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1. National Aeronautics and Space Administration
In-House Consulting
in a OneNASA Age
Jonathan Bryson
Policy and Standards Office
Goddard Space Flight Center
PM Challenge 2007
February 7, 2007
www.nasa.gov
2. National Aeronautics and Space Administration
Perspective
This presentation is an intellectual exploration into the roles that a
Government staff office can play to be an in-house consultant. Some real
examples from recent activities will be provided.
Notes:
ā¢ This is not a primer on the NASA Governance Model, NPR7120.5D, or
Earned Value Management (EVM) policy.
ā¢ The concepts and perspective are drawn to date from out-of-house
EVM experiences.
ā¢ Our āin-house consultantā capability includes Civil Servants and support
contractors. This is contrasted with EVM consultants who provide full
products and services.
www.nasa.gov 2
In-House Consulting in a OneNASA Age
3. National Aeronautics and Space Administration
Policy and Standards Office
NASA-Goddard Space Flight Center created a Policy and Standards Office
in February 2005 to focus on policy, career development, earned value
management (EVM) and cost estimating.
Vision: To enable, organize and improve our systems, processes, and
training for the GSFC resources community at large in support and
contribution to assuring the success of Goddardās scientific and
exploration endeavors.
āWithout the Product, there is no Process.ā
www.nasa.gov 3
In-House Consulting in a OneNASA Age
4. National Aeronautics and Space Administration
Agency Governance Model
The new NASA āAgency Governanceā model* emphasizes the importance of the
āproductsā (spacecraft, launch vehicles, etc.) residing within the Program
Management chain. Other organizations within NASA support these efforts:
NPD1000:
5.0 Implementation (p. 21):
Program and project management is located and executed at the Centers for
Mission Directorate Assigned Programs. All other organizational elements
exist to support successful program and project execution.
NPR7120.5D Draft (11/06)
3.1.2 (h) Center Director ā is responsible for establishing, developing and
maintaining the institutional capabilities (processes and procedures, human
capital, facilities and infrastructure) required for the execution of programs
and projects, including the system of checks and balances to ensure the
technical integrity of programs and projects assigned to the Center.
* There is another major dimension of Technical Authority/Technical Excellence not addressed here.
www.nasa.gov 4
In-House Consulting in a OneNASA Age
5. National Aeronautics and Space Administration
The Challenge
Over time, these staff offices tend to focus more on their own processes and lose sight of the
product. The focus on ācomplianceā and ālimitsā becomes favored over support and enabling.
In some cases, Projects seek out their own ad hoc informal understanding of Agency policies
and procedures and hire their support contractors for these services.
Programs / Projects Programs / Projects
(Products) (Products)
CFO CFO
Human Capital Human Capital
IT IT
HQ/Center HQ/Center
operations operations
www.nasa.gov = pockets where Projects go out on their own
6. National Aeronautics and Space Administration
Possible Response
If staff offices can take on the perspective of a consultant (i.e. understand the Project
Managerās requirements, help interpret policies, develop applied expertise, provide an
ongoing support role, etc.), then the functional relationship will be healthier. Ideally,
Projectsā feedback to staff offices makes them more relevant and helps to justify their role.
Programs / Projects
Programs / Projects
(Products)
(Products)
CFO
CFO
Human Capital
Human Capital
IT
IT
HQ/Center
operations HQ/Center
operations
www.nasa.gov
= pockets where Projects go out on their own
7. National Aeronautics and Space Administration
Examples of Consulting Roles
ā¢ Interpreting new policies and processes for busy Project Managers
ā¢ Advocating for HQ and Center consistency in policy and implementation
ā¢ Becoming the local expert on the process and making the rollout or
kickoff process clearer to a Project
ā¢ Developing training materials with the latest initiatives and policies
incorporated
ā¢ Facilitating and partnering with other support offices including making the
field personnel or organizations a better customer
One can make an argument that the true OneNASA approach is working if
we follow the Governance model, communicate well up and down, and all
seek out support laterally as needed to accomplish our missions.
www.nasa.gov 7
In-House Consulting in a OneNASA Age
8. National Aeronautics and Space Administration
EVM Focal Point Role
ā¢ NPR7120.5D requires Projects to perform Earned Value Management on in-
house builds and out-of-house contracts.
ā¢ Each NASA Center has an EVM Focal Point. At a minimum, the Focal Point
helps to communicate and interpret Agency policy. Support and compliance
roles vary.
ā¢ NASA-GSFC chose to hire two industry support contractors with expertise in
EVM implementation and business systems tools including SAP. The
rationale was to establish more efficient EVM processes and to prepare for
upcoming in-house EVM.
What follows is a more in-depth look at Integrated Baseline Reviews (IBRs) and
the consulting relationship.
www.nasa.gov 8
In-House Consulting in a OneNASA Age
9. National Aeronautics and Space Administration
Integrated Baseline Review (IBR) Objectives
1) Ensure the technical content of work packages and cost accounts is consistent
with the contract scope of work; 2) Ensure that there is a logical sequence of effort
planned consistent with the contract schedule; 3) Assess the validity of allocated cost
account and IPT budgets, both in terms of total resources and time-phasing; 4) Conduct
a technical assessment of the earned value methods that will be used to measure
progress to assure that objective and meaningful performance data will be provided; 5)
To establish a forum through which the government program manager and the program
technical staff gain a sense of ownership of the cost/schedule management process;
ā¦to ensure that baseline integrity is maintained throughout the life of the contract.
(NDIA Project Manager IBR Handbook)
āVerify / Validate that the Project can execute this contract
within scope given the available technical requirements,
schedule and budgeted resourcesā
The complexity and effort required for the IBR processes are best accomplished with the
support of a knowledgable consultant.
www.nasa.gov 9
In-House Consulting in a OneNASA Age
10. National Aeronautics and Space Administration
Our IBR Approach
ā¢ Focus on Communication
ā¢ Knowing that the Project is a customer and drives the process
ā¢ Involving the team at the start and setting expectations
ā¢ Using a structured approach but knowing that each project is different
customizing the solution, tools and training materials
ā¢ Just-in-time training using real data
ā¢ Seeking adjustments to the plan or process as required
ā¢ Identifying concerns and findings and working to a early resolution
ā¢ Maintaining our objectivity based upon sound EVM practices and goals
of NASA HQ and our CFO
This approach is very consistent with the approach an external consultant would
take to support a Project or other organization.
www.nasa.gov 10
In-House Consulting in a OneNASA Age
11. National Aeronautics and Space Administration
Typical Integrated Baseline Review Timeline
The Key Milestones leading up to an Out-of-House IBR:
Major Program Activities Timeframe
ā¢ Kick-off Meeting At start of IBR process
ā¢ Establish Team & Review IBR Approach >= 90 days prior
ā¢ Notify Project/Contract of IBR Requirements ~ 90 days prior
ā¢ Communicate and Coordinate with All team Members > = 60 days prior
ā¢ Team Member Training (TBD) 60 days prior
ā¢ Data Package Receipt (Notebooks) >= 6 weeks prior
ā¢ Data Analysis/Discussion 4 - 6 weeks prior
ā¢ Telecon/Videocon - Data Calls completed 4 weeks prior
ā¢ IBR Preparation Meeting (set Agenda) 1 week prior
ā¢ On-Site Visit At IBR
If this process is managed well, the Review itself can be āby
exceptionā and accomplished in one day, often before or after a
Monthly Program Review. This front-loaded approach appears to
be unique based upon Government and industry experience.
www.nasa.gov 11
In-House Consulting in a OneNASA Age
12. National Aeronautics and Space Administration
IBR Outcomes
Tangible:
ā¢ Trained Government and Contractor teams
ā¢ Identify issues and gaps in the technical, schedule, cost, and risk plans
ā¢ Establish a working Performance Measurement Baseline
ā¢ Identify and enable programmatic corrections and adjustments
Less Tangible:
ā¢ Establish responsibility in the technical team for schedule, cost and risk.
ā¢ Better communications within and between Govt. and contractor teams
ā¢ Identify issues the Contractor Program Manager cannot alone
ā¢ Get support of Government or Contractor upper management
These are all value-added for the Project Manager.
www.nasa.gov 12
In-House Consulting in a OneNASA Age
13. National Aeronautics and Space Administration
Is In-House Consulting to be preferred?
Our perspective is that a Project Manager could buy the same advice and
consulting from a capable EVM vendor
In-house consulting approach might be preferred because:
ā¢ a staff office can be closer to the Agency product
ā¢ greater opportunity for consistency and efficiencies (e.g. IBR Tool Kit)
in the processes
ā¢ greater ongoing commitment to the organizationās goals and culture
including training the next generation of Project Managers and their
teams
ā¢ reinforces assigned roles for staff offices and promotes a OneNASA
culture
ā¢ generally less expensive
www.nasa.gov 13
In-House Consulting in a OneNASA Age
14. National Aeronautics and Space Administration
Undesirable In-House Consulting Roles
āEnforcerā: Consultant simply dictates instructions from HQ
and loses objectivity to ādo what makes senseā for
the Project
Project Managers will work around you
āGo Nativeā: Other extreme where consultant compromises
policy or good practice in supporting the Project
Project Manager may appreciate skirting the
accountability here but this will not lead to
long-term success for the Project or the EVM
consultant
Over āNASA-cizeā: Consultants who create and impose their own
unique standards and processes
Harder and more expensive for Projects to
work with industry and partners
www.nasa.gov 14
In-House Consulting in a OneNASA Age
15. National Aeronautics and Space Administration
Undesirable In-House Consulting Roles (contād)
āBecome insularā: Solutions and tools can become stale if in-house
consultants do not stay current with their Agency
and external relationships (same can happen
with any technical or business professional)
Dangerous if Project Manager doesnāt know
the difference
.
www.nasa.gov 15
In-House Consulting in a OneNASA Age
16. National Aeronautics and Space Administration
ā¢ Formalize our IBR experiences into a case study
ā¢ Factor our lessons learned into Agency and Center processes
ā As an organization, are we enforcing or are we enabling?
ā Are we creating opportunities for in-house competency and training the
next generation?
ā Exploring when and how to use in-house or out-of-house consultant roles
ā¢ Leaders need to set the expectation for Staff Office personnel to work
with Projects and for Projects to utilize Staff Offices
www.nasa.gov 16
In-House Consulting in a OneNASA Age
17. National Aeronautics and Space Administration
Policy and Standards Office
Points of Contact
Jonathan Bryson, Office Chief, NASA
Jonathan G. Bryson@nasa.gov 301-286-8330
Vanessa Johnson, EVM Center Lead, SGT Inc.
Vanessa.G.Johnson.1@gsfc.nasa.gov 301-286-4683
Jeffrey Kottmyer, EVM Tool Support, SGT Inc.
Jeffrey.T.Kottmyer.1@gsfc.nasa.gov 301-286-1572
Office Address:
Bldg. 8/344
NASA-GSFC Code 152
8800 Greenbelt Rd.
Greenbelt, MD 20771
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In-House Consulting in a OneNASA Age