What is and how to do WBS?

I would like to know how many of you (project managers and Tech) use WBS (work breakdown structure) to plan a project? I heard that it’s good, but then there are a lot of β€œgood things” that will not work in the end.

Does this help in project planning? If so, how to do it right. perhaps some links / articles may help.

Please remember that I am not a project manager, but sometimes I have to carry out its tasks.

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3 answers

In traditional project management, WBS is an invaluable tool if used correctly.

I always did this on a top-down basis, starting with the main pieces of work:

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1. General Ledger
2. Journal Interface
3. Account Payable module
4. Accounts Recievable module
5. Bank Interface
6. Reporting

WBS.

1.0.0 General Ledger
  1.0 Transaction Ledger
  2.0 Accounts Maintenance
2.0.0 Journal Interface
  1.0 Journal creation
  2.0 Journal review
  3.0 Journal update
  4.0 Journal deletion
3.0.0 Account Payable module
  1.0 AP Invoice creation
  2.0 AP Invoice review
  3.0 AP Invoice update
  4.0 AP Invoice deletion
4.0.0 Accounts Recievable module
  1.0 AR Invoice creation
  2.0 AR Invoice review
  3.0 AR Invoice update
  4.0 AR Invoice deletion
5.0.0 Bank Interface
  1.0 Generic Payment interface
  2.0 ANZ Bank interface
  3.0 Westpac Bank Interface
  4.0 Commonwealth Bank interface
6.0.0 Reporting
  1.0 Trial Balance
  2.0 Balance Sheet
  3.0 Operating Statement
  4.0 Invoices Pending

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1. Create your WBS from your deliverables
2. Break the WBS down into work packages between 4 hours to 5 days long
3. Estimate on the work packages
4. Report your schedule against the top level(s) of your WBS
5. Report your budget against the top level(s) of your WBS

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1.0.0.0 Phase 1
  1.0.0 General Ledger
    1.0 Transaction Ledger
    2.0 Accounts Maintenance
  2.0.0 Journal Interface
    1.0 Journal creation
    2.0 Journal review
  3.0.0 Reporting
    1.0 Trial Balance    

2.0.0.0 Phase 2
  1.0.0 Journal Interface
    1.0 Journal update
    2.0 Journal deletion
  2.0.0 Account Payable module
    1.0 AP Invoice creation
    2.0 AP Invoice review
    3.0 AP Invoice update
    4.0 AP Invoice deletion
  3.0.0 Reporting
    1.0 Balance Sheet
    2.0 Operating Statement

2.0.0.0 Phase 3
  etc etc etc

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WBS is of utmost importance - according to Capers Jones: missing / unknown / incomplete requirements, design and plans are the main reasons for the failure of the project, helping WBS to detect and clearly determine the scope of the project. I used various whiteboard tools to display map tools. Do not let the tool bind your hands, find one that works, or just use paper.

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