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REQUIREMENTS MANAGEMENT CERTIFICATION TRAINING— Status & Implementation

REQUIREMENTS MANAGEMENT CERTIFICATION TRAINING— Status & Implementation. Patrick Wills Director, Executive Programs Defense Systems Management College School of Program Managers Defense Acquisition University patrick.wills@dau.mil (703) 805-4563 28 March 2008. Purpose.

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REQUIREMENTS MANAGEMENT CERTIFICATION TRAINING— Status & Implementation

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  1. REQUIREMENTS MANAGEMENT CERTIFICATION TRAINING—Status & Implementation Patrick Wills Director, Executive Programs Defense Systems Management College School of Program Managers Defense Acquisition University patrick.wills@dau.mil (703) 805-4563 28 March 2008

  2. Purpose • Review the Background and Information to Date Concerning the Curriculum Development and Actions to Establish the Requirements Management Certification Training Program • Review Conference/Working Groups Outcomes • CBP Continuous Learning Module (CLM) Pilot/Beta Test • Review Current Thinking Concerning Delivery, Maintenance, and Resources • Next Steps

  3. Strategic Direction QDR 2006 • Defeat terrorist networks • Defend the homeland in depth • Shape the choices of countries at strategic crossroads • Counter the acquisition and use of weapons of mass destruction QDR 2005

  4. Threat vs Capability Based Planning Joint Capabilities Integration and Development System (JCIDS)- 4 years old Requirements Generation System (RGS)- ~30 years of experiences Strategic Direction Partially Interoperable Capabilities Joint Warfighting Concept Development Late Integration Joint Experimentation, Assessment & Analysis,Validation, Selection of Solutions Services Build Systems Service Experimentation, Assessment & Analysis,Validation, Selection of Solutions COCOMs, Services’ Unique Strategic Visions Joint Capabilities Service Unique Strategic Visions and Requirements

  5. Strategic Guidance And Desired Effects Capabilities-Based Planning (CBP) Joint Concepts (J7) Analytic Agenda (OSD (P)/J-8) Strategic Guidance (OSD (P)) • Defense Planning Scenarios • Multi-Service Force Deployment • Operational Availability Studies • Global Force Management • CJCSI 3010.02B • Joint Operating Concepts (JOCs) • Joint Concept Development & Experimentation Process Guide • JCDE Campaign Plan • Joint Concepts • DPS – Blue Force CONOPS • National Security Strategy • National Defense Strategy • National Military Strategy • Contingency Planning Guidance • QDR Report • Guidance for Development of the Force • Joint Programming Guidance CBP Force Management Adaptive Planning PPBE (OSD (C/PA&E)) JCIDS (J8) DoD 5000 (OSD AT&L) • Concept Decisions • Defense Acquisition Boards • Acquisition Decision Memos • Selected Acquisition Reports/ Defense Acquisition Executive Summaries • Capability Portfolio Management • Program Objective Memorandum/ Budget Estimate Submission • Program Review • Program Decision Memos/ Program Budget Decisions • President’s Budget • CJCSI/M 3170.01 • JROC Validation and Approval of JCIDS Documents • Functional Capabilities Boards • Evaluation of COCOM Needs (lessons learned, joint urgent needs, etc.) Delivered Capability to the Joint Warfighter Common Lexicon – Joint Capability Areas

  6. Requirements Management Certification Training Program • Section 801 of FY 2007 National Defense Authorization Act • The [USD(AT&L)], in consultation with [DAU], shall establish competency requirements and a training certification program for DoD personnel responsible for generating requirements for major defense acquisition programs (MDAPs) • The certification requirement becomes effective September 30, 2008. The [SecDef] will be required to provide Congress with an interim report on the program by March 1, 2007, and a final report by March 1, 2008 • According to the conference report, the certification program should address: • The interrelationship between requirements, budget, and acquisition processes commonly referred to as “Big A” acquisition, • The importance of the development of joint operations requirements, • The need to develop program requirements early in the acquisition process and “the adverse effect” of developing new program requirements after Milestone B, and • The importance of developing technologically mature requirements and determining alternatives available to fulfill requirements

  7. Competencies • Developed through a series of collaborative workshops with representation from across Components (Dec 06 – Jan 07) • Identifies what a Requirements Manager must know or do • 6 Functional Areas • Concepts, Strategic Direction and Mission Tasks • Joint Capability Integration and Development System (JCIDS) • Acquisition (includes program planning, systems engineering, and test and evaluation) • Planning, Programming, Budgeting and Execution (PPBE) (includes cost estimating) • Interfaces (organizational and process) • Tools, techniques and analyses • 24 Major Themes • 112 Competencies

  8. Initial Guidance on Who to Train • Personnel involved in Force Development and Materiel Development activities • This includes anyone from any organization who writes, reviews, or comments on documents associated with force development or materiel development activities. • Includes, e.g., J7 Concept Writers, OSD PA&E, Testers • Assignment Specific Training – Not a Career Field • Obtain Community Agreement/Consensus (Aug Workshop) FY07 National Defense Authorization Act, Section 801, “Requirements Management Certification Training Program:” “The Under Secretary of Defense for Acquisition, Technology, and Logistics, in consultation with [DAU], shall develop a training program to certify civilian and military personnel of the [DoD] with responsibility for generating requirements for major defense acquisition programs”

  9. Phased Development • Phase 1 – Level I (Basic) Requirements Management Certification Training -Capabilities Based Planning (CBP) Continuous Learning Module (CLM) • Sets the Framework for “Big A” for both Requirements Management and as a “Common Introduction Point” • Comprised of 1 Module and 6 Lessons • 26-27 Sept 2007 Pilot/Beta Test (Successfully Completed) • CLM On-line 12 Oct 2007 • Phase 2 – Level II (Core) Requirements Management Certification Training Distance Learning (DL) • Comprised of 18 Lessons • Requires Instructor Support On-line • Pilot/Beta Test June 2008 • DL On-line July 2008 • Phase 3 – Level III (Advanced) Resident Training • Analytical/Scenario/Simulation Based • Pilot/Beta Test 2009 • Resident (Classroom) Training Commences FY2009 The DoD Needs a Common Understanding of Requirements Between the Requirements Managers and the Acquisition Community to Ensure the Capabilities Delivered are What the Warfighters Need. Future Requirements Development will occur in a Constrained Environment.

  10. Training and Certification Concept Level III (Advanced) Certification Level I (Basic) Certification Level II (Core) Certification CLM 041 Capabilities Based Planning Resident Advanced Requirements Management Course DL Core Requirements Management Certification Course • Knowledge based • GS 5 – 15 • E5 – E9 • O1 – O6 • GO/FO/SES& Industry Equivalents • Application/ knowledge based/tool based • GS 5 – 15, E5 – E9, O1 – O6 • General/Flag Officers, SES Civilians Industry Equivalents • Analytical/Case/ • Scenario based • Mil/Civ Grades TBD 4-Day Resident Training + Relevant Operational or Analytical Domain Experience 24-30 Hours Internet/online Collaborative Phase + Relevant Operational or Analytical Domain Experience 4-6 hours online Required within 60 days of being assigned function/job (required to meet the 30 Sept 2008 Congressional mandate) Required within 6 months of being assigned function/job (after 30 Sept 2008) Potential Level III “Core Plus” Continuous Learning through CL, DL, Resident Training (Desirable for Career Path) Potential Level I “Core Plus” ACQ`101 (Desirable for Career Path) Potential Level II “Core Plus” ACQ 201 (Desirable for Career Path) Mandatory for Requirements Certification

  11. Conference Outcomes • Reviewed CBP CLM Prototype • Received feedback from SME’s • Developed examples for remaining CBP CLM lessons • Identified sample population for Pilot/Beta review • Jump started certification process • Refined Requirements Manager Definition • Redefined “Requirements Manager” as one who generates MDAP requirements IAW Sec 801 (must certify) • Distinct from the DoD expanded goal of certifying those who support MDAP execution (should certify) • Prioritization for training pipeline • Arrived at consensus on alternatives for certification infrastructure • Vetted Delivery Strategy Options • Lead for classroom delivery • OPR(s) to maintain online content support • Ensure currency and relevancy • Frequency for updates

  12. Conference Outcomes (Con’t) • Stood-up Curriculum Development Users Group • Identified ongoing SME support from OSD, J8, Services, Combatant Commands • Validated the mapping of the competencies to proposed lessons and ensured the objectives were correctly identified • Commented on the Module/Lesson Topics and Delivery Mode • Fleshed out the lessons content • Scoped out the amount of rework, integration, and new development which will be necessitated for Phase 2 • Proposed a delivery and maintenance strategy for the program, and supporting budgetary documentation

  13. CBP CLM • Pilot/Beta Test Conducted 26-27 Sept 07 • Participants: J8, J6, AT&L & DAU SMEs • Very favorable comments • Numerous suggestions implemented before deployment • Other comments will be incorporated in the next update (March 2008) • CBP CLM Deployed 12 Oct 07 (Originally projected 15 Oct 2007) • Defines the Capabilities-Based Planning (CBP) Framework and identifies the internal processes aligned by the framework • Synchronizes the inputs and outputs of the CBP internal processes • Delineates roles and responsibilities of CBP internal processes and process owners • Initial user feedback/comments extremely favorable • “My staff is already taking the CLM...they're very impressed with the training, and it's very helpful” • “Requirements Management Training is long overdue, the quantity and quality of the training is right on the mark” • 1,500 completed; 142 registered

  14. Issues/Next Steps • VJCS/AT&L Policy Memorandum To Provide Guidance And Definition Concerning Certification (Need By End of April 08) • Certification criteria • Define operational or analytical domain experience • Determination of Requirements Community Definition/Certification Criteria • Components • Refine “numbers” (End of March 08/On-going) • Priority 1 positions = 801 mandatory • Priority 2 positions = those supporting MDAP execution • Priority 3 positions = all others • Define Plans to Manage and Track Certification (End of April 08) • Components are responsible to track/report progress against Statute • Use standard training system; add profile at front of registration process • Identify additional data fields needed for tracking & reporting those who generate MDAP requirements • DAU will have visibility on who was trained • Components have responsibility to report progress against baseline requirement of people in positions requiring certification • Priority 1 positions = 801 statutory “generate MDAP requirements” • Priority 2 positions = those supporting MDAP execution • Priority 3 positions = all others • Service/Agencies will need to provide Names by 1 June against Priority 1 positions • Allows management of priority positions/people to meet Sep 08 Congressional Mandate • User Registration for DL/Resident Training

  15. Issues/Next Steps • DAU Implements the Delivery and Maintenance Strategy for the Program • DAU implications (mission, funding, resources, and facilities) • Funding Strategy for Delivery/Maintenance • Section 852 2008 National Defense Authorization Act (NDAA) • Final Report to Congress March 2008 (Leads A&T and JS J8) • Final draft in staffing • Complete Phase 2 Curriculum Development and Online Training • Beta Test/Pilot May 2008 • DL Online July 2008 • Commence Detailing Scope and Complexity of Phase 3 • Prepare statement of work • Classroom training commences FY2009 • Stand-up Requirements Management Community of Practice (COP) • 2008 Success Criteria • Personnel in Priority 1 Positions completed Level 1 Certification • Phase 2 Distance Learning Module completed/on-line July 2008 • Personnel in Priority 1 positions completed Level 2 certification • Awareness Video with Dr. Finley, MG Troy, and Mr. Anderson

  16. QUESTIONS?

  17. BACKUP

  18. Integrated Master Schedule FY 07 FY 08 FY 09 1 2 3 4 1 2 3 4 1 2 OSD AT&L/JS J8 Requirements Management Certification Training Program Memorandum OSD AT&L Final Report to Congress OSD AT&L/DVJ8/DAU IPR OSD AT&L/DVJ8/DAU IPR FCB 0-6 Integration Briefing OSD AT&L Interim Report to Congress OSD AT&L/DVJ8/DAU IPR GO/FO Briefing OSD AT&L/DVJ8/DAU IPR FCB 0-6 Integration Briefing OSD AT&L/JS VDJ8 Memo Components to Identify Requirements Management “Targeted Position” Resident Training Commences Develop Resident Training (Simulation/Case Based Analysis) OSD AT&L/JS J8 Requirements Management Certification Training Program Memorandum Project Assumptions Requirements Manager Competencies Review Working Group Pilot Resident Training (Simulation/Case Based Analysis) Today SME’s/Resources Identified Contract Award/Kickoff DL Available Learning Assets Identified (DAU & DoD Schools) Train the Trainer Project Management Plan REQUIREMENTS MANAGEMENT CERTIFICATION TRAINING Target Audience Analysis Requirements Management Certification Training Working Group Course Design Document Analysis of Assets & Requirements for CLM/DL Development Prototype Development RM Contractor Support Hired Story Board Review Draft Objectives & Assessment Strategy Programmed Lessons RM Module Readiness Content Template PDR TRR Module Authors Populate Content w/Template CDR OSD AT&L/JS J8 Requirements Management Certification Training Program Memorandum Modules Authors Kick-Off Meeting Pilot/BETA Review Requirements Document Developed BETA Review Report Video on Demand Module Authors Refine Objectives/Test Questions/Content Outlines Stakeholders/RM FIPT Buy-in (DAU) DL Online DAU Catalog Listings Submitted DAU FY07/08 Initial Resources Identified SOW’s for CLM/DL Development

  19. CL/DL/Resident Course(s)(Phase 2 & 3) • From the Initial Review of Learning Assets and Competencies, 17 Lessons and a Capstone Exercise (Lesson 18) Were Identified • Lesson 1 Requirements Management Overview • Lesson 2 Identifying and Fulfilling DoD Requirements • Lesson 3 Acquisition as a Method of Fulfillment • Lesson 4 Test and Evaluation to Validate the Product Meets the User’s Needs • Lesson 5 Business, Cost Estimating, and Financial Management • Lesson 6 Logistics Capabilities and Sustainment • Lesson 7 Science and Technology • Lesson 8 Systems Engineering • Lesson 9 Preparing a Requirement – How to • Lesson 10 Analysis and Assessment • Lesson 11 Staffing and Validation • Lesson 12 Supplementary requirements Document Process • Lesson 13 ICD Nuts and Bolts • Lesson 14 CDD Nuts and Bolts • Lesson 15 CPD Nuts and Bolts • Lesson 16 Building performance Attributes and Key Performance Parameters • Lesson 17 Building a Capabilities Based Requirement • Lesson 18 Capstone Exercise (Resident Training)

  20. Areas of Emphasis in “To Be” CBP • Clarify who makes decisions about what, and how military advice should be structured to influence national level decision-making • Focus on inputs and outputs vice process • Focus senior leader attention on most pressing military issues • Let Services/CSAs address rest – manage by exception • Formalize current processes addressing immediate issues • Clarify and align time frames for concepts and analysis – implementation 1st Qtr FY07 • Near term – budget year +1 (2009) • Mid term – FYDP +1 (2014) • Long term – FYDP +11 (2024) • Enforce fiscally constrained planning in all time frames (no “bow wave”) • Assess performance • Need baselines…need metrics

  21. Capabilities Based PlanningTake-Away • The Environment has changed • JCIDS is a deliberate process to deliver an adaptable force • There are six elements to Capabilities Based Planning • JCIDS (4 yrs old) is the ‘Requirements’ element of CBP • Senior leaders are involved early in Capabilities Based Planning • Strengthening Joint Interdependence • Work with the Functional Capabilities Boards and JCIDS • Assess the Most Pressing Military Issues

  22. Joint Capabilities Integration and Development System • JCIDS is one portion of the entire CBP process • JCIDS was implemented as a 70% solution • Issues with the JCIDS process are resolved as identified • Provides an enhanced methodology to identify and describe capabilities gaps and redundancies • Helps to prioritize capability proposals • Facilitates joint review of capability proposals independent of ACAT (Acquisition Category) • Engages the acquisition community early • Improves the identification of non-material alternatives • Improves collaboration with other departments and agencies Continuous Improvement Support Flexibility and Agility Maintain Relevance

  23. What is JCIDS? What is a JCIDS responsibility… • Ensures the joint force has the capabilities to perform across the range of operations • Is a primary interface to the DoD acquisition system • Implements an integrated process to guide new capabilities development • A key linkage on how the future joint force will fight • Provides the analytic baselines to support studies to inform capability development • Leverages expertise to identify improvements to existing capabilities and to develop new warfighting capabilities What is NOT a JCIDS responsibility… • Is not capabilities-based planning • Is not DoD 5000 • The JROC is not JCIDS • Joint Concepts are not JCIDS • The Analytic Agenda is not JCIDS • Is not designed to obtain or address near-term funding or urgent warfighting needs (JRAC) but some changes are being considered to make more agile

  24. JROC Organization JROC DECISION CHAIN JROC MEMBERSHIP • Chair: VCJCS • Council Members: • Vice Chief of Staff, Army • Vice Chief of Naval Operations • Vice Chief of Staff, Air Force • Assistant Commandant of the Marine Corps FINAL DECISION AUTHORITY CJCS CJCS ADVICE TO SECDEF JROC JROC RECOMMENDATION APPROVAL/ TOP LEVEL GUIDANCE JCB ISSUE DEVELOPMENT FCB INITIAL ISSUE REVIEW FCB WG ANALYTIC FOUNDATION JROC: Joint Requirements Oversight Council JCB: Joint Capabilities Board FCB: Functional Capabilities Board FCB WG: Functional Capabilities Board Working Group COCOMs have a standing invitation to attend all JROC sessions

  25. Functional Capability Boards Command & Control Focused Logistics Force Management Battlespace Awareness Maj Gen Hostage JFCOM J-8 RDML Prendergast JS J-4 Ms Disbrow JS J-8 Brig Gen Grundhauser JS J-2 Force Application Joint Training Force Protection Net-Centric Brig Gen Basla JS J-6 Brig Gen Feest JS J-8 Mr Bonnet JS J-7 Maj Gen New JS J-8 FCB Membership: (O-6 level) Services Combatant Command Reps OSD (AT&L) OSD (I) USecAF (Space) ASD NII/ DOD CIO D, PA&E DIA Rep (Threat) Mission Rqmts Board Exec Sec’y (BA FCB) Other DoD Agencies as necessary

  26. Force Application Focused Logistics Force Management Net-Centric • Engagement-Kinetic • Conventional Attack • Nuclear Attack • Close Combat • Joint Fire Support • Engagement-Non- • Kinetic • Psychological Operations • Electronic Attack/ Directed Energy • Computer Network Attack • Maneuver • Land Combat Operations • Maritime Operations • Air Combat Operations • Space Combat Operations • Deployment & Distribution • Joint Deployment Process Owner • Unit Movement Systems • Mobility • Support Helicopters • Cargo Aircraft • Sustainment Ships • Sustainment • Industrial Base • Maintenance Equipment • Cargo Parachutes • Force Health Protection • Vaccines • Medical Equipment • Dental Equipment • Logistics C2 • GCSS • In Transit Visibility • Operational Engineering • Family of Loaders • Engineer Equipment • Deployment & Distribution • GIG Infrastructure & Services • Data Transport & Storage • Dissemination • Info assurance • SATCOM • Navigation, broadcast systems • Enterprise Services • Info Management • National to Tactical C4I Integration • Multinational Info Sharing • National & Strategic C2 Sharing • Horizontal C2 Integration • Cross-functional Net- centric Integration • Legacy Communications Systems • Readiness • Joint Manning • Global Posture • AC/RC • Force Generation • Command Relationships • Global Visibility of force structure issues • Force Management Data Construct • Building Global Force Management (GFM) Capability FCB Portfolios

  27. Command & Control Battlespace Awareness Force Protection Joint Training • Personnel Protection • Anti-terrorism • Combat search & rescue • Explosive Detection & Defeat (EOD) • Insensitive Munitions & ordnance & wpns safety • Critical Asset Protection • Aircraft Defensive Systems • Ship Defensive Systems • Electronic Protection • Critical Infrastructure Protection • COG/COOP • Homeland Security • Air & Missile Defense • Ballistic Missile Defense • Air & Cruise Missile Defense • Interagency Homeland Air Security • Consequence • Management • Proliferation Control • CBRN • Command & Control of • Battlespace Awareness • Assets • Synchronize ISR operations • Task, dynamically re-task & monitor assets • Execute Collection • Persistent Surveillance • Employ human resources • Measure & monitor environmental conditions • Exploit & Analyze • Recognize targets • Distribute processing • Information fusion • Enable analyst collaboration • Defeat denial & deception • Model, Simulate, Forecast/ • Predict • Predictive analysis • Integrate adversary & friendly information • Manage Knowledge • Smart pull/push information • Share plan visibility • Content management • Integrated JBMC2 • SFJHQ • DJC2 • JNTC • Integrated Joint Fires • Capabilities • Advanced C2 Concepts • Effects based planning • Effects based operations • Operational Net Assessment • Situational Awareness • (Red/Blue) • Combat Identification • Collaborative Information • Environment • Common Operational • Pictures • Adaptive Mission • Planning & Rehearsal • Enterprise-level processes (JTIMS, JEL) • Policy (JLL, TC AoA) • People as a resource • Training (COCOM exercises, JKDDC) • Education • Content (JLL) • Training Enablers (MTG, UJTL) • Organization (SJFHQ, training standards) • Facilities (JNTC) • Materiel (SAGIS) FCB Portfolios

  28. Founding Directives • QDR 2001 • Concept development & experimentation is one of four transformation ‘pillars’ • Joint Defense Capabilities Study, Jan 04, “Aldridge Study” • Concepts identify joint needs • Transformation Planning Guidance • Joint warfighting concepts are key to transforming how we fight • Directed an overarching concept and four Joint Operating Concepts (JOC) • Strategic Planning Guidance • Joint concepts are key to developing a wider range of future capabilities and identifying shortfalls • Directed six Joint Integrating Concepts (JIC) • QDR 2006 + Execution Roadmaps

  29. Technology Development System Development Technology Development System Development ICD JCD Production CPD CPD Production CDD CDD Agile DOD End-to-End Concepts, Capabilities, and Acquisition Process • Refined concept • Analysis of Alternatives • Technology Development Strategy • SoS System Engineering • Revise KPPs • Detailed design • System integration • DT&E • LRIP • IOT&E • Affordable military-useful increment • Technology demonstrated • Initial KPPs • SEP • GDF • Defense Planning Scenarios • Family of Concepts • Transforma-tion Capabilities Based Assessment • LRIP • FOT&E • Non-materiel solutions • Materiel solutions • S+T initiatives • Experimentation • Capabilities • Tasks • Attributes • Metrics • Gaps • Shortfalls • Redundancies • Risk areas Concept Decision MS “A” MS “B” MS “C” activity Functional Area Analysis Functional Needs Analysis Functional Solutions Analysis Select a Joint Integrating Concept Develop Concept Analysis of Alternatives Technology Development System Development Production CPD CDD Capability Based Assessment Evolutionary or Spiral Development Army Navy USMC FCB OSD/JCS COCOMs Air Force Services COCOM OSD (AT&L) DIA Identifying criteria based review for multiple on and off ramps OSD (NII) OSD (PA&E) oversight SecDef OSD (AT&L, PA&E), Services and OSD (DOT&E) -- Joint Staff (JROC) Joint Chiefs of Staff & Joint Requirements Oversight Council Joint Staff / OSD Joint Staff (OSD) Capabilities Definition Acquisition and Test Concept Refinement Policy COCOM/Service Near-term Capabilities As part of the agileprocess IPLs, LL, GWOT, DCRs, ACTDs, JUONs, etc. PPBE (PDM, PBD) JRAC

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