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©2005 CSMSlide 1 Certification for Systems Engineering Professionals Overview CSEP Preparation Program
©2005 CSMSlide 2 What is Certification? Certification is a formal process whereby a community of performing, skilled representatives, such as INCOSE, warrant that a person has achieved competency in certain skills. Licenses are permissions granted by a government entity for a person to practice within its regulatory boundaries. Certification also differs from a certificate that documents the successful completion of a training or education program. The objective for the INCOSE Professional Certification Program is to provide a formal method for recognizing the knowledge and experience of systems engineers
©2005 CSMSlide 3 INCOSE CSEP Background Systems Engineering Certification 2001 – Survey of need for and interest in SE Certification 2002 – Exam created 2003 – Beta test (300 questions, 167 retained) 2004 – First 50 people certified as CSEP 2005 – CSEP program open for public enrollment
©2005 CSMSlide 4 CSEP Designation What is the designation for a Certified Systems Engineering Professional? CSEP –For example on a business card –John Doe CSEP, PMP.. –Jane Doe CSEP, PMP, PE... What Organization certifies me as a CSEP? International Council on Systems Engineering (INCOSE) What proof will be given to me that I am a CSEP? Wallet Card, Certificate, and Lapel Pin INCOSE Certification Letter INCOSE Database
©2005 CSMSlide 5 Fun CSEP Facts: What are these numbers? % 45 Number of CSEPS Number of CSEPS – Pilot Program Number of CSEPS – Post Pilot Percent through CSM Prep Program In the pipeline Numbers are approximate as of end of June, 2006
©2005 CSMSlide 6 Requirements for Certified Systems Engineering Professional (CSEP)* INCOSE membership not required to participate in program SE Experience - 5 years minimum in multiple SE disciplines Education – Bachelors degree/equivalent in technical field (Additional experience must be substituted for non-technical degree) 5 more years of engineering for non-technical Bachelors (total 10 years) 10 more years of engineering if no Bachelors degree (total 15 years) Recommendations from at least 3 Colleagues/Peers/Managers who are knowledgeable in Systems Engineering Certification Exam * Application and Fee Submittals Required Application requires copy of degree transcript or diploma Application fee is $400 – discounted to $300 for INCOSE members Test fee is $80 payable to Testing organization at time of exam.
©2005 CSMSlide 7 What are the criteria for earning Systems Engineering Certification? 1. Applicants education Determines the extent of required experience Supported by copies of college transcripts or degrees 2. Applicants verifiable experience At least five years of experience in systems engineering (technical degree) Additional 5 years engineering experience if non-technical degree Additional 10 years engineering experience if no degree 3. Applicants advocates At least three references are to be selected by the applicant References must know and understand Systems Engineering References must provide written endorsement verifying applicants systems engineering skills and experience 4. Successful completion of an exam based on: INCOSE Handbook Version 2a, and ISO Systems Engineering System Life Cycle Processes
©2005 CSMSlide 8 CSEP Exam Information The CSEP Exam is based on current INCOSE SE Handbook Version 2A which is available on INCOSEs web site. Exam cost is $80 per exam Consists of 120 questions 2 hours in length Pass/Fail results provided immediately upon exam completion Candidates eligible for two re-tests within the year SE Handbook version 3 released in Certification is good for 3 years
©2005 CSMSlide 9 Application Development 1. Verifiable Education 2. Verifiable Experience 3. Applicants Advocates (three references knowledgeable about SE) ISO INCOSE SE Handbook Version 2a Study INCOSE Application Center INCOSE Evaluation $ Completed Application And Fee Applicants own pace Take Cert Exam (Prometrics Test Center) Pay test fee Pass 3 year Certification Four to six weeks Notify Applicant Two weeks Timeline Applicant has up to one year to pass the test (three tries 3 months apart). Test is scheduled directly with Thompson-Prometrics. Current Certification Process
©2005 CSMSlide 10 Education ActivityCredit 1 College or unit semester hour 45 PDU 1 College or unit quarter hour 30 PDU 1 Continuing Education Unit (CEU) 10 PDU 1 Professional Development Hour (PDH) 1 PDU 1 hour of teaching of professional development coursework. Teaching credit is awarded for teaching a course/seminar for the first time only. Not applicable to full-time faculty. 2 PDU Authoring published papers, articles or books in any area relevant to practice 10 PDU 1 hour of participation in professional and technical society working groups/management 1 PDU Patents 10 PDU 1 hour of professional development in coursework, seminars, or professional or technical presentation made at meetings, conventions, conferences, or exam preparation 1 PDU Continuing Education Credits for Certification Renewal INCOSE requires 120 PDUs during the three-year certification period
©2005 CSMSlide 11 The Opportunity Based on the success experienced from PMIs PMP certification program, CSEP can drive the same success for INCOSE, and our industry Qualify the value proposition for the industry We get to invent a NEW acronym! CSEP INCOSE has an opportunity to advance the industry, increase memberships and create broad visibility through its certification program The Bureau of Labor & Statistics (May 18, 2004), forecasts employment growth in the systems design and related service industry to be one of the fastest growing occupations thru 2012.
©2005 CSMSlide 12 CSEP Potential Impact PMP ExperienceINCOSE Opportunity * *Based on CSMs projected forecast Based on historical data provided by PMI, the number of PMPs today exceeds more than 116,000 or 78% of total members. CSMs CSEP forecast using current market indicators suggests similar success!
©2005 CSMSlide 13 Market Trends $Billions A vertical view of CSMs client base shows strong compounded annual growth rates (C.A.G.R.) with the largest coming from the aerospace manufacturing industry. Market AnalysisMarket Analysis (C.A.G.R.)
©2005 CSMSlide 14 Concentration of CSEPs (as of 6/05/06)
©2005 CSMSlide 15 CSEP Application Discussion of the CSEP Application
©2005 CSMSlide 16 Use additional pages as needed. Describe at least five years of systems engineering experience performing tasks defined in Appendix A of the INCOSE application instructions (next chart). Under Your Duties and Responsibilities include the depth of detail typically provided on a job resume about the SE tasks/functions you performed. If you do not have a technical degree, describe your additional years of engineering experience required to qualify for certification. Reverse chronological order is preferred. Use the checklist at the end of this section as a summary of your SE experience. Use additional pages as needed. Describe at least five years of systems engineering experience performing tasks defined in Appendix A of the INCOSE application instructions (next chart). Under Your Duties and Responsibilities include the depth of detail typically provided on a job resume about the SE tasks/functions you performed. If you do not have a technical degree, describe your additional years of engineering experience required to qualify for certification. Reverse chronological order is preferred. Use the checklist at the end of this section as a summary of your SE experience. CSEP Application – SE Experience Section 5: Experience
©2005 CSMSlide 17 Experience Summary Table Systems Engineering areas of work - See Application Instructions for Detailed Definitions Total Months of Experience 1. Technical Planning 2. Requirements Engineering 3. Baseline Control 4. Technical Effort Assessment 5. Design Development 6. Qualification, Verification, and Validation 7. Process Definition 8. Tool Support 9. Training 10. Systems Integration 11. Risk and Opportunity Management 12. Quality Assurance 13. Specialty Engineering 14. Other
©2005 CSMSlide 18 Depth and Breadth of Experience and Education Note: Additional engineering experience must be substituted if you are lacking a technical Bachelors degree or equivalent: A minimum of 5 additional years of engineering experience with Bachelors degree or equivalent in a non-technical field (total minimum of 10 years) A minimum of 10 additional years of engineering experience with no degree (total minimum of 15 years) Distribution of Experience in the Systems Engineering Areas Amount of SE Experience Required Maximum Depth Maximum Breadth Intermediate 5 years with Bachelors degree, or equivalent, in technical field 3 years in any 1 area and 2 years in other areas 1 year in each of 3 areas and 2 years in other areas Any combination between maximum depth and maximum width Experience requirement is only satisfied by RELEVANT Systems Engineering experience ACCEPTED by INCOSE
©2005 CSMSlide 19 Depth and Breadth Examples
©2005 CSMSlide 20 Description Of Experience Must Be Clear And Direct. Experience must convey your direct systems engineering involvement in tasks Avoid terms like –Participated on a team that … –Led an effort to develop … –Was involved with the planning of … The following pages provide a reference of areas of Systems Engineering activities defined by the certification program and examples of direct language explanations
©2005 CSMSlide 21 Relating Life Cycle Phases to Vee Icon
©2005 CSMSlide Technical Planning Identify: User needs Program objectives Technical development strategy Program metrics including product technical performance measures and key performance parameters Program resource needs in terms of equipment, facilities, and personnel capabilities Prepare Systems Engineering Management Plans (SEMP) Define Product Breakdown Structures Prepare Integrated Master Plans Prepare Integrated Master Schedules Prepare program Work Breakdown Structures
©2005 CSMSlide Requirements Engineering Analyze customer and stakeholder needs Develop Requirements Management Plan At each level (for selected concept) Generate/develop requirements Develop measures of effectiveness and performance Perform functional analyses Develop architectural concept Allocate or derive requirements (for next level) Implement Requirements Management Plans Ensure requirements quality Control requirements Maintain requirements database
©2005 CSMSlide Baseline Control Planning Develop Configuration Management Plans Defining Establish change control processes Establish and update baselines for requirements and evolving configurations/products Performing Implement Configuration Management Plans, including change control process Participate in configuration item identification and status accounting Approve technical changes prior to presentation to CCB Participate in CCB Participate in functional and physical configuration audits Performing CCB = Configuration Control Board Defining Planning
©2005 CSMSlide Technical Effort Assessment Planning Actions for all program metrics, including product technical performance measures and key performance parameters: –Collect –Analyze –Report –Status (track) Planning Actions
©2005 CSMSlide Technical Effort Assessment (Contd) Actions Conduct audits and reviews Assess process and tool usage compliance Conduct capability assessments Recommend process and product improvements Implement approved process and product improvements Planning Actions
©2005 CSMSlide Design (Concept Architecture) Development Prepare Trade Study Plans At each level and as appropriate Identify alternate candidate concepts and architectures Evaluate concepts and architectures Select and optimize baseline candidate concept and architecture Conduct trade studies Document trade studies Prepare system/solution description documents
©2005 CSMSlide Qualification, Verification, and Validation Planning Develop Qualification, Verification, and Validation Plans Implement Qualification, Verification, and Validation Plans Defining Develop verification requirements Prepare requirements verification matrix and qualification certificates Develop pass/fail criteria Performing Conduct qualification, verification, and validation efforts and corrective actions Record results of qualification, verification, and validation efforts, and corrective actions Defining Planning Performing
©2005 CSMSlide Process Definition Enterprise Level Define enterprise processes Define enterprise best practices Project/Program Level Tailor enterprise processes for program/project applications Enterprise Project/Program Level
©2005 CSMSlide Tool Support Specify requirements Evaluate candidates Select appropriate choice Configure for use Actions for Systems Engineering computer programs and tools: Actions
©2005 CSMSlide Training Develop Training Plans for Approved Systems Engineering processes and tools Implement Training Plans Develop training courses on processes and tools Give training courses on processes and tools Enterprise Project/Program Level
©2005 CSMSlide Systems Integration Planning Define technical integration strategy Develop Integration Plans Defining Develop integration test scripts Develop and implement integration test scenarios Performing Develop integration procedures (based on integration plans) Conduct and document integration tests Track integration test results and retest status Defining Planning Performing
©2005 CSMSlide Risk and Opportunity Management Planning Develop Risk and Opportunity Management Plan Create Risk mitigation and Opportunity achievement plans Implement Risk and Opportunity Management Plans Performing Implement risk mitigation and opportunity achievement plans –Identify risk issues and opportunities –Assess risk issues and opportunities –Prioritize risks and opportunities –Track risk reduction opportunity achievement activities Performing Planning
©2005 CSMSlide Quality Assurance Planning Develop a Quality Assurance Plan Performing Implement the Quality Assurance Plan Perform quality audits Report quality audits Defining Define quality corrective actions Track quality corrective actions Performing Defining Planning
©2005 CSMSlide Specialty Engineering Planning: Develop Specialty Plans covering: Reliability Maintainability Supportability Survivability Security Safety Electromagnetic environmental effects Environmental engineering Human engineering Logistics support Packaging and handling Implement Specialty Plans Implement Planning
©2005 CSMSlide Other Many domains practice systems engineering but use specialized jargon and activities; the following are examples: Intelligent Transportation Systems –Regional Architecture – example of a framework that identifies User Services and Market Packages for one or more metropolitan areas Highway Development –Civil engineering uses Plans, Specifications, and estimates to progress through a design –Requirements come out of planning and long range forecast models Medical – Clinical Trials – (process for developing a new drug) –Configuration management – that tracks every test performed without identification of individuals (HIPAA requirement) Etc. If you use this category, show the relationship of your experience to the thirteen areas above, and justify your effort as systems engineering. HIPAA = Health Insurance Portability and Accountability Act
©2005 CSMSlide 37 Section 6: References An application shall contain the names of not less than three persons who have personal knowledge of the experience on which the applicant predicates his/her qualifications and who are not related to the applicant by blood or marriage An application shall contain the reference endorsements of not less than three persons … References will be contacted by you You will submit the list of references with the application The references will submit their endorsement DIRECTLY to INCOSE It is YOUR responsibility to Select appropriate ADVOCATES for your certification application. Let your references know what experience and performance you are citing as evidence of your qualifications for certification It is YOUR responsibility to Select appropriate ADVOCATES for your certification application. Let your references know what experience and performance you are citing as evidence of your qualifications for certification CSEP Application: Section 6 - References
©2005 CSMSlide 38 Section 6: References (An application shall contain the names of and reference endorsements of not less than three persons, not related to the applicant by blood or marriage, who have personal knowledge of the experience on which the applicant predicates his/her qualifications.) Reference 1: Name: ______________________________________________________________ Address: ____________________________________________________________ Address: ______________________________________________________ Phone Number: ______________________________________________________ Reference 2: Name: ______________________________________________________________ Address: ____________________________________________________________ Address: ______________________________________________________ Phone Number: _______________________________________________________ Reference 3: Name: ______________________________________________________________ Let your ADVOCATES know that they may be contacted. Verify that each ADVOCATEs contact information is current. CSEP Application: Section 6 - References Note: The correct INCOSE term is References; We are using the term Advocates to emphasize the proper role of your references.
©2005 CSMSlide 39 Characteristics of a Good Advocate Ensure the advocates you select can provide positive information about your Systems Engineering experience Select advocates who have Systems Engineering knowledge sufficient to judge your skills – An advocate needs to convince INCOSE evaluators that the advocate understands Systems Engineering Your current or past supervisors may – or may not – be good advocates for you IMPORTANT – Tell your advocates what Systems Engineering tasks you performed while you worked with them… IMPORTANT – Tell your advocates what Systems Engineering tasks you performed while you worked with them…
©2005 CSMSlide 40 Next Steps Finalize your application form Be sure to communicate with your references Submit the application to INCOSE Upon acceptance from INCOSE, schedule you certification examination with Thomson Prometric (directions will be included in your acceptance letter)
©2005 CSMSlide 41 The Certification Examination Computer-based examination Given at Prometric testing centers 120 multiple choice questions from the INCOSE Systems Engineering Handbook and ISO Study Hard! You must understand these two documents to pass the test. Two hour time limit Immediate notification of results CSM has also developed a set of illustrative questions.. The INCOSE website shows a question typical of what might be on the examination.
©2005 CSMSlide 42 CSEP Value Propositions Business Value Propositions: Standardization drives predictable results that impact bottom line Reflects positive investment in staff--greater employee retention Increased competitiveness in pursuit of new business (key differentiator) Individual Value Propositions: Formal recognition of professionals expertise and experience Higher compensation – PMPs averaged more than 14% increase in 2004 Enhanced employment prospects Certification offers value to business and professionals!
©2005 CSMSlide 43 CSMs CSEP Preparation Program Three Point Program: One-day application workshop Two-day INCOSE handbook review Just-in-time support Multiple Delivery Methods: Open enrollment On-site training CSM partners Course Content: Guide professionals in organizing a strong application Handbook overview Assess individual strengths and weaknesses and together we develop study guides with students Multiple practice tests
©2005 CSMSlide 44 CSMs CSEP Preparation Program – Continued Available Delivery Methods: On-site (dependent on class size) At CSM Headquarters (Vienna, VA) Available Dates: Offered monthly Visit e-client-impact-training.shtml e-client-impact-training.shtml
©2005 CSMSlide 45 CSMs CSEP Preparation Program – Continued What is Included: Application Workshop 2-day Handbook Review Practice exams (Pre & Post) Course Materials Study Guide INCOSE Handbook V.2a Follow-up and Coaching
©2005 CSMSlide 46 Pg 79, ¶ 5 Sample of Practice Test Questions What are two aspects of the definition of concurrent engineering? (Choose two.) A.All technical disciplines are involved as requirements are developed. B.Products and their related processes are developed simultaneously. C.All technical disciplines are co-located during definition. D.Ensure that system engineering staff are available throughout the development. This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEHv2a), however it was created for a CSM client by CSM and Prometric, and is used with permission.
©2005 CSMSlide 47 Pg 79, ¶ 5 Question 1-10 What is a best practice for concurrent engineering? A.Ensure monthly meetings of technical staff. B.Ensure continuous integration of the entire product team. C.Ensure that the team fully understands all the user requirements. D.Ensure the availability of state-of-the-art systems engineering tools. This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEHv2a), however it was created for a CSM client by CSM and Prometric, and is used with permission.
©2005 CSMSlide 48 Pg 81, ¶ 1 Pg 88, Fig 7-6 Question 1-11 Which two factors are critical for Integrated Project Teams (IPT) implementation? (Choose two.) A.The team is co-located. B.To be effective, team members must maintain a constant level of involvement during development. C.The team should be empowered with the authority to match its responsibility. D.Each team has at least 5 full time equivalent members (SE, design engineering, manufacturing, SW development, system test). E.The team has cost, schedule, and performance responsibility. This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEHv2a), however it was created for a CSM client by CSM and Prometric, and is used with permission.
©2005 CSMSlide 49 Next Steps Prepare application carefully. Get application critiqued. Line up qualified references. Study Hard! Remember that you need to understand the Systems Engineering Process as defined in the INCOSE Handbook, version 2a, and ISO Consider CSMs CSEP Preparation Course We wish you good luck and success in your CSEP journey!
©2005 CSMSlide 50 © 2005 Center for Systems Management, Inc Kidwell Drive, Suite 750 Vienna, VA (800) Thank You! For additional information of CSEP Preparation Courses contact: Kevin Magee
©2005 CSMSlide 1 Certification for Systems Engineering Professionals CSEP Preparation Program.
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