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Advanced	
  EVM	
  Workshop	
  
	
  
	
  

	
  

	
  

	
  

Duration: 4-days
Audience: Attendees should have attended the Ten Six 3-day EVMS Training class or
have some prior working knowledge of Earned Value Management.
Description: This 4-day workshop is targeted at Program Management and Program
Planning & Cost Controls personnel that need a more thorough and practical
understanding of the implementation requirements of the ANSI-748 EV Guidelines.
Numerous case studies are utilized enabling attendees to understand both the
philosophy and mechanics of implementing the 32 ANSI-748 Guidelines on an atypical
example Project. The ultimate takeaway goal of this class, is for attendees to be able to
more effectively engage the cost, schedule and technical management requirements of
their respective projects as a result of hands on experience gained in the classroom.

Course Contents
	
  

Day One
1.0
1.1
1.2
1.3
1.4

General
Course Outline
PMI Program Management Process flow
Overview of ANSI-748 EVM Concepts
Discussion of Statement of Work (SOW) to be used throughout workshop

2.0 Organization Guidelines Section
2.1 Review of Organization Guidelines
2.2 Discussion of internal processes impacted by Organization Guidelines
2.3 MIL-STD-881 Work Breakdown Structure (WBS) Preparation
2.4 Organization Breakdown Structure (OBS) Chart Preparation
2.5 Control Account (CA) Designation Review
2.6 Responsibility Assignment Matrix (RAM) development requirements
2.7 WBS/SOW Alignment Matrix Development
2.8 Case Study 1, Preparation of WBS, OBS, CA Designation, RAM Preparation
and WBS/SOW Alignment Charts
3.0 Planning, Scheduling and Budgeting Guidelines Section
3.1 Review of Planning, Scheduling & Budgeting Guidelines
 

3.2 Discussion of internal processes impacted by Planning, Scheduling & Budgeting
Guidelines
3.3 Review of Earned Value Techniques (EVTs) and their applications
3.4 Discussion of Case Study Deliverables and Integrated Master Schedule
requirements
3.5 Review of critical path scheduling process and slack (float determination)
3.6 Case Study 2, Development of Critical Path and Slack (float) calculation
3.7 Discussion of significance of linkage between critical path schedule and Gantt
schedules for presentations
3.8 Scheduling hierarchy and scheduling techniques
3.9 Task Interrelationships and their determination
3.10 Schedule Vertical & Horizontal Traceability
3.11 Introduction/discussion of development of Integrated Master Schedule (IMS)
elements to be used in follow-up Case Study 3
3.12 Case Study 3, Development of Summary Level & Detail IMS For Follow-on
class work & RAM updates

Day 2
3.11 Completion of Case Study 3 & review of solution sets
3.12 Control Account Plan (CAP) elements & it’s preparation
3.13 Review of Material & Subcontract EVTs and their applications
3.14 Budgeting process and elements (Labor, Material, ODC) to be used in Case
Studies
3.15 Case Study 4, Development of CAPs from Case Study materials prepared
to date
3.16 Work Authorization Document (WAD) content, attachments, usage & approval
cycles
3.17 Case Study 5, Preparation of WADs for Case study materials
4.0 Accounting Guidelines Section
4.1 Review of ANSI-748 Accounting Guidelines
4.2 Discussion of internal processes impacted by Accounting Guidelines
4.3 Cost Element Matrix contents & preparation discussion
4.4 Case Study 6, Population of Cost Element Matrix from RAM & CAPs
4.5 Review of Cost Charge Number (CCN) assignment to CA process for traceability
4.6 Role of WBS/SOW Alignment Matrix in CCN requirements
4.7 Case Study 7, Determination of minimum number of CCNs required for CA
traceability using RAM, Cost Element Matrix & WBS/SOW Alignment Matrix as
basis
4.8 Review of Indirect Cost allocation requirements in EV environment
4.9 Group Case Study 8, Determination of Indirect Cost Collection Sources
5.0
5.1
5.2
5.3

Managerial Analysis Section
Review of Managerial Analysis Guidelines
Discussion of internal processes impacted by Managerial Analysis Guidelines
Review Business Rhythm schedules and status update process guidelines
 

5.4 Case Study 9, Statusing IMS and CAP updates
5.5 Review of EVM SV, CV & VAC managerial reports and their content
5.6 Case Study 10, Preparation of Cost & Schedule Status Reports using
updated IMS and CAP info
5.7 Discussion of Case Study 10 solution set

Day 3
5.8 Definition of Variance Thresholds usage & determination
5.9 Group Case Study 11, Definition of Variance Thresholds to be used for
internal & external variance reporting
5.10 Discussion of necessity of internal vs external Variance Analysis Reports (VAR)
thresholds
5.11 Case Study 12, Identification of CVs & SVs that would require VARs based
upon Case Studies 10 & 11 output
5.12 Discussion of statistical tools (Independent Estimate at Completion Tools, IEAC)
to use in evaluating Estimate at Completions (EACs)
5.13 Case Study 13, Utilization of IEAC tools to analyze EACs shown in Case
Study 10
5.14 Definition of VAR sections, their content and approval cycles
5.15 Group Case Study 14, Definition of CV, SV & VACs that will require VARs based
upon Variance Thresholds
5.16 Discussion of appropriate content to be addressed in VAR write-ups
5.17 Case Study 15, Development of internal VARs based upon Case Study
materials prepared to date
5.18 Group Case Study 16, Review of internal VARs prepared to determine
acceptability of content
5.19 Discussion of internal VAR content vs external VAR content
5.20 Review of external ANSI-748 Integrated Performance Management Reports
(IPMR) Formats 1 thru 6 formats & content
5.21 Case Study 17, Preparation of external IPMR Reports from Case Study
materials prepared to date

Day 4
5.22 Discussion of Case Study 17 solution set with emphasis upon differentiation
between external and internal report content/traceability
6.0 Baseline Maintenance and Revision of Data Section
6.1 Review of Baseline Maintenance Guidelines
6.2 Discussion of roles of Contract Change Requests (CCRs) and Baseline Logs
6.3 CCR & Baseline Log process flow discussion
6.3 Review of Change Criteria for generation of CCRs
6.4 Review of Case Study materials to be used in follow-up Case Study 18
6.5 Case Study 18, Generation of various scenarios traceability with CCR and
Baseline Log entries
6.6 Group discussion of Case Study 18 material solution sets
6.7 Review of CAM Interview Process and CAM Notebook documentation required
 

6.8 Review of Case Study materials to be used in follow-up Case Study 19
6.9 Case Study 19, Assembling CAM Notebooks using Case Study materials
completed to date
6.10 Discussion of Case Study 19 material solution sets
6.11 Questions and Answers regarding materials covered Day 1 thru 4
6.12 Dismissal
	
  
	
  
	
  
For more details please contact Ten Six Consulting at (703) 910-2600 or email us at
training@tensixconsulting.com

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Technical Leaders - Working with the Management Team
 

Advanced evm workshop

  • 1.   Advanced  EVM  Workshop             Duration: 4-days Audience: Attendees should have attended the Ten Six 3-day EVMS Training class or have some prior working knowledge of Earned Value Management. Description: This 4-day workshop is targeted at Program Management and Program Planning & Cost Controls personnel that need a more thorough and practical understanding of the implementation requirements of the ANSI-748 EV Guidelines. Numerous case studies are utilized enabling attendees to understand both the philosophy and mechanics of implementing the 32 ANSI-748 Guidelines on an atypical example Project. The ultimate takeaway goal of this class, is for attendees to be able to more effectively engage the cost, schedule and technical management requirements of their respective projects as a result of hands on experience gained in the classroom. Course Contents   Day One 1.0 1.1 1.2 1.3 1.4 General Course Outline PMI Program Management Process flow Overview of ANSI-748 EVM Concepts Discussion of Statement of Work (SOW) to be used throughout workshop 2.0 Organization Guidelines Section 2.1 Review of Organization Guidelines 2.2 Discussion of internal processes impacted by Organization Guidelines 2.3 MIL-STD-881 Work Breakdown Structure (WBS) Preparation 2.4 Organization Breakdown Structure (OBS) Chart Preparation 2.5 Control Account (CA) Designation Review 2.6 Responsibility Assignment Matrix (RAM) development requirements 2.7 WBS/SOW Alignment Matrix Development 2.8 Case Study 1, Preparation of WBS, OBS, CA Designation, RAM Preparation and WBS/SOW Alignment Charts 3.0 Planning, Scheduling and Budgeting Guidelines Section 3.1 Review of Planning, Scheduling & Budgeting Guidelines
  • 2.   3.2 Discussion of internal processes impacted by Planning, Scheduling & Budgeting Guidelines 3.3 Review of Earned Value Techniques (EVTs) and their applications 3.4 Discussion of Case Study Deliverables and Integrated Master Schedule requirements 3.5 Review of critical path scheduling process and slack (float determination) 3.6 Case Study 2, Development of Critical Path and Slack (float) calculation 3.7 Discussion of significance of linkage between critical path schedule and Gantt schedules for presentations 3.8 Scheduling hierarchy and scheduling techniques 3.9 Task Interrelationships and their determination 3.10 Schedule Vertical & Horizontal Traceability 3.11 Introduction/discussion of development of Integrated Master Schedule (IMS) elements to be used in follow-up Case Study 3 3.12 Case Study 3, Development of Summary Level & Detail IMS For Follow-on class work & RAM updates Day 2 3.11 Completion of Case Study 3 & review of solution sets 3.12 Control Account Plan (CAP) elements & it’s preparation 3.13 Review of Material & Subcontract EVTs and their applications 3.14 Budgeting process and elements (Labor, Material, ODC) to be used in Case Studies 3.15 Case Study 4, Development of CAPs from Case Study materials prepared to date 3.16 Work Authorization Document (WAD) content, attachments, usage & approval cycles 3.17 Case Study 5, Preparation of WADs for Case study materials 4.0 Accounting Guidelines Section 4.1 Review of ANSI-748 Accounting Guidelines 4.2 Discussion of internal processes impacted by Accounting Guidelines 4.3 Cost Element Matrix contents & preparation discussion 4.4 Case Study 6, Population of Cost Element Matrix from RAM & CAPs 4.5 Review of Cost Charge Number (CCN) assignment to CA process for traceability 4.6 Role of WBS/SOW Alignment Matrix in CCN requirements 4.7 Case Study 7, Determination of minimum number of CCNs required for CA traceability using RAM, Cost Element Matrix & WBS/SOW Alignment Matrix as basis 4.8 Review of Indirect Cost allocation requirements in EV environment 4.9 Group Case Study 8, Determination of Indirect Cost Collection Sources 5.0 5.1 5.2 5.3 Managerial Analysis Section Review of Managerial Analysis Guidelines Discussion of internal processes impacted by Managerial Analysis Guidelines Review Business Rhythm schedules and status update process guidelines
  • 3.   5.4 Case Study 9, Statusing IMS and CAP updates 5.5 Review of EVM SV, CV & VAC managerial reports and their content 5.6 Case Study 10, Preparation of Cost & Schedule Status Reports using updated IMS and CAP info 5.7 Discussion of Case Study 10 solution set Day 3 5.8 Definition of Variance Thresholds usage & determination 5.9 Group Case Study 11, Definition of Variance Thresholds to be used for internal & external variance reporting 5.10 Discussion of necessity of internal vs external Variance Analysis Reports (VAR) thresholds 5.11 Case Study 12, Identification of CVs & SVs that would require VARs based upon Case Studies 10 & 11 output 5.12 Discussion of statistical tools (Independent Estimate at Completion Tools, IEAC) to use in evaluating Estimate at Completions (EACs) 5.13 Case Study 13, Utilization of IEAC tools to analyze EACs shown in Case Study 10 5.14 Definition of VAR sections, their content and approval cycles 5.15 Group Case Study 14, Definition of CV, SV & VACs that will require VARs based upon Variance Thresholds 5.16 Discussion of appropriate content to be addressed in VAR write-ups 5.17 Case Study 15, Development of internal VARs based upon Case Study materials prepared to date 5.18 Group Case Study 16, Review of internal VARs prepared to determine acceptability of content 5.19 Discussion of internal VAR content vs external VAR content 5.20 Review of external ANSI-748 Integrated Performance Management Reports (IPMR) Formats 1 thru 6 formats & content 5.21 Case Study 17, Preparation of external IPMR Reports from Case Study materials prepared to date Day 4 5.22 Discussion of Case Study 17 solution set with emphasis upon differentiation between external and internal report content/traceability 6.0 Baseline Maintenance and Revision of Data Section 6.1 Review of Baseline Maintenance Guidelines 6.2 Discussion of roles of Contract Change Requests (CCRs) and Baseline Logs 6.3 CCR & Baseline Log process flow discussion 6.3 Review of Change Criteria for generation of CCRs 6.4 Review of Case Study materials to be used in follow-up Case Study 18 6.5 Case Study 18, Generation of various scenarios traceability with CCR and Baseline Log entries 6.6 Group discussion of Case Study 18 material solution sets 6.7 Review of CAM Interview Process and CAM Notebook documentation required
  • 4.   6.8 Review of Case Study materials to be used in follow-up Case Study 19 6.9 Case Study 19, Assembling CAM Notebooks using Case Study materials completed to date 6.10 Discussion of Case Study 19 material solution sets 6.11 Questions and Answers regarding materials covered Day 1 thru 4 6.12 Dismissal       For more details please contact Ten Six Consulting at (703) 910-2600 or email us at training@tensixconsulting.com