Integrated Baseline Review

What is it?Why should I want one?

Joseph A. Jankoviak, PMP, PMI-RMP

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What is an Integrated Baseline Review?

• NOT an audit• NOT a compliance review• NOT a meeting of adversaries• JOINT review of the performance

measurement baseline of a project• JOINT review of planning, progress

monitoring, and management of a project

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Who participates in an IBR?

• Buyer/customer (Government)• Seller/contractor• THEN– Proposal Team– Procurement Team

• NOW– Project Team

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Why should I have an IBR?

• DFARS 252.234-7002• FAR 34.202• Good project management practice• Foster common understanding of the project• Increase commitment to the project team• Create shared ownership of the project

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When is an IBR conducted?

• Before contract award• After contract award• During contract period of performance near

the beginning of a new contract and/or lifecycle phase

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Where is an IBR held?

• Where the project team is located• Easy to get answers or additional information• Allows people to be in IBR discussions when

needed and performing project work otherwise

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What are the objectives of an IBR?

• Assess the ability of project’s technical plan to achieve objectives of the scope of work

• Assess the adequacy of time allocated to perform tasks to achieve schedule objectives

• Assess the ability of the PMB to execute the project and attain cost objectives

• Assess the availability and adequacy of resources• Assess the degree to which management process

integrates technical/schedule/cost planning and baseline control

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How do you implement an IBR?

• Planning– Communication– Scheduling– Select participants– Training– Review material in advance– Prepare questions– Identify roles and responsibilities of participants

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How do you implement an IBR?

• Execution– Ground Rules– Seating– Discussions– Capture observations– Gather additional material– Summarize

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How do you implement an IBR?

• Follow-up– Share observations– Identify strengths and weaknesses– Identify changes– Set timetable for completion of follow-up actions– Continue communication

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What are IBR outcomes?

• Review project planning and its products• Review how progress will be monitored• Review how the project will be managed• Build an integrated team• Reduce project risk

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Things to consider

• An IBR is possible on non-Department of Defense contracts

• An IBR is possible on non-Federal Government contracts

• An IBR is possible if Earned Value Management is not used on the project

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Where does an IBR belong in the PMBOK?

• Integration• Scope• Time• Cost• Quality

• Human Resource• Communication• Risk• Procurement• Project Stakeholder

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Questions