Add/Edit a Project data entry screens

In brief—What to enter in your Project History profile.

 

Key Project Information:

Enter all projects you have worked on in your professional career with emphasis on the last 10 years.

      Project Name: (Required)

Enter the name of the project that you worked on and include the phase of the project, if known and if applicable. [Examples]

      Company/Division: (Required)

Enter the company name of the organization where you worked along with the division name. Please use the formal company and division names. [Examples]

If your previous employer changed names since you worked there (and you know both names), please enter the current company and division name, followed by the previous company and division name in parentheses. [Example]

      My Start Date: (Required)

Select the start date of your work on the project from the pop up calendar or type the date as MM/DD/YYYY. The start date must be earlier than the end date.

      My End Date: (Required)

Select the end date of your work on the project from the pop up calendar or type the date as MM/DD/YYYY. The end date must be later than the start date.

 

Project Role(s) and Impact Statement(s):

Use the two step process to link your role and impact statement to a project. (Max 10)

Step 1: Select role and enter impact statement

      Project Role: (Required)

Select the role from the drop down menu that you want to link to this project. The drop down menu will display all your roles previously entered in the Deployment Roles tab. If your role for this project is not listed, enter a new role from the Deployment Roles tab. [Examples]

      Impact Statement: (Required)

Briefly describe (minimum 140 characters and maximum 255 characters) the impact you had on this project while performing this role. Focus your impact statement on your most important duties and accomplishments. [Examples]

Please select one of the following role categories to view the guidance questions for an Impact Statement:

 

Management Consulting:

      Executive Advisor (TBD)

      Management Consultant

 

Capture Support and Proposal Development:

      Senior Capture Advisor

      Capture & Proposal Professional

      Basis of Estimate & Pricing Consultant

      Proposal Writer

      Proposal Coordinator

      Orals Lead / Coach

 

Integrated Program Planning & Controls:

      Senior IPP&C Advisor

      EVMS Consultant

      Planning / Schedule and Cost Consultant

 

Technical Management and Engineering Services:

      Senior Technical Advisor

      Technical & Engineering Consultant

 

Graphics and Production Support:

      Senior Data Visualization Advisor

      Graphics / Desktop Publishing Technician

 

Program Management:

      Senior Program Advisor

      Program Manager

      Project Manager

      Data Management Specialist

      PMO Support Specialist

 

Management Consultant (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Market / Competitive Strategist)

1. What was the fundamental issue the client was facing that we addressed in the project?

2. What made resolving the issue a challenge? There is typically a “Gordian-knot” type impediment that is preventing the client from resolving the issue themselves without outside help.

3. What methodologies or frameworks did you use for problem solving?

4. What specific research and analyses did you produce to help us and the client develop insight into the issue?

5. What were the specific recommendations you offered to the client?

6. What was you specific role as a team member on the project?

7. If the client implemented our recommendations, would the client’s issue be resolved? Are there any additional benefits to the client from the insight or from implementing the recommendations?

8. Do we have any indication of whether the client used or implemented some of our recommendations?

 

Executive Advisor (Questions to be considered when writing the Impact Statement for each project role)

 

TBD

 

 

 

 

Senior Capture Advisor (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Senior Capture Advisor)

1. Was this a transformational or critical “must win” opportunity?

2. Was this a single-award opportunity, or a multiple award IDIQ?

3. How long was the response time, e.g. 30, 45, 60 days?

4. When did you get involved? Long before DRFP, at DRFP, not until RFP, or after RFP?

5. Were you managing the capture, the proposal, or a volume?

6. If you were managing the proposal, how big was the response (volumes, pages)?

7. How large was the team? Were there partners or subcontractors involved?

8. Were there any particularly problematic RFP requirements?

9. Were there any innovative approaches used?

10. Was this an international effort (customers or companies in multiple countries)?

 

Capture & Proposal Professional (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Logistics Volume Lead)

1. Was this a transformational or critical “must win” opportunity?

2. Was this a single-award opportunity, or a multiple award IDIQ?

3. How long was the response time, e.g. 30, 45, 60 days?

4. When did you get involved? Long before DRFP, at DRFP, not until RFP, or after RFP?

5. Were you managing the capture, the proposal, or a volume?

6. If you were managing the proposal, how big was the response (volumes, pages)?

7. How large was the team? Were there partners or subcontractors involved?

8. Were there any particularly problematic RFP requirements?

9. Were there any innovative approaches used?

10. Was this an international effort (customers or companies in multiple countries)?

 

Basis of Estimate & Pricing Consultant (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Pricing Specialist)

1. What was your role on this assignment?

2. What tools did you bring to support the client? Automation? Methodologies?

3. Was the end user commercial or government?

4. Did you provide any audit support? Internal/DCAA/DCMA

5. What methodologies were used to develop the estimates? Historical actuals/CERs/engineering estimates, etc.

6. What challenges did you encounter while putting the estimates together? How did you resolve the challenges?

7. What was the complexity of the proposal? Simple continuation of production? New technology? Spares/Repairs? Aftermarket?

8. What was the proposal value once complete?

9. Was the proposal competitive or sole source?

10. How was the price developed? ProPricer, Excel, other tool?

11. What was the final outcome (was the proposal awarded to your client)? Where there any commendations from the client or from DCAA in their audit?

 

Proposal Writer (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Management Volume Writer)

1. How long was the response time, e.g. 30, 45, 60 days?

2. When did you get involved? Long before DRFP, at DRFP, not until RFP, or after RFP?

3. How many pages were you responsible for?

4. Did you work with the Volume Lead and/or Graphic Artist to conceptualize artwork?

5. Did you have to interview Subject Matter Experts to develop your content?

6. Were there any particularly problematic RFP requirements?

7. Did you create any innovative approaches to developing content?

 

Proposal Coordinator (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Proposal Coordinator)

1. How long was the response time, e.g. 30, 45, 60 days?

2. When did you get involved? Long before DRFP, at DRFP, not until RFP, or after RFP?

3. Did you establish the proposal library? Did you manage configuration control of proposal artifacts?

4. Did you contribute to the proposal planning activities?

5. Did you create an analysis of the RFP documents? Did you create the compliance matrix?

6. Did you coordinate the major proposal meetings and reviews, e.g. Kickoff, Pink Team, Red Team?

7. Did you coordinate final proposal integration? Final physical production? Delivery?

8. How large was the team? Were there partners or subcontractors involved?

9. Were there any innovative approaches used?

10. Was this an international effort (customers or companies in multiple countries)?

 

Orals Lead / Coach (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Orals Lead / Coach)

1. Concisely summarize your role on the client engagement (what you did).

2. Did the client face any specific challenge that was critical for success, whether related to the client’s customer requirements, or the client’s level of experience and expertise with conducting orals?

3. What was your assessment of the client’s readiness to conduct orals – both with regard to materials and presentation – when you started?

4. What was the client’s level of readiness at the end of the engagement?

5. Was there a particular improvement that may have been critical for success?

6. Was there a specific recognition by the client or the client’s customer before, during or after orals?

 

Senior IPP&C Advisor (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Senior IPP&C Advisor)

1. Did you configure and implement the solutions for the client? If so, what challenges did you face and overcome?

2. What scheduling tools did you work with on this project? MS Project, Primavera, Project Server, etc?

3. What cost management tools did you use? Deltek Cobra, MPM, forProject, Prism, etc?

4. Were there any issues integrating your schedule or cost tools with any other third party applications? How did you resolve these issues?

5. Did you implement cost/schedule integration into a client’s project management discipline?

6. Did you work with prime or subcontractors to integrate schedules? What challenges did you encounter and how did you resolve them?

7. Did you implement schedule tools for quality control and management? SRAs, DCMA 14 Point Analysis, etc.

8. To what extent did you supported Integrated Baseline Reviews (IBRs) from a cost and schedule perspective? Were these efforts successful?

9. Did you conduct process engineering for cost and schedule disciplines within the organization? What were the realized benefits of developing these processes?

10. Did you implement any practices or disciplines on a program that supported an on-time/early delivery? On or under cost?

 

EVMS Consultant (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., EVMS Consultant)

1. What role did you play on the EVM team? i.e., EVM Lead, EVM Analyst, EVM Tool SME

2. What shortcomings existed in the client’s EVM implementation and how were you able to help them address these issues/findings?

3. Did you deliver CAM training workshops on EVM methodologies?

4. What activities did you perform to assist the client with successfully passing an EVM system validation?

5. What activities did you perform to assist the client with successfully passing system surveillance?

6. Did you develop or support the development of Control Account Manager (CAM) notebooks? i.e. Schedules, Work Authorizations, Control Account Plans, BOE’s

7. Did you draft or amend a system description?

8. How have you assisted clients with addressing Corrective Action Requests (CARs)?

9. Did you develop Standard Operating Procedures? What procedures did you develop?

10. What processes did you implement to ensure quality control of the Performance Measurement Baseline?

11. Did you successfully support an Integrated Baseline Review (IBR)?

 

Planning / Schedule and Cost Consultant (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Scheduler)

1. Did you configure and implement the solutions for the client? If so, what challenges did you face and overcome?

2. What scheduling tools did you work with on this project? MS Project, Primavera, Project Server, etc?

3. What cost management tools did you use? Deltek Cobra, MPM, forProject, Prism, etc?

4. Were there any issues integrating your schedule or cost tools with any other third party applications? How did you resolve these issues?

5. Did you implement cost/schedule integration into a client’s project management discipline?

6. Did you work with prime or subcontractors to integrate schedules? What challenges did you encounter and how did you resolve them?

7. Did you implement schedule tools for quality control and management? SRAs, DCMA 14 Point Analysis, etc.

8. To what extent did you supported Integrated Baseline Reviews (IBRs) from a cost and schedule perspective? Were these efforts successful?

9. Did you conduct process engineering for cost and schedule disciplines within the organization? What were the realized benefits of developing these processes?

10. Did you implement any practices or disciplines on a program that supported an on-time/early delivery? On or under cost?

 

Senior Technical Advisor (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Senior Technical Advisor)

1. What technical area was the fundamental issue the client was facing that we addressed in the project?

2. What was your specific role as senior technical advisor on the project?

3. Was the technical expertise we provided already resident in the client’s company, or did we bring the project’s sole expertise in this area to them?

4. What tools did you use, e.g. Analytical tools, theoretical approaches or software tools?

5. What made resolving the technical issue a challenge? How did we provide particular value to the project’s success?

6. What methodologies or techniques did you use for problem solving? Did these exist on the project before we arrived?

7. Did the client use our methodologies or analytical models or techniques after we finished the project?

8. Who were your end customers? Did you represent our client in meetings and exchanges with their customer? How was this relationship before and after your involvement?

 

Technical & Engineering Consultant (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Systems Engineer)

1. What technical area was the fundamental issue the client was facing that we addressed in the project?

2. What was your specific role as a team member on the project?

3. Was the technical expertise we provided already resident in the client’s company, or did we bring the project’s sole expertise in this area to them?

4. What tools did you use, e.g. Analytical tools, theoretical approaches or software tools?

5. What made resolving the technical issue a challenge? How did we provide particular value to the project’s success?

6. What methodologies or techniques did you use for problem solving? Did these exist on the project before we arrived?

7. Did the client use our methodologies or analytical models or techniques after we finished the project?

8. Who were your end customers? Did you represent our client in meetings and exchanges with their customer? How was this relationship before and after your involvement?

 

Senior Data Visualization Advisor (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Senior Data Visualization Advisor)

1. Was this a proposal document, orals presentation, or other?

2. How many art pieces did you have to create? How many were used vs. not used? Did you create custom cover page art?

3. How many pages did you integrate? How many ‘turns,’ e.g. Red Team, final, ENs, FPR?

4. Was the proposal printed or electronically submitted?

5. Did you provide training to authors or other team members?

6. Did you have to set up workflow? What tools did you use for this, e.g. SharePoint, Privia?

7. Did you have to design a custom template, palette, and/or graphics standards?

8. Were you on your own, a member of a production team, or running the production team?

9. What tools did you use, e.g. Word, PowerPoint, Excel, Photoshop, Illustrator?

10. What were the unique challenges on this project? Did you create any innovations?

 

Graphics / Desktop Publishing Technician (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Graphic Artist)

1. Was this a proposal document, orals presentation, or other?

2. How many art pieces did you have to create? How many were used vs. not used? Did you create custom cover page art?

3. How many pages did you integrate? How many ‘turns,’ e.g. Red Team, final, ENs, FPR?

4. Was the proposal printed or electronically submitted?

5. Did you provide training to authors or other team members?

6. Did you have to set up workflow? What tools did you use for this, e.g. SharePoint, Privia?

7. Did you have to design a custom template, palette, and/or graphics standards?

8. Were you on your own, a member of a production team, or running the production team?

9. What tools did you use, e.g. Word, PowerPoint, Excel, Photoshop, Illustrator?

10. What were the unique challenges on this project? Did you create any innovations?

 

Senior Program Advisor (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Senior Program Advisor)

1. What were the unique challenges (Scope, Technical, Cost, Schedule) on this project? Did you resolve the issues?

2. What tools did you use, e.g. Word, PowerPoint, Excel, MS Project, Risk Management, EVMS, Sharepoint?

3. Who were your end-customers? How was relationship before and after your involvement?

4. Was there an executable plan in place when you arrived? Was it maintained? What was performance before and after your engagement?

5. What was team structure: functional/matrixed, Integrated Product Team? How did you promote communication between the various functional organizations? Were roles, responsibilities, and accountability clearly defined and documented?

6. What effort & how much involvement with suppliers? Was there a Supply Management Plan in place? What was relationship with supply chain & suppliers before and after your engagement? What was performance before and after your engagement?

7. How was status/progress against the contract data & product deliverables communicated, how often, and who was target audience?

8. What was contract value of project? How was project tracking against the allocated budgets? What recovery plans were developed and executed after your engagement?

9. How much additional contract value, new business did you bring to Client?

10. How was the technical baseline established, maintained and controlled? What was your role in controlling the contractual scope?

11. What gate reviews (Technical:  SRR, PDR, CDR, FCA/PCA, PRR) did you conduct? How many action items resulted and were they closed on time? How were technical, cost, and schedule baselines affected?

12. Was there a Risk Management Plan/Process in place? Were mitigation plans developed for moderate and high risks? Were the risk mitigation plans included in the Integrated Master Schedule and funded?

 

Program Manager (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Program Manager)

1. What were the unique challenges (Scope, Technical, Cost, Schedule) on this project? Did you resolve the issues?

2. What tools did you use, e.g. Word, PowerPoint, Excel, MS Project, Risk Management, EVMS, Sharepoint?

3. Who were your end-customers? How was relationship before and after your involvement?

4. Was there an executable plan in place when you arrived? Was it maintained? What was performance before and after your engagement?

5. What was team structure: functional/matrixed, Integrated Product Team? How did you promote communication between the various functional organizations? Were roles, responsibilities, and accountability clearly defined and documented?

6. What effort & how much involvement with suppliers? Was there a Supply Management Plan in place? What was relationship with supply chain & suppliers before and after your engagement? What was performance before and after your engagement?

7. How was status/progress against the contract data & product deliverables communicated, how often, and who was target audience?

8. What was contract value of project? How was project tracking against the allocated budgets? What recovery plans were developed and executed after your engagement?

9. How much additional contract value, new business did you bring to Client?

10. How was the technical baseline established, maintained and controlled? What was your role in controlling the contractual scope?

11. What gate reviews (Technical:  SRR, PDR, CDR, FCA/PCA, PRR) did you conduct? How many action items resulted and were they closed on time? How were technical, cost, and schedule baselines affected?

12. Was there a Risk Management Plan/Process in place? Were mitigation plans developed for moderate and high risks? Were the risk mitigation plans included in the Integrated Master Schedule and funded?

 

Project Manager (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Project Manager)

1. What were the unique challenges (Scope, Technical, Cost, Schedule) on this project? Did you resolve the issues?

2. What tools did you use, e.g. Word, PowerPoint, Excel, MS Project, Risk Management, EVMS, Sharepoint?

3. Who were your end-customers? How was relationship before and after your involvement?

4. Was there an executable plan in place when you arrived? Was it maintained? What was performance before and after your engagement?

5. What was team structure: functional/matrixed, Integrated Product Team? How did you promote communication between the various functional organizations? Were roles, responsibilities, and accountability clearly defined and documented?

6. What effort & how much involvement with suppliers? Was there a Supply Management Plan in place? What was relationship with supply chain & suppliers before and after your engagement? What was performance before and after your engagement?

7. How was status/progress against the contract data & product deliverables communicated, how often, and who was target audience?

8. What was contract value of project? How was project tracking against the allocated budgets? What recovery plans were developed and executed after your engagement?

9. How much additional contract value, new business did you bring to Client?

10. How was the technical baseline established, maintained and controlled? What was your role in controlling the contractual scope?

11. What gate reviews (Technical: SRR, PDR, CDR, FCA/PCA, PRR) did you conduct? How many action items resulted and were they closed on time? How were technical, cost, and schedule baselines affected?

12. Was there a Risk Management Plan/Process in place? Were mitigation plans developed for moderate and high risks? Were the risk mitigation plans included in the Integrated Master Schedule and funded?

 

Data Management Specialist (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., Data Management Specialist)

1. What purpose were you placed on this project to support and/or resolve?

2. What challenges did you face on this project and how did you resolve?

3. Did you create any outputs/processes/tools to assist the client in addressing their needs?

4. Were you a leader, independent contributor, or part of a team?

5. What tools did you use, e.g. Word, PowerPoint, Excel?

6. Were you able to leave the client in a better place than when you arrived? If so, how?

 

PMO Support Specialist (Questions to be considered when writing the Impact Statement for each project role)

Your Impact Statement should be specific to the role specialty (e.g., PMO Support Specialist)

1. What purpose were you placed on this project to support and/or resolve?

2. What challenges did you face on this project and how did you resolve?

3. Did you create any outputs/processes/tools to assist the client in addressing their needs?

4. Were you a leader, independent contributor, or part of a team?

5. What tools did you use, e.g. Word, PowerPoint, Excel?

6. Were you able to leave the client in a better place than when you arrived? If so, how?

 

Step 2: Link selected role and impact statement to project

Verify the role selection you made and the impact statement for accuracy. Click on your role or impact statement to edit.

Click the  button to include your selections on the My Linked Role(s) and Impact Statement(s) table – this action links your selected role and impact statement to this project. You must select a role and enter an impact statement before you can click the  button. You can link a maximum of 10 roles to this project. Use the  button to delete any roles from your list.

 

Project Market Area(s):

Use the two step process to link market area(s) to your project. (Max 10)

Step 1: Select market area

      Market Area Category: (Required)

Filter market area category from the drop down menu or select "Other (Enter new market area category)" to add your own market area category. [Examples]

      Primary Focus?: (Optional)

Select the radio button that best describes if the market area you selected is the project’s primary focus. Most projects concentrate mainly in one market area but could also have one or more secondary market areas that identify the project’s product or service. [Examples]

      Market Area: (Optional)

Filter market area and/or select from autocomplete list. You must first select a market area category above before filtering for the market area. [Examples]

Step 2: Add selected market areas to list

Verify that your selection(s) are the most descriptive market area category and/or the market area of the product or service developed during the project.

Click the  button to include your selections on the My Selected Market Area table - this action links your selected market areas to this project. You must make a market area category and/or market area selection before you can click the  button. Note: you can add a market area category without making a market area selection. You can select a maximum of 10 market area categories and market areas. Use the  button to delete any market area categories and market areas from your list.

 

Link Project to Employment Position:

      Link Employment Position to Project: (Optional but recommended)

Select the employment position from the drop down menu and click the  button – this links your previously entered employment position to this project. The drop down menu will display all your employment positions previously entered in the Employment History tab. If your employment position(s) for this project are not listed, go back to the Employment History tab and enter new positions as needed so that they will appear in this drop down menu. You can link a maximum of 10 positions to this project. Use the  button to delete any employment positions from your list.  [Examples]

      Check if this project is part of a larger program: (Optional)

Tick the check box if you know the name of the program that this project is a part of and/or if you know the end customer name.

Program Details:

Enter the program name for the project you worked on.

      Program Name: (Optional)

Enter the name of the program that this project is a part of. [Examples]

End Customer(s):

Use the two step process to select the project’s end customer(s). (Max 10)

Step 1: Select end customer

      End Customer Type: (Optional)

If known, select the type of end customer that is procuring the product or service.

Your end customer type entries will allow our SMA operations team to quickly find qualified associates for specific end customer projects. Note: the end customer is different from the company that hires SMA - our client.

End Customer Type definitions:

      End Customer Department/Company: (Optional) / End Customer Agency/Division: (Optional)

Select the end customer department/company and agency/division of the entity procuring the product or service. See examples for each End Customer Type below.

 

End Customer Type

End Customer Department/Company

End Customer Agency/Division

US Federal Govt

HHS (Health and Human Services)

Food & Drug Administration – General

US State/Local Govt

Colorado

Colorado – General

Non-US Govt Program

Japan

Ministry of Finance – General

Intergovernmental

European Space Agency (ESA)

ESA Centre for Earth Observation (ESRIN) – General

Commercial US Govt Program

Other

Raytheon

Commercial US Business

Boeing Commercial Aircraft

Boeing Commercial Aircraft - General

Commercial Non-US

Xian Aircraft Industrial Corporation

Xian Aircraft Industrial Corporation - General

Undisclosed

Undisclosed

Undisclosed - General

Unassigned

Unassigned                

Unassigned - General

Step 2: Add selected end customers to list

Verify end customer selections.

Click the  button to include your selections in the My Linked End Customer(s) table - this action links your selected end customers to this project. You must make an end customer selection before you can click the  button. You can select a maximum of 10 end customers. Use the  button to delete any end customers from your list.

 

Project History Example:

The Project History tab links your deployment roles, employment positions, market areas, programs, and end customers to your projects. It is a challenging but critical step in completing your TOD® Profile.

Of the 2 examples that we followed throughout this tab, we display the Meteorological Operations Satellite – Second Generation project as a complete Project History entry, which contains every field on this tab. [Example]