Work Breakdown Structure (WBS)

Planning Worksheet
Confidentiality Statement
This WBS Planning Worksheet along with all attachments hereto shall be considered <company>s
Proprietary/Confidential nformation
gantthead!com WBS Planning Worksheet
Using this Document - Business Benefits
" work breakdown str#ct#re $WBS% is a hierarchical breakdown of all work re&#ired to complete a pro'ect!
(raphically) it is a tree str#ct#re in which the elements at a lower le*el consist of all the acti*ities
needed to complete the higher le*el!
This worksheet allows yo# to identify the work to be done) the types of reso#rces re&#ired for the work and
storage locations) and to de*elop estimates for each work element! This worksheet does not address
who will perform the work and when the work will be completed!
Pro'ect +ame ,ate / Control +#mber
Pro'ect -anager Prepared by
WBS Oeriew
Sample WBS Overview (later represented graphically under the section, WBS Diagram)
!nitiate Pro"ect
"cceptance Planning
,efine "cceptance Criteria
Create "cceptance Tests
Pro'ect Planning
Create Pro'ect Plan
Create C- Plan
Create ." Plan
Create Test Plan
Set#p P- nfrastr#ct#re
Set#p Pro'ect
Set#p ,atabase
Set#p Tracking Tools
Set#p .#ality -etric /eporting
Set#p ,e*elopment 0n*ironment
Set#p Ser*ers
Set#p ,e*eloper Workstations
Set#p /e*ision Control System
Set#p B#ild 1ramework
Set#p Test 1ramework
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gantthead!com WBS Planning Worksheet
Work Breakdown Structure Details
Work Component Task "cti*ity
,escription
Scope
Per 6nit 4 / 744 84 / 84 94 / :4 / ;4
Phase "ssignment Phase <
Se&#ence = Task/"cti*ity +#mber >>>> ?? >>>>>>>>>>>>>>>>>>>>>>>>>>
,ependencies
Task Constraints
Task +ame /esponsibility @ead / @ag
-ilestones Aes +o
0stimated Work Bo#rs
/e&#ired
0stimated Costs
"ssigned To
+otes
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gantthead!com WBS Planning Worksheet
WBS Diagram
Sample WBS Diagram (based on earlier WBS Overview)
Pro"ect Schedule
Complete the col#mns below #sing information de*eloped in the WBS) CBS) "cti*ity and Se&#encing
Worksheet) and /eso#rce Plan! ndent s#bordinate elements in the WBS element col#mn! 1or eDample
indent all tasks for an "cti*ity and then indent the S#b?Task$s% for the Task! The sched#le sho#ld address
at least three le*els of WBS elements!
%lement &um'er = @ist the element n#mbers assigned in the WBS!
WBS %lements( )ctiity( *ask( or Su'-*ask = dentify the task for the 0lement +#mber in the first col#mn by listing the WBS
0lement) "cti*ity) Task or S#b?Task as defined in the WBS worksheet! ndent S#bordinate elements in the WBS element
col#mn! 1or eDample indent all tasks for an "cti*ity and then indent the S#b?Task for the Task!
Descri+tion of )ctiity( *ask( or Su'-*ask= /efine or re*ise the WBS definition of the "cti*ity or Task listed in the pre*io#s
col#mn!
%stimated Duration = 0stimate the length of time re&#ired to perform the WBS 0lement gi*en the reso#rces identified in the
/eso#rce Plan! ,#ration is the total period of time that it will take to perform the acti*ity or task!
*ask Predecessor %lement &um'er ? Pro*ide the WBS 0lement +#mber$s% for WBS 0lement that m#st be completed before
the WBS 0lement can start!
0lement
+#mber
WBS
0lements
"cti*ity) Task)
or S#b?Task
,escription
0stimated
,#ration
$Bo#rs or
,ays%
Start ,ate 1inish ,ate
Task Predecessor
0lement +#mber
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gantthead!com WBS Planning Worksheet
WBS Checklist
Ba*e yo# entered basic pro'ect information in the spaces pro*idedE
Ba*e yo# selected a WBS work component $task or acti*ity%E
,id yo# acc#rately describe the work componentE
Ba*e yo# assigned the work component to the rele*ant pro'ect phase $by name and n#mber%E
Ba*e yo# assigned a task or acti*ity se&#ence n#mberE
,id yo# acc#rately and completely describe any task or acti*ity dependenciesE
Ba*e yo# assigned the milestone stat#sE
Ba*e yo# estimated the work ho#rs re&#iredE
,id yo# estimate costsE
Ba*e yo# properly identified the responsible staff memberE
-ersion Control
Fersion ,ate "#thor Change ,escription
Crosscheck
"sk yo#rself the following &#estionsG
Ba*e yo# completed a hierarchical breakdown of all work re&#ired to complete a pro'ect) both
graphically and *erballyE
Ba*e yo# f#lly and acc#rately identified the work to be done and the types of reso#rces re&#ired
for the work and storage locationsE
Ba*e yo# de*eloped estimates for each work elementE Ba*e yo# eDcl#ded concerns on who will
perform the work and when the work will be completedE

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