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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

National Defense Industrial Association (NDIA), ANSI/EIA 748C, A Standard for Earned Value Management Systems Intent Guide

January 2005

  • 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.

Project Management Institute (PMI), Practice Standard for Scheduling 2nd Edition

2011

  • 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.

Defense Systems Management College (DSMC) Scheduling Guide for Program Managers

October 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.
  • Direct Reference: DsmcSchedulingGuide.pdf

Bowman Interpretive Guide, Air Force Institute of Technology

September 1991

  • Discusses organizing, planning, budgeting, accounting, analyzing, and revising schedules.
  • Direct Reference: BowmanGuideAFIT.pdf

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.
Defense Acquisition University (DAU), Gold Card September 2010





IMS Specific Scheduling Guidance

Reference Document     Description

Air Force Instruction 63-101

07 March 2013

  • 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.
  • Direct Reference: AfInstructions63-101.pdf

Defense Contract Management Agency (DCMA), Integrated Master Schedule Assessment Guide, Rev 7

11 December 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

1 November 2012

  • 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.
  • Direct Reference: DefenseAcquisitionGuide.pdf 

Defense Acquisition Program Support Methodology

9 January 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.
  • Direct Reference: Def.AquisitionProgram.pdf

Depicting Schedule Margin in Integrated Master Schedules

May 2009

Data Item Description (DiD), 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.
  • Direct Reference: DI-MGMT-81650IMS.pdf

Department of Defense (DoD) Integrated Master Plan and Integrated Master Schedule Preparation and Use Guide

21 October 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.
  • Direct Reference: IMP/IMSprep&guide.pdf

Department of Defense (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.
  • Direct Reference: DodEVMIG.pdf

Government Accountability Office (GAO) Cost Estimating and Assessment Guide

March 2009

Government Accountability Office (GAO) Schedule Assessment Guide

May 2012

  •  This schedule guide is a companion to the Cost Guide. 
  • A reliable schedule can contribute to an understanding of the cost impact if the program does not finish on time. 
  • A schedule risk analysis allows for program management to account for the cost effects of schedule slippage when developing the life-cycle cost estimate.
  • A cost estimate cannot be considered credible if it does not account for the cost effects of schedule slippage.
  • Direct Reference: GAOScheduleAssessmentGuide.pdf

Navy CEVM Analysis Toolkit

August 2008

  • Contains steps for IMS analysis.
  • Contains NAVAIR 11 Point Program Schedule Assessment Methodology.
  • Contains NAVAIR SRA process.
  • Direct Reference: NavyCevmToolkit.pdf

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.
  • Direct Reference: NasaSchedMngemntHandbook.pdf

National Defense Industrial Association (NDIA), Program Management Systems Committee (PMSC), 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.
  • Direct Reference: NdiaPmsEvmsIntentGuide.pdf
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.

Data Item Description (DiD) DI-MGMT-81466, Contract Performance Report (CPR)

30 March 2005

  • Identifies format and required content for CPR Formats 1-5 (WBS, OBS, Baseline, Staffing, Explanations and Problem Analyses).
  • Direct Reference: DI-MGMT-81466CRP.pdf

Data Item Description(DiD) DI-MGMT-81468, Contract Funds Status Report (CFSR)

19 October 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.
  • Direct Reference: DI-MGMT-81468CFSR.pdf

Office of the Secretary of Defense (OSD) Acquisition, Technology and Logistics (AT&L), Defense Acquisition Executive Summary (DAES) Review Trip Wires

7 November 2006

  • Gives background on DAES Trip Wires Initiative.
  • Details trip wire metrics such as BEI, CPLI, SPI, CPI, TCPI, PMB Revisions, and Contract Mods.
  • Direct Reference: OsdAt&lDaesReviewTripWires.pdf

Defense Acquisition University (DAU) EVM BCF-262 "White Card" Side A, & Side B

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.
  • Direct Reference: DauEvmBcf262WhiteCardSideA.pdf DauEvmBcf262WhiteCardSideB.pdf

Naval Air Systems Command (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.
  • Direct Reference: NavairImsGuidebook.pdf