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Planning & Scheduling


Whether you are an old pro in the scheduling industry or you want to gain a better understanding of scheduling, we believe our comprehensive list of scheduling reference documents will be a valuable resource:


General Scheduling Guidance


Reference Document
Description
ANSI / EIA 748A, Earned Value Management Systems, 19 May 1998
  • General discussion of program schedules.
  • Lists the requirement for all levels of schedules to be integrated.
  • Discusses the timing of detailed planning vice planning packages.
PMI Practice Standard for Scheduling, 2007
  • Defines a schedule development process.
  • Contains guidelines for granularity.
  • Defines schedule maintenance process.
  • Detailed list of schedule components.
  • Comprehensive list of scheduling terms and definitions.
DMSC Scheduling Guide for Program Managers, Oct 2001
  • General primer on scheduling in DoD environment written for Program Managers.
  • Discusses schedule types, levels of schedules, and scheduling theory.
  • Emphasizes tying risk to schedule.
  • Discusses resource constrained scheduling and schedule crashing.
  • Discusses production scheduling and line of balance.
Bowman Interpretive Guide, Air Force Institute of Technology, September 1991
  • Discusses organizing, planning, budgeting, accounting, analyzing, and revising schedules.
ASC Comptroller Handbook, August 1999
  • Defines schedule concepts, formats, and displays.
  • Details how to develop, manage, and evaluate schedules.
  • Details how to conduct a schedule risk assessment.
  • Discusses software and automation considerations.
  • Discusses how to identify and evaluate programmatic risk.
  • Discusses source selection, cost and schedule data center, and schedule training courses.
DAU Gold Card, September 2010
  • Tip sheet containing key scheduling concepts, acronyms, definitions, formulas, and other information.



IMS Specific Scheduling Guidance


Reference Document
Description
Air Force Instruction 63-101, 20 July 2010 
  • Establishes requirement for an IMS to be maintained by the government PM and contain the supplier's IMS.
  • Requires Government PM to perform recurring analysis of contractor schedules.
  • Discusses System Engineering detail required in IMS.
DCMA Integrated Master Schedule Assessment Guide, Rev 7, 11 Dec 2009 
  • Provides 15 or more mechanical checks on the wellness of an IMS.
  • Provides two pages of general guidance for IMS.
  • Identifies key checks that will be performed by DCMA during reviews.
Defense Acquisition Guidebook, 5 August 2010
  • Requires Acquisition Strategy to include highlights from IMS.
  • Emphasizes that IMS should be event based.
  • Requires configuration control of the IMS as part of technical baseline configuration control.
  • Requires integration of SEP and IMS.
  • Requires WBS as predecessor to IMS development.
  • Recommends cross-reference of CTP and TPM in IMS.
Defense Acquisition Program Support Methodology, 9 Jan 2009
  • Stresses early industry involvement in program schedule development.
  • Emphasizes risk handling activities be included in IMS.
  • Discusses schedule reserve or schedule margin.
  • Contains IMS attribute list and IMS relationship to EVMS chart.
  • Provides focus questions for IMS evaluation.
Depicting Schedule Margin in Integrated Master Schedules, May 2009
  • NDIA white paper on techniques to depict schedule margin in IMS.
DI-MGMT-81650, Integrated Master Schedule, 30 May 2005
  • The DID required to be placed on EVMS applicable contracts.
  • Identifies requirement for performance measurement and SRA.
DoD Defense Acquisition Guidebook, 5 May 2010
  • Emphasizes preparation of WBS prior to IMS development.
  • Recommends CTP and TPM be included in IMS.
  • Recommends quality activities be included in IMS.
DoD Integrated Master Plan and Integrated Master Schedule Preparation and Use Guide, 21 Oct 2005
  • Provides guidance to government for IMS language in RFP.
  • Recommends duplicating the PE, SA, and AC from the IMP into the IMS.
  • Contains generic steps for IMS preparation.
  • Contains discussion of SRA.
  • Contains procedures to evaluate IMS submitted with proposal.
DoD Earned Value Management Implementation Guide, October 2006
  • Contains tailoring guidance for IMS CDRL.
  • Recommends contract have procedures and timeline for rolling-wave planning.
  • Discusses OTS.
GAO Cost Estimating and Assessment Guide, March 2009
  • Stresses the importance of WBS in IMS development.
  • Recommends WBS be outline for IMS.
Navy CEVM Analysis Toolkit, Aug 2008
  • Contains steps for IMS analysis.
  • Contains NAVAIR 11 Point Program Schedule Assessment Methodology.
  • Contains NAVAIR SRA process.
NASA Schedule Management Handbook, January 2010
  • Recommends schedule management plan for each project.
  • Contains best practices for scheduling.
  • Lists project documentation needed to build an IMS.
  • Contains detailed procedures for resource loaded schedules.
  • Contains schedule health metrics.
  • Contains Joint Confidence Level techniques.
NDIA PMS EVMS Intent Guide, June 2009
  • Shows attributes of IMS.
  • Shows objective evidence of IMS complying with EVMS guidelines.
  • Shows the contribution of the IMS to multiple EVMS guidelines.
Prime Contractor’s EVMS Description Documents
  • Addresses preparation of IMS to establish baseline.
  • Addresses schedule maintenance.
  • Addresses baseline change procedures.
Prime Contractor’s Scheduling Guidelines & Handbooks
  • Contractors often have separate scheduling document to standardize their scheduling practices.
  • Contractors may have program unique scheduling instructions where the contract or unusual situations establish more rigorous requirements than in the EVMS Description or contractor scheduling practices.
DI-MGMT-81466, Contract Performance Report (CPR), 7 Mar 2005
  • Identifies format and required content for CPR Formats 1-5 (WBS, OBS, Baseline, Staffing, Explanations and Problem Analyses).
DI-MGMT-81468, Contract Funds Status Report (CFSR), 19 Oct 1995
  • The DID required to be placed on contracts over 6 months in duration.
  • Identifies requirement for supplying funding data about defense contracts to Program Managers.
DCMA Interpretive Guide (DIG), August 2008
  • Provides guidance relative to assessing supplier compliance with the 32 ANSI/EIA-748 EVMS guidelines.
  • Breaks down the 32 ANSI/EIA-748 EVMS guidelines into easy to understand language.
  • Provides processes by guideline to conduct traces among various EVMS components and documents to verify compliance.
OSD (AT&L), DAES Review Trip Wires, 7 Nov 2006
  • Gives background on DAES Trip Wires Initiative.
  • Details trip wire metrics such as BEI, CPLI, SPI, CPI, TCPI, PMB Revisions, and Contract Mods.
DAU White Card, April 2008
  • Tip sheet containing a NDIA/ANSI guideline matrix relating them to the organizing, scheduling, work / budget authorization, accounting, indirect management, managerial analysis, change incorporation, material management, and subcontract management processes. 
NAVAIR IMS Guidebook, February 2010
  • Discusses basic IMS principles, IMS planning, building and managing to an IMS, best practices, metrics, IMS-related training, and contract considerations.
  • Contains an IMS FAQ.