Dave Bachman DAU / CDSC david.bachman@dau.mil September 9, 2004 Integrated Program Management 12 Step Model Distinctive Line Handouts Dave Bachman DAU/CDSC September 2004 Dave Bachman DAU / CDSC david.bachman@dau.mil September 9, 2004

CONTRACTS AND STATUS REPORTS Contractual Relationships Status Reports Program Oversight Warfighters Warfighters Congress SAR Baseline PPBE SAR ICD OSD / DoD Components Operational Testing CDD CPD OSD / DoD Components CAO MOA Surveillance Reports AA & Audits Acq Pgm Baseline Program Office Program Office DAES DCAA Contractor Contract PMB CFSR, CPR, CCDR, Schedule Contractor CAM Control Account Status Control Account Reflects Nov 02 DoD 5000 Guidance

Cost RISK Program Manager Schedule Performance APB CAIV EVM - BCWP Critical Path Schedules Monte Carlo Schedule Simulations Program Reviews System Engineering Simulation & Test Design Reviews TPMs APB CAIV EVM - BCWP - Earned Value EVM - BCWS - Time Phased Budget Cost CFSR, CCDR, WBS, Cost Estimates EVM - ACWP & EAC - Actuals & Forecast Cost

IBR Assessment & Preparation Program Office Legend Technical Scope Schedule Resources Contracts Program Office Documents APB Analysis - Develop KPPs Performance KPPs Cost KPPs Schedule KPPs APB Proposal - Contract SOW RFP Contract Work Breakdown Structure Integrated Master Plan Integrated Master Schedule Technical Documents This slide supports ELO number 2) Identify risk areas through review of IBR documents including integrated master schedule, detailed control account schedules, control account plans, work authorization documents, resource planning documents and contract requirements. This slide is new for FY04 version and is based on the Apr 2003 DoD – NDIA IBR guide. It is the first of four highly animated slides used to explain the development and relationship of the control account to the overall contract. In this slide the process of converting the Warfighter’s requirements as defined by the APB into a contract is displayed. Initial animations introduce the legend. Then the APB is evaluated to identify the KPPs. The APB analysis leads to the SOW, RFP and government technical documents. This results in a Proposal – Contract box which identifies the key top level IBR review documents: the CWBS, the IMP / IMS; contractor technical documents; RAM and the Integrated managements system and EVMS. The IBR Assessment and Preparation process continues on the next slide. You should run through the animations on this slide to gain familiarity with the approach you will use to explain the content. Technical Requirement Documents Responsibility Assignment Matrix Integrated Management System Earned Value Management System

Critical Path,Float, Risk IBR Assessment & Preparation Program Office Documents Technical Docs SOW APB Technical Analysis Program Office Legend Technical Scope Schedule Resources Contracts Tech Drivers Critical Path,Float, Risk Schedule Schedule Drivers Labor Material Facilities Budget Resource Contract Resource Drivers CWBS IMP IMS This is the second of four highly animated slides used to explain the development and relationship of the control account to the overall contract. This slides provides a logical flow for relating contract and program office requirements to the five IBR risk categories of Technical, Schedule, Resources, Cost, and Management for the purpose of identifying risk drives. These risk drivers are developed as early in the process as possible for the purpose of identifying the key control accounts to be reviewed at the IBR. The first animation requires an analysis of the contract and program office technical documents to identify technical drivers. The technical drivers combined with APB schedule requirements and the IMP / IMS are then evaluated to identify potential schedule drivers. Schedule and technical drivers are evaluated against the RAM to determine the adequacy of available recourses and to identify the resource drivers. Technical, schedule, and resource drivers must now be analyzed to forecast potential cost drivers. Management is the final risk category and the integrated management system (represent by the IMS / EVMS box) is evaluated to determine management drivers. Once the management drivers are determined the technical, scheduled, resource, and cost drivers must be reassessed and correlated. As the slide’s title indicates this process is undertaken in the assessment and preparation IBR phase to identify the focus of the IBR review. You should run through the animations on this slide to gain familiarity with the approach you will use to explain the content. Cost Analysis Tech Req Docs Cost Drivers RAM Mngt Analysis Management Mngt Drivers IMS EVMS

Time Phased Budget (BCWS) IBR Document Review D Bachman Oct 2003 DAU / CDSC Program Office Documents IMP Significant Accomplishments Technical Risk Tech Drivers Risk Critical Path Float Schedule Risk Schedule Drivers Schedule Risk APB SOW Labor Material Facilities Budget Resource Risk Resource Drivers Resource Risk Work Authorization Document Technical Docs Accomplishment Criteria (BCWP) TPMs Time Phased Budget (BCWS) Control Account Plan Work Packages Resources Budget Detailed Schedule Task Description Scope Contract CWBS Cost Analysis Cost Risk Drivers Risk IMP IMS Tech Req Docs Management Analysis Management Risk Mgt Drivers Risk RAM Legend – tasks related to Program Office Technical Scope Schedule Resources Contracts EVMS

DAU Integrated Program Management Model 08/12/04 david.bachman@dau.mil DAU/CDSC Step 1 Data Collection Risk Mangt Plan Step 4 Technical & Risk Analysis Step 2 APB Analysis - Develop KPPs Tech & Risk Drivers Status Performance KPP Status SPEC Develop Risk Matrix & TPMs Status Risk Matrix & TPMs Performance KPPs Cost KPPs Schedule KPPs APB Step 3 Contract Analysis – Requirement Ownership Step 6 Network Schedule Analysis Contract Network Schedule Critical Path, Float, Risk Status Schedule KPP Status Delivery P0000 Status Contractor Finances SPEC Req Delivery Req Network Schedule Data Validity Check Step 5 Data Validity Check CPR Step 8 Schedule Drivers Schedule Drivers CPR Format 1 & 5 SV, SV% correlate: tech & risk driver, critical path Contract Issues CFSR R & P Forms Step 7 PMB Analysis Step 9 Cost Drivers CPR Format 3, 4, & 5 PMB, MR, UB, SPA, OTB PMB Status Cost Drivers CPR Format 1 & 5 CV, CV% correlate: tech & risk, critical path, schedule drivers Contract Issues DFAS O&E DCMA Surveillance Step 10 EAC PAC Step 11 Financial Analysis EAC PAC Budget Execution Status Cost KPP CPR Format 1, 4, & 5 SPI, CPI, RISK EV Trends CFSR R & P Forms DFAS O&E PMB, PAC, Risk Status Cont Fin OPR Legend PM – IPT PCO - ACO EV Analyst System Engineering Financial Analyst Contract Issues DAES Step 12 IPT Reports Financial Status Report EV Status Report APB Issues