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NASA PM Challenge 2007




                   Why It Shouldn’t Be
                   So Hard to Write a
                  System Specification
                                                   Ivy Hooks
                                 Compliance Automation, Inc.


© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            1
NASA PM Challenge 2007




                      The Problem
                          Government programs are:
                            Being conducted without system engineering
                            processes and procedures in place
                            Reinventing the processes that work for
                            large programs
                          Those trying to reinvent process:
                            Have no knowledge of how processes are
                            developed
                            Don’t understand the existing processes
                            Prefer process tweaking to doing system
                            engineering


© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            2
NASA PM Challenge 2007




                      The Result
                          Bad process that takes too long
                          Participants who are totally frustrated
                            Constant change of rules
                            Debates about process not about real work
                            Lots of rework
                            Behind schedule before ever start real work
                          No team – battle lines drawn
                            No discussion just debate
                            Everyone trained in how to do it wrong




© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            3
NASA PM Challenge 2007




                      What has to Change
                          Use proven processes
                          Put process in place before team formed
                          Scope before requirements
                          Use small requirement writing team
                          Determine right time to baseline
                          Do allocation properly
                          Put the right information in the requirement
                          specifications



© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            4
NASA PM Challenge 2007




                      No New Processes…
                      Good Processes Already Exist
                          Your program/project is not unique
                          Tens of thousands of hours, reviews,
                          revisions have been made to create really
                          good processes
                          Don’t need
                               Shoot from the hip mentality
                               To fight the last war
                               Debate about process
                     NEED – DEFINITION AND DISCIPLINE


© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            5
NASA PM Challenge 2007




                      Process in Place
                          Management team is responsible
                          Major step before bringing team
                          on board
                          Cannot be done by committee
                          Cannot be done by people with
                          no experience
                          Get someone to show you the
                          way
                          Do not mimic bad programs


© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            6
NASA PM Challenge 2007




                      Scope First
                          One more time –
                          agree on the operational concepts first
                               Not just a DRM
                               Covers all life-cycle phases
                               Not concept of operations
                          Management team responsibility
                               Prepare first draft
                               Read every version
                               Concur, support, and enforce



© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            7
NASA PM Challenge 2007




                      Requirement Writing
                          Use small team to do the writing
                               Highly trained
                               Good communication skills
                               Know scope backwards and forwards
                          Make available the people who are
                          requirement sources
                               Trained in basics
                               Support to writers is top priority
                               Familiar with scope information



© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            8
NASA PM Challenge 2007




                      Change Control
                          Always have some control but not CONTROL
                          Control authority has to be knowledgeable
                          about scope, requirements quality, and all
                          requirements in consideration
                          An individual has to ultimately be responsible
                          No CONTROL until proper reviews




© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                             9
NASA PM Challenge 2007




                      Allocation
                      Allocation is the process by which
                      requirements, defined at one level (system), are
                      assigned to the parts of the system architecture
                      (elements).




                        Allocation is NOT the process of
                         writing derived requirements


© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            10
NASA PM Challenge 2007




                      Allocation Process
                          Is performed by system engineers after a
                          majority of the set of requirements for a
                          system have been defined and the system
                          architecture has been developed.
                          Assigns responsibility for implementation of a
                          requirement to the element at the next level
                          of the system architecture.
                          Apportions resources among the elements
                          where needed.



© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                             11
NASA PM Challenge 2007




                      How to do Allocation
                          Every requirement in 3.2-3.6 should be
                          allocated to the proper elements
                          Every 3.7.x requirement is by default
                          allocated to only element x
                          Every 3.7.x requirement should trace back
                          (have a Parent) in 3.2 – 3.6.




© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            12
NASA PM Challenge 2007




                      Allocation Example
                                                                   3.2 The Super
                                                                   Experiment System shall
                               Super
                             Experiment
                                                                   perform science
                              System                               experiments.

                                                                   3.7.1 The spacecraft shall
                                                                   provide payload volume
                                                                   as described in figure
                                                                   XYZ.
            Spacecraft
             Element
                                                     Mission Ops
                                                      Element      3.7.2 The launch vehicle
                                                                   shall place ABC pounds
                         Launch Vehicle Ground Support
                            Element        Element
                                                                   into orbit PDQ.

© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                                                  13
NASA PM Challenge 2007




                      Quality Tasks
                         Assure that every requirement is allocated to
                         an element and question those that are only
                         for a single element
                         Analyze the completeness of requirements
                         on a per element basis
                         Assess the possibility of interfaces
                         Ensure that the allocation is achieved (after
                         element requirements written and traced to
                         parents)



© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                            14
NASA PM Challenge 2007




                       What goes in the System Specification
                         Section No.                                Information
                   3                             Intro for system requirements
                   3.1                           Description of the system
                   3.2 – 3.6                     Different types of system requirements


                   3.7                           Intro for unique element level requirements
                   3.7.1                         Element #1 intro
                   3.7.1.1                       Element #1 description
                   3.7.1.2 -3.7.1.6              Different types of element #1 requirements
                   3.7.2                         Element #2 intro
                   3.7.2.1                       Element #2 description
                   3.7.2.2-3.7.2.6               Different types of element #2 requirements



© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                                                 15
NASA PM Challenge 2007




                      Interface Requirements Control
                          Existing system uses an ICD
                               Belongs to the manager of the system with
                               which you want to interface
                               Probably is not going to change
                          Two sides in development – two options
                               Upper Level SRD – managed by SRD change
                               board
                               IRD – managed and signed jointly by the
                               managers of the two interfacing systems




© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                             16
NASA PM Challenge 2007




                      Using Higher Level Specifications

                                                              System owns both the S/C and the
                 System Specification
                                                              Instrument and has a high level
                  The System shall use 28 VDC                 specification that controls both
                           power with
                       the characteristics
                       shown in table 3-4.                                  Instrument organization
                                                                            writes and signs



                                                              Re
                                                                 fe
                                         Re



          S/C organization



                                                                   rs
                                                                   to
                                            fe




          writes and signs
                                             s r
                                                 to




                                                                    Instrument System SRD
                 Spacecraft System SRD                                  Instrument shall use
                       The spacecraft shall                                   28 VDC
                          supply 28 VDC                                    as described in
                          as described in                                SRD ABC table 3-4.
                        SRD ABC table 3-4


© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                                                        17
NASA PM Challenge 2007




                      Using an IRD
            Spacecraft Specification
                                                           S/C organization
                The spacecraft shall                       writes and signs
                  supply 28 VDC
                  as described in
                 IRD XYZ table 3-4               Re                S/C and Instrument organizations
                                                    fe             jointly write and sign
                                                       r   st
                                                             o

                         Spacecraft to Instrument IRD                            Instrument organization
                                                                      Re
                                                                        fer      writes and signs
                                The 28 VDC                                 st
                                                                             o
                                  power will
                           have the characteristics                    Instrument System SRD
                             shown in table 3-4.
                                                                          Instrument shall use
                                                                                28 VDC
                                                                             as described in
                                                                           IRD XYZ table 3-4.


© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                                                             18
NASA PM Challenge 2007




                      Summary
                          Use existing processes for requirements
                          management
                          Develop the scope before the requirements
                          Use small, highly trained teams to write the
                          scope and the requirements
                          Begin change CONTROL of requirements after
                          proper reviews
                          Allocate requirements to architecture elements
                          not lower level requirement
                          Put the right information in the requirement
                          specifications



© Compliance Automation Inc. 2006
830/249-0308 training@complianceautomation.com                             19

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Hooks ivy

  • 1. NASA PM Challenge 2007 Why It Shouldn’t Be So Hard to Write a System Specification Ivy Hooks Compliance Automation, Inc. © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 1
  • 2. NASA PM Challenge 2007 The Problem Government programs are: Being conducted without system engineering processes and procedures in place Reinventing the processes that work for large programs Those trying to reinvent process: Have no knowledge of how processes are developed Don’t understand the existing processes Prefer process tweaking to doing system engineering © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 2
  • 3. NASA PM Challenge 2007 The Result Bad process that takes too long Participants who are totally frustrated Constant change of rules Debates about process not about real work Lots of rework Behind schedule before ever start real work No team – battle lines drawn No discussion just debate Everyone trained in how to do it wrong © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 3
  • 4. NASA PM Challenge 2007 What has to Change Use proven processes Put process in place before team formed Scope before requirements Use small requirement writing team Determine right time to baseline Do allocation properly Put the right information in the requirement specifications © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 4
  • 5. NASA PM Challenge 2007 No New Processes… Good Processes Already Exist Your program/project is not unique Tens of thousands of hours, reviews, revisions have been made to create really good processes Don’t need Shoot from the hip mentality To fight the last war Debate about process NEED – DEFINITION AND DISCIPLINE © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 5
  • 6. NASA PM Challenge 2007 Process in Place Management team is responsible Major step before bringing team on board Cannot be done by committee Cannot be done by people with no experience Get someone to show you the way Do not mimic bad programs © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 6
  • 7. NASA PM Challenge 2007 Scope First One more time – agree on the operational concepts first Not just a DRM Covers all life-cycle phases Not concept of operations Management team responsibility Prepare first draft Read every version Concur, support, and enforce © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 7
  • 8. NASA PM Challenge 2007 Requirement Writing Use small team to do the writing Highly trained Good communication skills Know scope backwards and forwards Make available the people who are requirement sources Trained in basics Support to writers is top priority Familiar with scope information © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 8
  • 9. NASA PM Challenge 2007 Change Control Always have some control but not CONTROL Control authority has to be knowledgeable about scope, requirements quality, and all requirements in consideration An individual has to ultimately be responsible No CONTROL until proper reviews © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 9
  • 10. NASA PM Challenge 2007 Allocation Allocation is the process by which requirements, defined at one level (system), are assigned to the parts of the system architecture (elements). Allocation is NOT the process of writing derived requirements © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 10
  • 11. NASA PM Challenge 2007 Allocation Process Is performed by system engineers after a majority of the set of requirements for a system have been defined and the system architecture has been developed. Assigns responsibility for implementation of a requirement to the element at the next level of the system architecture. Apportions resources among the elements where needed. © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 11
  • 12. NASA PM Challenge 2007 How to do Allocation Every requirement in 3.2-3.6 should be allocated to the proper elements Every 3.7.x requirement is by default allocated to only element x Every 3.7.x requirement should trace back (have a Parent) in 3.2 – 3.6. © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 12
  • 13. NASA PM Challenge 2007 Allocation Example 3.2 The Super Experiment System shall Super Experiment perform science System experiments. 3.7.1 The spacecraft shall provide payload volume as described in figure XYZ. Spacecraft Element Mission Ops Element 3.7.2 The launch vehicle shall place ABC pounds Launch Vehicle Ground Support Element Element into orbit PDQ. © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 13
  • 14. NASA PM Challenge 2007 Quality Tasks Assure that every requirement is allocated to an element and question those that are only for a single element Analyze the completeness of requirements on a per element basis Assess the possibility of interfaces Ensure that the allocation is achieved (after element requirements written and traced to parents) © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 14
  • 15. NASA PM Challenge 2007 What goes in the System Specification Section No. Information 3 Intro for system requirements 3.1 Description of the system 3.2 – 3.6 Different types of system requirements 3.7 Intro for unique element level requirements 3.7.1 Element #1 intro 3.7.1.1 Element #1 description 3.7.1.2 -3.7.1.6 Different types of element #1 requirements 3.7.2 Element #2 intro 3.7.2.1 Element #2 description 3.7.2.2-3.7.2.6 Different types of element #2 requirements © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 15
  • 16. NASA PM Challenge 2007 Interface Requirements Control Existing system uses an ICD Belongs to the manager of the system with which you want to interface Probably is not going to change Two sides in development – two options Upper Level SRD – managed by SRD change board IRD – managed and signed jointly by the managers of the two interfacing systems © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 16
  • 17. NASA PM Challenge 2007 Using Higher Level Specifications System owns both the S/C and the System Specification Instrument and has a high level The System shall use 28 VDC specification that controls both power with the characteristics shown in table 3-4. Instrument organization writes and signs Re fe Re S/C organization rs to fe writes and signs s r to Instrument System SRD Spacecraft System SRD Instrument shall use The spacecraft shall 28 VDC supply 28 VDC as described in as described in SRD ABC table 3-4. SRD ABC table 3-4 © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 17
  • 18. NASA PM Challenge 2007 Using an IRD Spacecraft Specification S/C organization The spacecraft shall writes and signs supply 28 VDC as described in IRD XYZ table 3-4 Re S/C and Instrument organizations fe jointly write and sign r st o Spacecraft to Instrument IRD Instrument organization Re fer writes and signs The 28 VDC st o power will have the characteristics Instrument System SRD shown in table 3-4. Instrument shall use 28 VDC as described in IRD XYZ table 3-4. © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 18
  • 19. NASA PM Challenge 2007 Summary Use existing processes for requirements management Develop the scope before the requirements Use small, highly trained teams to write the scope and the requirements Begin change CONTROL of requirements after proper reviews Allocate requirements to architecture elements not lower level requirement Put the right information in the requirement specifications © Compliance Automation Inc. 2006 830/249-0308 training@complianceautomation.com 19