1. 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
September 9, 2004

2. 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

3. 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

4. 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

5. 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

6. 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

7. DAU Integrated Program Management Model
08/12/04
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