Purpose
The work breakdown structure (WBS) and associated dictionary is a tool to provide a view (outline or map) into the project/program and the work that needs to be done to execute the project/program. The WBS is designed to break down a project/program into manageable pieces (work packages) that can be effectively estimated and owned by a single resource. It does not break the project/program down to the task level. It is deliverables based, meaning the work packages result in some type of deliverable towards the project/program's overall objectives, costs and scope.
The project/program manager and project/program team use the WBS to develop dependencies, the schedule, resource requirements, scope, and costs. As such, the WBS provides the foundation for all project/program management work and should be a critical step in the process of project/program planning and establishing a baseline. The WBS is a component of the scope baseline.
WBS participants and approvers
Input into the WBS may come from many different sources including, but not limited to, sponsor, senior leadership, project/program intake form and/or business case, charter, analysis/research, subject matter experts within business unit(s), and interaction with other stakeholders. The facilitator is the project manager (or program manager) for the project/program. The WBS should be reviewed by the team, sponsor, business analyst, and owner for completeness and accurateness.
Instructions
The project/program manager should facilitate a session with the appropriate stakeholders to map out the WBS for the project/program. In preparation for the session, the project/program manager may have looked at the WBS from similar projects/program and documentation for this project/program to have a high-level idea of what type of work and deliverables are required.
- View one or two samples if this is the first time facilitating the creation of a WBS
- Sometimes it is easier if the project/program manager starts with some the preliminary high-level structure of the WBS and then uses the session to decompose those levels
- The WBS starts with the project/program as the top-level deliverable and is further decomposed into sub-deliverables. Use numeric identifiers for each work package.
- The decomposition process should stop when the smallest manageable components of the project/program work (work packages) are reached where cost and time can easily be estimated. General rule of thumbs is to break it down to a level where a work package contains 8 to 80 hours of effort.
- Review WBS with applicable stakeholders for accuracy and completeness
- Upload to the knowledge base
- Begin creation of budget, scope, and schedule
Next steps
Create budget, scope, and schedule baselines using the WBS. Maintain the WBS throughout the project/program.