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WorkBreakdownStructureApproaches (fromPMIPracticeStandardonWorkBreakdownStructures)

TOPDOWN
Approach
Step1.Identifythefinalproductsoftheprojectwhatmustbedeliveredtoachieveproject success.Athoroughreviewofhighlevelprojectscopedocuments(suchasStatementof WorkandTechnicalRequirements)isrecommendedtoensureconsistencybetweentheWBS andtheprojectrequirements. Step2.Definetheprojectsmajordeliverables,whichareofteninterimdeliverables necessaryfortheproject,butwhichinthemselvesdonotsatisfyabusinessneed(suchasa designspecification). Step3.Decomposemajordeliverablestoalevelofdetailappropriateformanagementand integratedcontrol.TheseWBSelementsarenormallytiedtoclearanddiscreteidentification ofstandalonedeliverableproducts.Thesumoftheelementsateachlevelshouldrepresent 100%oftheworkintheelementaboveit,asnotedinthe100%Rule.Eachworkpackageof theWBSshouldcontainonlyonedeliverable. Step4.ReviewandrefinetheWBSuntilprojectstakeholdersagreethatprojectplanning canbesuccessfullycompleted,andthatexecutionandcontrolwillsuccessfullyproducethe desireddeliverablesandresults.

UseWhen
Theprojectmanagerandprojectmanagementteamhavelittletonoexperiencein developingWorkBreakdownStructures.Topdowndevelopmentallowsforprogressive understandingandelaborationoftheWBS. Thenatureoftheprojectsproductsorservicesisnotwellunderstood.Thedevelopmentof aWBSjointlywithallstakeholdersusingthetopdownapproachisusefulingaining understandingandconsensuswhenthescopeandnatureoftheprojectisunclear. Thenatureoftheprojectlifecycleisnotfamiliarorwellknown.Topdowndevelopmentof theWBSmoreeasilyuncoverslifecycleissuesandcharacteristics. NoappropriateWBStemplatesareavailable.WhendevelopingaWBSfromscratch,itisfar easiertostartwiththeoverallprojectdeliverable,suchasbuildingabicycle,andthen iterativelydeterminesubelements.

BOTTOMUP
Process
Step1.Identifyallofthedeliverables(orworkpackages)involvedintheproject.If participantsproposeactivities,thentheassociateddeliverables,butnottheactivities, shouldbeincluded(i.e.,translatesuggestedactivitiesintoassociateddeliverables).Thiswill

encompasstheentireoutputoftheeffort.Eachworkpackageshouldcontainonlyone deliverable. Step2.Logicallygrouprelatedworkpackages(ordeliverables)together. Step3.Aggregatedeliverablestothenextlevel,forinstance,theparentlevel.Thesumof theelementsateachlevelshouldrepresent100%oftheworkbelowit,asnotedinthe 100%Rule. Step4.Onceagivengroupofrelatedtaskshasbeenaggregatedtoaparent,analyzethe subsetagaintoensurethatalloftheworkhasbeenencompassed. Step5.Repeatuntilallsubelementshavebeenaggregatedtoasingleparentrepresenting theproject.Ensurethatthecompletedstructureincludesalloftheprojectscope.

UseWhen
Thenatureoftheprojectsproductsorservicesiswellunderstood.Forexample,ifthe organizationhasdevelopedverysimilarproductsorservicesonpreviousprojects,the projectteammightalreadyhaveaverygoodunderstandingofallinterimdeliverables requiredforthenewproject. Thenatureoftheprojectlifecycleiswellknown.Iftheorganizationalwaysusesthesame projectlifecycle,theinterimdeliverablesforthatlifecyclearewellknownandcanbeused tobeginbottomupWBSdevelopment. AppropriateWBStemplatesareavailable.IftheorganizationhasWBSsfromprojectswith similarproductsorservices,andthesecanbereused,abottomupapproachenhancesthe teamsabilitytocustomizetheWBStemplate.

ExtractedfromProjectManagementInstitute.(2006).Practicestandardforwork breakdownstructures(2nded.).NewtownSquare,Pennsylvania:ProjectManagement Institute,pp.1925&3132

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