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Integrated		Performance	Management	2014
IMP	&	WBS	
Getting	Both	Right	
is	
Paramount
Glen B. Alleman
Niwot Ridge, L.L.C.
+1 303 241 9633
glen.alleman@niwotridge.com
Thomas J. Coonce
Institute for Defense Analyses
+1 703 362 2568
tom.coonce@ida.org
1
Gordon M. Kranz
Deputy Director, EVM
PARCA (OSD)
+1 703 697 3703
gordon.m.kranz.civ@mail.mil
David Walden
Sysnovation, LLC
+1 952 807 1388
Dave@sysnovation.com
2
2
• WBS	is	the	starting	point	for	program	success.	It	tells	us	
what	DONE	looks	like	in	terms	of	deliverables.
• Integrated	Master	Plan	(IMP)	tells	us	how	the	increasing	
maturity	of	the	deliverables	will	be	assessed	at	each	
Program	Event.
• Integrated	Master	Schedule	(IMS)	tells	us	the	order	of	the	
Work	Packages	needed	to	produce	this	increasing	maturity.
• Control	Account	Plan	(CAP)	defines	the	authorized	scope,	
budget,	and	period	of	performance	for	the	work	that	
produces	the	deliverables	defined	in	the	WBS,	assessed	in	
the	IMP,	and	sequenced	in	the	IMS.
Themes
Cost	and	schedule	progress	must	to	be	informed	by	objective	
technical	measures	of	progress
3
3
• Demonstrate
– How	a	credible	Performance	Measurement	Baseline	(PMB)	begins	by	
understanding	all	the	requirements	and	how	those	requirements	are	
accounted	for	using	and	comprehensive	Work	Breakdown	Structure		
(WBS)
– Why	it	is	important	to	define	what	done	looks	like	in	the	Contract	
Work	Breakdown	Structure	(CWBS)	dictionary
– How	an	Integrated	Master	Plan	and	Integrated	Master	Schedule	shows	
the	planned	maturing	of	those	requirements	and	how	they	are	
implemented	in	an	Integrated	Master	Schedule	(IMS)	and	work	
packages
– How	cost	and	schedule	progress	should	naturally	occur	once	the	
technical	requirements	have	been	met
• Show	an	example	of	an	IMP,	WBS,	CWBS,	CWBS	dictionary	
and	IMS	for	the	avionics	portion	of	a	notional	UAV	system.
• Show	an	example	of	how	cost	and	schedule	progress	can	be	
informed	by	a	Technical	Performance	Measure
Agenda
4
4
❶ Understand	the	Technical	and	Operational	
Requirements	and	Define	the	Work	Breakdown	
Structure
❷ Build	the	Integrated	Master	Plan	(IMP)
❸ Identify	Reducible	Risks	and	mitigation	strategy
❹ Build	the	Integrated	Master	Schedule	(IMS)
❺ Adjust	the	IMS	for	Irreducible	Risk	and	set	Schedule	
Margin
❻ Establish	the	PMB	with	margins	and	Management	
Reserve
Six	Steps	Needed	for	a	Credible	
Performance	Measurement	Baseline	(PMB)†
This	presentation	discusses	only	Steps	1,	2	and	4
†	See	2014	November	Measurable	News	for	a	full	discussion	of	these	steps
4
5
5
Elements	Needed	to	Establish	the	Performance	
Measurement	Baseline	and	Objectively	Measure	
Technical	Performance
Risk	
Management
SOW
SOO
ConOps
WBS
Techncial	and	Operational	
Requirements
CWBS	&
CWBS	Dictionary
Integrated	Master	Plan
(IMP)
Integrated	Master	Schedule
(IMS)	
Performance		Management	
System	
Performance	Measurement	Baseline	(PBM)
Measures	of	Effectiveness	
(MOE)
Measures	of	Performance	
(MOP)
Measures	of	Progress
(Physical	%	Complete)
JROC	
Key	Performance	Parameters	
(KPP)
Program		Specific
Key	Performance	Parameters	
(KPP)
Technical	Performance	
Measures	(TPM)
CWBS
5
Objective	Technical	Measures	of	Performance	provide	information	for	proactive	
management	processes	needed	to	keep	the	program	GREEN
6
6
Connecting	Programmatic	and	Technical	Descriptions	of	“Done”	
WBS
SOW
SOO
ConOps
Techncial	and	Operational	
Requirements
CWBS	&
CWBS	Dictionary
Integrated	Master	Plan
(IMP)
Integrated	Master	Schedule
(IMS)	
Performance	Management	
System
Performance	Measurement	Baseline	(PBM)
Technical	Performance	
Measures	(TPM)
CWBS
6
Objective	Technical	Measures	of	Performance	provide	information	for	proactive	
management	processes	needed	to	keep	the	program	GREEN
Technical	Requirements	Specification	
derived	from	JCIDS	CDD	traced	to	WBS	
deliverables	that	produce	capabilities.MIL-HDBK-245D
Description	of	Required	Effort	to	deliver	
required	technical	capabilities	and	
criteria	assess	them	in	WBS	Dictionary
Maturity	assessment	of	REQM	using	
MOE,	MOP,	TPMs	at	System	and	
Subsystem	level	
Work	performed	in	the	IMS,	with	Criteria	
describing	compliance	with	TPMs,	MOE,	
MOPs	at	System	and	Subsystem	Level
Assessment	of	Physical	Percent	
Complete	to	inform	cost	and	schedule	
performance	for	each	deliverable	in	WBS
7
7
Overview	of	the	Process
6	Steps	To	Success
❶ Understand Requirements
and	Define	WBS
❹ Build	IMS
❷ Build	IMP ❺ Adjust	for	Irreducible	Risks
❸ Identify Reducible	Risk ❻ Establish	the PMB
1.2.1 Integrate cost and schedule performance
data with objective technical measures of
performance
DI-MGMT-81861†
† Integrated	Program	Management	Report	(IPMR),	DI-MGMT-81861,	OUSD	(AT&L)	PARCA,	20	Jun	2012
Measure	Progress	Based	on	Meeting	Requirements	starting	with	the	
CWBS,	WBS	Dictionary,	and	Technical	Specifications
8
8
The	WBS	
• Is	the	touchstone	of	all	work	activities,	cost,	schedule,	and	technical	
on	the	program
• Describes	technical,	process,	and	programmatic	deliverables	over	
the	life	of	the	program
• Describes	how	these	deliverables	are	related	through	a	well	formed	
tree	structure	– parents	and	children	– defined	by	MIL-STD-881C
• Decomposes	the	work	required	to	achieve	the	project	deliverables.	
the	complexity	of	the	project	tasks	is	reduced	as	the	tasks	are	
broken	down	until	they	reach	a	manageable	size.	The	lowest	level	
elements	of	the	WBS	used	for	project	management	are	usually	
called	work	packages.
• Defines	the	project	tasks	and	therefore	it	defines	the	scope	for	the	
work	required	for	the	project.
The	WBS	States	what	Products	are	
to	be	Delivered	to	the	Customer
9
9
Risk	&	Risk	Assessment
- Level	of	Detail
- Program	Oversight
level	of	detail
Technical
- TPMs
- Specifications
- Design docs
- Performance char.
Earned	Value	
Cost	and	Schedule	Status
WBS
Schedule
IMP	/	IMS
Getting	the	WBS	Right	is	Paramount
Focus	of	most	programmatic	and	technical	status	discussions
10
10
Tactical	Situation	Awareness	
System	(TSAS)
10
Command	and	Data	Center
Mobile	SensorsUAV	with	Airborne	Sensors
Ground	Based	Sensors
11
11
• The	Statement	of	Work	(SOW)	and	Concept	of	Operations	
(ConOps)		describes	what	capabilities	are	needed.
• The	WBS	defines	all	the	program’s	deliverables.
• The	Integrated	Master	Plan	(IMP)	describes	the	
Accomplishments	and	Criteria	needed	to	asses	these	
Accomplishments	that	move	the	deliverables	maturity	
assessment	at	the	Event.
• The	MOEs,	MOPs,	JROC	and	Program	KPPs,	TPMs	describe	the	
needed	technical	attributes	of	the	deliverables.
• The	Integrated	Master	Schedule	(IMS)	shows	the	order	of	the	
work	performed	to	produce	the	deliverables.
• The	Integrated	Baseline	Review	(IBR)	provides	the	evidence	
that	the	plan	is	credible	and	executable.
Setting	up	the	TSAS	Program
12
12
• The	contractor	shall	develop,	test,	integrate,	and	field	five	complete	
(squads)	of	Tactical	Situation	Awareness	Systems	(TSAS)	as	defined	in	this	
PWS.		
• Background:	
– The	Army	requires	a	system	that	will	provide	a	division	or	below-level	
commander	with	near	real	time	beyond	line	of	sight	tactical	enemy	
intelligence.		Such	information	will	be	provided	through	an	autonomous	
unmanned	air	vehicle	(UAV)	equipped	with	Electro-optical/Infrared	(EO/IR),	
Synthetic	Aperture	Radar	(SAR),	and	the	Full	Motion	Video	(FMV).	
– The	Army	envisions	that	a	TSAS	system	will	be	deployed	to	an	area	of	
engagement	within	3,000	miles	using	two	C-17s.		The	system	must	be	able	to	
provide	enemy	intelligence	over	196	square	miles.		
– The	UAV	and	sensor	segment	must	provide	persistent	coverage	for	16	out	of	
24	hours;	remain	on	station	for	4	hours	and	record	videos	of	the	entire	196	
square	miles	at	least	three	times.		The	Army	expects	this	UAV	to	operate	no	
higher	than	15,000	feet	above	ground	level.	
TSAS	SOW	Extract
13
13
• The	sensors	and	communication	system	must	provide	image	quality	such	
that	a	human	operator	within	the	command	and	control	center	can:
– Distinguish	types	and	quantity	of	wheeled	and	tracked	vehicles;
– Determine	types	and	quantity	of	heavy	artillery	and	locations;
– Identify	communications	and	radar	equipment;	and
– Estimate	troop	size	and	movements.
• The	three	on	board	sensor	data	must	be	presented	to	the	command	
center	human	operation	within	10	seconds	of	data	capture.		The	
contractor	must	select	the	appropriate	sized	communication	equipment	
needed	to	provide	this	coverage,	image	resolution	and	response	time.		
• In	order	to	meet	aeronautic	performance	requirements,	each	sensor	
system	must	weigh	no	more	than	100	pounds.
TSAS	Avionics	Requirement	
Specification	Extract
14
14
Intersection	of	WBS	and	OBS	is	the	Control	
Account	and	Its	Work	Packages
15
15
Developing	the	WBS	with	881C
Source:		Appendix	H,	MIL-STD-881C,	3	October	2011
WBS	# Level	3 Level	4
1.1.4 Avionics
1.1.4.1 Avionics	Integration,	Assemble,	Test	and
1.1.4.2 Communication/Identification
1.1.4.3 Navigation/guidance
1.1.4.4 Automatic	Flight	Control
1.1.4.5 Health	Monitoring	System
1.1.4.6 Stores	Management	
1.1.4.7 TSAS	Mission	Computer/Processing
1.1.4.8 Fire	Control
1.1.4.9 Avionics	Software	Release	1…n
1.1.4.10 Avionics	Subsystems	-	Classified	1
1.1.4.11 Avionics	Subsystems	-	Classified	2
1.1.4.12 Avionics	Subsystems	-	Classified	3
1.1.4.13 TSAS	SAR	Sensor	Subsystem
1.1.4.14 TSAS	EO/IR	Sensor	Subsystem
1.1.4.15 TSAS	FMV	Sensor	Subsystem
WBS	# Level	1 Level	2 Level	3 Level	4
1.0 TSAS	UAV	System
1.1 Air	Vehicle
1.1.1 Airframe
1.1.2 Propulsion
1.1.3 Vehicle	Subsystems
1.1.4 Avionics
1.1.5 Auxilliary	Equipment
1.1.6 Air	Vehicle	Software	Release	1…n
1.1.7 Air	Vehicle	Integration,	Assembly,	Test	and	Checkout
1.2 Payload
1.3 Ground/Host	Segment
1.4	 UAV	Software	Release	1…n
1.5 UAV	System	Integration,	Assembly,	Test	and	checkout
1.6 Systems	Engineering
1.7 Program	Management
1.8 System	Test	and	Evaluation
1.9 Training
1.10 Data
1.11 Peculiar	Support	Equipment
1.12 Common	Support	Equipment
1.13 Operational/Site	Activation
1.14 Industrial	Facilities
1.15 Initial	Spares	and	Repair	Parts
Contractor	added	SAR,	EO/IR	and	
FMV	Sensors
16
16
• “Purpose	and	intent	of	the	CWBS	and	CWBS	
dictionary	is	to	document	the	contractor’s	
deliverable	products	and	planned	approach	to	
performing	the	contract	scope	of	work”
• “It	also	contains	the	technical	description	of	
the	military	end	item	being	
developed/procured	by	the	contract”
CWBs	and	CWBS	Dictionary	
Source:	Data	Item	Description,	DI-MGMT-81334D,	Contractor	Work	Breakdown	Structure
17
17
TSAS	Avionics	CWBS	Dictionary
CWBS
CWBS	Element
Name
CWBS	Definition
1.1.4 Avionics
The	element	includes	all	effort	associated	with	designing,	procuring,	building,	assembling,	
testing,	and	checkout	of	element	subsystems	to	ensure	they	meet	the	stated	requirements
1.1.4.1
Avionics
Integration,	
Assemble,	Test,	
and	Checkout
Element	includes all	effort	to	technical	and	functional	activities	associated	with	the	design,	
development,	and	production	of	mated	surfaces,	structures,	equipment,	parts,	materials,	and	
software	required	to	assemble	and	test	the	avionics	suite	parts	and	subsystems	equipment.
1.1.4.2
Communication	
/ Identification
Element includes	all	effort	associated	with	designing,	procuring,	building,	assembling,	test,	
and	check	out	of	communications	and	identification	components	including	line-of-sight	and	
beyond-sight	and	associated	antenna	and	processors.	Communication	components	must	meet	
the	KPPs	stated	in	the	Technical	Specification.	The	identification,	Friend,	Foe	(IFF)	components	
includes	all	transponders	and	associated	processes.	IFF	must	meet	KPPs	threshold	in	the	Tech
1.1.4.3
Navigation	and	
Guidance
Element	includes all	effort	associated	with	designing,	procuring,	building,	assembling,	test	and	
check	out	of	navigation	and	guidance	components.	Navigation	subsystem	must	meet	the	
threshold	KPPs	stated	in	the	Technical	Specifications.	The	guidance	system	includes	GPS	and	
Inertial	Navigation	systems	and	interface	hardware	to	the	Mission	Management	Computer.	
1.1.4.4
Automatic	
Flight	Control
The	element	includes	electronic	devices	and	sensors,	in	combination	with	flight	controls	that	
enable	the	crew	to	control	the	flight path	of	the	aircraft	and	provide	lift,	drag,	trim,	and	
conversion	effects.	This	includes	Flight	Control	Computers,	software,	signal	processors,	and	
data	transmitting	elements	designed	to	processing	data	for	either	primary	or	automatic	flight	
control	functions.	Electronic	devices	required	for	signal	processing,	data	formatting	and	
interfacing	between	flight	control	elements.
17
18
18
TSAS	Avionics	CWBS	Dictionary	
(Concluded)
CWBS
CWBS	Element
Name
CWBS	Definition
1.1.4.5
Health Monitoring	
Systems
The	element	includes	all	effort	associated with	designing,	procuring,	building,	assembling,	
testing,	and	check	out	of	equipment	needed	to	detect	and	report	malfunctions	in	the	
avionics	systems.
1.1.4.13
TSAS	SAR	Sensor	
Subsystem
The	element includes	all	effort	associated	with	designing,	procuring,	building,	assembling,	
testing,	and	check	out	of	the	Synthetic	Aperture	Radar.	The	element	includes	transmitter,	
receiver,	switch,	antenna(s),	data	recorder,	processor,	and	interface	equipment	to	the	
communication	element	– 1.1.4.2.	It	must	meet	the	image	resolution	as	stated	in	the	
Technical	Specifications.
1.1.4.14
TSAS	EO/IR	Sensor	
Subsystem
The	element includes	all	effort	associated	with	designing,	procuring,	building,	assembling,	
testing,	and	check	out	of	the	Electro	Optical/InfraRed	sensor	platform.	The	element	
includes	optical	head	and	window,	collecting	optics,	field	stop,	reticle,	optical	filters,	
detector,	preamplifiers,	amplifiers,	signal	processor,	controls,	and	interface	equipment	to	
the	communications	element	– 1.1.4.2.	The	EO/IR	element	must	meet	the	resulting	
requirements	as	stated	in	the	Technical	Specifications.
1.1.4.15
TSAS	FMV	Sensor	
Subsystem
The	element includes	all	effort	associated	with	designing,	procuring,	building,	assembling,	
testing,	and	check	out	of	the	Full	Motion	Video	platform.	The	element	includes	digital	
camera,	high	speed	video	switched	matrix,	parallel	processors,	applicable	software	
including	encryption,	radio	frequency	equipment	and	antennas.	The	FMV	must	meet	the	
image	resolution	as	stated	in	the	Technical	Specifications. 18
19
19
• At	PDR	the	planned	weight	is	100	pounds.
• The	Significant	Accomplishment	is	considered	Complete if	the	
weight	is	within10%	of	the	plan.	
Measuring	Program	Performance	using	
Planned	Technical	Performance
90
95
100
105
110
115
120
125
130
135
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Pounds
Upper	Control	Limit Requirement	Weight Planned	Weight Actual	Weight
• The	IMS	shows	the	
SA	assessed	using	
weight	and	an	AC	
assessed	by	EO/IR	
resolution	and	
response	time	using	
Modeling	and	
Simulation.
20
20
The	Integrated	Master	Plan	describes	where	the	program	is		going,	the	various	
paths	taken	to	reach	destination,	and	the	progress	or	performance	
assessment	points	along	the	way	to	assure	it	is	on	the	right	path.
These	assessment	points	measures	the	“maturity”	of	the	product	or	service	
against	the	planned	maturity.	This	is	the	only	real	measure	of	progress	– not	
the	passage	of	time	or	consumption	of	money.
The	Integrated	Master	Plan	(IMP)	Is	The	Strategy	For	
The	Successful	Completion	Of	The	Project
RP
21
21
Structure	of	the	
Integrated	Master	Plan	(IMP)
• Vertical	and	Horizontal	traceability	assures	each	
deliverable	is	assessed	for	increasing	maturity	against	
its	planned	maturity
IMS
IMP
Describes how program
capabilities will be
delivered and
how these
capabilities will
be recognized
as ready for
delivery
Supplemental Schedules (CAM Notebook)
Work Packages and Tasks
Criteria
Accomplishment
Events
or
Milestones
22
22
Integrated	Master	Plan	for	TSAS	
Avionics	Preliminary	Design	Review
WBS IMP	# IMP	Description
1.1.4 C (PE)	TSAS	Avionics	PDR	Completed
1.1.4 C.01 (SA)		TSAS	Avionics	System	Requirements	Defined
1.1.4 C.01.01 (AC)		System	/	Subsystem	Specification	Completed
1.1.4 C.01.02 (AC)	Update	TSAS	Avionics	Requirements	Analysis	Completed
1.1.4 C.01.03 (AC)	Update	Draft	System	Specifications	Completed
1.7 C.01.04 (AC)		Cost,	Schedule,	And	Technical	Performance	Reviewed
1.1.4.7 C.02 (SA)		TSAS	Mission	Computer	Sensor	Subsystem	Design	Development	Completed
1.1.4.7 C.02.01 (AC)	Mission	Computer	Functional	Requirements	Definition	Completed
1.1.4.7 C.02.02 (AC)	Mission	Computer	Functional	Architecture	Definition	Completed
1.1.4.7 C.02.03 (AC)	Mission	Computer	Detailed	Design	Definition	Completed
1.1.4.13 C.03 (SA)		TSAS	SAR	Sensor	Subsystem	Design	Development	Completed
1.1.4.13 C.03.01 (AC)	SAR	Functional	Requirements	Definition	Completed
1.1.4.13 C.03.02 (AC)	SAR	Functional	Architecture	Definition	Completed
1.1.4.13 C.03.03 (AC)	SAR	Detailed	Design	Definition	Completed
1.1.4.14 C.04 (SA)		TSAS	EO/IR	Sensor	Subsystem	Design	Development	Completed
1.1.4.14 C.04.01 (AC)	EO/IR	Functional	Requirements	Definition	Completed
23
23
• The	IMS	is	the	horizontal	sequence	of	work	
that	produces	products	with	increasing	
maturity	of	technical	performance
The	Integrated	Master	Schedule
GA
24
24
Assess	the	maturity	
of	a	Capability	at	a	point	in	
time.
Requirements	that	
enable	planned	Capabilities.
Exit	Criteria	for	Work	Packages	
That	deliver	the	Requirements.
Work
Package
Work	
Package
Work	
Package
Work	
Package
Work	
Package
Work	
package
§ Integrated	Master	Plan	(IMP)	is	the	strategy	for	the	successful	
completion	of	the	program,	measured	as	“increasing	maturity”	of	the	
Performance	Measures	(MOE,	MOP,	TPM,	KPP).
§ Without	a	plan	we	cannot	say	what	“done”	looks	like.
§ Integrated	Master	Schedule	(IMS)	defines	the	Work	Packages	and	
Planning	Packages	needed	to	implement	the	Plan,	retire	risks,	manage	
resources,	and	sequence	the	detailed	work	activities.
§ Both	the	Plan	and	the	Schedule	are	essential	for	success.
The	structure	of	a	
Performance-Based	
Program
ACCOMPLISHMENT CRITERIA
SIGNIFICANT ACCOMPLISHMENT
PROGRAM EVENT
GA
Vertical	Traceability	from	AC	to	SA	to	PE
Horizontal	Traceability	from	WP	to	WP	to	AC
25
25
Top	Level	TSAS	Avionics	IMS
Work	Breakdown	Structure
Organization	Breakdown	Structure
IMP/IMS	Type
IMP/IMS	Numbers
Control	Account	Number
The	weight	criteria	must	be	within	the	PDR	
bounds	for	the	For	the	Significant	
Accomplishment	to	be	considered	
Complete
EO/IR	resolution	and	response	time	criteria	defined		by	the	Technical	Specification	and	verified	in	the	Modeling	&	
Simulation	results	needed	to	call	PDR	Done	for	the	EO/IR	Preliminary	Design	Definition	Accomplishment	Criteria
26
26
• The	funding	allocated	
to	the	Control	
Account.
• The	Work	Packages	
and	Planning	Packages	
for	this	funding.
• A	short	description	of	
the	outcomes.
• The	CAP	is	the	“check	
book”	for	the	work	to	
be	performed.
The	Control	Account	Plan
27
27
Connecting	the	Dots	in	the	PMB
WBS KPPs TPMs
EVM
ETC
EAC
Irreducible	
uncertainty	
in	reference	
classes Reducible	
uncertainty	held	
in	Risk	Register
Schedule	Margin	in	
DI-MGMT-81861
Cost	Contingency	†
Risk	retirement	in	PMB
Management	Reserve	
covers	unmitigated	risk
MOE
MOP
Physical	%	
Complete
PE
SA
AC
JROC	KPP
IMP
IMS WP
27
28
28
Determination	of	Physical	%	Complete	must	be	informed	by	both	
task	completion	and	technical	status
• Progress	of	a	set	of	tasks	
– Drawings	Completed
– Lines	of	Code	Written
– Work	Products	Produced
– Reviews	Completed
• Progress	of	the	technical	
status	
– Critical	TPM	Achievement
– System	Capabilities	Met
– Quality	of	Work	Products
– System	Under	Review	Acceptable
Measuring	progress	
of	what	people	do
Measuring	progress	of	the	
result	of	what	people	do
Progress	is	measured	by	effectiveness of	outcomes	to	the	end	user
BCWPi
i=1
N
∑ = BCWSi × P%Ci
i=1
N
∑
Physical	%	Complete	P%C
29
29
• Technical	Performance	Measures	(TPM)
• Requirements	Maturity
• Progress	of	System	Design	documentation
• Technical	Risk
• Formal	CDRL	completion
• Other	indicators	of	outcome	performance	
Typical	Measures	of	Technical	
Status
30
30
• Image	resolution	under	various	scenarios
• Response	time	UAV	to	ground	terminal
• Planned	weight	(chosen	for	our	example)
Possible	TPMs	for	TSAS	EO/IR
31
31
Example	of	TSAS	EI/OR	TPM	Informing	Cost/Schedule	
Performance
90
100
110
120
130
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Pounds
Upper	Control	Limit Requirement	Weight
Planned	Weight Actual	Weight
TPM	is	off	plan	from	February	– July.		CAM	
adjudicates	P%Ci	<	100%,	records	BCWP	<	
BCWS	for	those	months,	and	spends	more	to	
get	weight	on	plan.		Once	on	plan	(August),	
BCWPcum =	BCWScum
TPM	Weight	Plan	vs Estimated	Actuals TPM	vs Cost	and	Schedule	Progress
Month Jan Feb Mar Apr May Jun Jul Aug
Upper	Control	Limit 125 125 125 125 125 125 125 125
Requirement	Weight 100 100 100 100 100 100 100 100
Planned	Weight 120 120 115 115 110 110 105 105
Estimated	Actual	Weight 120 123 128 130 128 120 110 103
BCWS 71,160$					 63,000$					 65,520$					 73,280$					 68,640$					 65,520$					 76,400$					 65,520$					
BCWScum 71,160$					 134,160$			 199,680$			 272,960$			 341,600$			 407,120$			 483,520$			 549,040$		
ACWP 71,160$					 63,000$					 65,520$					 78,000$					 78,000$					 78,000$					 76,400$					 65,520$					
ACWPcum 71,160$					 134,160$			 199,680$			 277,680$			 355,680$			 433,680$			 510,080$			 575,600$		
BCWP 71,160$					 61,425$					 58,113$					 63,722$					 57,408$					 59,564$					 72,762$					 104,886$		
BCWPcum 71,160$					 132,585$			 190,698$			 254,420$			 311,828$			 371,392$			 444,154$			 549,040$		
SV -$												 (1,575)$						 (7,407)$						 (9,558)$						 (11,232)$				 (5,956)$						 (3,638)$						 39,366$					
SVcum $.00 ($1.58) ($8.98) ($18.54) ($29.77) ($35.73) ($39.37) $.00
CV $.00 ($1.58) ($7.41) ($14.28) ($20.59) ($18.44) ($3.64) $39.37
CVcum $.00 ($1.58) ($8.98) ($23.26) ($43.85) ($62.29) ($65.93) ($26.56)
CPIi	(BCWP/ACWP) 1.00 0.98 0.89 0.82 0.74 0.76 0.95 1.60
CPIcum 1.00 0.99 0.96 0.92 0.88 0.86 0.87 0.95
SPIi	(BCWP/BCWS) 1.00 0.98 0.89 0.87 0.84 0.91 0.95 1.60
SPIcum 1.00 0.99 0.96 0.93 0.91 0.91 0.92 1.00
32
32
Summary	of	Steps	to	Create	the	
Credible	PMB	and	Track	Progress
6	Steps	To	Success
❶ Understand	Requirements	
and	Define	WBS
❹ Build	the	IMS
❷ Build	IMP ❺ Adjust	for	Irreducible	Risks
❸ Identify Reducible	Risk ❻ Establish	the PMB
1.2.1 Integrate cost and schedule performance
data with objective technical measures of
performance
DI-MGMT-81861†
† Integrated	Program	Management	Report	(IPMR),	DI-MGMT-81861,	OUSD	(AT&L)	PARCA,	20	Jun	2012
Measure	Progress	Based	on	Meeting	Requirements
3333
The	End
33
34
34
6	Steps	To	Making	These	Connections
Step Outcome
❶
Define	
WBS
§ With	SOW,	SOO,	ConOps,	WBS,	and	other	program	documents,	develop	CWBS	
of	system	deliverables	and	work	processes	to	produce	the	program	outcomes.
§ Develop	CWBS	Dictionary	describing	scope	of	work	and	Criteria	for	the	
successful	delivery	of	these	outcomes.	
❷
Build	IMP
§ Develop	Integrated	Master	Plan	(IMP),	showing	how	each	system	element	in	
the	CWBS	moves	through	the	maturation	process	at	each	Program	Event.	
§ Define	Measures	of	Effectiveness	(MOE)	for	each	Accomplishment.
§ Define	Measures	of	Performance	(MOP)	for	each	Criteria.	
❸
Identify
Reducibl
e	Risk
§ For	each	key	system	element	in	the	CWBS,	identify	reducible	risks,	probability	
of	occurrence,	mitigation	plan,	and	residual	risk	in	the	Risk	Register.
§ Risk	mitigation	activities	placed	in	IMS and	PMB	to	assure	probability	of	
occurrence	and	probability	of	impact	reduced.
§ For	risks	without	mitigation	plans,	place	budget	for	risk	in	Management	
Reserve	(MR)	to	be	used	to	handle	risk	when	it	becomes	an	Issue.
35
35
Step Outcome
❹
Build	the	
IMS
§ Arrange	Work	Packages	and	Tasks	in	a	logical	network	of	increasing	maturity	
of	the	deliverables.
§ Define	exit	criteria	for	each	Work	Package	to	assess	planned	Physical	
Percent	Complete	to	inform BCWP	using	TPM,	MOP,	MOE,	and	Risk	
Reduction	activities in	support	of	Accomplishments	in	the	IMS.
❺
Adjust	for	
Irreducible	
Risks
§ For	irreducible	risks	in	the	IMS,	use	Reference	Classes	for	Monte	Carlo	
Simulation	anchored	with	Most	Likely	duration	to	calculate	needed	schedule	
margin.	
§ Assign	schedule	margin	tasks	in	the	IMS,	to	protect	the key	system	
elements,	per	DI-MGMT-81861	guidance.	
❻
Establish	
PMB
§ Using	risk	adjusted	IMS,	calculate	needed	Management	Reserve	(MR) to	
account	for	the	latent	risks	in	the	Risk	Register.
§ With	deterministic IMS	and	its	embedded	Schedule	Margin	and	
Management	Reserve	for	latent	risk,	determine the	resulting	confidence	
level	of	the	PMB.
6	Steps	To	Making	These	Connections

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