NDIA Program Management Systems Committee Action Item Progress Report February 8 and 9, 2004

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NDIA Program Management Systems Committee
Action ItemProgress Report February 8 and 9,
2004

• Walt Berkey, Lockheed Martin
• Telephone [phone] Email
  walt.berkey_at_lmco.com

NDIA 02-05
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Action Items

• NDIA EVM Documents
• Purpose and How used by Civilian Agencies
• Develop the Integrated Program Management
  Document Framework
• This is intended to provide a roadmap between
  the IBR, Intent, and Surveillance guides to
  assist new practitioners in finding out what
  document to go for guidance.

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NDIA PM Systems Documents

• ANSI/EIA-748
• ANSIEIA-748 Intent Guide
• Surveillance Guide
• Earned Value Management System Standard
  Equivalency Agreement
• Program Managers Guide to the Integrated
  Baseline Review Process

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Interrelationships
EVM Process Documentation ANSI/EIA 748
Equivalency Agreement
EVM Process Initial Compliance ANSI/EIA
748 Intent Guide
EVM Process Operation Compliance Surveillance
Guide
IBR Guide
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NDIA PM Systems Documents Benefit/Value
ANSI/EIA-748 The earned value management system
guidelines incorporate best business practices to
provide strong benefits for program or enterprise
planning and control. The processes include
integration of program scope, schedule, and cost
objectives, establishment of a baseline plan for
accomplishment of program objectives, and use of
earned value techniques for performance
measurement during the execution of a program.
The system provides a sound basis for problem
identification, corrective actions, and
management replanning as may be required.  The
guidelines in this document are purposely high
level and goal oriented as they are intended to
state the qualities and operational
considerations of an integrated management system
using earned value analysis methods without
mandating detail system characteristics.
Different companies must have the flexibility to
establish and apply a management system that
suits their management style and business
environment. The system must, first and
foremost, meet company needs and good business
practices. ANSIEIA-748 Intent Guide The NDIA ANSI
EIA 748 Intent Guide was created by the National
Defense Industrial Association Program
Management System Committee to promote a clearer
understanding of the ANSI/EIA-748A. For each of
the 32 earned value management guidelines
this Guide provides the value to management, an
intent statement, typical attributes, and
examples of objective evidence. Appendix
A contains the 32 templates that are referenced
in section 3.
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NDIA PM Systems Documents Benefit/Value
Surveillance Guide Contractors and the government
are encouraged to use this guide for the
implementation of EVMS surveillance in accordance
with the American National Standards
Institute/Electronic Industry Alliance (ANSI/EIA)
standard 748, latest revision. This guide was
developed by the National Defense Industrial
Association's Program Management Systems
Committee and the Department of Defense
participated in its development. Earned Value
Management System Standard Equivalency
Agreement The NDIA Program Management Systems
Committee has signed an equivalence agreement
with its counterpart in Great Britain, the
Association for Project Management.  In this
agreement, the two organizations recognize the
equivalence of their respective EVMS documents in
contracts, partnering agreements, and other
applicable business transactions.  The agreement,
which took effect on July 1, 2004, remains in
effect until either group provides written
notification to the other of an intention to
withdraw.
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NDIA PM Systems Documents Benefit/Value
Program Managers Guide to the Integrated
Baseline Review Process The Program Managers
Guide to the Integrated Baseline Review Process
is the principal IBR policy reference for both
Industry and DoD. In a letter dated Jun 04, 2003,
the Under Secretary of Defense, Director,
Acquisition Resources and Analysis wrote This
Guide is the principal IBR reference and should
be used to implement an integrated baseline
discipline on an acquisition program. PMs are
strongly encouraged to use this Guide during IBR
training, when preparing for an IBR, and then
again during the actual execution and conduct of
the IBR. This is the top level policy guidance
for IBRs and as such is an essential EVM
reference. The Program Managers Guide to the
Integrated Baseline Review (IBR) Process was
developed to improve the consistency of the
overall IBR Process. This guide identifies the
purpose of the IBR Process and conveys the need
to make it a continuous process. This guide also
integrates the IBR with risk management, within
the framework of the IBR Process. The Program
Managers Guide to the Integrated Baseline Review
Process is the principal IBR policy reference for
both Industry and DoD.
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Performance Measurement Baseline (PMB)and the
Project Execution Process
PROJECT RISK MANAGEMENT (Identify, Assess,
Mitigate, Track Close)
PROGRAM BUSINESS CASE APPROVED
DEVELOP
STATUS REPORTS
WBS
PROJECT EXECUTION PERFORMANCE MEASUREMENT
INTEGRATED PROJECT
PROJECT INTEGRATED PLAN
PMB
TECHNICAL
RESOURCES
SCHEDULE
MANAGEMENT RESERVE
COST
ASSIGN BUDGETS
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Integrated Performance Management
ANSI/EIA 748 ANSI Intent Guide
Performance Measurement
Performance Baseline
Surveillance Guide
Risk Management
Integrated Plan
PM Guide to IBR Process
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Integrated Program Management Document Framework

• Document Purpose/Overview
• Document Benefit/Value/When Used
• Where Available
• Relationships

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Action Items Summary

• NDIA EVM Documents
• Purpose and How used by Civilian Agencies
• Develop the Integrated Program Management
  Document Framework
• This is intended to provide a roadmap between
  the IBR, Intent, and Surveillance guides to
  assist new practitioners in finding out what
  document to go for guidance.

- Suggested revisions to the action items?
- Recommendations on developing a single
solution for both.