Concept 4 of 15

The work breakdown structure

3 questions test this

The work breakdown structure is a hierarchical decomposition of the total scope of a project into the deliverables that make it up. Each level is a finer division of the level above it, and the bottom level is small enough to estimate, assign and control.

The word carrying most of the weight is deliverable. A structure built from verbs is a different artefact with different properties, and that substitution is the most common way the technique goes wrong.

Level 1Level 2Level 31.0 Online store1.1Catalogue1.2Checkout1.3Projectmanagement1.1.1Product pages1.1.2Search1.2.1Basket1.2.2PaymentintegrationWork package, where one owner, one estimate and acceptance criteria attachBranch 1.3 stops a level higher, which the hundred per cent rule allows

Every box is a noun, the code carries the position in the hierarchy, and the marked boxes are where estimating and control actually happen. Project management is a branch of its own because it is real work that has to be estimated and funded like any other.

Deliverables, not activities

Decomposing by deliverable produces nouns, meaning things that will exist when the project finishes. Decomposing by activity produces verbs, meaning things people will do. Both look like a tree, which is why the distinction is so easy to lose.

It matters because a list of activities cannot be checked for completeness. If the branch under a website reads design, build and test, nothing in the structure reveals that the search function was forgotten. If it reads catalogue pages, checkout and search, an absence shows up as a missing box.

It matters again for stability. Deliverables survive changes of method, so deciding to build the checkout a different way does not force the tree to be redrawn, whereas a structure made of activities has to be rebuilt every time the approach changes.

The activities are still needed. They are derived from the bottom level during schedule planning, which is a later step with an output of its own.

The hundred per cent rule

The structure captures all of the work, and only the work, required to deliver the project. Every level rolls up into the level above, so the children of a node account for the whole of the parent and for nothing outside it.

Two failures follow from breaking it. Work that appears nowhere will not be estimated, scheduled, resourced or tracked, which is how project management effort and integration work end up unplanned and unfunded. Work that appears in two branches gets counted twice in the estimate and then argued over, because each owner assumes the other is doing it.

Project management effort deserves naming for exactly that reason. It is real work, it consumes real time, and it belongs in the structure rather than being absorbed silently by whoever has capacity.

The rule says nothing about depth. Children have to account for their parent, and a branch that is well understood may reach a package at level two while a branch full of unknowns runs to level five. Forcing every branch to the same depth invents boxes in the settled areas and starves the uncertain ones.

Work packages and the dictionary

The work package is the lowest level of the structure, being the point at which cost and duration can be estimated with confidence and a single owner can be named. No rule fixes how many levels deep that sits, and different branches reach it at different depths depending on how much is known about them.

How far to decompose is a judgement about control. Too coarse and a package conceals its own progress, so it reports eighty per cent complete for a month. Too fine and the tracking effort exceeds the value of the information, which produces a structure nobody maintains past the second week.

The dictionary carries what the boxes cannot. A single entry for one package in the tree above shows how much sits behind a label.

Dictionary fieldEntry for package 1.2.2
Code and name1.2.2 Payment integration
Description of workConnect the checkout to the payment provider, covering authorisation, capture, refund and the reconciliation feed
Responsible ownerPayments team lead, named individually
AssumptionsThe provider sandbox is available from week two, and the existing merchant account is reused
ConstraintsCard data stays outside the estate, so no cardholder record is stored by this project
Acceptance criteriaA live transaction authorises, captures, refunds and reconciles against the daily settlement file
Resources and estimateTwo engineers, eighteen days of effort, provider fees excluded
Schedule milestoneSandbox transaction by the end of March, live transaction by the end of April

Read that against the box marked 1.2.2 and the difference is obvious. Without the dictionary the label reads as one thing to the engineer, another to the finance stakeholder and a third to the auditor, and each of them is estimating against their own reading.

The three things it gets mistaken for

The first is an organisation chart. Grouping is by deliverable rather than by department, and a structure with one branch per team has quietly encoded a reporting line where a product should be, which is why it stops matching reality at the next reorganisation.

The second is a schedule. The structure carries no sequence, no dependency and no date, because all of that belongs to the schedule that is built from it afterwards.

The third is a task list for individuals. The lowest level is a package of work with an owner, and any further decomposition into personal tasks happens outside the structure and is managed by whoever owns the package.

What it holds up

Almost everything downstream. Bottom up estimates are produced by estimating packages and rolling them upward. Activities are defined by decomposing packages, which is where the schedule begins. Control accounts and the performance measurement baseline attach to nodes in the structure, and that is what makes earned value arithmetic possible at all.

Risk identification benefits too, since walking the structure branch by branch surfaces risks that a discussion about the project as a whole would skim past. Responsibility assignment maps roles onto the same nodes, so the question of who owns a deliverable has one answer rather than several.

Common misconceptions

The work breakdown structure is the list of activities the team will carry out.

It decomposes deliverables, which are nouns, not activities, which are verbs. Activities are derived from the lowest level afterwards, during schedule planning. A tree of verbs cannot be checked for completeness, because a missing deliverable leaves no gap anybody can see.

Branches should mirror the teams or departments doing the work.

That produces an organisation chart wearing a different label. Grouping is by deliverable, so the structure describes the product rather than the reporting line, and it survives a reorganisation.

3 questions test this concept

A team presents the second level of a work breakdown structure for a customer identity service. It reads discovery, design, build, test and release, and below each sit the tasks that phase will perform. What is the fault, and what should the project manager ask for?

  • AThe branches are uneven, so each should be decomposed to the same depth.
  • BThe structure decomposes activities rather than deliverables, so the second level should name the things that will exist when the project finishes.
  • CDurations and dependencies are missing, so they should be added to every box.
  • DThe branches should match the teams doing the work so that ownership is unambiguous.
Check whether it stuck.

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Related material
Book
Making Things Happen, On decomposition that supports estimating rather than decorating a plan.
Book
Software Estimation: Demystifying the Black Art, On why estimates rolled up from packages behave differently from a single figure.