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Work Breakdown Structures

Work Breakdown Structures. Define scope of project Identify stakeholders, decision-makers, and escalation procedures Develop detailed task list

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Page 1: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Work Breakdown Structures

Page 2: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Define scope of project Identify stakeholders,

decision-makers, and escalation procedures

Develop detailed task list (work breakdown structures)

Estimate time requirements Develop initial project

management flow chart Identify required resources

and budget Evaluate project

requirements

Identify and evaluate risks Prepare contingency plan Identify interdependencies Identify and track critical

milestones Participate in project phase

review Secure needed resources Manage the change control

process Report project status

Fifteen Project Management Job Functions*

Page 3: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Overlap of Process Groups in a Phase (PMBOK® Guide, 2014)

Page 4: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Relationships Among Process Groups and Knowledge Areas (PMBOK® Guide 2014, p. 38)

Page 5: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Relationships Among Process Groups and Knowledge Areas (PMBOK® Guide)

Page 6: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Project Planning

The main purpose of project planning is to guide execution

Every knowledge area includes planning information

Key outputs include: A team contract A scope statement (project charter) A work breakdown structure (WBS) A project schedule, in the form of a Gantt chart with all

dependencies and resources entered A list of prioritized risks

Page 7: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

PMI Process Project Gantt Chart

Page 8: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Scope Planning and theScope Statement

A scope statement is a document used to develop and confirm a common understanding of the project scope. It should include a project justification a brief description of the project’s products a summary of all project deliverables a statement of what determines project

success

Page 9: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Scope Planning and the Work Breakdown Structure

After completing scope planning, the next step is to further define the work by breaking it into manageable pieces

Good scope definition helps improve the accuracy of time,

cost, and resource estimates defines a baseline for performance

measurement and project control aids in communicating clear work

responsibilities

Page 10: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

List of Prioritized Risks

Page 11: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

The Work Breakdown Structure

A work breakdown structure (WBS) is a deliverable-oriented grouping of the work involved in a project that defines the total scope of the project

It is a foundation document in project management because it provides the basis for planning and managing project schedules, costs, and changes

Page 12: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Approaches to Developing WBSs

Using guidelines: Some organizations, like the DoD, provide guidelines for preparing WBSs

The analogy approach: Review WBSs of similar projects and tailor to your project

The top-down approach: Start with the largest items of the project and break them down

The bottom-up approach: Start with the detailed tasks and roll them up

Mind-mapping approach: Write down tasks in a non-linear format and then create the WBS structure

Page 13: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Basic Principles for Creating WBSs*

1. A unit of work should appear at only one place in the WBS.2. The work content of a WBS item is the sum of the WBS items

below it.3. A WBS item is the responsibility of only one individual, even

though many people may be working on it.4. The WBS must be consistent with the way in which work is

actually going to be performed; it should serve the project team first and other purposes only if practical.

5. Project team members should be involved in developing the WBS to ensure consistency and buy-in.

6. Each WBS item must be documented to ensure accurate understanding of the scope of work included and not included in that item.

7. The WBS must be a flexible tool to accommodate inevitable changes while properly maintaining control of the work content in the project according to the scope statement.

Page 14: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample Intranet WBSOrganized by Product

Page 15: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample Intranet Organized by Phase

Page 16: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Intranet WBS in Tabular Form

1.0 Concept1.1 Evaluate current systems1.2 Define Requirements

1.2.1 Define user requirements1.2.2 Define content requirements1.2.3 Define system requirements1.2.4 Define server owner requirements

1.3 Define specific functionality1.4 Define risks and risk management approach1.5 Develop project plan1.6 Brief Web development team

2.0 Web Site Design3.0 Web Site Development4.0 Roll Out5.0 Support

Page 17: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Intranet Project with Gantt Chart

Page 18: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Intranet WBS and Gantt Chart Organized by Project Management Process Groups

Page 19: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample Mind-Mapping Approach

Page 20: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample Gantt Chart

The WBS is on the left, and each task’s start and finish date are shown on the right using a calendar timescale. Early Gantt Charts, first used in 1917, were drawn by hand.

Page 21: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample Network Diagram

Each box is a project task from the WBS. Arrows show dependencies

between tasks. The bolded tasks are on the critical path. If any tasks on thecritical path take longer than planned, the whole project will slip unless something is done. Network diagrams were first used in 1958 on the Navy Polaris project, before project management software was available.

Page 22: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample Enterprise Project Management Tool

In recent years, organizations have been taking advantage of softwareto help manage their projects throughout the enterprise.

Page 23: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Project Time Management Processes

Project time management involves the processes required to ensure timely completion of a project. Processes include: Activity definition Activity sequencing Activity duration estimating Schedule development Schedule control

Page 24: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Activity Definition

Project schedules grow out of the basic document that initiate a project Project charter includes start and end

dates and budget information Scope statement and WBS help define

what will be done Activity definition involves developing a

more detailed WBS and supporting explanations to understand all the work to be done so you can develop realistic duration estimates

Page 25: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Activity Sequencing

Involves reviewing activities and determining dependencies Mandatory dependencies: inherent in the

nature of the work; hard logic Discretionary dependencies: defined by

the project team; soft logic External dependencies: involve

relationships between project and non-project activities

You must determine dependencies in order to use critical path analysis

Page 26: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Project Network Diagrams

Project network diagrams are the preferred technique for showing activity sequencing

A project network diagram is a schematic display of the logical relationships among, or sequencing of, project activities

Page 27: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample Activity-on-Arrow (AOA) Network Diagram for Project X

Page 28: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Precedence Diagramming Method (PDM)

Activities are represented by boxes Arrows show relationships between

activities Better at showing different types of

dependencies

Page 29: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Task Dependency Types

Page 30: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample PDM Network Diagram

Page 31: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Activity Duration Estimating

After defining activities and determining their sequence, the next step in time management is duration estimating

Duration includes the actual amount of time worked on an activity plus elapsed time

Effort is the number of workdays or work hours required to complete a task. Effort does not equal duration

People doing the work should help create estimates, and an expert should review them

Page 32: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Schedule Development

Schedule development uses results of the other time management processes to determine the start and end date of the project and its activities

Ultimate goal is to create a realistic project schedule that provides a basis for monitoring project progress for the time dimension of the project

Important tools and techniques include Gantt charts, PERT analysis, critical path analysis, and critical chain scheduling

Page 33: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Gantt Charts

Gantt charts provide a standard format for displaying project schedule information by listing project activities and their corresponding start and finish dates in a calendar format

Symbols include: A black diamond: milestones or significant

events on a project with zero duration Thick black bars: summary tasks Lighter horizontal bars: tasks Arrows: dependencies between tasks

Page 34: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Gantt Chart for Project X

Page 35: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Gantt Chart for Software Launch Project

Page 36: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Milestones

Milestones are significant events on a project that normally have zero duration

You can follow the SMART criteria in developing milestones that are: Specific Measurable Assignable Realistic Time-framed

Page 37: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Sample Tracking Gantt Chart

Page 38: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Critical Path Method (CPM)

CPM is a project network analysis technique used to predict total project duration

A critical path for a project is the series of activities that determines the earliest time by which the project can be completed

The critical path is the longest path through the network diagram and has the least amount of slack or float

Page 39: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Finding the Critical Path

First develop a good project network diagram

Add the durations for all activities on each path through the project network diagram

The longest path is the critical path

Page 40: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Simple Example of Determining the Critical Path

Consider the following project network diagram. Assume all times are in days.

2 3

4

5

A=2 B=5C=2

D=7

1 6

F=2

E=1

start finish

a. How many paths are on this network diagram?

b. How long is each path?

c. Which is the critical path?

d. What is the shortest amount of time needed to complete this project?

Page 41: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Determining the Critical Path for Project X

Page 42: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

More on the Critical Path

If one or more activities on the critical path takes longer than planned, the whole project schedule will slip unless corrective action is taken

Misconceptions: The critical path is not the one with all the

critical activities; it only accounts for time. There can be more than one critical path if

the lengths of two or more paths are the same

The critical path can change as the project progresses

Page 43: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Using Critical Path Analysis to Make Schedule Trade-offs

Knowing the critical path helps you make schedule trade-offs

Free slack or free float is the amount of time an activity can be delayed without delaying the early start of any immediately following activities

Total slack or total float is the amount of time an activity may be delayed from its early start without delaying the planned project finish date

A forward pass through the network diagram determines the early start and finish dates

A backward pass determines the late start and finish dates

Page 44: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Calculating Early and Late Start and Finish Dates

Page 45: Work Breakdown Structures.  Define scope of project  Identify stakeholders, decision-makers, and escalation procedures  Develop detailed task list

Project Schedule Table View Showing Free and Total Slack