WBS Example: Consulting Planning


Quick Summary
Screenshot This WBS and early schedule (in MS Project format) includes a work breakdown, general scheduling and dependencies, and preliminary resource allocation for planning a new consulting engagement.


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What this is

This Microsoft Project schedule for planning a consulting engagement includes a work breakdown, general scheduling and dependencies, and preliminary resource allocation. The WBS runs from lead generation to contract close-out.


Why it's useful

If you're beginning work on a new client engagement, or if you're considering hiring an outside consultant to bridge over needed skills or resources on a project, this consulting planning WBS will be interesting. True to the "everything is a project" mold, this work breakdown outlines the high-level work required to ensure that a new contract covers all the necessary work, that all appropriate approvals are managed, and that the final engagement is thoroughly planned before work begins. Reviewing an example schedule can help you get a head start on your planning activities and make sure you don't overlook important factors that can make the difference between success and failure.

The example in this file won't be an appropriate WBS for every consulting engagement, of course, but it provides a solid baseline for comparison. It's also a good illustration of breaking down the project to the project manager's level of control. (Some of the activities might be projects in their own right for a larger engagement, but it rarely makes sense for a project manager to break things down to that micro-level in a WBS.)


How to use it

Use your favorite unzip software to extract the Microsoft Project schedule file and save it to your hard drive. Review its WBS structure, resource allocation, estimates, etc. for ideas for your own seminar event's work breakdown and scheduling. Edit it to create your own template if desired.

Note: You must have Microsoft Project installed in order to edit this file. If you don't have MS Project you can still view the file using one of the many MS Project viewers on the market. (Google on "Microsoft Project viewer" for scads of possibilities.) You may also want to look into Microsoft's 60-day free trial offer.


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