A Proposed IEEE Certification Framework

1. A Proposed IEEE Certification Framework Eileen Fitzgerald, CAE, Director of Certification Mary Ward-Callan, CAE, Managing Director Technical Activities Nov 2008

2. Cert Programs – Current Situation • Others in the preliminary investigatory stages

3. Current Makeup of Certification Programs Technical Space Certification Program Business Framework (eventually a LoO* Methodology should emerge) Cert Program + = ComSoc/PES + Wireless = WCET Management Computer Soc + Software = CSDA Management Devel Cert Center/ + Biometrics = Biometrics Holmes Model EXAMPLES *Line of Operation

4. General Activity Areas in a LoO Framework • Governance: • Who makes the rules (overall and specific)? • Who defines the LoO and general program framework? • Compliance and Oversight • Who follows the rules? • How are they reported? • What happens if rules are not followed? • Individual Program/Product Management • Who manages the P&L for the program? • Who defines grouped products? • Over what space is profitability be determined? • Certification Common Services • What services are offered to the cert programs as part of the IEEE infrastructure?

5. Multiple Development and Business Models in Use Today • Models in use • Holmes (which is the basis for the IEEE proposed framework) • ETS • Prometric • PES • Key Differences • Market assessment/business plans • Creation of BOK and exam specs • Operational support structures • Exam preparation materials • Sales/marketing • Perspectives on organization structures needed for accreditation

6. Proposed Certification Program Framework Market Assessment Body of Knowledge Testing System Learning System Certification Exam Courseware Books Certification Renewal Support Materials Support Services for Certification Operation … IEEE Infrastructure ORACLE BMS Cert Bus DB

7. Business Framework - Relationship Model Customers Certification Exam Exam Development Vendor Exam Delivery Vendor Educ and Training Certification Renewal Technical Unit Subject Matter Experts, Steering Committee Business Owner Certification Unit Exam development support Payment processing Exam maintenance support Application/registration processing Exam Delivery Market Assessment Tools Learning system devel support Customer support Database, BMS interface Vendor/Contract management Record management Volunteer liaison Scheduling Reporting, statistics Communications Candidate materials Service Center

8. Recommended New Program Development Process Perform Market Assessment Develop Body of Knowledge Corp/Industry Buy-in, Involvement Perform Focused Market Research Develop Bus/Mtkg Plan Stop Stop Stop Develop Learning System Develop Testing System Operate Program, Support Customers Cert Renewal Program Program Updates, Maintenance Ongoing

9. Development Process and Considerations • Decisions are market driven and there must be market pull • Several opportunities for go/no-go decisions • Following initial market assessment • Following focused market research • Following business/marketing/financial plan development • Long- term commitment to customers • Audience may differ from traditional IEEE members and customers

10. Market Segmentation Matrix – Biometrics Example • Required training, technical • knowledge & skill-level University-level Training: Ph.D. and Masters Programs Industry R&D Programs creation and extension of biometric theory, algorithms, technology and standards Professional Training: Biometrics Technology, Systems and Applications design, development and implementation of biometric-based / enabled systems • Biometrics Company-level Training: Systems and General Biometrics buyers, managers and operators Equipment-specific Training • Market Size

11. Each Certification Program Has a Product Portfolio to offer… • Certification Examination • Reference Material • Body of knowledge/Exam outline • Primary, secondary references (books and other sources) • Exam content guide or manual • Certification renewal • Related IEEE continuing education products (existing and new) • External educational products approval program to certify other programs for application (optional)

12. Product Portfolio (cont.) • Exam review/preparation material • Learning Systems • Instructor-led courses • Individual review and preparation products • Self-directed review courseware • Instructor review courseware • Review classes (classroom-based and/or on-line) • Sample & diagnostic tests • Vocabulary, glossary • Other • Approved external products and program (optional)

13. Game Plan for defining IEEE perspective on Certification • Define a preliminary approach for IEEE perspective on certification , e.g. framework, process flows, product components (Done-see slides) • Assess business framework using Biometrics (In progress, Eileen is lead – 2009 schedule) • All new certification programs will utilize this new framework (Eileen will support as time permits) • Assess size of IEEE Certification Business to determine if it warrants a Line of Operation management approach (End of 2009) • If it does warrant a LoO approach, • Define details of a Service Center (preliminary info provided in talk) • Determine investment needed for the service center • Establish a service center approach consistent with other LoOs • Determine which group should provide governance oversight of the LoO • Identify which groups are likely to offer certification programs • If not, existing programs will be maintained and we will assess the need for support services and their placement in the staff organization • Communicate, Communicate, Communicate….