Niwot Ridge Resources

A Source of Information for Mission Critical Systems, Management Processes, and Strategies

Earned Value

Much has been said about using Earned Value in the management of large complex projects focused in hardware development or construction.

EV can be applied to software development projects in the same way. Here's a collection of resources, web sites, and standards that provide the needed background for earned value.

Web Sites

 

APM's Earned Value site

Defense Systems Management College Earned Value Management Gold Card is a fold-over card with all the EVMS definitions and a simple graph.

DCAS Gold Practice Web Site contains earned value management links. Other sources are at the DCAS web site itself.
Department of Energy's EVMS site. This page can be used to move back to the DOE program management site where many other project management and program management resources exist.

Earned Value Maturity Model site contains profiles of EV maturity as well as white papers on maturity.

Earned Value Management

 

Technical Performance Management – is a plan of expected technical achievement to which the actual progress is compared using periodic measurements or tests.

 

Earned Value Management tools list at Defense Acquisition, Technology and Logistics site.

 

Defense Acquisition University has many resources on EVMS.

 

Nasa's Earned Value Management page

Another NASA EV site

 

NHH Enterprise EVMS site provides resources about EVMS for government projects.

wInsight is a commercial add on for MSFT Project that provides extensive EVMS views.

 

MTCA Performance Management Symposiums

 

MTC Australia articles

 

Defense Contract Management Agency

 

Project Knowledge Bank's Earned Value resource list.

 

Society of Cost Estimating and Analysis, SCEA National Conference proceedings

Earned Value Management Maturity Mode

 

US Navy EVMS Criteria

 

Practical Software & Systems Measurement is an issue-driven measurement process that will address the unique technical and business goals of your organization. The guidance in PSM represents the best practices used by measurement professionals within the software and system acquisition and engineering communities.

 

The Metric Center is a project management metrics site.

Department of Energy EVMS Resource center

 

Products

 

 

Ontrack

   

 

People worth reading

 

 

Quentin Fleming

  David S. Christensen

 

Earned Value Papers, Resources, and Guides

The following are links to papers helpful in understanding Earned Value management especially in the software development domain. They have been arbitrarily classified as Cost, Guide, Resource, Software. The Software papers have some particular aspects discussing software development projects.

Guide

 

Assessing the Realism of the Estimate to Complete, Eleanor Haupt, ASC/FMCE, Wright Patterson AFB, WinSight Users Group Meeting WUG 6 Presentations , 2003.
Cost

Costs and Benefits of the Earned Value Management Process, David S. Christensen, Acquisition Quarterly Review, Fall 1998.

Guide

A Simple introduction to EVMS at the Project Management magazine.

Guide

Earned Value Management Implementation Guide, NAVSO Pamphlet 3627

Guide

EVMS Maturity Guide (July 01, word doc)

Guide

Earned Value Management Implementation Guide (word doc)

Guide

Earned Value Management Implementation Guide (word doc). Another source from Los Angeles AF Base.

Guide

Simple overview of EVMS from the CIO's office of NOAA

Guide

EVMS Guidebook (word doc)

Guide

Using EVMS on COTS–Based Systems, CMU/SEI–2002–TR–022.

Resource

Papers, Speeches, and Presentations on EV

Guide

Earned Value Management (EVM): TOC/CAIV Workshop, Naval Surface Warfare Center, Acquisition Reform 2000.

Resource

EVMS Bibliography hosted by David Christensen

Guide

Project Management using Earned Value

Standard

EIA Standard: Earned Value Management Systems, EIA–748–A

Guide

Earned Value Clear and Simple, T. T. Wilkens in the US Army Corp of Engineers Project Management Web Depot

Software

Earned Value Management for Self Directed Software Teams, Steve Lett, Software Engineering Process Group, Lockheed Martin.

Cost

Evaluating the Accuracy of the Estimate at Completion,

Resource

Earned Value papers from OSD

Guide

Earned Value Body of Knowledge Quentin Fleming and Joel Koppelman,  30th Annual Project Management Institute 1999 Seminars and Symposium

Software

Earned Value Project Management a Powerful Tool for Software Projects, Quentin Fleming and Joel Koppelman

Cost

David S. Christensen's site. Dr. Christensen writes on many subjects, including earned value. Some important papers include:

Cost

Guide

Resouce

Walter Lipke's articles in Crosstalk on EV and related topics

Software

Using Earned Value to Manage Successful Software Projects, Paul J. Solomon

Resource

ACQ OSD Earned Value Paper site

Resource

Mike Tarrani's Project Management site discusses EVMS in the context of overall PM

Software

XP Transition Roadmap, Emmet C. Eckman III, is a paper discussing XP and EVMS!!

Cost

Project Management and Resource Constrained Scheduling using an Integer Programming Approach, Hector Sandion, et al,

Guide

Simple Progress Reporting, Neil Asworth

Software

Value based Feedback In Software/IT Systems, Barry Boehm

Cost

Gaining Confidence Using Return on Investment and Earned Value, Larry Smith and Todd Steadman, Crosstalk April 1999.

Software

Practical Software Measurement, Performance-Based Earned Value, Paul Solomon, Crosstalk, September 2001. This article discusses Performance Based EV as it can be applied to software projects.

Resource

Key Terms for Earned Value Technique

Guide

Earned Value Management: Project Management with the Lights On

Software

Using CMMI to Improve Earned Value Management, CMU/SEI–2002–TN–016

Software

The Curse of EVMS: Level of Effort, Always Quarantine LOE, Quentin Fleming

Guide

True Project Management is Earned Value Cost Management, Jari Välimäki, Project Management 3/95

Guide

Tutorial on Earned Value Management Systems, Dennis J. Frailey

Guide

The Practical Application of Earned Value Performance Measurement, Paul Harris

Guide

Earned Value for the Masses, Quentin Fleming, The Measurable News, Dec 2001

Cost

All the Right Behavior, David R. Webb, Crosstalk, September 2002

Software

Going from Performance Based Earned Value to CMMI, Paul Solomon, Crosstalk, September 2002

Cost

Single Point Adjustments: A New Definitions with Examples, David C. Bachman

Guide

Northrop Grumman's Four-Tier Approach to Earning Value, Tom Petro and Ken Milani, Management Accounting Quarterly

Guide

Managing with Earned Value, NAVAIR training presentation on EV basics for IBR teams (ppt)

Guide

Earned Value Basics, An Air Force presentation on EV basics

Resource

An "In House EVMS" site "Using EVMS in Government Facilities."

Cost

Technical Performance Measurement, Earned Value, and Risk Management: An Integrated Diagnostic Tool for Program Management, Commander N. D. Pisano, SC, USN

Cost

Technical Performance Measure is a critical aspect of EVMS. The following papers describe this subject.

Technical performance Measure: A Systematic Approach to Planning, Integration, and Assessment (Part 1). Linking TPM to Cost and Schedule (Part 2). Assessment Techniques and EV (Part 3)

TPM Retrospective Implementation and Concept Validation on the T45TS Cockpit-21 Program (zipped Word Doc)

From Performance Based Earned Value (PBEV) to CMMI, Paul Solomon, Northrop Grumman

Guide

Earned Value Management: Mitigating Risk Associated with Construction Projects, Quentin Fleming, Program Management, March–April 2002

Guide

Earned Value Business Management, Patrick Weaver, 6th Annual Australian Performance Management Symposium.

Guide

Managing Projects in the Corporate Environment: Things Every Executive / manager Should Know, Roger Parish, September 18, 2002 (2.1MB pdf)

Software

Power to the Programmer: Using Measurement to Optimize the Software Process at the Individual Level, Gerry Coleman and Rory O'Conner.

Cost

Earned Value Tracking, Oddur Benediktsson, University of Iceland

Software

Earned Value Management and Software Development, Susie Meyer and Norm Brown, Mitre Corporation

Guide

35 Criteria for Earned Value Management compliance

Resource

Earned Value Terminology

Guide

Earned Value Management "Fundamentals", Bob Carlson, Defense Acquisition University, 2002.

Software

Project Control, a discussion of EV concepts including level of effort.

Guide

Earned Value, Tom Rethard, and overview of EV concepts

Guide

Implementing Earned Value on Commercial IT Projects: A Practical Approach, Kym Henderson, Sydney Chapter, PMI, March 2002

Guide

Earned Value Management: How to Avoid the 90% Complete Problem, Sergio Gerosa, Alenia Spazio

Guide

Why Software Metric Programs Fail, Jim Pederson, Software Process Improvement Network (SPIN), provides a guide for defining a SOP which would include EVMS.

Guide

A bit off topics, but here is the DOE Project Management handbook as well as the Project Management Practices.

Along this line  is the Environmental Restoration Project Managers Handbook

Guide

The Value  of Earned Value, Marilyn McCauley, a nice presentation with simple EVMS examples.

Guide

Microsoft Project Best Practices, simple guide for getting the most out of MSFT Project, including the EV parts.

Guide

Draft Standard for Project Performance Measurement using Earned Value V5.6

Software

Extreme Programming Modified: Embrace Requirements Engineering Practices, Jerzy Nawrocki, Michał Jasiński, Bartosz Walter, Adam Wojciechowski, Poznań University of Technology, Poland

Software

Managing Software Projects with EVMS, Paul Solomon, Northrop Grumman Corporate, In Control Journal 13th Annual Conference Proceedings, 10(1), April 1997.

Software

Managing Software Project with Earned Value, Paul Solomon, 1999 Software Technology Conference, Salt Lake City, May 1999. All STSC Proceedings are online.

Software

Sizing Software with Testable Requirements, Peter B. Wilson, Auerbach Publications, 2000

Guide

Agile Acquisition and Transformation, Blaise Durant, Assistant Secretary of the Air Force.

Guide

Australian Performance Management Association

Guide

Goddard Space Flight Center Office of the Chief Financial Officer

Guide

The Seven Steps to Performance Based Services Acquisition

Software

Testable Requirements has several papers on sizing software projects and recording value using "testable" requirements concepts.

Software

Earned Value (EV) Management Model for Small Software Development Projects, Sandra A. Sanderson, Navy Mission Planning, 2001 Software Technology Conference.

Guide

Cost Benefit Analysis of Earned Value Management System Criteria, John R. Cole, Air Force Institute of Technology, Air University Research Web, 1997.

Guide

The Assessment of Program Manager's Perceptions of Importance of Stability to Overall Project Outcomes, Yigit Ben, Air Force Institute of Technology, Air University Research Web, march 2001.

Guide

Earned Value Management Maturity Model, Ray W. Stratton and Rick Hefner, STSC 2001 Proceedings.

Guide

Earned Value Management for Level of Effort Projects, CDR Gib Kerr, STSC 2001 Proceedings.

Guide

Value based Software Engineering, Barry Boehm and Li Guo Huang, IEEE Computer, Mach 2003

 

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