EVMS Review Team
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 EARNED VALUE MANAGEMENT SYSTEMS
REVIEW TEAM TRAINING
8 DAY COURSE

This eight (8) day course is a must if your organization:

  • Manages large complex projects
  • Manages projects over $20 Million
  • Provides services or contracts to Government agencies or contract

OMB now REQUIRES its organization to implement Earned Value Management Systems (EVMS) and to conduct Integrated Baseline Reviews (IBRs) across the board on efforts over $20 million and it also REQUIRES EVM Certification for efforts over $50 million.

Don’t miss this opportunity… to learn from the experts on how to prepare your review teams, your Organization’s review.  You will get hands-on experience on all phases of EVMS reviews, including evaluating the 32 ANSI/EIA 748 Guidelines.

This course was originally developed for Fortune 500 companies that required EVM Certification.  Now you can benefit from Humphreys and Associates’ 20 years of experience in training numerous international EVMS representatives how to conduct a full set up EVMS Compliance Evaluation reviewing, including the EVMS Review Team’s Role in the IBR.

56 PDUs and 5.6 CEUs will be awarded for all who attend

LEARNING OBJECTIVES

  • Earned Value Concepts
  • Roles of the Review Team Members
  • Review Team’s preparation process
  • The EVMS Review process:
    • Initial and subsequent Progress Assistance Visits
    • Compliance Evaluation Reviews (and Self Evaluations)
      • EVMS’ role in Integrated Baseline Reviews (IBRs)
  • The Contractor’s EVMS Implementation Process
  • Details on the 32 ANSI/ EIA 748 EVMS Guidelines, by DCMA’s 9 Process Groups (57 discussion areas)
  • A detailed 1-Day EVMS Scheduling Course includes: IMP/ IMS relationships, Critical Path (CPM), Float Calculations, Vertical and Horizontal Traceability, Risk Assessment in Scheduling, etc.
  • Case Studies on how to review and evaluate an organization’s EVMS data:
  • (RAM, Baseline Estimates, Variance Analysis Reports, Storyboards, Data Traces, Program Baseline Logs, CAM Notebooks, Schedules, internal and external EVM Reports, etc)
  • A study and critique of a sample CAM Interview (video)
  • Hands-on, 2-Person Team Interviews of “H&A CAMs” – with Critiques
  • Hands-on EVM Report Writing Case Evaluations
    • Evaluate and write-up a typical EVM Systems Description Document
    • Evaluate and write-up System Implementation (Data evaluation/ Interviews)
  • A study/ discussion of the Findings Documentation requirement (CARs and CIOs)
  • A study/ discussion of the Review Report and Exit Briefing

AGENDA

  • REVIEW OF EVMS GUIDELINES (EVMS) CONCEPTS
    • The EVMS Guidelines approach to Management Systems
    • General objectives
    • EVMS data elements
    • The five major guidelines segments and the review Process Groups
    • Flexibility in satisfying the guidelines
  • EVMS IMPLEMENTATION
    • Pre-proposal through surveillance phases
    • Contractors' implementation requirements
    • System assessment, design, flow, documentation, training, implementation
    • The EVMSG Compliance/Self Evaluation Review (CER/SER) process
    • Typical review agenda and common review problems encountered
    • Flexibility of application: CER/SER; Integrated Baseline Review (IBR); Surveillance
  • THE EVMS GUIDELINES REQUIREMENTS
    • Office of Management and Budget (OMB) Circular A-11
    • Acquisition Management Policies
    • Application Thresholds for EVMS Guidelines
    • EVMS History
    • EVMS Implementation in Proposals and Contracts
  • DETAILED MANAGEMENT SYSTEM CHARACTERISTICS DISCUSSION
    • EVMS Guidelines Process Groups’ Management System Characteristics
    • Specific discussions on important areas, such as: Scheduling, Material,
    • Accountability, Estimates at Completion (EAC), Variance Analysis Reporting (VAR), Rolling Wave Planning, Subcontractor Status
    • What to check in these areas during in-briefings, interviews, document traces, etc.
    • Guideline Intent discussions of each Process Groups
      • Organizing Process Group
      • Scheduling Process Group
      • Work/Budget Authorization Process Group
      • Accounting Process Group
      • Indirect Management Process Group
      • Managerial Analysis Process Group
      • Change Incorporation Process Group
      • Material Management Process Group
      • Subcontract Management Process Group
  • STARTING THE REVIEW PROCESS - INITIAL PROGRESS ASSISTANCE VISIT (PAV)
    • PAV Review Requirements
    • The agenda, in-briefing, data traces, system description review
    • Giving the contractor initial assistance
    • Schedule the next PAV, CER/SER, or IBR
  • PREPARING FOR THE PROGRESS ASSISTANCE VISIT (PAV) OR COMPLIANCE/SELF EVALUATION REVIEW (CER/SER)
    • Team Chief’s planning for team organization and review schedule
    • Identifying initial review ground rules (team and contractor)
    • Initial planning discussions with contractor
    • Determine forms, questionnaires, reports, pre-review data required
    • Team leader/member qualifications, responsibilities, and organization
    • Determine approach on selecting interview candidates
    • Determine logistics requirements for the review
    • Determine specific activities (tentative pre-view and review schedules)
  • PRE-COMPLIANCE/SELF  EVALUATION  REVIEW  (CER/SER) ACTIVITIES
    • Team Chief’s meeting with Team Leaders (Assignments & responsibilities)
    • Local team members (week prior to review)
    • Team assignments and responsibilities
    • Work hours, hotels, rental cars, arrival times, airline flights/tickets,
    • security, plant parking, etc.
    • Interview questionnaire philosophy and approach
    • Forms being used by the team and how to fill out
    • System Description Review and Evaluation
  • RESPONSIBILITY ASSIGNMENT MATRIX (RAM) STUDY
    • Discuss uses of the RAM for the team and the contractor
    • Discuss the set-up of a RAM
    • Review sample RAM(s)
    • Relate to WBS vs SOW comparison above
    • Work Teams and the impact on the RAM and review process
  • CONDUCTING THE PROGRESS ASSISTANCE VISIT AND COMPLIANCE/SELF EVALUATION REVIEW (CER/SER)
    • Start of review similar to the Progress Assistance Visit
    • Additional requirements for in-brief, system flows/story boards, data trace/audit,
    • interviews, and report write-up, etc.
    • Company procedures audit (if not part of pre-review activities)
    • Benefits of documentation reviews: Work Breakdown Structure (WBS) vs. Contract Statement Of Work (SOW), WBS Dictionary,
    • Control Account information, Internal and external reports, and schedules.
  • DATA FORMAT REVIEWS
    • Discuss data traces typically performed during reviews
    • Determine data sample size
    • Examples of data reconciliation formats
    • Review Management data
    • Data review checklists for the CPR, CFSR, and reconciliation of these reports
  • SYSTEM DESCRIPTION AND REPORT WRITING SUMMARY EXERCISE
    • Part I-A systems description evaluation
    • Students review a system description
    • Students perform system description section evaluation for a final report
    • Students report on their system description case study
    • Review Report Write-up Problems
    • Each student gives a detailed Systems Description report on an assigned Process Group (EVMS Evaluation Guide Items) and class critique
    • Student teams give summary report on each evaluation (optional)
    • Discuss relationship and importance in the report phase
    • Part II – Implementation write-up is a later section
  • STORY BOARDS OR DOCUMENTED FLOW CHARTS
    • Contractor review uses of the story board concept
    • Discuss the time and cost vs the benefits
    • Review sample story boards
  • BASELINE DOCUMENTATION & BASELINE LOGS STUDY
    • One log or several
    • What they do and how they are used
  • CONTROL ACCOUNT MANAGER (CAM) NOTEBOOKS
    • Review sample ahead of time to understand how CAMs (etc.) manage
    • An aid to expedite, organize interview process
  • THE EVMS TECHNICAL/SCHEDULE/COST INTERCHANGE MEETING (T/S/C/I/M (INTERVIEW)
    • Interchange scenarios, types, approaches
    • "Dos" and "Don'ts"
    • Starting, sustaining, and closing an Interchange Meeting
    • The interview questionnaire - a guide not a quota
    • Interview attendance
  • EXAMPLE INTERVIEWS (DVD)
    • Discussion of good and poor interview techniques
    • DVD of a typical CAM interview with discussions
  • STUDENT INTERVIEWS
    • Student Teams conduct interviews of CAMs, Organizational Managers (OMs), Project Manager (PM) (instructor)
    • Feedback critiques of each team's interview
    • Working dinner and return to continue (optional)
  • DOCUMENTING REVIEW FINDINGS – CORRECTIVE ACTION REPORT (CAR) AND CONTINUING IMPROVEMENT OPPORTUNITY (CIO)
    • Types and purpose of Concerns and when written
    • Processing of Concerns by the contractor and by the team
    • Closing out Concerns, or Corrective Action Plans for open Concerns
    • The forms used, and required information for Concerns
    • Examples of good and bad Concerns
  • DRAWING TO A CLOSE - THE REVIEW REPORT
    • Team responsibilities through review completion
    • System and Implementation write-up deadlines
    • Write-ups and exhibits (good and bad)
    • Part II report write-up of implementation (added to Part I – write-up of the Systems Description section)
    • Assembling the review report (write-ups, exhibits, summaries, open Concerns)
    • Coordinate with contractor to publish the final report
  • ENDING THE REVIEW – LOOSE ENDS
    • Verify the status of each CAR and CIO level Concern
    • Corrective Action Plan in-hand for open Concerns
    • Report write-ups, exhibits, draft report in-hand
  • EXIT BRIEFING PREPARATION AND PRESENTATION
    • Preparation
    • Contents
    • Briefing types
    • Briefing outline with Technical Item of Concerns samples
  • TEAM DEPARTURE – THE “DON’T FORGETS”
    • Final activities before the team departs
  • FOLLOW-UP ACTIONS, ADVANCE AGREEMENT (AA) AND MEMORANDUM OF UNDERSTANDING (MOU)
    • Sample/discussion on the Advance Agreement and Memorandum of Understanding
    • Schedule the next review(s)
  • FOLLOW-UP ACTION - COMPLETED COMPLIANCE/SELF EVALUATION REVIEW (CER/SER)
    • Requirements following a completed review
    • Final Report printing coordination
    • Process report for acceptance
  • CONCLUSION
  • COURSE EVALUATION AND DISCUSSION
  • ADJOURN

SCHEDULE

8 Day U.S. Review Team Course for 2006

Location

Dates

Accommodations

Washington, D.C.

Sept. 19-28

No Classes on
Saturday or Sunday

Courtyard Hotel Washington Capitol Hill/ Navy Yard
140 L Street SE Washington, District of Columbia 20003
Phone: 1-202-479-0027
Fax: 1-202-479-6766

REGISTRATION FEES

2006 Registration Fees

8 Day Review Team Course

$3,500

HOURS

  • Instruction-8:00 AM to 5:00 PM
  • 1 hour lunch on your own.

ACCOMMODATIONS

No hotel rooms are blocked for this Workshop.  Each attendee is responsible for making their own reservations and for all their charges.

DISCOUNTS

20% discount for each person for early registration (30 days in advance) and to companies sending three or more attendees to the same class.


CANCELLATION POLICY

If after making payment you are unable to attend the seminar for any reason, you can send a substitute in your place without penalty. Cancellation of a confirmed registration may be made up to 10 days prior to the seminar without penalty. Cancellation after that date is subject to a 30% penalty. The remainder of the fee will be refunded. 

TO REGISTER

Please Contact Us directly, and we would be happy to assist you with the registration process.

 

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© Copyright 2004 Humphreys & Associates, Inc.