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1 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certification of Systems Engineers INCOSE-TD

2 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August INCOSE Copyright Notice Copyright (c) 2007 by INCOSE, subject to the following restrictions: Author Use. Authors have full rights to use their contributions in a totally unfettered way. Abstraction is permitted with credit to the source. INCOSE Use. Permission to reproduce and use this document or parts thereof by members of INCOSE and to prepare derivative works from this document for INCOSE use is granted, with attribution to INCOSE and the original author(s) where practical, provided this copyright notice is included with all reproductions and derivative works. External Use. This document may be shared or distributed to non-INCOSE third parties. Requests for permission to reproduce this document in whole are granted, provided it is not altered in any way. Requests for permission to prepare derivative works of this document for external and/or commercial use will be denied unless covered by other formal agreements with INCOSE. Copying, scanning, retyping, or any other form of reproduction of the content of whole pages or source documents is prohibited except as approved by the INCOSE Central Office, 2150 N.107th St., Suite 205, Seattle, WA Electronic Version Use. Any electronic version of this document is to be used for personal use only and is not to be placed on a non-INCOSE sponsored server for general use. Any additional use of these materials must have written approval from INCOSE Central. Permissions. INCOSE has granted permission to member companies of the INCOSE Corporate Advisory Board to post and use this document internally, subject to the external use restriction. Technical Data. This data was prepared by the Hampton Roads Area and Southern Maryland Chapters of INCOSE for information only. It is has been released by those Chapters as INCOSE Technical Data. It is subject to change without notice and may not be referred to as an INCOSE Technical Product. Send comments to and

3 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Acknowledgement This presentation was extracted and updated from: INCOSE Certification of Systems Engineers, Certification Program Briefing for Chapters, CB0104, Karl C. Geist, CSEP, 9 November 2005 and CB0607, Karl C. Geist, CSEP, 6 Jun 2007 Presentation to INCOSE IW06, Kenneth J. Kepchar, 28 Jan 2006 Certification Status Report, INCOSE IS, July 2006 New Member Introduction & Orientation, INCOSE IS 2006, Bruce Shelton, 10 July 2006 INCOSE Certification of Systems Engineers Program, Program Status Report, John Muehlbauer, January 2007

4 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Contents Introduction Benefits & Background Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Communications

5 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August What Is Certification? Certification is an occupational designation issued by an organization that provides confirmation of an individual's qualifications (specific knowledge and/or skill level) in a specified profession or occupational specialty. Certification is voluntary. That means it is neither a barrier nor a gate to entering or exiting a job. However, it may be used as a qualifier in placement.

6 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August What Is Certification? (cont) formal process a person has achieved competencyCertification is a formal process whereby a community of performing skilled representatives, such as INCOSE, warrants that a person has achieved competency in certain skills. Certification differs from licensingCertification differs from licensing in that licenses are permissions granted by a government entity for a person to practice within its regulatory boundaries. Certification also differs from a "certificate"Certification also differs from a "certificate" that documents the successful completion of a training or education program.

7 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August What Does It Mean To Be Certified? Individual has basic skills to perform fundamental SE tasks and is able to make a productive contribution in most work situations. Initial certification is at the SE foundation level.

8 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Contents Introduction Benefits & Background Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Communications

9 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August What are the Benefits of Certification? Formally recognizes your systems engineering capabilities Distinguishes you from others within your professional field Provides competitive advantage to you and your company Furthers your professional development as a systems engineer Helps advance the state of the art and practice of systems engineering

10 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Who Is Certification For? Everyone interested in being recognized formally for their systems engineering capabilities

11 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Is Certification for INCOSE Members Only? No, certification is open to everyone. Participation is voluntary. INCOSE members receive reduced rates for initial certification and renewal.

12 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Background Certification Intent – an Instrument for Realizing INCOSE Strategic Goals Influence – increase awareness among SE professionals, employers, and educators Advance – promulgate todays State of the Art to broaden the foundation for advancement Growth – certification should improve INCOSE membership retention and stimulate growth

13 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Background (cont) INCOSE Top Five Priorities Complete the classification of all existing INCOSE products and make them available to members on web Implement the Guide to the Systems Engineering Body of Knowledge and populate it Complete the INCOSE Technical Vision on the future of Systems Engineering Revise the Systems Engineering Handbook, Version 3 Implement the Systems Engineering Certification Program

14 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Contents Introduction Benefits & Background Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Communications

15 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August CSEP Requirements* INCOSE membership not required to participate in program 1.SE Experience - 5 years minimum in multiple SE disciplines 2. 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) 3. Experience confirmation and recommendations from at least 3 Colleagues/Peers/Managers who are knowledgeable in SE 4.Pass Certification Exam * Application and non-refundable 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 Test Organization when scheduling exam

16 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August CSEP Requirements Compliance

17 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August SE Disciplines/Functional Areas Qualifying for SE Experience Requirements Engineering Risk and Opportunity Management Baseline Control Technical Planning Technical Effort Assessment Design Development Qualification, Verification, and Validation Process Definition Tool Support Training System Integration Quality Assurance Specialty Engineering Other If you have experience you want counted, but it doesnt fit into these 13 functional areas, YOU have to CONVINCE the reviewers that the experience is RELEVANT to SE CERTIFICATION

18 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August SE Disciplines/Functional Areas Qualifying for SE Experience (cont) Systems engineering functions include but are not limited to the following: Requirements Engineering: analyze customer and stakeholder needs, generate/develop requirements, perform functional analyses, derive requirements, ensure requirements quality, allocate requirements, control requirements, maintain requirements database, develop and implement Requirements Management Plans, develop measures of effectiveness and performance Risk and Opportunity Management: develop and implement Risk and Opportunity Management Plans, identify risk issues and opportunities, assess risk issues and opportunities, prioritize risks and opportunities, develop and implement risk mitigation and opportunity achievement plans, track risk reduction and opportunity achievement activities Baseline Control: develop and implement Configuration Management Plans, establish and update baselines for requirements and evolving configurations/products, establish and implement change control processes, maintain traceability of configurations, participate in Configuration Control Boards, participate in configuration item identification and status accounting, participate in functional and physical configuration audits Technical Planning: identify program objectives and technical development strategy; prepare Systems Engineering Management Plans, program Work Breakdown Structures, product Breakdown Structures, Integrated Master Plans, and Integrated Master Schedules; identify program metrics including product technical performance measures and key performance parameters, identify program resource needs in terms of equipment, facilities, and personnel capabilities Technical Effort Assessment: collect, analyze, track, and report program metrics including product technical performance measures and key performance parameters; conduct audits and reviews; assess process and tool usage compliance; conduct capability assessments; recommend and implement process and product improvements

19 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August SE Disciplines/Functional Areas Qualifying for SE Experience (cont) Architecture/Design Development: identify baseline and alternate candidate concepts and architectures, prepare Trade Study Plans, conduct and document trade studies, evaluate and optimize candidate concepts and architectures, prepare system/solution description documents Qualification, Verification, and Validation: develop and implement Qualification, Verification, and Validation Plans; develop verification requirements and pass/fail criteria; conduct and record results of qualification, verification, and validation efforts, and corrective actions; prepare requirements verification matrix and qualification certificates Process Definition: define enterprise processes and best practices, tailor enterprise processes for program/project applications Tool Support: specify requirements for, evaluate, select, acquire, and install SE computer programs/tools Training: develop and implement Training Plans, develop and give training courses on processes and tools Systems Integration: define technical integration strategy, develop Integration Plans, develop integration test scripts, develop and implement integration test scenarios, conduct and document integration tests, track integration test results and retest status Quality Assurance: develop and implement a Quality Assurance Plan, perform quality audits, report quality audits, define and track quality corrective actions Specialty Engineering: develop and implement Specialty Plans as part of, or an addendum to, the Systems Engineering Management Plan to cover such specialties as reliability, maintainability, supportability, survivability, logistics support, security, safety, human factors, electromagnetic environmental effects, environmental engineering, packaging and handling, etc. Other: describe other functions that you have performed and can justify as system engineering activities.

20 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Balanced SE Experience Distribution of Experience in SE Functional Areas Listed in Prior Slide Amount of Experience Required Maximum Depth Maximum Width Intermediate 5 years with Bachelors degree, or equivalent, in technical field 3 years in any one area and 2 years in other areas 1 year in each of three areas and 2 years in other areas Any combination between maximum depth and maximum width Certification at the foundation level will indicate that the individual has a balance between the depth and breadth of systems engineering experience in performing some, but not all, SE functions. The following table provides guidelines on what constitutes balanced SE experience considering the 14 SE functional areas listed in the prior slide. The acceptability of experience distributions outside the above guidelines is subject to the decision of the Certification Office. When describing your SE experience, link it to the 14 functional areas.

21 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Exam Information Exam is based on current INCOSE SE Handbook V2a which is available on INCOSE web site, and is not open book Exam cost is $80 per exam paid directly to Test Organization when scheduling exam Current exam is 120 questions (98 scored, 22 Beta questions) and 2 hours in length Pass/Fail results provided immediately upon exam completion Candidates eligible for two re-tests within one year of application submittal (three exam total per application) Exam will be updated in July 2008 based on SEH V3.1 V3 = Substantial change from V2a, less detail, new semantics. Exam question bank changes required. V3.1 = Minor update plus new appendices with V2a info that is on the Exam.

22 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Exam Question Format with Sample Content (cont) Which three of the following are methods to express functional behavior? (Choose three) A. Allocated requirement diagram B. Functional flow diagram C. Behavior diagram D. Integrated definition for functional modeling (IDEF) diagram E. Network Tree This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEH V2a), however it was created by CSM and Thompson-Prometric, and is used with permission.

23 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Exam Question Format with Sample Content (cont) Which three of the following are methods to express functional behavior? (Choose three) SEH V2a Ref. A. Allocated requirement diagram B. Functional flow diagram Pgs C. Behavior diagram Pg 125, ¶ last D. Integrated definition for functional modeling (IDEF) diagram Pg 127, ¶ 1 E. Network Tree This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEH V2a), however it was created by CSM and Thompson-Prometric, and is used with permission. X X X

24 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Exam Question Format with Sample Content (cont) Which are three justifications for Configuration Management? (Choose three) A. Facilitates communication B. Encourages requirements changes C. Prevents requirements changes D. Forces change evaluations E. Control requirements changes This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEH V2a), however it was created by CSM and Thompson-Prometric, and is used with permission.

25 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Exam Question Format with Sample Content (cont) Which are three justifications for Configuration Management? (Choose three) SEH V2a Ref. A.Facilitates communicationPg 48, ¶ 1 B.Encourages requirements changes C.Prevents requirements changes D.Forces change evaluations Pg 48,¶ 1 E.Control requirements changes Pg 46, ¶2 This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEH V2a), however it was created by CSM and Thompson-Prometric, and is used with permission. X X X

26 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Requirements for CSEP 3-Year Renewal* INCOSE membership not required to participate in program Continuing Education during Prior 3 Years PDUs * Renewal Application and Fee Submittals Must be submitted before current certification period ends Continuing education log submittal required Renewal Fee is $100 – discounted to $50 for INCOSE members

27 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Education ActivityCredit 1 College or unit semester hour45 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 practice10 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 CSEP Renewal

28 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Contents Introduction Benefits & Background Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Communications

29 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certification Process Diagram ISO INCOSE SE Handbook Version 2a Study Notify Applicant Two weeks $ Submit completed application and fee INCOSE Application Center INCOSE Evaluation Four to six weeks Applicant has up to one year to pass the test (three tries 3 months apart). Test is scheduled directly with Thompson-Prometric. Application Development 1. Verifiable Education 2. Verifiable Experience 3. Applicants Advocates (three references knowledgeable about SE) Applicants own pace Timeline Pass 3 year Certification Notify Applicant Pay test fee Schedule & Take Exam (Prometric Test Center) Applicants own pace

30 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August How Long Will It Take to Become Certified? There is no one answer. Much depends on the applicant. Time Applicant Downloads information from INCOSE web page Collects information Fills out and submits forms via Pays fee on-line ?????? INCOSE Receives application & fee Checks completeness of submittal Notifies applicant by that application was received, appears complete, or has missing materials < 2 weeks References submit recommendations via e- mail to INCOSE. Applicant submits missing material. Averaging 50 days INCOSE sends CSEP certificate via postal mail to applicant < 2 weeks Applicant Schedules exam with test organization Takes exam at test site Receives results immediately Schedules another exam if needed Averaging 62 days INCOSE Receives recommendations from references and missing information Evaluates education and experience Notifies applicant of evaluation results. If requirements are met, authorizes exam Averaging 21 days Shortest is 37 days, Average is 147 days

31 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Exam-First Certification Process Diagram Beta Test for Course Participants Only ISO INCOSE SE Handbook Version 2a Study Notify Applicant ? $ Submit completed application and full fee INCOSE Application Center INCOSE Evaluation ? Exam-First Application Development Applicants own pace Timeline Pay test fee Schedule & take exam (Prometric Test Center) Applicants own pace Pass Notify Applicant CAUTION! No Certificate and No CSEP Applicant must complete the full application process to be a CSEP Applicant has up to one year to pass the test (three tries 3 months apart) and complete the full application process. Test is scheduled directly with Thompson-Prometric. Full non-refundable application fee required up-front

32 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Contents Introduction Benefits/Background Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Communications

33 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certification Program Milestones Certification Program Development Authorized by BOD - IS 02 Certification Exam Beta Tested – IS 03 Certification Program Operational Plan Approved by BOD – IS 04 Initial CAG and Acting Program Manager Appointed – September 2004 Initial CSEPs Awarded – IW 05 Certification Program Available to Public via INCOSE Web Page – March 2005 Exam-First Application Beta Test for Course Participants Only – April 2007 IS = International Symposium, IW = International Workshop

34 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Recent Accomplishments Full Processing & User-Friendly Forms 134 CSEPs as of 5/1/07 Group Discounts Offered Exam-First, Beta Test for course participants only

35 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certifications by Company* *54 Companies Have 1 CSEP as of 1 May 2007 Number Certified Company

36 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certifications by Region* *12 States have 1 certified person as of 1 October 2006

37 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certifications Outside of USA Australia Belgium Canada India Norway (2) Republic of Korea

38 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Group Discounts Available to INCOSE Corporate Advisory Board Organizations Minimum of 10 Employee Names in Group Package Submittal with Fee Discount is 10% of Normal Application Fee Applies to Non-INCOSE Employees Only Not Applicable to Exam Fee

39 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certification Program Features Certification Program Scope Initially only one level: Certified Systems Engineering Professional (CSEP) Foundation Level Advanced and Specialty area levels of certification may be added later Certification Program Operations Administration Provide candidates with appropriate test ID numbers Implement procedures for handling applications Handle applications for certifications and renewals Act as focal point for communications and coordination\ Management INCOSE BOD provides funding approval and Program oversight Certification Advisory Group (CAG) establishes policy and provides oversight to the Program Program Manager implements policy/procedures, manages operations, reviews and approves applications Certification Application Reviewers (CARs) are a pool of CSEPs to review candidate qualifications

40 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Program Change Considerations Update Exam After SE Handbook V3.1 Appendices Completed Review of Exam Training Programs Courseware Knowledge Providers (List of Recommendations) Internationalize the Program (Multiple Languages) Multiple Levels of Certification Systems Engineering Management Systems Engineering Specialist Systems Engineering Enterprise Processes Systems Engineering Fellow

41 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Contents Introduction Benefits & Background Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Communications

42 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Where Do I Find More Information? 134 CSEPs as of 1 May 2007 Forms & Processing via

43 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Posted Certification Program Details INCOSE Certification Web Area Introduction and Overview Briefing Certification Requirements Certification Renewal Requirements Certification Fees Online Payment Certification Exam Continuing Education Experience Applicable to Certification Colleagues/Peers Used for References Certification Forms Ethics Statement Frequently Asked Questions (FAQs - 51) Possible Future Levels of Certification Certification Reconsideration Appeal Certified Systems Engineering Professionals

44 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Questions? Visit the SE Certification website at or Contact the Certification Office at incose.org

45 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Back-up Slides

46 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August CSEP Projected Potential Impact PMP Experience INCOSE Opportunity * * Based on historical data provided by PMI, the number of PMPs today exceeds more than 116,000 or 78% of total members. ASE/CSMs CSEP forecast using current market indicators suggests similar success!

47 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certification Organization Board of Directors Corporate Advisory Board Member Board Certification Office Program Manager (PM) Certification Advisory Group (CAG) Certification Application Reviewers (CAR) Technical Board IV&V Handbook WG Inputs Admin Support Test Support

48 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Program Manager Establishes and Operates Program Office Primary Interface with all INCOSE BOD/Support Contracted by INCOSE BOD to 2-year Renewable Term Based on Recommendation of CAG Establishes Program Procedures Develops Program Budget for INCOSE Approval Ensures Satisfactory Interfaces and Services to All Clients of the Certification Program Publicizes and Markets the Certification Program Monitors, Measures, and Reports on the Effectiveness of the Certification Process Maintains Records of All Certification Activities

49 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certification Advisory Group (CAG) Provides INCOSE Oversight to Certification Program Office - Represents INCOSE perspective and interests - 9 Members appointed by BOD for 3 year terms (staggered, limited to six consecutive years of service) - Chair elected on annual basis by CAG members Establishes Certification Program Policy Identifies Qualified PM Candidates and Provides Recommendation to BOD for Appointment Evaluates and Reports Program Manager Performance to INCOSE BOD Monitors Program Metrics Provides Appeal Process for Contested Decisions Oversees Certification Examination Content

50 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Certification Application Reviewers (CARs) Pool of CSEPs available for evaluation of applicants technical credentials Applications assigned by PM to groups of CARs for review (min of 3 per application) Pool established by CAG based on following criteria INCOSE member in good standing Current CSEP status At least 20 years of engineering experience At least 10 years of systems engineering experience Some experience in hiring/managing engineering / technical personnel is desired, but not required Initial pool appointed by BOD Additional CARs selected by CAG

51 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Example INCOSE Knowledge Providers Prep Course – HRA Chapter Who: INCOSE Hampton Roads Area (HRA) Chapter What: Seminar on the Systems Engineering Handbook in Preparation for SE Certification For those individuals interested in taking the INCOSE Certified Systems Engineering Professional (CSEP) exam When: Two Consecutive Days Each Fall - 8 AM to 5 PM Concept: This Seminar complements a Systems Engineers preparation for the SE Certification Examination by providing an overview of the each chapter of the INCOSE System Engineering Handbook (V2a) in a study group format. The program consists of two days covering the Certification of SEs and the Management Sections (Day 1, Sections 1-7) and Technical Sections (Day 2, Sections 8-12) of the Handbook. Application help is also provided. Location: Hampton Roads Area - INCOSE Chapter, at the Old Dominion University Cost: $100 for INCOSE Members, $150 for non-members Program Agenda: Day 1 Day 2 Time TopicTime Topic 8-9 Certification of SEs8-12 Technical Chapters 9-12 Management Chapters12-1 Lunch - included in cost 12-1 Lunch - Included in Cost1-4 Technical Chapters 1-5 Management Chapters 4-5 Application Help Online Registration: Available at Sponsorship Opportunities: Available today with more information on our website.

52 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August Example Commercial Knowledge Providers Prep course – ASE/CSM The 3-part program is $1,200. The course includes: 1-day Application Workshop 2-day Handbook Review complete with pre and post test exams with exam questions included in each module Course Materials Study Guide INCOSE Handbook Thompson Prometric Exam Fee Follow-up and Coaching after the exam Guarantee! Clients can recycle through the program up to 3 times without additional charge Refundable $80 exam fee upon receipt of a self mailer which is handed out during the Handbook review sessions. The mailer will include questions regarding our program, and applicants experience taking the exam.

53 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August INCOSE Certification Program Abstract Program Managers throughout industry frequently request some number of systems engineers to perform Systems Engineering (SE) tasks or jobs. Too often in their hurry to get someone now, the program fails to define what capabilities or skills are required of the requested systems engineers. The other aspect of the personnel problem is the large number of people who are called, or who call themselves Systems Engineers without there being any standardization in what the title means in terms of: What SE tasks are they really capable of performing? This problem requires a twofold solution: –Define SE task terms that can be used by Program Managers to specify SE tasks or jobs that need to be done, and –Recognize SE personnel who have the knowledge and experience capabilities to perform the SE task or job assignments. The Board of Directors of the International Council on Systems Engineering (INCOSE) recognized this industry-wide void, and conducted a member survey. The detailed responses of the survey showed a perception that certification would increase the credibility, marketability, and professional status of systems engineers. Respondents also believed that a certification program would benefit employers by providing an objective means for selecting candidates and assessing skills. Individuals viewed attainment of certification as an accomplishment, and more than half indicated that they would participate in a certification program, notwithstanding a lack of conviction that certification would influence employment. So in response to this members' request, INCOSE commissioned a working group to develop and implement a plan for certifying Systems Engineers who have demonstrated a fundamental level of knowledge and experience in the SE discipline.

54 CSEP Copyright (c) 2007 by INCOSE, subject to the restrictions the copyright slide, INCOSE Copyright Notice. Certification of SEs, 14 August INCOSE Certification Program Abstract (Cont) This presentation briefly describes the background that led to the development of the operational concept and procedures that INCOSE is following for certifying systems engineering professionals by covering the following topics: Program Background, Certified Systems Engineering Professional (CSEP) Requirements, Certification Program Features, Program Status, and Program Communications. It also defines the objectives and initial scope of the certification program. Initially, this certification program will recognize only one level of SE Certification – a foundations level. After gaining experience in operating the program, INCOSE plans to expand the program to accommodate more global SE applications and to recognize multiple levels of SE capability. The program initially intends to achieve three goals defined in INCOSE Strategic Directions, January 2000, and to respond to its members needs. The potential contributions of an INCOSE Systems Engineering Certification Program to each of the three INCOSE strategic goals are as follows: –Strengthen INCOSEs influence: A professional SE certification program will increase the awareness among professionals, their employers, and their educators of the discipline of Systems Engineering and of INCOSE as the responsible SE professional association. –Advance the state of the art and practice of systems engineering: A professional SE certification program will make a significant contribution to the promulgation of existing discipline knowledge, and will broaden the base for knowledge flow in the learning- codification-dissemination loop. –Promote growth of the INCOSE organization: SE professional certification may promote membership in INCOSE as the corresponding professional association that provides the best source of SE contacts and professional expertise.


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