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The WBS – Getting Your Customer to Commit

Project Management Webinar

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© 2015 Core Performance Concepts Inc.

Things to Know…

Denise Rodriguez

Project Insight

Marketing

[email protected]

www.projectinsight.net


Moderator

Diane C. Buckley-Altwies, MBA, PMP

CEO, Core Performance Concepts Inc.

Training in project management,

PMP® and CAPM® certification, leadership,

business analysis, agile and six sigma

[email protected]

www.coreperformanceconcepts.com

PMP® and CAPM® are registered trademarks of the Project Management Institute


Presenter

Wayne Weisman

Senior Director, IT - Engineering Services at

Alliance HealthCare Services

[email protected]


Presenter


New Format

2nd Wednesday of the Month- Review new skill or concept

4nd Wednesday of the Month- Review real submission from the

audience

- More Q&A time

- More Panel Discussions


Do you ever...


WBS

Work Breakdown Structure (WBS)nounA hierarchical decomposition of the total scope of work to be carried out by the project team to accomplish the project objectives and create the required deliverables.

PMBOK ® Guide 5th Edition


Purpose of WBS

Facility Remodel

& Move

A. Feasibility

Analysis

A1

Study feasibility

B. Design

B1

Obtain regulatory

approvals

B2

Design remodeling

B3

Specify furniture

& equipment

B4

Select contractors

C. Build

C1

Remodel

C2

Install furniture &

equipment

D. Move

D1

Pack & move

D2

Unpack

• Deliverables

• Cost by Deliverable


So why does he show up?

A. Customer Confusion

B. Internal Management Support

C. Unstructured Project Team

D. Unrealistic Sales Team


Let’s Start From the Beginning…

Do you have a documented charter?

Does your customer have a clear understanding of what

they want?

If so, use the WBS as a trust builder

If not, use the WBS effort to bring clarity

Do you have clear objectives for the project that ALL your

deliverables are linked to?


Customer Fears

• Fear of commitment misperception

– If they don’t commit they…

• Can add things later

• Don’t have to think of everything now

– And if they DO commit they…

• Are accountable for the outcome


WBS WIFM for the Customer

• WBS can visually demonstrate the complexity of the project

• Defines what is or isn’t in the project

• WBS should be build to align with what deliverables need to

be measured

• WBS can be used to hold people accountable

• Gives you an idea of what is really involved (time and cost)


WBS to Performance

• The WBS provides

– Insight into what is completed

– Allows for objective % complete


Strategies for Getting Sign-off

• By putting a WBS together with your customer, it demonstrates

– You have a grasp of the scope

– You understand the specific deliverables needed, not just the tasks

– You can show deliverables that the customer may not be thinking of, like PM deliverables

• Review the charter along with it for those things that are not included

• Spell out the change control process


Types of Customers

• Cooperative

• Detached

• Unrealistic


What really happens?

• Market changes for the customer

• Priorities change for the customer

• They realized they made a mistake

• People doing requirements gathering

didn’t understand the vision

• What else?


Manage Scope During Execution

• Clear understanding of project objectives

• Gain agreement on Charter

• Gain agreement on MAJOR Deliverables

• Show progress on MAJOR Deliverables

• Remember the HOW can change

• Keep in mind how each deliverable contributes to

the objectives


• The WBS is a tool to help communicate

understanding

• If everyone is on the same page with

understanding, why does Scope Creep

show up?

• What can you do to avoid that little guy?

Review


At Work Humor…


It’s YOUR turn!

Answer this: “I struggle using a

true WBS because… “

Submit your answers and tough

questions: [email protected]

Register for Part II:Getting Your Customer to Commit

June 24th at 8am PT


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