Print out the 2 WBS formats that appear in the teaching notes.
Write up on board (leave space for Step 1 to put all 6 up)
Deliverables- a new word in the English language used a lot in PM Mention who the customer is. (May need an iterative approach to developing this). Overall statement- 1 or 2 sentences- delivery of X by Y at a cost of Z. What is being delivered is specifed further (A halloween witch costume- one pointy hat, one black dress, one broom, one fake nose) 3) Milestones is where timing is specified further - the costume coming in pieces or all at once? 4) If there are specific tech requirements - size, fabric used? 5) Are there any deadlines for things not b- User can expect to get at least 10 wearings out of it. Not machine washable. Shoes not included. After done with all this- review with the customer! May need to be iterative
The why part is optional, but is important if the context is unclear. Makes it clearer to justify costly projects- Increase market share, test a new target demographic, raise company’s public image
Sample Scope Statement (we’d get more info on XYZ;s from our customer) (1) Project Objective: Organize a dinner dance for 30 couples by June/Decemenber ?? at a cost not greater than X$ to raise money for a local charity. (2) Deliverables: 1) 60 Catered dinners 2) Jazz combo 3) Rented hall …. Maybe 4) printed tickets 5) marketing literature? (3) Milestones: 1) Find and Reserve hall by date x 2) Sell 30 tickets by y 3) Arrange caterer by z (4) Technical Requirements: 1) Hall has sufficient space for tables to seat 60 people and a large enough dance floor. 2) Convenient parking (or transit) available 3) Hall has infrastructure to support catered dinner and jazz combo 4) Meals include vegetarian option (or other such) 5) Alcohol allowed to be served on premise? (5) Limits and Exclusions: 1) Caterer responsible for preparing, serving, and clean-up Provides food, linens and plates/silver/glassware 2) Ticket price set to generate at least $50 profit per couple 3) Jazz combo responsible for bringing, setting up, and breaking down sound system 4) Event transpires between 7:00pm – 12:00am Customer Review: Charity official
Project Charter is issued by Upper management. Difference is that a scope statement may not yet have management approval Expanded SOW (for Charter) can include team composition, etc. Scope creep- expand beyond what was documented in the project scope. Very, very common, especially with externally-focused projects.
Historically DS856 students have had issues with this- couldn’t define their project objective in the first deliverable- got points taken off… then couldn’t do it for the final.
Technically not quite the scope triangle
Quality is the area. In order to maintain the quality, you may have to sacrifice cost and/or time in order to meet unchecked scope creep This makes more sense if you draw the triangle as I did, with each of the 3 components as a side, so if shorten 1 side, have to lengthen another (realistically, 2) to enclose the same area (although technically have to take the inverse of scope) Cost- can be resources (hiring more people or subcontracting out, or buying finished products instead of making them)
Don’t have to have 1 in each, but is the most typical. Don’t make mistake of having all be enhance. Typically need to have at least 1 accept. Typical to have 1-enhance, cost if nothing else.
1. Once date is set, time-constrained, scope (accept or constrain) cost-enhance. Could understand if people wanted Scope-constrain, cost accept instead. 2. Time-accept, Scope-constrain, Cost-accept (scope must be constrained- can’t reduce functionality, such as weight tolerance- though maybe some aethetics like the “signature span” might be sacrificed) 580 rebuild looks more like it was time-enhance. 3. Most people have set a date, so that’s generally time constrained. Some people are budget constained (and thus scope-accept), others are scope enhancing and budget accepting.
Is pretty straightforward
Graphically sometimes a pain- BIOS I/O is the same level as R/W head for HD, but you can’t tell
Include the diagram. Start with Frame…. Some question about whether the brakes qualify as their separate system.
We only cover this briefly
Hmmm- have to decide if want to show this- is really busy and confusing. Note how the level 4 items sometimes appear on row 4 others on row 5
Can roll up or roll down as appropriate to the level of the people being reported to
Note that the coding makes it clear what level the item is at, and then also is clear what the parent is…
Note- Friends at a software company were still using WBS, and it’s still the gold standard on PMI tests.
Typically for simpler projects that have less of inherent breakdown of sub-deliverables.
Usually Tasks are presented in order of execution Better have an R (and typically only 1) at each row. Not all tasks require an S. Who looks like they have the key roll on the project? (Richard) Who looks like the quant-head? (Dan) Who looks like the entry-level analyst, who may be being groomed for one of the other rolls? (Dave) Who appears to be serving more as administrative assistance? (The women, alas)
The communication issue is one reason I encourage project teams rather than single-person projects. In my opinion, it’s not really a true project if 1 person is responsible for all the planning
Note that the appropriate communication for each of these is different I am ignoring the “Project office”
Not everyone has the same plan format. This is Shale Oil’s, supposedly. Typically PM does the status reports and issue reports, not some “team recorder”
1.Students construct a WBS using the hierarchical box format or the coding scheme (1 Soccer Tournament, 1.1 Field, 1.1.1 Goals). Students should be reminded to focus on deliverables and to break each deliverable into subcomponents as they proceed to the next level of the WBS. One common mistake is to identify groups of people (grounds crew, tournament committee) and not what they accomplish (deliverables). A second issue is level of detail or how many levels the WBS has that goes no farther than 3 or 4 levels, while the subcommittee responsible for fields may break their deliverable even further. 2. WBS would provide structure to the discussion. Instead of the free-for-all that occurred, the WBS would provide an agenda for discussing different elements of the project. The WBS would also be useful for assigning subcommittees responsible for each major deliverable 3. Because other soccer clubs have successfully hosted youth tournaments, she should contact nearby clubs and request planning information developed over the years. Clubs that annually hold summer tournaments are likely to have comprehensive checklists that would be a rich source of information in developing Manchester’s tournament plan. 4. By breaking down the major deliverables associated with a soccer tournament into more detailed subcomponents, the planners are unlikely to ignore cost items as well as have sufficient information to formulate cost estimates. With the exception of the referees, the tournament will rely on volunteer labor. Therefore, the task force should be able to identify specific cost items (printing brochures, trophies, field rental, equipment rental, etc). Tabulating cost estimates would provide a basis for doing a breakeven analysis and help the task force make important decisions such as entry fee and ideal size of the tournament (number of teams and games) as well as make specific decisions regarding items such as medals versus trophies and color versus black and white brochures
Make a list of the major deliverables for the project and use them to develop a draft of the WBS for the tournament that contains at least three levels of detail (for some of the items). What are the major deliverables associated with hosting an event such as a soccer tournament?
How would developing a WBS alleviate some of the problems that occurred during the first meeting and help Nicolette organize and plan the project?
Where can Nicolette find additional information to help her develop a WBS for the tournament?
How could Nicolette and her task force use the WBS to generate cost estimates for the tournament? Why would this be useful information?