©2005 csmslide 1 certification for systems engineering professionals overview csep preparation...
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©2005 CSM Slide 1
Certification for Systems Engineering Professionals
Overview
CSEP Preparation Program
©2005 CSM Slide 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
The objective for the INCOSE Professional Certification Program is to provide a formal method for recognizing the knowledge and experience of systems engineers
©2005 CSM Slide 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
©2005 CSM Slide 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
©2005 CSM Slide 5
Fun CSEP Facts: What are these numbers?
84
50
34
40%
45
Number of CSEPS
Number of CSEPS – Pilot Program
Number of CSEPS – Post Pilot
Percent through CSM Prep Program
In the pipeline
Numbers are approximate as of end of June, 2006
©2005 CSM Slide 6
Requirements for CertifiedSystems Engineering Professional (CSEP)*
INCOSE membership not required to participate in programINCOSE membership not required to participate in program
SE Experience - 5 years minimum in multiple SE disciplinesEducation – 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.
©2005 CSM Slide 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
©2005 CSM Slide 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
©2005 CSM Slide 9
Application Development
1. VerifiableEducation
2. VerifiableExperience
3. Applicant’sAdvocates (three
references knowledgeable about SE)
ISO 15288INCOSE SE Handbook
Version 2a
StudyINCOSEApplication
Center
INCOSEEvaluation
$
CompletedApplicationAnd Fee
Applicant’s own pace
Take Cert Exam(Prometrics Test Center)
Pay test fee
Pass
3 yearCertification
Four to six weeks
NotifyApplicant
Two weeks
Timeline
Applicant has up to one year to pass the test (three tries 3 months apart). Test is scheduled directly with Thompson-Prometrics.
Current Certification Process
©2005 CSM Slide 10
Education Activity Credit
1 College or unit semester hour 45 PDU
1 College or unit quarter hour 30 PDU
1 Continuing Education Unit (CEU) 10 PDU
1 Professional Development Hour (PDH) 1 PDU
1 hour of teaching of professional development coursework. Teaching credit is awarded for teaching a course/seminar for the first time only. Not applicable to full-time faculty.
2 PDU
Authoring published papers, articles or books in any area relevant to practice 10 PDU
1 hour of participation in professional and technical society working groups/management
1 PDU
Patents 10 PDU
1 hour of professional development in coursework, seminars, or professional or technical presentation made at meetings, conventions, conferences, or exam preparation
1 PDU
Continuing Education Credits for Certification Renewal
INCOSE requires 120 PDUs during the three-year certification period
©2005 CSM Slide 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.
©2005 CSM Slide 12
CSEP Potential Impact
PMI/PMP Growth Chart
0
50000
100000
150000
200000
1 3 5 7 9 11
Years
PM
I/PM
P's Year
Members
Certified
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!
INCOSE/CSEP Growth Chart
0
20000
40000
60000
80000
100000
120000
1 3 5 7 9 11
Years
Mem
bers
/CS
EP
Year
Members
Certified
©2005 CSM Slide 13
Market Trends
0
50
100
150
200
250
300
2005 2006 2007 2008 2009
Government Agencies
Aerospace Manufacturers
Communications Manufacturing
Colleges and Universities
Consulting Services
Software Development
Other
Market Analysis (Bar)
0.00%
2.00%
4.00%
6.00%
8.00%
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.
Market Analysis Market Analysis (C.A.G.R.)
©2005 CSM Slide 14
Concentration of CSEP’s (as of 6/05/06)
0
5
10
15
20
No. of CSEP's
VA CA MD CO NJ
State
Concentration of CSEP's
Number of CSEPs
Percent
0%
5%
10%
15%
20%
25%
VA CA MD CO NJ
Percent
Percent
©2005 CSM Slide 15
CSEP Application
Discussion of the CSEP Application
©2005 CSM Slide 16
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.
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.
CSEP Application – SE Experience
Section 5: Experience
©2005 CSM Slide 17
Experience Summary Table
Systems Engineering areas of work - See Application Instructions for Detailed Definitions
Total Months of Experience
1. Technical Planning
2. Requirements Engineering
3. Baseline Control
4. Technical Effort Assessment
5. Design Development
6. Qualification, Verification, and Validation
7. Process Definition
8. Tool Support
9. Training
10. Systems Integration
11. Risk and Opportunity Management
12. Quality Assurance
13. Specialty Engineering
14. Other
©2005 CSM Slide 18
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)
Distribution of Experience in the Systems Engineering Areas
Amount of SE ExperienceRequired
Maximum Depth
MaximumBreadth
Intermediate
5 years with Bachelor’sdegree, or equivalent, in technical field
3 years in any 1 areaand 2 years in other areas
1 year in each of 3 areas and 2 years in other areas
Any combinationbetween maximumdepth and maximum width
Experience requirement is only satisfied by RELEVANT Systems Engineering experience ACCEPTED by INCOSE
Experience requirement is only satisfied by RELEVANT Systems Engineering experience ACCEPTED by INCOSE
©2005 CSM Slide 19
Depth and Breadth Examples
0
1
2
3
4
5
Too Deep Max Deep Max Broad Too Broad
1
2
3
4
5
6
7
8
9
10
11
12
13
14
©2005 CSM Slide 20
Description Of Experience Must Be Clear And Direct.
Experience must convey your direct systems engineering involvement in tasks
Avoid terms like – Participated on a team that …
– Led an effort to develop …
– Was involved with 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
©2005 CSM Slide 21
Relating Life Cycle Phases to Vee Icon
©2005 CSM Slide 22
1. Technical Planning
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 StructuresPrepare Integrated Master PlansPrepare Integrated Master SchedulesPrepare program Work Breakdown Structures
©2005 CSM Slide 23
2. Requirements Engineering
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
©2005 CSM Slide 24
3. Baseline Control
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
Performing
CCB = Configuration Control Board
Defining
Planning
©2005 CSM Slide 25
4. Technical Effort Assessment
Planning Actions for all program metrics,
including product technical performance measures and key performance parameters:
– Collect – Analyze– Report– Status (track)
Planning
Actions
©2005 CSM Slide 26
4. Technical Effort Assessment (Cont’d)
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
Planning
Actions
©2005 CSM Slide 27
5. Design (Concept Architecture) Development
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
©2005 CSM Slide 28
6. Qualification, Verification, and Validation
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
Defining
Planning
Performing
©2005 CSM Slide 29
7. Process Definition
Enterprise Level Define enterprise processes Define enterprise best practices
Project/Program Level Tailor enterprise processes for
program/project applications
Enterprise
Project/Program Level
©2005 CSM Slide 30
8. Tool Support
Specify requirements
Evaluate candidates
Select appropriate choice
Configure for use
Actions for Systems Engineering computer programs and tools:
Actions
©2005 CSM Slide 31
9. Training
Develop Training Plans forApproved Systems Engineeringprocesses and tools
Implement Training Plans
Develop training courses on processes and tools
Give training courses on processes and tools
Enterprise
Project/Program Level
©2005 CSM Slide 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
Defining
Planning
Performing
©2005 CSM Slide 33
11. Risk and Opportunity Management
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 Performing
Planning
©2005 CSM Slide 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
Performing
Defining
Planning
©2005 CSM Slide 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
Implement
Planning
©2005 CSM Slide 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
©2005 CSM Slide 37
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
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
CSEP Application: Section 6 - References
©2005 CSM Slide 38
Section 6: References(An application shall contain the names of and reference endorsements of not less than three persons, not related to the applicant by blood or marriage, who have personal knowledge of the
experience on which the applicant predicates his/her qualifications.)
Reference 1:Name: ______________________________________________________________Address: ____________________________________________________________E-mail Address: ______________________________________________________Phone Number: ______________________________________________________
Reference 2: Name: ______________________________________________________________Address: ____________________________________________________________E-mail Address: ______________________________________________________Phone Number: _______________________________________________________
Reference 3: Name: ______________________________________________________________
Let your ADVOCATES know that they may be contacted. Verify that each ADVOCATE’s contact information is current.
Let your ADVOCATES know that they may be contacted. Verify that each ADVOCATE’s contact information is current.
CSEP Application: Section 6 - References
Note: The correct INCOSE term is “References”; We are using the term “Advocates” to emphasize the proper role of your references.Note: The correct INCOSE term is “References”; We are using the term “Advocates” to emphasize the proper role of your references.
©2005 CSM Slide 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…
IMPORTANT – Tell your advocates what Systems Engineering tasks you performed while you worked with them…
©2005 CSM Slide 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)
©2005 CSM Slide 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
CSM has also developed a set of illustrative questions.
.
The INCOSE website shows a question typical of what might be on the examination.
©2005 CSM Slide 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!
©2005 CSM Slide 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
©2005 CSM Slide 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
©2005 CSM Slide 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
©2005 CSM Slide 46
Pg 79, ¶ 5
Sample of Practice Test Questions
What are two aspects of the definition of concurrent engineering? (Choose two.)
A. All technical disciplines are involved as requirements are developed.
B. Products and their related processes are developed simultaneously.
C. All technical disciplines are co-located during definition.
D. 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.
©2005 CSM Slide 47
Pg 79, ¶ 5
Question 1-10
What is a best practice for concurrent engineering? A. Ensure monthly meetings of technical staff.
B. Ensure continuous integration of the entire product team.
C. Ensure that the team fully understands all the user requirements.
D. 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.
©2005 CSM Slide 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.)
A. The team is co-located.
B. To be effective, team members must maintain a constant level of involvement during development.
C. The team should be empowered with the authority to match its responsibility.
D. Each team has at least 5 full time equivalent members (SE, design engineering, manufacturing, SW development, system test).
E. 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.
©2005 CSM Slide 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!
©2005 CSM Slide 50
© 2005 Center for Systems Management, Inc.1951 Kidwell Drive, Suite 750
Vienna, VA 22182(800) 486-8090www.csm.com
Thank You!
For additional information of CSEP Preparation Courses contact:Kevin [email protected]