AD HOC AND TAILORED EVMS REPORTING

PRESENTED BY:TONY SPILLMAN

Data Rich, Analysis Poor – Letting Everyone Get

Involved

Why Ad Hoc EVMS Reporting?

Data Rich, Analysis Poor

20 years of experience or 1 year of experience 20 times?

EVMS Data is just Data – Value of Earned Value is in the Analysis

Steps to EVMS Analysis

Validate data is accurateCalculate Variances (SV, CV and VAC)

Focus on significant variances Look at both current2 and cumulative1

Graph and analyze trendsLook at comparative dataAnalyze schedule trends, critical pathProvide written analysis (Cause, Impact and

Corrective Action)Evaluate remaining work versus project risksFormulate plan of actionAssess realism of and adjust EAC accordingly

Specific Needs for EVMS Reporting

Needs that Current Systems may not Integrate Forecasting BCWP and SV Recovery Detailed EAC/VAC Analysis Risk Modeling and Change Control Impact Analysis Estimated ACWP for non-labor Flagging EVMS no-no’s

BCWP without ACWP (Free?) ACWP without BCWP (not authorized?) ETCs on Completed scope (EAC equal ACWP?) Negative or $0 BCWS or EAC (Change control has lost control?)

Non-Standard or Infrequent Analysis Fee Bearing Scope Performance Staffing Plans and Resource Alignment/Assignment Funding Shortfall scenarios (Funds aren’t in EV – yea RIGHT!) Get well plans and “get to green” plans

What is Ad Hoc EVMS Reporting?

Tool designed to focus on specific problem or area

Always derived from and reconciled to “source data”

User-defined, sophisticated to meet needs

Can provide short-term or long-term solution

Oh by the way, We each do it everyday!

Types of Ad Hoc and Tailored Reporting

Single Source Engines (Ocean Floor) ACWP or Estimated ACWP transaction detail BCWS Estimate detail BCWP Detail to activity or task

Partially-Integrated Engines (Deep Sea Diving) BCWS and BCWP detail ACWP and ETC detail

Fully Integrated Engines (Ocean Surface) BCWS, BCWP, ACWP, ETC Reporting Detail

Tailored and Fluid Engine (Floor – 5,000 feet) Established for infinite reporting needs Changes with Mgmt focus, strategy and business practices

Benefits of Ad Hoc EVMS Reporting?

Streamlining data gathering for Analysis

Fast with little or no IT involvement Using existing software's and datasets (Cheaper) “Automated” to provide real-time updates and consistent outputs Short learning curve “We’re already using it” Basic enough for non-professionals (PM’s, CAM’s, Sr. Mgmt, Other stakeholders) No external “ongoing” support needed Can be rapidly deployed to team, Project, Program or Company

Endless options (Scalable) Charts, Tables, Graphs, Presentations Drill down capability On-the-fly analysis Mathematical Calculation User-defined fields, styling and layouts

Synergy of team members and counterparts “Spillman is not intelligent enough to create, but smart enough to mimic”

EVMS Applicability

The intent of an EVMS is to: provide management information using the organizations

resources … compliant with the EVMS principles… allow[ing] any program regardless of size and complexity to realize the benefits of earned value management.

The ANSI-748 recognizes the challenges of analysis by providing clarification that: “… organizations must have the flexibility to establish

and apply a management system that suits their management style and business environment. The system must, first and foremost, meet the organizations needs and good business practices.”

Keys to Success in Ad Hoc and Tailoring

Begin with (some) end in mindLeave room to scale and expandData from trusted (and links) sourcesValidate, cross-check and validate againInvolve Everyone for best ideas and usageKISS – So it can weather a storm or two and SPFBe aware of Number of Databases and tools you useMaintain an organized file structurePermissions and AdministrationSeek Training in tools and get involved in process

Real Field Examples of Ad Hoc Reporting

Performance Reporting and Analysis by: Contract Change (REAs or CCPs) Fund Type, Control Point, CLIN, ABB, or PWBS Organization (Resp. and Perf.) – crossing cutting the WBS Fee-bearing scopes of work CBS – S/C, material, WFO and Risk Breakdown Structure Below the point of ACWP – when collected at WP or CA CPRs by Fiscal Year Lifecycle Reporting when tools are geared to Fiscal Year Integration of non-standard data points (work location,

scope prioritization, work type and complexity) Weekly Labor Distribution, Overtime, and Downtime reports Budget (Funding) Short-fall - scope cutting exercises

SV Recovery Plan

POW Example

Weekly Integration (Summary)

Integration – PM Assessment

Scheduler Status

Caine, RA Hutton, TB Kraemer, KE

Kramer, OS

Lehman, DD

Lucas, MV Morris, RT Paul, TS -

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

4,000,000

2010-P11 Scheduler Prelim Performance Trends

EAC Analysis

  PM CM  

  EAC ACWP Delta

0AG 978,685 950,611 28,074

0OVR 57,123 208,415 -151,292

0REG 2,869,063 2,448,694 420,369

1 1,435,030 766,323 668,707

2 4,255,129 4,162,649 92,480

3 55,434   55434

4 3,137   3137

Grand Total 9,653,601 8,536,691 1,116,910

Tailored Fee Charts

Spares EVMS Tracking

FY01 - SPARES AND REPAIRS - NON MIN-MAX

CODE NAME TYPE Dec-00 Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01 Sep-01CGAS COMPRESSED GASSES BUD 74 222 370 666 1,036 1,406 1,850 2,293 2,663 2,959 CGAS COMPRESSED GASSES ACT - 290 290 453 454 6,768 CGAS COMPRESSED GASSES VAR 74 (68) 80 213 582 (5,362) COAT PROTECTIVE COATINGS BUD 333 999 1,665 2,996 4,661 6,325 8,323 10,320 11,985 13,316 COAT PROTECTIVE COATINGS ACT - 7,730 7,730 8,215 8,215 8,321 COAT PROTECTIVE COATINGS VAR 333 (6,731) (6,065) (5,219) (3,554) (1,996) COMM COMM EQUIPMENT BUD 1,775 5,326 8,877 15,979 24,856 33,734 44,386 55,039 63,916 71,018 COMM COMM EQUIPMENT ACT - 2,799 4,937 6,633 10,599 20,346 COMM COMM EQUIPMENT VAR 1,775 2,527 3,940 9,346 14,257 13,388 CONM CONSUMMABLES BUD 4,448 13,344 22,241 40,033 62,274 84,515 111,204 137,893 160,133 177,926 CONM CONSUMMABLES ACT 4,255 18,646 31,896 68,090 72,163 86,607 CONM CONSUMMABLES VAR 193 (5,302) (9,655) (28,057) (9,889) (2,092) ECMP COMPRESSORS BUD 296 888 1,480 2,663 4,143 5,622 7,398 9,173 10,653 11,837 ECMP COMPRESSORS ACT - - 46 1,483 2,180 2,180 ECMP COMPRESSORS VAR 296 888 1,434 1,180 1,963 3,442 ECNT ELECTRICAL EQUIPMENT BUD 466 1,398 2,330 4,194 6,525 8,855 11,651 14,447 16,778 18,642 ECNT ELECTRICAL EQUIPMENT ACT 316 3,160 3,990 40,110 40,110 40,777 ECNT ELECTRICAL EQUIPMENT VAR 150 (1,762) (1,660) (35,916) (33,585) (31,922)

Ad Hoc and Trailing EVMS Reporting

Questions and Answers