On The Road To Virtual Technical Reviews

1. On The Road To Virtual Technical Reviews Present Past Future William Fournier, SAIC fournierw@saic.com INCOSE WMA Chapter Meeting14 August 2007

2. Agenda • Introduction • Meeting Management • TR Best Practice • TR over Life Cycle • Summary

3. You Might be at a Dog & Pony TR if • Serve Primarily as Training Sessions • Detailed Problem Solving • Fancy Presentations no Details or Decisions to be made • Schedule Driven and Predetermined Outcome • No Preparation Work Completed • Plan on for Social Activities only • Surprises to Either Sides including title of TR • Non Prioritized Work Topics • No Action Item Plan • Not Tailored

4. Engineer Role • Tools and Processes of MM, PM and SE • Secondary Role • Human Element • Applied Psychology • Decision Brief not Preconceived Notion • Balance Product, People, and Processes

5. Blind Men and Elephant • “It was six men of Indostan “To learned much inclined Who went to see the Elephant • (Though all of them are blind). And so these men of Indostan • That each by observation Disputed loud and long. • Might satisfy his mind Each in his opinion • Exceeding stiff and strong, • The first approached the Elephant, Though each was partly in the right • ….. And all were in the wrong Moral • Is very like a wall!” • So oft theologic wars. • The second feeling of the tusk, The disputants, I ween, • …… Rail on in utter ignorance • Of what each other mean” • Is very like a spear!” • The Third approached the animal • …. • Is very like a snake!” • The Fourth reached out an eager hand • …. • Is very like a tree!” • The Fifth who chanced to touch the ear, • …. • Is very like a fan!” • The Sixth no sooner had begun • …….. • Is very like a rope!

6. TR References • Mil-STD-1521 B • NAVAIR SETR • My new directions book- lulu • How to make meeting work- Doyle & Straus • Articles like PM by Ken Crowe • Courses- DAU, Honour • Meeting Management- “ How to Make Meetings Work”, MPI • Project Management- PMI • Systems Engineering- SE Standards, handbooks, INCOSE

7. Meeting Process • Pre Meeting • Meeting • Opening • During • Closing • Follow up

8. Meeting Keys as Applied to TR • Purpose • Type • Plan • Participants, roles- facilitator, scribe(s) not dual headed • Agenda • Process/rules • Facilities • Follow up

9. TR Best Practice • Purpose: Maturity / Risk check • Tailored • Commitment/ Relationship / Trust • Risk/ Acquisition & CM strategy • Staff • Electronic Meeting Equipment • Location • Organization • Funding • Level

10. TR Preparation Long Term • Provide timely and effective incremental insight which is integrated and balanced. • Long Term • Event Driven w/ entrance & Exit criteria • Number, Length, Timing, number attendees • Fit with other formal & informal meetings • Commitment all parties • Necessary expertise • At Contractor Facilities

11. TR Preparation Near Term • Near Term • Exact attendees • Negotiated agenda • Proof not show • AI close out • Training • Side meetings • Ground rules

12. TR Entrance Criteria • What product progress • What associated process progress • Tailored for Risk & Acquisition Strategy

13. Technical Review Execution • Meeting Management- Roles/Agenda/Rules • Side Meetings • If parallel efforts integration at end of day • KISS • Reasonably specific

14. Technical Review Closure • AI- Name, Date, Specific details • AI Follow up plan • Decisions clear • AI timely & important

15. ASR/ACR FCA/PCA SRR SVR PRRs/RAR TRR PDR TR over Life Cycle SDR/SFR SSR CDR

16. SummaryThe Road to Virtual Technical Review Future Present Past

17. Ten Commandments of TR • Thou shall 1. Not make them training sessions 2. Not make them detailed problem solving sessions 3. Be Event Driven 4. Come to TR prepared 5. Not kill time 6. Not make them Dog & Pony shows 7. Not go without a plan 8. Not surprise anyone 9. Plan Action items 10. Tailor reviews