Post on 08-Jul-2020
The WBS – Getting Your Customer to Commit
Project Management Webinar
All participants will be on mute.
Questions are welcome.
Use the question box to ask questions.
PM training is valid for 1 PDU
Must be in attendance
PDU certificate sent by the end of the day
© 2015 Core Performance Concepts Inc.
Things to Know…
Denise Rodriguez
Project Insight
Marketing
Denise.Rodriguez@projectinsight.com
www.projectinsight.net
© 2015 Core Performance Concepts Inc.
Moderator
Diane C. Buckley-Altwies, MBA, PMP
CEO, Core Performance Concepts Inc.
Training in project management,
PMP® and CAPM® certification, leadership,
business analysis, agile and six sigma
daltwies@cpconcepts.net
www.coreperformanceconcepts.com
PMP® and CAPM® are registered trademarks of the Project Management Institute
© 2015 Core Performance Concepts Inc.
Presenter
Wayne Weisman
Senior Director, IT - Engineering Services at
Alliance HealthCare Services
wweisman@alliancehealthcareservices-us.com
© 2015 Core Performance Concepts Inc.
Presenter
© 2015 Core Performance Concepts Inc.
New Format
2nd Wednesday of the Month- Review new skill or concept
4nd Wednesday of the Month- Review real submission from the
audience
- More Q&A time
- More Panel Discussions
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Do you ever...
© 2015 Core Performance Concepts Inc.
WBS
Work Breakdown Structure (WBS)nounA hierarchical decomposition of the total scope of work to be carried out by the project team to accomplish the project objectives and create the required deliverables.
PMBOK ® Guide 5th Edition
© 2015 Core Performance Concepts Inc.
Purpose of WBS
Facility Remodel
& Move
A. Feasibility
Analysis
A1
Study feasibility
B. Design
B1
Obtain regulatory
approvals
B2
Design remodeling
B3
Specify furniture
& equipment
B4
Select contractors
C. Build
C1
Remodel
C2
Install furniture &
equipment
D. Move
D1
Pack & move
D2
Unpack
• Deliverables
• Cost by Deliverable
© 2015 Core Performance Concepts Inc.
So why does he show up?
A. Customer Confusion
B. Internal Management Support
C. Unstructured Project Team
D. Unrealistic Sales Team
© 2015 Core Performance Concepts Inc.
Let’s Start From the Beginning…
Do you have a documented charter?
Does your customer have a clear understanding of what
they want?
If so, use the WBS as a trust builder
If not, use the WBS effort to bring clarity
Do you have clear objectives for the project that ALL your
deliverables are linked to?
© 2015 Core Performance Concepts Inc.
Customer Fears
• Fear of commitment misperception
– If they don’t commit they…
• Can add things later
• Don’t have to think of everything now
– And if they DO commit they…
• Are accountable for the outcome
© 2015 Core Performance Concepts Inc.
WBS WIFM for the Customer
• WBS can visually demonstrate the complexity of the project
• Defines what is or isn’t in the project
• WBS should be build to align with what deliverables need to
be measured
• WBS can be used to hold people accountable
• Gives you an idea of what is really involved (time and cost)
© 2015 Core Performance Concepts Inc.
WBS to Performance
• The WBS provides
– Insight into what is completed
– Allows for objective % complete
© 2015 Core Performance Concepts Inc.
Strategies for Getting Sign-off
• By putting a WBS together with your customer, it demonstrates
– You have a grasp of the scope
– You understand the specific deliverables needed, not just the tasks
– You can show deliverables that the customer may not be thinking of, like PM deliverables
• Review the charter along with it for those things that are not included
• Spell out the change control process
© 2015 Core Performance Concepts Inc.
Types of Customers
• Cooperative
• Detached
• Unrealistic
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What really happens?
• Market changes for the customer
• Priorities change for the customer
• They realized they made a mistake
• People doing requirements gathering
didn’t understand the vision
• What else?
© 2015 Core Performance Concepts Inc.
Manage Scope During Execution
• Clear understanding of project objectives
• Gain agreement on Charter
• Gain agreement on MAJOR Deliverables
• Show progress on MAJOR Deliverables
• Remember the HOW can change
• Keep in mind how each deliverable contributes to
the objectives
© 2015 Core Performance Concepts Inc.
• The WBS is a tool to help communicate
understanding
• If everyone is on the same page with
understanding, why does Scope Creep
show up?
• What can you do to avoid that little guy?
Review
© 2015 Core Performance Concepts Inc.
At Work Humor…
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At Work Humor…
© 2015 Core Performance Concepts Inc.
It’s YOUR turn!
Answer this: “I struggle using a
true WBS because… “
Submit your answers and tough
questions: wbs@cpconcepts.net
Register for Part II:Getting Your Customer to Commit
June 24th at 8am PT
© 2015 Core Performance Concepts Inc.
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