1. 1 NDIA Earned Value Management Application Guide Status Report August 16-17, 2005 Wayne Abba Walt Berkey David Muzio David Treacy NDIA EVM Application Guide 8-16-05

2. 2 Objectives Prepare an EVMS Application Guide for use by Federal Agencies and Industry. Address “how used” for the NDIA PMS Committee documents (e.g. ANSI/EIA 748, Intent Guide, Surveillance Guide, IBR Guide, etc.). Provide a process for both government and industry so a review documenting ANSI Guideline compliance could be accepted without another review. Limit the page count to a range of 15 to 20 pages excluding appendices Appendices provide an executive summary of existing and relevant NDIA EVM documents; not a reprint

3. 3 Application Guide Table of Contents Introduction Acquisition Process & Earned Value Management EVM Application Planning for EVM Contracting for EVM Developing the Program Budget and Baseline Performance Management & Measurement Measuring Progress & Management Analysis Communication Change Management Appendices – NDIA Documents Executive Summaries

4. 4 Introduction Users will gain insight into Planning for a program Application of EVM Organization that facilitates EVM NDIA resources and guidance Supports OMB”s objectives for application of EVM Intended for government and industry communities NDIA review for revisions every two years

5. 5 Acquisition Process & Earned Value Management Typical Acquisition Life Cycle (next slide) PM, SE. CE, Risk, Procurement disciplines essential to integrating EVM processes Earned Value Management EV -- EVM -- EVMS Asset Investment Life Cycle - Performance management approach established by the nature of the work not the contract type - EVM effective for discrete work Definitions – ANSI/EIA 748 Section 2.6

6. 6 Typical Acquisition Life Cycle Pre-Systems Acquisition Planning

7. 7 EVM Application Planning for EVM Organizing, Risk-Based Application, Scalability Contracting for EVM Contract Types, Incentives, EVMS Compliance (next slide) Developing Program Budget and Baseline (following slide)

8. 8 Acquisition Life Cycle CustomerSupplier Pre-Systems Acquisition Recognize: Application Guide System Acceptance Guide Document and Assessment: Application Guide Intent Guide Systems AcquisitionAccept: Intent Guide IBR Review: IBR Guide Surveillance: Surveillance Guide Implement: Intent Guide IBR Review: IBR Guide Execution and Surveillance: Surveillance Guide EVMS Compliance Framework

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10. 10 Performance Management and Measurement Measuring Performance Progress Variances are vital for managing complex projects Management Analysis Program team must implement actions to achieve program technical, schedule and cost objectives Program Progress Communication Program and Project Management Senior Leadership Change Management - Ensure PMB accurately represents authorized work - PMB Replan and PMB Reprogram

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13. 13 Appendices EVM Application Framework (next slide) Appendix A: ANSI/EIA 748 Appendix B: EVMS Intent Guide Appendix C: EVMS Systems Acceptance Guide Appendix D: EVMS Surveillance Guide Appendix E: Program Managers’ Guide to the Integrated Baseline Review Process

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15. 15 Path Forward Objectives and scope – complete Inputs drafted by contributors – June 15 Compile inputs into draft – Aug 12 (July 30) NDIA PM Systems Committee comments – August Mtg. Committee comments – September 15 Email inputs to David Treacy Dtreacy@mcri.com Submit to NDIA PMSC Chair – September 30 Working Version 1 preparation for release Release on NDIA Web site – October 2005