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EVMS and Project Management Training
Scalable EVM 1-Day


  • Discussion of workshop approach.
  • Review of notebook contents.

Overview of Scalable Earned Value Management (EVM)

  • Understanding the government policies.
  • Who uses Scalable EVM? – discussion of public and private agencies.
  • Who uses Earned Value?
  • The essential features of a disciplined Scalable EVM System.
  • Objectives and policies of implemented requirements.

Introduction to Scalable Earned Value Management (EVM) Concept

  • Scalable Earned Value Management System implementation.
  • Benefits of Scalable Earned Value Management.

Organization and Work Definition

  • WBS defined.
  • Purposes of a WBS.
  • Developing a WBS for standard and non-standard systems.
  • Trade-off assessments on determining the number of levels in the WBS.
  • Purpose and importance of defining WBS elements.

Responsibility Assignment

  • Matrixing the organization structure with the WBS.
  • Essential features of a Control Account.
  • Guidance in the identification of Control Account levels and contents.
  • Integrating management subsystems around the WBS and Control Accounts.

Planning, Scheduling and Budgeting

  • Planning, Scheduling, and Budgeting - A three-stage iterative process.
  • Proper design of a scheduling system.
  • Integrating cost and schedule.
  • Management philosophies on Management Reserve and Undistributed Budgets.
  • Formal authorization of work.

Measuring Accomplishment

  • Description of Work Measurement classifications.
  • Work Packages defined.
  • Discrete Work Measurement techniques.
  • Milestone Characteristics.

Transmission Design Control Account Plan (Scalable EVM Case Study #3)

A comprehensive, but concise, exercise involving selecting appropriate Earned Value methodologies and calculating the budget and Earned Value for a sample Control Account.

Earned Value Methods (EVMS Case Study #5)

An exercise involving the determination of BCWS and BCWP based on selected Earned Value Methods.


  • Why Actual Cost of Work Performed (ACWP) is different from "actual costs".
  • Structuring an effective cost control code for accumulating Actual Costs of Work Performed.
  • Common problems and solutions to accumulating material costs for performance measurement.
  • How to identify meaningful material variances.
  • Classification of indirect costs.


  • Identifying cost and schedule variances.
  • Methods of portraying variances.

Calculation of Cost and Schedule Variances (Scalable EVM Case Study #4)

A simplistic exercise in the calculation of cost and schedule variances.

Variance Analysis Traceability

  • Establishing beneficial variance analysis reporting thresholds.
  • Interpreting cost and schedule variance.
  • Writing useful Variance Analysis Reports.

Variance Analysis Report Critique (EVMS Case Study #6)

A comparison and evaluation of alternative Variance Analysis Reports.

Estimates, Indices and Forecasts

  • Developing Estimates at Completion (EAC).
  • Utilization of Performance Indices.
  • Comparing past and future efficiency factors.

Performance Factors and Estimates at Completion (EVMS Case Study #7)

A simplistic exercise requiring the calculation of past and future efficiency factors and an Estimate At Completion forecast.

Revisions and Baseline Maintenance

  • The importance of baseline management.
  • Obtaining a balance between a firm baseline and the requirement for replanning flexibility.
  • How the baseline is affected by various changes.
  • Acceptable reasons for retroactive changes to the baseline.

System Design, Implementation and Surveillance

  • Scalable Earned Value reporting.


Course Evaluation Sheet


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