instructional objective
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Module 6 Preparing the Work Breakdown Structure (WBS), Responsibility Matrix, and Master Summary Schedule Session 6.1 Preparing the Work Breakdown Structure. Instructional Objective. - PowerPoint PPT PresentationTRANSCRIPT
Module 6 Session 6.1 Visual 1
Module 6
Preparing the Work Breakdown Structure (WBS), Responsibility Matrix, and Master Summary Schedule
Session 6.1 Preparing the Work Breakdown Structure
Module 6 Session 6.1 Visual 2
Instructional Objective
Given project objectives, process structure, product structure, and organization chart, the learner will develop three planning aids: a work breakdown structure (WBS), a responsibility matrix (RM), and a master summary schedule (MSS).
Module 6 Session 6.1 Visual 3
Why is the WBS important?
Continues planning process Provides a common structure for
Organizing work Assigning responsibilities Developing rough schedule Controlling costs
Supplies information required for the critical path method (CPM), which integrates activities, schedule, resources, and responsibilities
Module 6 Session 6.1 Visual 4
Units of analysis
Module 5Deliverables Components and elements
Phase Subphases and process elements
Module 6 Components and elements
Subphases and process elements
Work packages
Summary activities
Module 6 Session 6.1 Visual 5
Terminology
Activity
Chart of accounts
Master summary schedule
Responsibility matrix
Summary activity (Subproject)
Work breakdown structure
Work package
Module 6 Session 6.1 Visual 6
On-the-job tasks
Determine an appropriate control period (set unitof time)
Convert the product structure into a tree diagram (WBS)
Review the process structure of the implementation phase of the project life cycle to make sure nothing is left out of the WBS
Review the organizational structure to make sure nothing is left out of the WBS
Determine if additional levels of detail would be useful
The module will prepare participantsto perform these tasks:
Module 6 Session 6.1 Visual 7
On-the-job tasks (continued)
Code the WBS
Determine if the WBS can be modified to better fit the chart of accounts or if a special accounting system for the project will have to be created
Create a responsibility matrix
Create a master summary schedule
Module 6 Session 6.1 Visual 8
Work breakdown structure
All project work is accounted for on the WBS
The WBS displays the scope of the project
From product structureFrom organization chart
From process structure
PROJECT
MANAGEMENTHARDWARE SOFTWARE SERVICES DOCUMENTATION PLAN
PROJECT
Module 6 Session 6.1 Visual 9
Format
Highlights deliverables (objects to be developed or produced)
Each phase of life cycle may have different products
Best when project includes more than one deliverable
Better for CPM planning
Display as tree diagram or outline
Styles: product, process, geographical,or combinations
Recommended: product orientation
Module 6 Session 6.1 Visual 10
The work breakdown structure (WBS)
Structured from the top down
More detail at each successive level
Stops before reaching individual activities
(Project)
Level
***
0
1
2
3
n
Module 6 Session 6.1 Visual 11
Labeling convention
•Deliverables•Subphases•Organizational work
+ Some branches will have more levels than others
Level of Indenture Name
***
0
1
2
3
n
•Subcomponents (elements) •Process subelements
•Components•Process elements
Project
Module 6 Session 6.1 Visual 12
= Work package
Work packages
Work packages are at the lowest level of a branch.
Module 6 Session 6.1 Visual 13
Work package attributes
One clear accomplishment
One owner
Easy to identify expenses
Bounded
Easy to assess quality
Unique
Can formally or informally assign work
Module 6 Session 6.1 Visual 14
House project Work breakdown structure (WBS)
Project
Level Label
0
1
2
3
HOUSE PROJECT
PLAN
(Process work)
1
MANUALS
2
HOUSE
3
LANDSCAPING
4
PROJECT MANAGER
(Organizational work)
5
2-20 FOUNDATION2-10 SITE 2-30 FRAME 2-40 ROOF 2-50 SYSTEMS
2-510PLUMBING
2-520ELECTRICAL
2-530TELEPHONE
DeliverablesorSubprojects
ComponentsorWorkpackages
Subcomponents or Work packages
Module 6 Session 6.1 Visual 15
Coding
Use numbering system
Numbering system should Give each entry a unique identification number
Provide a structure for planning the budget and tracking systems
Indicate family relationships for computer planning and reporting
Relate to organizational chart of accounts
Take into account a variety of project needs
Module 6 Session 6.1 Visual 16
Benefits of WBS
Graphically depicts all project work
Relates work elements to each other and to the end product
Provides structure for organizing Cost summary system Project budget Work package management The detailed schedule (CPM)
Improves manageability of project
Module 6 Session 6.1 Visual 17
Making the WBS (for each phase)
Draw product structure as a tree diagram
Include soft items such as documentation and training
Check for appropriate detail
Do not include activities on WBS
Utilize team expertise
Module 6 Session 6.1 Visual 18
House project product structure
ToTransform outline form Tree diagram
House project
ManualsLandscapingHouse
SiteFoundationFrameRoofSystems
PlumbingElectricalTelephone
HOUSE PROJECT
FOUNDATIONSITE FRAME ROOF SYSTEMS
PLUMBING ELECTRICAL TELEPHONE
MANUALS HOUSE LANDSCAPING
Module 6 Session 6.1 Visual 19
Preparing the WBS Check process and organization structure
Check the process structure for work missing on the WBS
Inspection/test/review
Assemble
Initial planning
Add missing work to appropriate level of WBS
Determine if additional disaggregation needed
Module 6 Session 6.1 Visual 20
Preparing the WBS Check process and organization structure (continued)
Review organization chart for work missing from the WBS. Look for items such as:
Project management
Legal and accounting support
Contracts
Quality assurance
Reminder: Level of detail will vary from branch to branch
Code the WBS
Module 6 Session 6.1 Visual 21
House project WBS
From product structure
ARCHITECT PROJECT MANAGER
CONTRACTOROWNER
Organization chart
Process structure
PLAN
CONSTRUCT
INSPECT
HOUSE PROJECT
FOUNDATIONSITE FRAME ROOF SYSTEMS
PLUMBING ELECTRICAL TELEPHONE
MANUALS HOUSE LANDSCAPING
Module 6 Session 6.1 Visual 22
House project WBSAdding process and organizational elements
HOUSE PROJECT
PLAN
(Process work)
1
MANUALS
2
HOUSE
3
LANDSCAPING
4
PROJECT MANAGER
(Organizational work)
5
2-20 FOUNDATION2-10 SITE 2-30 FRAME 2-40 ROOF 2-50 SYSTEMS
2-510PLUMBING
2-520ELECTRICAL
2-530TELEPHONE
Process structure
PLAN
CONSTRUCT
INSPECT ARCHITECT PROJECT MANAGER
CONTRACTOROWNER
Organization chart
Module 6 Session 6.1 Visual 23
House project WBS with coding added
HOUSE PROJECT
PLAN
(Process work)
1
MANUALS
2
HOUSE
3
LANDSCAPING
4
PROJECT MANAGER
(Organizational work)
5
2-20 FOUNDATION2-10 SITE 2-30 FRAME 2-40 ROOF 2-50 SYSTEMS
2-510PLUMBING
2-520ELECTRICAL
2-530TELEPHONE
Module 6 Session 6.1 Visual 24
Common mistakes: Don’t make them!
Skipping the WBS
Not focusing on the deliverables
Omitting some of the work on the project
Forgetting opening and closing phases such as planning and assembly
Overlooking soft end items such as services, information, or software