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Earned Value Management Guidelines
Tony FinefieldFinefield Consulting
tonyevm@earthlink.net714-642-8795
CPM Webinar5 September 2012
1
Overview
• Conference Presentation Description• Webinar Approach
– Creating the Plan– Evaluating the Estimated Costs– Effect of Changes– Summary
• Questions
Conference Presentation Description
• CPM 100C and 100D presented at the CPM Spring Conference and the IPM Conference
• 2 Sessions of 1.25 hours each• Covers all 32 Guidelines individually• Examples of implementation results covered• Based on:
– ANSI/EIA 748-B– NDIA Intent Guide– Personal Experience
Webinar Approach
• Creating the Plan: a discussion of the Organization and Planning, Scheduling and Budgeting Sections of the Guidelines.
• Evaluating the Estimated Costs: a discussion of the Accounting Considerations and the Analysis and Management Reports Sections.
• Effect of Changes: reviewing the guidelines for Revisions and Data Management
Creating the Plan
CPM Webinar5 September 2012
3 SUBSYSTEM INTEGRATION
15CBB
8PMB
4IM
5RAM
2OBS
1WBS
11CA
SUM7
EVT
12LOE
10WP/PP
9WB/A
6SKED 14
MR14UB
13IB
THE PLAN:PM $$$
Creating the Plan
Boxes are color-coded by guideline section.
Define all authorized work; normally, use a WBS.Define the project organization.Integrate the WBS/OBS to create management control points.Integrate subsidiary processes.Schedule with network logic.Budget by elements of cost.Create work and planning packages within the control account.Plan appropriate effort as LOE.Set progress measurement techniques.Sum WP and PP budgets to the CA total.Identify Undistributed Budgets.Set overhead budgets.Establish the PMB/CBB.Identify Management Reserve.Reconcile the CBB to the project target.Identify Overhead Management.
ORGANIZATION PLNG., SKED. & BUDGT ACCOUNTING ANALYSIS & EAC INDIRECTREVISIONS
Integrate Scope, Schedule & Resources.
Estimating the Costs
CPM Webinar5 September 2012
3 SUBSYSTEM INTEGRATION
15CBB
8PMB
4IM
5RAM
2OBS
1WBS
11CA
SUM7
EVT
12LOE
10WP/PP
9WB/A
6SKED 14
MR14UB
13IB
THE PLAN:PM $$$
27EAC
26MGT ACT
25ANL SUM
23VA
ANL
22VAs CAL
24IND ANL
19IND
COST17WBS SUM
18OBS SUM
16D/C
21MTL D/C
REALITY:REAL $$$
20UNIT/LOT COSTS
Estimating the Costs
Record Direct Costs.Record Direct Costs for Material.Summarize Direct Costs by WBS element.Summarize Direct Costs by OBS element.Record/allocate Indirect Costs.Calculate SV and CV Monthly.Identify significant variances for analysis and action.Summarize information for management.Implement approved corrective actions.Analyze indirect cost performance.Create/modify estimates at completion as needed.Identify unit/lot costs, recurring/non-recurring. If required.
ORGANIZATION PLNG., SKED. & BUDGT ACCOUNTING ANALYSIS & EAC INDIRECTREVISIONS
Summarization based on RAM intersections.
Charge # structure supports both summarizations
Effects of Changes
CPM Webinar5 September 2012
3 SUBSYSTEM INTEGRATION
27EAC
26MGT ACT
25ANL SUM
23VA
ANL
22VAs CAL
24IND ANL
19IND
COST17WBS SUM
18OBS SUM
16D/C
21MTL D/C
REALITY:REAL $$$
20UNIT/LOT COSTS
28 Contract Changes
15CBB
8PMB
4IM
5RAM
2OBS
1WBS
11CA
SUM7
EVT
12LOE
10WP/PP
9WB/A
6SKED 14
MR14UB
13IB
THE PLAN:PM $$$
Incorporating Changes
3 SUBSYSTEM INTEGRATION
27EAC
26MGT ACT
25ANL SUM
23VA
ANL
22VAs CAL
24IND ANL
19IND
COST17WBS SUM
18OBS SUM
16D/C
21MTL D/C
REALITY:REAL $$$
20UNIT/LOT COSTS
15CBB
8PMB
4IM
5RAM
2OBS
1WBS
11CA
SUM7
EVT
12LOE
10WP/PP
9WB/A
6SKED 14
MR14UB
13IB
THE PLAN:PM $$$
28 Internal
Replanning
Incorporating Changes
3 SUBSYSTEM INTEGRATION
15CBB
8PMB
4IM
5RAM
2OBS
1WBS
11CA
SUM
7EVT
12LOE
10WP/PP
9WB/A
6SKED 14
MR14UB
13IB
27EAC
26MGT ACT
25ANL SUM
23VA
ANL
22VAs CAL
24IND ANL
19IND
COST17WBS SUM
18OBS SUM
16D/C
21MTL D/C
THE PLAN:PM $$$
REALITY:REAL $$$
20UNIT/LOT COSTS
29 Budget
Reconciliation
Reconciliation of Budgets
3 SUBSYSTEM INTEGRATION
27EAC
26MGT ACT
25ANL SUM
23VA
ANL
22VAs CAL
24IND ANL
19IND
COST17WBS SUM
18OBS SUM
16D/C
21MTL D/C
REALITY:REAL $$$
20UNIT/LOT COSTS
30 Retroactive
Data Changes
15CBB
8PMB
4IM
5RAM
2OBS
1WBS
11CA
SUM7
EVT
12LOE
10WP/PP
9WB/A
6SKED 14
MR14UB
13IB
THE PLAN:PM $$$
Controlling Retroactive Changes
3 SUBSYSTEM INTEGRATION
27EAC
26MGT ACT
25ANL SUM
23VA
ANL
22VAs CAL
24IND ANL
19IND
COST17WBS SUM
18OBS SUM
16D/C
21MTL D/C
REALITY:REAL $$$
20UNIT/LOT COSTS
31 Control
Unauthorized Changes
15CBB
8PMB
4IM
5RAM
2OBS
1WBS
11CA
SUM7
EVT
12LOE
10WP/PP
9WB/A
6SKED 14
MR14UB
13IB
THE PLAN:PM $$$
Controlling the CBB Value
3 SUBSYSTEM INTEGRATION
27EAC
26MGT ACT
25ANL SUM
23VA
ANL
22VAs CAL
24IND ANL
19IND
COST17WBS SUM
18OBS SUM
16D/C
21MTL D/C
REALITY:REAL $$$
20UNIT/LOT COSTS
15CBB
8PMB
4IM
5RAM
2OBS
1WBS
11CA
SUM7
EVT
12LOE
10WP/PP
9WB/A
6SKED 14
MR14UB
13IB
THE PLAN:PM $$$
32 Document PMB
Changes
Update Baseline Documentation
Summary
ANSI/EIA Standard 748 Earned Value Management Systems (latest version):
• Contains the 32 Guidelines which form the framework of an EV based management control system
– Establishes maximum flexibility for EVMS Implementation– Defines minimal restrictions for baseline control– Focuses on minimal implementation requirements– Is recognized as an industry “best practice”– The 32 guidelines are recognized by U.S. Government and its
Agencies/organizations as the standard for EVM– Is the guiding document for the EVM Guidelines Intent Guide prepared by
NDIA
• Provides minimal implementation guidance– NDIA Intent Guide contains expanded implementation guidance– Other NDIA Guides provide insight into surveillance, IBRs, System Acceptance
Processes and Scheduling.
Next Steps
Claim your PDU for this session:• PDU activity number is 090512• Provider: REP3646
Register for the Integrated Program Management Conference:• Registration open for IPM Conference and Conference Hotel • The premier conference on Earned Value Management (EVM)
"Setting the Baseline“• October 29-31, 2012 * Bethesda North Marriott Hotel & Conference Center *• Call 800.228.9290 or 301.822.9200 and ask for IPM Conference Rate • Earn 18 PDUs at the conference• Don't miss great keynote speakers.
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