Work Break Down Structure

Project Objective:

Identify, purchase and integrate a cost-tracking system for a law firm within 3 months at a cost not to exceed $xxx

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–        Purchase of software for cost tracking

–        Integration of the software with their accounting software

–        Employee training for uploading receipts and eliminating individual spreadsheets entries

–        Employee spending and tracking reports ability to be accessed by management

–        Increase in cash return based on proper collection of invested funds per client



  1. Presentation of software options to management – November 1
  2. Sign the contract and purchase the software – November 15
  3. Training employees in usage of the new system – December 1
  4. Inputting all the clients into the system and transferring their current costs – December 31
  5. Open access to cost-tracking system by employees – January 2
  6. Project closure with complete integration of the cost-tracking with accounting and legal software – January 31


Technical Requirments

Technical requirements for the cost tracking systems for the law firm would entail the use of legal software such as:

  •                 Law firm practice management software
  •                 Billing and accounting software
  •                 Internal communication software
  •                 Phone systems software for the law firm

.          Data base

All the software is advantageous because of the following functionalities associated with it:

  •                 Overseeing the various law aspect practices in a singular location
  •                 Keeping client data and any crucial documents protected from any form of ransomware or security threats
  •                 Automating workflows to save time in the entire law practices
  •                 Accessing all relevant data associated with particular clients, staff  members, or legal members from any place
  •                 Inviting clients to view anything related to their cases at any given location


Limits and Exclusions 

  • Lack of key reports outside of accounting
  • Lack of direct professional support
  • No industry and business-specific features such as e-commerce.
  • File size limitations on some transactions
  • Backing-up data is the sole responsibility of the business and its I.T. professionals.
  • The business is responsible for the proper operation of current legal and accounting software
  • The business is responsible for organizing employees to become available for training sessions
  • Monthly costs for software usage will be independent of the provided budget





Purpose: Students will learn to construct a Work Breakdown Structure (WBS) for their project.

Please build a WBS in graph or outline form. A reasonable-sized project will have 20 to 30 items or more including both summary tasks and work packages (individual tasks).

As a reminder, each task should be a measurable unit of work upon which you will monitor progress and later build cost and schedule estimates. Tasks usually fit the following criteria:

  1. The task must have a definite start date and finish date.
    2.The task must have a tangible, measurable outcome that can be assessed.
    3. You must be able to eventually assign resources and costs to the task.
    Note: You will not record dates and costs at this time; that will occur in a later step of the PM process.

Remember… every deliverable of the project should have a task associated with it. You should do a task oriented WBS, where each task should consist of a verb and at least one noun; for example, “Dig post holes”. Tasks should be broken down to where responsibility can clearly be assigned.

Summary tasks, tasks grouped together, should be meaningful to all readers of the document.


Sample Answer


  1. Purchasing and integrating a cost-tracking system
    • Project start-up
      • Evaluation and recommendations of the system
      • Creating a system charter
      • System charter submission
      • System charter review
      • Approval of system charter
    • System Development planning
      • Creating a system scope
      • Selecting system development team
      • System development kickoff
      • Developing the system charter
      • Submitting system charter
      • Approval of system charter
    • System execution
      • Project team meeting
      • Assessing user requirements
      • Designing system
      • Purchasing system hardware and software
      • Installing the system
      • System piloting
      • System installation
      • Training users
      • System usage
    • System control
      • Creating a system management strategy
      • Project team meetings
      • System risk assessment
      • Updating system plan
    • Project Closeout
      • System purchase audit
      • Documenting system review
      • Updating system record’s
      • System acceptance

System document

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