This presentation focused on the role and responsibilities of ISO and ISO Technical Committee 258 (project and programme management); ISO EVM Standards - 21508:2018; and the current status of the Working Group 12 (WG12) ISO EVM Implementation Guide project which Kym Henderson is leading.

1. Overview of ISO, TC 258
ISO EVM Standard – 21508:2018
WG12 – ISO EVM Implementation
Guide Project
Convenor and Project Leader
Mr. Kym Henderson
Australia
CPM IPMW Practice Symposia
Baltimore MD USA
10-12 December 2019

2. What is ISO?
We're ISO, the International
Organization for Standardization. We
develop and publish International Standards.
ISO has developed over 22,877 International
Standards and all are included in the ISO Standards
catalogue.
https://www.iso.org/standards-catalogue/browse-by-ics.html
Slide 2

3. What is ISO?
• ISO is an independent, non-governmental
international organization
• membership of 164 national standards bodies.
• Through its members, it
• brings together experts to share knowledge
• develop voluntary, consensus-based, market relevant
International Standards
• support innovation and provide solutions to global
challenges.
• Central Secretariat in Geneva, Switzerland.
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4. What are ISO Standards?
• International Standards make things work. They:
• give world-class specifications for products, services and
systems, to ensure quality, safety and efficiency.
• Are instrumental in facilitating international trade.
• ISO has published 22,877 International
Standards and related documents,
• covering almost every industry, from technology, to food
safety, to agriculture and healthcare.
• ISO International Standards impact everyone,
everywhere.
https://www.iso.org/about-us.html
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5. ISO Story
• The ISO story began in 1946
• Delegates from 25 countries met at the Institute of Civil
Engineers in London
• Decided to create a new organization ‘to facilitate the
international coordination and unification of industrial
standards’.
• 23 February 1947 … ISO, officially began operations.
• Today
• Members from 164 countries
• 780 technical committees and subcommittees to take
care of standards development.
• More than 160 people work full time for ISO’s Central
Secretariat in Geneva, Switzerland.
https://www.iso.org/about-us.html Slide 5

6. What are the Benefits of ISO
Standards?
• ISO International Standards ensure that
• products and services are safe, reliable and of good
quality.
• For business,
• they are strategic tools that reduce costs by minimizing
waste and errors and increasing productivity.
• They help
• Companies to access new markets,
• level the playing field for developing countries
• facilitate free and fair global trade.
https://www.iso.org/benefits-of-standards.html
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7. Key Principles in Standard
Development
1. ISO Standards Responds to Market Need
• ISO does not decide when to develop a new standard,
• Responds to a request from industry or other
stakeholders such as consumer groups.
2. ISO Standards based on Global Expert Opinion
• ISO standards are developed by groups of experts from
all over the world, that are part of technical committees.
• Experts negotiate all aspects of the standard, including
its scope, key definitions and content.
https://www.iso.org/developing-standards.html
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8. Key Principles in Standard
Development
3. ISO Standards Developed through multi-
stakeholder process
• Technical committees are made up of experts,
• Consumer associations, academia, NGOs and gov’t
4. ISO Standards Based on a Consensus
• Consensus-based approach
• Comments from all stakeholders are taken into account
• ISO standards are developed by the people that need
them, through a consensus process
• Reflect a wealth of international experience and
knowledge
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9. ISO Standards Development
• Working Groups (WG) Develop Standards
• WG6 – Work Breakdown Structures (completed 2018)
• W67 – Earned Value Management (completed 2018)
• WG12 – Earned Value Management Implementation Guide
• ISO Standard Development process
• New Work Item Proposal (NWIP)
• Working Draft (WD) draft standard
• Committee Draft (CD) draft standard
• Draft International Standard (DIS)
• Published ISO standard
• Consensus based approach  1 vote per country
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10. ISO 21500:2012
Guidance on project management
ISO 21503:2017
Project, programme and portfolio management — Guidance on programme
management
ISO 21504:2015
Project, programme and portfolio management — Guidance on portfolio
management
ISO 21505:2017
Project, programme and portfolio management — Guidance on governance
ISO/TR 21506:2018
Project, programme and portfolio management — Vocabulary
ISO 21508:2018
Earned value management in project and programme management
ISO 21511:2018
Work breakdown structures for project and programme management
Standards under the Direct Responsibility
of ISO/TC 258 Secretariat (7)
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11. Projects under the Direct Responsibility
of ISO/TC 258 Secretariat (3)
ISO/WD TS 21512
Earned Value Management (EVM) in Project and Programme
Management — Implementation Guide
ISO/CD 21502
Project, Programme and Portfolio Management — Guidance
on Project Management
ISO/CD 21500
Project, Programme and Portfolio Management — Context and
Concepts
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12. ISO/TC 258 Project, programme and
portfolio management
• SECRETARIAT: ANSI
• Committee Manager: Mr Karl Best (PMI)
• Chairperson (until end 2022): Mr Steve Fahrenkrog
• ISO Technical Programme Manager [TPM]: Mr Charles-
Pierre Bazin de Caix
• ISO Editorial Programme Manager [EPM]: Ms Nicola
Perou
• SCOPE
• Standardization in the field of project, programme and
portfolio management.
https://www.iso.org/committee/624837.html
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13. ISO EVM Standard (WG7)
• Published 2018
• Available for sale on ISO website
• https://www.iso.org/standard/63582.html
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14. AS4817-2019: Modified adoption of ISO
EVM Standard by Australia (Sep 2019)
• It is up to each country to decide whether (or
not) they wish to adopt ISO standards
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15. • Australian process based
model of EVM selected as
better model for the ISO
target audience
• Process model developed
in early 2000’s for AS4817-
2003 and 2006
• To address perceived
overheads associated
with USA “criteria based”
model of EVM
Slide 15
WG7 Key Consideration:
USA “criteria based” vs Australia “process
based” models of EVM

16. ISO EVM Standard Table of Contents
(mirrored in Implementation Guide)
1 Scope
2 Normative References
3 Terms and definitions, abbreviated terms
3.1 Terms and definitions
3.2 Abbreviated terms
4 Overview of Earned Value Management
4.1 Role and Benefits of Earned Value Management
4.2 Earned Value management
4.3 Performance management
4.4 Guidelines for an earned value management
system
4.5 Earned value management planning
4.6 Using Earned Value performance
measurements
5 Earned Value Management process description
5.1 STEP 1: Decompose the project scope
5.2 STEP 2: Assign Responsibility
5.3 STEP 3: Schedule the work
5.4 STEP 4: Develop time-phased budget
5.5 STEP 5: Assign objective measures of
performance
5.6 STEP 6: Set the performance measurement
baseline
5.7 STEP 7: Authorize and perform the work baseline
5.8 STEP 8: Accumulate and report performance data
5.9 STEP 9: Analyse project performance data
5.10 STEP 10: Take management action
5.11 STEP 11: Maintain the baseline
6 Earned Value Management System Review
6.1 Integrated Baseline Review
6.2 Demonstration review
6.3 Surveillance
Annex A (informative) Cost and performance measurement analysis using earned value management data
Annex B (informative) Schedule Analysis using earned value management data (Earned Schedule)
Annex C (informative) Integrating other project management processes with earned value management
Annex D (informative) Bibliography
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17. ISO EVM Standard
Sources of materials used
4 Overview of Earned Value Management
4.1 Role and Benefits of Earned Value Management
4.2 Earned Value management
4.3 Performance management
4.4 Guidelines for an earned value management system
4.5 Earned value management planning
4.6 Using Earned Value performance measurements
6 Earned Value Management System Review
6.1 Integrated Baseline Review
6.2 Demonstration review
6.3 Surveillance
Annex C (informative) Integrating other project management
processes with earned value management
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18. ISO EVM Standard
Sources of materials used
5 Earned Value Management process description
5.1 STEP 1: Decompose the project scope
5.2 STEP 2: Assign Responsibility
5.3 STEP 3: Schedule the work
5.4 STEP 4: Develop time-phased budget
5.5 STEP 5: Assign objective measures of performance
5.6 STEP 6: Set the performance measurement baseline
5.7 STEP 7: Authorize and perform the work baseline
5.8 STEP 8: Accumulate and report performance data
5.9 STEP 9: Analyse project performance data
5.10 STEP 10: Take management action
5.11 STEP 11: Maintain the baseline
Annex A (informative) Cost and performance measurement analysis
using earned value management data
Annex B (informative) Schedule Analysis using earned value
management data (Earned Schedule)
–
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19. WG7 EVM References
• AS4817-2006 (AUS)
• Provided “for use” by Standards Australia
• APM (UK) EVM Guidelines and Handbook
• Provided “for use” by Association for Project Management
• EIA 748C (USA)
• SAE declined to provide permission to use 32 criteria as a
cross reference to ISO EVM standard
• PMI EVM Practice Standard 2nd edition
• For reference
• NASA SP-2012-599
• Reference
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20. Project Schedule Consensus Roadmap for
WG12 - ISO 21512: 2 ½ years
May 2022
(~8 months)
Mar 2022
(~12 months)
ISO/CD 21512
Committee
Draft
ISO/DIS 21512
Draft ISO
Impl. Guide
Finalisation
(2 months)
ISO/FDIS
21512
Schedule
Reserve
ISO 21512
EVM Impl.
Guide
Optional
(Included)
Risk
Mitigation
• Approved roadmap: 3 years from 3 July 2019 to 2 July 2022
• Aiming to complete in 2 ½ years
3 July 2019
Start
Slide 20
ISO/WD
21512
Working
Draft #2
Sep 2020
(~4 months)
ISO/WD
21512
Working
Draft #1
May 2020
(~8 months)
F2F TC258 Plenary
Sep 2020
F2F London UK
May 2020
F2F USA
May 2021
Optional
Schedule
Reserve
Mar 2022
(Project Delivery
no contingency)
May 2022
(Project Delivery
with contingency)
2 July 2022 NWIP
Approved
Completion
Schedule Reserve
Working Draft #3

21. WG12 Makeup
• 63 registered members
• 20 countries
• Technical Liaison – 3
• AACEi
• CPM
• PMI
• Lead Author and
Editorial Team
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Country Person
Convenor Kym Henderson
Secretary Yang XIAO
Australia Andrew Goodwin
Australia Raf Dua
Canada Etienne Cornu
France Mr Severin DROGOUL
United Kingdom Alex Davis
United Kingdom Steve Wake
United States Mr Neil Albert
United States Ms. Rebecca Winston
United States Sean Regan
Liaison (CPM) Gordon Kranz
Liaison (AACEi) Alexandre Rodrigues

22. How can people contribute?
•Participation options
1. National body “mirror” committees
• USA: ANSI
2. Through technical liaison organisations
• Arrangements are organisation specific
3. Joining the WG12 roster is possible
1. Through national body of country of residence; or
2. Technical liaison organisation
• The rules are country or organisation specific
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23. Conclusions
• ISO EVM Standard 21508:2018 has globalised EVM
• ISO EVM Implementation Guide is intended to:
• Promote global adoption of EVM
• Promote global use of ISO EVM Standard
• Companion guide to the standard
• ISO EVM Standard
• Represents the global consensus on current EVM best
practice
• Which will flow into the Implementation Guide
• Questions?
Slide 23