Work Breakdown Schedule Template Example Page 2
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5WBS Example
Element Number
WBS Element
2.03
Initiating Approval
2.03.01
Finalize and submit the Project Initiation Document, Concept Analysis Document, Business Case, and
other supporting documentation to appropriate manager(s).
2.03.02
Prioritize project based on business-defined criteria.
2.03.03
Participate in Initiating Approval Checkpoint Review. Request funding and approval to proceed.
2.03.04
If approved, obtain resource and funding commitments to the project from the appropriate authority.
2.03.05
If not approved, communicate decision to impacted resources and take appropriate measures to
ensure work is not continued.
2.04
Process Closure
2.04.01
Assess the Initiating Process to capture lessons learned and opportunities for improvement.
3
Planning Phase
3.01
Process Start Up
3.01.01
Define/refine the Planning team. Review roles and responsibilities.
3.01.02
Prepare for and conduct Planning Kick-Off Meeting.
3.01.03
Expand and/or update the Planning activities in the existing Project Schedule.
3.02
Project Approach
3.02.01
Define project measures of success.
3.02.02
Refine project scope, objectives, and deliverables.
3.02.03
Identify the requirements decision makers and a process for making effective decisions.
3.02.04
Gather and document project requirements.
3.02.05
Identify, define, and document technology, infrastructure (hardware, desktop, network, etc.), and
support requirements for the project.
3.02.06
Refine/validate project approach.
3.02.07
Initiate the development of a work breakdown structure (WBS) for organizing project activities.
3.02.08
Refine the Business Case based on the additional information developed in the Planning Process
activities.
3.02.09
Define the Project Organization, including the Steering Committee, Project Team members, and
Subject Matter Experts. Document in an organization chart.
3.02.10
Determine communications requirements and document the communications approach.
3.03
Project Schedule/Budget
3.03.01
Refine the work breakdown structure (WBS).
3.03.02
Identify task sequence and dependencies.
3.03.03
Based on project team members’ input, estimate work effort (hours) and duration (time).
3.03.04
Identify resource requirements.
3.03.05
Create the Project Schedule.
3.03.06
Establish the project budget.
3.03.07
Review the Project Schedule and Project Budget with the project team, sponsors, and other
appropriate stakeholders.
3.04
Project Planning
3.04.01
Identify project constraints, dependencies, and assumptions.
3.04.02
Identify, analyze, and prioritize project risks.
3.04.03
Determine management approaches (e.g., integration, scope, time, cost, quality, human resources,
communications, risk, procurement).
3.04.04
Determine change enablement approach, if applicable, addressing communications, learning, and
rewards.
3.04.05
Refine project documentation based on information gathered in the Planning Process.
3.05
Planning Approval
3.05.01
Determine the funding source of project monies.
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