Project Schedule Baseline by adt36556

VIEWS: 106 PAGES: 23

More Info
									Mid-Atlantic Operations




    Managing The Baseline Schedule

                                  Walter Majerowicz
                                  Planning & Schedule Manager
                          Polar Operational Environmental Satellites Program
Mid-Atlantic Operations


                          Objective
   Provide an overview of proven baseline schedule
     control concepts and practices by:
   • Summarizing the steps for developing the baseline
     schedule
   • Highlighting the elements of schedule control
   • Illustrating the schedule revision process based on lessons-
     learned from major projects/contracts
Mid-Atlantic Operations


                          Agenda
   •      Introduction
   •      Developing the Baseline Schedule
   •      Controlling the Baseline Schedule
   •      Example Baseline Schedule Revision
   •      Summary & Conclusions
Mid-Atlantic Operations




                          Introduction
Mid-Atlantic Operations


        Time / Schedule Management
   • Project Schedule Management consists of the processes
     required to ensure timely completion of the project:
         – Activity definition è what needs to be done
         – Activity sequencing è the order things need to occur
         – Activity duration estimating è the number of work periods needed
         – Schedule development è creating the roadmap
         – Schedule status accounting è getting the facts
         – Schedule analysis è what is the schedule telling us
         – Schedule performance reporting è how are we doing and where are
           we going
         – Schedule control è managing change
   • Project Scheduling is the application of these processes
Mid-Atlantic Operations


      Focus on the Baseline Schedule
   • Premise
         – Baseline schedules can, will and should change
         – Projects emphasize accurate current operating schedules
         – Projects do not always maintain accurate baseline schedules
   • Approach
         – Freeze the baseline schedule at the start of the project
         – Modify the “unstatused” baseline schedule for new scope changes
         – Issue baseline schedule revisions
   • Findings
         – A disciplined schedule control process identifies the impact of scope
           changes on project/contract deliverables and objectives
         – Without schedule control, the schedule impact of new scope changes
           are difficult to distinguish from performance problems
Mid-Atlantic Operations

                  The Baseline Schedule
   • Represents the project team’s schedule commitment
   • Establishes target dates and time spans for the
     accomplishment of activities
   • Documents the project’s schedule assumptions
   • “Freezes” the original plan at the completion of the initial
     project planning, but . . .
         – Will and should change over the life of the project (e.g. new scope)
         – Should not be changed to match performance
   • Provides a time perspective to the project team
   • Sets a benchmark against which schedule performance is
     measured and forecasts projected ~ in order to better
     determine future courses of action
   • Correlates to project’s original cost estimate / budget
Mid-Atlantic Operations




               Developing the Baseline
                     Schedule
Mid-Atlantic Operations


            Identify the Project Activities
                   WBS
                Total Program
                                                 Activity List
                                                                              S OW
                                                •    Design
                                                •    Build
  1.0 System                           3.0      •    Test
                 2.0 Spacecraft
  Engineering                     Instruments




                                                Drawing Tree




                                                                 Previous Projects’ History
      Planning Meetings With Project Team
Mid-Atlantic Operations


    Determine the Activity Sequence
                                  External
                                Dependencies
                Activity List
               •    Design
               •    Build
               •    Test
                                               Constraints




                  Mandatory
                 Dependencies          Assumptions
Mid-Atlantic Operations


           Estimate Activity Durations
   The Schedule According to Engineering
                        Design
                                                          Build
                                                                  Test



   The Schedule According to Manufacturing
      Design
                                           Build
                                                                  Test



   The Schedule According to System Test
      Design
                          Build
                                                   Test
Mid-Atlantic Operations


          Develop The Project Schedule
                   8-1-01                   12-19-01
                            12-18-01                   1-29-02
                  FS                   FS                    FS
                          Design               Fabrication

                         100 days                30 days
8-1-01                                                            1-30-02          2-20-02             5-1-01
         8-1-01                                                         2-19-03         3-26-03                 5-1-01
  Contract                                                                    FS                  FS
                                                                   Assembly            Test               Deliver
  Award
    0 days                                                          15 days           25 days              0 days
  START ON             8-1-01                                                                              FNET
                             1-15-02
    8/1/01                                                                                                 5/1/01
                         Procure
                        Long Lead              FS
                  FS      Parts
                         120 days


                                                12-7-01 = Early Start
                                               10-10-02 = Early Finish
Mid-Atlantic Operations

          “Freeze” The Baseline Schedule                                     2001                    2002
        ID              Task Name      Duration Total Slack Jun   Jul   Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
         1   Contract Award             0d        26 d                   8/1




         2   Design                    100 d      26 d
                                                                  8/1                        12/18



         3   Procure Long Lead Parts   120 d      36 d
                                                                  8/1                            1/15



         4   Fabrication                30 d      26 d
                                                                                     12/19           1/29



         5   Assembly                   15 d      26 d
                                                                                             1/30       2/19



         6   Test & Delivery            25 d      26 d
                                                                                                 2/20          3/26



         7   Contract Delivery          0d         0d                                                                 5/1



               REV: Baseline 8-1-01
Mid-Atlantic Operations




                Controlling the Baseline
                       Schedule
Mid-Atlantic Operations


                          Schedule Control
      Schedule Control is the process of changing the project schedule in a
      timely, disciplined manner in response to a) new work scope, b) the
      need for a new schedule baseline, and c) recovery from actual project
      problems.
                                   Schedule
                                    Control



          Baseline                                            Workaround
                                  Replanning                   Planning
          Revisions


        REV A, REV B             New Baseline              Recovery Schedule
Mid-Atlantic Operations


          Baseline Schedule Revisions
      The revision process consists of modifying the baseline schedule with
      the incorporation of new authorized work scope.


           INPUT                   PROCESS                     OUTPUT

                                  Incorporate the
    ØBaseline schedule
                                  change into the         ØBaseline schedule
    ØContract
                               baseline schedule and       revisions ~ REV A,
     deliverables
                                  issue a revised          REV B, etc.
    ØNew scope
                                      schedule            ØContract delivery
    ØChange Requests
                                                           date modifications
    ØCustomer
     authorization
Mid-Atlantic Operations


        Schedule Revision Guidelines
   • Lock the baseline schedule away . . . but keep the key handy!
   • Customer contractual authorization needed before incorporating new
     scope into baseline schedule
   • Assume existing baseline schedule is in “on track” at the time customer
     authorizes new scope change
   • Incorporate the change into the existing “unstatused” baseline schedule
   • Do not use schedule reserve or slack to absorb impact of new scope
     changes
   • Review schedule revision with project team, change board and customer
   • Release formal baseline schedule revision to the project team
   • Continue management process: authorize work and budget to CAMs,
     submit claim proposal, modify contract, etc.
Mid-Atlantic Operations


      The Customer Makes A Change
       1                               2

                                                Contractor estimates RF
                                                Testing will take 10 days
           On 10-1-01, the customer
           adds a requirement for RF
             Testing to the contract




       3                               4             E VA
                                                 R


             “Unstatused” baseline         Revision A of the baseline
           schedule is modified with          schedule is issued
                 new RF Test
Mid-Atlantic Operations


           Baseline Schedule – REV A                                           2001                       2002
            ID              Task Name      Duration Total Slack Jun   Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul
             1   Contract Award             0d        26 d                 8/1




             2   Design                    100 d      26 d
                                                                      8/1                     12/18



             3   Procure Long Lead Parts   120 d      36 d
                                                                      8/1                         1/15



             4   Fabrication                30 d      26 d
                                                                                      12/19           1/29



             5   Assembly                   15 d      26 d
                                                                                               1/30      2/19



             6   Test                       25 d      26 d
                                                                                                  2/20          3/26



             7   RF Test & Delivery         10 d      26 d
                                                                                                         3/27     4/9



             8   Contract Delivery          0d         0d                                                               5/15



                        REV A: 10-1-01
Mid-Atlantic Operations


       Baseline Schedule Comparison

                            Baseline   REV A
                 Planned
                 Delivery   3-26-02     4-9-02
                 Contract
                 Delivery    5-1-02    5-15-02
                  Total
                  Float     +26 days   +26 days
Mid-Atlantic Operations


      Baseline Schedule Revision Matrix
                    Baseline   REV A       REV B        REV C
                    (8-1-01)   (10-1-01)   (12-6-01)    (2-4-02)
                                Add RF      Add UV     Delete Spec
                                 Test       Coating       1.5.3
     Planned
     Delivery       3-26-02     4-9-02      4-9-02      5-11-02
     Contract
     Delivery        5-1-02    5-15-02     5-15-02       6-17-2

         The baseline revision matrix helps both customer and
         contractor maintain visibility of the effect of new scope
         changes.
Mid-Atlantic Operations

    Without An Accurate Baseline Schedule

   • Projects may lose sight of their schedule
     objectives and commitments
   • Credibility and relevance of schedule performance
     and forecasts is questionable
   • Projects could lose schedule integration with cost
     plan
   • Contractors may have difficulty segregating the
     impact (schedule & cost) of new scope from the
     impact of technical or performanceproblems
Mid-Atlantic Operations


               Summary & Conclusions
   • The baseline schedule is a tool that should be
     modified as new work scope is authorized
   • An accurate baseline schedule is necessary to
     assess actual performance, put forecasts in
     perspective, and determine the significance of
     variances
   • A structured revision process is required to
     maintain an accurate baseline schedule

								
To top