Advanced Performance Measurement and Schedule Data Usage
This workshop is designed for individuals with a working knowledge of performance measurement and/or schedule analysis. It will provide the professional management analyst with new methods and approaches to using time-proven tools in assessing the technical, schedule and cost health of a program. Middle and top level management will gain a solid background to effectively assess summary level program information used in the decision making process. Included is a summary of performance measurement data elements and types of reporting; performance indices and trend information; an introduction to wInsight Toolkit, a sophisticated analysis tool; and a review of scheduling information and how to integrate technical, schedule and performance measurement data for forecasting the schedule and cost outcome of the program. Four (4) comprehensive case studies provide an opportunity to apply the new concepts through the use of example information and the outputs from wInsight.
Cost/Schedule Status Reporting (C/SSR)
This workshop provides instruction in management control techniques for contracts that do not require Cost Performance Report (CPR) reporting application. C/SSR unique case studies are integrated with the basic CPR contract case studies to emphasize the differences between the two performance measurement system approaches.
Change Management
This workshop provides the student with a comprehensive background in establishing a baseline and presents the processes necessary to properly control and implement changes to that baseline in a timely manner. The workshop provides instruction on the roles and responsibilities in change management, the types of changes that can be expected, and the techniques of controlling and implementing changes. The formal reprogramming process and its result, the overtarget baseline, are also covered.
Change Management and Advanced Data Usage with wInsight
This five-day workshop combines the instruction on controlling and implementing baseline changes with advanced data usage. The workshop addresses the reporting of baseline changes and performance measurement data elements, and it introduces the student to wInsight Toolkit, a sophisticated analysis tool. Comprehensive case studies provide an opportunity to apply the concepts through the use of example information and the outputs from wInsight.
Earned Value Management Systems (EVMS) [& the Use of Performance Measurement Data]
The EVMS workshop is offered in durations of one, two, three, or five-days to accommodate the client’s training needs. The five-day workshop includes instruction in the use of performance measurement data. Each of these workshops allow the project management professional to keep abreast of the latest government guidelines and approaches, and the novice to gain a solid foundation in EVMS requirements. The workshops are designed to allow participants to select the portions of the class which are appropriate to their needs. The origins, implementation and intricacies of an earned value management system are discussed, along with how the data can and should be used for maximum visibility. The earned value concept recognizes that the standard comparison of budget vs. actual cost is not an adequate indicator of progress. Earned value is a value assigned to work which was accomplished through a particular period in time. This value can be stated in any measurable unit appropriate, i.e., time in hours (or portions thereof). These presentations inspire an appreciation for the earned value concept and emphasize how performance measurement techniques can be a valuable management tool.
Earned Value Management Systems (EVMS) in Shipbuilding
This workshop addresses earned value management and the application of cost/ schedule control techniques in the shipbuilding environment. Issues unique to this industry are addressed, including zone-oriented processes and the impact on WBS, management style/emphasis and work definition.
Executive Overview of Earned Value Management Systems (EVMS)
In this executive overview, the origins, implementation and intricacies of an earned value system are discussed, along with how the data can and should be used by top management for maximum visibility. These presentations inspire an appreciation for the earned value concept and emphasize how performance measurement techniques can be a valuable management tool. The EVMS Executive Overview is offered in two-hour, four-hour, or eight-hour formats.
EVMS Review Team Member
The content of the course focuses on the preparation of team chiefs and team members to conduct Progress Assistance Visits (PAVs), Integrated Baseline Reviews (IBRs) and Earned Value Management Systems (EVMS) Compliance Reviews. It includes the responsibilities and qualifications of the Review Team Chief and team members. For those not familiar with EVMS and its application in the USA, Australia and/or Canada, a brief history is included in the lecture material. The workshop provides a detailed insight into the EVMS Criteria (EVMSC) guidelines. Each is reviewed and discussed at length during the workshop. A system description analysis case study helps reinforce the concepts covered in workshop discussions. In addition, the course material includes an area of roles and responsibilities for review participants as well as a schedule of review events. The process begins with pre-review activities and carries through to the conclusion of the review and the report.
Estimates at Complete (EACs)
This class presents a common sense approach for preparing EACs and provides tools for perfecting the estimating process. The training emphasizes the EAC cycle and each detailed step involved, i.e., preparation, graphic analysis, and documentation. Participants develop a complete understanding of each phase of the cycle through case studies. The latest industry trends are covered, as well as how to avoid problems and pitfalls.
Government-Oriented Earned Value Management Systems (EVMS) and Use of Performance Measurement Data
This workshop addresses earned value management systems from the Government perspective The student will learn how DoD has redefined the EVM technique and will be apprised of the latest government guidance and interpretations. The class will hear how the leading service advocates are assuming EVMS ownership and how they are using earned value in the Integrated Product Development (IPD) process. Subjects covered include an overview of EVMS, the Defense Contract Management Command (DCMC) approved software analysis tool wInsight, and the Integrated Baseline Review (IBR).
Earned Value Management Systems (EVMS) Overview And The Integrated Baseline Review (IBR)
This workshop presents the basics of EVMS and provides an overview to the IBR process, its purpose, objectives, and goals. It is designed for Government and contractor program teams who will be conducting an Integrated Baseline Review (IBR). A team concept is used during case studies so that participants can better exchange ideas and assimilate concepts and information from both the Government’s and the contractor’s point of view. The objective is to form a true Government or Contractor project team that will not only be equipped to conduct a successful IBR, but will also have the training necessary to achieve solid program performance throughout the life of the contract.
Integrated Baseline Review (IBR)
The IBR workshop is offered as a one or two day course. It may also be offered, if desired, with instruction on risk assessment and/or with some earned value basics. This workshop is designed for Government and contractor program teams who have some background in EVMS and who will be conducting an Integrated Baseline Review (IBR). The course employs a mixture of lecture, video tapes, discussion and ‘hands-on’ case studies. The objective is to form a true project team that will be equipped to conduct a successful IBR.
Integrated Product Development (IPD)
Under the Integrated Product Development (IPD) Concept, multidisciplined teams of ‘product developers’ work collaboratively to simultaneously create a single integrated definition of the product and process. No longer will the product be conceptualized and designed by one group while the processes to build, maintain and use are designed by other groups. Responsibility for the definition of the product will be shared by all members of a multidisciplined team which represents the product’s’ life cycle. This workshop will take the participant through the key features of IPD: product orientation, cross functional teaming (Integrated Product Teams - IPT) and up front planning with the primary focus on the tools used for tracking during the execution of the program. Special emphasis will be placed upon the initiatives such as the Integrated Master Plan (IMP) and Integrated Master Schedule (IMS) which support those completion criteria/ accomplishments documented in the IMP.
Integrated Product Development (IPD) and Integrated Baseline Review (IBR)
This workshop provides an in-depth look at how to make the synergy of Integrated Product Development (IPD) and the Integrated Baseline Review (IBR) work. It addresses the benefits of IPD and Integrated Product Development Teams (IPT) and the IPD implementation framework, i.e., Integrated Master Plans (IMP) and Integrated Master Schedules (IMS). The class will discuss using the performance management system as a management tool and will provide the key features of the most advanced IPT Leader tool kit. IBR goals and processes, risk assessment methodology, and conducting effective Technical/Schedule/Cost Interchange Meetings (TSCIMs) are some of the other topics covered.
Material Control
This workshop addresses specific EVMSC material control issues. Material covered includes: bill of materials effects, make or buy considerations, budget development, point of issue/point of receipt performance measurement techniques, price and usage variance analysis, and planning variances and factoring. MRPII is also discussed in relation to EVMSC requirements.
Managing with Work Breakdown Structures (WBS)
This workshop provides an in-depth look at the purpose of a WBS. Topics covered include history and background, MIL-HDBK 881B, the proper use of the WBS, proposal considerations, coding the WBS, relationships to the program phase (R&D vs. production), documentation and change control. Numerous examples are presented in the class, and nine (9) case studies are used to provide hands-on experience in creating and using a WBS.
NASA Earned Value Performance Management Systems (EVPMS)
This workshop is structured around the basics of earned value systems as it pertains specifically to the NASA EVPMS approach to measuring performance. The case studies utilize NASA report documentation. The origins, implementation and intricacies of an earned value system are discussed, along with how the data can and should be used for maximum visibility.
NASA Managerial Insights to Earned Value Management (EVM)
This one-day workshop is an executive overview of the basic concepts of earned value and earned value management; its use in the OMB budget process and performance evaluation; and its significance and benefit to the contractor, program team, and government manager. Considerations for implementation and operation will be presented together with conditions for success.
Over Target Baseline (OTB)
This workshop provides an in-depth look at the Formal Reprogramming process, i.e., the establishment of a performance baseline in excess of the contract target cost. the implementation process from the decision to conduct Formal Reprogramming to the actual preparation of the over target baseline proposal, is presented in detail. the customer review process and methods for customer reporting after implementation are also covered.
Performance-Based Project Management
This workshop discusses the interrelated planning and control activities for a project which are put in place at the outset, thus allowing managers to understand progress and to affect the outcome of the project. A key concept is performance measurement or the earned value process which measures accomplishment on the project and compares the accomplishment with actual cost and planned budgets to gain a measure of how close the project is to meeting cost and schedule objectives. This workshop discusses the entire project management process, with emphasis on the role of performance measurement and the techniques available for its application. Performance metrics and goals are becoming a "way of life" throughout government and industry, and commercial customers today are often tying incentives to measured accomplishment
Performance Measurement Systems (PMS)
This workshop is structured around the basics of earned value systems as it pertains to a generic PMS approach to measuring performance. The student will be introduced to the objectives and benefits of a performance measurement system and will become aware of the benefits of an effective PMS. The origins, implementation and intricacies of an earned value system are discussed, along with how the data can and should be used for maximum visibility.
Planning Techniques
The content of this workshop focuses on the information requirements of an earned value management system and how planning and budgeting is performed to satisfy the requirements. Topics covered are planning techniques, the work breakdown structure, responsibility assignments, planning and budgeting, and accounting considerations
Project Scheduling - Primary and Advanced
This workshop is designed for any individual involved in the scheduling process. Schedulers and all personnel required to provide information to, and interface with, schedulers should attend. The workshop presents an array of scheduling techniques and tools, with emphasis on the critical path method. A fundamental background of scheduling concepts and their specific applications is presented. It explains how to interpret schedule reports, detect early warnings of potential schedule slips, and how to recognize abuses which can invalidate a scheduling system.
The advanced component is for a person with a solid background in scheduling, or who has completed the primary segment. It deals with advanced topics such as schedule baseline development considerations, schedule risk assessment and management, and negative path resolution.
Project Estimating, Quantifying The Unknown
This workshop provides a comprehensive look at the project estimating process. Beginning with various types of estimates and their differing objectives, it explores estimate development and review, learning curves, use of guidelines, and subsequent estimate verification. Other major topics discussed are estimate traceability, automation considerations, escalation, risk analysis and contingency determination, indirect costs, cash flow development, and estimate acceleration. The use of industry based case problems enhances the learning experience. Implementation considerations finalize the applications of the seminar material to real life project estimating efforts.
Software Program Management
This comprehensive workshop provides a solid foundation in the requirements, applications, problems and solutions associated with software project management, with special emphasis on Software Engineering Institute (SEI) initiatives and Earned Value Management Systems (EVMS). The class is oriented toward those who are involved with management, design and implementation of an effective software project control environment. Subjects covered include: project planning, work definition, responsibility assignment, work teams, budgeting, accounting, work measurement, analysis, baseline management, reporting, systems implementation and validation.
Subcontracting With Performance Measurement (Joint DoD and DOE)
Participants are taken through the pre- and post-contract award processes to establish performance measurement requirements. Emphasis is placed on the variables necessary for the establishment of meaningful subcontractor variance thresholds, analyzing subcontractor forecast data, and when/how to alert the customer to changes in funding or other needs. Subcontractor reporting is discussed in detail, providing insights into reporting formats, interpretation of the data elements, how subcontractors fit into the prime contract, and problem solving associated with reconciliation of reporting formats.
Surveillance of an Earned Value Management System
This course covers the process of planning, organizing and conducting surveillance activities. It covers the period from pre-award through system implementation and operation. Both government and industry personnel with surveillance responsibilities will benefit from attendance.
City Construction Contract Administration (CCCA)
This class provides the participants with a thorough understanding of the issues involved with city construction contract administration. Everything from the role that contract administrators play in the planning, formation and administration of contracts through contract close-out is included.
Managing Engineering and Construction Projects (MECP)
The basic MECP workshop is offered in durations of 4-hours, 1-Day, or 3-days. The shorter courses are overviews of the topic. The 3-day workshop provides generic approaches to earned value for the engineering and construction communities. The origins, implementation and intricacies of an earned value system are discussed, along with how the data can and should be used for maximum visibility. These presentations inspire an appreciation for the earned value concept and emphasize how performance measurement techniques can be a valuable management tool. The MECP course may be extended to 5-days, if desired, to include expanded instruction on the use of performance measurement and/or the scheduling process in the engineering and construction environment.
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