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A Recent “Encounter”
Carl Gustav Hempel (1905 – 1997) posed a paradox. If we want to
prove the hypotheses such as “all ravens are black,” we can look for
many ravens and determine of they all meet the blackness criteria.
Hempel suggested changing the hypothesis to it’s counter positive
(rewording with identical meaning) would be easier. The new
hypothesis is: “all non–black things are non–ravens.” This
transformation, supported by the laws of logic, makes it much easier
to test. Unfortunately, the premise is ridiculous. Hemple’s Raven
paradox points out the importance of common sense and proper
background exploration, even in subjects as complex as project
management. 1
I have recently been engaged in a conversation of sorts based on the
statement — “PERT/CPM fails as a predictive tool is quite obvious and
has been proven ad nauseum.” The author of this statement firmly
believes, following Hempel’s inverted logic, that unequivocal
statements make common sense, when in fact the statement above is
ridiculous.
This roundabout introduction comes from my recent stint as an
“IMP/IMS” provider to a spacecraft program. IMP/IMS is the acronym
for Integrated Master Plan / Integrated Master Schedule, which is a
process of developing costs and schedules in aerospace and
government procurement contracts. Although the approach provided
by IMP/IMS seems obvious, it is not. More on that later, but first a
quote from a book I’ve finished — Execution: The Discipline of Getting
Things Done, Larry Bossidy and Ram Charan.
You cannot have an execution culture without robust dialogue – one
that brings reality to the surface through openness, candor, and
informality. This is called “truth over harmony.”
Integrated Program Management and Systems Engineering
Integrated Program Management (IPM) is the foundation for IMP/IMS.
Systems Engineering (SE) is the foundation of IPM. NASA defines SE
as “an interdisciplinary approach encompassing the entire technical
effort to evolve and verify an integrated and life–cycle balanced ser of
system people, product, and process solutions that satisfy customer
needs.
The objective of SE is to design, build, and operate a system so it
accomplishes its purpose in the most cost–effective manner possible,
1 Abstracted from the Foreword of NASA Systems Engineering Handbook , SP–610S, June 1995.
considering cost, schedule, and risk. It is the cost and schedule
aspects of SE that I am most interested in.
Cost and schedule development as well as the technical feasibility and
viability of the project are based on the “Doctrine of Successive
Refinement.” This doctrine says that the realization of a system over
its life cycle results from a succession of decisions among alternative
course of action. When these alternatives are defined and understood
enough to be differentiated in a cost–effectiveness space, the Systems
Engineer can make choice among them with a known confidence.
A core activity in SE is harmonizing goals, work products and the
organizations that deliver these products. This involves managing the
Systems Engineering process which in turn involves managing the
work. Work in SE is represented by a Work Breakdown Structure
(WBS) along with a Product Breakdown Structure (PBS), and
Organization Breakdown Structure (OBS) and their associated Cost
Accounts.
As a short diversion, there are three (3) major errors that can occur
with developing a WBS:
1. The WBS describes functions, not product components. This
makes the project manager the only one formally responsible for
products.
2. The WBS has branch points that are not consistent with how the
WBS elements will be integrated. For example in a guidance,
navigation and control system with a distributed architecture,
there is usually software associated with hardware items. It
would be inappropriate to separate hardware and software as if
they were separate systems to be integrated at the system level.
3. The WBS is inconsistent with the PBS. This makes is possible tat
the PBS will not be fully implemented and generally complicates
the management process.
Integrated Master Plan
Integrated Master Plan (IMP) – provides a single plan describing the
fundamental structure of the program.
1. Focuses the integrated product team (IPT) team on the customer
requirements through deliverables rather than through tasks
2. Establishes an agreement between all members of the IPT on
these deliverables
3. Defines the program in terms of events, accomplishments, and
criteria for these judging the completion of these
accomplishments
4. Establishes the criteria and objectives for program success
5. Integrated Master Schedule (IMS) – provides a task and
calendar based schedule at a level necessary for day–to–day
execution of the program
Integrated Master Schedule
Products described in the WBS are the result of activities – tasks. An
orderly and efficient SE process requires these tasks take place in the
right order with the least cost and duration. Arranging this order, cost
and duration takes place in a “network schedule,” which explicitly
takes into account the dependencies of each task. Building a “network
schedule” is the result of the IMP/IMS process. IMP decomposes a
project into “program events” (milestones), “significant
accomplishments,” and “accomplishment criteria.”
The IMS supports the events, accomplishments, and criteria with
detailed tasks, activities, and milestones with dependencies. With
these entities in place an accurate critical path can be calculated. The
Critical Path is the sequence of activities that will take the longest to
accomplish. Activities not on the critical path have “float.”
Using the IMP/IMS approach there are several steps in establishing a
“networked schedule” – the IMS. This schedule is composed of four
layers
1. Events that are assessment points which occur at the conclusion
of significant program activities
2. Significant accomplishments are the desired results prior to an
event. For each event these accomplishments demonstrate an
understanding of the requirements
3. Criteria for these accomplishments provide definitive evidence
that a specific accomplishment has been completed.
Accomplishment Criteria must:
 Measure success or product maturity over time
 Provide objective, explicit proof of completion
 Highlight specific areas of effort for tracking, monitoring risk,
or incrementally verifying a process of product development
 Relate directly to accomplishments
 Answer “how do I know when a accomplishment has been
completed”
 Focus on exit criteria
 Express entrance criteria as predecessors in the IMS
4. Tasks are time phased, detailed activities (where work is
accomplished and funds are expended) required to support the
IMP criteria and accomplishments. Individual tasks in the IMS:
 Identify activities and dependencies needed to complete each
WBS element
 Identify and negotiate external dependencies
 Provide estimated durations of all activities
 Are derived from a WBS element to obtain a network
schedule and an estimate of the critical path for the element.
 Are integrated into schedules of lower level WBS elements.
 Are reviewed for resource and funding profiles and with
adjustments made to logic and durations.
So why all this formality for making a simple schedule from a plan?
Objective  Implementation
Construct an Event driven
plan rather than a schedule
driven plan. Task completion
is the criteria for event
completion
 Separate plan (IMP) from
schedule (IMS) but link
elements with numbering
system
IMP/IMS is a condensed,
easy to read “plan” showing
“events” rather than effort
against tasks. It converts
“level of effort” into
actionable outcomes
 Indentured, outline format (not
text) for Event,
Accomplishments, Criteria
rather than tasks
Pre-defined entry and exit
conditions for major program
events rather than the
passage of time as a
measure of progress
 Significant Accomplishments
(SA) for each key event
(submitted in proposal)
Objective measure of
progress/ completion for
each accomplishment
 Pre–defined accomplishment
criteria (AC) for each SA
Stable, contractual plan
flexible enough to portray
program status
 IMP is part of contract, IMS is
data item used to manage the
project after award
Capture essence of
functional processes without
mandating a particular
process be imposed on the
project
 Split IMP into Product and
Process sections. These
processes are not “project
management” processes but
product development
processes.
What’s Next?
Once the IMP/IMS process is in place, managing the project takes
place. Program Controls is usually the formal name. More about this
next time

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A Recent Encounter

  • 1. A Recent “Encounter” Carl Gustav Hempel (1905 – 1997) posed a paradox. If we want to prove the hypotheses such as “all ravens are black,” we can look for many ravens and determine of they all meet the blackness criteria. Hempel suggested changing the hypothesis to it’s counter positive (rewording with identical meaning) would be easier. The new hypothesis is: “all non–black things are non–ravens.” This transformation, supported by the laws of logic, makes it much easier to test. Unfortunately, the premise is ridiculous. Hemple’s Raven paradox points out the importance of common sense and proper background exploration, even in subjects as complex as project management. 1 I have recently been engaged in a conversation of sorts based on the statement — “PERT/CPM fails as a predictive tool is quite obvious and has been proven ad nauseum.” The author of this statement firmly believes, following Hempel’s inverted logic, that unequivocal statements make common sense, when in fact the statement above is ridiculous. This roundabout introduction comes from my recent stint as an “IMP/IMS” provider to a spacecraft program. IMP/IMS is the acronym for Integrated Master Plan / Integrated Master Schedule, which is a process of developing costs and schedules in aerospace and government procurement contracts. Although the approach provided by IMP/IMS seems obvious, it is not. More on that later, but first a quote from a book I’ve finished — Execution: The Discipline of Getting Things Done, Larry Bossidy and Ram Charan. You cannot have an execution culture without robust dialogue – one that brings reality to the surface through openness, candor, and informality. This is called “truth over harmony.” Integrated Program Management and Systems Engineering Integrated Program Management (IPM) is the foundation for IMP/IMS. Systems Engineering (SE) is the foundation of IPM. NASA defines SE as “an interdisciplinary approach encompassing the entire technical effort to evolve and verify an integrated and life–cycle balanced ser of system people, product, and process solutions that satisfy customer needs. The objective of SE is to design, build, and operate a system so it accomplishes its purpose in the most cost–effective manner possible, 1 Abstracted from the Foreword of NASA Systems Engineering Handbook , SP–610S, June 1995.
  • 2. considering cost, schedule, and risk. It is the cost and schedule aspects of SE that I am most interested in. Cost and schedule development as well as the technical feasibility and viability of the project are based on the “Doctrine of Successive Refinement.” This doctrine says that the realization of a system over its life cycle results from a succession of decisions among alternative course of action. When these alternatives are defined and understood enough to be differentiated in a cost–effectiveness space, the Systems Engineer can make choice among them with a known confidence. A core activity in SE is harmonizing goals, work products and the organizations that deliver these products. This involves managing the Systems Engineering process which in turn involves managing the work. Work in SE is represented by a Work Breakdown Structure (WBS) along with a Product Breakdown Structure (PBS), and Organization Breakdown Structure (OBS) and their associated Cost Accounts. As a short diversion, there are three (3) major errors that can occur with developing a WBS: 1. The WBS describes functions, not product components. This makes the project manager the only one formally responsible for products. 2. The WBS has branch points that are not consistent with how the WBS elements will be integrated. For example in a guidance, navigation and control system with a distributed architecture, there is usually software associated with hardware items. It would be inappropriate to separate hardware and software as if they were separate systems to be integrated at the system level. 3. The WBS is inconsistent with the PBS. This makes is possible tat the PBS will not be fully implemented and generally complicates the management process. Integrated Master Plan Integrated Master Plan (IMP) – provides a single plan describing the fundamental structure of the program. 1. Focuses the integrated product team (IPT) team on the customer requirements through deliverables rather than through tasks 2. Establishes an agreement between all members of the IPT on these deliverables
  • 3. 3. Defines the program in terms of events, accomplishments, and criteria for these judging the completion of these accomplishments 4. Establishes the criteria and objectives for program success 5. Integrated Master Schedule (IMS) – provides a task and calendar based schedule at a level necessary for day–to–day execution of the program Integrated Master Schedule Products described in the WBS are the result of activities – tasks. An orderly and efficient SE process requires these tasks take place in the right order with the least cost and duration. Arranging this order, cost and duration takes place in a “network schedule,” which explicitly takes into account the dependencies of each task. Building a “network schedule” is the result of the IMP/IMS process. IMP decomposes a project into “program events” (milestones), “significant accomplishments,” and “accomplishment criteria.” The IMS supports the events, accomplishments, and criteria with detailed tasks, activities, and milestones with dependencies. With these entities in place an accurate critical path can be calculated. The Critical Path is the sequence of activities that will take the longest to accomplish. Activities not on the critical path have “float.” Using the IMP/IMS approach there are several steps in establishing a “networked schedule” – the IMS. This schedule is composed of four layers 1. Events that are assessment points which occur at the conclusion of significant program activities 2. Significant accomplishments are the desired results prior to an event. For each event these accomplishments demonstrate an understanding of the requirements 3. Criteria for these accomplishments provide definitive evidence that a specific accomplishment has been completed. Accomplishment Criteria must:  Measure success or product maturity over time  Provide objective, explicit proof of completion  Highlight specific areas of effort for tracking, monitoring risk, or incrementally verifying a process of product development  Relate directly to accomplishments  Answer “how do I know when a accomplishment has been completed”
  • 4.  Focus on exit criteria  Express entrance criteria as predecessors in the IMS 4. Tasks are time phased, detailed activities (where work is accomplished and funds are expended) required to support the IMP criteria and accomplishments. Individual tasks in the IMS:  Identify activities and dependencies needed to complete each WBS element  Identify and negotiate external dependencies  Provide estimated durations of all activities  Are derived from a WBS element to obtain a network schedule and an estimate of the critical path for the element.  Are integrated into schedules of lower level WBS elements.  Are reviewed for resource and funding profiles and with adjustments made to logic and durations. So why all this formality for making a simple schedule from a plan? Objective  Implementation Construct an Event driven plan rather than a schedule driven plan. Task completion is the criteria for event completion  Separate plan (IMP) from schedule (IMS) but link elements with numbering system IMP/IMS is a condensed, easy to read “plan” showing “events” rather than effort against tasks. It converts “level of effort” into actionable outcomes  Indentured, outline format (not text) for Event, Accomplishments, Criteria rather than tasks Pre-defined entry and exit conditions for major program events rather than the passage of time as a measure of progress  Significant Accomplishments (SA) for each key event (submitted in proposal) Objective measure of progress/ completion for each accomplishment  Pre–defined accomplishment criteria (AC) for each SA Stable, contractual plan flexible enough to portray program status  IMP is part of contract, IMS is data item used to manage the project after award
  • 5. Capture essence of functional processes without mandating a particular process be imposed on the project  Split IMP into Product and Process sections. These processes are not “project management” processes but product development processes. What’s Next? Once the IMP/IMS process is in place, managing the project takes place. Program Controls is usually the formal name. More about this next time