Presented to the NDIA ICPM by Fred Meyer AF PM&AE 10 March 2010

I n t e g r i t y - S e r v i c e - E x c e l l e n c e

Headquarters U.S. Air Force

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Presented to the NDIA ICPM by

Fred Meyer AF PM&AE10 March 2010

Leveraging the Air Force Integrated Baseline Review Initiative to Develop a DoD

IBR Guide

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Integrated Baseline Review Challenges

The purpose and importance of an IBR is not understood Often viewed as an Earned Value Management review

Focus is not on technical issues Not seen as a risk reduction activity

PMs do not understand how to evaluate contract planning risks

Little or no focus on cost/schedule/technical integration

Risks not quantified in dollar terms

Fixing the problem requires: Informed leadership that asks the right questions A consistent and repeatable IBR process with metrics Tailored training for all IBR participants

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What’s Happening Now

IBRs are not consistently conducted across Services IBR focus and approach differs Service-specifics IBR guides and instructions

Process inconsistency leads to inefficiency and confusion Expectations are not clear Industry must prepare differently for each IBR Industry/Government collaboration is more difficult Joint program food-fight on which process to use

NDIA is in the process of updating their IBR guide

“What is” vice “how to”

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The Air Force Answer

PM&AE is developing an Air Force IBR instruction and training Provides a consistent IBR methodology Focus on technical risks Involves all functional experts – engineering, manufacturing,

cost, logistics, contracts and EVM Designed as a collaborative process with industry

Workshops prior to IBR progressively train teams, increase return on IBR investment and mitigate IBR risks

Clearly defined and consistent data call Process and tools includes a contractor self assessment Provides for a comparative quantification of cost, schedule,

technical, resources and all management process risk

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Teams

Program Info

Artifacts & Weights

Integration

Swim Lane WorkshopsTechnical, Schedule, Resources, Cost, Management,& Integration

ActionsReport

Ongoing ActionsData Cleanup; Issue, Risk & Opportunity Discovery

IBR Results

Actions Library

GoNo-Go

IBREvent

IBR Process Flow

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Teams

Program Info

Artifacts & Weights

Integration

Swim Lane WorkshopsTechnical, Schedule, Resources, Cost, Management,& Integration

ActionsReport

Ongoing ActionsData Cleanup; Issue, Risk & Opportunity Discovery

IBR Results

Actions Library

GoNo-Go

IBREvent

IBR Process Flow

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Team Attendees

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Teams

Program Info

Artifacts & Weights

Integration

Swim Lane WorkshopsTechnical, Schedule, Resources, Cost, Management,& Integration

ActionsReport

Ongoing ActionsData Cleanup; Issue, Risk & Opportunity Discovery

IBR Results

Actions Library

GoNo-Go

IBREvent

IBR Process Flow

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Sample Artifacts and Weights

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Risk Area Artifact Applicable?Importance to

Go / No-Go Decision

Data Call Points

Artifact WeightProvided Adequate Format?

Integrated (Adequate) Disconnected (Inadequate)

Technical

Contract or Subcontract

(including mods)Yes 3-Essential 3 4 Yes 1-Contract is signed and dated 1-Contract not signed

Technical

Initial Capabilities Document (ICD) &

Capabilities Development

Document (CDD) & Capability Production

Document (CPD)

Yes 3-Essential 3 3 Yes1-CDD or CPD referenced in contract2-CDD or CPD exists

1-CDD or CPD not found

Technical

System Requirements

Document (SRD) or Technical

Requirements Document (TRD)

Yes 3-Essential 3 3 Yes1-Spec found in SRD2-Aligns with KPPs?

1-Not found2-Does not align with KPPs?

TechnicalKey Performance

Parameters (KPPs)Yes 3-Essential 3 3 Yes

1- KPPs found in SRD or TRD?2-Align with CDD?

1- KPPs Not found

Technical

Critical Technical Parameters (CTPs)

& Technical Performance

Measures (TPM)

Yes 3-Essential 3 3 Yes 1-Supports TEMP1-Not found2-Does not support TEMP

Technical

Systems Engineering Plan

(SEP)Yes 3-Essential 3 3 Yes 1-integrated with KPPs, TPMs and TEMP

1-Not found2-Does not align with KPPS, TPMs or TEMP

TechnicalTest & Evaluation

Master Plan (TEMP)Yes 3-Essential 3 3 Yes

1-Supports SEP, major program milestones2-Closely aligns with SEP

1-Not found2-Does not support SEP

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Integration Points by Artifact

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High-Level Program Information

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Teams

Program Info

Artifacts & Weights

Integration

Swim Lane WorkshopsTechnical, Schedule, Resources, Cost, Management,& Integration

ActionsReport

Ongoing ActionsData Cleanup; Issue, Risk & Opportunity Discovery

IBR Results

Actions Library

GoNo-Go

IBREvent

IBR Process Flow

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Integration Points by Artifact

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Technical Workshop Agenda

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Teams

Program Info

Artifacts & Weights

Integration

Swim Lane WorkshopsTechnical, Schedule, Resources, Cost, Management,& Integration

ActionsReport

Ongoing ActionsData Cleanup; Issue, Risk & Opportunity Discovery

IBR Results

Actions Library

GoNo-Go

IBREvent

IBR Process Flow

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IBR Go / No-Go: No Surprises

• Essential artifacts like the SOW, WBS, IMP drive the basic Go / No-Go decision for conducting an IBR.

• Important artifacts like a Master Phasing Schedule or supplier-provided IMS Health Metrics drive a GREEN Go decision.

• Having all of the above PLUS Supplemental artifacts like resource “sand” charts result in a BLUE Go decision.

Artifacts (Data Call) Readiness

Essential % of adequately formatted Essential artifacts received 58%

High IBR RiskImportant % of adequately formatted Important artifacts received 50%

Supplemental % of adequately formatted Supplemental artifacts received 17%

Artifacts (Data Call) Readiness

Essential % of adequately formatted Essential artifacts received 100%

Minimal IBR RiskImportant % of adequately formatted Important artifacts received 100%

Supplemental % of adequately formatted Supplemental artifacts received 100%

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Teams

Program Info

Artifacts & Weights

Integration

Swim Lane WorkshopsTechnical, Schedule, Resources, Cost, Management,& Integration

ActionsReport

Ongoing ActionsData Cleanup; Issue, Risk & Opportunity Discovery

IBR Results

Actions Library

GoNo-Go

IBREvent

IBR Process Flow

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Technical Swim Lane

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IBR Results

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Actions Report

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