attention, or support a specific scene? |
| 2. Measure the installation area | Indoor exhibit, stage, retail display, event space, or outdoor installation | Available height, width, depth, access route, operator position, and clearance around moving parts | Will the unit fit through doorways and operate without obstructing visitors, staff, or emergency routes? |
| 3. Match the design to the audience | Family attraction, museum exhibit, adult audience, or supervised special event | Movement speed, sound level, viewing distance, interaction method, and suitable appearance | Will children or other visitors be able to approach, touch, or operate the figure? |
| 4. Specify the movement range | Close-up character display, stage performance, or figure viewed from a distance | Head turns, jaw movement, eye movement, limb motion, repeatability, and any required synchronized actions | Which movements are essential, and which can be omitted to simplify operation and maintenance? |
| 5. Set performance duration and schedule | Occasional demonstrations, scheduled shows, or continuous public operation | Run time per performance, rest periods, daily operating hours, and expected cycles per day | Can the system handle the planned schedule, and how long does it need to cool down or recharge? |
| 6. Choose a practical control method | Single operator, backstage control, interactive installation, or pre-programmed show | Handheld control, wired control, programmed sequences, emergency stop, and operator training needs | Does the control system remain usable from the intended operating position, with a reliable backup procedure? |
| 7. Check power and connectivity | Permanent venue installation, temporary event, or location without convenient mains access | Power supply requirements, cable routing, battery operating time if applicable, and wireless signal conditions | Are suitable outlets available, and could walls, crowds, or other equipment interfere with wireless control? |
| 8. Account for environmental conditions | Climate-controlled interior, covered outdoor area, or exposed outdoor location | Permitted temperature and humidity, protection from rain and dust, surface stability, and storage conditions | Is the equipment rated for the actual environment, or will shelter and additional protection be required? |
| 9. Plan for safety and access | Public-facing display, stage, workshop, or supervised interactive area | Guarding of moving mechanisms, pinch-point protection, emergency shutdown, anchoring, and maintenance access | Can visitors remain at a safe distance, and can staff reach the controls and service points quickly? |
| 10. Confirm service and replacement needs | Short-term event, seasonal attraction, or long-term installation | Inspection schedule, spare parts availability, cleaning method, repair process, and support documentation | What routine checks are required, and how quickly can worn or damaged parts be inspected and replaced? |