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1 This lesson provides an overview of an I n tegra ted Analysis Model and the roles and responsibilities of the I n tegrated Product Team (IPT) tha t implements the model. The terminal learning objective for this lesson is t o recognize the key elements of an I ntegrated Analysis Model, which addresses the following top-level steps: Analyze Past Performance, Predict Future Performance, and Formula te a Plan of Action. T his lesson includes two t opics: Topic 1: Steps and Sub-Steps in the Model Integrated Product To p ic 2: Integrated Product Team ( IPT) Roles Team (IPT)... I Poge 1of17 I... Back Next

2 This lesson provides an overview of an I n tegra ted Analysis Model and the roles and responsibilities of the I n tegrated Product Team (IPT) tha t implements the model. l ong Description The terminal ' "~ 'n"'n recognize the Integrated product team, I PT, with the following Model, which addre,ss,el members : program manager, schedule analyst, EVM Analyze Pas t analyst, financial manager, cos t es tima tor, contracting and Formula te a Plan officer, systems engineer, and logis tician. T his lesson includes two t opics: ~~---- Topic 1: Steps and Sub-Steps in the Model Integrated Product To pic 2: Integrated Product Team ( IPT) Roles Team (IPT)... I Poge1of17 I... Back Next

3 In this topic, you will: Recognize the steps and sub-steps o f a three -step Integrated Analysis Model "'iiiillllll I Pilge lof 17 I... Back a 1 N ext

4 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Steps in the Model The purpose of the Integrated Analysis Model shown in this lesson is to outline a process that can help program managers ( PMs ) evaluate cost and schedule performance, understand root causes, and take management action. The model helps to answer the following questions: Where are w e n ow and how d o w e know? Where are w e g oing and w hen w ill w e b e d o ne? What are w e d o ing t o get w here w e need t o b e? The Integrated Analysis Model contains three steps: Analyze Past Performance Predict Future Performance Formulate a Plan of Action While it is useful to define a model in discrete steps like this, it is important to remember that all three steps are inter- related. Both the contractor and the Government follow a similar analysis process. The contractor reports the results of the analysis, including the management actions taken, in the Integrated Program Management Report ( I PMR). The Government uses the IPMR as an important source document for its analysis. You must select each step in the modelto move on.!! "'iillllllll I Pag e3of 17 I... Ba ck liiii ) Next

5 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP St eps in the Model The purpose of the Integrated Analysis Model shown in this lesson is to outline a process that can help program managers ( PMs ) evaluate cost and schedule performance, understand root causes, and take management action. The model helr ""'1 Analyze Past Performance Where. By a nalyzmg past performance, the Earned Where Value Management ( EVM) analyst and the I IPTs lay the groundwork to help predict What a ' fut ure performance. Both of these activities are essential inputs to formulating a plan of The Integrate Analyze Predict action. Thus, the model can be thought of as an integrated whole, with the three activities occurring in an overlapping manner. Formula lr While it is useful to define a model in discrete steps like this, it is important to remember that all three steps are inter- related. Both the contractor and the Government follow a similar analysis process. The contractor reports the results of the analysis, including the management actions taken, in the Integrated Program Management Report ( I PMR). The Government uses the IPMR as an important source document for its analysis. "'iillllllll I Pag e3of 17 I... Back liiii ) Next You must select each step in the modelto move on.!!

6 EVMlOl Fundam entals of Earned Value Managem ent Lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP Steps in the Model The purpose of the Integrated Analysis Model shown in this lesson is to outline a process that can help program managers (PMs) evaluate cost and schedule performance, understand root causes, and take management action. The model heltr ~----"11 Predict Fut ure Perfo rman ce Where The EVM analyst and the IPTs focus on Where predicting the future by looking at: Whata Trend data Future tasks The Integrate Effort in the Integrated Master Analyze Schedule (IMS) Predict Updated risk assessments Formula One of the key outputs of the analysis is an update to the program's estimate at completion (EAC). The updated EAC can be While it is use compared to the obligation profile to important to r determine if funding is sufficient for the contract effort at any given time. Both the cont is process. The contractor reports the results of the n, in the Integrated Program Management Report ( IPMR)'l J. source document for its analysis. "'iiiillllll I Pil ge 3 of Back 8 Next I You must select e ach s tep in the model to m ove on..!2

7 EVMlOl Fundam entals of Earned Value Managem ent Lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP Steps in the Model The purpose of the Integrated Analysis Model shown in this lesson is to outline a process that can help program managers (PMs) evaluate cost and schedule performance, understand root causes, and take management action. The model heltr "11 Formulate Plan o f Action Where Using the information gleaned in the other Where two steps, the EVM analyst and IPT Whata The Integrate formulate a plan of action for the PM to: Mee t schedule delivery dates Stay within budget Analyze Meet technical performance Predict requirements Formula Typically in this step of the analysis model, funding and budgetary needs may be reassessed and a variety of trades may be While it is use made to remain within the bounds of the important to r contract cost, schedule, and technical Both the cont objectives. is process. The contractor reports the results of the n, in the Integrated Program Management Report ( IPMR)r source document for its analysis. "'iiiillllll I Pil ge 3 of 17 I... Back 8 1 Next You must select e ach s tep in the model to m ove on..!2

8 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Steps in the Model The purpose of the Integrated Analysis Model shown in this lesson is to outline a process that can help program managers ( PMs ) evaluate cost and schedule performance, understand root causes, and take management action. The model helps to answer the following questions: Where are we goi What are we The Integrated Analysis '!' Analyze Past Performance Predict Future Performance Formulate a Plan of Action l ong Descript ion Integrated analysis model consists of three steps: analyze past performance, predict future performance, and formulate a plan of action. While it is useful to define a model in discrete steps like this, it is important to remember that all three steps are inter-related. Both the contractor and the Government follow a similar analysis process. The contractor reports the results of the analysis, including the management actions taken, in the Integrated Program Management Report ( IPMR). The Government uses the IPMR as an important source document for its analysis. You must select each step in the modelto move on.!! "'iillllllll I Page3of17 I... Back liiii ) Next

9 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Analyze Past Performance This step answ ers the question : Where are we n o w and h ow do we know? The analysis in this step helps identify key technical, cost, and schedule drivers that merit management focus. The Program Management Office (PMO ) IPT members examine historical performance data, such as: Technical Performance Measurements (TPMs ) EVM cost and schedule performance data Integrated Master Schedule ( IMS) data The model presented in this lesson is just one of many possible approaches. However, all approaches have certain steps in common, including the need to: Validate data Analyze PMB Analyze technical risk drivers Analyze schedule drivers Analyze cost drivers Unders tand technical. cost. and schedule variances... I Page4of 17 I... Back Next You must select each step to move on.

10 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Analyze Past Perfor mance This step answ ers the question : Where are we n o w and h ow do we know? The analysis in this step helps identify key technical, cost, and schedule drivers that merit management focus. The Program Management Office (PMO ) IPT members examine historical performance data, such as: Technical Performance Measurements (TPMs ) EVM cost and schedule performance data Integrated Master Schedule ( IMS ) data The model presented in this lesson is just one of many possible approaches. However, all approaches have certain steps in common, including the need to: Validate data Analyze PMB Analyze technical risk drivers Analyze schedule drivers Validate data The purpose of this step is to validate that the data provided are consistent, useful, and represented correctly. Analyze cost drivers Unders tand technical. cost. and schedule variances... I Page4of 17 I... Ba ck Next You must select each step to move on.

11 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Analyze Past Perfor mance This step answ ers the question : Where are we n o w and h ow do we know? The analysis in this step helps identify key technical, cost, and schedule drivers that merit management focus. The Program Management Office (PMO ) IPT members examine historical performance data, such as: Technical Performance Measurements (TPMs ) EVM cost and schedule performance data Integrated Master Schedule ( IMS ) data The model presented in this lesson is just one of many possible approaches. However, all approaches have certain steps in common, including the need to: Validate data Analyze PMB Analyze technical risk drivers Analyze schedule drivers Analyze cost drivers Analyze PMB The purpose of this step is to determine that the performance measurement baseline ( PMB ) is current and that the contractor is " using earned value to manage" and not " managing the earned value data." Unders tand technical. cost. and schedule variances... I Page4of 17 I... Ba ck Next You must select each step to move on.

12 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Analyze Past Perfor mance This step answ ers the question : Where are we n o w and h ow do we know? The analysis in this step helps identify key technical, cost, and schedule drivers that merit management focus. The Program Management Office (PMO ) IPT members examine historical performance data, such as: Technical Performance Measurements (TPMs ) EVM cost and schedule performance data Integrated Master Schedule ( IMS ) data The model presented in this lesson is just one of many possible approaches. However, all approaches have certain steps in common, including the need to: Validate data Analyze PMB Analyze technical risk drivers Analyze schedule drivers Analyze technical risk driv ers The purpose of this step is to identify technical drivers, which are elements that could impact the ability to achieve contract technical requirements. Analyze cost drivers Unders tand technical. cost. and schedule variances... I Page4of 17 I... Ba ck Next You must select each step to move on.

13 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Analyze Past Perfor mance This step answ ers the question : Where are we n o w and h ow do we know? The analysis in this step helps identify key technical, cost, and schedule drivers that merit management focus. The Program Management Office (PMO ) IPT members examine historical performance data, such as: Technical Performance Measurements (TPMs ) EVM cost and schedule performance data Integrated Master Schedule ( IMS ) data The model presented in this lesson is just one of many possible approaches. However, all approaches have certain steps in common, including the need to: Validate data Analyze PMB Analyze technical risk drivers Analyze schedule drivers Analyze schedule driv ers The purpose of this step is to analy ze schedule drivers, which are elements that could impact the ability to achieve contract schedule objectives. Analyze cost drivers Unders tand technical. cost. and schedule variances... I Page4of 17 I... Ba ck Next You must select each step to move on.

14 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Analyze Past Perfor mance This step answ ers the question : Where are we n o w and h ow do we know? The analysis in this step helps identify key technical, cost, and schedule drivers that merit management focus. The Program Management Office (PMO ) IPT members examine historical performance data, such as: Technical Performance Measurements (TPMs ) EVM cost and schedule performance data Integrated Master Schedule ( IMS ) data The model presented in this lesson is just one of many possible approaches. However, all approaches have certain steps in common, including the need to: Validate data Analyze PMB Analyze technical risk drivers Analyze schedule drivers Analyze cost driv ers The purpose of this step is to analy ze cost drivers, which are elements that could impact the ability to achieve contract cost objectives. Analyze cost drivers Unders tand technical. cost. and schedule variances... I Page4of 17 I... Ba ck Next You must select each step to move on.

15 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Analyze Past Perfor mance This step answ ers the question : Where are we n o w and h ow do we know? The analysis in this step helps identify key technical, cost, and schedule drivers that merit management focus. The Program Management Office (PMO ) IPT members examine historical performance data, such as: Technical Performance Measurements (TPMs ) EVM cost and schedule performance data Integrated Master Schedule ( IMS ) data The model presented in this lesson is just one of many possible approaches. However, all approaches have certain steps in common, including the need to: Validate data Analyze PMB Analyze technical risk drivers Analyze schedule drivers Understand technical, cost, and schedule driv ers The purpose of this step is to identify root causes of variances and take mitigating management action. Analyze cost drivers Unders tand technical. cost. and schedule variances... I Page4of 17 I... Bac k Next You must select each step to move on.

16 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Predict Future Performance This st ep answers the question: Where are w e going and when will w e be done? After completing a thorough analysis of the Work Breakdown Structure (WBS ) elements' performance to date, analysts look to the future to predict future cost, schedule, and technical performance. Control account managers (CAMs ) update their estimates at completion ( EACs ) for their control accounts based on the latest available information. Their management uses this information to construct the formal program/ contract EACs, explaining any differences between the management and CAM estimates. The contractor then reports the formal program/ contract EAC ( most likely), as well as a best case and a worst case EAC in the monthly JPMR. The Government also develops a comprehensive EAC to serve as the Government PMO EAC. As the contract work progresses, the Government updates the PMO EAC as necessary to reflect contract status accurately. To help the PMO decide when to update its detailed EAC, the PMO may use the following steps when it receives the JPMR: Analyze EAC Reasonableness Develop a Government Independent EAC Maintaining an up- to- date EAC reflective of contract status is an important program management responsibility for both the contractor and the Government.... I PageSof 17 I... Ba ck Next You must select each step to move on.

17 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Predict Futur e Perfor mance This st ep answers the question: Where are w e going and when will w e be done? After completing a thorough analysis of the Work Breakdown Structure (WBS ) elements' performance to date, analysts look to the future to predict future cost, schedule, and technical performance. Control account managers ( CAMs ) update their estimates at completion ( EACs ) for their control accounts based on the latest available information. Their management uses this information to construct the formal program/ contract EACs, explaining any differences between the management and CAM estimates. The contractor then reports the formal program/ contract EAC ( most likely), as well as a best case and a worst case EAC in the monthly I PMR. Analyze EAC Reaso n a b le n e ss The Government also develops a comprehensiv contract work progresses, the Government upd This step answers the question: Are the contractor ~ accurately. To help the PMO decide when to u~ EACs, as reported in the IPMR, reasonable? I n other ps when it receives the IPMR: words, how likely is it that the contractor will meet its EAC ( in both cost and time )? Analyze EAC Reasonableness Develop a Government Independent EAC Maintaining an up- to- date EAC reflective of contract status is an important program management responsibility for both the contractor and the Government.... I PageSof 17 I... Back Next You must select each step to move on.

18 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Predict Future Performance This st ep answers the question: Where are we going and w hen w ill we be do ne? After completing a thorough analysis of the Work Breakdown Structure (WBS ) elements' performance to date, analysts look to the future to predict future cost, schedule, and technical performance. Control account managers ( CAMs ) update their estimates at completion ( EACs ) for their control accounts based on the latest available information. Their management uses this information to construct the formal program/ contract EACs, explaining any differences between the management and CAM estimates. The contractor then reports the formal program/ contract EAC ( most likely), as well as a best case and a worst case EAC in the monthly JPMR. Develop a Governm ent I n d ependent EAC The Government also develops a comprehensiv contract work progresses, the Government upd This step answers the questions: ~ accurately. To help the PMO decide when to u~ ps What is the PMO position on the potential cost when it receives the JPMR: to the Government and how does that estimate Analyze EAC Reasonableness align with funding availability? Develop a Government Independent EAC What is the PMO position on impact to schedule how does that estimate align with schedule availability? Maintaining an up-to-date EAC reflective of co responsibility for both the contractor and the G J! e!!! ~m'l!' _. o v!'l!!rn!!!m e!!'!... I PageS of 17 I... Back Next You must select each step to move on.

19 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Formulate a Plan of Action This step answers the question: What are we doing to get where we need to be? After the PMO has completed its EAC update, another important step involves: Assessing whether sufficient funds are available to complete the project Determining if any action is necessary to ensure the program cost, schedule, and technical objectives remain consistent with Acquisition Program Baseline (APB ) requirements and the program's Planning, Programming, Budgeting, and Execution ( PPBE) budgets T ypically, in this step of the model, funding and budgetary needs may be reassessed and a variety of trades may be made to remain within contract and APB objectives. I f necessary, the PM can make " trade- off decisions". Trade- off decisions can include deciding to relax schedule, relax the technical scope, or reduce technical performance requirements to reduce costs or meet schedule.... I Page 6 of 17 I... Back Next You must select each tab to move on.

20 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP Formulate a Plan of Action This step answers the question: W hat are we doing t o get w here we need t o be? After the PMO has completed its EAC update, another important step involves: Assessing whether sufficient funds are available to complete the project Determining if any action is necessary to ensure the program cost, schedule, and technical objectives remain consistent with Acquisition Program Baseline (APB ) requirements and the program's Planning, Programming, Budgeting, and Execution ( PPBE) budgets T ypically, in this step of the model, funding and budgetary needs may be reassessed and a variety of trades may be made to remain within contract and APB objectives. The PM can base some important financial decisions on the gap between the EAC and the program financial data as shown in the program budget, life c ycle cost estimate, or APB, including: De-scope the contract if funding is not sufficient Submit an increased budget request for the contract effort in the Government PPBE process Obtain additional funding... I Page 6 of 17 I... Back Next You must select each tab to move on.

21 EVMlOl Fundam entals of Earned Value Managem ent Lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP Knowledge Review Analyzing past performance helps identify key technical, cost, and schedule drivers that merit management focus. What are some steps in this process? Select all that apply. Write the Acquisition Program Baseline {APB) document ~ Understand technical, cost, and schedule variances ~ Analyze schedule drivers ~ Analyze cos t drivers ~ Analyze technical risk driv ers Some of the key inputs for analyzing past performance step are : analyze technical risk drivers; analyze sche dule drivers; analyze cost driver s; a nd understand technical, cost, a nd schedule v ;,ria nces.... I Poge7of17 I... Back Next

22 EVMlOl Fundam entals of Earned Value Managem ent Lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP Knowledge Review What are the typical top-level step s in integrated analysis? Select all that apply. ~ Formulate a plan o f action I ssue Statement o f Work ( SOW) ~ Predic t future performance ~ Analyze past performance Submit the I nt egrated Program Management Report ( IPMR) Check Answer The typical top-level steps in integrated analysis are a nalyze past perform a nce, p redict futu re performance, and formulate a plan o f act ion.... I Poge 8of 17 I... Back Next

23 EVMlOl Fundam entals of Earned Value Managem ent Lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP Knowledge Review If there is a gap between the estimate at completion (EAC) and the financial data as shown in the program budget, lifecycle cost estimate, or Acquisition Program Baseline (APB), what are some actions that the Program Management Office (PMO) can take? Select all that apply. Validate data U Analyze EAC reasonableness ~ Make trade- off decisions ~ Reassess funding/ budget Understand technical, cost, and schedule variances Check Answer If there is a gap between the EAC and the financial data as shown in the program budget, lifecycle cost estimate, or APB, some ac tions the PMO can take are: reassess funding/ budget and m ake t rade- off decisio ns. Back Next

24 In this topic, you will: Recognize typical Program Management Office {PMO) Integrated Product Team { IPT) roles in Earned Value Managemen t { EVM ) analysis... I Poge10of17 I... Back Next

25 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP I PTs and Integrated Performance Analysis Contractor CAMs and management conduct integrated performance analysis at least monthly and provide the results of their analysis to the Government via the JPMR. Upon receipt of the JPMR, the Government JPTs do their own review and analysis of the contractor performance information. Input from the technical members of the Government JPTs is critical in the analysis process. Schedulers and EVM analysts assigned to various JPTs assist with developing specific metrics from the JPMR for the technical teams to use and interpret. T ypically a Government PMO Earned Value Management ( EVM) analyst and scheduler combine the JPT assessments into a contract assessment to provide to the PM and other members of the contract management team such as business managers, financial managers, and contracting officers.... I Page 11 of 17 I... Back Next

26 lesson Key Elements of an Integrated Analysis Model RESOURCES I PRINT I HELP I PTs and I ntegrated Performance Analysis Contractor CAMs and management conduct integrated performance analysis at least monthly and provide the results of their analysis to the Government via the IPMR. Upon receipt of the IPMR, the Government IPTs do their own review and analysis of the contractor performance information. IPT Input from the technical m An IPT is composed of representatives from appropriate functional Schedulers and EVM analys disciplines working together to build successful programs, identify and IPMR for the technical tean resolve issues, and make sound and timely recommendations to facilitate decision -making. Recall that the l ightweight, Assault and T ypically a Government PM Reconnaissance ( LAR) PMO had IPT s for l ogistics, Program assessments into a contrac Integration, Systems Engineering, and I ntegration and T esting. management team such as i...r...-.-~~ ~ ~,_._..-...~ e... I Page 11 of 17 I... Back Next

27 EVMlOl Fundam entals of Earned Value Managem ent Lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP IPTs and Integrated Performance Analysis Contractor CAMs and managemen t conduc t integrated performance analysis at least monthly and provide the r esults of their analysis to the Government via the IPMR. Upon receipt of the IPMR. the Governmen t IPTs do their own review and analysis of the contractor performance information. Inpu t from the technical members of the Governmen t IPTs is critical in the analysis process. Technical ping specific me trics from the Technical members o f the Government IPT include func tions such as Sys tems Engineering, Software Engineering, Manufacturing, d scheduler c ombine the I PT Integration and T es ting, Integrated Logistics Support, and Quality members of the con tract Assurance. ontracting officers.... I Poge 11 of 17 I... Back Next

28 EVMlOl Fundam entals of Earned Value Managem ent Lesson 5.1 Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Integrated Product Team (IPT)... I Poge1lof17 I... Back Next You must select e ach IPT member to m o ve on..!2

29 lesson 5. 1 Key Elements of an Integr ated Analysis Model RESOURCES I PRINT I HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Integrated Product Team (IPT) Te ch n ical Team ( e.g., engineer, logistician, quality assurance, etc.) The technical team's du ties include : Performing the technical risk driver analysis, which includes reviewing the schedule data and the risk register, and assessing whether an update is needed Helping the PM decide on any trades that could help the program stay within cost and schedule objectives, or achieve should-cost goals Reviewing both cost- and schedule-related EVM data for their IPT Identifying potential issues and their causes in the IPMR Interpreting the TPMs and correlating them to cost and schedule variances,... Next You must select each IPT member to move on..q

30 lesson 5. 1 Key Elements of an Integr ated Analysis Model RESOURCES I PRINT I HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Integrated Product Team (IPT) Program Ma n ager The PM is responsible for overall program performance, including ensuring PMO IPTs use EVM effectively to support program managemen t. The PM is in charge of the program IPTs are advisory bodies to the PM The PM must follow current Department of Defense (DoD) policy to apply EVM and JMS requirements to the proposed contract The PM's duties include: Overseeing all steps and sub-steps Performing the Formulate a Plan ofaction step, including making sure there is enough funding Working with the contracting officer on remediation actions in response to contractor noncompliance with EVM requirements,... Next You must select each IPT member t o move on..q

31 lesson 5. 1 Key Elements of an Integr ated Analysis Model RESOURCES I PRINT I HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Sch edule Analyst The schedule analyst's duties include: Supporting the PM and IPTs with IMS analysis Performing health checks and validating the IMS Assisting the EVM analyst with the schedule driver analysis in the Analyze Past Performance step Integrated Product Team (IPT),... Next You must select each IPT membe r t o move on..q

32 lesson 5. 1 Key Elements of an Integr ated Analysis Model RESOURCES I PRINT I HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Integrated Product Team (IPT) EVM Analy st The EVM analyst's duties include: Performing and facilitating all sub-steps in each of the three steps in the Integrated Analysis Model Being familiar with the contractor's Earned Value Management System {EVMS) Assisting in coordinating and integrating analysis throughout the process Identifying reasons for variances in data by correlating data from Formats 1 and 2, and using information in Format 5 Providing different views and explanations of the data, and summarizing analysis for the PM Preparing an integrated assessment of past and future trends and analyzing overall executability,... Next You must select each IPT member to move on..q

33 lesson 5. 1 Key Elements of an Integr ated Analysis Model RESOURCES I PRINT I HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Integrated Product Team (IPT) Contracting Officer The contracting officer's duties include: Modifying the con tract for: additional funding; increases or decreases to contract scope Monitoring for limitation of funds/cost Providing written approval of: Notices regarding non-compliance to Earned Value Management System (EVMS) requirements ( e.g., Show Cause Notice, Cure Notice ) Approval of over target baseline Initiation or delay of the Integrated Baseline Review (IBR) process,... Next You must select each IPT member to move on..q

34 lesson 5. 1 Key Elements of an Integr ated Analysis Model RESOURCES I PRINT I HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Financial M11nager ( FM ) The FM's duties while include: Preparing budget inputs, including making sure the contract requirements have been budgeted Determining if sufficient funds are available in each fiscal year Reviewing the Contract Funds Status Report (CFSR) submitted by the contractor and comparing it to the available funding and budget Integrated Product Team (IPT),... Next You must select each IPT member t o move on..q

35 Lesson 5. 1 Key Elements of an Integr ated Analysis Model RESOURCES I PRINT 1 HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Technical Team Cost Estimat o r The cost estima tor's duties include: Assis ting the EVM analyst with reviewing the contractor's EAC and developing the Government independent EAC Helping the EVM analyst with the Formulate a Plan ofaction step Integrated Product Team (IPT),... Next You must select each IPT member to move on..q

36 EVMlOl Fundam entals of Earned Value Managem ent lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP IPT Roles Every member of the PMO IPT plays an important role in the integrated performance analysis process. Product Team (IPT) l ong Description Integrated product team, IPT, with the following members: program manager, schedule analyst, EVM analyst, financial manager, cost estimator, contracting officer, sy stems engineer, and logistician. Logistician and systems engineer are highlighted as members of the technical team.... I Poge1lof 17 I... Back Next You must select e ach IPT member to m o ve on..!2

37 EVMlOl Fundam entals of Earned Value Managem ent Lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP Knowledge Review True or false: Technical team members are only involved in technical analysis. True ~ False Check Answer False. The technical team performs the technical and risk driver analysis; helps the program manager (PM) decide on trades to keep the program within cost and schedule goals; reviews costand schedule-related Earned Value Management (EVM) data; identifies potential issues and causes in the Integrated Program Management Report (IPMR); and interpre ts the technical performance measures (TPMs) and correla tes them to cost and schedule variances.... I Poge13of17 I... Back Next

38 EVMlOl Fundam entals of Earned Value Managem ent Lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP Knowledge Review Who is responsible for assisting in coordinating and integrating analysis throughout the integrated performance assessments process? ~ Earned Value Managemen t {EVM) analyst U Contracting officer ] Financial manager Technical team Check Answer The EV M a na lyst is responsible for assisting in coordina ting and integra ting analysis throughout the integrated per formance assessments process.... I Poge 14of17 I... Back Next

39 EVMlOl Fundam entals of Earned Value Managem ent lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary Congratulations! You have completed the Key Ele m e nts of an Int e g r ated Analysis Model lesson. You should now know the following key points: The Integrated Analysis Model helps program managers evaluate cost and schedule performance, understand root causes, and take management action. The model contains three steps, which function as an integrated whole: Analyze pas t performance : By analyzing past performance, the I PT lays the groundwork to help predict future performance. Bot h of these activities are essential inputs t o formulating a plan of action. Predict Future Performance: Th e IPT focuses on predicting the future by looking at trend data, future tasks, effort in the IMS, a nd updated risk assessments. Formulate a plan of Action: The IPT reassesses whether sufficient funds are available to complete the project, and determines if any action is necessary to ensure the program cost, schedule, and technical objectives are met.... I Poge15of17 I... Back Next Select eac/1 s te p to review.

40 EVMlOl Fundamentals of Earned Value Manage ment lesson 5.1 Key Elements of an Integrated Analysis Mode l RESO URCES 1 PRI NT 1 HELP l esson Summary Congratulations! You have completed the Key El e m e n ts of a n I ntegrated Analysis Model lesson. You should now know the following key points: The Integrated Analysis Model helps program managers ev aluate cost and schedule performance, understand root causes, and take management action. The model contains three steps, which function as an integrated whole: Analyze past performance: By analyzing past performance, the IPT lays the groundwork to help predict future performance. Both of these activities are essential inputs to formulating a plan of action. Predjct Eyture Performance: The IPT focuses on predicting the future by looking at trend data, future tasks, effort in the IMS, a nd updated risk assessments. Formulate a Plan of Act ion : The IPT reassesses whether sufficient funds are available to complete the project, and determines if any action is necessary to ensure the program cost, schedule, and technical objectives are met. Analyze Past Performance T his step contains the following sub -steps: Validate data Analy ze PMB Analyze technical risk drivers Analyze schedule drivers Analyze cost drivers Understand technical, cost, and schedule v ariances Select each step t o ~ I Page1Sof17 I ~ Back Next

41 EVMlOl Fundam entals of Earned Value Managem ent lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary Congratulations! You have completed the Key Ele m e nts of an Integ r ated Analysis Model lesson. You should now know the following key points: The Integrated Analysis Model helps program managers evaluate cost and schedule performance, understand root causes, and take management action. The model contains three steps, which function as an Predict Future Pe rform ance integrated whole: Analyze pas t performance : By analyzing past performance, the I PT lays the groundwork to help predict future performance. Bot h of these activities are essential inputs t o formulating a plan of action. Predict Future Performance: The IPT focuses on predicting the future by looking at trend data, future tasks, effort in the IMS, a nd updated risk assessments. Formulate a plan of Action: The IPT reassesses whether sufficient funds are available t o complete the project, and determines if any action is necessary to ensure the program cost, schedule, and technical objectives are met.... I Poge15of17 I... Back Next This step contains the following sub -steps: Analy ze EAC reasonableness Develop Government independent EAC Select eac/1 s te p to review.

42 EVMlOl Fundam entals of Earned Value Managem ent lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary Congratulations! You have completed the Key Elements of an Int e g r ated Analysis Model lesson. You should now know the following key points: The Integrated Analysis Model helps program managers evaluate cost and schedule performance, understand root causes, and take management action. The model contains three steps, which function as an Formulate a Plan of Ac tion integrated whole: This step contains the following sub -steps: Analyze pas t performance : By analyzing past performance, the IPT lays the groundwork to help Reassess funding/ budget predict future performance. Both of these activities are essential inputs to formulating a plan of action. Predict Future Performance: The IPT focuses on predicting the future by looking at trend data, future tasks, effort in the IMS, a nd updated risk assessments. Formulate a plan of Action: The IPT reassesses whether sufficient funds are available t o complete the project, and determines if any action is necessary to ensure the program cost, schedule, and technical objectives are met.... I Poge15of17 I... Back Next Make trade-off decisions Select eac/1 s te p to review.

43 EVMlOl Fundam entals of Earned Value Managem ent lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary Congratulations! You have completed the Key Ele m e nts of an Int e g r ated Analysis Mo d el lesson. You should now know the following key points: The Integrated Analysis Model helps program managers evaluate cost and schedule performance, understand c root causes, and take m< ~~~~~a~ ti~o~n~ ~~..._, The model con tains integrated whole : l ong De scription Integrated analysis model consis ts o f three steps: analyze past performance, predict future performance, ~n...ea~f2lj and formulate a plan of action. performance, the predict future activities are essential inputs t o formulating a plan of action. Predict Future Performance: The IPT focuses on predicting the future by looking at trend data, future tasks, effort in the IMS, a nd updated risk assessments. Formulate a plan of Action: The IPT reassesses whether sufficient funds are available t o complete the project, and determines if any action is necessary to ensure the program cost, schedule, and technical objectives are met.... I Poge15 of17 I... Back Next Select eac/1 s te p to review.

44 EVMlOl Fundam entals of Earned Value Managem ent lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary, Cont. The Government PMO lpt conducts the integrated performance analysis with the contractor CAMs. Typically, the IPT completes their analysis on a monthly basis with the submission of the contractor's IPMR and TPM report. The JPT includes the following members : Program manager Contracting officer EVM analyst Integrated Technical team (e.g., logistician, system engineer, Product quality assurance) Team (IPT) Schedule analyst Cost estimator Financial manager... I Poge 16of 17 I... Back Next

45 l esson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary, Cont. The Government PMO IPT conducts the integrated performance analysis with the contractor CAMs. T ypically, the IPT completes their analysis on a mo Progr;,m manager basis with the submission of the contractor's IPMR TPM report. The PM's duties include : The IPT includes the following members: Overseeing all steps and sub-steps Performing the Formulate a Plan ofaction step, including making sure there is enough funding Contracting officer Working with the contracting officer on EVM analyst remediation actions in response to contractor non-compliance with EVM requirements Technical team ( e.g., logistician, sys tem engir program manager quality assurance) Schedule analyst Cost estimator Ejoancial manager ~ I Page16of17 I ~ Back Next

46 lesson 5. 1 Key Elements of an Integr ated Analysis Model RESOURCES I PRINT I HELP lesson Summary, Cont. The Government PMO IPT conducts the integrated performance analysis with the contractor CAMs. Typically, the JPT completes their analysis on a mor basis with the submission of the contractor's IPMR TPM report. The IPT includes the following members: Program manager Contracting officer EVM analyst Technic al team ( e.g., logistician, sys tem engu quality assurance) Schedule analyst Cost estimator Financjal manager Cont racting officer The contracting officer's duties include modifying the contract for: Additional funding; increases or decreases to contract scope Monitoring for limitation of funds/ cost Providing written approval of: Notices regarding non -compliance to EVMS requirements (e.g., Show Cause Notice, Cure Notice) Approval of over target baseline Initiation or delay of the IBR I Estimator J Back Next

47 l esson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary, Cont. The Government PMO IPT conducts the integrated performance analysis with the contractor CAMs. T ypically, the IPT completes their analysis on a mor basis with the submission of the contractor's IPMR TPM repor t. The IPT includes the following members: program manager Contracting officer EVM analyst Technical team ( e.g., logistician, sys tem engir quali ty assurance) Schedule analyst Cost estimator Ejoancial manager EV M ~Sn~S iyst The EVM analyst's duties include: Performing and facilitating all sub-steps in each of the three steps in the Integrated Analysis Model Being familiar with the contractor's EVMS Assisting in coordinating and integrating analysis throughout the process Identifying reasons for variances in data by correlating data from Formats 1 and 2, and using information in Format 5 Providing differen t views and explanations of the data, a nd summarizing analysis for the PM Preparing an integrated assessment of past and future trends and analyzing overall executability ~ I Page16of17 I ~ Back Next

48 l esson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary, Cont. The Government PMO IPT conducts the integrated performance analysis with the contractor CAMs. T ypically, the IPT completes their analysis on a mor basis with the submission of the contractor's IPMR TPM repor t. The IPT includes the following members: program manager Contracting officer EVM analyst Technical team ( e.g., logistician, sys tem engir quali ty assurance) Schedule analyst Cost estimator Ejoancial manager Technical t eam The technical team's duties include: Performing the technical risk driver analysis, which includes reviewing the schedule data and the risk register, a nd assessing whether a n update is needed Helping the PM decide on any trades that could help the program stay within cost and schedule objectives, or achieve should-cos t goals Reviewing both cost- and schedule-related EVM data for their IPT Identifying poten tial issues and their causes in the IPMR Interpreting the T PMs and correlating them to cost and schedule variances ~ I Page16of17 I ~ Back Next

49 l esson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary, Cont. The Government PMO IPT conducts the integrated performance analysis with the contractor CAMs. T ypically, the IPT completes their analysis on a mo Schedule analyst basis with the submission of the contractor's IPMR TPM report. The schedule analyst's duties include: The IPT includes the following members: Supporting the PM and IPTs with IMS analysis program manager Performing health checks and validating the IMS Contracting officer Assisting the EVM analyst with the schedule EVM analyst driver analysis in the Analyze Past Performance Technical team ( e.g., logistician, sys tem engir quality assurance) Schedule analyst Cost estimator Ejoancial manager step ~ I Page16of17 I ~ Back Next

50 l esson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary, Cont. The Government PMO IPT conducts the integrated performance analysis with the contractor CAMs. T ypically, the I PT completes their analysis on a mo Cost estimator basis with the submission o f the contractor's IPMR TPM repor t. The cost es tima tor's duties include: The IPT includes the following members: Assisting EVM analyst with reviewing the contractor's EAC and developing the program manager Government independent EAC Contracting officer Helping the EVM analyst w ith the Formulate a Plan of Action step EVM analyst Technical team ( e.g., logistician, sys tem engirr "'e' 'l"'" ~-~~~ ,...-rl quality assurance) Systems Team {IPl) Engineer Schedule analyst Cost estimator Ejoancial manager ~ I Pa ge16of17 I ~ Ba ck Next

51 l esson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary, Cont. The Government PMO IPT conducts the integrated performance analysis with the contractor CAMs. T ypically, the IPT completes their analysis on a mo Financial manager basis with the submission of the contractor's IPMR TPM repor t. The FM's duties include : The IPT includes the following members: Preparing budget inputs, including making sure the contract requirements have been budgeted program manager Determining if sufficient funds are available in Contracting officer each fiscal y ear EVM analyst Reviewing the CFSR submitted by the Technical team ( e.g., logistician, sys tem engir funding and budget quali ty assurance) Schedule analyst Cost estimator Ejoancial manager contractor and comparing it to the available ~ I Page16of17 I ~ Back Next

52 EVMlOl Fundam entals of Earned Value Managem ent lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Summary, Cont. The Government PMO lpt conducts the integrated performance analysis with the contractor CAMs. Typically, the IPT completes their analysis on a monthly basis with the submission of the contractor's IPMR and TPM report. The JPT includes the folio l ong Description Program manager Integrated product team, JPT, with the following members: program manager, schedule analyst, EVM Contracting officer analyst, financial manager, cos t es timator, contracting officer, sy stems engineer, and logistician. Logistician and EVM analyst systems engineer are highlighted as members of the Technical team (e. technical team. quality assurance) ,~~'I:'=:':"''P""--"''''!'!I'III''flliTJ Schedule analyst Cost estimator Financial manager... I Poge 16of17 I... Back Next

53 EVMlOl Fundam entals of Earned Value Managem ent lesson Key Elements of an Integrated Analysis Model RESOURCES 1 PRINT 1 HELP lesson Completion You have completed the content for this lesson. To continue, select another lesson from the Table of Contents on the left. If you have closed or hidden the T able of Contents, click the Show TOC button in the Atlas navigation bar at the top of the screen.... I Poge 17 of 17 I... Back Next