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WBS

The document provides information on project management implementation training. It discusses developing a work breakdown structure (WBS) to help define the scope of a project. The WBS breaks a project down into deliverables, tasks, and activities to help plan, track progress, and ensure all necessary work is included. It emphasizes that the WBS evolves over time as the project scope is refined.

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Hoàng Thùy Nhung
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214 views

WBS

The document provides information on project management implementation training. It discusses developing a work breakdown structure (WBS) to help define the scope of a project. The WBS breaks a project down into deliverables, tasks, and activities to help plan, track progress, and ensure all necessary work is included. It emphasizes that the WBS evolves over time as the project scope is refined.

Uploaded by

Hoàng Thùy Nhung
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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Project Management Implementation

Hot Topic Training


to help you get things done
on time, within budget, within scope, with acceptable quality levels

Hot Topic Training


Business Case / Scope

Work Breakdown Structure


Project Effort Estimating & Cost Risk Management Status Reporting
NYS OFT Project Management Implementation 2

Project Management Lifecycle: Initiation


Origination Initiation Planning Execution and Control
Conduct Phase Kick-off

Closeout

Develop Project Proposal

Prepare for the Project

Conduct Planning Kick-off

Conduct PostImplementation Review

Define CSSQ

Refine CSSQ

Manage CSSQ

Evaluate Project Proposal

Perform Risk Identification

Perform Risk Assessment

Monitor and Control Risks

Perform Administrative Closeout

Develop Initial Project Plan

Refine Project Plan

Manage Project Execution

Select Projects

Confirm Approval to Proceed

Confirm Approval to Proceed

Gain Project Acceptance

NYS OFT Project Management Implementation

Work Breakdown Structure (WBS)


What is it ? what it is not! Why do I need to do this ? Okay, how do I do this ?
NYS OFT Project Management Implementation 4

Work Breakdown Structure (WBS)


What is it ? Defined: A grouping of project elements or components which defines the total project scope. A WBS is deliverable-oriented and each descending level represents an increasingly detailed definition of a component.
NYS Project Management Guidebook

NYS OFT Project Management Implementation

System Development Lifecycle


Work Breakdown Structure
System Initiation
Established Initiation Environment

System Requirements Analysis


Established Requirements Analysis Environment Business Requirements

System Design

System Construction
Established Construction Environment

System Acceptance
Established Acceptance Environment Data Initialization and Conversion Test Results Acceptance Test Results

System Implementation
Established Implementation Environment Deployed and Operational System Transitioned Support Responsibilities

Established Design Environment

Proposed Solution

Technical Architecture

Refined System Standards

System Schedule

Business Process Model

System Standards

Coded Software Modules

Logical Data Model

Physical Database

Unit, Integration and System Test Results User and Training Materials

Updated Supporting Materials

Functional Specification

System Component Prototypes

Technical Specifications

Technical Documentation

Project Management Lifecycle NYS OFT Project Management Implementation

PM Life cycle to SDLC


Project Management Lifecycle
Project Origination Project Initiation Project Planning Project Execution and Control Project Closeout

System Initiation

System Requirements Analysis

System Design

System Construction

System Acceptance

System Implementation

System Development Lifecycle

NYS OFT Project Management Implementation

Work Breakdown Structure (WBS)


What it is not! Not a project schedule !! Not calendar based No resources applied No level of effort No dependencies Not a static document

NYS OFT Project Management Implementation

Work Breakdown Structure (WBS)


Is based on scope statement Provides means for defining total scope of work Depicts hierarchical listing of deliverables and activities Includes project management as well as product deliverables Describes industry standard product lifecycles
NYS OFT Project Management Implementation 9

Work Breakdown Structure (WBS)


Simply stated, it is an organized list of decomposed activities (tasks) to be done. A growing to-do list !

NYS OFT Project Management Implementation

10

Work Breakdown Structure (WBS)


Why do I need to do this ?
High level to detail level, objective view of amount of work to do Ensures all work needed is included Ensures unnecessary work is excluded Serves as an efficient tool to build consensus
NYS OFT Project Management Implementation 11

Work Breakdown Structure (WBS)


Why else?
Identifies deliverables and activities Understand amount of resources needed, from a roles perspective Understand relationship dependencies within the WBS only Foundation for estimate

NYS OFT Project Management Implementation

12

Work Breakdown Structure (WBS)


More reasons why Becomes input to:
Activity definition Resource planning Cost estimating Risk Management planning
NYS OFT Project Management Implementation 13

Work Breakdown Structure (WBS)


How do I do this ? Where is the Proposed Project Business Case and Project Scope Statement?
Proposed Project Business Case Project Scope Statement

Work Breakdown Structure

NYS OFT Project Management Implementation

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Work Breakdown Structure (WBS)


How do I do this? Start at the top --- work to the bottom
Highest level major area Break down the major area components Lowest level manageable work to be done

NYS OFT Project Management Implementation

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Work Breakdown Structure (WBS)


Tips:
Use project team Use templates Use anyone who has done this before Lowest component is real work done by real person in approximately 2 weeks time Include everything (product and project items)! Iterative process do it again!

NYS OFT Project Management Implementation

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The Work Breakdown Structure


Level 1
Project Highest level of the WBS may reference other projects if part of a larger program Discrete products or services that, when combined, meet the objectives of the project Component deliverables that in their totality form deliverables. Low-level deliverable that may be assigned to another project manager to plan and execute. Forms the body of the schedule, however some activities may be found in the WBS.

Level 2
Deliverable

Level 3
Sub Deliverable

Level 4
Work package

Level 5
Activities

NYS OFT Project Management Implementation

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The Work Breakdown Structure


Level 1
Project Project

Level 2
Deliverable

Level 3
Sub Deliverable 1.1 1.2 2.1

Level 4
Work package

Level 5
Activities

1.1.1

1.1.2

1.1.3

1.1.2.1 Project Management Implementation 1.1.2.2 1.1.2.3 NYS OFT

1.1.2.4

18

Work Breakdown Structure (WBS)


Formats:
Major Component Sub component 1 Activity 1.1 Activity 1.2

Indented List

Sub component 2 Activity 2.1 Task 2.1.1 Sub task 2.1.1.1 Sub component 3 Sub component 4

NYS OFT Project Management Implementation

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Work Breakdown Structure (WBS)


Project: What is to be accomplished? Deliverables & Tasks: What needs to be done to support the above? Summary Task: <noun describing deliverable> Ex., List of Requirements Detail Tasks: <present tense verb> Ex., Interview Users Milestone: <deliverable> <past tense verb> Ex., List of Requirements Completed Dependencies: In what order? Duration / work: How long will it take? Resource / Assignments: Who (Roles) is going to do it?
NYS OFT Project Management Implementation 20

Work Breakdown Structure (WBS)


1. List of Requirements SUMMARY 1.1 Gather requirements DETAIL 1.1.1 Interview Users DETAIL 1.1.2 Review current system 1.1.3 Review current legislation 1.1.4 Review pending legislation 1.1.5 Enter requirements into requirements tracking system 1.1.6 Requirements Gathered MILESTONE 1.2 Gain approval of Requirements DETAIL 1.2.1 Present complete requirement documentation to users for sign off DETAIL 1.2.2 Update documentation as per reviewers requests 1.2.3 Approval of Requirements received MILESTONE 1.3 List of Requirements Completed MILESTONE
NYS OFT Project Management Implementation 21

Work Breakdown Structure (WBS)


1. Hot Topic Training SUMMARY 1.1 Determine needs DETAIL 1.2 Design training DETAIL 1.2.1 Develop WBS Presentation (TASK) 1.2.2 Develop Risk Presentation (TASK) 1.3 Deliver training DETAIL 1.3.1 Present WBS training (TASK) 1.4 Evaluate training DETAIL 1.5 User Training completed MILESTONE

NYS OFT Project Management Implementation

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Work Breakdown Structure (WBS)


1. Hot Topic Training SUMMARY 1.1 Determine needs DETAIL 1.2 Design training DETAIL 1.2.1 Develop WBS Presentation (TASK) 1.2.1.1 Scan available information for use 1.2.1.2 Build PowerPoint slides (ACTIVITY) 1.2.1.3 Generate instructor scripts 1.2.1.4 Generate examples 1.2.1.5 Review and Revise with PMO 1.2.1.6 WBS Presentation approved (MILESTONE) 1.2.2 Develop RISK Presentation (TASK)

NYS OFT Project Management Implementation

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Work Breakdown Structure (WBS)


The Scope and WBS evolve together as the project is more clearly defined The WBS can be documented to a low level for certain deliverables early in the process. Many deliverables will not have as much detail initially. The scope and WBS are team efforts use the project team as much as possible!
NYS OFT Project Management Implementation 24

Work Breakdown Structure (WBS)


100 Percent. The deliverables should cover the
entire scope of the project.

Current. The WBS should reflect current


information known about the project.

Progressive. The WBS is iterative and should


illustrate a progression of detail over time.

Review. WBS against Guidelines and Checklist


for high-quality deliverable.

NYS OFT Project Management Implementation

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Work Breakdown Structure (WBS)


Sad Fact The very dynamic WBS
AIX / ESA

NYS OFT Project Management Implementation

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WBS Across the PM Lifecycle


Origination

Proposed Project Business Case and Project Solution describes the work Nature of the work suggests WBS contents High-level deliverables defined Detailed deliverables may be identified Work packages defined Project lifecycle fully integrated Scope managed Change control occurs
NYS OFT Project Management Implementation 27

Initiation

Planning

Execution and Control

Work Breakdown Structure (WBS)


Summary:
Refinement of Business Case and Scope Provides big picture view Manageable tasks Measurable work Foundation for additional efforts

NYS OFT Project Management Implementation

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Work Breakdown Structure (WBS)


Summary:
WBS defines the What of the project . the project schedule defines the When and often the Who.
PMI Practice Standard for Work Breakdown, 2001

Scope, WBS, and other pieces evolve as more information becomes known. Review often!

NYS OFT Project Management Implementation

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References:
NYS Project Management Guidebook http://www.oft.state.ny.us/pmmp/pmo.htm

If you need help or just have a question ..


PMO Contacts:
Brenda Breslin, 474-5171 Terry Remillard, 474-4534 Jim Madigan, 473-3288 Drew Prescott, 408-2874
NYS OFT Project Management Implementation 30

Work Breakdown Structure (WBS)

NYS OFT Project Management Implementation

31

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