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NASA PM Challenge 2007

 Corporate Archetype Shifts:
        Implementing a
Life Cycle and Gated Milestone
            Process
                 Jeff Osterkamp
   Vice President, Program Management Office
      Ball Aerospace & Technologies Corp.
Outline

Company Background

The Life Cycle and Gated Milestone (LCGM) Vision

The LCGM Concept

Implementation of the LCGM

Effective Practices and Lessons Learned

Current Status

Summary and Conclusions
                                                   Page_2
Ball Aerospace & Technologies Corp.

Celebrating 50 years in Aerospace

Wide Range of Capabilities
 ─ Full space missions, spacecraft, payloads,
   subsystems and components

Four Strategic Business Units
 ─ Serving Defense, Civil, and Commercial
   Aerospace Markets

Demographics
 ─   Over 600 years of collective Program Management experience
 ─   70+ Program Managers, many with over 20 years of experience
 ─   2,989 employees with an average tenure of 9 years and average age of 45
 ─   240 active programs generating $700M/yr in sales

Culture
 ─ Highly innovative, creative, and entrepreneurial
                                                                               Page_3
Diverse Program & Product Environments

Commercial Spacecraft &
Payloads

                                                              Civil Spacecraft &
                                                              Payloads




            Space
                                                        Tactical
            Components
                                Defense Systems,        Components
                                Spacecraft & Payloads




                                                                                   Page_4
Life Cycle Gated Milestone (LCGM) Vision

A new archetype aimed at improving program
     planning, execution, and control.


               Construct and implement a LCGM
               process and tool to identify and align
               the products and processes required
               for pursuit and execution of programs




                                                        Page_5
LCGM - Implementation Objectives


Provide Mapping of End-to-End Program Processes

Clarify Process Interaction

Improve Program Planning and Reduce Execution Risk

Address Growth Challenges by Improving Execution
Performance and Consistency

Allow for Analysis of Waste and Streamlining Opportunities

Show how Process Owners can Enhance the Quality of Their
Products


                                                             Page_6
LCGM - Implementation Concerns & Strategies


Address the Shift from Informal to Formal Process within a Entrepreneurial
Culture

Address the Perceived Shift of Control Away from the Program Manager

Provide a Standardized but Flexible Tool for Use Across Varied Program
Environments

Provide a Tool that Satisfies the Various Micro-Cultures in the Corporation

Show Connection of Phased Activities Across Organizational Boundaries

Develop a Communications Tool that Emphasizes Common Vernacular


                                                                              Page_7
LCGM Conceptual Model

  Phased Product Development with Gated Review and Control

 Periods New Business                                    Planning                              Implementation
 Phases    Opportunity   Pursuit   Proposal   Planning   Requirements   Design   Fabrication   Verification   Support   Closeout




            Products/activities                Products/
            for each gate are                  activities
                                                                             Gate                yes          Continue to
Products                                                                   Products                           next phase
            chosen specific to                    are
                                                                          Acceptable?                         of program.
             program needs.                   completed.


                                                                                   no

 Control
  Gates


                                                                                                                                   Page_8
Anatomy of the LCGM

                                                               LCGM Profile defines required
Categorized activity, time-                                    time-phased products and
phased across the lifecycle                                    processes based on program
                                                               environment




         Product list tailored to fit
         specific program profile                             Control Gates used to
                                                              assess readiness to
         Link to process, tool,                               advance
         template, and best-practice
         example

                                                                                               Page_9
Applied Tactics for Implementation

Communicate Vision and Objectives
─   Executive management
─   Business units
─   Functional support organizations


Establish a Collaborative Working Group
─   Representation from executive management, business units, and functional
    support organizations
─   Weekly meetings to determine types of programs, requirements flows, maturity
    levels and other specifics

Create a Graphical Model of the Life Cycle and Gate Flows
Link to Quality Business System and Align with Other Processes
Create a Web Tool for Easy Access and Use
Pilot the Process Through Sample Programs
Introduce, Train, and Communicate
                                                                                   Page_10
Best Practices / Lessons Learned

Allow Sufficient Time for Development
─   Obtain cross-functional corporate support
─   Get stakeholder buy-in (include users in the development process)
─   Provide supporting tools and documents with the process
─   Provide additional instructions and a dedicated resource for questions
─   Clearly define and enforce criteria for gate entry and exit
─   Avoid “polishing the apple”; plan to collect feedback and evolve it


Communicate Expectations as Clearly as Possible
─   Ensure vision and need are understood (include program managers)
─   Communicate the expected “maturity” to users, prior to release
─   Establish and publish a schedule of required activities
─   Establish documentation requirements, and approval authority early



                                                                             Page_11
Best Practices / Lessons Learned

Build in Flexibility
─ Provide tailored profiles to suit various program environments
─ Allow for scalability within the LCGM as well as within the required product and process
  activities to suit the company’s size and types of programs
─ Have a process, template, and example for each product within the LCGM; make them easily
  accessible to the users

Create an Implementation and Change Plan
─    Phase releases by program risk environment and maturity level
─    Identify “change-agents” and champions, and pilot through sample programs
─    Establish an awareness program and training schedule
─    Facilitate way to acquire feedback (i.e. feedback forums, web site, etc.)
─    Define change authority and configuration control methods

Consider Timing
─ Establish a sense of urgency
─ Release with other collaborative activities (i.e. new program management office)
─ Avoid introducing too much process…too fast
                                                                                             Page_12
Current Status

Use of the LCGM Process and Tool is Becoming Institutionalized
─   Recognized as a useful tool by program managers
─   Supports programs from new business to closeout
─   Well received by customers
─   Improvements continue
─   Communication and training continues




                                                                 Page_13
Summary and Conclusions

Analysis of the End-to-End Program Lifecycle is a Great Exercise for any
Company
 ─ Aids in effective planning by clearly identifying required products / processes
 ─ Highlights the lack of maturity and standardization in certain areas

Integrating the Analysis with Tools and Examples Provides a Great Resource for
Program Managers
 ─ Build in flexibility aligned with program demographics
 ─ Balance the functional process owners’ desire for quality and operational end users’
   need for streamlined processes

Match Implementation Methodology with Corporate Culture
 ─ Get early buy in from stakeholders and engage corporate “champions”
 ─ The working team must best reflect the company’s structure and cross-discipline
   interests
 ─ You most likely cannot over-communicate the Vision, Implementation Plan, or
   Application Instruction when introducing it into an entrepreneurial culture

                                                                                      Page_14
Questions




            Page_15

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Osterkamp jeff

  • 1. NASA PM Challenge 2007 Corporate Archetype Shifts: Implementing a Life Cycle and Gated Milestone Process Jeff Osterkamp Vice President, Program Management Office Ball Aerospace & Technologies Corp.
  • 2. Outline Company Background The Life Cycle and Gated Milestone (LCGM) Vision The LCGM Concept Implementation of the LCGM Effective Practices and Lessons Learned Current Status Summary and Conclusions Page_2
  • 3. Ball Aerospace & Technologies Corp. Celebrating 50 years in Aerospace Wide Range of Capabilities ─ Full space missions, spacecraft, payloads, subsystems and components Four Strategic Business Units ─ Serving Defense, Civil, and Commercial Aerospace Markets Demographics ─ Over 600 years of collective Program Management experience ─ 70+ Program Managers, many with over 20 years of experience ─ 2,989 employees with an average tenure of 9 years and average age of 45 ─ 240 active programs generating $700M/yr in sales Culture ─ Highly innovative, creative, and entrepreneurial Page_3
  • 4. Diverse Program & Product Environments Commercial Spacecraft & Payloads Civil Spacecraft & Payloads Space Tactical Components Defense Systems, Components Spacecraft & Payloads Page_4
  • 5. Life Cycle Gated Milestone (LCGM) Vision A new archetype aimed at improving program planning, execution, and control. Construct and implement a LCGM process and tool to identify and align the products and processes required for pursuit and execution of programs Page_5
  • 6. LCGM - Implementation Objectives Provide Mapping of End-to-End Program Processes Clarify Process Interaction Improve Program Planning and Reduce Execution Risk Address Growth Challenges by Improving Execution Performance and Consistency Allow for Analysis of Waste and Streamlining Opportunities Show how Process Owners can Enhance the Quality of Their Products Page_6
  • 7. LCGM - Implementation Concerns & Strategies Address the Shift from Informal to Formal Process within a Entrepreneurial Culture Address the Perceived Shift of Control Away from the Program Manager Provide a Standardized but Flexible Tool for Use Across Varied Program Environments Provide a Tool that Satisfies the Various Micro-Cultures in the Corporation Show Connection of Phased Activities Across Organizational Boundaries Develop a Communications Tool that Emphasizes Common Vernacular Page_7
  • 8. LCGM Conceptual Model Phased Product Development with Gated Review and Control Periods New Business Planning Implementation Phases Opportunity Pursuit Proposal Planning Requirements Design Fabrication Verification Support Closeout Products/activities Products/ for each gate are activities Gate yes Continue to Products Products next phase chosen specific to are Acceptable? of program. program needs. completed. no Control Gates Page_8
  • 9. Anatomy of the LCGM LCGM Profile defines required Categorized activity, time- time-phased products and phased across the lifecycle processes based on program environment Product list tailored to fit specific program profile Control Gates used to assess readiness to Link to process, tool, advance template, and best-practice example Page_9
  • 10. Applied Tactics for Implementation Communicate Vision and Objectives ─ Executive management ─ Business units ─ Functional support organizations Establish a Collaborative Working Group ─ Representation from executive management, business units, and functional support organizations ─ Weekly meetings to determine types of programs, requirements flows, maturity levels and other specifics Create a Graphical Model of the Life Cycle and Gate Flows Link to Quality Business System and Align with Other Processes Create a Web Tool for Easy Access and Use Pilot the Process Through Sample Programs Introduce, Train, and Communicate Page_10
  • 11. Best Practices / Lessons Learned Allow Sufficient Time for Development ─ Obtain cross-functional corporate support ─ Get stakeholder buy-in (include users in the development process) ─ Provide supporting tools and documents with the process ─ Provide additional instructions and a dedicated resource for questions ─ Clearly define and enforce criteria for gate entry and exit ─ Avoid “polishing the apple”; plan to collect feedback and evolve it Communicate Expectations as Clearly as Possible ─ Ensure vision and need are understood (include program managers) ─ Communicate the expected “maturity” to users, prior to release ─ Establish and publish a schedule of required activities ─ Establish documentation requirements, and approval authority early Page_11
  • 12. Best Practices / Lessons Learned Build in Flexibility ─ Provide tailored profiles to suit various program environments ─ Allow for scalability within the LCGM as well as within the required product and process activities to suit the company’s size and types of programs ─ Have a process, template, and example for each product within the LCGM; make them easily accessible to the users Create an Implementation and Change Plan ─ Phase releases by program risk environment and maturity level ─ Identify “change-agents” and champions, and pilot through sample programs ─ Establish an awareness program and training schedule ─ Facilitate way to acquire feedback (i.e. feedback forums, web site, etc.) ─ Define change authority and configuration control methods Consider Timing ─ Establish a sense of urgency ─ Release with other collaborative activities (i.e. new program management office) ─ Avoid introducing too much process…too fast Page_12
  • 13. Current Status Use of the LCGM Process and Tool is Becoming Institutionalized ─ Recognized as a useful tool by program managers ─ Supports programs from new business to closeout ─ Well received by customers ─ Improvements continue ─ Communication and training continues Page_13
  • 14. Summary and Conclusions Analysis of the End-to-End Program Lifecycle is a Great Exercise for any Company ─ Aids in effective planning by clearly identifying required products / processes ─ Highlights the lack of maturity and standardization in certain areas Integrating the Analysis with Tools and Examples Provides a Great Resource for Program Managers ─ Build in flexibility aligned with program demographics ─ Balance the functional process owners’ desire for quality and operational end users’ need for streamlined processes Match Implementation Methodology with Corporate Culture ─ Get early buy in from stakeholders and engage corporate “champions” ─ The working team must best reflect the company’s structure and cross-discipline interests ─ You most likely cannot over-communicate the Vision, Implementation Plan, or Application Instruction when introducing it into an entrepreneurial culture Page_14
  • 15. Questions Page_15