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Sometimes it's not clear
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how granular you should go with the WBS.
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When should you break a deliverable into smaller pieces?
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There are four basic reasons
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to break down a deliverable into smaller pieces:
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one, different parts have differing responsibility,
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two, to separate out waiting time,
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three, to create interim deliverables
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and four, the duration is longer than two weeks.
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Let's look at these situations one by one.
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First, breaking down by responsibility.
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If different project team members are responsible
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for different parts of a deliverable,
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it should be divided into separate parts
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each led by a single person.
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The basic rule is, one person must be accountable
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for each deliverable.
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However, this is not needed if several people work
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on several pieces of the deliverable
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as part of one functional team where a single lead
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represents them all at the project level.
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In this case, you can keep the deliverable as one output
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with one representative at the project level
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and that team can then create their own WBS
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internally at their level for the deliverable.
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They may have their own precedence diagram
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for the deliverable as well.
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The project management process can nest
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to as many levels as needed.
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Here's an example, if a conference plan has three sections
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each led by different people,
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then you should break up the plan
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into different deliverables
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that can be managed individually.
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You will likely find out
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when preparing the precedence diagram,
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that they also have different inputs and outputs
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and are done at different times.
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So, separate identification will be needed then as well.
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Second reason for breaking down a deliverable,
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breaking out waiting time.
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Deliverables that contain waiting time
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for an external reason or event
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should break the waiting time out
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into a separate deliverable.
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For example, for approvals, procurement time,
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delivery time, paint drying, et cetera.
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The waiting deliverable has time,
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but usually no resources or cost.
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Separate the deliverable into one
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for what comes before the waiting time,
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one deliverable for the waiting time itself,
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and one for what comes after the waiting time.
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Then it's much easier to plan and manage
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and it highlights the waiting time on the precedence diagram
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and Gantt chart so it does not get lost
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inside a project deliverable.
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Usually there is nothing you on the project
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can do about this delay,
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so you want it to be separate and very visible.
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Here are some examples,
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breaking out waiting time for a facilities approval,
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procurement cycle and waiting for paint to dry
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shown as they will be flowcharted later
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on the precedence diagram.
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This highlights the delays as separate events
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outside the project's control.
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Another reason to break down a deliverable
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is when it has interim deliveries.
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Often a deliverable cannot be completed
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until later in a project, but can be started earlier.
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In this case, it can be very useful
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to break it into two parts,
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with the earlier part starting as soon as possible
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and the final part completing
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when all the required input is available.
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This enables clearer presentation
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of the logic in the precedence diagram
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and it results in a faster schedule
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by starting some of the work as early as possible.
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For example, it's often the case that user documentation
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can be started as soon as a product design is ready
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but only finished when the full build is complete.
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Therefore, as shown in this example,
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you can break the product deliverable up
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into separate design and build components
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and start the user documentation as soon the design is ready
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and finish it when the build is complete.
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This results in a more accurate breakout of the project work
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in the work breakdown structure,
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a clearer structure in the precedence diagram
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and a faster schedule in the Gantt chart.
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This kind of thing often becomes apparent
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only when creating the precedence diagram.
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So, keep the trick in mind during that stage,
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whenever you notice something can start earlier
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but not be finished until later.
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The fourth reason to break down deliverables is by duration,
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but you don't actually put these pieces on the WBS.
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The project management best practice is
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that any deliverable longer than two weeks
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must be decomposed into pieces called "work packages"
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of maximum two weeks duration to facilitate later tracking.
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These don't go on the WBS but do go on the Gantt chart,
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so every month when you status a long deliverable
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you can tell how it's doing based on the progress
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of the individual work packages.
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This avoids the "everything is going great" answer
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from your leads on longer deliverables
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until the very end when it's too late to react
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because you will have internal checkpoints
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to accurately determine status as you go along.
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For example, let's say preparation of a document
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will take more than two weeks.
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Then, based on the owner's activity breakdown,
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see the later estimating section,
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the deliverable could be divided
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into the following smaller, more manageable work packages
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that can be individually tracked
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to obtain accurate status later,
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thereby ensuring you have early warning
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if there are any schedule problems.
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Now when you status the deliverable progress
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once the project is underway,
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if any of these work packages are late
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then you will know the overall schedule
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has challenges right away
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and won't be blindsided by learning it only at the very end.
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What you do about a schedule slip
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is a completely different question.
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The first priority is to know as soon as possible.
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