MGR - WBS Template ProjectManager AGILE

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Project Name Compliance Data Collector

Project Manager Manuel Guerrero Rangel


Date 8/20/2022
Version 1
WORK BREAKDOWN STRUCTURE TEMPLATE - TASKS
Task
Task No. Task Description Dependency
Owner
1 Initiation Phase
1.1 Government data request details US POC Gov

1.2 Data to pre load HR POC Corp HR

2 Planning Phase
2.1 Define dates to collect information requested Unit MNGR Unit Corp
2.1.1 Share the with unit managers HR POC Corp HR
2.1.2 Send communication email
2.1.3 Subtask
2.2 Task
2.2.1 Subtask
2.2.2 Subtask
2.2.3 Subtask
3 Execution Phase
3.1 Access Web app IT POC Corp IT
3.1.1 Subtask
3.1.2 Subtask
3.1.3 Subtask
4 Control Phase
4.1 Task
4.1.1 Subtask
4.1.2 Subtask
4.1.3 Subtask
5 Close Phase
5.1 Task
5.1.1 Subtask
5.1.2 Subtask
5.1.3 Subtask
Task
Resources Needed Cost
Status

List of data required to collect Complete $0

Data to store in database for pre-load In Progress $0

Define the dates that the user must capture the informaton requested In Progress

Send proper email to all the corp informing that the dates

Make accesible Web app to all users


Start Estimated
Finish Date
Date Completion

1/9/2022 1/9/2022 1/9/2022

2/9/2022 7/9/2022
Notes
WBS TREE Diagram

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How to Use Our WBS Template
The following is a breakdown of the terms and sections in the task list and WBS
template.
Task No.: This is a numerical listing of the deliverable, which is further distinguished as you drill
down deeper from task to subtask by decimal points to make sure you know exactly where in the
process you are.
Task Description: This section details what the deliverable is and also goes into the task and the
subtasks necessary to complete it.
Task Owner: Every deliverable, task and subtask needs an owner to make sure the work is
getting done, and that person is noted in this column.
Dependency: Some tasks cannot be started until the task before them has been completed,
which means it’s dependent on that task and they should be linked. This is the space where you
can note task dependencies.
Resources Needed: Whatever the task needs in terms of people, equipment, materials, etc., is
listed here.
Task Status: This is where you can track the status of a specific task or subtask. The dropdown
menu gives you the option of marking the task as unassigned, assigned, in progress, late or
complete.
Cost: Note the financial commitment needed to get the deliverable done.
Start Date: When did work on the deliverable begin? Mark it here.
Estimated Completion: The estimated amount of time allotted for the completion of the
deliverable should be noted here.
Finish Date: When the deliverable is done, note the end date here.

Using the Tree Diagram

On the second sheet there is a tree chart to visualize the work breakdown structure, from the
highest level at the top to the lowest level at the bottom, where the bottom is more specific and the
top more general. You don’t have to add all the extra data you filled into the previous sheet, just the
deliverable, task and how every many subtasks are needed to get the work done.

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