aap update (policy & initiatives) - acq.osd.mil · 2 ndia ipmd winter event – january 2020...

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1 NDIA IPMD Winter Event January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION UNLIMITED: January 22, 2020 20-S-0645 Office of Acquisition Analytics and Policy 1 AAP Update (Policy & Initiatives) January 2020 Mr . John McGregor Deputy Director for EVM Acquisition Analytics and Policy Mr. John McGahan EVM - CR Program Manager Tecolote Research, Inc.

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Page 1: AAP Update (Policy & Initiatives) - acq.osd.mil · 2 NDIA IPMD Winter Event – January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION Office of Acquisition Analytics and Policy UNLIMITED:

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NDIA IPMD Winter Event –

January 2020

APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: January 22, 2020 20-S-0645Office of Acquisition Analytics and Policy 1

AAP – Update (Policy & Initiatives)

January 2020

Mr. John McGregorDeputy Director for EVMAcquisition Analytics and Policy

Mr. John McGahanEVM-CR Program ManagerTecolote Research, Inc.

Page 2: AAP Update (Policy & Initiatives) - acq.osd.mil · 2 NDIA IPMD Winter Event – January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION Office of Acquisition Analytics and Policy UNLIMITED:

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NDIA IPMD Winter Event –

January 2020

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Introduction

Integrated Program Management Data Analysis Report (IPMDAR) Capabilities

Policy/Reporting Changes

Charts

Questions

Page 3: AAP Update (Policy & Initiatives) - acq.osd.mil · 2 NDIA IPMD Winter Event – January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION Office of Acquisition Analytics and Policy UNLIMITED:

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NDIA IPMD Winter Event –

January 2020

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NDIA IPMD Winter Event –

January 2020

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https://www.acq.osd.mil/evm

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NDIA IPMD Winter Event –

January 2020

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Define work Assign

resources Decompose

work scope

Record costs Summarize

costs by element

Incorporate changes

Control changes

Track changes

Analyze results Identify

variances Summarize

performance data

Implement corrective actions

Maintain EAC

Schedule work Authorize

work Define

completion criteria

EVM Data Deliverables Are Artifacts Of Program Management Process

Structured Program Management Process Within A System Of Systems

Page 6: AAP Update (Policy & Initiatives) - acq.osd.mil · 2 NDIA IPMD Winter Event – January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION Office of Acquisition Analytics and Policy UNLIMITED:

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Submit, Review & Analyze, Publish

INDUSTRYSUBMIT

PROGRAM OFFICEREVIEW & ANALYZE

PROGRAMOFFICEPUBLISH

Page 7: AAP Update (Policy & Initiatives) - acq.osd.mil · 2 NDIA IPMD Winter Event – January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION Office of Acquisition Analytics and Policy UNLIMITED:

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NDIA IPMD Winter Event –

January 2020

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IPMR Strengths / Purpose

• Performance analysis at reporting

level (e.g. WBS, OBS)

• Gold Card Analytics (CPI, SPI,

VAC, TCPI, EAC)

Limitations / Weakness

• Visibility into management controls

(WBS & OBS vs. CA/WP)

• Visibility into execution plan

(partial future forecast reporting)

• Limitations for cost/schedule

integration visibility

• Visibility into retroactive contract

changes

IPMDAR Same Strengths / Capability

• Generate performance analysis at

reporting level (e.g. WBS, OBS)

• Gold Card Analytics (CPI, SPI,

VAC, TCPI, EAC)

• Can generate legacy formats

And So Much More…

• CA or WP visibility

• Hours and dollars

• Element of Cost visibility

• Fully time-phased future plan

• Positive traceability between cost

and schedule

• Visibility into retroactive contract

changes with time-phased To Date

Greater Focus On Forward Looking Analytics

Page 8: AAP Update (Policy & Initiatives) - acq.osd.mil · 2 NDIA IPMD Winter Event – January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION Office of Acquisition Analytics and Policy UNLIMITED:

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AT CA Level,

Calculated

by WBS

From

BCWS

& ETCs

at

CA/WP

Encoded In File

Derived

Removed

Key

AT CA or

WP Level,

Calculated

by WBS

Ancillary header values removed

Derived values

Current period data values

Roll-up values in the WBS and OBS

Variances

CPI/SPI

BAC

EAC

PMB data explicitly encoded in file for cross-check

Page 9: AAP Update (Policy & Initiatives) - acq.osd.mil · 2 NDIA IPMD Winter Event – January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION Office of Acquisition Analytics and Policy UNLIMITED:

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NDIA IPMD Winter Event –

January 2020

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AT CA Level,

Calculated

by WBS

From

BCWS

& ETCs

at

CA/WP

AT CA or

WP Level,

Calculated

by WBS

Encoded In File

Derived

Removed

Key

Ancillary header values removed

Derived values

Current period data values

Roll-up values in the WBS and OBS

Variances

CPI/SPI

BAC

EAC

PMB data explicitly encoded in file for cross-check

Page 10: AAP Update (Policy & Initiatives) - acq.osd.mil · 2 NDIA IPMD Winter Event – January 2020 APPROVED FOR PUBLIC RELEASE DISTRIBUTION Office of Acquisition Analytics and Policy UNLIMITED:

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Time-phased BCWS at CA or WP

Level; derived by comparison to

prior submission

Ancillary header values removed

Derived values

Beginning Of Period Values

Baseline Changes derived by CA/WP

Current Period

Encoded In File

Derived

Removed

Key

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Hours and $, Time-Phased Future Forecast by Month

thru end of contract/effort at the CA or WP level.

Values rolled up to OBS.

FTE values derived from hours and working hours

defined in the contract calendar table

Derived values

Current period values

Roll-up by OBS

At-Complete

FTE values derived from hours and calendar

Encoded In File

Derived

Removed

Key

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IPMR 1-4 and 7: Replaced with CPD

IPMR 6: Much the same (Schedule Dataset and Native Schedule)

IPMR 5: Performance Narrative Report (Executive Summary plus Detailed Analysis)

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January 2020

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Executive Summary

Detailed Analysis Report (Specific Variances at the Control Account level)

Dollars and/or percentage

Number of thresholds and/or directed

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Encodes cost/schedule data tables and relationships

Cumulative-to-date

Future Forecast

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Ability to convert IPMDAR Contract Performance Dataset (CPD) into an IPMR format; generate legacy reports ( e.g., CPR Format 1)

Ability to convert IPMDAR data to flattened table for use with Excel Pivot Tables

Flattened IPMDAR Contract Performance Data

IPMDAR Contract Performance Data Pivot Table

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• Ability to convert IPMDAR data into trend charts

• Ability to look at control account trends and identify critical drivers

Programmatic CPI & SPI

Schedule Variance by Control Account Manager Schedule Variance by Control Account

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• What is the plan to hire the number of people needed?• Is this a realistic hiring plan?• What is the impact on cost and schedule introduced by this identified risk?

• What are the current Staffing and hiring projections?

• What is the delta between past projections and actual hiring?

Programmatic View Individual WIPT View

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• Forward looking: analysis of FTEs within a control account

• What does the trend line for BCWS look like?

• What is the delta between the BCWS and the ETC?

• Is there an imminent cost variance?

Time Phased BCWS (To-Complete) vs ETC by Control Account & EOC

Time-Phased FTE Plan by Control Account

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January 2020

Open Communication & Transparency Are Key To Effective Program Management

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EVM Policy Interpretation General EVM Policy QuestionsEVM Applicability EVM Report Tailoring

Acquisition Strategies EVMS Compliance Applicability

[email protected] https://www.acq.osd.mil/evm