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Work Breakdown Structure and Scope Statement

Kristie Lin

Colorado State University Global

PJM 500 Module 3 Critical Thinking

Dr. Melinda Hollingshed

2/28/21

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Work Breakdown Structure and Scope Statement

The scope statement and work breakdown structure are crucial components when

developing a project. Both the scope statement and work breakdown structure aim to outline the

entire project. The scope statement conveys what work needs to be accomplished and any

objectives that need to be achieved, whereas the work breakdown structure provides all of the

activities that must be carried out in order for the project to be completed. Nonetheless, a

combination of the scope statement and work breakdown structure can be utilized as the project

plan.

Scope Statement

The scope statement is typically developed by the project manager. In this statement, the

project manager provides the blueprint for the entire project. Part of the blueprint would include

but is not limited to these seven components, justification, scope description, business objectives,

project deliverables, project exclusions, constraints, and assumptions (Landau, 2019). When

developing the scope statement, the project manager could use several techniques to help define

the project scope. A common technique is through an interview process in which the project

manager interviews several people from managerial positions, such as the head of each

department in the hospital. From those interviews, the project manager can gather exactly what

details should be included in the scope statement.

Justification

For the justification component of the scope statement, the project manager must provide

rationalization on why the project should exist. By laying out why the project was initiated, it

gives the project a general direction that emphasizes on the benefits for the stakeholders and

investors (Duggan, n.d.). This is also where the project manager should identify the needs or

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goals of the organization, and how the project will help the organization meet that need or

achieve that goal (Landau, 2019). Examples of possible reasons to justify the project could

include a competitor that came out with a new product that currently has no competition in the

market, or through surveys, patients have started asking for new services (Landau, 2019).

Scope Description

The next component would be the scope description. Included in the scope description is

what is within the scope, as well as, what is outside of the scope (Landau, 2019). By doing so,

this provides the boundaries for the project (Landau, 2019). The scope description also helps

manage the stakeholders’ expectations so that there is smaller risk or chance of under-delivering.

Business Objectives

Within the project scope statement also includes the business objectives. These business

objectives should be goals that the organization hopes to achieve with the completion of the

project (Landau, 2019). Examples of business objectives could include any product launch goal

dates, increasing patient satisfaction, or increasing first-time patients (Landau, 2019).

Project Deliverables

The fourth component that should be included in the scope statement is the project

deliverables. The project deliverables list out what results the project team members need to

deliver in order to meet the business objectives (Landau, 2019). Project deliverables can be

tangible or intangible. Some tangible deliverables could include the product or service itself, an

increase in revenue, or increase in patient flow. Intangible deliverables can include an increase in

patient satisfaction, increase in employee productivity, or increase in employee knowledge.

Project Exclusions

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With larger projects, it is harder to comprehend whether or not some items or activities

should be included in the specific project (Roseke, 2020). This is where listing out project

exclusions play a role. By providing the project exclusions, it is made clear to all stakeholders

what is not included in the project. An example of project exclusion would be an application

update that is arranged to be executed with a later project. So it is deliberately excluded from this

specific project.

Constraints

Constraints of the project should also be included in the scope statement. Common

constraints of the project include time, money, and scope (Landau, 2019). With that said, there

can be other constraints such as resources, risks, organization, patients, and methods (Landau,

2019). By figuring out these constraints before the project actually starts production, the project

management team can try to resolve these constraints before they occur (Landau, 2019). Being

proactive and having solutions before these constraints appear will help the project run more

smoothly.

Assumptions

Any risks, dependencies, and assumptions should be listed to conclude the project scope

statement (Duggan, n.d.). Listing out assumptions such as, a certain team will receive training for

the new product or service by x amount of time, will help stakeholders comprehend what

primary resources are needed to complete the project (Landau, 2019). Simultaneously, listing out

assumptions can also help identify any risks or factors that could jeopardize the completion of

the project (Landau, 2019).

Work Breakdown Structure

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Work breakdown structure (WBS) basically deconstructs the project. The purpose of a

work breakdown structure is to identify all of the activities and events that need to be fulfilled in

order for the project to be successfully completed (Brotherton et al., 2008). There are several

techniques to create a work breakdown structure, and one of the most common techniques is the

top-down approach. With the top-down approach, activities are divided into more minor tasks.

Each one of these minor tasks must be completed in order for the project to conclude. As stated

before, depending on the type of project the work breakdown structure can be utilized as the

project plan. Just by developing the WBS, there is already a blueprint for the project that can be

further developed into a project plan (Brotherton et al., 2008).

Conclusion

Again, both the scope statement and work breakdown structure are crucial components

when trying to implement any project. Planning out and developing the blueprint to the project

will allow project managers to be proactive and identify any possible issues that may arise.

Knowing the issue beforehand and having a resolution for the issue will help make the project

run more smoothly and can prevent the failure of the project. These two components are also

important to convey to all stakeholders so that they know what to expect and when to expect it.

This keeps everyone’s expectations realistic and prevents unnecessary frustration or conflict.

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References

Brotherton, S. A., Fried, R. T., & Norman, E. S. (2008). Applying the work breakdown structure

to the project management lifecycle. Newtown Square, PA: Project Management

Institute.

Duggan, T. (n.d.). ​ Components of project scope statement ​. Chron.

https://smallbusiness.chron.com/impact-statement-44106.html

Landau, P. (2019). ​Project scope statement: Include these 7 things ​. Project Manager.

https://www.projectmanager.com/blog/project-scope-statement

Roseke, B. (2020). ​How to write a project scope statement. ​ Project Engineer.

https://www.projectengineer.net/how-to-write-a-project-scope-statement/

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