1. Copyright © 2009 NDIA PMSC Robert Loop August 2009 NDIA PMSC Guides Working Group Status

2. Copyright © 2009 NDIA PMSC. All rights reserved. 2 Bob Loop (Lead)Lockheed Martin James BrasellUnisys Shelli DebardiMCRI Marty DoucettePilgrim Companions, Inc Dale GillamSAIC Scott GringLockheed Martin Allen KnappRobbins-Gioia Bill MendelsohnITT Matthew PfliegerBattelle Dave RobertsNavigant Consulting Todd SchulzetenbergRaytheon Mitzi ShepardLockheed Martin Ed SilviaRaytheon Note: We Request Government Participation. Membership

3. Copyright © 2009 NDIA PMSC. All rights reserved. 3 Brief Summary of Existing Guides ANSI EIA 748 Intent Guide – To define what is the intended meaning of the ANSI-EIA 748 Guidelines. Primary Customers: Industry, DOD, Civilian Agency. Surveillance Guide – To define how a company demonstrates on-going compliance to the ANSI-EIA 748 Guidelines. Primary Customers: Industry, DOD, Civilian Agency. The Program Manager’s Guide to IBRs – To define how to conduct an IBR. Primary Customers: All FAR/DFAR Agencies and Industry. System Acceptance Guide – To define how to obtain initial acceptance of compliance to the ANSI-EIA 748 Guidelines. Primary Customers: Civilian Agency. Application Guide – To define how to use the other NDIA PMSC guides. Primary Customers: Civilian Agency.

4. Copyright © 2009 NDIA PMSC. All rights reserved. 4 Strategic Goal, Purpose & History of Guides Strategic Goal –Produce/update, and maintain guides as supplements to the ANSI/EIA 748 Standard that are recognized and useful to both industry and government Strategic Purpose & History –The guides were developed as supplemental guidance to support the implementation of ANSI-EIA 748. –The guides are used to some extent by both industry and customer communities. –All of the guides are recognized by the OMB or OSD documentation. –Each guide was produced by the committee at the request of the government. According both industry and government have vested interests in the guides and a stake in this strategic plan. –The guides are part of industry’s commitment as the subject matter experts of the ANSI-EIA guidelines.

5. Copyright © 2009 NDIA PMSC. All rights reserved. 5 Survey Conducted community wide and anonymously Collected context information on the responders Focus on determining the degree of use and specific updates needed for each existing guide Ended with two open ended questions to allow for future requirements not yet addressed Results have been examined and discussed as part of the weekly working group activities

6. Copyright © 2009 NDIA PMSC. All rights reserved. 6 Summary Points 209 people responded Categorization of Responders: –Contractor (67.9%) –Advanced Agreement (47.1%) –Large Company (48.8%) –EVM Focal Point (34.1%); PM (22%) Degree of Use of Guides: Use / GuideIntentSurveillanceIBRAcceptanceApplication Often34.9%13.0%14.9%5.9%6.3% Some41.1%39.1%38.9%27.0%31.6% Rarely/Never23.9%47.8%43.2%67.2%62.1%

7. Copyright © 2009 NDIA PMSC. All rights reserved. 7 Category#IntentSurvIBRAcceptAppl Consultant4080.0%52.5%47.5%42.5%37.5% Contractor14276.1%53.6%53.2%28.8%36.0% EVM Focal7194.4%57.1%65.7%31.4%37.5% No AA8865.9%38.6%48.9%33.7%37.5% Civilian Gov771.4%42.9%71.4%42.9%57.9% Total20976.1%52.2%56.8%32.8%37.9% Note: The sum of the individual responses does not equal 209 as the responses can overlap. Splits by Subcategory – Use/Not Use Percentages Reflect the Sum of Often & Some Use. Red – Below the Average; Green – Above the Average

8. Copyright © 2009 NDIA PMSC. All rights reserved. 8 Themes from the Comments (1 of 2) Need for clear purpose for each guide and context to other guides along with consistency Alignment of guides with other guides and documents in government and industry Trade off between high level overview documents vs. detailed procedural manuals (need more breadth and depth) Desire for detailed templates, checklists and practical examples Clear strategy for updates, finalization, and dissemination of guides Need to overcome different interpretation issues Importance of government and industry acceptance and consistency in use of guides

9. Copyright © 2009 NDIA PMSC. All rights reserved. 9 Themes from the Comments (2 of 2) Alignment with project management practices (e.g., PMI, WBS Handbook) Detailed practices on project planning and scheduling Discussions on program versus project level EVM Consideration for the roles of prime versus subcontractor when implementing one EVMS Better incorporation of risk management practices Best practices on baseline revisions and change control Addressing EVM scaling and tailoring Lessons learned in obtaining and maintaining an EVM validation (e.g., Validation Reviews, Surveillance) Increase awareness and use of the guides

10. Copyright © 2009 NDIA PMSC. All rights reserved. 10 Last Points on the Survey We have sliced and examined the objective data from many vantage points There were many other comments not summarized that will be addressed in the guide update process.

11. Copyright © 2009 NDIA PMSC. All rights reserved. 11 The Draft Strategic Plan Purpose of working group: –Assess the user requirements to determine if any guides should be eliminated or if new guides are needed. –Determine if the existing guides need updated. –Implement the changes required to the existing guides. –Establish a process for how the PMSC guides will be maintained and controlled.

12. Copyright © 2009 NDIA PMSC. All rights reserved. 12 Strategic Plan - Commitment to Maintaining Guides We must have a plan for continual updates and maintenance of the guides We need to formally publish all guides We will commit to a two year update maintenance cycle with a target release of a revised guide in the third year The EVMS Intent Guide is the exception in that revisions should be minimally linked to the ANSI/EIA 748 Standard update cycle Guides may be updated more frequently

13. Copyright © 2009 NDIA PMSC. All rights reserved. 13 Strategic Plan - Special Interest Topics The following special interest topics need to be addressed within existing guides as areas of emphasis, appendices; or as white papers or as supplemental publications. –Planning and scheduling –Program versus Project Level EVM –Prime versus Subcontractor Issue –Risk management –Revision and change control –EVM scaling and tailoring –Lessons learned in obtaining and maintaining an EVM validation

14. Copyright © 2009 NDIA PMSC. All rights reserved. 14 Strategic Plan - Priority and Schedule of Updates Priorities –The Program Manager’s Guide to IBRs –ANSI EIA 748 Intent Guide –Surveillance –System Acceptance –Application IBR Guide Update Plan (Tentative) –August 2009 – PMSC approval to move forward –September 30, 2009 – Publication of detailed update plan to community with call for comments. Comment period ends with Fall IPM conference. –March 31st, 2010 – Draft IBR Guide review copy –April 15th 2010 – Final Draft Copy –May 2010 – Committee vote on IBR Guide –May 2010 – Distribute to government for acceptance –August 2010 – Target for final publication

15. Copyright © 2009 NDIA PMSC. All rights reserved. 15 Strategic Plan - Priority and Schedule of Updates Other guides will start after progress made on IBR guide Will split into teams for concurrent development Detailed guide supporting team guidelines. Will be available in minutes. Call for joint government – industry participation