Writing Work Packages
,The work package is a statement by each task manager as to how he or she plans to complete the task within the scheduled start and finish dates. It is like an insurance policy. For the project manager, the work package is a document that describes the work at a level of detail such that if the task manager or anyone working on the task were not available (if he or she were fired, hit by a bus on the way to work, or otherwise not available), someone else could use the work package to figure out how to continue the work of the task with minimal lost time. This safeguard is especially important for critical path tasks for which schedule delays are to be avoided.
A work package can consist of one or several tasks. On the one hand, this may be nothing more than a to-do list, which can be completed in any order. On the other hand, the work package can consist of tasks that take the form of a mini-project, with a network diagram that describes it. In this case, work packages are assigned to a single individual, called a task manager or work package manager. This manager is responsible for completing the task on time, within budget, and according to specification. Sounds like a project manager, doesn't it? That person has the authority and the access to the resources needed to complete the assignment.
Purpose of a Work Package
The work package becomes the bedrock for all project work. It describes in detail the tasks that need to be done to complete the work for a task. In addition to the task descriptions, the package includes start and end dates for the task.
The work package manager (or task manager) may decide to include the start and end dates for each task in the package so that anyone who has occasion to use the work package will have a sense of how the plan to complete the work will be accomplished.
Be careful if you adopt this approach because it encourages micromanagement on the part of the project manager. The more you say, the more you encourage objections. The trade-off, however, is protecting the project schedule. There is always a trade-off between the need for detail and the need to spend work time actually accomplishing something, not just shuffling papers.
The work package also can be adapted to status reporting. Tasks constitute the work to be done. Checking off completed tasks enables you to measure what percent of the overall task is complete. Some organizations use the percent of tasks completed as the percent of task completion. In other words, if 80 percent of the tasks are done, then 80 percent of the overall task is complete. This is a simple yet consistent measure. This simple yet effective metric serves as the basis for earned-value calculations. Earned value is discussed in detail in Chapter 7.
Format of a Work Package
I recommend that you use the following two work package documents:
Work package assignment sheet — This is a very special type of telephone directory used as a ready reference by the project manager. It contains some basic information about each work package and its manager.
Work package description report — This is a detailed description of the task plan. It contains much of the same information that is found in a project plan, but it focuses on tasks, not projects. It is therefore a much simpler document than a project plan, even though it contains the same type of information as the project plan.
Work Package Assignment Sheet
The work package assignment sheet, shown in Figure 6-6, is a report created by the team member responsible for managing the work package for the project manager only. It includes the earliest start and latest end dates for each task. This sheet is one of the few resources available to the project manager, and it should not be made available to anyone other than the project manager. For example, the project manager is unlikely to tell a task manager that a given task is scheduled for completion on July 15, when the task manager really has until August 15 because of slack. Task managers should be given only the scheduled start and end dates for their tasks.
Figure 6-6: Work package assignment sheet
The work package assignment sheet has limited value in smaller projects but can be invaluable in larger ones. For example, my business was once involved in a project that consisted of more than 4,000 tasks. Over the seven-year life of the project, more than 10,000 task managers were involved. This report became a phone directory that needed constant updating as team members came and went. Because of the complexity and personnel changes that accompany these large projects, the project manager needs an effective and efficient way of staying current with the project team membership, who is assigned to what, and how each team member will accomplish their work.
Work Package Description Report
A work package description report is a document prepared by the task manager in which he or she describes the details of how the work of the task will be accomplished. A very simple example of a work package description report, or statement of work, is shown in Figure 6-7.
After the project plan has been approved, it is the task manager's responsibility to generate the work package documentation. Not all tasks will require or should require work package documentation. The documentation can be limited to critical path tasks, near-critical path tasks, high-risk tasks, and tasks that use very scarce or highly skilled staff. The project manager decides which tasks need work package description reports.
The descriptions must be complete so that anyone could pick them up, read them, and understand what has to be done to complete the task. Each task must be described so that the status of the work package can be determined easily. Ideally, the task list is a check-off list. After all the tasks have been checked off as being completed, the task is completed. Each task will also have a duration estimate attached to it. In some project planning sessions, these estimates may have been supplied as a bottom-up method of estimating task duration.