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Ashley Flick Lead Associate Booz | Allen | Hamilton Systems Engineering Life Strategically implementing systems engineering tools & methodology everyday.

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Presentation on theme: "Ashley Flick Lead Associate Booz | Allen | Hamilton Systems Engineering Life Strategically implementing systems engineering tools & methodology everyday."— Presentation transcript:

1 Ashley Flick Lead Associate Booz | Allen | Hamilton Systems Engineering Life Strategically implementing systems engineering tools & methodology everyday to better balance doing it ‘all.’

2 Agenda o Background: o The Family as a System o The Parent as the Family Systems Engineer o Every Day SE + Strategic SE to do it ‘ALL’: o Requirements Definition + Managing Scope Creep o Trade Studies for Every Day + Formal Trades for the Big Ones o Schedule Maintenance + Building in Resource Margin o Family System Life Cycle + The System Vee as a Guide o Final Thoughts: o Tailoring for your Family System to Make it work for you! 2

3 The Family System “We humans spend our lives in systems: in the family, the classroom, the friendship group, the team, the organization…” Seeing Systems, Barry Oshry 3

4 The Parent as the Family Systems Engineer 4 Systems Engineer Business Engineering Procurement Stakeholders & Customers Specialty Engineering Operations Maintanance Servicing Product Assurance Safety Project Management /Control ‘SE is a way of thinking about and solving challenges and that systems engineers are the GLUE that hold the elements of complex space programs together.’ Riley Duren of Jet Propulsion Laboratory at the 15 th Annual INCOSE Symposium (Family Systems) (Parent) (Doctors, Coaches, Friends, Teachers) (Spouse, Kids, Extended Family, etc ) (Grocery shopping, shoe shopping paying bills, ) (Budget, Schedule, Milestones) (Is the family fed, happy, rested, nice, learning, enjoying life? ) (Cleaning the house, Mowing the yard taking kids to the dentist) Adapted from INCOSE Handbook

5 5 Skills & Qualities needed by… a Systems Engineer or a Parent? Skills and Qualities Needed o Good math skills o Strong time management skills o Good common sense o A strong desire for organization and efficiency o Excellent communication/salesmanship o Creative problem solving o Continuous drive for improvement o Resourcefulness o Listening skills o Negotiation skills o Diplomacy o Patience o Ability to adapt to many environments, wear many hats and interact with diverse individuals o Inquisitive mind o Continuous desire to learn o Leadership skills o Ethics o Quantitative skills o Technical competency o Aptitude for systems thinking Twelve Systems Engineering Roles: © 1996 Software Productivity Consortium NRP, Inc. Used with Source: (while not required as a parent– certainly helpful for budgeting and helping with math homework :) (think listening to and understanding both sides and then successfully negotiating with a dramatic 2 year old & a sensitive 4 year old in the bathtub fighting over who sits closer to the faucet they call the waterfall?) (Not always possible, but always a goal! ) by both Systems Engineers & Parents! (Possibly one of the most important, often overlooked skills and one of the most fun aspects of SE and parenting) (Not typically on the list of skills needed by a parent, but for running a house hold and family system, all come in handy! Think setting up home wi-fi network, looking at the family as a system part of a bigger system called society, etc! ) (Again not always possible, but always a goal! )

6 Everyday SE: Requirements Definition 6 Parents run through the requirements definition process, DAILY! o Elicit Stakeholder Requirements o Identify Stakeholders (kids, spouse, neighbors, friends) o Elicit Requirements (breakfast, Ninjago, Dora, games, milk, crayons, paper, lunch, park, movie, popcorn, water, dinner, bedtime story, water, binky, blankie…) o Define Stakeholder Requirements o Define Constraints imposed by agreements o Family Rules: No snacks upstairs; HOA: No trampolines in backyard; School Rules: No Sandals) o Establish critical and desired system performance o Understanding and explaining the difference to stakeholders o Netflix on demand: a critical or desired requirement? o Analyze and Maintain Stakeholder Requirements o Analyze for clarity, completeness, and consistency o Not a lot of clear “shall” statements in the two-year old stakeholder’s requirements o Consistency is NOT a strength of the 4 year old stakeholder’s requirements o Teenage requirements: PLZ. nEd hlp w h/w AQAP! (SMH – can’t even imagine this yet!) o Negotiate modifications to resolve unrealizable or impractical requirements o DO up-front, before requirements are captured or thought to be in place o Validate, record, and maintain requirements o Track key requirements with lists, spreadsheets, (informal SRD)

7 Strategic SE: Managing Scope Creep Like in complicated systems and projects, requirements creep knocks on the door of the family system everyday. o Tips to Manage Requirements Creep in the Family System o Set boundaries and watch out for scope creep early and often o If you allow it sneak in once, it’s likely to recur again and again: ‘Mommy, Thing 1 & 2 have white faces and kites,’ 8:37AM on Dr. Seuss Day o Identify your systems’ true stakeholders o Watch out for ‘Facebook or Pinterest stakeholders’ adding requirements o Learn how to say no, or not now, or at least not yet o If requirement is deemed necessary or acceptable understand/explain impact to existing schedule, budget, or other resources o Establish a Family Change Control Board (CCB) to control/approve major/significant changes o ‘We will discuss the request for a new puppy at our weekly family meeting’ o Capture source and rationale for requirements traceability and ‘formally’ place under configuration control once established o Maintain and post copies of Christmas lists sent to Santa on the fridge 7 The Family System is extremely dynamic so change and the resulting scope creep is inevitable, so controlling and managing appropriately within budget/schedule is truly the name of the game.

8 Everyday SE: Everyday Trade Studies Parents tend to do mental and informal trade studies every day. For bigger decisions, may get more formal. o Mental: Implicitly performed with less rigor and formality o Everyday examples: o Busy Mom Decisions: Honey Nut Cheerios or Fruit Loops? o Working Woman Decisions: Skirt & heels or slacks & flats today? o Running Girl Decisions: Should I run a marathon this year? o Informal: Similar Method to formal trades, but more likely ‘documented’ on the back of an envelope o Everyday examples: Picking a new car or planning a vacation o Formal: Standard methodology and well documented o Everyday examples: Buying a new house or taking a new job 8

9 Strategic SE: Formal Trades for Big Decisions While not used nearly as often as mental trade studies, some parenting decisions call for the time and rigor of a formal trade. Formal Trade Study Process (from INCOSE Handbook): 1. Frame the decision: Which daycare is best for my 2&4 year old? 2. Establish communications with stakeholders: Husband (& kids) 3. Define evaluation selection criteria (musts/wants): Cost, Teachers, Facility, etc 4. Define Alternatives and select candidates for trade: All local daycares *Screener criteria: Location in/near our town; must serve lunch; center not in-home care 5. Design Measures of Merit and evaluate criteria: Ranked each school after visiting 6. Analyze results and select best candidate: Results all pretty good – Winwood, top. 7. Investigate consequences: Great school but black top toddler playground, so pink pants will continue to be dirty at the end of the day. Carry as a risk/issue? 8. Review Results with the stakeholders: Are we happy with this choice? 9. Use Scenario Planning to verify assumptions for the future: One kid in Elementary School, one still in daycare – what options will still work? 9 Alternatives Daycare Selection Decision Factors PriceTeachersCurriculumFacilityPlay groundNear E SchoolConvenienceHoursGut FeelScore MinnieLand53343455370 Winwood45444535478 Discovery44453445372 PrimRose24554355368 KinderCare53333225361 Goddard24544355366 TLE44554255474 Weight331222122Winwood

10 Everyday SE: Maintaining the Schedule Parents are responsible for maintaining the Family System Master Schedule, including directing, approving and reporting schedule slips and changes. Basic Family System Schedule Maintenance: Maintain a Baselined Family System schedule Running list of events on fridge Chalk board or white board in kitchen Shared Google Calendar Review status regularly with Stakeholders Capture and note events occurring in parallel Highlight significant upcoming events/milestones: Pre-School Lady Bug Parade: THIS FRIDAY! Mommy’s Marathon: 2 nd Weekend in March Daddy Working proposal next 5+ weeks… Request concurrence to make changes Approval needed by all stakeholders before change 10

11 Strategic SE: Building in Margin As with all complex systems, the one thing that is certain in the Family System is that there will always be uncertainty Find the % Margin that works for your Family System Resource Margin: difference between the maximum possible value and the maximum expected value. Applies to budget, time, people. In regards to schedule: See it as the difference between as late as we can possibly be to as late as we are expecting to be. Margin used to cover the “unknown unknowns” A good Family Systems Engineer keeps margin in mind all of the time Too Much Margin = Waste; Too little Margin = Overrun If I allow too much time to get out of the door we may waste too much time, but if I don’t leave enough my two-year old throwing herself on the floor screaming because Daddy told her not to punch her older brother, we will certainly be late. Can I squeeze in a stop at the grocery store in my 15 ‘margin minutes’ I have because traffic was not bad, or will it make me late to get the kids from daycare? 11 % margin = margin max possible value - margin x 100 Source: Margins and Contingency Model - 2008 Lecture by Lisa Guerra of NASA’s Exploration Systems Mission Directorate while on assignment in the Department of Aerospace Engineering at the University of Texas at Austin

12 Everyday SE: The Family Life Cycle The Family System, like all systems has a life cycle. Purpose in defining system life cycle is to establish a framework for meeting the stakeholders needs in an efficient manner SE often concentrated at beginning, but important through life cycle Aspects of all SE Life Cycle Models applicable to Family System Plan Driven Models (Traditional) Predictable, Stable, Repeatable – good for kids! Incremental and Iterative Development (IID) Flexible and efficient with unclear requirements – also great for kids Lean Development: (Synergy between Lean Thinking & SE) Maximize Value; Minimize Waste – Every Multi-Tasking Mom’s Dream! Agile Development: (Iterative and agile method) Quick and Adaptable; welcomes changing requirements – yet again good for kids 12 “The Role of the systems engineer encompasses the entire life cycle for the system of interest. Systems engineers orchestrate the development of a solution from requirements determination through operations and system retirement by assuring that domain experts are properly involved, that all advantageous opportunities are pursued, and that all significant risks are identified and mitigated.” INCOSE Handbook VALUE VALUE STREAM FLOWPULLPERFECTION Adapted from INCOSE Handbook

13 Strategic SE: Applying Systems Thinking to a Family Project 13 CONOPs: Creative, Homemade, Family Themed Costumes Requirements: Boy & Girl Costumes 1 year old Wearable 3 year old boy inspired Preferable to lead into Bday party theme Design: Characters from CARS Movie; Made from old boxes so go on top of any clothes; red & purple System Verification and Validation: Can people tell who we are? Did we win Halloween Parade? (YES ) Integration, Test and Verification: Will 1 year old wear? Does 3 year old approve? O&M: Duck Tape and glue to make costumes last through 3 parades, trick-or treating and the birthday party Verification & Validation Project Definition Time Project Test and Integration Implementation The Systems Development Life Cycle Vee Model offers a guide for the planning and realization of family projects The Systems Vee Source: Halloween Planning 2012

14 Final Thoughts: Tailoring for your Family System to Make SE Work for You Like with all Systems, Tailoring for your Family is key to success Goal is to balance formal process against risk of schedule, cost and resource over-run Too much process (Spreadsheet trade study to pick cereal!!) Not enough process (Completely undocumented requirements may lead to disappointed kids on Christmas morning) Tailoring occurs dynamically over system life cycle based on System Stakeholders, Budget and Schedule Bottom Line: All Systems are different! So many solid system engineering techniques that can be applied to life Others not discussed: Risk Management; Project Assessment and Control; Value Engineering; etc… Figure out what works best for your Family System! 14

15 Questions? ~~~ Examples of SE in Your Life? (Even if you think of them later, please share! 15

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