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EFFECTIVE WORK BREAKDOWN STRUCTURES

Gregory T. Haugan, PhD, PMP
GLH, Incorporated Heathsville, Virginia

Anatomy of Work Breakdown Structures
1. 2. 3. 4. 5. 6.

What is a WBS? The 100% Rule Three Types of WBS Structures Four Types of WBS Elements Two Types of Programs Use of WBS to Define Activities
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GLH, Incorporated

Anatomy of Work Breakdown Structures
1. 2. 3. 4. 5. 6.

What is a WBS? The 100% Rule Three Types of WBS Structures Four Types of WBS Elements Two Types of Programs Use of WBS to Define Activities
3

GLH, Incorporated

Work Breakdown Structure 
Formal

Definition per the PMBOK®

Guide: A Deliverable - Oriented Grouping of Project Elements that Organizes and Defines the Total Scope of the Project. Each Descending Level Represents an Increasingly Detailed Definition of the Project Work.
GLH, Incorporated

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ELEPHANT BREAKDOWN STRUCTURE Tail Legs Body Head GLH. Incorporated 5 .

WBS CONCEPT  Outline of the Work to be Performed  Provides a Framework for Defining the Work on the Project . Incorporated 6 .SOW  Provides a Framework for Planning  (Work Not in the WBS is Work Not in the Project) GLH.

Definitions A WBS Consists of Elements  The Lowest Level Element in the WBS is Often Referred to as a Work Package  A Work Package Consists of Tasks or Activities  Elements are Described by Nouns  Activities Contain Verbs GLH. Incorporated 7 .

Incorporated TEST 8 .Sample Partial WBS Level 1 SOFTWARE PROJECT TRAINING MATERIALS USER DOCUMENTS SOFTWARE SYSTEM SYSTEM ANALYSIS PROJECT MGT MODULE 1 MODULE 2 MODULE 3 SYSTEM TEST Level 3 CODING GLH.

What is a WBS? The 100% Rule Three Types of WBS Structures Three Types of WBS Elements Two Types of Programs Use of WBS to Define Activities 9 GLH. 2. Incorporated . 6.Anatomy of Work Breakdown Structures 1. 5. 3. 4.

Incorporated 10 . GLH.100 % Rule The next level decomposition of a WBS element (child level) must represent 100% of the work applicable to the next higher (parent) element.

Incorporated DRY WALL/ PANELING DOORS/ DOORS/ WINDOWS WINDOWS ASSEMBLY Level 4 11 .SAMPLE WBS .GARAGE Level 1 GARAGE PROJECT PERMITS/ INSPECTIONS GROUNDS GARAGE CONSTR. PLANS PROJECT MGT FOUNDATION WALLS ROOF UTILITIES ASSEMBLY FRAME GLH.

100 % Rule Importance If you follow the 100% rule. GLH. you have won the battle to get an effective WBS. and define the WBS elements as nouns. Incorporated 12 .

3. 6. 2. 4.Anatomy of Work Breakdown Structures 1. What is a WBS? The 100% Rule Three Types of WBS Structures Four Types of WBS Elements Two Types of Programs Use of WBS to Define Activities 13 GLH. Incorporated . 5.

service or result.´ result.Three Types of WBS Structures  PMBOK® Guide Definition of a Project: ³A temporary endeavor undertaken to create a unique product. Incorporated 14 .´ GLH.

Incorporated 15 .Product Breakdown  Decomposition of the Natural. Physical Structure of the Deliverable  Follows a BOM Framework  The Deliverable is a Tangible Product  Most Common Example Used GLH.

PLANS PROJECT MGT FOUNDATION WALLS ROOF UTILITIES ASSEMBLY FRAME GLH.GARAGE Level 1 GARAGE PROJECT PERMITS/ INSPECTIONS GROUNDS GARAGE CONSTR.SAMPLE WBS . Incorporated DRY WALL/ PANELING DOORS/ DOORS/ WINDOWS WINDOWS ASSEMBLY Level 4 16 .

Incorporated 17 .Service Breakdown  No Tangible Output Product  Main Event or ³Service´  Decomposition Based on a Logical Grouping (not Physical Structure)  Often Developed Bottom-up  Detailed Activities May be Checklists  Lend Themselves to Templates GLH.

Incorporated 18 .Service Project Breakdown Level 1 International Conference Project Attendees Transportation Facilities Program Displays Project Management Level 3 Receptions Spouse Activities Presentations Tours Level 4 Papers Speakers Translators GLH.

Incorporated 19 .Results Project Breakdown  Project Does not have a Well-Structured Primary Product as a Deliverable  May Have Several Products that Collectively Achieve the Planned ³Result´  The Projects are Process-Based GLH.

Results Project WBS Level 1 HACCP PROJECT 1. Incorporated 20 .A. HACCP Implementation 7. Work Plan 2. Hazard Analysis 4. Product & Process Analyses 3. Q. Process 5. HACCP Plan Process 6. Project Management GLH.

What is a WBS? The 100% Rule Three Types of WBS Structures Four Types of WBS Elements Two Types of Programs Use of WBS to Define Activities 21 GLH. 6.Anatomy of Work Breakdown Structures 1. Incorporated . 3. 5. 2. 4.

Incorporated 22 .Four Types of WBS Crosscutting Elements 1. 3. 4. 2. Integrative Analytical Process Project Management GLH.

Four Types of WBS Crosscutting Elements 1. Integrative Level 1 New Technology Bicycle Project Level 2 Preliminary Design Bicycle Project Management Frame Seat Assembly Pedals & Gears Handlebars Assembly GLH. Incorporated 23 .

Incorporated 24 . Analytical Level 1 New PC Development Project Management Documentation Personal Computer System Test System Analyses Structure Circuit Boards Hard Disk Power Supply Assembly GLH.Four Types of WBS Crosscutting Elements 2.

Incorporated 25 . Process Level 1 Aircraft System Project Management Manuals & Data Support Equipment Air Vehicle Facilities Test & Evaluation GLH.Four Types of WBS Crosscutting Elements 3.

Four Types of WBS Crosscutting Elements 3. Incorporated 26 . Process Level 1 New PC Development Level 2 Project Management Personal Computer System Analyses Documentation System Test Structure Circuit Boards Hard Disk Power Supply Assembly Design Procurement Fabrication Subsystem Test GLH.

Incorporated 27 . Project Management A Special Type of WBS Element  All Projects have a PM Element  May be Looked-at Conceptually as an ³Overhead´ Element GLH.Four Types of WBS Crosscutting Elements 4.

Project Management PROJECT MANAGEMENT (Level 2) Level 3 PROJECT START AND FINISH Level 4 Work Packages Contract Award Complete Project Kick-off Meeting Monthly/Quarterly Project Reviews Corporate Reviews In-Process Reviews Close-out Meeting Action Item Tracking System Monthly Progress Report Annual Report Budget/Financial Status Report Project Charter Master Schedule Project Plan (Current and Future Phases Risk Management & etc MEETINGS AND REVIEWS REPORTS PLANS GLH.Four Types of WBS Crosscutting Elements 4. Incorporated 28 .

Project Management PROJECT MANAGEMENT (Level 2) Level 3 CONTROL Level 4 Work Packages Schedule Tracking Cost Tracking Earned Value Management Analysis Variance Analysis Corrective Action Work-Arounds Project Management Office Space/Relocation Correspondence Control System Procurement/Purchasing Subcontract Management Contract Management ADMINISTRATIVE PROJECT SUPPORT GLH.Four Types of WBS Crosscutting Elements 4. Incorporated 29 .

2. 6. 4. Incorporated . 5. What is a WBS? The 100% Rule Three Types of WBS Structures Four Types of WBS Elements Two Types of Programs Use of WBS to Define Activities 30 GLH. 3.Anatomy of Work Breakdown Structures 1.

Incorporated 31 . GLH.Two Types of Programs  Life Cycle Phases ± Process Projects  Program Areas ± Series of Projects PMBOK® GUIDE: A group of related projects managed in a coordinated way. Programs usually include an element of ongoing work.

II. V. Feasibility. IV.A Program Life Cycle Phases I. Conceptual or Initiation Planning Execution or Implementation Close-Out Operations and Maintenance (Program Management) GLH. III. VI. Incorporated 32 .

Incorporated 33 .Example Program Areas  Nanotechnology  Alcohol and Drug Abuse  Cancer Research  Anti-Terrorism GLH.

Incorporated 34 .PM WBS Elements in a Program  Traditional PM Elements at Level 1  Level 2 PM Elements for each Phase/Project  Level 2 PM Elements that Relate to Subsequent Phases ± Cross-cutting Analytical Elements ± Outputs for Future Phases GLH.

l r s . I iti l sc . l s s t l s . ti l ti r t t i r . r ct s ffic rt r t ct t isk r ct r . r ffic . c l t tr cki rts t i s i . l i it si ck . cri t ck . .7.7. c l . .7. c ti l s . r r r i r cti l s ct l ct l l t . Incorporated 35 . t .7 Planning Pr ject anagement . . I iti l r s sc l GLH. t rc . . l s .Program/Project Management WBS l r l ric s r Project efinition P ase Pl nning Phase r s l cti t l s s t r ti i t s c Pr gram anagement Onl T tal Pr gram Elements .7.

GLH.Level 1 PM Decomposition Level 1 Program Management Administration & Budget Communications Program Support Program Control Etc. Incorporated 36 .

5. 3. What is a WBS? The 100% Rule Three Types of WBS Structures Four Types of WBS Elements Two Types of Programs Use of WBS to Define Activities 37 GLH.Anatomy of Work Breakdown Structures 1. 6. Incorporated . 4. 2.

Time Sharing System (TSS) Project WBS Level 1 TSS PROJECT Project Management Requirements Specification ‡Initial Specification ‡Final Specification Design Specification TSS Software ‡Module 1 ‡Module 2 ‡Integrate Modules ‡Project Start ‡Project Meetings ‡Project Reports ‡Initial Specification ‡Final Specification GLH. Incorporated 38 .

Incorporated 39 .WBS in MS Project 98 GLH.

WBS and Activities in MS Project GLH. Incorporated 40 .

Incorporated 41 . Crosscutting Elements Integrative. Results Breakdown Elements Steps 4.Summary Generic WBS Elements Level 0 PROGRAM Level 1 Program Management Phase/ Project Project A Phase/ Project Ongoing Work Level 2 1. or Process 5. Product Breakdown Elements Product Structure 2. Service Breakdown Elements Groupings 3. Analytical. Project Management Elements Support and Management GLH.

managementconcepts. of Vienna. Haugan. Virginia. Incorporated 42 . 2003 Books may be purchased through Management Concepts at: www.com or from Amazon and other on-line stores. 2002 and The Work Breakdown Structure in Government Contracting. Other books by Dr. Haugan and also published by Management Concepts include: Project Planning and Scheduling. Gregory T. It was published in 2002 by Management Concepts Inc. GLH.Effective Work Breakdown Structures This presentation is based on the book titled: Effective Work Breakdown Structures authored by Dr.

Haugan P.net GLH.O. VA 224 3 804 580 2166 ghaugan@crosslink. Incorporated 43 . Box 30 Heathsville.Effective Work Breakdown Structures Thank You Dr. Gregory T.