Right here’s a fast reality. Earlier than writing this text, I came across Akin’s laws, which aptly summarize work breakdown constructions. The enjoyable “legislation” reads: It is referred to as a Work Breakdown Construction as a result of the Work remaining will develop till you might have a Breakdown, except you implement some Construction on it. This legislation is obvious and true!
Jokes apart, whereas learning to amass my undertaking administration diploma, I discovered an instructive notice within the PMBOK information. The guide, which is a go-to supply for undertaking managers, warns that “no undertaking ought to be and not using a WBS.”
And not using a work breakdown construction (WBS), your initiatives have a excessive likelihood of exceeding their deadlines and budgets, and never assembly stakeholder expectations. You need none of those.
So, on this information, I’ll lean on my expertise as a undertaking administration skilled to share what I’ve discovered about work breakdown constructions. You’ll additionally get insights from trade specialists who will aid you find out about WBS.
Desk of Contents
What’s a piece breakdown construction?
A piece breakdown construction (WBS) is a visible define of the distinct steps in a undertaking. These steps set up the whole lot about your undertaking hierarchically.
In keeping with Jeffrey Pinto, an writer and professor, the WBS is a planning mechanism for realizing the interrelationship of assorted actions in a undertaking. In its easiest type, the WBS appears to be like such as you see within the template beneath:
Parts of Work Breakdown Construction
Based mostly on what I discovered from Pinto, each WBS has at the least 4 ranges in project management.
Nonetheless, in case your undertaking is advanced, you’ll have extra sub-deliverables, and your work package deal will proceed growing.
Listed here are the 4 ranges of a WBS for a easy undertaking.
Stage |
WBS Time period |
Description |
Prime-Stage/Stage 1 |
Mission |
The general undertaking underneath improvement |
Stage 2 |
Deliverable |
The main undertaking parts |
Stage 3 |
Sub-deliverable |
Supporting deliverables |
Stage 4 (Exercise) |
Work package deal |
Particular person undertaking actions |
As an instance, I’ll clarify these ranges with the WBS for a advertising and marketing convention.
Prime-Stage/Stage 1
The highest degree of the WBS covers the complete undertaking scope. It’s additionally the ultimate deliverable, which outlines what I need to accomplish. For this undertaking, the highest degree is a “advertising and marketing convention plan.”
Stage 2
The second degree of the WBS outlines the main undertaking parts. It additionally reduces the undertaking scope into models that function deliverables.
Deliverables embody options for merchandise or phases for duties. My undertaking is a collection of eight duties. You’ll discover I numbered every deliverable at this degree (and for the decrease ranges).
It is a deliberate ingredient, which is absent from some WBS I’ve seen.
Professional tip: Numbering a piece breakdown construction helps with readability, group, and monitoring. With numbering, I’ve a logical and visible approach to know the connection between deliverables, sub-deliverables, and work packages. This makes it straightforward to discover a work ingredient, particularly for a big undertaking.
Stage 3
The third degree of the WBS is the sub-deliverable. Every sub-deliverable is a element of the primary deliverable you’ll present to your stakeholders.
When contemplating an merchandise as a sub-deliverable, a consideration is the benefit of managing it. As an example, the sub-deliverable, researching potential venues (2.1), matches this invoice.
Why? It’s manageable. I can assign some hours to it. The price is minimal.
If you happen to’re making your individual WBS, undoubtedly use a template to get you began.
Actions
The final degree of the WBS is actions. Consider actions like atoms. They’re the smallest components inside a sub-deliverable or deliverable.
As an example, to ship the occasion planning and technique, I might want to execute the next actions:
- 1.1 Outline targets and targets
- 1.1.1 Conduct a kickoff assembly with stakeholders
- 1.1.2 Draft a listing of measurable targets
- 1.1.3 Finalize targets in a undertaking constitution
- 1.2 Determine target market
- 1.2.1 Conduct market analysis
- 1.2.2 Create viewers personas
- 1.2.3 Validate personas with stakeholders
- 1.3 Develop occasion theme and branding
- 1.3.1 Brainstorm theme concepts
- 1.3.2 Design emblem and branding supplies
- 1.3.3 Approve theme and branding with stakeholders
- 1.4 Set a price range and allocate sources
- 1.4.1 Determine key expense classes
- 1.4.2 Create an preliminary price range plan
- 1.4.3 Get price range approval from stakeholders
- 1.5 Create undertaking timeline and milestones
- 1.5.1 Draft an in depth undertaking schedule
- 1.5.2 Determine key milestones
- 1.5.3 Share the timeline with the workforce
Advantages of Utilizing WBS in Mission Administration
Whereas studying in regards to the WBS, a few of my friends didn’t seem satisfied. Some argued that it’s nice on paper however unapplicable in real-life conditions. For others, its advantages outweigh the flawed pondering of not having one.
So, how does a WBS truly assist?
A WBS prevents scope creep.
Each stakeholder is on the identical web page when there’s a WBS.
With out one, stakeholders can proceed including to the undertaking till it turns into unmanageable. As soon as this occurs, you’ll have to revisit your timelines, milestones, price range estimates, dangers, and so forth. I wouldn’t like this to occur, particularly when dealing with a number of initiatives.
Within the waterfall surroundings characterised by a sequential strategy to undertaking execution, the advantages of a WBS in avoiding scope creep will likely be undebatable.
Nonetheless, in Agile environments with out absolutely outlined finish merchandise, some specialists argue stakeholders will change their minds on what they need, when, and why.
Whereas this negates the worth of a WBS, one expert argues that Agile groups shouldn’t use the excuse of agile to not plan and threat having scope creep.
“Whereas I get {that a} full waterfall model WBS could be crucial in a building undertaking, they [agile teams] cannot go full no estimates on initiatives with inter-team dependencies, multi-fiscal-quarter supply dates, and something greater than 5 workforce members.”
“At a minimal, all necessities of the tip product ought to be documented, a roadmap of all main deliverables ought to be communicated, they need to be performing some equal of a WBS for the subsequent two weeks of labor and ideally as much as the tip of the subsequent milestone, and a tough define of how the whole lot else goes to return collectively,” they add.
A WBS aids undertaking price range estimation.
A piece breakdown construction isn’t only a planning device — it helps with budgeting. By breaking my undertaking into detailed actions, the WBS makes it straightforward to assign budgets.
Price range overruns stay a pervasive situation in undertaking administration. In a BCG survey of 403 respondents, 49% stated over 30% of their group’s know-how improvement initiatives exceeded their budgets. Tech initiatives use Agile due to the pliability and iterative progress it presents.
Whereas I perceive {that a} pre-established price range runs in opposition to the Agile mindset, incorporating a WBS into dash planning helps. Assigning budgets on the dash degree permits groups to stay adaptable whereas sustaining monetary self-discipline.
A WBS captures all work packages.
I’ve discovered that making a WBS forces me to assume critically about each side of a undertaking. From main milestones to granular deliverables, every work package deal is accounted for. This not solely helps visualize the scope of the undertaking but in addition ensures nothing is ignored.
However earlier than penning down each package deal, speaking to stakeholders is significant. Not doing so is one cause for the current and monumental failure of the Excessive-Pace Rail 2 in the UK.
In keeping with Tejvan Pettinger, an economist, “[High-Speed Rail 2] dangers being a £50 billion white elephant and a monument to poor planning.”
Pettinger didn’t counsel that the HS2 workforce didn’t have a complete WBS — nevertheless, he makes a verifiable declare of fixed modifications to the undertaking scope.
And as we’ve established, when this occurs, the undertaking will get derailed on virtually all fronts and the workforce has to return to the drafting board.
Forms of WBS in Mission Administration
There are two forms of WBS:
- Deliverable-based work breakdown construction.
- Part-based work breakdown construction.
Deliverable-Based mostly WBS
A deliverable-based WBS will get tangible outcomes (deliverables) for stakeholders.
What I like about this WBS is its give attention to “what to do” over “learn how to do” a activity. As such, this WBS is simple to switch, easy for estimating value, and gives a whole view of the overall work scope.
The deliverable-based WBS has functions in eventualities equivalent to:
- Tasks with clear outputs equivalent to organizing an occasion or setting up a constructing.
- Shopper-focused initiatives like particular advertising and marketing campaigns or design initiatives.
- Tasks requiring detailed scope administration equivalent to launching a brand new product.
Part-Based mostly WBS
A phase-based WBS organizes work in keeping with the sequential levels of the undertaking lifecycle (initiation, planning, execution, monitoring and management, closure). With this WBS, I need to element the method for attaining particular deliverables.
One of many easiest methods to elucidate a phase-base WBS is to contemplate a analysis writing undertaking. With out doing an ethics overview, I can’t interview individuals to get insights for writing my closing report.
With the phase-oriented WBS, I just like the clear insights it provides into components that hinder the undertaking’s progress. This WBS can be nice for offering a roadmap of “when to do” duties, guaranteeing every stage builds logically on the earlier one.
The phase-based WBS is suited to:
- Course of-driven initiatives equivalent to implementing a enterprise system or conducting analysis and improvement.
- Standardized lifecycle initiatives like these following Waterfall methodology.
- Lengthy-term initiatives with sequential development, equivalent to multi-year infrastructure builds or strategic planning initiatives.
How one can Use a WBS for Managing Tasks
A WBS is superb for chopping advanced initiatives into the smallest bits. However past its core operate of visualizing the undertaking scope, right here’s learn how to use a WBS:
1. Assign duties.
The WBS makes it straightforward to assign deliverables or duties to workforce members. This helps everybody know what they’re answerable for and retains issues from getting duplicated.
2. Estimate time and sources.
I take advantage of the WBS to determine how lengthy every activity will take and what sources are wanted. This makes it simpler to create a sensible schedule and price range.
3. Facilitate communication.
The WBS is a good way to maintain everybody on the identical web page. It helps align workforce members and stakeholders on the undertaking’s scope, duties, and timelines.
4. Handle dangers.
I search for potential dangers in every WBS ingredient and create plans to handle them earlier than they disrupt the undertaking.
5. Combine with undertaking administration instruments.
I’m a fan of instruments like Trello and Asana. Inputting the whole thing of my WBS into these instruments makes it straightforward to assist preserve monitor of duties, handle sources, and generate experiences.
Ultimate Ideas
The work breakdown construction is a cornerstone that gives readability on initiatives.
Whereas I had discovered about WBS throughout my research and utilized it in my skilled life, diving into its nuances and reflecting on its use in real-world eventualities gave me a renewed perspective.
The WBS is crucial not only for planning and organizing a undertaking, however for figuring out dangers and sustaining management over scope and budgeting.
A helpful studying for me was the talk in regards to the relevance of WBS in Agile. A product backlog in Agile initiatives is sort of a WBS, the place epics or options are managed in sprints.
With out placing thought into the work objects, whether or not in Agile or Waterfall, the undertaking is heading for the rocks.
Backside line: Profitable initiatives begin with a well-thought-out plan, and that plan begins with a piece breakdown construction.
Unsure when you favor to embed a desk or simply use a screenshot so I gave you each choices for these 3 situations (specifically as a result of the third is LARGE)