work breakdown structure trees - spencer hill

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    Work BreakdownStructure Trees

    by Spencer Hill

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    What will be covered

    Work Breakdown Structure Trees (WBST) defined

    A brainstorming exercise: How can WBST be used in yourorganization?

    Nuts and Bolts: WBST explained

    How it works

    A real world example

    An exercise

    Summary

    Suggested reading

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    WBST are instrumental in. . .

    Identifying all the tasks for a particular project

    Organizing those items into levels (categorized asphases, deliverables, activities, and tasks)

    Creating a framework as the first step in

    constructing a detailed project plan and schedule

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    WBST defined

    Work Breakdown Structures Trees function as

    a hierarchical framework to organize aproject

    Level 1

    Level 2 Level 2

    Level 3 Level 3

    Level 4 Level 4

    Level 3

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    WBST benefits

    WBST are instrumental in creating an

    organized structure of a complex project,which may include:

    Multiple phases

    Several team members working together

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    How can Work Breakdown Structure

    Trees benefit your organization?

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    Nuts and Bolts: WBST explained

    Level 1 Phases

    Phase

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    Nuts and Bolts: WBST explained

    Level 2Major deliverables and related

    milestones

    Phase

    Deliverable Milestone

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    Nuts and Bolts: WBST explained

    Level 3 Activities

    Phase

    Deliverable Milestone

    Activity ActivityActivity

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    Nuts and Bolts: WBST explained

    Level 4 Tasks

    Phase

    Deliverable Milestone

    Activity Activity

    Task Task

    Activity

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    Nuts and Bolts: WBST explained

    More detail levels are required for projects

    that are: Complex

    Larger in scope

    New to your group (or organization)

    More susceptible to change

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    Nuts and Bolts: WBST explained

    When do you know when you have enough detail?

    When one owner can be assigned When clearly defined outputs exist on the task

    level

    When quality can be monitored based on the

    criteria established on the lowest level When each task is small enough that realistic time

    requirements can be applied

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    Nuts and Bolts: WBST explained

    A general rule:

    The lowest level tasks should each have a durationof 2-20 days and an effort level that requires nomore than one week of one persons time

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    Nuts and Bolts: WBST explained

    Possible omissions from your WBST that could leadto delays:

    Project review and approvals

    Testing

    Training

    Meeting with management Meeting with customers

    Quality review and troubleshooting

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    How it works

    To create to a work breakdown structure tree:

    Involve the entire project team

    Create each level collaboratively

    Publish a draft for the team to review

    Solicit feedback

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    A real world example

    Creating a promotional DVD

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    Creating a promotional DVD

    For creating a promotional DVD one might

    choose these Level 1 phases: Creating the concept

    Designing the DVD

    Creating the DVD prototype Selecting a vendor

    Producing and mailing

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    LEVEL 1

    Creating a

    promotional

    DVD

    Creating the

    concept

    Designing

    the DVD

    Creating the

    DVD

    prototype

    Selecting a

    vendor

    Producing

    and mailing

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    Creating a promotional DVD

    Level 2. Deliverables and Milestones.

    If we focus on the third Level 1 item: Creating the

    DVD prototype, we find that there are two Level

    2 deliverables/milestones:

    Content creation and editing

    DVD testing

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    Creating a

    promotional

    DVD

    Creating the

    concept

    Designing

    the DVD

    Creating the

    DVD

    prototype

    Selecting a

    vendor

    Producing

    and mailing

    Content

    creation and

    editing

    DVD testingLEVEL 2

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    Creating a promotional DVD

    Level 3: Activities.

    For example, Content creation and editing includesthese activities:

    Developing the video

    Developing the narrative

    Reviewing the prototype

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    Creating a

    promotional

    DVD

    Creating the

    concept

    Designing the

    DVD

    Creating the

    DVD

    prototype

    Selecting a

    vendor

    Producing

    and mailing

    Content

    creation and

    editing

    DVD testing

    LEVEL 3

    Content Creation

    and Editing

    Developing the

    video

    Developing the

    narrative

    Reviewing the

    prototype

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    Creating a promotional DVD

    Level 4: Tasks.

    Developing the video may include:

    Filming

    Reviewing the filmed scenes Editing the filmed segments

    Compiling the edited segments together

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    Creating apromotional

    DVD

    Creating the

    concept

    Designing

    the DVD

    Creating the

    DVD

    prototype

    Selecting a

    vendor

    Producing

    and mailing

    Content

    creation andediting

    Develop-

    ing the

    video

    Develop-

    ing the

    narrative

    Reviewing

    the

    prototype

    DVD Testing

    Filming

    Reviewing

    the filmed

    scenes

    Editing the

    filmed

    segments

    Compiling

    the edited

    segmentstogether

    Developing

    the video

    Filming

    Reviewing

    the filmed

    segments

    Editing the

    filmed

    segments

    Compiling

    the edited

    segments

    together

    LEVEL 4

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    An exercise

    Create the first two levels of the Work

    Breakdown Structure Tree for creating awebsite

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    Summary

    Work Breakdown Structure Trees are instrumentalin creating an organized project

    Level 1 Phases

    Level 2Milestones and Deliverables

    Level 3 Activities

    Level 4 Tasks

    Make sure the amount of detail fits with theoverall complexity of the project

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    Suggested reading 'Breaking Down' The Work Breakdown Structure. By: Clark, James J.;

    Littrel, Philip D.. Program Manager, Mar/Apr2002, Vol. 31 Issue 2,p104, 4p, 3 diagrams, 1c

    Significance of WBS in Contingency Modeling. By: Zhao, JohnGengxin. AACE International Transactions, 2006, p5.1-5.5, 5p

    The Keys to Forecasting--#2 Work Breakdown Structure. By: Baar,James E.; Jacobson, Stephen M.. Cost Engineering, Mar2004, Vol. 46Issue 3, p12-14, 3p

    Work Breakdown Structures. By: Winn, Michael Tim. ContractManagement, May2007, Vol. 47 Issue 5, p16-21, 6p, 1 chart, 1diagram;

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    Suggested reading (continued) Use of a WBS Matrix to Improve Interface Management in Projects.

    By: Chua, David K. H.; Godinot, Myriam. Journal of ConstructionEngineering & Management, Jan2006, Vol. 132 Issue 1, p67-79, 13p,1 chart, 10 diagrams; DOI: 10.1061/(ASCE)0733-9364(2006)132:1(67);

    Work and Resource Breakdown Structures for Formalized Bottom-UpEstimating. By: Rad, Parviz F.; Cioffi, Denis F.. Cost Engineering,Feb2004, Vol. 46 Issue 2, p31-37, 7p

    Managing the Project. By: Linton, Jonathan. Circuits Assembly,

    Jun2006, Vol. 17 Issue 6, p12-14, 3p

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    Suggested reading (continued)

    Haugen, Gregory T. (2002).Effective Work Breakdown Structures.Management Concepts.

    Project Management Institute (October 2006). Project ManagementInstitute Practice Standard for Work Breakdown StructuresSecondEdition. Project Management Institute.

    (optional CD-ROM available)

    Online: Project Management Institute (www.pmi.org) Online: http://www.projectconnections.com/templates/detail/plan-

    development-work-breakdown.html

    http://www.pmi.org/http://www.pmi.org/