Important Notice
CMTF Classes Now Available Through Virtual Training

All CMTF CM & DM course offerings and Certification Programs are now available through Virtual Training

Virtual Training classes are conducted live, not a recording. Our lead instructors, Mr. John M. Roberts, Level Five Preeminent Advisor CM & DM, and SME Mr. Steve Sigmon, with over 30 years experience, will be your host instructors. You receive the same course material and handouts, lecture, certification, and motivating experience our customers have come to expect. We have taught over 1,000 classes in 20 countries. This means our instructors can answer your questions. And because of our level of experience, we are able to pass on relevant real world knowledge of CM tools, process implementation, assessments, improvement, and how to implement the latest technology and initiatives. All this makes for an engaged learning experience, and this is what sets CMTF apart from the others.

As expected, we have received very positive feedback on our virtual training. Upon registration, we will provide you with complete instructions for participating in our Virtual Training classes and taking the certification exams. The process is very simple and easy to follow. Virtual Training classes for the USA are scheduled between 11:00 AM and 4:00 PM EST. New Virtual Training classes for Australia are scheduled between 10:00 AM and 3:00 PM Sydney time.

These are unusual times. CMTF will resume some In-Person courses as soon as that is possible. For now, Virtual Training is very popular for both open Public Classes, and On-Site training.

Register By Phone: Call Tracie at 530 893-1766

On-Line Registration: Fill out form available here - On-Line Registration


Training Dates and Locations

Early Registration Discount

To qualify for the early registration discounted fee you must register for a class 30 or more days before the event. If you register 29 days or less before an event you will be charged the regular fee. Government employees qualify for an additonal discount as noted below.

CITY COURSE COURSE # DATE HOTEL
VIRTUAL, AUS CONFIGURATION MANAGEMENT CCM-601 OCT 10-11 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS ADVANCED CONFIGURATION MANAGEMENT ACM-602 OCT 12-13 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL I CERTIFICATION EXAM CICM OCT 13 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS SOFTWARE CONFIGURATION MANAGEMENT SCM-603 OCT 17-18 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL II CERTIFICATION EXAM CISCM OCT 18 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS ENTERPRISE CM IMPLEMENTATION ECM-605 OCT 19-20 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL III CERTIFICATION EXAM CCMP OCT 20 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS 61 & 649 CM FRAMEWORK CM-61-649 OCT 24-25 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL IV CERTIFICATION EXAM C61-649P OCT 25 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS TECHNICAL DATA MANAGEMENT TDCM-607 OCT 26-27 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL V CERTIFICATION EXAM CTDMP OCT 27 2023 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL CONFIGURATION MANAGEMENT CCM-601 NOV 6-7 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL ADVANCED CONFIGURATION MANAGEMENT ACM-602 NOV 8-9 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL I CERTIFICATION EXAM CICM NOV 9 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL SOFTWARE CONFIGURATION MANAGEMENT SCM-603 NOV 13-14 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL II CERTIFICATION EXAM CISCM NOV 14 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL ENTERPRISE CM IMPLEMENTATION ECM-605 NOV 15-16 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL III CERTIFICATION EXAM CCMP NOV 16 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL 61 & 649 CM FRAMEWORK CM-61-649 DEC 4-5 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL IV CERTIFICATION EXAM C61-649P DEC 5 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL CERTIFICATION REFRESHER - EXECUTIVE OVERVIEW REFEO-700 DEC 6-7 2023 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL CONFIGURATION MANAGEMENT CCM-601 JAN 22-23 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL ADVANCED CONFIGURATION MANAGEMENT ACM-602 JAN 24-25 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL I CERTIFICATION EXAM CICM JAN 25 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL SOFTWARE CONFIGURATION MANAGEMENT SCM-603 FEB 5-6 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL II CERTIFICATION EXAM CISCM FEB 6 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL ENTERPRISE CM IMPLEMENTATION ECM-605 FEB 7-8 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL III CERTIFICATION EXAM CCMP FEB 8 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL, AUS CONFIGURATION MANAGEMENT CCM-601 MAR 19-20 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS ADVANCED CONFIGURATION MANAGEMENT ACM-602 MAR 21-22 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL I CERTIFICATION EXAM CICM MAR 22 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL CM MASTERS IMPLEMENTATION CMI-608 MAR 25-26 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL VII CERTIFICATION CMTFM MAR 26 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL CONFIGURATION MANAGEMENT CCM-601 MAY 6-7 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL ADVANCED CONFIGURATION MANAGEMENT ACM-602 MAY 8-9 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL I CERTIFICATION EXAM CICM MAY 9 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL TECHNICAL DATA MANAGEMENT TDCM-607 MAY 15-16 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL V CERTIFICATION EXAM CTDMP MAY 16 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL 61 & 649 CM FRAMEWORK CM-61-649 JUNE 10-11 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL IV CERTIFICATION EXAM C61-649P JUNE 11 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL SOFTWARE CONFIGURATION MANAGEMENT SCM-603 JULY 16-17 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL LEVEL II CERTIFICATION EXAM CISCM JULY 17 2024 SEATS AVBL 11:00AM-4:00PM EST
VIRTUAL, AUS CONFIGURATION MANAGEMENT CCM-601 OCT 8-9 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS ADVANCED CONFIGURATION MANAGEMENT ACM-602 OCT 10-11 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL I CERTIFICATION EXAM CICM OCT 11 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS SOFTWARE CONFIGURATION MANAGEMENT SCM-603 OCT 15-16 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL II CERTIFICATION EXAM CISCM OCT 16 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS ENTERPRISE CM IMPLEMENTATION ECM-605 OCT 17-18 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL III CERTIFICATION EXAM CCMP OCT 18 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS 61 & 649 CM FRAMEWORK CM-61-649 OCT 22-23 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL IV CERTIFICATION EXAM C61-649P OCT 23 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS TECHNICAL DATA MANAGEMENT TDCM-607 OCT 24-25 2024 SEATS AVBL 10:00AM-3:00PM AEDT
VIRTUAL, AUS LEVEL V CERTIFICATION EXAM CTDMP OCT 25 2024 SEATS AVBL 10:00AM-3:00PM AEDT

Register By Phone: Call Tracie at 530 893-1766

On-Line Registration: Fill out form available here - On-Line Registration

Australia Registration contact Crown Management Solutions


CMTF Courses and Certification Programs

Start you training with CMTF programs and get a good foundation that will last.

Our instructors are what really sets CMTF apart from all the other CM training organizations. John M. Roberts is the only Level 5 Pre-Eminent Advisor for CM and DM. All our instructors have a minimum of 25-30 years hands-on CM experience. You will leave our courses with confidence, knowing you have the tools to implement CM. And we also prepare you for the future changes impacting CM.

We are constantly updating our courses and adding new CM Tracks and Certifications to reflect today's rapidly changing environment. All our courses cover CM impacts from the latest initiatives such as Agile, DevOps, Industry 4.0, Virtualization, Security-Focused CM, Logistics 4.0, and the Digital Transformation with the “S” Series Specifications. Our Digital Twin CM Training Environment is still in development. When complete, it will assist training and learning for all our courses.

One recent update regards the 649 course. This course and certification now covers both the MIL-HDBK-61 and EIA649C CM Frameworks, Principles, and Implementation. This is going to be a very popular class. It will incorporate the latest interactive hands-on learning techniques using innovative new tools. Everyone is welcome, there are no prerequisites. Our Service Oriented CM course has also been updated. Now called Logistics CM, this course covers the integration between CM and Logistics, the 12 Elements of Product Support, and includes emphases on Provisioning, Maintenance.

We have recently added a CMTF Certification Refresher and Executive Overview course. Take this course every three years to keep all your CMTF certifications active. There is no exam at the end of this course.

To add value to an enterprise an employee needs grounding in core values, the ability to multitask, think for themselves, stay focused on the mission and goals of the organization, and have the right skill sets for the job. When it comes to Configuration Management, it actually takes about five years of hands on experience to fully develop the core CM skills. It is very common to have students with 20 plus years experience come to these courses and get value out of them. CM consultants, other CM speakers, and people developing courses go through our programs.

We understand the work environment and our programs are designed to do more with less time. We quickly mentor CM managers and specialists in a few courses, including new hires. These days, people no longer work their way up the ranks of an organization. Frequently, they are thrown in the CM Manager or Specialist job with very little experience. I see this every day in my classes.

This is why I strongly recommend you start your CM and DM training with our programs before moving on to specialized training on any particular initiative, tool, or model. When you start with specialized training, the student typically returns to work and feels lost. Another problem with specializing, when they move out of their comfort zone onto a new program, tool, initiative, they lack a foundation to fall back on. To help, CMTF has started development of new first of a kind CM and DM planning and implementation tools. But starting with the right training is the key.

When you start with our training, students leave the class with the confidence they can work in any CM capacity because they have a grasp and understanding of the core elements and principles, not just book knowledge. And they will also get more out of any future training wherever that may be.

Here are our programs. I personally recommend you start with the Basic and Advanced Level I Track. This takes only four days, and will give you the equivalent of years of hands on experience. This should be followed by the Software Level II Track, which is only a two day course. Next we recommend the the Enterprise Level III Track, CM 61-649 CM Framework Level IV Tract, Technical Data Level V Track, Logistics CM Level VI Track, and finally the CM Master's Level VII Track. The CMTF Certification Refresher and Executive Overview course will keep you and your certifications up to date and active. We recommend this course for Executives seeking a good overview of CM, and for those seeking our three year certification refresher.

Course Offeriings

Code: CCM-601     Level I
CONFIGURATION MANAGEMENT

  • A two-day course
  • Teaches the fundamentals of CM - "what and why"
  • Covers all elements, functions, and integrated processes
  • Includes an introduction to software
  • In class experience with CM planning and assessment tools
  • Covers principles of -649 and other standards
  • Give students a sound understanding of real CM
  • A Level I program course

The Basic Configuration Management course and the Advanced Configuration were designed to be taken together to prepare students for the Level I certification exam. It is our recommendation that these two courses should be taken on the same week, at the same location, to keep the information fresh in the students mind for the exam. The certification is optional, although highly beneficial in todays job market. Students will get what they need in class to prepare them for the exam, so don't pass up the opportunity.

Code: ACM-602     Level I
ADVANCED CONFIGURATION MANAGEMENT

  • A two-day course
  • Builds upon the fundaments
  • Covers the impact of DevOps, Agile, Virtualization
  • Students experience future immersion as applied to CM
  • Those wanting to try VR/Google Glass, this is your chance
  • In class experience with CM planning and assessment tools
  • Continues extensive preparation and review for exam
  • Covers "how" to implement CM
  • A Level I program course

The Advanced Configuration Management course was designed to be taken together with the Basic Configuration Management course to prepare students for the Level I certification exam. It is our recommendation that these two courses should be taken on the same week, at the same location, to keep the information fresh in the students mind for the exam. The certification is optional, although highly beneficial in todays job market. Students will get what they need in class to prepare them for the exam, so why pass up the opportunity.

Code: SCM-603     Level II
SOFTWARE CONFIGURATION MANAGEMENT

  • A two-day course
  • Covers and builds upon the fundaments of CM
  • The complete Lean, Agile, DevOps SCM process
  • The Agile Release Train vs Traditional Change Process
  • Software Containers, VMs, Infrastructure as Code
  • In class experience with CM planning and assessment tools
  • Extensive preparation and review for the Level II exam
  • Covers Cybersecurity, SecCM, NIST
  • A Level II program course

This two-day course is the most comprehensive SCM seminar available. Thoroughly updated, it covers SCM in DevOps, Lean, Agile, SAFe, tools, and prepares students for the optional Level II certification exam available at the end of each course. The Software Configuration Management course builds upon the Level I program courses but also stands on its own for students that only want to address software. All the material needed to prepare and take the Level II exam is covered in the class, with plenty of time spent on review and sample test questions. In today’s environment, CM professionals need to augment their skills with a good understand of both hardware and software CM.

Code: ECM-605     Level III
ENTERPRISE CONFIGURATION MANAGEMENT

  • A two-day course
  • Goes beyond the fundaments of CM into DevOps and Agile
  • Extends material to the Enterprise CM environment
  • Students learn the differences betweeen Program and Enterprise CM.
  • Covers how CM is integrated into other processes.
  • In class experience with CM planning and assessment tools
  • Covers how to develop an Enterprise CM framework for implementation.
  • A Level III program course

The Enterprise Configuration Management course is more than a refresher course. It builds upon the fundamentals and program level CM and shows students how to implement CM across the whole enterprise. Extensive coverage of standards, initiatives, and principles and how to tailor them to build the framework for and Enterprise Configuration Management Plan. At this time grandfathering is still and option for those seeking the optional Level III certification. When grandfathering closes in the near future passing the optional certification exam will become the only way for student to achieve Level III certification. Students are encouraged to bring their plans and policies to class for inclusion in discussions and workshops.

Code: CM-61-649     Level IV
61-649 CM FRAMEWORK, PRINCIPLES, & IMPLEMENTATION

  • Certified 61 & 649 Professional Certification
  • Two-day course
  • This course covers all CM Handbooks and Standards (MIL-HDBK-61, EIA-649C, 649-1, 649-2
  • Complete coverage of the MIL-HDBK-61 & EIA-649C CM Standard
  • Map the CM principles to CM requirements, processes, tasks & tools
  • Get hands-on experience with our planning workshop
  • Includes CM assessment, CM strategy development and process templates
  • Learn the applicability of 649 principles to your environment
  • Discover how to integrated 649 with other CM standards and initiatives
  • Includes both Commercial and Defense implementation of 649
  • Class participation encouraged, an informative time will be had by all!
  • Covers EIA-649-1 CM Requirements for Defense Contracts
  • Examines and differentiates the acquirer and supplier roles in 649-1
  • Learn how requirements and CM tasks are derived from the CM Principles
  • Also includes tailored 649 C/649-1/649-2 requirements for Commercial application
  • Defense acquirers will learn how to tailor 649-1 for their contracts
  • You will learn how to review a CMP for contractual compliance
  • Suppliers will learn how to respond, comply, and write their CM Plan
  • Hands-on tailoring workshop with 649-1 ANNEX A TAILORING WORKSHEET
  • 649 Certification upon completion of this course

At the start of the course attendees will receive our supplemental resource of CM information and application guide. These are used in class workshops and projects to reinforce concepts learned with practical examples and experience. These include everything you need to assess the maturity of your CM process, analyze the 649 CM Standard, and create your own unique tailored 649 compliant Configuration Management Strategic Planning Map. Attendees are encouraged to bring their laptops and handhelds to class for use in our workshops and projects. Everyone will benefit from completing our 649 Track and Certification. It doesn't matter if you are new to CM, already have CM certifications, work with hardware, software, documentation, government, defense or in a commercial industry, this track applies to everyone. This course includes hands-on interactive group experiences designed to facilitate long term retention of what you learn in the course.

Attendees will develop a CM Strategic Planning Map into a 649 compliant Configuration Management Requirements Document, CM Implementation Plan and CMP, specifically tailored to their environment, using the latest tools and techniques in class. For those with current CM plans, we recommend you bring them with you for analysis, validation and improvements in our workshops. You will not only learn how to write a 649 compliant CMP, but how to review one as well. In addition to presentations, team projects, and class workshops, attendees will receive individual mentoring by our internationally recognized speaker and SMEs. This is the only CM track in the world where attendees leave with certification and a roadmap for implementing a 649 CM program. Standards can be long and dry. Sitting for days listening to a speaker read slides or staring at a monitor can be painful ... the mind can only absorb as much as the rear can endure. That is why we teach 649 with the right proportion of lecture and hands-on interactive experiences. If you learn by doing, in a dynamic group environment, this 649 course is right for you.

Code: TDM-607     Level V
TECHNICAL DATA MANAGEMENT

  • A two-day course
  • Covers TDM requirements and data workflow
  • Students learn the new DM framwork
  • You will also learn how to write a Data Management Plan
  • Extensive coverage of CDRLs, DIDs, and deliverable data processes
  • In class experience with DM planning and assessment tools
  • Workshops for DM planning and a DM assessment
  • Covers "what, why and how" to implement TDM
  • TDM tools and the future of TDM

The Technical Data Management process has been around for a long time. The Statement of Work (S.O.W.) is the tasking part of a contract. But if you want something delivered, especially when dealing with government acquisition, another part of the contract is used, the Contract Data Requirements List (CDRL). The major function of DM is scheduling the creation, release, submittal, review, and archiving of CDRL deliverables. The organizational structure of DM has changed over the years. Originally a separate organization from CM, then placed under CM, and now many enterprises are once again creating a separate DM. The main reason for this is the military and government have recently gone from just a few dozen CDRLs on a typically contract to hundreds of CDRLs. This has created a dramatic increase in workload and importance on DM professonals. And performing DM today entails understanding digital data and new technology. For this reason we have created a new TDM course and certification which we think you will find very useful.

Code: LCM-604     Level VI
Logistics Configuration Management

  • New Logistics Configuration Management Certification
  • Examines Agile, Scrum, Lean, DevOps, SAFe
  • Covers CM & the Cloud, Virtualization, ITIL, Infrastructure as Code
  • Overview of Provisioning and Maintenance, RCM, CBM+
  • Learn the difference between Service CM vs. Engineering CM
  • Understand why Configuration Items (CIs) are so important
  • Logistics CM for Hardware, Software, Data, IT, Networks, VMs and Facilities
  • The entire Security-Focused CM (SecCM) process is covered
  • Covers Industry 4.0 and the Impact to CM
  • Learn the relationship between CM, Logistics, and Quality
  • Also includes the CMS, CMDB, and CM Tools for CM Requirements Discovery
  • End to end coverage of the Change Process for Service CM
  • Learn the correct Change Classifications for Engineering and Service CM
  • Includes both Commercial and Defense implementation of Logistics CM
  • Examines and differentiates the customer, contractor, and supplier roles
  • Hands-on tailoring workshop with CM TAILORING WORKSHEET
  • Hands-on certification review and preparation workshop
  • Certified Logistics Configuration Manager C.L.C.M. Certification at end of course

Logistics Configuration Management is governed by the same CM Principles and fundaments as Engineering CM, but implementation requires and understanding of service and support. This course covers both Logistics and CM, with an additional emphasis on Provisioning and Maintenance. It is designed to familiarize students with their linkage to the 12 Elements of Integrated Product Support, Sustainment, RCM, CBM+, Provisioning, and Maintenance strategy to ensure system mission readiness. Current and changing requirements and tools are covered. This course is intended for CM, CDM, PSM, PM, Engineers, Logisticians, and those seeking a basic working knowledge of product support. Certification preparation and the optional exam are included. This course has no specific prerequisites.

Logistic CM covers a broad spectrum of processes, roles, responsibilities, and standards, which are tailored for fit the applicable environment. This course will cover some of the major Service CM domains, such as Rail, IT, Medical, Energy, Aerospace, Software, Networking, both Commercial and Military. In addition to the basic elements of CM, this course also covers important topics such as configuration control for Virtualization, Hypervisors, Containers, IaC, VMM CM, and what to expect with ITIL version 4, and many more topics.

Your instructor, Mr. John M. Roberts, brings his unparalleled credentials and teaching style to this course. Mr. Roberts was recently recognized by the Commonwealth with their highest accreditation, “Pre-Eminent Advisor (Level 5), for Data and Configuration Management, and Technical – Configuration Management. This course material is the culmination of over 35 years of real-world hands-on CM experience, which includes the Lockheed Skunk Works, a legendary organization that helped define Lean and Agile before those terms were widely used. Mr. Roberts has taught over 1,000 CM courses in over 20 counties. This course fills a much needed gap in CM standards and handbooks. No prerequisites, all are welcome, all will learn. If you want to master Service Oriented CM, this is the course. Students will also get an opportunity to use a beta of CMTF’s new 3-D CM learning tool….made with the same Unreal engine used for Commercial and Military AR, VR, MR simulations, and popular UE5 applications. Learning CM is a four step process; core, basic, advanced, and specialized. It’s all covered here, in a fun and interesting environment, with lots of class interaction and hands-on workshops.

Code: CMI-608     Level VII
CM Implementation

  • Configuration Management Implementation Two-Day Course
  • New CMTF Level VII Master's Certificaiton in Configuration Management
  • Learn how to implement CM programs, step-by-step
  • No exam, in class workshops and projects
  • Class group Capstone Implementaiton Plan developemnt and presentation
  • Gives students a sound understanding of what is required to implement CM.
  • Covers how to write the Configuration Management Implementation Plan
  • Hands-on workshop I, Assessing Your Program
  • Hands-on workshop II, Identifying Tasks and Risks
  • Hands-on workshop III, The Implementation Plan
  • Master's Certification in CM, M.C.C.M. at end of course

The CM Implementation course was designed for the student who has some classroom and working CM knowledge, providing guidelines to implement that knowledge into the real-world environment. The course includes numerous workshops, so the student can assimilate information they will need to develop their own program Implementation Plan. If you can’t put into practice what you know, then what you know is of no value. This course will ensure you have that executable understanding.

The Level VII CMTF Master's Certification in Configuration Management is CMTF's Capstone Credential in CM. Interested parties can register for the course, and apply for their CMTFM, Master's Certification in CM. This course is not for the CM novice. A basic knowledge of CM is a prerequisite for this course, verifiable with basic, advance, and other CM certifications. CMTF's certs, as well as pre-approved certs from other CM training organizations, will be recognized as meeting the prerequisites. This three-day course is Hands-On Workshop and group project based. Students will break down into groups, collect data for their plans, prepare, and finally present their Configuration Management Implementation Plan. This is not an exam. Students will demonstrate their understanding on how to implement CM through the plan they develop and present in class.

Your instructor, Mr. Steve Sigmon, brings his unparalleled credentials and teaching style to this course. Mr. Signom is a CMTF Senior Instructor, and Lead for new course development. With over 35 years of Logistics/Configuration Management experience, Steve has lectured for over 25 years presenting in-house and public courses.

Code: REFEO-700
Certification Refresher - Executive Overview

  • A two-day course
  • Covers the complete CM process
  • Students how to conduct a CM Health Assessment
  • You will also learn Five CM Functions plus
  • Extensive coverage of CDRLs, DIDs, and deliverable data processes
  • Updates to CM Handbooks and Standards
  • How to develop a CM Way Ahead
  • Covers "what, why and how" to implement CM
  • The Role of CM in MBSE & MBPS
  • The Ditital Transformation and CM
  • Covers "what, why and how" to implement CM
  • The Future of CM

This two-day course is designed as a CMTF certification refresher course, as well as an Executive Overview. If you have been previously certified, it is highly advised that you take this course every 3 years to keep your certifications active and stay up to date.

CM SMEs, Engineers, Logisticians, Senior Leadership, Program Managers, Deputy Program Managers, Program Systems Engineers, and defense commands will find this course invaluable to improving your CM program. This course will prepare attendees for the development of a common CM Framework for implementation.

This course material is the culmination of over 35 years of real-world hands-on CM experience, which includes the Lockheed Skunk Works, a legendary organization that helped define Lean and Agile.

Your Instructor - John M. Roberts

A much sought-after speaker, Mr. John M. Roberts has helped thousands of professionals in Europe, Australia, and the U.S. meet today’s needs and prepare for the new role of CM in tomorrow’s high tech global market. Mr. Roberts has over 35 years of experience on multi-national, commercial, and government programs, including the F-22 Fighter at Lockheed, Towed Arrays at Allied Signal, Satellites, Software Development, and the B-2 Bomber at Northrop.

Mr. Roberts is the primary architect of the CMTF CM Certification Program, the longest standing and leading CM certification program in the world. Mr. Roberts has taught over 1,000 CM seminars in over 20 counties. Always interesting, entertaining, an informative and good time is guaranteed for everyone.

Mr. Roberts is the only Level 5 Pre-Eminent Advisor for CM and DM.

Certification Programs

LEVEL I - CICM
Certified International Configuration Manager

  • Configuration Management   (course completion required)
  • Advanced Configuration Management   (course completion required)
  • No other prerequisites
  • Shortened to two parts
  • Two hours given for exam
  • 15 questions, true false, multiple choice, short answer, essay
  • Requires 70% correct to pass
  • Acronym list and six pages of notes allowed during test.

The Level I CICM Exam is optional. Interested parties can register to take the exam, which is typically offered on the afternoon following completion of the Advanced CM course, or morning of the next day. Most students finish in under one hour, but a full two hours are allotted who need extra time. Significant review time is provide in both the CCM and ACM courses, including sample test questions. Graduates receive a completion certificate and their name will be entered into the CMTF registry showing they have achieved CICM certification.

LEVEL II - CISCM
Certified International SW Configuration Manager

  • Software Configuration Management   (course completion required)
  • No other prerequisites
  • Two hour exam
  • 8 questions, short answer, 3 essay.
  • Requires 70% correct to pass
  • Acronym list and six pages of notes allowed during test.

The Level II CICM Exam is optional. Interested parties can register to take the exam, which is typically offered on the afternoon following completion of the Software CM course, or morning of the next day. Most students complete the exam in under one hour, but a full two hours are allotted for those who need exta time. Significant review time is provide in the SCM course, including sample test questions. Graduates receive a completion certificate and their name will be entered into the CMTF registry showing they have achieved CISCM certification.

LEVEL III - CCMP
Certified Configuration Management Professional

  • Enterprise Configuration Management   (course completion required)
  • No other prerequisites
  • Not required, but recommend some prior CM experience or certification
  • Helpful to take Level I and Level II prior to Level III
  • Two hours alloted for exam
  • Five essay questions, must answer any four
  • Requires 70% correct to pass
  • Acronym list and six pages of notes allowed during test.

The Level III CDMP Exam is optional. Interested parties can register to take the exam, which is offered on the afternoon following completion of the Enterprise CM course. Most students complete the exam in 30 minutes, but a full hour is alloted for those who need extra time. Significant review time is provide in the ECM course, including sample test questions. Graduates receive a completion certificate and their name will be entered into the CMTF registry showing they have achieved CCMP certification.

LEVEL IV - C61-649P
Certified 61 & 649 Professional

  • CM-61-649 CM Frameworks   (course completion required)
  • No other prerequisites
  • 19 questions, true false, multiple choice, short answer, essay
  • Two hours alloted for exam
  • Requires 70% correct to pass
  • Acronym list and six pages of notes allowed during test.

The Level IV C61-649P Exam is optional. Interested parties can register to take the exam, which is typically offered on the afternoon following completion of the 649-C course. Most students complete the exam in 30-40 minutes, but a full hour is allotted for those who need exta time. Significant review time is provide in the 649 course, including sample test questions. Graduates receive a completion certificate and their name will be entered into the CMTF registry showing they have achieved C649P certification.

LEVEL V - CTDMP
Certified Technical DM Professional

  • Technical Data Management   (course completion required)
  • No other prerequisites
  • One hour test
  • Five essay questions, must answer four of the five
  • Requires 70% correct to pass
  • Acronym list and six pages of notes allowed during test.

The CTDMP Exam is optional. Interested parties can register to take the exam which is typically offered on the afternoon following completion of the TDM course. Most students finish in under one hour, but a full two hours are allotted. Significant review time is provide in the TDM course, including sample test questions. Graduates receive a completion certificate and their name will be entered into the CMTF registry showing they have achieved CTDMP certification.

LEVEL VI - CLCM
Certified Logistics Configuration Manager

  • Service Oreinted CM   (course completion required)
  • A new certification for CM professionals
  • No other prerequisites
  • Five questions, short essay exam, review in course
  • One hour alloted to exam
  • Requires 70% correct to pass
  • Acronym list and six pages of notes allowed during test.

The Level VI CLCM Exam is optional. Interested parties can register to take the exam, which is typically offered on the afternoon following completion of the LCM course. This exam should take no longer than 30-40 minutes, but a full hour is allotted for those who need exta time. Significant review time is provide in the this course, including sample test questions. Graduates receive a completion certificate and their name will be entered into the CMTF registry showing they have achieved CLCM certification.

LEVEL VII - MCCM
Master's Certification in CM

  • CM Implementation   (course completion required)
  • A new Master's certification for CM professionals
  • Prerequisities: Basic, Advanced, and Other CM Certifications
  • All CMTF Certifications and other CM Certs considered
  • Master's Cert in CM is based on course and project completion
  • Capstone class group projects are presented on the last day
  • Groups collect data, prepare their CMI plans, then present

The Level VII CMTF Master's Certification in Configuration Management is CMTF's Capstone Credential in CM. Interested parties can register for the course, and apply for their CMTFM, Master's Certification in CM. This course is not for the CM novice. A basic knowledge of CM is a prerequisite for this course, verifiable with basic, advance, and other CM certifications. CMTF's certs, as well as pre-approved certs from other CM training organizations, will be recognized as meeting the prerequisites. This three-day course is Hands-On Workshop and group project based. Students will break down into groups, collect data for their plans, prepare, and finally present their Configuration Management Implementation Plan. This is not an exam. Students will demonstrate their understanding on how to implement CM through the plan they develop and present in class.


Why choose CMTF Training?

CMTF Training

Best Practice CM

The most important considerations for selecting training is the actual material that will be covered. It must be a good fit, sound, and relevant. This is where CMTF is head and shoulders above the rest. The core of our training material is built upon the fundamentals of current best practice and traditional CM, with an eye to inflection points, what is coming. You will learn CM in our training. We will give you the skills to properly tailor and implement CM to your environment. And our training will serve you well into the future.

Our training includes coverage of all relative standards, handbooks, models and initiatives. But these things come and go quickly, so our lectures stress fundamentals and principles that we know work.

Certification is important

Certificaiton is important today

At CMTF we offer one of the longest running and most respected certifications in Configuration Management. We offer three levels of certification, with one dedicated to Software Configuration Management. In the absence of University degrees it is very important for those working in this field to add certification to their professional development.

Our certification exams will test your understanding of CM, not memorization. Our instructors feel a responsibility for mentoring and preparing you to pass the test. Students feel a great sense of accomplishment when they get their certification. It is well worth the time and effort.

Inflection Point

Strategic Inflection Points

A strategic inflection point is the point in time that something new comes along and replaces the old, like when Netflix took a big bite out of the DVD rental business. It is important to keep up to date on these changes because they impact how we do our work. I am not talking about following trends. Trends are not always good. Remember the Pet Rock, Puka shell necklaces, and Mood rings? Of course not, I understand, that was before your time.

This generation is experiencing more change than any other. The future will look very different and it will change the way we implement CM. Web 4.0, SAAS, BYOD, iButtons, Google Glass, these are things you need to prepare for and understand. Come to one of our courses and you will have a change to see firsthand how these technologies will transform your workplace in the near future.

High marks from students

CMTF gets high marks from students

In over twenty years of training we are proud to say we have never had an unhappy student. We always get glowing evaluations. And we have received countless emails from former students with stories of how they went back to work and were able to implement something they learned in class. That is the main point of training, to mentor and equip others to go out and improve their processes.

We understand training

We understand training

CMTF has been around for over three decades. In that time we have put on over 1,000 courses in many countries around the globe. That experience is focused towards creating the optimum learning environment for the students. We only choose great locations, nice hotels, and we don’t skimp on anything. I know from my own experiences, if you are having a bad time at a hotel it becomes hard to concentrate in class. We don’t look for the cheapest conferences rooms. We hold hotels accountable, and listen to student recommendations.

Our students also have a great time. They laugh, interact, contribute, and stay engaged. Most importantly, they learn something they can use back at work.

Top rated speakers

We only use top rated speakers

There are some trainers out there that have never really done what they are teaching. You will not find that at CMTF. We only draw our speakers from a small pool of internationally recognized subject matter experts that receive impeccable student reviews. Most of our speakers currently or have in the past taught at the University level. All our speakers have years of hands on experience in their respective fields.

All our material is constantly updated to reflect the changing times. We are not locked into any system where we must ask someone outside of the CM profession for permission before making a change to a lecture. We author and own the lecture material.

CMTF offers good value

Training dollars go a long way with CMTF

CMTF offers good value for your training dollars. There are no hidden frees for on-site training. Our price includes all the speaker fees and expenses. Our certification programs do not come with requirements to take more classes or attend conferences just to maintain the certification. We do the job right the first time. And we cover more material in less time because we understand today’s budget environment. This is very important with shrinking training dollars and limited travel funds. We also understand that people today are required to multitask and they are typically doing the work of two people. And they can’t afford to be away from their work for long periods of time to take multiple training courses. That is why we pack everything we can into our lectures while maintaining an enjoyable and comfortable pace.

When you are courting a nice girl an hour seems like a second. When
you sit on a red-hot cinder a second seems like an hour. That's relativity.

Albert Einstein

View and Download our current brochure here

CMTF Course Outlines

At CMTF we specialize in Configuration Management and Technical Data Management

We have conducted these courses for over two decades. They are tried and tested. We know what works and what students need. We also know how much material the mind can absorb in a day. And yes it is related how long the rear can endure sitting in the standard conference room chair. Just checking to see if anyone reads this or not. Our students love these classes, so the time goes quickly and they take in alot. We have trained more and longer than anyone, yet we pride ourselves on keeping our lectures current and fresh with a hands on experience with the future. We are developing course workshops using first of its kind planning software and new technology such as Google Glass.

If you choose another trainer, no worries. But come back and give us a try ... experience the differnece for yourself. New offerings coming soon.

CONFIGURATION MANAGEMENT

Code: CCM-601

Proper application of the CM process shortens the product development cycle, improves your quality, reduces the cost associated with unwanted change, and builds integrity into your systems. This informative program will give you the proven tools to do the job right.


YOU WILL LEARN

  •   Fundamentals of CM
  •   The impact of new standards
  •   Closed-loop CCBs
  •   How to write CM Plans
  •   How to conduct CM audits



DEFINING CM

  • CM definitions, views and levels
  • CM process elements and functions
  • CM handbooks, standards & the new 649-1
  • Baselines, interfaces and configurations
  • Enterprise CM implementation framework

CM PLANNING AND MGMT

  • Selling CM and obtaining buy-in
  • CM organization and job classifications
  • Different CM environments
  • New Lean, Agile, DevOps CM
  • Tailoring and implementation

CONFIGURATION IDENTIFICATION

  • Elements of configuration identification
  • Configuration items
  • Requirements traceability
  • CM structure: part lists, BOM
  • Item identification and numbering

ENGINEERING RELEASE & CMDB

  • Data ownership
  • The document control process
  • Development vs formal release
  • Release records
  • Metadata retention

CONFIGURATION CONTROL

  • Closed-loop change management
  • Workflow, priorities & classifications
  • ERBs, CCBs, and change implementation
  • Responsibilities and keys to success
  • Non-conformances, variance/RDW

INTRO TO SOFTWARE & IT CM

  • Lightweight process movement
  • Scrum, Agile, SAFe
  • DevOps, release train, IaC
  • Specific software CM tasks
  • SW changes, release, audits

CM STATUS ACCOUNTING

  • Status accounting elements
  • Defining CSA tasks and tailoring
  • The CSA system and reports
  • Dashboard, portal and CITIS
  • Web 4.0 and the Future

CM VERIFICATION & AUDIT

  • The need for review and audits
  • Internal and informal audits
  • Developing the audit plan
  • How to conduct the FCA
  • Conducting the PCA

THE CM PLAN

  • The project-program CM Framework
  • CMP preparation techniques
  • Hardware, Software, IT CMPs
  • General procedures and work flow
  • Assessments, procedures and plans

CM GOVERNANCE

  • The Configuration Manager role
  • Core values & governance
  • Governance plan & checklist
  • Flow down: the CMRD, CDRL, SDRL
  • In-service tasks

ADVANCED CM

Code: ACM-602

This is the Advanced CM seminar developed and taught by Mr. John Roberts in 20 countries. If you want to know the future of technology and CM this is the class. It reflects the needs of today and tomorrow. Come prepared to have fun while you learn ... drinking from a fire hose of knowledge can be exhilarating!


YOU WILL LEARN

  •   Your CM maturity
  •   CM process improvement
  •   CM life-cycle work flows
  •   The impact of DevOps & technology
  •   CM tools and automation



INTRO TO ADVANCED CM

  • Core, basic, advanced, specialized CM
  • Tailoring to your environment
  • The Five CM Functions Plus
  • Service assets vs. configuration items
  • Your Configuration Management framework

Advanced: Planning & Implementation

  • Adaptive acquisition framework (AAF)
  • Life-Cycle CM implementation
  • Critical success factors
  • Key prformance indicators
  • CSAS & tools, verification & audit

THE FUTURE: MANAGING CHANGE

  • How to prepare for uncertainty
  • AI, ChatGPT, machine learning
  • Stand-In Forces, 3D printing
  • Tethered and autonomous systems
  • Kubernetes K8s & deployment

THE DIGITAL TRANSFORMATION

  • CM and digital twins: MBSE & MBPS
  • Technical data interoperability (TDI)
  • The S-Series IPS specifications
  • PLM interoperability projects
  • CM for commercial off-the-shelf

CM INTEGRATION WITH LOGISTICS

  • History of logistics systems
  • The 12 IPS elements
  • Reliability-Centered Maintenance
  • The RCM decision tree
  • Condition Based Maintenance plus

CM INTEGRATION WITH QUALITY

  • A culture of quality
  • Quality and CM convergence
  • The quality manual & CMP
  • ISO quality standards
  • The quality management system (QMS)

CM INTEGRATION WITH DM & CDRLs

  • Configuration data management’s goals
  • Data management activities
  • The CDRL list
  • Data item description DID
  • International traffic in arms regulations

DATA RETENTION

  • Data retention and schedules
  • Order of precedence
  • Defense data retention
  • Deviations from the three year rule
  • Transitory records in electronic messages

SCM, CLOUD, Virtualization, SecCM

  • Traditional vs. DevOps environments
  • Essential, SAFe, toolchains, repositories
  • Cloud-Native and virtualization
  • Infrastructure as Code (IaC)
  • Security-Focused Configuration Management

MANAGING THE CM PROCESS

  • Defining the CM organization
  • CM implementation planning
  • Writing a CMP
  • Reviewing a CMP
  • Maximizing performance

SOFTWARE CM

Code: SCM-603

This two-day course is the most comprehensive SCM seminar available. Thoroughly updated, it covers SCM for DevOps, Lean, Agile, SAFe, tools, and prepares students for the optional Level II certification exam available at the end of each course.


YOU WILL LEARN

  •   How to apply SCM principles
  •   The latest standards and tools
  •   The complete Agile DevOps SCM process
  •   Software development methods
  •   The software release process



INTRO – THE SCM FRAMEWORK

  • Traditional & Agile SCM
  • The five functions of CM
  • Expanding the CM functions
  • Standards and methods
  • Baselines and configurations

PLANNING & METHODS, SAFe, & AGILE

  • SCM planning and management
  • Tailoring by CSCI category
  • SAFe essential elements
  • The release train
  • Agile, Scrum process & visualization

SW CONFIGURATION IDENTIFICATION

  • Configuration Identification function
  • CSCI selection process
  • Product structure hierarchy
  • Identification & product support integration
  • BOMs and SW to HW dependencies

VIRTUALIZATION, INFRASTRUCTURE, IT

  • Types of virtualization
  • Infrastructure as Code (IaC)
  • Item Unique Identification (IUID)
  • IT asset control procedures
  • IT discovery

CHANGES, VERSIONING, BRANCHING

  • SW Change Control
  • Change process in Agile and DevOps
  • Versioning schemes
  • Branching strategies
  • Kubernetes (K8s) & container orchestration

CSAS, TOOLCHAINS & REPOS

  • Elements of CSAS
  • The CSAS toolchain
  • SW Data Management
  • DevOps lifecycle and toolchain
  • Repositories

SCM VERIFICATION AND AUDIT

  • CVA principles
  • Verification vs validation
  • The audit plan
  • How to conduct the FCA & PCA
  • CM governance

QUALITY AND TESTING

  • Quality and self-regulation
  • Trust and verification
  • Agile's fail fast
  • Testing and debugging
  • Continuous testing

RMF, SECURITY-FOCUSED CM & CLOUD

  • Risk Management Framework
  • Security-Focused CM
  • SecCM phased implementation
  • Security Evaluation (ISO/IEC 15408)
  • Cloud-Native

EMERGING TOPICS

  • Preparing for change
  • Emerging technologies, initiatives
  • AI enabled robots & ghost ships
  • Kubernetes (K8s) orchestration
  • LOTAR International

ENTERPRISE CM

Code: ECM-605

This two-day course is designed for CM Professionals with some experience but everyone is welcome. More than a refresher course, it builds on the fundamentals and prepares students for the optional Level III CCMP certification exam available at the end of each course.


YOU WILL LEARN

  •   Enterprise wide CM
  •   The whole CM integration process
  •   CM tailoring requirements
  •   Hands on with CM planning software
  •   How to implement CM organizaiton wide

ECM AND CM AWARENESS

  • Enterprise Configuration Management defined
  • Your current and desired states
  • CM Project & outputs
  • The CM framework
  • CM Awareness

CM PROGRAM, PLANNING & CMP

  • CM Planning & Mgmt activities
  • The Configuration Management Plan
  • RACI chart & performance indicators
  • WBS and detailed CM planning
  • CM integrated master schedule

COMMON FRAMEWORK & FUNCTIONS

  • CM common framework defined
  • CM handbooks and framework standards
  • Enterprise CM modeling
  • Standards and normative compliance
  • CM planning principles

HEALTH ASSESSMENT & WAY AHEAD

  • CM elevator pitch & assessment schedule
  • CM Health Assessment conduct
  • Health assessment results & improvement
  • Assessment grading scale
  • CM Way Ahead project 4-block

CM INTEGRATION: LOGISTICS & SW

  • Origin of Logistics & Supply Chain
  • The 12 IPS elements and CM
  • RCM & patterns of failure
  • Versioning schemes
  • Branching Strategies

ASSET MGMT, TRANSITION & DM

  • Financial Improvement & Audit (FIAR)
  • Item Unique Identification (IUID)
  • Visual Configuration Management
  • The Acceptance Data Package
  • Data Call, CDRL, data transfer

IDENTIFICATION & CHANGE MGMT

  • CI activities, CI selection
  • Product configurations
  • Product structure
  • The change control process
  • Non-conformance prodessing

CSAS AND DASHBOARD TOOL

  • CSA system and tasks
  • CSAS features
  • CSA principles
  • CSA gap analysis tool
  • Visualizing data: dashboards

CM VERIFICATION & AUDIT

  • Core values and CM integrity
  • Field and desktop verification
  • CM audits, FCA & PCA
  • CM governance and the CM Manager
  • Requirements flowdown

FUTURE TRANSFORMATION

  • Supporting the mission
  • Delivering real value to the enterprise
  • Emerging technologies and initiatives
  • Digital Acquisition Questions
  • S1000D product structure

61 & 649 CM FRAMEWORK

Code: CM-61-649

MIL-HDBK-61 provides a best practice for implementing a CM Program. EIA-649 is a good standard based on 40 CM principles. Together, these provide an excellent framework for CM. Implementation and compliance can be a daunting task. No worries, this is where our course is different from others you may have seen. We go beyond teaching the content of 61 & 649. During this course you will learn strategic and detailed CM planning for implementing a 61 & 649 compliant CM program. This course also simplifies the daunting tailoring of Annex - A and provides guidance on tailoring 61 & 649 to any environment, including expanding the five CM functions to include common practice today. Both the acquirer and supplier roles are addresses, as well as defense, non-defense, R&D, lab, software, and IT implementation of 649.


YOU WILL LEARN

  •   Structure & content of 61 & 649
  •   The CM Principles and processes
  •   CM assessment & strategic planning
  •   CM requirements mapping and the CMP
  •   The structure & content of 649-1
  •   How to apply 649-1 to your environment
  •   How to complete the Tailoring Worksheet
  •   61 & 649-1 compliant implementation



INTRODUCTION TO 61 & 649

  • Contents, foreword, structure
  • Scope & phases of a product life cycle
  • Terminology and aliases
  • Principle CM-1
  • CM Functions and Principles

ENHANCED ANALYSIS & Framework

  • Shall vs. should, mandatory & guideline
  • Requirements discovery in 649-B
  • Building the compliance matrix
  • Additional CM requirements
  • Objectives and output

CM PLANNING and MANAGEMENT

  • Principles CMP-1 thru CMP-9
  • Context, Agile, DevOps, SAFe environments
  • Resources and responsibility
  • Procedures, training, compliance & supplier CM
  • Product configuration information process

CONFIGURATION IDENTIFICATION

  • Principles CI-1 thru CI-14
  • Product configuration identification
  • Enterprise and product identifiers
  • Product structure & configuration items
  • Configuration baselines & interface management

CONFIGURATION CHANGE MANAGEMENT

  • Principles CCM-1 thru CCM-9
  • Manage, justify, identify, classify & document
  • Coordination, eval and disposition of changes
  • Implementation of approved changes
  • Manage requests for variance

CONFIG STATUS ACCOUNTING

  • Principles CSA-1 thru CSA-3
  • CSA info capture & reporting
  • CSA tasks
  • Product life cycle and CSA
  • CSA performance measurements

CONFIG VERIFICATION & AUDITS

  • Principles CVA-1 thru CVA-4
  • Verifying product configuration
  • Verifying change incorporation
  • Configuration audits
  • Verification & audit tailoring

STRATEGIC & DETAILED PLANNING

  • Requirements structuring
  • Impact of Agile, DevOps, Lean
  • Assessment of your current CM
  • CM process and data modeling
  • Implementation planning tools & templates

SCOPE OF 649-1

  • Content, structure, and introduction
  • Responsibility of Acquirer
  • Responsibility of Supplier
  • Tailoring requirements
  • Principle CM-1 CM Requirements

APPLICABILITY OF 649-1

  • CM requirements for defense contracts
  • Requirements intended to be tailored by Acquirer
  • Supplier tasks covering CM functions & principles
  • Acquirer/Supplier contract relationships
  • Other types of agreements

REQUIREMENTS TAILORING &
ANNEX - A PROJECT

  • Defense and government tailoring and contracting
  • Additional industry initiative CM requirements
  • Software, IT, lab, industry specific tailoring
  • Tailoring for non-defense enterprises
  • Requirements compliance matrix

PROJECT REVIEW & EXAM

  • Class project presentations
  • Group evaluation and project discussion
  • Summary and review
  • Exam
  • 649 Certification

TECHNICAL DATA MANAGEMENT

Code: TDM-607

This two-day course is for CM and DM Professionals. More than a refresher course, it builds on the fundamentals and prepares students for the CTDMP certification exam, available at the end of this course.


YOU WILL LEARN

  •   To Manage Data Workflow
  •   The New DM Framework
  •   How to write the DM Plan
  •   How to implement DM
  •   Electronic review of CDRLs



NEW TECHNICAL DM REQUIREMENTS

  • DM standards and changes
  • The nine principles of DM
  • Data types and views
  • Traditional functions of DM
  • GEIA Standard 859, higher-level DM

THE DM FRAMEWORK

  • Defining the scope of DM
  • Aligning DM Strategy and Processes
  • Implementation and needed skills
  • Product data & life cycle management
  • DM process enablers

TAILORING DM FOR DoD

  • The role of the Data Manager
  • Planning & The data call
  • Contracts, SOOs, SOWs, CDRL, DID
  • Managing and protecting rights in data
  • Data distribution and reviewr
  • The data work flow

DIGITAL ENVIRONMENT & Docs

  • The move to soft masters and copy
  • Digital data, standards and formats
  • Industry 4.0, Internet of Things
  • VR, Additive Manufacturing, DevOps
  • Creating a CITIS and dashboards

DM AUTOMATION & TOOLS

  • Automation and tools
  • DM tool, DEVSECOPS
  • CDRL & SDRL preparation
  • Data tracking and delivery schedule

DM INTEGRATION & CM

  • The CM data product structure
  • A Change control process
  • Data integrity, review and approval
  • Status accounting and metrics
  • Special provisions & validation mechanism

DM PROCESS IMPLEMENTATION

  • Defining a requirements map
  • Monitoring Data Quality
  • Data indexing, access, distribution
  • Integrating with knowledge mgmt
  • Real process improvement

THE DM TOOLBOX

  • The DM Implementation Plan
  • Data Forms (CDRL, DID, SDRL)
  • Tailoring and pricing tech data
  • Electronic review process

PREPARING THE DM PLAN

  • DM Plan prep methodology
  • Contents of the DMP
  • The Data Steware and Custodian
  • ITAR requirements
  • Process improvement

THE FUTURE OF DM

  • Strategic Inflection Points for DM
  • Web 4.0, Identity 2.0, Assurance
  • Information access in the future
  • Push notifications across everything
  • M2M communication and massive data trail
  • Transforming Govt. & DoD

LOGISTICS CONFIGURATION MANAGEMENT

Code: LCM-604

Logistics Configuration Management is governed by the same CM Principles and fundaments as Engineering CM, but implementation requires and understanding of service and support. This course covers both Logistics and CM, with an additional emphasis on Provisioning and Maintenance. It is designed to familiarize students with their linkage to the 12 Elements of Integrated Product Support, Sustainment, RCM, CBM+, Provisioning, and Maintenance strategy to ensure system mission readiness. Current and changing requirements and tools are covered. This course is intended for CM, CDM, PSM, PM, Engineers, Logisticians, and those seeking a basic working knowledge of product support. Certification preparation and the optional exam are included. This course has no specific prerequisites.


YOU WILL LEARN

  •   Overview of Logistics
  •   The twelve IPS elements
  •   The CM Framework and Selecting CIs
  •   Change control, CSAS, Verificaiton
  •   MBPS and S Series IPS Specifications
  •   Linkage of Logistics & IPS with CM
  •   Provisioning and maintenance planning
  •   The various maintenance strategies
  •   Emerging supply chain topics



OVERVIEW OF LOGISTICS

  • Origin of logistics and supply chain
  • History of logistic systems
  • Logistic specialization
  • Difference between logistics & supply chain
  • Logistics strategies
  • Defense Logistics Agency
  • Life-cycle logistics activities
  • Acquistion logistics sub-functions

INTEGRATED PRODUCT SUPPORT (IPS)

  • Product support objective & strategy
  • Why should anyone care?
  • Additional compelling reasons
  • Defining Integrated Logistics Supoport
  • Introduction to Integrated Product Support
  • The transition to IPS
  • SX000i specification, AAF & PSM
  • IPS policy, responsibilities & roles

THE TWELVE IPS ELEMENTS

  • The 12 IPS elements identified in SX000i
  • Integration of IPS element product deliverables
  • Product support strategy
  • DoD product support business model
  • PSM Guidebook
  • Life cycle sustainment management
  • Technical management
  • Infrastructure management

THE S SERIES IPS SPECIFICATIONS

  • The S-Series IPS specifications defined
  • Activities, deliverables and spec coverage
  • Training interfaces to other specifications
  • How S1000D interfaces with domains
  • S-3000L interfaces with domains
  • In-service data analysis process
  • Supplier data & IPS procurement
  • Current methods of data transfer

LOGISTICS – IPS LINKAGE WITH CM

  • The five functions of CM
  • Configuration Items & structure
  • The Product Support Package
  • Change control & CMDB
  • Configuration Status Accounting
  • Verification and Audit
  • On-Site & desktop validations
  • Functional & Physical Audits

INTRODUCTION TO PROVISIONING

  • Provisioning policy & responsibilities
  • Provisioning requirements & methods
  • Planning, managing & tools
  • Intro to GEIA-STD-0007
  • Provisioning data management
  • Provisioning parts list
  • Readiness-based Sparing
  • Provisioning performance measures

MAINTENANCE STRATEGIES

  • Origins of Reliability-Centered Maintenance
  • Military adoption of RCM
  • Patterns of failure
  • Maintenance paradigm shift
  • Condition monitoring & P-F interval
  • Steps to reliability-centered maintenance
  • Predictive maintenance implementation
  • Condition Based Maintenance Plus

EMERGING SUPPLY CHAIN TOPICS

  • Mission shift and force design 2030
  • Reduced footprint & signature
  • Stand-in forces & self-sustainment
  • Class IX - repair parts 3D printing
  • AI enabled robots and the last mile
  • Logistics 4.0
  • LOTAR International
  • Logistics information system automation

CONFIGURATION MANAGEMENT IMPLEMENTATION

Code: CMI-608

This two-day course is for those seeking CMTFM, our Master's Certification in Configuration Management. Implementing CM is the single most important aspect of CM and is the key to success. Now that you have CM classroom training and actual work experience, this class will help you develop a step-by-step complete CM Implementation process from beginning to end. As a wise individual once said “If you can’t implement what you know, then what you know is of no real value”. Collecting and Analyzing Data for incorporation into your own Implementation Plan is vital to any program. At the end of this class you will have an Implementation Plan ready for Execution.


YOU WILL LEARN

  •   How to put your training into practice
  •   How CM relates to other disciplines
  •   CM Life-cycle phased implementation
  •   How to analyze collected data
  •   Requirements for a CM Implementation Plan
  •   How to write an Implementation Plan





INTRODUCTION TO IMPLEMENTATION

  • Understanding CM Implementation
  • The Importance of Implementation
  • Requirements for Implementation

CM ENVIRONMENT REVIEW

  • Understanding Your Program’s Environment
  • Understanding Program Terminology
  • Developing Program CM Requirements
  • Identifying Contractual Requirements

MANAGEMENT AWARENESS

  • Identifying need for CM Processes to Management
  • Enhancing Management Level of Understanding
  • Determining Management Expectations
  • Obtaining Management Buy-In to Processes
  • The Importance of CIs in Service CM
  • Determining Levels of Authority

TERMINOLOGY

  • Understanding the Language
  • Defining Terminology for overall Concurrence
  • Removing confusion from the Environment

LIFE-CYCLE AND BASELINES

  • Program Life-Cycles
  • Program Baselines within the Life-Cycles
  • Program Requirements within the Life-Cycles
  • Identifying where your Program is within the Life-Cycle

ASSESSMENT STRATEGY

  • Collecting Program Data
  • Identifying Acquisition Categories
  • Identifying Program Assets
  • Developing a Strategy

REQUIREMENTS

  • Identifying Requirements
  • Understanding Contract Requirements
  • Understanding Program Work Statements (PWS)
  • Recognizing Shall and Will Statements

ANALYZE

  • Analyze Collected Data from various resources
  • Develop a RACI Chart
  • Identify Program Risk
  • CM Master Schedule
  • Critical Success Factors (CSF’s)
  • Key Performance Indicators (KPI’s)
  • Tool Requirements

REVIEWS & AUDITS

  • Required Reviews and Audits for your Program

DATABASES

  • Understanding Various Required Databases
  • Navy Application & Data Management System (DADMS)
  • CDM Database - Open Architecture (CDMD-OA)
  • Puppet, CHEF, CMPro

CM WORK BREAKDOWN STRUCTURE

  • Identifying CM Tasking Requirements
  • Understanding CM’s Role within the Program
  • Establishing Program Management Expectations

CM LIFE-CYCLE PHASES

  • CM responsibility in each Life-Cycle Phase
  • CM Planning and Management
  • Configuration Identification
  • Configuration Control and Change Management
  • Configuration Status Accounting
  • Configuration Verification and Audits

IMPLEMENTATION PLAN

  • Project/Program Implementation Plan Framework
  • Preparation Techniques, Proedures & Workflows
  • Assessments, Procedures and Inputs

INTEGRATION & PRESENTATION

  • Integrating CM Elements with each other
  • Integrating CM within ITIL, AGIL
  • Identifying outside areas of influence
  • Group project presentations & certification

CERT REFRESHER & MGMT OVERVIEW

Code: REFEO-700

This two-day course is designed as a CMTF certification refresher course, as well as an Executive Overview. If you have been previously certified, it is highly advised that you take this course every 3 years to keep your certifications active and stay up to date. CM SMEs, Engineers, Logisticians, Senior Leadership, Program Managers, Deputy Program Managers, Program Systems Engineers, and defense commands will find this course invaluable to improving your CM program. This course will prepare attendees for the development of a common CM Framework for implementation. This course material is the culmination of over 35 years of real-world hands-on CM experience, which includes the Lockheed Skunk Works, a legendary organization that helped define Lean and Agile.


YOU WILL LEARN

  •   A Common CM Framework
  •   How to conduct a CM Health Assessment
  •   The Five CM Functions plus
  •   Updates to CM Handbooks and Standards
  •   How to develop a CM Way Ahead
  •   The Role of CM in MBSE & MBPS
  •   Technology and initiatives impacting CM
  •   The Ditital Transformation and CM
  •   The Future of CM

CM COMMON FRAMEWORK

  • The common five functions of CM
  • MIL-HDBK-61 and EIA-649 frameworks
  • Additional CM functions
  • History of CM standards and frameworks
  • Standards: Normative compliance
  • Overarching CM Principle CM-1

LOGISTICS AND CM INTEGRATION

  • Defining logistics
  • Origin of logistics & supply chain
  • History of logistic systems
  • The Navy Construction Battalion
  • Logistic specialization & 12 IPS Elements
  • Society of logistics engineers

CM PLANNING AND MANAGEMENT

  • CM planning activities
  • CM Health Assessment
  • The CM Way Ahead and CM Program
  • The CM Plan
  • RACI chart, success factors
  • Data management activities

CONFIGURATION IDENTIFICATION

  • The build standard and build state
  • Product configurations and CI selection
  • Baseline strategies
  • Product structure hierarchy
  • COTS and release records
  • Part lists, BOMs, and MRIs

CONFIGURATION CONTROL

  • Change initiation & classifications
  • Change priorities
  • The CCB process
  • Change effectivities and disposition
  • Change implementation and closeout
  • Non-conformance system, variances

CONFIGURATION STATUS ACCOUNTING

  • CSAS and CSA tasks
  • CSAS features
  • Data visualization
  • CSA gap analysis tool
  • Designing dashboards and tool tips
  • The Configuration data manager's role

ASSET MANAGEMENT AND CM

  • Item Unique Identification (IUID)
  • RFID, asset tracking and procedures
  • Asset records: custodian and location
  • Sample procedures
  • Visual configuration management
  • IT discovery

VERIFICATION AND AUDIT

  • Configuration verification
  • On-site validations and desk verifications
  • Formal configuration audits
  • The audit plan and CM governance
  • Requirements flow down
  • Configuration data management's goals

DIGITAL TRANSFORMATION AND MBPS

  • MBPS problem statement
  • Why model based product support?
  • Understanding digital twins
  • The S-Series IPS specifications
  • Supplier data
  • Current methods of data transfer

EMERGING TOPICS

  • Mission shift & stand-in forces
  • 3D printing class IX repair parts
  • AI enabled chat bots & robots
  • Mixed reality
  • Kubernetes K8s
  • Digital acquisition

CMTF Course Fees

Early Registration Discount

To qualify for the early registration discounted fee you must register for a class 30 or more days before the event. If you register 29 days or less before an event you will be charged the regular fee. Government employees qualify for an additonal discount as noted below.

# COURSE CORPORATE CORP WITH DISCOUNT GOVERNMENT GOV WITH DISCOUNT
CCM-601 CONFIGURATION MANAGEMENT $1,295 USD $1,195 USD $1,195 USD $1,095 USD
ACM-602 ADVANCED CONFIGURATION MANAGEMENT $1,295 USD $1,195 USD $1,195 USD $1,095 USD
CICM I LEVEL I CERTIFICATION EXAM $125 USD $120 USD $105 USD $100 USD
Total LEVEL I CERT PROGRAM $2,715 USD $2,510 USD $2,495 USD $2,290 USD
SCM-603 SOFTWARE CONFIGURATION MANAGEMENT $1,295 USD $1,195 USD $1,195 USD $1,095 USD
CISCM II LEVEL II CERTIFICATION EXAM $125 USD $120 USD $105 USD $100 USD
Total LEVEL II CERT PROGRAM $1,420 USD $1,315 USD $1,300 USD $1,195 USD
ECM-605 ENTERPRISE CONFIGURATION MANAGEMENT $1,295 USD $1,195 USD $1,195 USD $1,095 USD
CCMP III LEVEL III CERTIFICATION EXAM $125 USD $120 USD $105 USD $100 USD
Total LEVEL III CERT PROGRAM $1,420 USD $1,315 USD $1,300 USD $1,195 USD
CM-61-649 61 & 649 FRAMEWORK $1,295 USD $1,195 USD $1,195 USD $1,095 USD
C61-649P IV LEVEL IV CERTIFICATION EXAM $125 USD $120 USD $105 USD $100 USD
Total LEVEL IV CERT PROGRAM $1,420 USD $1,315 USD $1,300 USD $1,195 USD
TDCM-607 TECHNICAL DATA MANAGEMENT $1,295 USD $1,195 USD $1,195 USD $1,095 USD
CTDMP V LEVEL V CERTIFICATION EXAM $125 USD $120 USD $105 USD $100 USD
Total LEVEL V CERT PROGRAM $1,420 USD $1,315 USD $1,300 USD $1,195 USD
LCM-604 LOGISTICS CM $1,295 USD $1,195 USD $1,195 USD $1,095 USD
CLCM VI LEVEL VI CERTIFICATION EXAM $125 USD $120 USD $105 USD $100 USD
Total LEVEL VI CERT PROGRAM $1,420 USD $1,315 USD $1,300 USD $1,195 USD
CMI-608 CM Implementation $1,295 USD $1,195 USD $1,195 USD $1,095 USD
CMTFM VII LEVEL VII CERTIFICATION $125 USD $120 USD $105 USD $100 USD
Total LEVEL VII CERT PROGRAM $1,420 USD $1,315 USD $1,300 USD $1,195 USD
REFEO-700 CERT REFRESHER & MGMT OV $1,295 USD $1,195 USD $1,195 USD $1,095 USD
REFRESHER COMPLETION CERT $125 USD $120 USD $105 USD $100 USD
Total LEVEL VII CERT PROGRAM $1,420 USD $1,315 USD $1,300 USD $1,195 USD

Register By Phone: Call Tracie at 530 893-1766

On-Line Registration: Fill out form available here - On-Line Registration

Australia Registration contact Crown Management Solutions