Potomac Forum The Forum of Choice for Government & Industry Training Since 1982

The Forum of Choice for Government & Industry Training Since 1982

Managing Agile Using EVM in Government Training Workshop II

A Mission Essential Function

Tuesday, April 9, 2013

Registration is now closed as of 2:00 pm. Onsite registration will be available at the Willard Intercontinental Hotel at 7:30am, April 9, 2013. Workshop Seats for On-Site Registration are Guaranteed. For questions, please call 703-683-1613.

Guest Speakers:
An Agency Perspective: Management and Technical Perspectives in
Implementing EVM for AGILE Development


Greg Nagel
EVM PMO Program Manager
CIO IT Investment Management Division
Office of Personnel Management (OPM)



Stephen L. Schultz
CIO IT Investment Management Division
Office of Personnel Management (OPM)


Tuesday, April 9, 2013

Meeting Location: 
Willard InterContinental Hotel

Willard Intercontinental Hotel
1401 Pennsylvania Avenue N.W.
Washington 20004
United States

Metro Center (Red, Orange, Blue Lines). Use the exit marked “12th & F Sts” to exit onto F St., then continue straight two blocks and cross 14th St.


OMB Guidance regarding Contracting for Modular Development - Why You Should Attend this Training:
Learn How to Comply with OMB Guidance using EVM for Modular (AGILE) Systems Development
General Guidance

  • Modular approach to define high level requirements, prioritize requirements, refinement, and continual engagement of stakeholders and collection of feedback
  • Investment Business Case establishes an estimated cost, schedule, performance baseline and achieve on average 90% of these goals
  • Investment divided into stand alone projects of 6 months or less in duration which deliver functional systems
  • Projects may be completed sequentially or in parallel. Subsequent projects may add incremental functionality or integration


  • Integrated Program Team (IPT) - In order for OMB to approve the investment budget, an IPT must include at a minimum: a qualified, fully dedicated IT program manager; a contracting specialist, if applicable; an IT specialist; an IT security specialist; and a business process owner or subject matter expert (SME).
  • Balance the Governments need for fast access to rapidly changing technology and incentivized Contractor performance with stability in program management, contract performance, and risk management
  • Should enable a modular approach to incremental delivery, implementation, and testing of an investment
  • Single procurements or multiple procurements


Federal IT programs must be structured to deploy working business functionality in release cycles no longer than 12 months, and, ideally, less than six months, with initial deployment to end users no later than 18 months after the program begins.


DOD - National Defense Authorization Act
Section 804 - Deliver early and often – aimed at changing the culture to embrace speed and responsiveness by deploying capabilities every 12-18 months.


The Office of Management and Budget (OMB) 25 Point Plan for IT Management Reform requires the use of a Modular Development Methodology and many Agencies are deploying an Agile Project Management methodology. This workshop is designed to help your organization answer these questions:


  • How do I ensure I don’t burden my Agile development team with unnecessary project scheduling, schedule statuses, change management, and reporting?
  • How do I realize the significant benefits of a Modular Development (Agile Project Management) process while still complying with OMB, Agency, or Program reporting requirements?
  • How do I manage the total project and not just the work managed using an Agile development methodology?
  • How do I track costs and forecast my cost at completion?


What You Will Learn: 


  • Significant benefits of a Modular Development (Agile Project Management) process while still complying with OMB, Agency, or Program reporting requirements
  • Understanding why you should use EVM in conjunction with an Agile Development Project Management Methodology
  • How to implement a simple methodology for Agile EVM using standard tools
Why You Should Attend: 


  • Increase in Office of Management and Budget requirements for modular IT development
  • Agile EVM will enable transparency in regards to project cost performance and forecasts
  • Agile EVM will ensure contractual and regulatory compliance
Who Should Attend: 


  • Agency Executives who are accountable for Project Performance
  • Program/Project Managers/Project Analysts
  • Contract Officers, COTRs and Administrators
  • Those who prepare OMB 300 submissions and quarterly reports
  • CIOs, CFOs CAO and Staff
  • IGs and Staff
  • Industry Partners who must implement EVM for their projects/programs


  • Agency Executives who are accountable for Project Performance
  • Presentations by experts on EVMS
  • Instructors are Project Management Institute Registered Education Providers and support the EVM Community of Practice
  • Hands on Exercises

7:30 AM

Registration and Continental Breakfast


Art Chantker, President, Potomac Forum, Ltd.


Federal Accountability and Transparency in an Agile Development World


Dave Scott, Managing Director, KMSG


Agile Fundamentals

Dave Scott, Managing Director, KMSG


Refreshment Break


Government Contracting for Agile Projects


Dave Scott, Managing Director, KMSG


EVM Fundamentals


Kevin Martin, President, KMSG


Working Luncheon:  Discussion of Agile Challenges  and “Report Out”


“Report Out”  from Working Luncheon Discussion


An Agency Perspective: Management and Technical Perspectives in Implementing EVM for AGILE Development


Greg Nagel
EVM PMO Program Manager
CIO IT Investment Management Division
Office of Personnel Management (OPM)

Stephen L Schultz
CIO IT Investment Management Division
Office of Personnel Management (OPM)

2:15PM Refreshment Break

Strategic Planning for Government Agile Projects


Dave Scott, Managing Director, KMSG


Sprint Planning and Earning Value

Dave Scott, Managing Director, KMSG


Agile EVM Analysis  

Dave Scott, Managing Director, KMSG


Implementing Agile EVM: How do I get started?


Dave Scott, Managing Director, KMSG


Workshop Adjourns


Instructors will be available to answer specific questions concerning Agile-EVM

  Agenda Subject to Change


Registration Information: 


Team Discount Rate: Send a team to learn together. Register one employee and the second person from the same department registers at 50% of the current rate.


Government Employees: $995  (Federal, State or Local Government Issued ID)
Special Reduced Registration Fee:


Industry and Contractors: $1095 (Including contractors on-site and in direct support of government agencies)
Special Reduced Registration Fee:


Includes instruction, presentations, Training Workshop Notebook, and continental breakfasts, morning and afternoon refreshments, and luncheon at the Willard.


This Seminar is 100% educational and NOT supported by Advertisers or Sponsors. The information is presented in an independent, non-vendor specific manner.  No advertising, no vendor hype, no sales or marketing. Just useful information.

Guest Speakers: 

Gregory Nagel

EVM PMO Program Manager
CIO IT Investment Management Division
Office of Personnel Management (OPM)


Mr. Nagel has over 22 years of progressive experience in Project Management and Earned Value Management (EVM) in both the private and public sector.  He has supported Federal agencies such as Department of Homeland Security, Federal Bureau of Investigations and Naval Sea Systems Command PMS380 as well as worked for private firms such as Booz Allen Hamilton, SAIC, Lockheed Martin and VSE Corporation.


Currently, Mr. Nagel is a Federal employee in the position of Program Manager for the EVM Program Management Office in the U.S. Office of Personnel Management (OPM), Office of Chief Information Officer, Information Technology (IT) Investment Management division.  Mr. Nagel is an expert in many of today’s scheduling and earned value data engine tools to include Primavera Project Manager 6.2, Primavera Cost Manager 6.2, MS Project, Open Plan, COBRA, and Project Scheduler 8.  As a seasoned veteran of the EVM concepts and methodology, he has written and implemented EVM policies and system descriptions as well as conducted system surveillances for compliance to the American National Standards Institute/Electronic Industries Alliance (ANSI/EIA) Standard 748 Earned Value Management System Guidelines.  Mr. Nagel is currently working with OPM IT projects who are required to use both EVM and Agile development methodology.


Mr. Nagel proudly retired from the Navy after being in the service for 20 years at the highest enlisted rank attainable of Master Chief Petty Officer.

Stephen L Schultz

CIO IT Investment Management Division
Office of Personnel Management (OPM)


Mr. Steve Schultz has over 39 years of professional experience in providing project management services for the private sector and Federal, and State governments. He possess more than 12 years of experience in leading program management, portfolio management, capital planning and investment control (CPIC), budget formulation, and business case development.  Currently Steve is the Program Manager of Capital Planning who oversees the IT investments for the Office of Personnel Management (OPM). As part of his capital planning responsibility, he uses Earned Value Management (EVM) to help improve the visibility of technical, cost, and schedule progress. He has also successfully established three different Project Management Office (PMO) organizations building on project management best practices. He has used the Capability Maturity Model Integration (CMMI) from Carnegie Mellon as a guide to process changes in a large development environment, and the Information Technology Investment Management (ITIM) maturity model for Capital Planning. He also has experience with multiple formal system development methodologies as well as Agile methodology.   


Kevin Martin

KM Systems Group


Mr. Martin’s experience spans more than 25 years of planning and implementing information-driven business improvements for Fortune 200 clients and major government agencies, by employing business process improvement and systems integration solutions. His program management work has included all phases of the information systems development lifecycle, from strategic planning through the design, development, and implementation of large-scale systems.


Mr. Martin is a recognized expert in the field of information systems and technology development and acquisition, and earned value management having testified as an expert witness in numerous cases for Fortune 100 clients. Prior to founding KM Systems Group, Mr. Martin was Senior Vice-President and Global Chief Knowledge Officer at KPMG Consulting, where he served on the Executive and Operating Committee along with other key executives and industry practice leaders. He specialized in the project management of major software development programs, and developed KPMG’s Program and Project Management methodologies. Additionally, Mr. Martin has extensive experience in EVM implementation and helped to develop the EVM standard.


  • Information Technology Association of America

        - Member Board of Directors 1998-2001

         - Vice-Chairman, Federal Systems Committee 1997-1998

  • Project Management Institute, EVM Community of Practice

        - Training Track Coordinator, National Conference 2003-Present

  • National Defense Industrial Association

        - Program Management Systems Committee 1996-Present


Professional Certifications: Certified Data Processor, Data Processing Management Association


He has Bachelor’s degrees in Biology and Computer Science from Colgate University

Dave Scott

Managing Director
KM Systems Group


Mr. Scott is a Managing Director at KM Systems Group. He has more than 25 years of experience with both government and commercial customers in the implementation of systems and processes to improve IT management processes. He is regarded for his knowledge of Project Portfolio Management, Capital Planning and Investment Control, Earned Value Management,

and Business Process Improvement.


Mr. Scott has pioneered strategies and methodologies for applying EVM as a project controls

tool for Agile development projects. He is responsible for ensuring that customers achieve significant, measurable results by implementing a performance based measurement system and utilizing the latest enabling software solutions to improve project and earned value management processes. He is also a contributing author of the ACT/IAC white paper on Government

Acquisition for Agile Projects.


Mr. Scott participates in Government Accountability Office (GAO) expert sessions regarding project scheduling, cost management, and Agile best practices. He also supports several project

management associations including PMI, NDIA PMSC; and more broadly ACT/IAC.


Education: BBA from Loyola Marymount University



Comments from Students: 


The Workshop was well organized and delivered by very knowledgeable individuals.  I will take more Potomac Forum, Ltd training in the future. All instructors were great!
IT Specialist
Great workshop!! Very informative.
Management Analyst
Defense Technical Information Center
Excellent presentations from the speakers.
IT Project Manager/COTR
Very Informative.
Program Analyst

Well Executed - Good Speakers.
Pertinent level of detail.
Good interaction and participation.

Technical Advisor
Department of State
Subjects were very good and useful.
Facility was very good

Project Control

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.

  • © 2020 Potomac Forum Ltd. All Rights Reserved
    Copyright also covers all workshop agendas and descriptions