Your team’s productivity is highly dependent on how easy it is to manage projects. This translates to meeting deadlines and your success as the project manager. So, is your team freaking out due to the complexity of your projects? Work breakdown structure in project management can make things more manageable and less intimidating to you and your team.
A work breakdown structure (WBS) removes intimidation during the project planning stage and invigorates team members to tackle overarching projects. This article will explain project WBS meaning, how to use it, and how your team can benefit from it. So, read on to discover more about WBS, and enhance your team’s productivity and success without much hassle.
What Is WBS In Project Management?
Work Breakdown Structure is one of the fundamental tools of project management software used to break down complex projects into easily manageable components. WBS provides a systematic approach to define and organize every task, project deliverable, and milestone. It facilitates effective planning, task scheduling, and execution.
Before delving deeper into WBS in project management, let’s first try to understand the complexities of projects to help you understand WBS even better.
Understanding Project Complexity
Any project, whether it’s marketing or software development, can grow into a complex form due to different factors. Such causes include the number of dependencies, tasks, uncertainties, resources involved, and stakeholders. If not strategically approached, a complex project can overwhelm project managers and team members.
Here are the different ways in which project complexity can be categorized:
a) Technical Complexity
A project can be technically complex depending on the intricate technologies, processes, or special skillset needed to complete it.
b) Organizational complexity
The stakeholders, team leaders, and diverse teams can have different approaches to how things should be done. When the ideologies of these people conflict, it can create an organizational complexity that’s difficult to overcome without a proper work breakdown structure project management.
c) Resource complexity
No matter how well-funded your project is, you’ll always have limited resources in one way or another. The bottlenecks arising from the management of limited resources, opposing priorities, and limited budgets often lead to resource complexity.
d) Uncertainty complexity
Every project will always have some unforeseen risks, shifting requirements, and external volatilities. All these factors contribute to what we term uncertainty complexity.
Once you comprehend all the types of complexities your project faces, it becomes easier to know work breakdown structure in project management makes your work easier.
Why should you use a Work Breakdown Structure?
Apart from breaking down a project into simpler units, a WBS provides a project’s detailed view, highlighting the role to be undertaken by every team member. Working without a WBS can be catastrophic to a project’s success. There will be a higher likelihood of project requirements being left out and the project missing its intended objective.
A WBS is a visualization of a project outcome, the sequence of activities to be performed, and the deliverables. The following are the perks of utilizing a WBS in project management:
1. Enhance clarity on team members’ responsibilities
A WBS highlights the various tasks and the responsible team members who will execute them. This way, every team player knows their role, the deliverables to be met, and their due date. Also, team members are motivated since they know how important their contribution is to the project’s success.
2. Timely and proper completion of tasks
The role of a WBS is to disintegrate deliverables to the lowest unit detail, making it easier to track tasks and sub-tasks. This also helps to ensure that no sub-deliverable is forgotten or lost during the project implementation.
The WBS minimizes confusion and ambiguity regarding every team member’s duty and the timelines to be met. In the end, the process is a great time and resource saver by helping teams utilize their time better.
3. Activity tracking made possible
Since WBS in project management is crucial in spotting, listing, setting up, and assigning tasks to achieve project goals, it creates a trackable baseline. When tracking the work in comparison to the baseline is achieved, it improves project progression as per the requirements.
4. Better risk management
By detailing every task and sub-task, the WBS helps project managers to spot potential risks and develop proper mitigation strategies.
The Various Types Of WBS
A project management work breakdown structure can either be deliverable-based or phase-based. The latter defines the activities of a project based on distinct stages, such as planning, designing, production, et cetera. The phase-based WBS is best suited for mega projects comprised of a myriad of moving parts working in sequence.
Contrary to that, a deliverable-based work breakdown structure defines the activities of a project depending on the expected results. For instance, if you’re running a digital marketing campaign project, the videos, photos, and blog content targeting the audiences are your deliverables.
This type of WBS is the most popular among most project managers since it provides a more concrete result that is easy to measure. Regardless of your preferred approach, your work breakdown structure in project management should:
- Maintain simplicity and be easy to internalize;
- Provide highly accurate budget estimates and timelines;
- Assign authority and responsibility to the right team members;
- Maintain simple milestones that are easy to achieve and measure;
- Be flexible and conform to other functions of the business to reduce disruptions.
What are the Various Levels of a Work Breakdown Structure?
A work breakdown structure’s focus is on the project phases and deliverables. It offers a visual representation of a project to help project managers and team members understand their roles, contributions, and resources assigned to them.
A WBS is nothing but a workflow representation of a project execution that removes complexities while improving performance and flexibility. The flowchart breaks down any project into five important levels:
a) Parent task
Parent task defines what the project intends to achieve, that is, the objective. It can be introducing a new feature to your software or improving sales. It represents the whole project as one entity.
b) Major deliverables
The deliverables level breaks down a project into the main phases that team members need to accomplish. These are the project’s main components and represent the milestones or the accomplishments.
Every major deliverable is further disintegrated into sub-deliverables, also known as sub-phases. They offer detailed information about the tasks to be accomplished within every major deliverable.
d) Work packages
This level involves further breaking down the sub-deliverables into individual tasks. These form the tiniest unit of work assigned to particular team members. If need be, work packages may undergo further disintegration to enhance productivity and match a team’s objectives.
The work packages are further subdivided into smaller specific activities to be completed. These activities are the detailed items that team members can act upon. They make up the work packages and significantly contribute toward meeting the project objectives.
Creating An effective Work Breakdown Structure in Project Management
Creating a WBS in project management needs careful planning and collaboration with the project stakeholders. The following is a simplified way of creating an effective WBS:
a) Define your project deliverables
What would you like your project to achieve? Your deliverables are the desired outcomes of the project execution. Create a breakdown of these deliverables to form your work packages.
b) Decompose major components
Splitting the major components into simpler and easily manageable tasks is called decomposition in project management. Follow a top-down strategy to divide your work until the tasks are easier to achieve and assignable.
c) Follow a hierarchical structure
Arrange your tasks in an orderly manner, starting with your project at the top level. Break it down into smaller phases or deliverables. Continue subdividing these further into tasks, sub-tasks, and finally work packages.
d) Assign unique identifiers
Ensure each element in your WBS has a unique identifier to help in categorization and easy tracking.
e) Involve the project stakeholders
At all times, keep the team members, experts, and other stakeholders involved to ensure every important task isn’t left outside and is categorized accordingly.
f) Review and validate
Regular review and validation of work breakdown structure in project management is crucial. Ensure this process takes place with the stakeholders involved. During the review and validation, ensure the WBS is a representation of the project scope and objectives.
How To Create a Project Management Work Breakdown Structure
Now that we’re up to speed with what is WBS in project management, it’s time to learn how to create one. While coming up with an efficient WBS isn’t demanding, it requires a deeper comprehension of the project scope, available resources, and shareholders’ perspective.
Creating a WBS is an iterative process that continuously builds on a set of steps. Let’s take a look at these steps:
a) Define your project scope
Your project scope is the objective or desired outcomes. From a deeper perspective, the objective will also cover factors such as the deliverables, your budget, timelines, as well as limitations. All this requires you to comprehend your project by closely paying attention to the management plan and charter.
b) Determine the main deliverables
No matter the type or scope of your project, you should define your deliverables to achieve two key requirements:
- They should be the main determinants of the project’s success.
- Allocations should be done to independent teams or individuals.
The roles of each team should be autonomous without overlapping. Take for instance a construction project. There is a contractor for every facet of the construction, from plumbers, and electricians, to roofing contractors, and painters. Each contractor’s role doesn’t overlap with another’s and that way, the project’s success is not affected.
c) Create work packages
Earlier, we defined work packages as the smallest unit of work assigned to a group or team member. Ensure that your work packages add meaning to your project objectives, are mutually exclusive, and contribute measurable deliverables when combined with other work units.
d) Build a WBS Dictionary
Your project management work breakdown structure should also have a dictionary to provide definitions for every project element. WBS dictionary plays an important role in complex projects by improving clarity and communication.
Your WBS dictionary should define elements such as:
- Element identifier: this is a unique identifier for every work package within the WBS. It plays a vital role in tracking and cross-referencing the work packages.
- Work package description: a concise description of the work package featuring the deliverables.
- Scope: work package scope definition, highlighting the inclusions and exclusions. This is crucial in preventing scope creep or misunderstandings.
- Deliverables: these are the specific outcomes of completing the work packages. They should be measurable and tangible.
- Milestones: the milestones are essential for tracking progress and ensuring the implementation timelines are met.
- Time estimates: provide the approximate timeframe required to achieve certain results as required by the work package.
- Assigned resources: identify the groups or individuals who will execute the work package. You may include departments, roles, and specific individuals.
- Dependencies: If work packages rely on the completion of other tasks or resource availability, you should mention them.
- Budget: list down the costs related to the completion of the work package to help with cost management and budgeting.
- Risk factors: highlight penitential challenges and high-risk factors related to the work package. This will greatly assist with proactively mitigating and managing risks.
- Quality standards: list down all the required quality standards and guidelines that your team should meet while delivering the outcome of a work package.
- Acceptance criteria: specify the criteria that teams must meet to mark a work package as complete.
- Work package contact persons: provide the details of the persons or teams responsible for the execution of the work package.
- Additional information: provide any extra information, instructions, or clarifications applicable to the work package.
The WBS dictionary is the reference guide for team members, collaborators, and shareholders as far as comprehending the work package is concerned. It plays a vital role in ensuring clear and concise communication, efficient management, and successful project execution.
e) Choose the appropriate WBS format
A project management work breakdown structure may take different forms such as flowcharts, tables, or texts. This is because you can group tasks in a hierarchical format in many different ways, which is the main point of a WBS.
Types of WBS Formats
When choosing a format, involve your team members to ensure the selected choice is easier to read and understand. You could opt for an outline structure, Gantt charts, colorful pyramids, spreadsheets, or sequentially numbered list format.
i) Hierarchical WBS structure
This is the simplest or most basic format of WBS. It’s commonly preferred by project managers because it’s easy to create and showcases the order of tasks, hence easy to follow. The main downside of this format is that including additional budgets, timelines, and team assignment information is quite difficult.
ii) Outline numbering
In outline numbering format, each level has a unique identifier that is either a letter or a number, creating more of an outline. This simplifies the reference or cross-referencing of different WBS levels.
iii) Tabular WBS format
The tabular format presents the project management work breakdown structure in a spreadsheet or table layout. It features work packages with the corresponding descriptions, parties responsible, date schedules, and other relevant information in columns.
iv) Organizational WBS
The WBS follows the project team member’s organizational structure. That is, work package classification is according to departments or the responsible teams that implement them.
v) Product WBS
Here, the work breakdown structure in project management is broken down according to the features or components of the final product. The product WBS format is essential in projects involving product development where the primary function is to produce a definite product functionality.
How WBS Manages Project Complexity
Complex projects often include many dependencies, variables, and stakeholders. WBS helps project managers and team members manage such complexity by offering a structured approach.
The hierarchical flow of the Work Breakdown Structure allows teams to concentrate on specific sectors without feeling overwhelmed by the whole project’s complexity.
Project managers can easily spot potential bottlenecks and critical paths by mapping out a WBS’s task dependencies.
c) Resource allocation
The project management work breakdown structure helps project managers to efficiently allocate resources by identifying the areas that require them in different phases.
d) Risk mitigation
It’s much easier to manage risks if identified at the task level in a WBS. In turn, project managers can develop better strategies to proactively mitigate these risks.
e) Change management
Whenever changes take place, WBS helps project managers to evaluate the impact on particular tasks and the entire project, therefore assisting in decision-making.
At What Stage of Project Cycle Should You Create a WBS?
Creating a work breakdown structure in project management should take place at the planning stage. Doing this will help you understand the work needed to implement your project. WBS also makes an essential input when creating project risk management plans, budgets, and schedules. All these are requirements during the early stages of the project life cycle.
The project management process can turn messy and difficult depending on the complexity. The work breakdown structure sets in as a crucial artefact to eliminate such complexities and display a project manager’s prowess. If you understand what is WBS in project management, you’ll be better positioned at making well-informed decisions that will influence the team’s motivation and the success of your project.
Frequently Asked Questions
1. What are the 5 Levels of WBS?
The WBS follows a hierarchical project breakdown into smaller easily manageable components. It comprises multiple levels, including:
- Parent task – this is the top level representing what the project is supposed to achieve.
- Major deliverables – this level breaks down the project into the main deliverables, each representing a significant component within the scope of the project.
- Sub deliverables – this level goes further to subdivide the major deliverables into smaller more manageable components. Work is divided into distinct elements that contribute to major deliverables completion.
- Work packages – these are the smallest work units in a project management work breakdown structure that are easily assignable, schedulable, and manageable. They are executed by individual team members or groups with specified timelines.
- Activities – this level further disintegrates work packages into activities that need completion.
2. What is the Difference Between WBS and Gantt?
WBS hierarchically represent the scope of a project, disintegrating it into smaller components for easier management and better organization. Its main focus is providing the project deliverables’ structure. On the other hand, the Gantt chart visually presents timelines and schedules of a project while showing the tasks with their dependencies. It’s mainly used for scheduling and tracking the progress of a task. Overall, there are numerous advantages of Gantt Charts in the process of enhancing the productivity of your organization.
3. What are the 4 Rules for Creating a WBS for a Project?
- i) Mutual exclusivity – always ensure every component or work package is distinct, without overlap with others.
- ii) 100% rule – the work breakdown structure should comprise the whole project scope without leaving any work unaccounted for.
iii) Hierarchical structure – all components should follow the top-down structure, with major deliverables subdivided into smaller ones.
- iv) verifiable and measurable – ensure that the smallest work unit’s completion is verifiable and measurable against defined criteria.
4. What is the Difference Between a WBS and a Project Plan?
A work breakdown structure in project management provides project breakdown into simpler, easy-to-manage components while maintaining a hierarchical structure. It’s an outline of what is to be carried out. In contrast, a project plan is a detailed document showing tasks, timelines, resources, and roles. It’s a roadmap for implementing and managing a project, highlighting how and when activities will be completed.
5. What Should a WBS Not Contain?
A WBS in project management shouldn’t have individual activities or tasks that are too granular. That is, it should exclude technical step-by-step implementations. The WBS’s primary focus is breaking down a project into easy-to-manage components, therefore shouldn’t include specific daily activities or details.