PostHeaderIcon A Checklist for Work Breakdown Structures

Whether checklists are retained as tacit knowledge, explicitly documented for personal use or defined as an organizational standard, they can be invaluable aids to ensuring quality and consistency (see Project Management Checklists). Checklists can be used for any and all aspects of project management but generally have most value in those major areas of project planning that are most frequently defective, such as scope management, scheduling and risk management.

Ten WBS Checks

 Here’s a checklist for that cornerstone of all detailed planning, schedule optimization, proper risk identification and effective change management – the work breakdown structure (WBS):

  1. Is the WBS organization method appropriate?
    – The chosen level 1 grouping method should reflect the focus needed for tracking and reporting
  2. Is the project scope fully reflected in the WBS tasks?
    – The scope definition of each deliverable should be reflected in all tasks that accomplish that deliverable
  3. Do all task names have verb/noun descriptions?
    – Action-oriented task names reduce ambiguity and minimize potential misunderstandings
  4. Do all tasks have correct coding?
    – Unique WBS codes should correctly identify the hierarchy of each task
  5. Do tasks aggregate correctly?
    – All lower level tasks should roll up to the next highest level
  6. Are tangible outputs evident for each task?
    – Establishing measurable outcomes enhance understanding of a task’s purpose, scope and progress
  7. Does each task have one single owner?
    – The project manager needs to know who is accountable for ensuring the task gets done – that’s one single individual (multiple owners = zero owners)
  8. Do the lowest level tasks have appropriate duration?
    – Task durations should be consistent with tracking frequency (e.g.. weekly tracking would demand task durations of typically between 1-8 days)
  9. Do tasks have clear, agreed upon completion criteria?
    – Completion criteria ensure there is no ambiguity in understanding what “done” means
  10. Does the WBS include adequate milestones?
    – Milestones should be present to help set schedule targets and track progress against the completion of key deliverables and major project events.
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