Appendix J
Service Industry Outsourcing Work Breakdown Structure (WBS) Example
Service Industry Outsourcing Project WBS
The unique aspect of this WBS is its inclusion of an RFP (Request for Proposal) process. This WBS is generic and could be made more specific for use in a particular project. It therefore serves as a WBS template. Not all branches of the WBS are decomposed to the same level of detail. For example Project Management (1.7) is not decomposed at all.
1 WBS for Outsourcing Project
1.1. Needs Analysis
1.1.1 Needs Analysis
1.1.1.1 Feasibility Study
1.1.1.2 Historical Information
1.1.2 Definition and Baseline Requirements
1.1.2.1 Project Approach Strategy
1.1.2.2 High-Level Project Plan
1.1.2.3 Cost Estimates
1.1.2.4 Scope Statement
1.1.3 Specifications
1.1.4 High-Level Statement of Work
1.2 Market Analysis
1.2.1 Internal Capability Plus Cost
1.2.2 Qualified Vendors
1.2.3 RFI (Information)
1.2.4 RFI Submissions
1.2.5 Decision Analysis (Includes Make/Buy)
1.3 Request for Proposal (RFP)
1.3.1 RFP Development
1.3.1.1 Solution Criteria
1.3.1.2 Background and General Scope of Work
1.3.1.3 Priorities/Requirements
1.3.1.4 Type of Solution Sought
1.3.1.5 Maintenance and Support; Warranty; Training
1.3.2 Acceptance Requirements
1.3.3 Schedule
1.3.4 Budget
1.3.5 RFP Package
1.3.5.1 Instructions for Preparation/Delivery of Submissions
1.3.5.2 Evaluation Criteria
1.3.5.3 Site Inspection Requirements
1.3.5.4 Withdrawal or Modifications of Proposals
1.3.5.5 Responsibility for Proposal Costs
1.4 Solicitation
1.4.1 RFP Issuance
1.4.2 Bids
1.4.3 Bidder Conference
1.4.4 RFP submissions/Receipt
1.4.5 Response Evaluation
1.4.6 Vendor Criteria Matrix
1.4.7 Scorecard
1.4.8 Vendor Qualification
1.4.8.1 Prior Experience
1.4.8.2 Available Vendor Resources/Available Time
1.4.8.3 Quality references
1.4.9 Vendor Award
1.4.9.1 Management Approvals
1.4.9.2 Legal Review and Approvals
1.4.10 Letter of Intent (LOI)
1.5 Contract
1.5.1 Master Agreement
1.5.1.1 Contract Negotiation
1.5.1.2 Finalized Terms and Conditions (Use Boiler Plate)
1.5.1.3 Finalized Scope/Schedule/Cost
1.5.2 Contract Orders/Task Orders/CSOWs
1.5.2.1 Specific Deliverables
1.5.2.2 Identified Resources
1.5.2.3 Defined SLAs
1.5.2.4 Defined Acceptance Criteria
1.5.2.5 Defined Performance Measures
1.5.2.6 Issued PO/Task Order
1.5.3 Executed Agreement/Signed Contract
1.6 Task Order/Contract Order SOW
1.7 Project Management
Note: PMI Project Management Standards Open Working Session volunteers at PMI's ’99 Seminars & Symposium originally created this WBS example. It has been subsequently been updated as part of the development of this release of the Practice Standard.
This WBS example is illustrative only and is intended to provide guidance to the reader. No claim of completeness is made—for any specific project, the example may be complete or incomplete. All examples reflect the quality principles expressed in this Practice Standard. As expressed in the PMBOK® Guide—Third Edition “the project management team is responsible for determining what is appropriate for any given project” (Project Management Institute 2004).