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CSEP Preparation Program

CSEP Preparation Program. Certification for Systems Engineering Professionals Overview . What is Certification?. Certification is a formal process whereby a community of performing, skilled representatives, such as INCOSE, warrant that a person has achieved competency in certain skills.

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CSEP Preparation Program

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  1. CSEP Preparation Program Certification for Systems Engineering Professionals Overview

  2. What is Certification? • Certification is a formal process whereby a community of performing, skilled representatives, such as INCOSE, warrant that a person has achieved competency in certain skills. • Licenses are permissions granted by a government entity for a person to practice within its regulatory boundaries. • Certification also differs from a certificate that documents the successful completion of a training or education program. The objective for the INCOSE Professional Certification Program is to provide a formal method for recognizing the knowledge and experience of systems engineers

  3. INCOSE CSEP Background • Systems Engineering Certification • 2001 – Survey of need for and interest in SE Certification • 2002 – Exam created • 2003 – Beta test (300 questions, 167 retained) • 2004 – First 50 people certified as CSEP • 2005 – CSEP program open for public enrollment

  4. CSEP Designation • What is the designation for a Certified Systems Engineering Professional? • CSEP • For example on a business card • John Doe CSEP, PMP . . • Jane Doe CSEP, PMP, PE . . . • What Organization certifies me as a CSEP? • International Council on Systems Engineering (INCOSE) • What proof will be given to me that I am a CSEP? • Wallet Card, Certificate, and Lapel Pin • INCOSE Certification Letter • INCOSE Database

  5. Fun CSEP Facts: What are these numbers? Number of CSEPS 84 50 Number of CSEPS – Pilot Program 34 Number of CSEPS – Post Pilot 40% Percent through CSM Prep Program In the pipeline 45 Numbers are approximate as of end of June, 2006

  6. Requirements for CertifiedSystems Engineering Professional (CSEP)* SE Experience - 5 years minimum in multiple SE disciplines Education – Bachelor’s degree/equivalent in technical field (Additional experience must be substituted for non-technical degree) • 5 more years of engineering for non-technical Bachelor’s (total 10 years) • 10 more years of engineering if no Bachelor’s degree (total 15 years) Recommendations from at least 3 Colleagues/Peers/Managers who are knowledgeable in Systems Engineering Certification Exam * Application and Fee Submittals Required • Application requires copy of degree transcript or diploma • Application fee is $400 – discounted to $300 for INCOSE members • Test fee is $80 payable to Testing organization at time of exam. INCOSE membership not required to participate in program

  7. What are the criteria for earning Systems Engineering Certification? • 1. Applicant’s education • Determines the extent of required experience • Supported by copies of college transcripts or degrees • 2. Applicant’s verifiable experience • At least five years of experience in systems engineering (technical degree) • Additional 5 years engineering experience if non-technical degree • Additional 10 years engineering experience if no degree • 3. Applicant’s advocates • At least three references are to be selected by the applicant • References must know and understand Systems Engineering • References must provide written endorsement verifying applicant’s systems engineering skills and experience • 4. Successful completion of an exam based on: • INCOSE Handbook Version 2a, and • ISO 15288 Systems Engineering — System Life Cycle Processes

  8. CSEP Exam Information The CSEP Exam is based on current INCOSE SE Handbook Version 2A which is available on INCOSE’s web site. • Exam cost is $80 per exam • Consists of 120 questions • 2 hours in length • Pass/Fail results provided immediately upon exam completion • Candidates eligible for two re-tests within the year • SE Handbook version 3 released in 2006. • Certification is good for 3 years

  9. INCOSE Application Center Completed Application And Fee Study Notify Applicant $ Application Development INCOSE Evaluation Take Cert Exam (Prometrics Test Center) Pay test fee 1. Verifiable Education Pass 2. Verifiable Experience ISO 15288 INCOSE SE Handbook Version 2a 3 year Certification 3. Applicant’s Advocates (three references knowledgeable about SE) Four to six weeks Two weeks Timeline Current Certification Process Applicant’s own pace Applicant has up to one year to pass the test (three tries 3 months apart). Test is scheduled directly with Thompson-Prometrics.

  10. Continuing Education Credits for Certification Renewal INCOSE requires 120 PDUs during the three-year certification period

  11. The Opportunity Based on the success experienced from PMI’s PMP certification program, CSEP can drive the same success for INCOSE, and our industry Qualify the value proposition for the industry We get to invent a NEW acronym! CSEP INCOSE has an opportunity to advance the industry,increase memberships and create broad visibility through its certification program The Bureau of Labor & Statistics (May 18, 2004), forecasts employment growth in the systems design and related service industry to be one of the fastest growing occupations thru 2012.

  12. CSEP Potential Impact PMP Experience INCOSE Opportunity* *Based on CSM’s projected forecast Based on historical data provided by PMI, the number of PMP’s today exceeds more than 116,000 or 78% of total members. CSM’s CSEP forecast using current market indicators suggests similar success!

  13. Market Trends Market Analysis Market Analysis (C.A.G.R.) $Billions A vertical view of CSM’s client base shows strong compounded annual growth rates (C.A.G.R.) with the largest coming from the aerospace manufacturing industry.

  14. Concentration of CSEP’s (as of 6/05/06)

  15. CSEP Application Discussion of the CSEP Application

  16. CSEP Application – SE Experience Section 5: Experience • Use additional pages as needed. • Describe at least five years of systems engineering experience performing tasks defined in Appendix A of the INCOSE application instructions (next chart). • Under “Your Duties and Responsibilities” include the depth of detail typically provided on a job resume about the SE tasks/functions you performed. • If you do not have a technical degree, describe your additional years of engineering experience required to qualify for certification. • Reverse chronological order is preferred. • Use the checklist at the end of this section as a summary of your SE experience.

  17. Experience Summary Table

  18. Experience requirement is only satisfied by RELEVANT Systems Engineering experience ACCEPTED by INCOSE Depth and Breadth of Experience and Education • Note: • Additional engineering experience must be substituted if you are lacking a technical Bachelor’s degree or equivalent: • A minimum of 5 additional years of engineering experience with Bachelor’s degree or equivalent in a non-technical field (total minimum of 10 years) • A minimum of 10 additional years of engineering experience with no degree (total minimum of 15 years)

  19. Depth and Breadth Examples

  20. Description Of Experience Must Be Clear And Direct. • Experience must convey your direct systems engineering involvement in tasks • Avoid terms like • Participatedon a team that … • Ledan effort to develop … • Wasinvolvedwith the planning of … • The following pages provide a reference of areas of Systems Engineering activities defined by the certification program and examples of direct language explanations

  21. Relating Life Cycle Phases to Vee Icon

  22. Identify: User needs Program objectives Technical development strategy Program metrics including product technical performance measures and key performance parameters Program resource needs in terms of equipment, facilities, and personnel capabilities Prepare Systems Engineering Management Plans (SEMP) Define Product Breakdown Structures Prepare Integrated Master Plans Prepare Integrated Master Schedules Prepare program Work Breakdown Structures 1. Technical Planning

  23. Analyze customer and stakeholder needs Develop Requirements Management Plan At each level (for selected concept) Generate/develop requirements Develop measures of effectiveness and performance Perform functional analyses Develop architectural concept Allocate or derive requirements (for next level) Implement Requirements Management Plans Ensure requirements quality Control requirements Maintain requirements database 2. Requirements Engineering

  24. Planning Develop Configuration Management Plans Defining Establish change control processes Establish and update baselines for requirements and evolving configurations/products Performing Implement Configuration Management Plans, including change control process Participate in configuration item identification and status accounting Approve technical changes prior to presentation to CCB Participate in CCB Participate in functional and physical configuration audits 3. Baseline Control Planning Defining Performing CCB = Configuration Control Board

  25. Planning Actions for all program metrics, including product technical performance measures and key performance parameters: Collect Analyze Report Status (track) 4. Technical Effort Assessment Planning Actions

  26. Actions Conduct audits and reviews Assess process and tool usage compliance Conduct capability assessments Recommend process and product improvements Implement approved process and product improvements 4. Technical Effort Assessment (Cont’d) Planning Actions

  27. Prepare Trade Study Plans At each level and as appropriate Identify alternate candidate concepts and architectures Evaluate concepts and architectures Select and optimize baseline candidate concept and architecture Conduct trade studies Document trade studies Prepare system/solution description documents 5. Design (Concept Architecture) Development

  28. Planning Develop Qualification, Verification, and Validation Plans Implement Qualification, Verification, and Validation Plans Defining Develop verification requirements Prepare requirements verification matrix and qualification certificates Develop pass/fail criteria Performing Conduct qualification, verification, and validation efforts and corrective actions Record results of qualification, verification, and validation efforts, and corrective actions 6. Qualification, Verification, and Validation Planning Defining Performing

  29. Enterprise Level Define enterprise processes Define enterprise best practices Project/Program Level Tailor enterprise processes for program/project applications 7. Process Definition Enterprise Project/Program Level

  30. 8. Tool Support • Specify requirements • Evaluate candidates • Select appropriate choice • Configure for use Actions for Systems Engineering computer programs and tools: Actions

  31. Develop Training Plans for Approved Systems Engineering processes and tools Implement Training Plans Develop training courses on processes and tools Give training courses on processes and tools 9. Training Enterprise Project/Program Level

  32. 10. Systems Integration • Planning • Define technical integration strategy • Develop Integration Plans • Defining • Develop integration test scripts • Develop and implement integration test scenarios • Performing • Develop integration procedures (based on integration plans) • Conduct and document integration tests • Track integration test results and retest status Planning Defining Performing

  33. Planning Develop Risk and Opportunity Management Plan Create Risk mitigation and Opportunity achievement plans Implement Risk and Opportunity Management Plans Performing Implement risk mitigation and opportunity achievement plans Identify risk issues and opportunities Assess risk issues and opportunities Prioritize risks and opportunities Track risk reduction opportunity achievement activities 11. Risk and Opportunity Management Planning Performing

  34. 12. Quality Assurance • Planning • Develop a Quality Assurance Plan • Performing • Implement the Quality Assurance Plan • Perform quality audits • Report quality audits • Defining • Define quality corrective actions • Track quality corrective actions Planning Defining Performing

  35. 13. Specialty Engineering • Planning: • Develop Specialty Plans covering: • Reliability • Maintainability • Supportability • Survivability • Security • Safety • Electromagnetic environmental effects • Environmental engineering • Human engineering • Logistics support • Packaging and handling • Implement Specialty Plans Planning Implement

  36. 14. Other • Many domains practice systems engineering but use specialized jargon and activities; the following are examples: • Intelligent Transportation Systems • Regional Architecture – example of a framework that identifies User Services and Market Packages for one or more metropolitan areas • Highway Development • Civil engineering uses Plans, Specifications, and estimates to progress through a design • Requirements come out of planning and long range forecast models • Medical – Clinical Trials – (process for developing a new drug) • Configuration management – that tracks every test performed without identification of individuals (HIPAA requirement) • Etc. • If you use this category, show the relationship of your experience to the thirteen areas above, and justify your effort as systems engineering. HIPAA = Health Insurance Portability and Accountability Act

  37. CSEP Application: Section 6 - References • Section 6: References • An application shall contain the names of not less than three persons who have personal knowledge of the experience on which the applicant predicates his/her qualifications and who are not related to the applicant by blood or marriage • An application shall contain the reference endorsements of not less than three persons … • References will be contacted by you • You will submit the list of references with the application • The references will submit their endorsement DIRECTLY to INCOSE • It is YOUR responsibility to • Select appropriate ADVOCATES for your certification application. • Let your references know what experience and performance you are citing as evidence of your qualifications for certification

  38. Let your ADVOCATES know that they may be contacted. Verify that each ADVOCATE’s contact information is current. Note: The correct INCOSE term is “References”; We are using the term “Advocates” to emphasize the proper role of your references. CSEP Application: Section 6 - References • Reference 1: • Name: ______________________________________________________________ • Address: ____________________________________________________________ • E-mail Address: ______________________________________________________ • Phone Number: ______________________________________________________ • Reference 2: • Name: ______________________________________________________________ • Address: ____________________________________________________________ • E-mail Address: ______________________________________________________ • Phone Number: _______________________________________________________ • Reference 3: • Name: ______________________________________________________________ Section 6: References (An application shall contain the names of and reference endorsements of notless than three persons, not related to the applicant by blood or marriage, who have personal knowledge of the experience onwhich the applicantpredicates his/her qualifications.)

  39. Characteristics of a “Good” Advocate • Ensure the advocates you select can provide positive information about your Systems Engineering experience • Select advocates who have Systems Engineering knowledge sufficient to judge your skills – • An advocate needs to convince INCOSE evaluators that the advocate understands Systems Engineering • Your current or past supervisors may – or may not – be good advocates for you IMPORTANT – Tell your advocates what Systems Engineering tasks you performed while you worked with them…

  40. Next Steps • Finalize your application form • Be sure to communicate with your references • Submit the application to INCOSE • Upon acceptance from INCOSE, schedule you certification examination with Thomson Prometric (directions will be included in your acceptance letter)

  41. The Certification Examination • Computer-based examination • Given at Prometric testing centers • 120 multiple choice questions from the INCOSE Systems Engineering Handbook and ISO 15288 • Study Hard! • You must understand these two documents to pass the test. • Two hour time limit • Immediate notification of results The INCOSE website shows a question typical of what might be on the examination. CSM has also developed a set of illustrative questions. .

  42. CSEP Value Propositions • Business Value Propositions: • Standardization drives predictable results that impact bottom line • Reflects positive investment in staff--greater employee retention • Increased competitiveness in pursuit of new business (key differentiator) • Individual Value Propositions: • Formal recognition of professional’s expertise and experience • Higher compensation – PMP’s averaged more than 14% increase in 2004 • Enhanced employment prospects Certification offers value to business and professionals!

  43. CSM’s CSEP Preparation Program • Three Point Program: • One-day application workshop • Two-day INCOSE handbook review • Just-in-time support • Multiple Delivery Methods: • Open enrollment • On-site training • CSM partners • Course Content: • Guide professionals in organizing a strong application • Handbook overview • Assess individual strengths and weaknesses and together we develop study guides with students • Multiple practice tests

  44. CSM’s CSEP Preparation Program – Continued • Available Delivery Methods: • On-site (dependent on class size) • At CSM Headquarters (Vienna, VA) • Available Dates: • Offered monthly • Visit http://www.csm.com/Pages/SitePage-client-impact-training.shtml

  45. CSM’s CSEP Preparation Program – Continued • What is Included: • Application Workshop • 2-day Handbook Review • Practice exams (Pre & Post) • Course Materials • Study Guide • INCOSE Handbook V.2a • Follow-up and Coaching

  46. Pg 79, ¶ 5 Sample of Practice Test Questions • What are two aspects of the definition of concurrent engineering? (Choose two.) • All technical disciplines are involved as requirements are developed. • Products and their related processes are developed simultaneously. • All technical disciplines are co-located during definition. • Ensure that system engineering staff are available throughout the development. This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEHv2a), however it was created for a CSM client by CSM and Prometric, and is used with permission.

  47. Pg 79, ¶ 5 Question 1-10 • What is a best practice for concurrent engineering? • Ensure monthly meetings of technical staff. • Ensure continuous integration of the entire product team. • Ensure that the team fully understands all the user requirements. • Ensure the availability of state-of-the-art systems engineering tools. This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEHv2a), however it was created for a CSM client by CSM and Prometric, and is used with permission.

  48. Pg 81, ¶ 1 Pg 88, Fig 7-6 Question 1-11 • Which two factors are critical for Integrated Project Teams (IPT) implementation? (Choose two.) • The team is co-located. • To be effective, team members must maintain a constant level of involvement during development. • The team should be empowered with the authority to match its responsibility. • Each team has at least 5 full time equivalent members (SE, design engineering, manufacturing, SW development, system test). • The team has cost, schedule, and performance responsibility. This question IS NOT from the INCOSE Certification Exam. The format and content are similar (based on SEHv2a), however it was created for a CSM client by CSM and Prometric, and is used with permission.

  49. Next Steps Prepare application carefully. Get application critiqued. Line up qualified references. Study Hard! Remember that you need to understand the Systems Engineering Process as defined in the INCOSE Handbook, version 2a, and ISO15288. Consider CSM’s CSEP Preparation Course • We wish you good luck and success in your CSEP journey!

  50. Thank You! For additional information of CSEP Preparation Courses contact: Kevin Magee kmagee@csm.com 1-703-852-3341 © 2005 Center for Systems Management, Inc. 1951 Kidwell Drive, Suite 750 Vienna, VA 22182 (800) 486-8090 www.csm.com

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