Potomac Forum, Ltd. – The Forum of Choice for Government & Industry Since 1982 ^TM

Earned Value Management (EVM) Workshop for Government Executives Managers and Staff

January 27-28, 2010 – Willard InterContinental Hotel

Overview

The OMB Circular, No. A–11, Part 7 PLANNING, BUDGETING, ACQUISITION, AND MANAGEMENT OF CAPITAL ASSETS says that all major projects will be managed using EVMS as defined in the Capital Programming Guide. That the information will be used to report to status against OMB 300 programs.

The GAO believes Agencies need to improve the implementation and use of earned value techniques to help manage major system acquisitions. The GAO is recommending that the selected agencies modify EVM policies to be consistent with best practices, implement EVM practices that address identified weaknesses, and manage negative earned value trends.

On June 30, 2009, the Office of Management and Budget launched the IT Dashboard providing Federal agencies and the public the ability to view details of Federal information technology project performance information. The CIO and project managers can utilize these performance results to identify cost overruns or savings, inferior estimates, schedule delays, or management performance issues affecting the investment.

What You Will Learn

This presentation is designed to familiarize the attendee with:

• Basics of Earned Value Management
  
• Contract implications for you and your contractors
  
• How to analyze EVM data to forecast schedule and funding
  
• GAO EVM Study - Implementation and use of EVM for Major Federal Agency IT Projects
  
• Addressing the Primary Agency EVM Challenges
  
• Using EVM to get off the GAO Watch List
  
• Integration of Project System data with the Federal IT Dashboard
  
• The 5 Secrets to EVM success

Why You Should Attend

• EVM is part of the OMB mandate for managing major programs. Understanding how to comply with that mandate is essential for organizations that want to achieve their goals.
  
• EVM is broadly rooted in the management of project work. If this is your area of expertise, you need to understand how it functions and its implications.
  
• Understanding the implications of EVMS requirements in contracts can save you and the contractor money and changes
  
• Learn how other agencies are complying with OMB & GAO requirements

Who Should Attend

• Agency Executives who are accountable for Project Performance
  
• Program/Project Managers/Project Analysts
  
• Contract administrators
  
• Those who prepare OMB 300 submissions and quarterly reports

Format

• Presentations by experts on EVMS
• Instrutors are members of the NDIA Performance Management System Committee PMSC)
• A hands-on workshop for understanding EVM planning, analysis techniques and formula

Agenda

Wednesday, January 27th, 2010

7:30 AM	Registration and Continental Breakfast
8:30	Welcome Art Chantker, President, Potomac Forum Introduction of Attendees
8:45	What EVM Is and Is Not Kevin Martin
10:00	Refreshment Break
10:15	EVM Fundamentals & Exercise 1 Kevin Martin
12:00 PM	Hosted Lunch
1:00	EVM analysis and forecasting techniques Mark Infanti
2:00	Forecasting and Exercise 2 Mark Infanti
3:00	Refreshment Break
3:15	OMB IT Dashboard Reporting and new EVM Legislation David Scott
4:00	Applying EVM for Government Contracts Mark Buchholz
5:00	Adjournment & Consulting Period Opportunity to discuss individual Agency Challenges with the Instructors

Thursday, January 28th, 2010

7:30 AM	Continental Breakfast
8:30	Review & Exercise 3 Mark Infanti
9:30	Keynote Presentation: GAO EVM Study - Implementation and use of EVM for Major Federal Agency IT Projects Carol Cha Assistant Director for Information Technology GAO Q&A with Carol Cha
10:30	Refreshment Break
10:45	FAA - Using EVM to get off the GAO Watch List Dr. Robert Rovinsky Director of IT Enterprise Services Office of the Chief Information Officer Federal Aviation Administration Q&A with Dr. Rovinsky
12:15 PM	Hosted Lunch
1:15	Program Level EVM and Portfolio Management Kevin Martin
2:15	Refreshment Break
2:30	Addressing the Primary Agency EVM Challenges Kevin Martin
3:30	Enterprise EVM: EVM and Portfolio Management Kevin Martin
4:30	The 5 Secrets to EVM Success Mark Infanti
5:00	Adjournment & Consulting Period Opportunity to discuss individual Agency Challenges with the Instructors

Keynote and Guest Speaker

Featured Presentation:

Dr. Robert Rovinsky
Director of IT Enterprise Services
Office of the Chief Information Officer
Federal Aviation Administration

Dr. Rovinsky directs an organization responsible for helping FAA's program and project managers incorporate best practices in all areas of capital planning from earned value management to portfolio management. This includes helping those project teams that produce our major air traffic and safety projects, on which our capital investment exceeds 2 billion dollars per year, to our smaller administrative and mission support information technology project managers who among them have expenditures exceeding 200 million dollars per year.

Bob credits FAAs implementation of EVM and the transformation in program management practices that occurred as contributing to FAA Air Traffic Modernization Program being removed from the GAO High Risk List in 2009, the only program removed during the 2009-10 biennial cycle. Bob was recently awarded the first Gary Christle Leadership award by PMI’s College of Performance Management for his leadership in EVM.

Extracts of an interview Dr Rovinsky had with PM World Today in August 2008; The benefits we have accomplished with EVM include that almost all of our programs are within 10% of their variance targets and our average program is ahead of its cost baseline. EVM has increased our credibility with those who fund us.

We also measured program overhead costs. For programs that have not implemented EVM, their overhead is 5% or more expensive than programs which are partially implementing EVM, which are in turn 5% or more expensive than programs that have fully implemented EVM. Put another way, full EVM implementation saves an average program about 5-20 million dollars over the life of the program.

Instructors

Kevin Martin, KM Systems Group, President

Kevin Martin's experience spans more than 27 years of strategic planning and implementation of information-driven business solutions for Fortune 500 clients and major government departments/agencies. Mr. Martin is a recognized expert in the fields of information systems and technology, development and acquisition, and EVM. He is President of KM Systems Group.

He has managed all phases of the business lifecycle, from strategic planning through business process improvement (BPI), and the design, development, and deployment of large-scale systems, including core & package applications, web-based services and portals up to $50M.

Joe Houser, KM Systems Group, Vice President

KMSG’s Vice President of Project Management, Joe Houser, has over 35 years experience of program and financial management in both the commercial and the government sectors. Recently, he supported major capital acquisition programs at the Federal Aviation Administration in the areas of risk, metrics, schedule, and Earned Value Management.

Prior to KM Systems Group, Mr. Houser was a Deputy Program Manager with both SAIC and Lockheed Martin and has held corporate level responsibilities for Earned Value Management for IBM and Lockheed Martin.

Mark Buchholz, KM Systems Group, Managing Director

Mr. Buchholz has over 20 years of professional experience, with more than 19 years managing government projects and programs as a government and a contractor project manager. He is a current Project Management Professional (PMP) and was recertified in 2008. Mr. Buchholz has extensive experience with MS Project and Project Server to plan, execute, and monitor project and program performance using best practice project management techniques. Mr. Buchholz prepared, contributed to, and provided expert advice in industry standard and best practice project and program management standards. Mr. Buchholz is highly experienced in program / project management, and contracting processes, as well as governance, scheduling, and performance based acquisition. Mr. Buchholz is a frequent speaker on the local and national level in the project management community.

Mark Infanti – Deltek Incorporated

Mark Infanti is Senior Manager in product marketing at Deltek who helps define customer requirements for EVMS software systems. His prior responsibility at Deltek was as a Senior Systems Engineer with extensive EVMS process and technical expertise with MPM, Cobra, (EVMS software systems) and wInsight (EVMS analytics software).

He has 30 years experience as an Earned Value Management (EVM) practitioner and consultant. That experience included Ford Aerospace, Parsons Engineering, Deliotte Consulting and 3 different project management system vendors. He has designed and implemented project management processes and the supporting software for companies in 3 countries.

Mr. Infanti has made EVM training presentations in the US, Canada, Australia, England and France. He is currently a Subject Matter Expert (SME) for the Project Management Institute - Aerospace and Defense, Special Interest Group (PMI –A&D SIG) in the Knowledge Centers of EVM Management and PM Systems.

Mark is a member of the National Defense Industrial Association’s (NDIA) Program Management Systems Committee (PMSC), the EVM for Services Subcommittee, and the point of contact for the Program Management - Civilian Agency / Industry EV Working Group (PM-CAIWG). He is the primary author of the white paper “Civilian Agency Reciprocity for Contractors EVMS Acceptance”

Mark has a BA degree in Business Management from the University of Texas at El Paso

Registration

Thank You!

Fee includes Presentations, Workshop Notebook with Presentations, Continental Breakfast, Refreshment Breaks, and Seated Luncheon  

Government Fee: $1,295

Industry Fee: $1,495

 

Cancellation Policy

Confirmed registrations who cancel within 3 business days of the program will be subject to a $250 cancellation fee. Registrations cancelled after the program starts are subject to the full registration fee. Substitutions can be made at any time. In the event a particular training workshop is cancelled, the liability of Potomac Forum, Ltd is limited to refund of any prepaid registration fee.

Meeting Location

Willard InterContinental Hotel
1401 Pennsylvania Avenue N.W.
Washington D.C. 20004
202-628-9100