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- 1. and Project Management Systems Engineering Development Opportunities within NASA's Academy of Program Project and Engineering Leadership Presentation to NASA Project Management Challenge 2007 February 6-7, 2007 Tim Brady timothy.k.brady@nasa.gov Revised: February 6, 2007
- 2. NASA’s 21st Century Engineering Environment • Current and future programs have unprecedented levels of complexity • Need for attention to Safety • In-sourcing critical tasks • Long development life cycle in the Vision for Space Exploration • Changing stakeholders/expectations (Congress, public) over time • Rapid innovation in technologies • Large, Complex Organization • Activities have high profile with the public 2
- 3. Excellence in Systems Engineering • For NASA to develop and sustain agency-wide excellence in Systems Engineering requires: Curriculum to support individual development throughout a NASA career Strong Foundations in fundamental concepts Depth of understanding of NASA SE processes Development opportunities to prepare Systems Engineers and Project Managers to lead complex technical projects 3
- 4. Systems Engineering Competency Framework • Started in 2005 with NASA, DoD, industry, and academia to review systems engineering practices and establish NASA competency framework. Analysis inputs included: NASA draft SE NPR Center documents from MSFC, GSFC, JSC, KSC, ARC NESC SE Proposed Competencies DoD SE Guidebook INCOSE SE Handbook • Set of ten Systems Engineering competencies established • Format of the final product consistent with the Project Management competencies • Competency definitions were included in the process to update the APPEL curriculum 4
- 5. Development of NASA SE Competencies • Five competency areas parallel Project Management competencies NASA Internal and External Environments Human capital Management Security, Safety and Mission Assurance Professional and Leadership Development Knowledge Management • Five competency areas distinguish Systems Engineering from Project Management Concepts and Architecture System Design Production, Product Transition, Operations Technical Management Project Management and Control 5
- 6. Systems Engineering Competencies 1.0 Concepts and Architecture 6.0 NASA Internal and External Environments 1.1 Mission Needs Statement 6.1 Agency Structure, Mission, and Internal Goals 1.2 System Environments 6.2 NASA PM/SE Procedures and Guidelines 1.3 Trade Studies 6.3 External Relationships 1.4 System Architecture 2.0 System Design 7.0 Human Capital Management 2.1 Stakeholder Expectation Definition and Management 7.1 Technical Staffing and Performance 2.2 Technical Requirements Definition 7.2 Team Dynamics and Management 2.3 Logical Decomposition 2.4 Design Solution Definition 3.0 Production, Product Transition, and Ops 8.0 Security, Safety and Mission Assurance 3.1 Product Implementation 8.1 Security 3.2 Product Integration 8.2 Safety and Mission Assurance 3.3 Product Verification 3.4 Product Validation 3.5 Product Transition 3.6 Operations 4.0 Technical Management 9.0 Professional and Leadership Development 4.1 Technical Planning 9.1 Mentoring and Coaching 4.2 Requirements Management 9.2 Communication 4.3 Interface Management 9.3 Leadership 4.4 Technical Risk Management 4.5 Configuration Management 4.6 Technical Data Management 4.7 Technical Assessment 4.8 Technical Decision Analysis 5.0 Project Management and Control 10.0 Knowledge Management 5.1 Acquisition Strategies and Procurement 10.1 Knowledge Capture and Transfer 5.2 Resource Management 5.3 Contract Management 5.4 Systems Engineering Management 6
- 7. Project Management Competencies Project Conceptualization NASA Environment 1.1 Project Proposal 6.1 Agency Structure and Internal Goals 1.2 Requirement Development 6.2 NASA PM Procedures and Guidelines 1.3 Acquisition Management 6.3 International Standards and Political Implications 1.4 Project Planning 1.5 Cost-estimating 1.6 Risk Management Resource Management Human Capital Management 2.1 IT and MIS 7.1 Position Management 2.2 Budget and Full Cost Management 7.2 Recruitment, Hiring and Retention 2.3 Capital Management 7.3 Team Dynamics and Management Project Implementation Safety and Mission Assurance 3.1 Systems Engineering 8.1 Environment and Ecology 3.2 Design and Development 8.2 Workplace Safety 3.3 Contract Management 8.3 Mission Assurance 8.4 Security Delivery, Operation, and Closeout Professional and Leadership Development 4.1 Logistics Management 9.1 Mentoring and Coaching 4.2 Stakeholder Management 9.2 Communication/Decision Making 4.3 Technology Transfer and Communication 9.3 Leadership 9.4 Ethics Program Control and Evaluation Knowledge Management 5.1 Tracking/Trending of Project Performance 10.1 Knowledge Capture and Transfer 5.2 Project Control 10.2 Knowledge Sharing 5.3 Project Review and Evaluation 7
- 8. Revised Structure of the APPEL Curriculum • APPEL course structure revised into two areas: Core Curriculum and In-Depth Courses Core Curriculum: Developed introductory course for new employees to understand NASA history, mission and organization as well as spaceflight technical fundamentals Revised project management courses to integrate systems engineering. Incorporated changes from governance model and project management/systems engineering NPRs. In-Depth Courses Updated to incorporate changes from governance model and project management/systems engineering NPRs. In-Depth Systems Engineering Courses reviewed for content covering the Systems Engineering competencies. 8
- 9. APPEL Core Curriculum Target Audience New/Updated Content APPEL Executive Program New Program 20 high-potential leaders selected by Center or Agency leaders Executive issues and executive-level decision- making Advanced Project Mgmt and Systems Eng Inclusion of systems engineering content Use of case studies to develop systems thinking and address complex projects/systems issues Project Mgmt and Systems Eng Inclusion of systems engineering content Applying PM/SE processes/ practices over project life cycle Concepts, tools and techniques to plan, organize and lead complex projects Foundations of Aerospace at NASA Governance model HQ, Center roles and responsibilities NASA mission, vision, history Awareness of directives, policies and procedures Essentials of project management and systems engineering Intro to discipline engineering essential to NASA’s mission NASA leaders address participants 9
- 10. Foundations Curriculum Course Structure Pre-Work Weeks 1&2 Introduction to Aerospace at NASA @ Centers Approximately Pre-Work 1 Year Week 3 Introduction to Project and Systems Engineering Disciplines @ Centers 10
- 11. Foundations Curriculum • Audience New Hires in their first year of employment at NASA For initial offerings audience will also include those who have come into NASA in last 5 years • Core Design Approach Two-week Part A Describe the NASA vision, mission, governance model and history Describe the “big picture” of NASA, the agency, and how the infrastructure works Explain the concept of systems thinking and associated trades. Language and overview of concepts of aeronautics and astronautics Introduction to concept of systems integration and systems thinking Demonstrate skills necessary for effective communication and teamwork One-Week Part B Describe project management methodologies and systems engineering processes • Schedule: Part A: 3/26-4/6 (JSC), 4/23-5/4 (MSFC); GRC, ARC, LaRC later in FY Part B: 4/23-27 (JSC), 5/21-25 (KSC), 7/9-13 (GSFC), 8/27-31ARC 11
- 12. Project Management and Systems Engineering Curriculum -- Structure Defining and Weeks Implementing System 1&2 Projects Pre-Work Individual Leadership Assessment Managing and Leading Project Week 3 and Technical Teams 12
- 13. Project Management and Systems Engineering Curriculum • Audience Personnel in first year of, or just prior to, entry into a project, systems engineering, or supervisory position • Objective Enhance proficiency in applying Project Leadership and Systems Engineering discipline processes/ practices over project life cycle • Core Design Guidelines Two-week Part A focuses on Project Leadership and Systems Engineering knowledge/skill requirements, and one-week Part B focuses on team leadership Describes project life cycle (NPR 7120.5D) and systems engineering processes (NPR 7123.1A) Major subject areas include: Requirements definition System definition, realization and evaluation Operations Risk management Acquisition and contract management Project performance and earned value management Leading Project and technical teams • Schedule Part A – starting 4/30 (GRC), 6/4(MSFC) (LaRC) Part B – starting 3/26, 4/30, 9/10 (Wallops) 13
- 14. Advanced Project Management and Systems Engineering Curriculum • Audience Personnel prior to or in the first year of entry into senior Project Leadership or Lead Systems Engineering position • Goal Enhance proficiency in integration of Project Management and Systems Engineering knowledge/skills to manage/lead a significant project activity • Core Design Guidelines One-week course Three days - Concepts, tools and techniques to plan, organize and lead complex projects Two days - utilizes case studies to apply management techniques; Examples of planned cases: Gravity Probe B, STS-115 Hurricane Decision, Robotic vs Human repair of HST, Viking GCMS • Schedule – Starting 3/26 (Wallops) 5/7 (GRC), 9/10 (Wallops) 14
- 15. Advanced Project Management & Systems Engineering Curriculum – Course Content Monday Tuesday Wednesday Thursday Friday Leading Complex Projects Case Studies • 6 case studies from: • Understanding Complexity in Projects • NASA and other • Complex Project Model and Processes • Large and small • Determining Project Complexity projects • Communicating Project Complexity • Robotic and • Designing for Complexity human flight projects • Governing Project Complexity • Cases encompassing significant successes and failures 15
- 16. APPEL Executive Program • Audience Twenty invited participants Five senior Project & Engineering Leaders Fifteen high potential future Project and Engineering Leaders selected by AA’s, Center Directors or NASA Chief Engineer • Core Curriculum Goal Will use the case study method on four current challenges within the agency that required Executive Decision making. Participants will understand the constraints and discus the process utilized in reaching a decision • Schedule - TBD 16
- 17. APPEL In-Depth Courses – February 2007 Project Management Project Management & Systems NASA Acquisitions & Systems Engineering Engineering Introduction to Contracting Workshop Lifecycle, Processes, & Concept Exploration Aeronautics Integrating Cost & Systems Engineering & System Introduction to Schedule Architecting Aerospace Project Review Processes International Project & Strategies Decision Analysis Mars Mission System Management Requirements Dev & Developing & Design NASA’s Budgeting Management Implementing a Science Mission Process Systems Systems Design & Foundations of Risk Engineering Operations Performance-Based Management Management Plan Statement of Work Continuous Risk Science Mission Space Systems V&V Systems Design & Project Management Management Transition, Product Operations Lab Leadership Lab Communications & Delivery, & Mission Space Launch & Project Planning Leadership Operations Transportation Analysis & Control Comm Technical Issues Cal Tech Cert Prog Systems Scheduling & Cost Negotiations (Pilot) Control Team Leadership Other Leading Complex Projects Team Membership Innovative Design for Eng Apps Earned Value (In Tech Writing for Engineers Development) Seven Axioms of Good Eng –Learning Advanced Earned Value from Failure (In Development)
- 18. APPEL Systems Engineering Curriculum Architecture Technical Management Processes Product Realization System Design Technical Planning Processes Processes 10. Technical Planning Process Product Transition Requirements Development 9. Product Transition Process 1. Stakeholder Expectations Definition Process Technical Control 2. Technical Requirements 11. Requirement Mgmt Process Definition Process 12. Interface Management Process Evaluation 13. Technical Risk Mgmt Process 7. Product Verification Process 14. Configuration Mgmt Process 8. Product Validation Process Technical Solution Definition 15. Technical Data Mgmt Process 3. Logical Decomposition Process 4. Design Solution Definition Design Realization Process Technical Assessment 5. Product Implementation Process 16. Technical Assessment Process 6. Product Integration Process Technical Decision Analysis 17. Decision Analysis Process • APPEL SE Curriculum must cover the breadth of the SE Processes outlined in NPR 7123.1 • SE Curriculum must also deliver sufficient depth of knowledge for Project Managers, Systems Engineers, Project team members and Systems Engineering discipline experts 18
- 19. APPEL Systems Engineering Curriculum Mapping to NPR 7123 Technical Management Processes Product Realization System Design Technical Planning Trans, Deliv Processes & Ops Processes 10. Technical Planning Process Product Transition Requirements Development 9. Product Transition Process 1. Stakeholder Expectations Definition Process Dev Technical Control & Implement 2. Technical Requirements Definition Process a SEMP 11. Requirement Mgmt Process 12. Interface Management Process Evaluation 13. Technical Risk Mgmt Process 7. Product Verification Process 14. Configuration Mgmt Process 8. Product Validation Process Technical Solution Definition 15. Technical Data Mgmt Process 3. Logical Decomposition Process 4. Design Solution Definition Space Systems V&V Design Realization Process Technical Assessment 5. Product Implementation Process 16. Technical Assessment Process 6. Product Integration Process Concept Exploration Technical Decision Analysis & Sys Arch 17. Decision Analysis Process Decision Analysis 19
- 20. Comments on In-Depth Courses • In-depth offerings are designed to augment skills provided in the core curriculum. • All previously offered APPEL in-depth offerings are available. Previous numerical course identifiers have been eliminated in favor of simplified acronyms. • Pay attention to the notes in the course catalogue 20
- 21. Individual Opportunities • Set up Individual Development Plan (IDP) with supervisor or mentor • For scheduled courses, register in SATERN Register early; electronic registration closes out generally 7 weeks before the class The learning plan feature can be used by you or your supervisor to identify desired training without registering 21
- 22. SATERN Learning Plan 22
- 23. Individual Opportunities • Set up Individual Development Plan (IDP) with supervisor or mentor • For scheduled courses, register in SATERN Register early; electronic registration closes out generally 7 weeks before the class The learning plan feature can be used by you or your supervisor to identify desired training without registering • For desired courses not on the APPEL schedule or not at your center, Communicate course requests to local training coordinator High demands can be re-evaluated for APPEL delivery in FY07 Centers can procure courses Long-term course demands can be used to prioritize APPEL and center offerings in next FY • Individual and team assessment resources are available through APPEL • Explore other resources available through your center Formal center SE or PM development programs Systems Engineering programs through local universities or distance learning For revised charts email: timothy.k.brady@nasa.gov 23
- 24. Backup
- 25. Near-Term Core and In-Depth APPEL Schedule Location Dates Notes February APPEL Courses Space System Verification and Validation GRC Feb 13-15 Concept Exploration and System Architecting JSC Feb 26-Mar 2 SATERN Regist Closes Feb 7 March APPEL Courses Developing and Implementing a Systems Engineering JSC Mar 6-8 Management Plan Project Planning Analysis and Control MSFC Mar 12-16 Seven Axioms of Good Engineering JSC Mar 19-21 Decision Analysis GRC Mar 20-21 Project Management & Systems Engineering-Part B WFF Mar 26-30 Advanced Project Management & Systems WFF Mar 26-30 Engineering Foundations of Aerospace at NASA-Part A JSC Mar 26-Apr 6 April APPEL Classes Lifecycle, Processes and Systems Engineering JSC Apr 3-5 Requirements Development and Management JSC April 10-12 Masters Forum 14 TBD April 10-12 Space System Verification and Validation JSC Apr 16-18 Foundations of Aerospace at NASA-Part B JSC Apr 23-27 Requirements Development and Management GRC Apr 24-26 Foundations of Aerospace at NASA-Part A MSFC Apr 23-May 4 Project Management & Systems Engineering-Part B WFF Apr 30-May 4 25
- 26. Foundations Curriculum -- Introduction to Aerospace at NASA Course Content Week 1 Monday Tuesday Wednesday Thursday Friday NASA Communications Working in Teams • Course Case Study in Communications Team Membership Introduction Communications Course • Staffing project teams at • Welcome NASA Address • Clear direct wording • Characteristics of effective • NASA History • Format devices team members and • NASA’s Present • Technical writing process superior teams Mission - the • Audience analysis • Importance of teamwork Strategic Plan • Group dynamics, problem • Offering a Dissent • Shuttle FRR solving, brainstorming Case Review • Organizing technical documents • Conflict resolution • Technical • Illustrations • How to be effective in a Excellence & team environment PMDP • Electronic Presentations • Editing and proofreading 26
- 27. Foundations Curriculum -- Introduction to Aerospace at NASA Course Content Week 2 Monday Tuesday Wednesday Thursday Friday NASA Introduction to Aeronautics and Astronautics • TRL’s Understanding Space Basic Aeronautics • Explorations Systems Mission • Vocabulary • Celestial mechanics & Constellation • Aerodynamics • Space environment • Working with Foreign • Engines • Space Payloads - sensors Governments • Structures • Spacecraft subsystems • Working with Other Agencies • Control • Launch vehicle & launch system • Working the Hill • Mission operations • Design • The budget considerations process and • Design considerations working with and trades Contractors • Interdependence of all systems 27
- 28. Foundations Curriculum - Introduction to Project Management and Systems Engineering Week 3 Monday Tuesday Wednesday Thursday Friday Class Presentations Presentations Presentations Introduction System Risk Management Configuration Course development Management Introduction Project Planning and Documentation Presentations WBS SEMP/PP/Etc. Project Control PM/SE Policy & Scheduling Requirements Completion of SE Engine Acquisition Contract and Life Cycle Closeout Resource Technical Development Preparing for Reviews Operations Requirements Example Development Projects and Management Summary Fireside Chat Open Open Graduation 28
- 29. Project Management & Systems Engineering Week 1 - System Definition and Development Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 PM & SE Requirements Acquisition System Definition, Overview Definition Realization, & Evaluation • Planning & • Governing Strategy Documents • Stakeholder • Requirements • System • Space System • Life Cycle Requirements • Logical and SOW Implementation V&V Decomposition • Processes • Technical • Solicitation & • System • S/W V & V Overview Requirements • Physical Evaluation Integration Solution • Pre-launch and • Accountability, • Contract Early Roles and Types Operations Responsibilities V&V • Negotiation • Agency • Decision Requirements • Surveillance Analysis 29
- 30. Project Management & Systems Engineering Week 1 - Week 2 - Project Definition and Control Contd. Day 7 Day 8 Day 9 Day 10 Day 11 Operations Planning Scheduling & Risk Costing Management Control • Function • WBS • Principles • EVM • Concept Development • Identification Development • Project • Scheduling • Analysis Reviews & • Communications • Resources • Planning Assessments Architecture Development • Tracking & • Independent Control Assessments • Communications & Documentation 30
- 31. Project Management & Systems Engineering Week 3 - Managing and Leading Project and Technical Teams Day 1 Day 2 Day 3 Day 4 Day 5 Human Individual Team Leadership Capital Leadership Management • Position • Organization of leadership • Team development Management • Individual • Getting buy-in • Recruitment Hiring and leadership • Understanding motivational Retention assessment needs results • Leadership • Learning synergy effectiveness 31
- 32. Advanced Project Management & Systems Engineering Curriculum – Course Content Monday Tuesday Wednesday Thursday Friday Leading Complex Projects Case Studies • 6 case studies from: • Understanding Complexity in Projects • NASA and other • Complex Project Model and Processes • Large and small • Determining Project Complexity projects • Communicating Project Complexity • Robotic and • Designing for Complexity human flight projects • Governing Project Complexity • Cases encompassing significant successes and failures 32