PPBE Training Workshop | Defense Planning, Programming, Budgeting, and Execution

PPBE Training Workshop, Defense Planning, Programming, Budgeting, and Execution

PPBE Training Workshop, Defense Planning, Programming, Budgeting, and Execution is a 3-dayDefense Acquisition System. The Planning, Programing, Budget, and Execution (PPBE) process is one of three (3) key processes: Acquisition, Requirements and Funding that support the Defense Acquisition System. The PPBE process is focused on the financial management and resource allocation for current and future DoD acquisition programs.

Participants will engage in an intensive interactive discussion and activity as a workshop meeting using traditional learning techniques. The workshop focuses on PPBE four (4) distinct but overlapping phases.

Planning: The Planning phase of the PPBE Process is the definition and examination of alternative strategies, the analysis of changing conditions and trends, threat, technology, and economic assessments in conjunction with efforts to understand both change and the long-term implications of current choices.

Programming: The Programming phase of the PPBE process defines and analyzes alternative force structures, weapon systems, and support systems together with their multi-year resource implications and the evaluation of various tradeoff options.

Budgeting: The Budgeting phase of the PPBE process includes formulation, justification, execution, and control of the budget. The primary purpose is to scrutinize the first one or two years of a programs budget to ensure efficient use of resources.

Execution: The Execution phase of the PPBE process is the real world application of the Planning, Programming, Budgeting and Execution process.

Who Should Attend?

This PPBE Training Workshop, Defense Planning, Programming, Budgeting, and Execution training workshop is designed for: acquisition, program, project, financial, resource, audit, and management professional. Participants will learn the key concepts, essential elements, procedures, methods, processes and rules governing the development of budgets within the Department of Defense. Participants will explore the interrelationships of the budget cycle, the acquisition process and the mission planning of the Department of Defense (DoD).

Learning Objectives

Upon completion of planning, programming, budgeting, and execution (PPBE) training workshop, the participants can:

• Summarize Defense Acquisition System key three (3) processes including: Acquisition Process, Joint Capabilities Integration and Development System (JCIDS) Process, and Planning, Programing, Budget, and Execution (PPBE) Process.
• Explain DoD Instruction 5000.02 “Operation of the Defense Acquisition System” and its policies and principles.
• Identify management foundation for defense programs including specific statutory and regulatory, information requirements and reports.
• List of the phases that make up the DoD Acquisition Process including: Materiel Solution Analysis (MSA) Phase, Technology Maturation & Risk Reduction (TMRR) Phase, Engineering & Manufacturing Development (EMD) Phase, Production & Deployment (PD) Phase, and Operations & Support (O&S) Phase.
• Explain the key concepts behind Planning, Programming, Budgeting and Execution (PPBE) Process
• List the purpose and benefits of Planning, Programming, Budgeting, and Execution (PPBE) process.
• Identify the key products and documents related to the PPBE process.
• Explain the roles, organization, and inter-relationships of the building blocks of the planning, programming, budgeting, and execution (PPBE) process.
• List the congressional action process, role and influence on the PPBE process
• Explain the roles and relationships of the building blocks of the planning, programming, budgeting, and execution (PPBE) process.
• Identify the principal elements of DOD budget execution.
• Explain the key budget and funding terms including life cycle, funding policies, reprogramming, reimbursables, and working capital funds.
• Understand the steps in developing and acquiring a major weapon system and the relationship between budget timetables and the funding requirements for a representative DOD acquisition program.

Course Topics

The Defense Acquisition System

• Acquisition Process
• Joint Capabilities Integration and Development System (JCIDS) Process
• Planning, Programing, Budget, and Execution (PPBE) Process
• DoD Instruction 5000.02 “Operation of the Defense Acquisition System”
• Policies, principles, and management foundation for all defense programs. It also identifies the specific
• statutory and regulatory reports and other information requirements for each
• milestone review and decision point. All three processes must work together to
• insure the successful execution of a defense program.

Acquisition, Requirements and Funding

• Defense Acquisition System
• Introduction to Planning, Programming, Budgeting & Execution (PPBE)
• PPBE Process Overview
• Budget Preparation
• Program Objective Memorandum (POM)
• Budget Estimate Submission (BES) to OSD, CAPE and OMB for Review
• Joint OMB-OSD review leading to Resource Management Decision (RMD)
• DoD Budget Request and Management and Budget (OMB)
• Budgeting, and Execution (PPBE) process, to include the relationship of each phase to the systems acquisition process.

The Acquisition Process Phases

• DoD regulations and federal statute
• Acquisition phases and Milestone Review (A, B, C)
• Materiel Solution Analysis (MSA) Phase
• Technology Maturation & Risk Reduction (TMRR)
• Engineering & Manufacturing Development (EMD)
• Production & Deployment (PD) Phase
• Operations & Support (O&S) Phase

Introduction to Department of Defense (DoD) Planning, Programming, Budgeting, and Execution (PPBE)

• Meeting military strategy requirements and the amount of funding received
• PPBE and DoD Decision Support Systems
• PPBE Terms, Policies, and Procedures
• PPBE elements and Financial and program management
• PPBE Guidance and Government Performance and Results Act Modernization Act (GPRAMA)
• PPBE Phases
• Planning phase
• Programming Phase
• Budgeting Phase
• Congress and Budget process
• Budget Execution

Working with the PPBE Process

• Strategy, PPBE and acquisition
• Key elements in the PPBE planning phase
• Key elements in PPBE programming phase
• Key elements in PPBE budgeting phase
• PPBE process execution process

Workshop: Analysis of the PPBE Phases

• The Planning phase examination of alternative strategies
• Analysis of changing conditions and trends, threat, technology, and economic assessments
• Change and the long-term implications of current choices
• The Programming phase
• Alternative force structures, weapon systems, and support systems
• Multi-year resource implications and the evaluation of various tradeoff options
• The Budgeting phase
• Formulation, justification, execution, and control of the budget
• Analysis of first one or two years of a programs budget to ensure efficient use of resources
• The Execution phase
• Real world application of the Planning, Programming, Budgeting and Execution process
• Defense Planning Guidance (DPG)
• Program Objective Memorandum (POM)
• DOD Resource Allocation Process
• National Defense Strategy (NDS)
• National Military Strategy (NMS)
• Program Objective Memorandums (POMs)
• Anticipated effects of present-day decisions on the future force
• Director of the Cost Assessment and Program Evaluation (CAPE)
• Guidance from the Office of Management and Budget (OMB)
• Execution review
• Tools to evaluate program results
• Research and Engineering (R&E)
• Acquisition and Sustainment (A&S)
• Personnel and Readiness (P&R)
• Key player in the intelligence budget process (IPPBE)