Work Breakdown Structure (WBS)

Transcription

1 Work Breakdown Structure (WBS)

2 Work Breakdown Structure A Product-Oriented Family Tree that Establishes the Framework for Correlating Program Planning, Scheduling, Cost Estimating, Budgeting, Contracting, Configuration Management, and Performance Reporting

3 Work Breakdown Structure Developed Early in the Conceptual Phases of the Program but no Later than the Proposal Phase Kept Current, Evolving with Changes in the Program Driven by Risk - the Higher the Risk, the Lower the Level Developed for any program regardless of size and complexity Links SOW, Schedule, and PMB for program management

4 Special Considerations Each hardware Element Includes all Effort Associated with; Hardware Design Software Procurement Manufacturing Unit Test Use Specific Terminology, Not Generic Terms Meaningful Product or Management Oriented Indentures Not Required to Go to Same Level in all Areas Recurring and Non-Recurring are Types of Cost Not WBS Levels Cost Accumulation/Cost Requirements Establish Cost History Customer Requirements; Levels, Breakouts, etc.

5 WBS Development Process Gather Data & Review Select Initial WBS Framework Expand WBS Develop RAM Review & Reconcile Obtain Approval

6 Review Documentation Gather and Review Data RFP RFQ CLINS SOW CDRLS Hardware/Software Def. Specifications Drawing Tree BOM IMP/IMS Major Interfaces Document Structures and Requirements Excel Workbook List Structures in Columns List Requirements in Columns List Reference Data in Columns Specifications Drawing Tree Etc. Analyze Relationships and Group Like Elements List Groupings in WBS Column

7 Review Documentation Statement of Work LXAA

8 Review Documentation 3.1 Program Management NGOS shall organize, coordinate and control all program activities to insure the correct and timely delivery of all materials and services specified in this contract. 3.8 Data Management 3.9 Configuration Management 4.1 Outboard Array Group NGOS shall provide two complete array groups, one per shipset. This hardware shall meet the requirements of the LXAA Performance Specification and CDP. The first array unit of shipset 1 will be delivered for full A/V testing at Lake Seneca and will be returned to NGOS after the test for refurbishment. 4.2 Outboard Cable Assembly NGOS shall design, qualify and deliver the outboard cable assemblies. Qualification testing shall be in accordance with the applicable sections in the PPD xxxxxxxxxxxx, Fiber Optic, Fiber Optic/Electrical Hybrid Hull Penetrator. NGOS will hold a critical design review of the cable assembly prior to cable build. 4.3 Installation & Checkout Spares NGOS shall recommend and provide pricing for installation & checkout spares for installation of the Outboard Array Group.

9 Review Documentation Contract Between Lockheed Martin Naval Electronics & Surveillance Systems Manassas, Va, U.S.A and Northrop Grumman (NOCS) Baltimore, Maryland U.S.A For the Delivery of LXAA Shipset 1&2 1. ACCEPTANCE 1.1 Factory Inspection and Test Factory inspection, test and acceptance for item 001 and 002 shall take place at the Seller's and/or Seller's subcontractors' facilities in the United States of America in accordance with the Seller's Factory Acceptance procedures. Factory acceptance of the line item 001shall be indicated by the Buyer's and Seller s signatures, as required under paragraph 3.2, on the Certificate of Factory Acceptance (Exhibit 2); all other items will be accepted by the Sellers Quality representative. For Line Items 001 and 002, following discussions with the Buyer, the Seller shall notify the Buyer in writing fifteen (15) days in advance of the scheduled inspection and test to allow the Buyer time to attend. In the event that Buyer informs Seller at least ten (10) days prior to the date of the scheduled inspection and test that Buyer is unable to attend, Buyer and Seller shall mutually agree on an acceptable alternate date for such inspection and test to be conducted within seven (7) days of the date originally set. In the event the Buyer does not attend by the end of the seven (7) day extension, the signing by the Seller of the Certificate of Factory Acceptance by an authorized representative of Seller's Quality Assurance Department shall constitute acceptance.

10 Group Like Elements LXAA Program WBS SOW Specifications Systems Engineering 4 Production Tasks 1. ACCEPTANCE Outboard Array Build Cable Assembly Factory Acceptance Test Program Management Program Manager Program Planning and Control 4.1 Outboard Array Group 4.2 Outboard Cable Assembly 4.4 Factory Acceptance Test 4.5 Test Reports 7 Program Management 7.2 Master Program Schedule 1.1 Factory Inspection and Test 7.4 SDRL Requirements

11 WBS Development Process RFP RFQ CLINS SOW CDRLS Hardware/Software Def. Specifications Drawing Tree BOM IMP/IMS Major Interfaces Gather Data & Review Select Initial WBS Framework Expand WBS Develop RAM Review & Reconcile Obtain Approval

12 Work Breakdown Structure Best Business Practice Standardized WBS Approach Enhances Life Cycle Traceability Assist in Parametric Estimating

13 WBS Templates Aircraft System - Platform/Subsystems Electronic/Automated Software System Development - One Level Below the LRU Level Production Missile System - Weapon System: Vehicle & Payload Ordnance Systems - Munitions & Firing/Launching Mechanism Ship Systems - Platform & Subsystems Space Systems - Platform & Subsystems Surface Vehicle Systems - Platform & Subsystems (Added detail available in Military handbook 881)

14 Standard WBS Templates Electronic/Automated Software Systems Development Work Breakdown Structure and Definitions A AA AAA AAAA AAAB AAAC AAAD AAAE AAAF AAAG AAAGA AAAGB AAAGC AAAGD AAAGE AAAGF AAAH AAAHA AAAHB AAAHC AAAHD AAAHE AAAHF Electronic/Automated Software System Prime Mission Product (PMP) Major Assy 1 - Specify Product/LRU/Config item (CI) etc (Item 1) - Design/Development of Hardware (Item 1) - Hardware (Item 1) - Applications Software (Item 1) - Subsystem Software (Item 1) -Integration, Assy, Test & Checkout (Item 1) - Product Follow Subassembly 1 - Specify Product/SRU/CI, etc (Sub Item 1) - Design/Development of Hardware (Sub Item 1) - Hardware (Sub Item 1) - Applications Software (Sub Item 1) - Subsystem Software (Sub Item 1) -Integration, Assy, Test & Checkout (Sub Item 1) - Product Follow Subassembly 2 - Specify Product/SRU/CI, etc (Sub Item 2) - Design/Development of Hardware (Sub Item 2) - Hardware (Sub Item 2) - Applications Software (Sub Item 2) - Subsystem Software (Sub Item 2) -Integration, Assy, Test & Checkout (Sub Item 2) - Product Follow

15 WBS Development Process RFP RFQ CLINS SOW CDRLS Hardware/Software Def. Specifications Drawing Tree BOM IMP/IMS Major Interfaces Templates Gather Data & Review Select Initial WBS Framework Expand WBS Develop RAM Review & Reconcile Obtain Approval

16 Expand WBS Define Line Items Level 1 Level 2 Level 3... Using Grouping of Like Elements Excel Worksheet Define WBS Work Downward - Level by Level, Section by Section Define Prime Mission Hardware Based on Hardware Family Tree Define All Other Breakouts Based on Logical Groupings of Like Activities Eliminate Non-Applicable Template Elements Ensure All Contract Effort is Accounted for Key Consideration: Level of Detail - How Far Down?

17 Level of Detail Required Factor Least Levels of Detail Most Risk: Technical Cost Schedule Low Risk High Risk Historical New Product Parametric Estimating Size of Program: $ # of Tasks Management Visibility Requirement One of a Kind Product Small More Experienced Staff Built Product Before Follow-on Business Large Less Experienced Staff Never Built Product Before

18 LWWAA Program HF Sail Array LXAA LWWAA consists consists of : of: Six array units Eight acoustic modules per array unit - Fifty-six elements per acoustic module Two AN/WLY-1 ROC Sensors per array unit - One high and one low frequency sensor HF Chin Array AN/WLY-1 LF ROC Sensor AN/WLY-1 HF ROC Sensor Corner #1 Transition (2) One of 8 Fiber Optic Acoustic Modules Center Transition (4) Short Faring Assembly (w/ 4 VIMs) Corner #2 Transition (2) Cable Covers (2) Toe Piece Long Fairing Assembly (w/ 7 VIMs)

19 WBS - Example Occasionally the customer will dictate the WBS Structure to be used on a program: WBS WBS Description 92G110 or Program Management However, this WBS Structure doesn t fit within the accounting system of your company: AA Program Management The solution is simple with most software, you can create a primary WBS field and link it to a alias field for reporting to the customer: 92G110 Links to AA Program Management

20 WBS A AA AB AC AD AE AF AG B D S T WBS - Reporting Level Description LXAA Program Program Management Data Management Business Management Systems Engineering Technical Support Configuration Control Shipyard Installation Support Cable Assembly Outboard Array Build Test & Evaluation ILS Support Alias 92G100 92G110 92G120 92G200 92G211 92G231 92G300 92G340 92G343 92G610 92G700

21 WBS - Managing Level DA or 92G343 - Port Forward Array Assembly (SS#1) AN/WLY-1 LF ROC Sensor AN/WLY-1 HF ROC Sensor Corner #1 Transition (2) One of 8 Fiber Optic Acoustic Modules Center Transition (4) Short Fairing Assembly (w/ 4 VIMs) Corner #2 Transition (2) Cable Covers (2) Toe Piece Long Fairing Assembly (w/ 7 VIMs)

22 WBS - Managing Level A LXAA AA Program Management 92G100 AAA Program Manager AAAA Production Readiness Review AAB Operations Support (OPM) AAC Technical Publications AB Data Management ABA Data Manager 92G110 AC Business Management 92G120 ACA Business Manager ACB PP&C ACC Financial Reporting ACD Contracts AD Systems Engineering 92G211 AE Technical Support 92G211 AF Configuration Control 92G231 AG Shipyard Installation Support 92G300 B Cable Assembly BA Cable Assembly SS#1 92G340 BB Cable Assembly SS#2 BCX Raw Cable BDX Connectors D Port Forward Array Assembly (SS#1) DA Array Assembly 92G343 DB Short Fairing Assembly 92G343 DC Long Fairing Assembly 92G343 DD Painting/Coating 92G343 DE Test & Evaluation 92G343 E Stbd Forward Array Assembly (SS#1) EA-EE Same as DA-DE 92G343 F Port Mid Array Assembly (SS#1) EA-EE Same as DA-DE 92G343 G Stbd Mid Array Assembly (SS#1) EA-EE Same as DA-DE 92G343 H Port Aft Array Assembly (SS#1) EA-EE Same as DA-DE 92G343 J Stbd Aft Array Assembly (SS#1) EA-EE Same as DA-DE 92G343 S ILS Spares SA Ship Set #1 92G700 SB Ship Set #2 92G700

23 Develop WBS Index Define Line Items Level 1 Level 2 Level 3... Develop WBS Index Add WBS Structure to Grouping of Like Elements Worksheet Matrix That Relates all Contract Elements and Requirements

24 Develop WBS Dictionary Define Line Items Level 1 Level 2 Level 3... Develop WBS Index Add WBS Structure to Grouping of Like Elements Worksheet Matrix That Relates all Contract Elements and Requirements Develop WBS Dictionary Listing that Summarizes Specific Activities Included in Each WBS Line Item

25 WBS Dictionary D Port Forward Array Assembly DE Test & Evaluation DEA Factory Acceptance Test DEB Installation & Checkout Northrop Grumman will conduct Factory Acceptance Tests (FATs) in its facilities on the equipment it provides. The LXAA PMO, at its option and expense, may witness any of the FAT s. Northrop Grumman shall provide knowledgeable personnel to install, Test, and adjust the LXAA equipment supplied by Northrop Grumman. Northrop Grumman field personnel, consisting of engineers and Expert technicians will receive, unpack, inventory, install, inspect, checkout, and integrate the LXAA Array Assembly. All tools, safety equipment, test equipment, and material handling equipment required for this work will be provided by Northrop Grumman on a temporary import basis. The installation will be performed according to all drawings and standard workmanship practices.

26 WBS Development Process RFP RFQ CLINS SOW CDRLS Hardware/Software Def. Specifications Drawing Tree BOM IMP/IMS Major Interfaces Templates Define levels WBS Index WBS Dictionary Gather Data & Review Select Initial WBS Framework Expand WBS Develop RAM Review & Reconcile Obtain Approval

27 Responsibility Assignment Matrix (RAM) Organization Breakdown Structure Work Breakdown Structure Correlates the Program Management Organization Structure with the WBS x x x x x x x x x Purpose: To Identify/Assign Responsibility for Every Program Element of Work Points Where WBS and OBS Intersect are Control Accounts

28 Organization Breakdown Structure (OBS) LXAA Program Program Management Assembly Facilities Construction Spares Site Accept Testing Training Program Mgr Data Mgr PP&C Financial Reporting Contracts System Eng Mfg Engr. Subcontracts Manufacturing Facilities Eng Arch & Eng Sub Subcontracts Field Engineers Logistics Eng Subcontracts Manufacturing System Eng Field Eng Instructors Tech Data Identifies the Way the People Who Will Accomplish the Work Have Been Organized Developed to the Level of Responsibility/Accountability Technical/Cost/Schedule WSA Level

29 The Control Account Definition: The Point at Which the Lowest Level of the WBS and the Lowest Level of the Organization Intersect Level at Which All Elements of Work are Managed & Technical, Cost, Schedule Performance, and Quality are Measured

30 Responsibility Assignment Matrix (RAM) W BS PROGRAM Program M gt A ssem bly Facilities C onstruct Spares Site T ID REQUIREMENTS J.Sm ith T.W oods B.Peters C.Rogers R.H A LXAA AA Program M anagem ent X AAA Program M anager X AAAA Production Readiness R eview X X AC Business M anangem ent X ACA Business M anager X D P ort Forw ard A rray A ssy X D A A rra y A ssem bly X D B Short Fairing A ssem bly X D C Long Fairing A ssem bly X DD Painting/Coating X X D E Test & E valuation X S ILS S pares X SA Ship Set #1 X SB Ship Set #2 X

31 WBS Development Process RFP - RFQ - CLINS - SOW CDRLS - MP/IMS - Major Interfaces Hardware/Software Def. Specifications Drawing Tree BOM Templates Define levels WBS Index WBS Dictionary Gather Data & Review Select Initial WBS Framework Expand WBS WBS Organization Control Account Develop RAM Review & Reconcile Obtain Approval

32 Reviews and Reconcile WBS Compare WBS, WBS Index, WBS Dictionary and RAM Ensure that All Elements of Work Have Been Accounted For Responsibility Each Element of Work has Been Assigned - Control Account Review with Program Manger and Control Account Managers for Concurrence Identify Errors, Omissions and Changes Determine Recognition of Responsibility

33 WBS Development Process RFP - RFQ - CLINS - SOW CDRLS - MP/IMS - Major Interfaces Hardware/Software Def. Specifications Drawing Tree BOM Templates Define levels WBS Index WBS Dictionary Gather Data & Review Select Initial WBS Framework Expand WBS WBS Organization Control Account Completeness Responsibility Develop RAM Review & Reconcile Obtain Approval

34 WBS Approval Conduct a Final Review Meeting to Approve the WBS After Incorporating all Modifications Identified During Lower Level Reviews Approval Signatures: Proposal/Program Manager Business Manager Issue WBS, WBS Index, WBS Dictionary and RAM to Program Staff

35 WBS Development Process RFP - RFQ - CLINS - SOW CDRLS - MP/IMS - Major Interfaces Hardware/Software Def. Specifications Drawing Tree BOM Templates Define levels WBS Index WBS Dictionary Gather Data & Review Select Initial WBS Framework Expand WBS WBS Organization Control Account Completeness Responsibility Prog/Proposal Manager Business Manager Develop RAM Review & Reconcile Obtain Approval

36 WBS Links All Elements of the Program Product History A LXAA AA Program Management 92G100 AAA Program Manager AAAA Production Readiness Review AAB Operations Support (OPM) AAC Technical Publications D DA DB DC DD DE WBS Port Forward Array Assembly (SS#1) Array Assembly Short Fairing Assembly Long Fairing Assembly Painting/Coating Test & Evaluation 92G343 92G343 92G343 92G343 92G343 Personnel Performance Long Fairing Assembly 92G343 DC BID 2000 Cost 1850 Period of Performance 2 yr Long Fairing Assembly 92G343 DC BCWS ACWP BCWP CV SV

37 Summary WBS Should: Organize project information in a logical format It should be developed in the initial planning stages of the project The purpose and use will: Improve communications Aid in collecting data Aid in storing historical information in an easy to retrieve and understand format