Contents

Preface

Acknowledgments

PART I WBS Fundamentals

Chapter 1 Introduction to the Work Breakdown Structure

Project Management Terms and Definitions

The Project Problem and Solution

The WBS in the Project Management Process

Background of the WBS Concept

Early U.S. Government Activities

Recent U.S. Government Activities

The Project Management Institute and the PMBOK® Guide

The WBS in the Government Sector versus the WBS in the Private Sector

Chapter 2 Work Breakdown Structure Fundamentals

The 100 Percent Rule

Anatomy of a WBS

Product Breakdown Elements

Service Breakdown Elements

Results Breakdown Elements—Generic Projects

Results Breakdown Elements—Information Technology Projects

Cross-Cutting Elements

Project Management Element

WBS Element Descriptions

WBS Dictionary

Control Account: EVMS

Work Packages

Appropriate Level of Detail

Use of the WBS to Develop Activities

The WBS and Activities

Activity Definition

Inputs versus Outputs—Resources versus Deliverables

Input versus Output Elements

Deliverables versus Intermediate Outputs

Numbering the WBS

Alternate Structure Concepts

Other Categorizations

Chapter 3 WBS Software and the WBS in Software

Software to Help Develop the WBS

WBS Chart Pro

Visio WBS Modeler

WBS Director

Software Using the WBS

Project Management Software

Cost-Estimating Software

Chapter 4 WBS Principles, Steps, and Checklist

WBS Principles

Product Projects

Service Projects

Results Projects—Generic or Information Technology

Common Principles

Steps in Developing a Project WBS

Checklist

PART II WBS Applications

Chapter 5 Project Management Methodology and Operations

Generic Methodology

Scope Management

Project Charter

Statement of Work

Time Management

Cost Management

Bottom-Up Cost Estimation

Collection of Historical Data

Chart of Accounts Linkages

Earned Value Management System Implementation

Budgeting and Work Authorizations

Communications

Procurement Management

Quality and Technical Performance Management

Human Resource Management

Team Building

Integrated Product Teams

Risk Management

Project Integration Management

Project Plan

Configuration Management

Systems Engineering

Chapter 6 Life Cycle Planning: Programs and Phases

Life Cycle Concepts

Generic Life Cycle

Generic Consumer Product Life Cycle

U.S. Department of Defense Life Cycle for Acquisition of Major Products

Typical Construction Project Life Cycle

Museum Program Life Cycle

Information Technology Program Life Cycle

U.S. Government Office of Management and Budget Life Cycle Planning

Life Cycle WBS Concepts

Phases within Projects

Chapter 7 Portfolio Management and a Standard WBS

Introduction

WBS Roles

Planning a Portfolio Management System

Establishing an Enterprise Standard WBS

Category A—Enterprise-Level WBS Standard

Category B—Family of Standard WBSs or Templates

Category C—Life Cycle Framework

Category D—Standard for WBS Development

Category E—No Existing Standard

Concept for a Standard Enterprise WBS

Outsourcing—WBS Requirements Placed on Contractors

Chapter 8 Government Performance Management and the WBS

Government Performance Management Policy: History and Status

Background of Government Performance Management

Government Policies for Performance Management

Industry Activities

Professional Association Activities

Program/Project Structure Requirements

Chapter 9 The WBS in Construction Management

Construction Classification Systems

Background

Construction Specifications Institute, CSI MasterFormat™

OmniClass™ Construction Classification System

Relation to a Project WBS

Highway Construction—Caltrans

Caltrans WBS Development

Purpose of the Caltrans Standard and Guide

Standard Template—Levels of the WBS

What Would a Generic, Universal Construction WBS Template Look Like?

Use of a WBS Template—A Case Study

GSA Enterprise WBS

WBS Elements

Application to an Existing Program—A Third Case Study

CSI MasterFormat™ 2004 Structure

PART III WBS Examples and Descriptions

Chapter 10 WBS Examples and Descriptions

1. Implementation of Enterprise Resource Planning—Version 1

2. Implementation of Enterprise Resource Planning—Version 2

3. Book-Writing Project

4. Dinner Party Project

5. Museum Project—Project Definition Phase

6. WBS for a Planning Phase

7. WBS for a Major Department of Energy Program

8. Information Technology Program

Project Initiation Stage

Design Stage

Implementation Stage

Closeout Stage

9. NASA Standard Base Maintenance Service Contract

10. Sewage Treatment Plant

11. The Rural Meat Company, ERP Implementation—Class Project

WBS Approach

12. Roaming To Win Project at National Wireless, Inc.—Class Project

WBS Analysis

Appendix A FAA Standard Work Breakdown Structure

Appendix B CSI Division List—1995 Version

Appendix C The OmniClass™ Development Committee

Appendix D OmniClass™ Tables Edition 1.0

Appendix E OmniClass™ 2004 and 1995 Divisions

Appendix F Sample Page OmniClass™ Table 22

Appendix G Caltrans WBS

Appendix H The International Infrastructure Project Work Breakdown Structure (WBS)

Bibliography

Index

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