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
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
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
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
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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