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POLARIS:
Helping Managers Get Answers Fast!

     Patricia Corcoran, Jeffery Webster
      NASA Project Management Challenge 2007
      Moody Gardens Hotel & Convention Center
                 Galveston, Texas
                 February 6-7, 2007




                                                1
Background

• NASA Office of the Chief Engineer (OCE) vision:
 “achieve Project Management Excellence”
   • OCE mission: “provide policy direction, oversight, and
        assessment for the NASA program management communities”
• OCE tasked late in 2004 to improve several areas,
 including Agency investment management and support
    • Create revision to NASA Program and Project Management
        Processes and Requirements (NPR 7120.5)
    •   Develop a web-based tool (POLARIS) to support the PM
        community in implementing the revised policy




                                                                  2
Overview

•   NASA-wide, web-based system, providing
    access to information related to Program and
    Project Management primarily in NPR 7120.5
     •   Supports NASA’s Four Product Lines:
         • Basic and Applied Research
         • Technology Development
         • Flight Systems and Ground Support
         • Institutional Infrastructure
•   NASA Sponsor: Office of the Chief Engineer
    (OCE)
•   MSFC Project Manager
         • Develop system requirements, including
           content
         • Conduct operational test and verification
         • MSFC NASA Data Center to host &
           maintain the final operational system
•   JPL Task to Develop POLARIS
         • Based on JPL’s Project Support Website
         • Phased delivery: Prototype, followed by
           several builds
         • Formed Project late 2004; began 2005




                                                       3
What will this website do for users?

Provide a one-stop shop for access to….
 • A searchable, sortable database of all requirements for all product
     lines
     in NPR 7120.5
 •   Project life cycle diagrams with reviews
 •   Project review definitions with products review information from
     NPR 7123.1, NASA Systems Engineering Processes and
     Requirements
 •   Templates and examples of products
 •   Project standard WBSs with dictionaries, and requirements for
     implementation and approval
 •   Information from NASA’s Metadata Manager (MdM): Attributes of
     Missions, Themes, Programs & Projects
 •   NPR7120.5 waiver form and instructions
                             …….and much more
                                                                         4
POLARIS Build Descriptions

•   Prototype Build: May 2005 (Basic look & feel for ‘go ahead’)

•   Build 1.0: ‘LIVE at NDC’ June 15, 2006 (7120.5C & static MdM
    data)
    − Build 1.1: September 27, 2006 (Weekly updates of MdM data)
    − Build 1.1.1: October 20, 2006 (MdM attribute changes)
    − Build 1.2: ~2 weeks after 7120.5D is approved
            Revise POLARIS Home Page to announce issuance of NPR 7120.5D and
            provide links to specific sections of the document –see next slide
•   Build 2.0
    − Build 2.1: NPR 7120.5D & review information from NPR
      7123.1. (Note: 7120.5C is still valid for the other product lines.)
      Operational date March or April 2007
    − Build 2.2: Revision of POLARIS web site to update the System
      Administrator functions relevant to 7120.5D. Operational date is
      TBD
•   Build 3.0: TBD for other NASA product lines currently
    under revision
                                                                                 5
Build 1.2




            6
Build 2.1

• Modifications for 7120.5D and 7123.1A (Note:
 7120.5C for other product lines)
  − Links to the NODIS Documents
  − Program & Project Life Cycle Diagrams
  − Life Cycle Review Descriptions, and Entrance & Success Criteria
    (7123.1A)
  − Program & Project Gate Products
  − 7120.5D Requirements (shalls) in a keyword searchable database
  − 7120.5C Requirements (shalls) for BAR, ATD, and Institutional
    programs and projects in a searchable database (Requirements for
    Flight/ground Support Projects removed)
  − Project Categorization
  − Key Decision Points & Decision Authority
  − Technical Authority
  − Center Implementation Plans
  − Templates for: Program Plan, Project Plan, FAD, PCA, etc
  − Waiver Form for NPR 7120.5D Requirements

                                                                       7
Build 2.1 Front Page

 Main Navigation Menu,                             Available on each page
consistent throughout the
         system




                                                   News listing, updated
                                                        regularly




                                                                           8
Meta Data Manager (MdM) & POLARIS
        Program/Project List




                                    9
Build 2.1Adds NASA Product Lines



         POLARIS is
       structured to be
     Product Line Centric




                                   10
Program Life Cycle Chart




More detailed information
is provided by clicking on
  each KDP and Review




                              11
Program Key Decision Points (KDPs)




          More detailed information
          is provided by clicking on
                  each KDP




                                       12
Program Reviews




              More detailed information is
             provided by clicking on each
                         Review.
              All technical reviews will be
           directly linked to NPR 7123.1 for
              entrance and success criteria




                                               13
Space Flight Project Life Cycle Chart




More detailed information
is provided by clicking on
  each KDP and Review


                                                          14
Project KDPs




   More detailed information
   is provided by clicking on
           each KDP




                                15
Requirements Search




                      16
Space Flight Program Requirements




                                    17
Space Flight Project Requirements




                                    18
ATD Requirements Search




                          19
Archived Requirements Search




                           Initially available for
                               7120.5C only




                                                     20
Waiver Requests




                  21
Initiating Programs/Projects




                               22
Roles and Responsibilities




                             23
Key Decision Points
& Decision Authorities




                         24
Technical Authority




                      25
Strategic Acquisition




                        26
Tools and Checklists




                       27
Topics covered include:
•Policy & Requirements
•Handbooks & Guidance
•Helpful sites/links
•Training
•Tools
•Products, Templates, Examples
•Points of Contact
                                 28
We need your help…..

           We want POLARIS to be a living tool,
          providing improving support to Program
           and Project Managers as management
         policy and requirements evolve. We need
         your good ideas and constructive criticism
         to make this tool responsive to your needs.
          Please take the time to let us know what
                         you think!




                                                       29
Planned Future Enhancements After Build 2

• New NPRs for NASA’s other product lines: Advanced Technology
    and Development (ATD), Basic and Applied Research (BAR), and
    Institutional/Facilities
•   If available from the Agency’s MdM database, POLARIS may add
    more information on Programs and Projects, including product line,
    category, Governing PMC, manager name, life cycle phase, leading
    center, etc.
        • Dependent on agency MdM application being fully populated and kept
         current
• Daily updates of Program & Project data from MdM
• Additional product templates and examples
• Additional review content (example data packages, example
    agendas, review plans, etc)

           Many items dependent on HQ for review and approval of content

                                                                               30
Other Possible Applications

Of the website…..

    • NPR 7123, Systems Engineering Processes and Requirements
         Either import remainder of NPR7123.1 into POLARIS (merges
         Systems Engineering and Project Management into one site)
         Or, create similar site for Systems Engineering
    • Use POLARIS-type site for mission directorates, with content
     being mission directorate specific
         Potential for linking (traceablility) of agency requirements
    • Use POLARIS type site for Center level application, with
     content being Center level policy, requirements, guidance and
     links.
       • Potential for linking (traceability) of agency requirements



                                                                        31
Other Possible Applications, cont’d

• Of the requirements database…..(unlimited potential)
    • All Agency requirements (NPRs) databased with keywords
        and linked to show traceability and dependency. Keywords
        could allow:
           Generation of requirements list by role (i.e. all requirements a facilities
           manager must meet)
           Generation of comprehensive requirements list on a particular subject
           (i.e. all EVM requirements)
           Generation of job descriptions & performance evaluations
    • All Mission Directorate requirements databased with keywords
        and linked to have traceability to Agency requirements.
    •   All Center requirements databased with keywords and linked
        to have traceability to both Mission Directorate and Agency
        requirements.


                                                                                         32
Summary

• POLARIS tool is designed to support Program and Project
 Management
   • Continuous improvement planned
   • Maintenance planned to remain current

• POLARIS needs your support and input to be successful
    • Make it what you need

• POLARIS could be applied to other agency
 requirements (NPRs) and to Mission Directorates and
 Field Centers
    • Requires up front investment and on-going maintenance
      support

                                                              33

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Corcoran webster

  • 1. POLARIS: Helping Managers Get Answers Fast! Patricia Corcoran, Jeffery Webster NASA Project Management Challenge 2007 Moody Gardens Hotel & Convention Center Galveston, Texas February 6-7, 2007 1
  • 2. Background • NASA Office of the Chief Engineer (OCE) vision: “achieve Project Management Excellence” • OCE mission: “provide policy direction, oversight, and assessment for the NASA program management communities” • OCE tasked late in 2004 to improve several areas, including Agency investment management and support • Create revision to NASA Program and Project Management Processes and Requirements (NPR 7120.5) • Develop a web-based tool (POLARIS) to support the PM community in implementing the revised policy 2
  • 3. Overview • NASA-wide, web-based system, providing access to information related to Program and Project Management primarily in NPR 7120.5 • Supports NASA’s Four Product Lines: • Basic and Applied Research • Technology Development • Flight Systems and Ground Support • Institutional Infrastructure • NASA Sponsor: Office of the Chief Engineer (OCE) • MSFC Project Manager • Develop system requirements, including content • Conduct operational test and verification • MSFC NASA Data Center to host & maintain the final operational system • JPL Task to Develop POLARIS • Based on JPL’s Project Support Website • Phased delivery: Prototype, followed by several builds • Formed Project late 2004; began 2005 3
  • 4. What will this website do for users? Provide a one-stop shop for access to…. • A searchable, sortable database of all requirements for all product lines in NPR 7120.5 • Project life cycle diagrams with reviews • Project review definitions with products review information from NPR 7123.1, NASA Systems Engineering Processes and Requirements • Templates and examples of products • Project standard WBSs with dictionaries, and requirements for implementation and approval • Information from NASA’s Metadata Manager (MdM): Attributes of Missions, Themes, Programs & Projects • NPR7120.5 waiver form and instructions …….and much more 4
  • 5. POLARIS Build Descriptions • Prototype Build: May 2005 (Basic look & feel for ‘go ahead’) • Build 1.0: ‘LIVE at NDC’ June 15, 2006 (7120.5C & static MdM data) − Build 1.1: September 27, 2006 (Weekly updates of MdM data) − Build 1.1.1: October 20, 2006 (MdM attribute changes) − Build 1.2: ~2 weeks after 7120.5D is approved Revise POLARIS Home Page to announce issuance of NPR 7120.5D and provide links to specific sections of the document –see next slide • Build 2.0 − Build 2.1: NPR 7120.5D & review information from NPR 7123.1. (Note: 7120.5C is still valid for the other product lines.) Operational date March or April 2007 − Build 2.2: Revision of POLARIS web site to update the System Administrator functions relevant to 7120.5D. Operational date is TBD • Build 3.0: TBD for other NASA product lines currently under revision 5
  • 7. Build 2.1 • Modifications for 7120.5D and 7123.1A (Note: 7120.5C for other product lines) − Links to the NODIS Documents − Program & Project Life Cycle Diagrams − Life Cycle Review Descriptions, and Entrance & Success Criteria (7123.1A) − Program & Project Gate Products − 7120.5D Requirements (shalls) in a keyword searchable database − 7120.5C Requirements (shalls) for BAR, ATD, and Institutional programs and projects in a searchable database (Requirements for Flight/ground Support Projects removed) − Project Categorization − Key Decision Points & Decision Authority − Technical Authority − Center Implementation Plans − Templates for: Program Plan, Project Plan, FAD, PCA, etc − Waiver Form for NPR 7120.5D Requirements 7
  • 8. Build 2.1 Front Page Main Navigation Menu, Available on each page consistent throughout the system News listing, updated regularly 8
  • 9. Meta Data Manager (MdM) & POLARIS Program/Project List 9
  • 10. Build 2.1Adds NASA Product Lines POLARIS is structured to be Product Line Centric 10
  • 11. Program Life Cycle Chart More detailed information is provided by clicking on each KDP and Review 11
  • 12. Program Key Decision Points (KDPs) More detailed information is provided by clicking on each KDP 12
  • 13. Program Reviews More detailed information is provided by clicking on each Review. All technical reviews will be directly linked to NPR 7123.1 for entrance and success criteria 13
  • 14. Space Flight Project Life Cycle Chart More detailed information is provided by clicking on each KDP and Review 14
  • 15. Project KDPs More detailed information is provided by clicking on each KDP 15
  • 17. Space Flight Program Requirements 17
  • 18. Space Flight Project Requirements 18
  • 20. Archived Requirements Search Initially available for 7120.5C only 20
  • 24. Key Decision Points & Decision Authorities 24
  • 28. Topics covered include: •Policy & Requirements •Handbooks & Guidance •Helpful sites/links •Training •Tools •Products, Templates, Examples •Points of Contact 28
  • 29. We need your help….. We want POLARIS to be a living tool, providing improving support to Program and Project Managers as management policy and requirements evolve. We need your good ideas and constructive criticism to make this tool responsive to your needs. Please take the time to let us know what you think! 29
  • 30. Planned Future Enhancements After Build 2 • New NPRs for NASA’s other product lines: Advanced Technology and Development (ATD), Basic and Applied Research (BAR), and Institutional/Facilities • If available from the Agency’s MdM database, POLARIS may add more information on Programs and Projects, including product line, category, Governing PMC, manager name, life cycle phase, leading center, etc. • Dependent on agency MdM application being fully populated and kept current • Daily updates of Program & Project data from MdM • Additional product templates and examples • Additional review content (example data packages, example agendas, review plans, etc) Many items dependent on HQ for review and approval of content 30
  • 31. Other Possible Applications Of the website….. • NPR 7123, Systems Engineering Processes and Requirements Either import remainder of NPR7123.1 into POLARIS (merges Systems Engineering and Project Management into one site) Or, create similar site for Systems Engineering • Use POLARIS-type site for mission directorates, with content being mission directorate specific Potential for linking (traceablility) of agency requirements • Use POLARIS type site for Center level application, with content being Center level policy, requirements, guidance and links. • Potential for linking (traceability) of agency requirements 31
  • 32. Other Possible Applications, cont’d • Of the requirements database…..(unlimited potential) • All Agency requirements (NPRs) databased with keywords and linked to show traceability and dependency. Keywords could allow: Generation of requirements list by role (i.e. all requirements a facilities manager must meet) Generation of comprehensive requirements list on a particular subject (i.e. all EVM requirements) Generation of job descriptions & performance evaluations • All Mission Directorate requirements databased with keywords and linked to have traceability to Agency requirements. • All Center requirements databased with keywords and linked to have traceability to both Mission Directorate and Agency requirements. 32
  • 33. Summary • POLARIS tool is designed to support Program and Project Management • Continuous improvement planned • Maintenance planned to remain current • POLARIS needs your support and input to be successful • Make it what you need • POLARIS could be applied to other agency requirements (NPRs) and to Mission Directorates and Field Centers • Requires up front investment and on-going maintenance support 33