Project Planning Techniques

PROJECT
PLANNING
TECHNIQUES
EXAMPLES:
Branch Network
Project
Parviz F. Rad
Vittal Anantatmula
SECTION IV – RESOURCE BREAKDOWN STRUCTURE
Division Basis
The basis for division at the primary level was according to the generally accepted practice of identifying 1)
People, 2) Tools, Machinery, 3) Materials and Installed Equipment, 4) Fees, Licenses, and 5) Outside
Resources.
The human resources category, 1.0 People, was divided by Administrative Unit. While similar titles of
employees are repeated in many units, each requires significantly different skill sets as they relate to their
functional areas.
2.0 Tools and Machinery was divided based upon computer and office equipment required for the
performance of the team members on their project tasks and will be removed at the project’s end.
No further division of the 3.0 Materials and Installed Equipment was deemed necessary as there were no
delineating characteristics for these items that are incorporated in the project’s deliverables. Such was the
case with 4.0 Fees, Licenses and 5.0 Outside Resources as well.
Note: Consultant is referenced under 5.0 Outside Resources as for the project environment calls for
expertise that resides outside of the organization but is a resource that is planned, managed, and estimated by
the project manager despite its residency in an external organization. Consultant does not refer to a
contractor who may be hired to perform a task but to one whose resources are only purchased but not managed.
Supply limitations for each of the resources are indicated and are not restricted to any further degree for
Branch Administration.
All dollar amounts are in United States currency and are rounded to the nearest whole dollar. Costs are
effective as of May 31, 2002, for the region of Western Massachusetts and include overhead.
Resource Breakdown Structure
Available to Branch Administration within its project environment are the following resources (Resource
Breakdown Structure) current as of May 31, 2002:
Bank – Branch Administration

Quantity
(Costs Include Overhead)
Available For
(Costs Effective as of May 31, 2002, for the region of Western Massachusetts) Units of Br. Adm. Cost/Price
Measure Project (Dollars)
1.0 Personnel
1.1 Executive
1.1.1 Director Hour 16 $ 177.00
1.1.2 Chairman of the Board Hour 1 $ 146.00
1.1.3 Chief Executive Officer Hour 1 $ 162.00
1.1.4 Executive Vice President Hour 2 $ 71.00
1.1.5 Executive Secretary Hour 2 $ 19.00
1.2 Branch Administration
1.2.1 Vice President Hour 1 $ 32.00
1.2.2 Assistant Vice President Hour 1 $ 22.00
1.2.3 Trainer Hour 1 $ 15.00
1.2.4 Administrative Assistant Hour 1 $ 12.00
1.2.5 Quality Control Clerk Hour 1 $ 13.00
1.3 Branch Network
1.3.1 Manager Hour 11 $ 19.00
1.3.2 Assistant Manager Hour 8 $ 16.00
1.3.3 Senior Financial Service Representative Hour 9 $ 14.00
1.3.4 Financial Service Representative Hour 5 $ 13.00
1.3.5 Head Teller Hour 11 $ 13.00
1.3.6 Assistant Head Teller Hour 3 $ 12.00
1.3.7 Teller Hour 7 $ 9.00
1.3.8 Receptionist Hour 3 $ 8.00
1.4 Accounting
1.4.1 Chief Financial Officer Hour 1 $ 72.00
1.4.3 Supervisor Hour 1 $ 19.00
1.4.4 Clerk Hour 5 $ 11.00
1.5 Marketing
1.5.1 Senior Vice President Hour 1 $ 45.00
1.5.2 Coordinator Hour 1 $ 19.00
1.5.3 Assistant Coordinator Hour 1 $ 16.00
Resource Breakdown Structure - continued
Quantity
Available For
(Costs Effective as of May 31, 2002, for the region) Units of Br. Adm. Cost/Price
1.6 Facilities/Supply
1.6.2 Assistant Supervisor Hour 1 $ 22.00
1.6.3 Custodian Hour 5 $ 14.00
1.6.4 Controller Hour 1 $ 14.00
1.6.5 Courier Hour 1 $ 12.00
1.7 Human Resources
1.7.3 Clerk Hour 3 $ 15.00
1.8 Legal
1.9 Audit/Compliance
1.9.2 Clerk Hour 3 $ 13.00
1.10 Operations
1.10.3 Clerk Hour 15 $ 8.00
1.11 MIS
1.11.4 Clerk Hour 6 $ 15.00
Quantity
Available For
(Costs Effective as of May 31, 2002, for the region) Units of Br. Adm. Cost/Price
2.0 Tools and Machinery
2.1 Computer
2.1.1 Dell P4 2Ghz Workstation Each 10 $ 1,230.00
2.1.2 Dell PowerEdge 1500 Network Server Each 1 $ 3,400.00
2.1.3 Delll PowerEdge 2550 Internet Server Each 1 $ 4,150.00
2.1.4 3Com Hub Each 5 $ 1,510.00
2.1.5 HP ScanJet 4400C Each 2 $ 160.00
2.1.6 HP DeskJet 890C Printer Each 10 $ 240.00
2.1.7 HP 5Si Laser Printer Each 1 $ 3,100.00
2.1.8 HP Color LaserJet 5500 Printer Each 1 $ 5,800.00
2.1.9 3Com Digital Projector Each 1 $ 2,800.00
2.2 Office
2.2.1 Executone Phone Each 5 $ 150.00
2.2.2 Quart Portable Presentation Screen Each 1 $ 170.00
2.2.3 Konica 7050 Copier Each 1 $ 4,300.00
2.2.4 Brother IntelliFax Fascimile Machine Each 3 $ 350.00
3.0 Installed Equipment and Materials
3.1 Executive Desk Each 5 $ 530.00
3.2 Swivel Adjustable Chair Each 15 $ 150.00
3.3 Small Conference Table Each 3 $ 225.00
3.4 Metal Secure File Cabinet Each 8 $ 125.00
3.5 Portable Office Cubicle Each 5 $ 580.00
4.0 Fees, Licenses
4.1 Microsoft Project 98 Group Discount License Each 1 $ 350.00
4.2 Microsoft Office 2000 Suite Group Discount License Each 1 $ 625.00
4.3 Adobe Acrobat 5.0 Individual User License Each 1 $ 125.00
5.0 Outside Resources
5.1 Consultant Hour 5 $ 85.00
5.2 Junior Consultant Hour 10 $ 60.00
SECTION I – PROJECT ABSTRACT
To provide for the proper understanding of the Branch Network Restructuring Project to ensue, the following is a brief
abstract:
The Branch Network has experienced a significant amount of turnover at the staff level (Teller and Financial Service
positions). Preliminary research has been conducted to better understand the issues that have caused individuals to decide to
leave either for another department or terminate their employment altogether. Although many varying circumstances exist
beyond the sphere of influence of Branch Administration, one common area of concern that was identified was relative to the
view of the branch positions within the organization.
Employees who left the department cited that they felt that they were more likely to receive higher pay, greater
corporate recognition, and increased potential for advancement by moving to other departments. Moreover, relatively less
would be required of them to achieve this.
It was determined that a thorough analysis of these positions relative to the role they play in the organization was
necessary, and appropriate alterations to the Branch Network structure made. The following Work Breakdown Structure
identifies this formal analysis.
SECTION II – WBS ANNOTATIONS
Breakdown Basis
The project was subdivided between levels of the WBS based upon a “product”1, or Deliverable Basis. A similar breakdown
basis was utilized at all levels below the first.
Project Management
No sub-contractors or consultants will be used for any phase of this project as it will be completed entirely in-house. Since
the project resides in-house, no client exists to which project management functions will be charged, and therefore project
management is not represented in the project deliverables.
Deliverables Defined
As a deliverable - oriented work breakdown structure, the precise tangible asset produced has been identified at each level of
the WBS.
Elements by Level
Level 1 = 5
Level 2 = 11
Level 3 = 40
Level 4 = 1
SECTION III – WORK BREAKDOWN STRUCUTURE
Branch Network Restructuring Project

Work Breakdown Structure
Deliverable Oriented
PROJECT’S OBJECTIVES STATEMENT

Design and implement a new salary, incentive, and responsibility structure for the
Branch Network positions that recognizes and rewards employees for their role
in the organization and for contributing to the Bank’s success.
Level 0 Level 1 Level 2 Level 3 Level 4 Deliverable Defined
0 Branch Network Restructuring Project

1.1 Branch Network Definition Document that clearly defines how the branch network will
assist the bank in meeting its objectives
1.1.1 Bank Goals Document that defines the overall bank goals
1.1.1.1 Mission Statement Document prepared by senior management identifying the

general mission of the bank
1.1.1.2 Strategic Plan Document prepared by senior management identifying the 1 -,
3 -, 5 - year strategy for the bank
1.1.2 Strategic Alignment Document identifying strategic alignment of Teller and FSR
position
1.1.2.1 Teller Position Document identifying Teller's role in bank's strategy
1.1.2.2 FSR Position Document identifying FSR's role in bank's strategy
1.2 Position Analysis Document summarizing the current state of the branch
network positions
1.2.1 Teller Position Analysis Document summarizing the current state of the Teller position
1.2.1.1 Incumbent Interviews Document summarizing results of interviews with current

Tellers
1.2.1.2 Management Interviews Document summarizing results of interviews regarding Teller
position with managers
1.2.1.3 Monitoring Reports Document summarizing results of reviews of Teller
monitoring reports
1.2.1.4 Performance Reviews Document summarizing results of analysis of completed
Teller reviews
1.2.1.5 Job Descriptions Document summarizing results of analysis of current Teller
job description
1.2.1.6 Pay Scale Document summarizing results of analysis of Teller pay scale
as related to job responsibilities and other like positions in the
organization
1.2.1.6.1 Responsibility Document identifying Teller position responsibilities as

Requirements compared to other like positions
1.2.2 FSR Position Analysis Document summarizing the current state of the FSR position
1.2.2.1 Incumbent Interviews Document summarizing results of interviews with current

FSRs
1.2.2.2 Management Interviews Document summarizing results of interviews regarding FSR
position with managers
1.2.2.3 Monitoring Reports Document summarizing results of reviews of FSR monitoring
reports
1.2.2.4 Performance Reviews Document summarizing results of analysis of completed FSR
reviews
1.2.2.5 Job Descriptions Document summarizing results of analysis of current FSR job
description
1.2.2.6 Pay Scale Document summarizing results of analysis of FSR pay scale
as related to job responsibilities and other like positions in the
organization
1.2.2.7 Responsibility Requirements Document identifying FSR position responsibilities as

compared to other like positions
1.3 Solution Design Document proposing solutions to branch network issues

identified during analysis phase
1.3.1 Teller Solution Design Document proposing solutions to Teller issues identified
during analysis phase
1.3.1.1 Hierarchy Document proposing new hierarchical relationship of the
Teller position
1.3.1.2 Incentives Document proposing new Teller incentive plan
1.3.1.3 Job Descriptions Document proposing new Teller job description
1.3.1.4 Pay Scale Document proposing new Teller pay scale

1.3.1.5 Advancement Requirements Document proposing new requirements for Teller
advancement
1.3.2 FSR Solution Design Document proposing solutions to FSR issues identified during
analysis phase
1.3.2.1 Hierarchy Document proposing new hierarchical relationship of the FSR
position
1.3.2.2 Incentives Document proposing new FSR incentive plan
1.3.2.3 Job Descriptions Document proposing new FSR job description
1.3.2.4 Pay Scale Document proposing new Teller pay scale

1.3.2.5 Advancement Requirements Document proposing new requirements for FSR advancement
1.4 Restructuring Approval Documents File of all signed Branch Network restructuring initiatives
approval documents
1.4.1 Teller Restructuring Approval Document File of all signed Teller restructuring initiatives approval
documents
1.4.1.1 RBM Committee Approval RBM signed Teller restructuring initiatives approval
Document document
1.4.1.2 VP Branch Administration VP BA signed Teller restructuring initiatives approval
Approval Document document
1.4.1.3 EVP Branch Administration EVP BA signed Teller restructuring initiatives approval
1.4.1.4 Human Resources Approval HR signed Teller restructuring initiatives approval document
Document
1.4.2 FSR Restructuring Approval Document File of all signed FSR restructuring initiatives approval
documents
1.4.2.1 RBM Committee Approval RBM signed FSR restructuring initiatives approval document
Document
1.4.2.2 VP Branch Administration VP BA signed FSR restructuring initiatives approval
1.4.2.3 EVP Branch Administration EVP BA signed FSR restructuring initiatives approval
1.4.2.4 Human Resources Approval HR signed FSR restructuring initiatives approval document
Document
1.5 Restructuring Implementation Program File of all Branch Network and Board of Directors
restructuring implementation program meeting minutes
1.5.1 Teller Position Restructuring Implementation File of all Teller restructuring implementation program
Program meeting minutes
1.5.1.1 Branch Manager Meeting Teller restructuring implementation program meeting with
Branch Managers minutes
1.5.1.2 Branch Meeting Teller restructuring implementation program meeting with
Tellers minutes
1.5.2 FSR Position Restructuring Implementation File of all FSR restructuring implementation program meeting
Program minutes
1.5.2.1 Branch Manager Meeting FSR restructuring implementation program meeting with
Branch Managers minutes
1.5.2.2 Branch Meeting FSR restructuring implementation program meeting with
FSRs minutes
1.5.3 Board of Directors Report Teller and FSR restructuring implementation program
meeting with BoD minutes
SECTION I – ESTIMATED REQUIRED EFFORT AND MATERIAL RESOURCES
Outlined below are the estimates of the effort required to produce the deliverables identified in the Work
Breakdown Structure, at its lowest levels.
Intensity is defined as the total number of a particular resource being utilized (e.g., an intensity of 5 for
“Managers” represents five Managers required for the completion of the task). Duration is the measurement
of the time required for the completion of the task, which can be measured in hours, days, months, or years.
For this project, all durations are reflected in hours. Total Effort is the product of the intensity and the
duration. As a result, since duration is measured in hours for this project, the unit of measurement for Total
Effort is worker-hours.
(To assist in the proper reading of the following chart, please note the following: Unlike the previously
provided RBS and WBS that were represented in an indented outline format, this analysis of the Estimated
Required Effort and Material Resources is summarized in an accounting fashion with totals for each higher
level of the WBS reflected beneath the lower level listings so that the figures total “down” instead of “up”.)

Estimated Required Effort and Material Resources
Total
Upper Levels Lowest Levels Effort in
(0-2) WBS (3-4) WBS Duration Worker-
Elements Element Required Resource (From RBS) Intensity (in hours) hours
1.1.1.1 Mission Statement
Chairman of the Board 1 4 4
Chief Executive Officer 1 4 4
Executive Vice President 3 4 12
Executive Secretary 1 4 4
Subtotal: 24
1.1.1.2 Strategic Plan
Executive Secretary 1 4 4
Subtotal: 24
1.1.1 Bank Goals Level 2 48
Total:
1.1.2.1 Teller Position
Branch Administration Vice President 1 4 4
Regional Manager 3 4 12
Branch Administration Assistant Vice President 1 4 4
Subtotal: 20
1.1.2.2 FSR Position
Subtotal: 20
1.1.2 Strategic Alignment Level 2 40
Total:
1.1 Branch Network Definition Level 1 88
Total:
1.2.1.1 Incumbent Interviews
Head Teller 5 4 20
Assistant Head Teller 2 4 8
Teller 3 4 12
Subtotal: 44
1.2.1.2 Management Interviews
Manager 5 4 20
Subtotal: 28
1.2.1.3 Monitoring Reports
Subtotal: 6
1.2.1.4 Performance Reviews
Human Resources Vice President 1 4 4
Human Resources Supervisor 1 4 4
Subtotal: 12
1.2.1.5 Job Descriptions
Subtotal: 12
1.2.1.6 Pay Scale
Subtotal: 6
1.2.1.6.1 Responsibility Requirements
Subtotal: 6
1.2.1 Teller Position Analysis Level 2 114
Total:
1.2.2.1 Incumbent Interviews
Senior Financial Service Representative 2 4 8
Financial Service Representative 2 4 8
Subtotal: 20
1.2.2.2 Management Interviews
Manager 5 4 20
Subtotal: 28
1.2.2.3 Monitoring Reports
Subtotal: 6
1.2.2.4 Performance Reviews
Subtotal: 12
Subtotal: 12
1.2.2.6 Pay Scale
Subtotal: 6
1.2.2.6.1 Responsibility Requirements
Subtotal: 6
1.2.2 FSR Position Analysis Level 2 90
Total:
1.2 Branch Network Definition Level 1 204
Total:
1.3.1.1 Hierarchy
Subtotal: 40
1.3.1.2 Incentives
Subtotal: 40
Subtotal: 60
1.3.1.4 Pay Scale
Subtotal: 10
1.3.1.5 Advancement Requirements
Subtotal: 40
1.3.1 Teller Solution Design Level 2 190
Total:
1.3.2.1 Hierarchy
Subtotal: 40
1.3.2.2 Incentives
Subtotal: 40
Subtotal: 60
1.3.2.4 Pay Scale
Subtotal: 10
1.3.2.5 Advancement Requirements
Subtotal: 40
1.3.2 FSR Solution Design Level 2 190
Total:
1.3 Solution Design Level 1 380
Total:
1.4.1.1 RBM Committee Approval Document
Human Resources Clerk 1 1 1
Subtotal: 6
1.4.1.2 VP BA Approval Document
Subtotal: 3
1.4.1.3 EVP BA Approval Document
Subtotal: 3
1.4.1.4 HR Approval Document
Subtotal: 3
1.4.1 Teller Restructuring Approval Documents Level 2 15
Total:
1.4.2.1 RBM Committee Approval Document
Subtotal: 6
1.4.2.2 VP BA Approval Document
Subtotal: 3
1.4.2.3 EVP BA Approval Document
Subtotal: 3
1.4.2.4 HR Approval Document
Subtotal: 3
1.4.2 FSR Restructuring Approval Documents Level 2 15
Total:
1.4 Restructuring Approval Documents Level 1 30
Total:
1.5.1.1 Branch Manager Meeting
Manager 8 2 16
Subtotal: 24
1.5.1.2 Branch Meeting
Head Teller 11 3 33
Assistant Head Teller 3 3 9
Subtotal: 45
1.5.1 Teller Position Restructuring Implementation Level 2 100
Total:
1.5.2.1 Branch Manager Meeting
Manager 8 2 16
Subtotal: 24
1.5.2.2 Branch Meeting
Senior Financial Service Representative 9 3 27
Financial Service Representative 5 3 15
Subtotal: 45
Level 2
1.5.2 FSR Position Restructuring Implementation Total: 169
1.5.3 Board of Directors Report
Director 16 1 16
Level 2
Total: 18
1.5 Restructuring Implementation Program Level 1 287
Total:
0. Branch Network Restructuring Project Level 0 989
Total:
SECTION II – RESOURCE BREAKDOWN STRUCTURE (Revised)
A personnel resource distinction was inadvertently omitted in the original submission of the Berkshire
Bank - Branch Administration Resource Breakdown Structure. That resource, 1.3.1 Regional Manager,
and its applicable data have been added below. The additions made to the RBS submitted on 31May02 have
been highlighted in yellow; the resulting numbering and quantity alterations have been highlighted in
green. All other items remain as previously provided and explained.
Berkshire Bank – Branch Administration

Quantity
Available For
1.0 Personnel
1.1 Executive
1.1.1 Director Hour 16 $ 177.00
1.1.2 Chairman of the Board Hour 1 $ 146.00
1.1.3 Chief Executive Officer Hour 1 $ 162.00
1.1.4 Executive Vice President Hour 2 $ 71.00
1.1.5 Executive Secretary Hour 2 $ 19.00
1.2 Branch Administration
1.2.3 Trainer Hour 1 $ 15.00
1.2.5 Quality Control Clerk Hour 1 $ 13.00
1.3 Branch Network
1.3.1 Regional Manager Hour 3 $ 21.00
1.3.2 Manager Hour 8 $ 19.00
1.3.3 Assistant Manager Hour 8 $ 16.00
1.3.4 Senior Financial Service Representative Hour 9 $ 14.00
1.3.5 Financial Service Representative Hour 5 $ 13.00
1.3.6 Head Teller Hour 11 $ 13.00
1.3.7 Assistant Head Teller Hour 3 $ 12.00
1.3.8 Teller Hour 7 $ 9.00
1.3.9 Receptionist Hour 3 $ 8.00
1.4 Accounting
1.4.1 Chief Financial Officer Hour 1 $ 72.00
1.4.4 Clerk Hour 5 $ 11.00
1.5 Marketing
1.5.2 Coordinator Hour 1 $ 19.00
1.5.3 Assistant Coordinator Hour 1 $ 16.00
Quantity
Available For
1.6 Facilities/Supply
1.6.2 Assistant Supervisor Hour 1 $ 22.00
1.6.3 Custodian Hour 5 $ 14.00
1.6.4 Controller Hour 1 $ 14.00
1.6.5 Courier Hour 1 $ 12.00
1.7 Human Resources
1.7.3 Clerk Hour 3 $ 15.00
1.8 Legal
1.9 Audit/Compliance
1.9.2 Clerk Hour 3 $ 13.00
1.10 Operations
1.10.3 Clerk Hour 15 $ 8.00
1.11 MIS
1.11.4 Clerk Hour 6 $ 15.00
Quantity
Available For
2.0 Tools and Machinery
2.1 Computer
2.1.1 Dell P4 2Ghz Workstation Each 10 $ 1,230.00
2.1.2 Dell PowerEdge 1500 Network Server Each 1 $ 3,400.00
2.1.3 Dell PowerEdge 2550 Internet Server Each 1 $ 4,150.00
2.1.4 3Com Hub Each 5 $ 1,510.00
2.1.5 HP ScanJet 4400C Each 2 $ 160.00
2.1.6 HP DeskJet 890C Printer Each 10 $ 240.00
2.1.7 HP 5Si Laser Printer Each 1 $ 3,100.00
2.1.8 HP Color LaserJet 5500 Printer Each 1 $ 5,800.00
2.1.9 3Com Digital Projector Each 1 $ 2,800.00
2.2 Office
2.2.1 Executone Phone Each 5 $ 150.00
2.2.2 Quart Portable Presentation Screen Each 1 $ 170.00
2.2.3 Konica 7050 Copier Each 1 $ 4,300.00
2.2.4 Brother IntelliFax Fascimile Machine Each 3 $ 350.00
3.0 Installed Equipment and Materials
3.1 Executive Desk Each 5 $ 530.00
3.2 Swivel Adjustable Chair Each 15 $ 150.00
3.3 Small Conference Table Each 3 $ 225.00
3.4 Metal Secure File Cabinet Each 8 $ 125.00
3.5 Portable Office Cubicle Each 5 $ 580.00
4.0 Fees, Licenses
4.1 Microsoft Project 98 Group Discount License Each 1 $ 350.00
4.2 Microsoft Office 2000 Suite Group Discount License Each 1 $ 625.00
4.3 Adobe Acrobat 5.0 Individual User License Each 1 $ 125.00
5.0 Outside Resources
5.1 Consultant Hour 5 $ 85.00
5.2 Junior Consultant Hour 10 $ 60.00
ESTIMATED TOTAL RESOURCE NEEDS AND PROJECT COSTS (SORTED BY WBS)

Estimated Total Resource Needs and Project Costs
Sorted by WBS
Total
Effort in
WBS Duration Worker- Cost/Hour Cost
Elements Required Resource Intensity (in hours) hours (Dollars) Estimate
0. Branch Network Restructuring Project Level 0 Total: 858 $ 24,506
1.1 Branch Network Definition Level 1 Total: 88 $ 5,256
1.1.1 Bank Goals Level 2 Total: 48 $ 4,320
1.1.1.1 Mission Statement Subtotal: 24 $ 2,160
Chairman of the Board 1 4 4 $ 146 $ 584
Chief Executive Officer 1 4 4 $ 162 $ 648
Executive Vice President 3 4 12 $ 71 $ 852
Executive Secretary 1 4 4 $ 19 $ 76
1.1.1.2 Strategic Plan Subtotal: 24 $ 2,160

Executive Secretary 1 4 4 $ 19 $ 76
1.1.2 Strategic Alignment Level 2 Total: 40 $ 936

1.1.2.1 Teller Position Subtotal: 20 $ 468
Branch Administration Vice President 1 4 4 $ 32 $ 128
Regional Manager 3 4 12 $ 21 $ 252
Branch Administration Assistant Vice President 1 4 4 $ 22 $ 88
1.1.2.2 FSR Position Subtotal: 20 $ 468

1.2 Positions Analysis Level 1 Total: 204 $ 4,204

1.2.1 Teller Position Analysis Level 2 Total: 114 $ 2,226
1.2.1.1 Incumbent Interviews Subtotal: 44 $ 548
Head Teller 5 4 20 $ 13 $ 260
Assistant Head Teller 2 4 8 $ 12 $ 96
Teller 3 4 12 $ 9 $ 108
1.2.1.2 Management Interviews Subtotal: 28 $ 592

Manager 5 4 20 $ 19 $ 380
1.2.1.3 Monitoring Reports Subtotal: 6 $ 150
1.2.1.4 Performance Reviews Subtotal: 12 $ 312

Human Resources Vice President 1 4 4 $ 38 $ 152
Human Resources Supervisor 1 4 4 $ 19 $ 76
1.2.1.5 Job Descriptions Subtotal: 12 $ 312

1.2.1.6 Pay Scale Subtotal: 6 $ 156

1.2.1.6.1 Responsibility Requirements Subtotal: 6 $ 156

1.2.2 FSR Position Analysis Level 2 Total: 90 $ 1,978

1.2.2.1 Incumbent Interviews Subtotal: 20 $ 300
Senior Financial Service Representative 2 4 8 $ 14 $ 112
Financial Service Representative 2 4 8 $ 13 $ 104
1.2.2.2 Management Interviews Subtotal: 28 $ 592

Manager 5 4 20 $ 19 $ 380
1.2.2.3 Monitoring Reports Subtotal: 6 $ 150

1.2.2.4 Performance Reviews Subtotal: 12 $ 312

1.2.2.5 Job Descriptions Subtotal: 12 $ 312


1.2.2.6.1 Responsibility Requirements Subtotal: 6 $ 156

1.3 Solution Design Level 1 Total: 380 $ 8,892

1.3.1 Teller Solution Design Level 2 Total: 190 $ 4,446
1.3.1.1 Hierarchy Subtotal: 40 $ 936
1.3.1.2 Incentives Subtotal: 40 $ 936

1.3.1.3 Job Descriptions Subtotal: 60 $ 1,404


1.3.1.5 Advancement Requirements Subtotal: 40 $ 936

1.3.2 FSR Solution Design Level 2 Total: 190 $ 4,446

1.3.2.1 Hierarchy Subtotal: 40 $ 936
1.3.2.2 Incentives Subtotal: 40 $ 936

1.3.2.3 Job Descriptions Subtotal: 60 $ 1,404

1.3.2.5 Advancement Requirements Subtotal: 40 $ 936

1.4 Restructuring Approval Documents Level 1Total: 30 $ 724

1.4.1 Teller Restructuring Approval Documents Level 2 Total: 15 $ 362
1.4.1.1 RBM Committee Approval Document Subtotal: 6 $ 119
Human Resources Clerk 1 1 1 $ 15 $ 15
1.4.1.2 VP BA Approval Document Subtotal: 3 $ 66

1.4.1.3 EVP BA Approval Document Subtotal: 3 $ 105

1.4.1.4 HR Approval Document Subtotal: 3 $ 72

1.4.2 FSR Restructuring Approval Documents 15 $ 362

1.4.2.1 RBM Committee Approval Document Subtotal: 6 $ 119
1.4.2.2 VP BA Approval Document Subtotal: 3 $ 66

1.4.2.3 EVP BA Approval Document Subtotal: 3 $ 105

1.4.2.4 HR Approval Document Subtotal: 3 $ 72
1.5 Restructuring Implementation Program Level 1Total: 156 $ 5,430

1.5.1 Teller Position Restructuring Implementation Level 2 Total: 69 $ 1,127
1.5.1.1 Branch Manager Meeting Subtotal: 24 $ 494
Manager 8 2 16 $ 19 $ 304
1.5.1.2 Branch Meeting Subtotal: 45 $ 633

Head Teller 11 3 33 $ 13 $ 429
1.5.2 FSR Position Restructuring Implementation Level 2 Total: 69 $ 1,163

1.5.2.1 Branch Manager Meeting Subtotal: 24 $ 494
Manager 8 2 16 $ 19 $ 304
1.5.2.2 Branch Meeting Subtotal: 45 $ 669

Senior Financial Service Representative 9 3 27 $ 14 $ 378
Financial Service Representative 5 3 15 $ 13 $ 195
$ -
1.5.3 Board of Directors Report Level 2 Total: 18 $ 3,140
Director 16 1 16 $ 177 $ 2,832
ESTIMATED TOTAL RESOURCE NEEDS AND PROJECT COSTS (SORTED BY RESOURCE)

Sorted by Resource
Total
Effort in Total
Resource Worker- Estimated
Resource WBS Element Cost/Hour hours Cost
Director $ 177 16 hrs $2,832.00
1.5.3 Board of Directors Report 16 hrs $2,832.00
Chairman of the Board $ 146 9 hrs $1,314.00
1.1.1.1 Mission Statement 4 hrs $584.00
1.1.1.2 Strategic Plan 4 hrs $584.00
1.5.3 Board of Directors Report 1 hr $146.00
Chief Executive Officer $ 162 9 hrs $1,458.00
1.5.3 Board of Directors Report 1 hr $162.00
Executive Vice President $ 71 26 hrs $1,846.00
1.4.1.3 EVP BA Approval Document 1 hr $71.00
Executive Secretary $ 19 8 hrs $152.00
Branch Administration Vice President $ 32 108 hrs $3,456.00
1.1.2.1 Teller Position 4 hrs $128.00
1.1.2.2 FSR Position 4 hrs $128.00
1.2.1.2 Management Interviews 4 hrs $128.00
1.2.1.3 Monitoring Reports 2 hrs $64.00
1.3.1.1 Hierarchy 8 hrs $256.00
1.3.1.2 Incentives 8 hrs $256.00
1.3.1.3 Job Descriptions 12 hrs $384.00
1.3.1.4 Pay Scale 2 hrs $64.00
1.3.1.5 Advancement Requirements 8 hrs $256.00
1.3.2.1 Hierarchy 8 hrs $256.00
1.3.2.4 Pay Scale 2 hrs $64.00
1.4.1.2 VP BA Approval Document 1 hr $32.00
1.5.1.1 Branch Manager Meeting 2 hrs $64.00
1.5.1.2 Branch Meeting 3 hrs $96.00
Branch Administration Assistant Vice President $ 22 90 hrs $1,980.00
1.3.1.1 Hierarchy 8 hrs $176.00
1.3.1.4 Pay Scale 2 hrs $44.00
1.3.2.1 Hierarchy 8 hrs $176.00
1.3.2.4 Pay Scale 2 hrs $44.00
1.4.1.1 RBM Committee Approval Document 1 hr $22.00
Regional Manager $ 21 314 hrs $6,594.00
1.2.1.1 Incumbent Interviews 4 hrs $84.00
1.2.1.4 Performance Reviews 4 hrs $84.00
1.2.1.6 Pay Scale 2 hrs $42.00
1.2.1.6.1 Responsibility Requirements 2 hrs $42.00
1.2.2.6 Pay Scale 2 hrs $42.00
1.3.1.1 Hierarchy 24 hrs $504.00
1.3.1.2 Incentives 24 hrs $504.00
1.3.1.4 Pay Scale 6 hrs $126.00
1.3.2.1 Hierarchy 24 hrs $504.00
1.3.2.2 Incentives 24 hrs $504.00
1.3.2.4 Pay Scale 6 hrs $126.00
1.4.1.1 RBM Committee Approval Document 3 hrs $63.00
1.4.2.1 RBM Committee Approval Document 3 hrs $63.00
Manager $ 19 72 hrs $1,368.00
Senior Financial Service Representative $ 14 35 hrs $490.00
Financial Service Representative $ 13 23 hrs $299.00
Head Teller $ 13 53 hrs $689.00
Assistant Head Teller $ 12 17 hrs $204.00
Teller $ 9 12 hrs $108.00
Human Resources Vice President $ 38 26 hrs $988.00
1.2.1.6 Pay Scale 2 hrs $76.00
1.2.2.6 Pay Scale 2 hrs $76.00
1.4.1.4 HR Approval Document 1 hr $38.00
Human Resources Supervisor $ 19 32 hrs $608.00
1.2.1.6 Pay Scale 2 hrs $38.00
1.2.2.6 Pay Scale 2 hrs $38.00
Human Resources Clerk $ 15 8 hrs $120.00
LEVEL - 1 ITEMS – PERCENT OF PROJECT COST

Level - 1 Items - Percent of Project Cost
Percent of
WBS Elements Total Cost Total Cost
0. Branch Network Restructuring Project $ 24,506 100%
1.1 Branch Network Definition $ 5,256 21.45%

1.2 Positions Analysis $ 4,204 17.15%
1.3 Solution Design $ 8,892 36.28%
1.4 Restructuring Approval Documents $ 724 2.95%
1.5 Restructuring Implementation Program $ 5,430 22.16%
The percentages of the Level-1 items of the Work Breakdown Structure as related to total costs are
distributed in a reasonably uniform manner, with the exception of the 1.4 Restructuring Approval
Documents. While this is a critical and distinct division of the Work Breakdown Structure consistent with
the basis for division used throughout, it is more of a formal process within Berkshire Bank of completing
required paperwork and does not entail a tremendous duration or intensity for the completion of the work
packages. As a result, the costs associated with the entirety of this Level-1 item are considerably smaller
than the other four Level-1 items.
The total cost for the 0. Branch Network Restructuring Project is a reasonable estimation for a project of
this nature and is consistent with other similar past undertakings at Berkshire Bank. This project is a labor-
intensive endeavor that relies upon the human resources of the organization for its completion, as the goal
of the project is an employment hierarchal design and implementation.
Sequence Logic
Network Diagram
(Overview)
Project Calendar Matthew J. Kinne
Assignment E
May 2002
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4
5 6 7 8 9 10 11
1.1.1.1 Missio 1.1.1.2 Strate1.1.2.2
1.1.2.1 FSR
TellerPP1.2
1.2.1.2 Job
1.2.1.4
1.2.1.5 Mana
Perfo
D 1.3.1.2 Incentives, 8 hrs 1.3.1.3 Job Descriptions, 12 hrs 1.3.1.5 Advancement Requirements, 8 hrs
1.3
Project Start 1.2.1.1 Job
1.2.2.1
1.2.2.2
1.2.2.4
1.2
1.2.2.5 Incum
Mana
Perfo
D 1.3.2.2 Incentives, 8 hrs 1.3.2.3 Job Descriptions, 12 hrs 1.3.2.5 Advancement Requirements, 8 hrs
1.3
1.3.1.1 Hierarchy, 8 hrs
1.3.2.1 Hierarchy, 8 hrs
12 13 14 15 16 17 18
1.3.1.5 Advancement Requirements, 8 hrs 111.4.2.3
1.4.2.4EV
H 1.5.2
1.3.2.5 Advancement Requirements, 8 hrs 1.5.1.1 Bran1.5.1
111.4.1.3
1.4.1.4EV
H 1.5.2.1 Bran
1
Project Finish
19 20 21 22 23 24 25
26 27 28 29 30 31
Elements Details- Duration, Start/Finish, Float, Predecessors, Successors Matthew J. Kinne
Assignment E
ID Task Name Duration Start Finish Free Slack Total Slack Predecessors Successors
1 0. Branch Network Restructuring Project 6.75 days Mon 5/6/02 Tue 5/14/02 0 days 0 days
2 Project Start 0 hrs Mon 5/6/02 Mon 5/6/02 0 hrs 0 hrs 5
3 1.1 Branch Network Definition 1.5 days Mon 5/6/02 Tue 5/7/02 0 days 0 days
4 1.1.1 Bank Goals 1 day Mon 5/6/02 Mon 5/6/02 0 days 0 days
5 1.1.1.1 Mission Statement 4 hrs Mon 5/6/02 Mon 5/6/02 0 hrs 0 hrs 2 6
6 1.1.1.2 Strategic Plan 4 hrs Mon 5/6/02 Mon 5/6/02 0 hrs 0 hrs 5 8,9
7 1.1.2 Strategic Alignment 0.5 days Tue 5/7/02 Tue 5/7/02 0 days 0 days
8 1.1.2.1 Teller Position 4 hrs Tue 5/7/02 Tue 5/7/02 0 hrs 0 hrs 6 12,13,14,15,16,18,17
9 1.1.2.2 FSR Position 4 hrs Tue 5/7/02 Tue 5/7/02 0 hrs 0 hrs 6 20,21,22,23,24,26,25
10 1.2 Positions Analysis 0.5 days Tue 5/7/02 Tue 5/7/02 0 days 0 days
11 1.2.1 Teller Position Analysis 0.5 days Tue 5/7/02 Tue 5/7/02 0 days 0 days
12 1.2.1.1 Incumbent Interviews 4 hrs Tue 5/7/02 Tue 5/7/02 0 hrs 0 hrs 8 29,30
13 1.2.1.2 Management Interviews 4 hrs Tue 5/7/02 Tue 5/7/02 0 hrs 0 hrs 8 29,30
14 1.2.1.3 Monitoring Reports 2 hrs Tue 5/7/02 Tue 5/7/02 2 hrs 2 hrs 8 29,30
15 1.2.1.4 Performance Reviews 4 hrs Tue 5/7/02 Tue 5/7/02 0 hrs 0 hrs 8 29,30
16 1.2.1.5 Job Descriptions 4 hrs Tue 5/7/02 Tue 5/7/02 0 hrs 0 hrs 8 29,30
17 1.2.1.6 Pay Scale 0.25 days Tue 5/7/02 Tue 5/7/02 0.25 days 0.25 days 8 29,30
18 1.2.1.6.1 Responsibility Requirements 2 hrs Tue 5/7/02 Tue 5/7/02 2 hrs 2 hrs 8 29,30
19 1.2.2 FRS Position Analysis 0.5 days Tue 5/7/02 Tue 5/7/02 0 days 0 days
27 1.3 Solution Design 3.5 days Wed 5/8/02 Mon 5/13/02 0 days 0 days
28 1.3.1 Teller Solution Design 3.5 days Wed 5/8/02 Mon 5/13/02 0 days 0 days
29 1.3.1.1 Hierarchy 8 hrs Wed 5/8/02 Wed 5/8/02 0 hrs 0 hrs 12,13,14,15,16,17,18 31,33,42
30 1.3.1.2 Incentives 8 hrs Wed 5/8/02 Wed 5/8/02 0 hrs 0 hrs 12,13,14,15,16,17,18 31,33,42
31 1.3.1.3 Job Descriptions 12 hrs Thu 5/9/02 Fri 5/10/02 0 hrs 0 hrs 29,30 32,33,42
32 1.3.1.4 Pay Scale 2 hrs Fri 5/10/02 Fri 5/10/02 6 hrs 6 hrs 31 42
33 1.3.1.5 Advancement Requirements 8 hrs Fri 5/10/02 Mon 5/13/02 0 hrs 0 hrs 29,30,31 42
34 1.3.2 FSR Solution Design 3.5 days Wed 5/8/02 Mon 5/13/02 0 days 0 days
35 1.3.2.1 Hierarchy 8 hrs Wed 5/8/02 Wed 5/8/02 0 hrs 0 hrs 20,21,22,23,24,25,26 37,39,47
Elements Details- Duration, Start/Finish, Float, Predecessors, Successors Matthew J. Kinne
Assignment E
36 1.3.2.2 Incentives 8 hrs Wed 5/8/02 Wed 5/8/02 0 hrs 0 hrs 20,21,22,23,24,25,26 37,39,47
37 1.3.2.3 Job Descriptions 12 hrs Thu 5/9/02 Fri 5/10/02 0 hrs 0 hrs 35,36 38,39,47
38 1.3.2.4 Pay Scale 2 hrs Fri 5/10/02 Fri 5/10/02 6 hrs 6 hrs 37 47
39 1.3.2.5 Advancement Requirements 8 hrs Fri 5/10/02 Mon 5/13/02 0 hrs 0 hrs 35,36,37 47
40 1.4 Restructuring Approval Documents 0.5 days Mon 5/13/02 Mon 5/13/02 0 days 0 days
41 1.4.1 Teller Restructuring Approval Documen 0.5 days Mon 5/13/02 Mon 5/13/02 0 days 0 days
42 1.4.1.1 RBM Committee Approval Documen 1 hr Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 29,30,31,32,33 43
43 1.4.1.2 VP BA Approval Document 1 hr Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 42 44
44 1.4.1.3 EVP BA Approval Document 1 hr Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 43 45
45 1.4.1.4 HR Approval Document 1 hr Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 44 53
46 1.4.2 FSR Restructuring Approval Document 0.5 days Mon 5/13/02 Mon 5/13/02 0 days 0 days
47 1.4.2.1 RBM Committee Approval Documen 1 hr Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 35,36,37,38,39 48
48 1.4.2.2 VP BA Approval Document 1 hr Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 47 49
49 1.4.2.3 EVP BA Approval Document 1 hr Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 48 50
51 1.5 Restructuring Implementation Program 0.75 days Tue 5/14/02 Tue 5/14/02 0 days 0 days
52 1.5.1 Teller Position Restructuring Implement 0.63 days Tue 5/14/02 Tue 5/14/02 0 days 0 days
53 1.5.1.1 Branch Manager Meeting 2 hrs Tue 5/14/02 Tue 5/14/02 0 hrs 0 hrs 45 54
54 1.5.1.2 Branch Meeting 3 hrs Tue 5/14/02 Tue 5/14/02 0 hrs 0 hrs 53 58
55 1.5.2 FSR Restructuring Implementation Prog 0.63 days Tue 5/14/02 Tue 5/14/02 0 days 0 days
56 1.5.2.1 Branch Manager Meeting 2 hrs Tue 5/14/02 Tue 5/14/02 0 hrs 0 hrs 50 57
57 1.5.2.2 Branch Meeting 3 hrs Tue 5/14/02 Tue 5/14/02 0 hrs 0 hrs 56 58
58 1.5.3 Board of Directors Report 1 hr Tue 5/14/02 Tue 5/14/02 0 hrs 0 hrs 57,54 59
59 Project Finish 0 hrs Tue 5/14/02 Tue 5/14/02 0 hrs 0 hrs 58
Resource Expenditure Chart
Five Most Used Resources
#1 Regional Manager
60
48 48
44
Worker-Hours
50
40 36
30 24 24 24 24 24
20 12
10 6
0 0 0
0
M M M M M M M M M M M M M PM
6-A 6-P 7-A 7-P 8-A 8-P 9-A 9-P 0-A 0-P 3-A 3-P 4-A 4-
0 0 0 0 0 0 0 0 1 1 1 1 1 1
ay ay ay ay ay ay ay ay ay ay ay ay ay ay
M M M M M M M M M M M M M M
Project Schedule-Divided by 1/2 Days
Worker-
Hours
#1 Regional Manager 314 hrs
1.3.1.3 Job Descriptions 36 hrs
1.3.1.1 Hierarchy 24 hrs
1.3.1.2 Incentives 24 hrs
1.3.1.5 Advancement Requirements 24 hrs
1.1.2.1 Teller Position 12 hrs
1.1.2.2 FSR Position 12 hrs
1.3.1.4 Pay Scale 6 hrs
1.5.1.1 Branch Manager Meeting 6 hrs
1.2.1.1 Incumbent Interviews 4 hrs
1.2.1.2 Management Interviews 4 hrs
1.2.1.4 Performance Reviews 4 hrs
1.2.2.4 Performance Reviews 4 hrs
1.4.1.1 RBM Committee Approval Document 3 hrs
1.4.2.1 RBM Committee Approval Document 3 hrs
1.2.1.3 Monitoring Reports 2 hrs
1.2.1.6.1 Responsibility Requirements 2 hrs
1.2.2.6.1 Responsibility Requirements 2 hrs
#2 Branch Admin. V.P.
20
16 16
15 12 12
Worker-Hours
10 8 8 8 8 8 8
5 2 2
0 0
0
M
M
PM
PM
PM
PM
PM
PM
PM
A
A
6-
7-
8-
9-
0-
4-
3-
6-
7-
8-
9-
0-
3-
4-
0
1
0
1
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
M
M
Worker-
Hours
#2 Branch Administration Vice President 108 hrs
1.5.1.2 Branch Meeting 3 hrs
1.4.1.2 VP BA Approval Document 1 hr
1.4.2.2 VP BA Approval Document 1 hr
#3 Branch Admin. A.V.P.
20
16 16
Worker-Hours
15 12
10 8 8 8 8 8
4
5 2
0 0 0 0
0
M
M
M
M
-A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
06
06
07
07
08
08
09
09
10
10
13
13
14
14
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
Worker-
Hours
#3 Branch Administration Assistant Vice President 90 hrs
1.4.1.1 RBM Committee Approval Document 1 hr
1.4.2.1 RBM Committee Approval Document 1 hr
#4 Branch Manager
50
40
40
Worker-Hours
32
30
20
10
0 0 0 0 0 0 0 0 0 0 0 0
0
M
M
M
M
M
M
M
-A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
06
06
07
07
08
08
09
09
10
10
13
13
14
14
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
Worker-
Hours
#4 Manager 72 hrs
#5 Head Teller
25 22
20
20
Worker-Hours
15
10
5
0 0 0 0 0 0 0 0 0 0 0 0
0
M
M
M
M
A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
6-
06
07
08
09
10
13
14
07
08
09
10
13
14
0
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
M
M
Worker-
Hours
#5 Head Teller 53 hrs
Five Most Used Resources For Level 1 Elements
Summary View
60
50
Worker-Hours
40
30
20
10
0
M
M
M
M
-P
-P
-P
-P
-P
-P
-P
-A
-A
-A
-A
-A
-A
-A
06
07
08
09
10
13
14
06
07
08
09
10
13
14
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
M
M
Regional Manager Br. Adm. VP Br. Adm. Ast. VP Manager Head Teller
SECTION II – LEVEL - 1 MOST USED RESOURCES
Below are bar charts analyzing the effort expended for the five most used resources (i.e., those that required
the most effort) for each of the Level - 1 elements, plotted against the project schedule.
Each Level - 1 element was analyzed to determine the five most used resources for each. For each of these
Level - 1 elements those five resources were then combined to produce the total amount of effort exerted by
all five and was plotted against the project schedule. Beneath each graph is a summary of the WBS for that
level identifying the source of the effort represented in the graph. To the right of the WBS is the summary
and ranking of the five resources.
A compilation graph of the effort totals for the top five resources group by Level - 1 elements follows the
individual graphs as a means of providing a singular summary view of the data.
Five Most Used Resources For Level - 1 Elements
1.1 Branch Network Definition
30 24 24 24
Worker-Hours
25
20
15
10
5 0 0 0 0 0 0 0 0 0 0 0
0
M
M
M
M
-A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
06
07
08
09
10
13
14
06
07
08
09
10
13
14
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
M
M
Worker-
Work Breakdown Structure Hours
Worker-
1.1 Branch Network Definition 88 Top - Five Hours
1.1.1 Bank Goals 48 Regional Manager 24
1.1.1.1 Mission Statement 24 Executive Vice President 24
Chairman of the Board 4 Executive Secretary 8
Chief Executive Officer 4 Chief Executive Officer 8
Executive Vice President 12 Chairman of the Board 8
Executive Secretary 4
1.1.1.2 Strategic Plan 24
Chairman of the Board 4
Chief Executive Officer 4
Executive Vice President 12
Executive Secretary 4
1.1.2 Strategic Alignment 40
1.1.2.1 Teller Position 20
Branch Administration Vice President 4
Branch Administration Assistant Vice President 4
Regional Manager 12
1.1.2.2 FSR Position 20
Regional Manager 12
1.2 Position Analysis
200
144
150
Worker-Hours
100
50
0 0 0 0 0 0 0 0 0 0 0 0 0
0
M
M
M
M
-A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
06
07
08
09
10
13
14
06
07
08
09
10
13
14
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
M
M
Worker-
Worker-
1.2 Positions Analysis 204 Top Five Hours
1.2.1 Teller Position Analysis 114 Regional Manager 44
1.2.1.1 Incumbent Interviews 44 Manager 40
Regional Manager 4 Human Resources Vice President 24
Head Teller 20 Human Resources Supervisor 24
Branch Administration Vice
Assistant Head Teller 8 President 12
Teller 12
1.2.1.2 Management Interviews 28
Regional Manager 4
Manager 20
1.2.1.3 Monitoring Reports 6
Regional Manager 2
1.2.1.4 Performance Reviews 12
Regional Manager 4
Human Resources Vice President 4
Human Resources Supervisor 4
1.2.1.5 Job Descriptions 12
Regional Manager 4
1.2.1.6 Pay Scale 12
Regional Manager 2
1.2.1.6.1 Responsibility Requirements 6
Regional Manager 2
1.2.2 FRS Position Analysis 90
1.2.2.1 Incumbent Interviews 20
Regional Manager 4
Senior Financial Service Representative 8
Financial Service Representative 8
1.2.2.2 Management Interviews 28
Regional Manager 4
Manager 20
1.2.2.3 Monitoring Reports 6
Regional Manager 2
1.2.2.4 Performance Reviews 12
Regional Manager 4
Regional Manager 4
Regional Manager 2
1.2.2.6.1 Responsibility Requirements 6
Regional Manager 2
1.3 Solution Design
100
80 80
Worker-Hours
80
60
60 40 40 40 40
40
20
0 0 0 0 0 0 0
0
M
M
M
M
-A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
06
06
07
07
08
08
09
09
10
10
13
13
14
14
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
Worker-
1.3 Solution Design 380
Top Five (Only three used in the Worker-
1.3.1 Teller Solution Design 190 level) Hours
1.3.1.1 Hierarchy 40 Regional Manager 228
Branch Administration Vice President 8 Branch Administration Vice President 76
Branch Administration Assistant Vice Branch Administration Assistant Vice
President 8 President 76
Regional Manager 24
1.3.1.2 Incentives 40
Branch Administration Assistant Vice
President 8
Regional Manager 24
President 12
Regional Manager 36
President 2
Regional Manager 6
1.3.1.5 Advancement Requirements 40
President 8
Regional Manager 24
1.3.2 FSR Solution Design 190
1.3.2.1 Hierarchy 40
President 8
Regional Manager 24
1.3.2.2 Incentives 40
President 8
Regional Manager 24
President 12
Regional Manager 36
President 2
Regional Manager 6
1.3.2.5 Advancement Requirements 40
President 8
Regional Manager 24
1.4 Restructuring Approval Documents
28
30
25
Worker-Hours
20
15
10
5 0 0 0 0 0 0 0 0 0 0 0 0 0
0
M
M
M
M
M
M
M
-A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
06
06
07
07
08
08
09
09
10
10
13
13
14
14
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
Worker-
Worker-
1.4 Restructuring Approval Documents 30 Top Five Hours
1.4.1 Teller Restructuring Approval Document 15 Human Resources Supervisor 8
1.4.1.1 RBM Committee Approval Document 6 Human Resources Clerk 8
President 1 Regional Manager 6
Regional Manager 3 President 4
Human Resources Supervisor 1 Executive Vice President 2
Human Resources Clerk 1
1.4.1.2 VP BA Approval Document 3
1.4.1.3 EVP BA Approval Document 3
1.4.1.4 Approval Document 3
1.4.2 FSR Restructuring Approval Document 15
1.4.2.1 RBM Committee Approval Document 6
President 1
Regional Manager 3
1.4.2.2 VP BA Approval Document 3
1.4.2.3 EVP BA Approval Document 3
1.4.2.4 Approval Document 3
1.5 Restructuring Implementation Program
100 82
Worker-Hours
80
60 41
40
20 0 0 0 0 0 0 0 0 0 0 0 0
0
M
M
M
M
M
M
-A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
07
08
09
10
13
14
06
07
08
09
10
14
06
13
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
M
M
Worker-
Worker-
1.5 Restructuring Implementation Program 156 Top Five Hours
1.5.1 Teller Position Restructuring Implementation Program 69 Head Teller 33
1.5.1.1 Branch Manager Meeting 24 Manager 32
Senior Financial Service
Branch Administration Vice President 2 Representative 27
Regional Manager 6 Director 16
Manager 16 Financial Service Representative 15
1.5.1.2 Branch Meeting 45
Head Teller 33
Assistant Head Teller 9
1.5.2 FSR Restructuring Implementation Program 69
1.5.2.1 Branch Manager Meeting 24
Regional Manager 6
Manager 16
1.5.2.2 Branch Meeting 45
Senior Financial Service Representative 27
Financial Service Representative 15
1.5.3 Board of Directors Report 18
Director 16
Chairman of the Board 1
Chief Executive Officer 1
Resource Expenditure Chart Level 1.1
Five Most Used Resources For Level - 1 Elements Level 1.2
Summary View Level 1.3
Level 1.4
Level 1.5
160 144
140
120
Worker-Hours
100 82
80 80
80
60
60 41
40 40 40 40
40 24 24 24 28
20
0000 0000 0000 0 000 00 00 00 00 00 00 00 00 00 00 00 00 00 00 000 0 0000 0000
0
M
M
M
M
-A
-A
-A
-A
-A
-A
-A
-P
-P
-P
-P
-P
-P
-P
06
07
08
09
10
13
14
06
07
08
09
10
13
14
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
ay
M
M
M
M
SECTION III – PROJECT CASH FLOW CHARTS
Below are bar charts analyzing the cash flow for the entire project plotted against the project schedule.
(Note: May 11th and May 12th are weekend days on which no activity occurs on the project and therefore no
expenses are incurred).

Cash Flow
$6,000.00
$5,430.00
$5,140.00
$5,000.00
$4,320.00
$4,000.00 $3,744.00
Cost
$3,000.00
$2,340.00
$2,000.00 $1,872.00
$1,660.00
$1,000.00
$0.00
5/6/2002 5/7/2002 5/8/2002 5/9/2002 5/10/2002 5/11/2002 5/12/2002 5/13/2002 5/14/2002
Days
Cost Linear (Cost)

Cumulative Cash Flow
$30,000.00
$24,506.00
$25,000.00
$20,000.00 $19,076.00
$17,416.00
$15,076.00
Cost
$15,000.00 $13,204.00
$9,460.00
$10,000.00
$5,000.00 $4,320.00
$0.00
5/6/2002 5/7/2002 5/8/2002 5/9/2002 5/10/2002 5/11/2002 5/12/2002 5/13/2002 5/14/2002
Days
Cumulative Cash Flow Linear (Cumulative Cash Flow)
SECTION IV – WBS LEVEL - 1 CASH FLOW CHARTS
Below are bar charts analyzing the cash flow for each Level - 1 element of the Work Breakdown Structure.
A compilation graph of Level - 1 elements follows the individual graphs as a means of providing a singular
summary view of the data.

1.1 Branch Network Definition Total Cost
$5,000.00
$4,320.00
$4,500.00
$4,000.00
$3,500.00
$3,000.00
Cost
$2,500.00
$2,000.00
$1,500.00
$936.00
$1,000.00
$500.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

$0.00
5/6/2002 5/7/2002 5/8/2002 5/9/2002 5/10/2002 5/11/2002 5/12/2002 5/13/2002 5/14/2002
Days
1.2 Position Analysis Total Cost
$4,500.00
$4,204.00
$4,000.00
$3,500.00
$3,000.00
$2,500.00
Cost
$2,000.00
$1,500.00
$1,000.00
$500.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

$0.00
5/6/2002 5/7/2002 5/8/2002 5/9/2002 5/10/2002 5/11/2002 5/12/2002 5/13/2002 5/14/2002
Days
1.3 Solution Design Total Cost
$4,000.00
$3,744.00
$3,500.00
$3,000.00
$2,500.00 $2,340.00
Cost
$2,000.00 $1,872.00
$1,500.00
$936.00
$1,000.00
$500.00
$0.00 $0.00 $0.00 $0.00 $0.00

$0.00
5/6/2002 5/7/2002 5/8/2002 5/9/2002 5/10/2002 5/11/2002 5/12/2002 5/13/2002 5/14/2002
Days
1.4 Restructuring Approval Documents
Total Cost
$800.00
$724.00
$700.00
$600.00
$500.00
Cost
$400.00
$300.00
$200.00
$100.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

$0.00
5/6/2002 5/7/2002 5/8/2002 5/9/2002 5/10/2002 5/11/2002 5/12/2002 5/13/2002 5/14/2002
Days
1.5 Restructuring Implementation Program
$6,000.00
$5,430.00
$5,000.00
$4,000.00
Cost
$3,000.00
$2,000.00
$1,000.00
Total Cost
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
$0.00
5/6/2002 5/7/2002 5/8/2002 5/9/2002 5/10/2002 5/11/2002 5/12/2002 5/13/2002 5/14/2002
Days
Level 1.5
Level 1.4
Level 1 Summary View
Level 1.3
Level 1.2
Level 1.1
$6,000.00
$5,430.00
$4,204.00
$5,000.00
$4,320.00
$3,744.00
$4,000.00
Cost
$3,000.00
$2,340.00
$1,872.00
$2,000.00
$724.00
$0.00 $936.00
$1,000.00 $0.00
$0.00 $0.00 $936.00 $0.00
$0.00 $0.00 $0.00 $0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
5/6/2002 5/7/2002 5/8/2002 5/9/2002 5/10/2002 5/11/2002 5/12/2002 5/13/2002 5/14/2002
Days
COMPRESSED SCHEDULE
Duration (in Total Effort in Cost/Hour

WBS Elements Required Resource Start Date/Time Finish Date/Time Intensity hours) Worker-hours (Dollars) Cost Estimate
ORIGINAL 1.1.2.1 Teller Position Strategic Alignment 07May02 / 8AM 07May02 / 12 N Subtotal: 20 $ 468
REVISED 1.1.2.1 Teller Position Strategic Alignment 07May02 / 8AM 07May02 / 11AM Subtotal: 24 $ 990
SCHEDULE/COST VARIANCE -1 HOUR $ 522
ORIGINAL 1.1.2.2 FSR Position Strategic Alignment 07May02 / 8AM 07May02 / 12N Subtotal: 20 $ 468
REVISED 1.1.2.2 FSR Position Strategic Alignment 07May02 / 8AM 07May02 / 11AM Subtotal: 24 $ 990
SCHEDULE/COST VARIANCE -1 HOUR $ 522
ORIGINAL 1.3.1.1 Teller Solution Hierarchy 08May02 / 8AM 08May02 / 5PM Subtotal: 40 $ 936
REVISED 1.3.1.1 Teller Solution Hierarchy 07May02 / 4PM 08May02 / 2:30PM Subtotal: 45.5 $ 1,047
Branch Administration Vice President 1 6.5 6.5 $ 32 $ 208
Branch Administration Assistant Vice President 1 6.5 6.5 $ 22 $ 143
Regional Manager 3 6.5 19.5 $ 21 $ 410
Executive Vice President 2 6.5 13 $ 22 $ 286
SCHEDULE/COST VARIANCE -1.5 HOURS $ 111
ORIGINAL 1.3.1.2 Teller Solution Incentives 08May02 / 8AM 08May02 / 5PM Subtotal: 40 $ 936
REVISED 1.3.1.2 Teller Solution Incentives 07May02 / 4PM 08May02 / 2:30PM Subtotal: 45.5 $ 1,047
ORIGINAL 1.3.2.1 FSR Solution Hierarchy 08May02 / 8AM 08May02 / 5PM Subtotal: 40 $ 936
REVISED 1.3.2.1 FSR Solution Hierarchy 07May02 / 4PM 08May02 / 2:30PM Subtotal: 45.5 $ 1,047

COMPRESSED SCHEDULE

ORIGINAL 1.3.2.2 FSR Solution Incentives 08May02 / 8AM 08May02 / 5PM Subtotal: 40 $ 936
REVISED 1.3.2.2 FSR Solution Incentives 07May02 / 4PM 08May02 / 2:30PM Subtotal: 45.5 $ 1,047
ORIGINAL 1.3.1.3 Teller Job Description Design 09May02 / 8AM 10May02 / 12N Subtotal: 60 $ 1,404
REVISED 1.3.1.3 Teller Job Description Design 08May02 / 2PM 09May02 / 3PM Subtotal: 60 $ 1,656
Branch Administration Vice President (OT) 1 4 4 $ 48 $ 192
Branch Administration Assistant VP (OT) 1 4 4 $ 33 $ 132
Regional Manager (OT) 3 4 12 $ 33 $ 396
SCHEDULE/COST VARIANCE -4 HOURS $ 252
ORIGINAL 1.3.2.3 FSR Job Description Design 09May02 / 8AM 10May02 / 12N Subtotal: 60 $ 1,404
REVISED 1.3.2.3 FSR Job Description Design 08May02 / 2PM 09May02 / 3PM Subtotal: 60 $ 1,656
Branch Administration Vice President (OT) 1 4 4 $ 48 $ 192
Branch Administration Assistant VP (OT) 1 4 4 $ 33 $ 132
Regional Manager (OT) 3 4 12 $ 33 $ 396
SCHEDULE/COST VARIANCE -4 HOURS $ 252
ORIGINAL 1.5.1.1 Teller Branch Manager Meeting 14May02 / 8AM 14May02 / 10AM Subtotal: 24 $ 494
Manager 8 2 16 $ 19 $ 304
REVISED 1.5.1.1 Teller Branch Manager Meeting 13May02 / 9AM 13May02 / 11AM Subtotal: 21 $ 371
Manager 8 1.5 12 $ 19 $ 228
3Com Digital Projector 1 1.5 1.5 $ 120 $ 180
Quart Portable Presentation Screen 1 1.5 1.5 $ 50 $ 75
SCHEDULE/COST VARIANCE -0.5 HOUR $ (124)

COMPRESSED SCHEDULE

ORIGINAL 1.5.2.1 FSR Branch Manager Meeting 14May02 / 8AM 14May02 / 10AM Subtotal: 24 $ 494
Manager 8 2 16 $ 19 $ 304
REVISED 1.5.2.1 FSR Branch Manager Meeting 13May02 / 9AM 13May02 / 11AM Subtotal: 21 $ 371
Manager 8 1.5 12 $ 19 $ 228
ORIGINAL 1.5.1.2 Teller Branch Meeting 14May02 / 10AM 14May02 / 2PM Subtotal: 45 $ 633
Head Teller 11 3 33 $ 13 $ 429
REVISED 1.5.1.2 Teller Branch Meeting 13May02 / 11AM 13May02 / 2PM Subtotal: 45 $ 422
Head Teller 11 2 22 $ 13 $ 286
3Com Digital Projector 1 2 2 $ 120 $ 240
Quart Portable Presentation Screen 1 2 2 $ 50 $ 100
SCHEDULE/COST VARIANCE -1 HOUR $ (211)
ORIGINAL 1.5.2.2 FSR Branch Meeting 14May02 / 10AM 14May02 / 2PM Subtotal: 45 $ 633
Head Teller 11 3 33 $ 13 $ 429
REVISED 1.5.2.2 FSR Branch Meeting 13May02 / 11AM 13May02 / 2PM Subtotal: 45 $ 422
Head Teller 11 2 22 $ 13 $ 286

Compressed Project Schedule Matthew J. Kinne
Assignment G
Activity Table
1 0. Branch Network Restructuring Project 6.25 days Mon 5/6/02 Mon 5/13/02 0 days 0 days
2 Project Start 0 hrs Mon 5/6/02 Mon 5/6/02 0 hrs 0 hrs 5
3 1.1 Branch Network Definition 1.38 days Mon 5/6/02 Tue 5/7/02 0 days 0 days
4 1.1.1 Bank Goals 1 day Mon 5/6/02 Mon 5/6/02 0 days 0 days
5 1.1.1.1 Mission Statement 4 hrs Mon 5/6/02 Mon 5/6/02 0 hrs 0 hrs 2 6
6 1.1.1.2 Strategic Plan 4 hrs Mon 5/6/02 Mon 5/6/02 0 hrs 0 hrs 5 8,9
7 1.1.2 Strategic Alignment 0.38 days Tue 5/7/02 Tue 5/7/02 0 days 0 days
8 1.1.2.1 Teller Position 3 hrs Tue 5/7/02 Tue 5/7/02 0 hrs 0 hrs 6 12,13,14,15,16,18,17
9 1.1.2.2 FSR Position 3 hrs Tue 5/7/02 Tue 5/7/02 0 hrs 0 hrs 6 20,21,22,23,24,26,25
10 1.2 Positions Analysis 0.5 days Tue 5/7/02 Tue 5/7/02 0 days 0 days
11 1.2.1 Teller Position Analysis 0.5 days Tue 5/7/02 Tue 5/7/02 0 days 0 days
19 1.2.2 FRS Position Analysis 0.5 days Tue 5/7/02 Tue 5/7/02 0 days 0 days
27 1.3 Solution Design 3.31 days Tue 5/7/02 Fri 5/10/02 0 days 0 days
28 1.3.1 Teller Solution Design 3.31 days Tue 5/7/02 Fri 5/10/02 0 days 0 days
29 1.3.1.1 Hierarchy 6.5 hrs Tue 5/7/02 Wed 5/8/02 0 hrs 0 hrs 12,13,14,15,16,17,18 31,33,42
30 1.3.1.2 Incentives 6.5 hrs Tue 5/7/02 Wed 5/8/02 0 hrs 0 hrs 12,13,14,15,16,17,18 31,33,42
31 1.3.1.3 Job Descriptions 12 hrs Wed 5/8/02 Thu 5/9/02 0 hrs 0 hrs 29,30 32,33,42
32 1.3.1.4 Pay Scale 2 hrs Thu 5/9/02 Thu 5/9/02 6 hrs 6 hrs 31 42
33 1.3.1.5 Advancement Requirements 8 hrs Thu 5/9/02 Fri 5/10/02 0 hrs 0 hrs 29,30,31 42
34 1.3.2 FSR Solution Design 3.31 days Tue 5/7/02 Fri 5/10/02 0 days 0 days
35 1.3.2.1 Hierarchy 6.5 hrs Tue 5/7/02 Wed 5/8/02 0 hrs 0 hrs 20,21,22,23,24,25,26 37,39,47
36 1.3.2.2 Incentives 6.5 hrs Tue 5/7/02 Wed 5/8/02 0 hrs 0 hrs 20,21,22,23,24,25,26 37,39,47
37 1.3.2.3 Job Descriptions 12 hrs Wed 5/8/02 Thu 5/9/02 0 hrs 0 hrs 35,36 38,39,47
Compressed Project Schedule Matthew J. Kinne
Assignment G
Activity Table
38 1.3.2.4 Pay Scale 2 hrs Thu 5/9/02 Thu 5/9/02 6 hrs 6 hrs 37 47
39 1.3.2.5 Advancement Requirements 8 hrs Thu 5/9/02 Fri 5/10/02 0 hrs 0 hrs 35,36,37 47
40 1.4 Restructuring Approval Documents 0.5 days Fri 5/10/02 Mon 5/13/02 0 days 0 days
41 1.4.1 Teller Restructuring Approval Document 0.5 days Fri 5/10/02 Mon 5/13/02 0 days 0 days
42 1.4.1.1 RBM Committee Approval Document 1 hr Fri 5/10/02 Fri 5/10/02 0 hrs 0 hrs 29,30,31,32,33 43
43 1.4.1.2 VP BA Approval Document 1 hr Fri 5/10/02 Fri 5/10/02 0 hrs 0 hrs 42 44
44 1.4.1.3 EVP BA Approval Document 1 hr Fri 5/10/02 Mon 5/13/02 0 hrs 0 hrs 43 45
46 1.4.2 FSR Restructuring Approval Document 0.5 days Fri 5/10/02 Mon 5/13/02 0 days 0 days
47 1.4.2.1 RBM Committee Approval Document 1 hr Fri 5/10/02 Fri 5/10/02 0 hrs 0 hrs 35,36,37,38,39 48
48 1.4.2.2 VP BA Approval Document 1 hr Fri 5/10/02 Fri 5/10/02 0 hrs 0 hrs 47 49
49 1.4.2.3 EVP BA Approval Document 1 hr Fri 5/10/02 Mon 5/13/02 0 hrs 0 hrs 48 50
51 1.5 Restructuring Implementation Program 0.56 days Mon 5/13/02 Mon 5/13/02 0 days 0 days
52 1.5.1 Teller Position Restructuring Implementation Program 0.44 days Mon 5/13/02 Mon 5/13/02 0 days 0 days
53 1.5.1.1 Branch Manager Meeting 1.5 hrs Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 45 54
54 1.5.1.2 Branch Meeting 2 hrs Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 53 58
55 1.5.2 FSR Restructuring Implementation Program 0.44 days Mon 5/13/02 Mon 5/13/02 0 days 0 days
56 1.5.2.1 Branch Manager Meeting 1.5 hrs Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 50 57
57 1.5.2.2 Branch Meeting 2 hrs Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 56 58
58 1.5.3 Board of Directors Report 1 hr Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 57,54 59
59 Project Finish 0 hrs Mon 5/13/02 Mon 5/13/02 0 hrs 0 hrs 58
Project Scope Modifications
Impact on Duration, Effort, and Cost
Changed
Left to Right Original Changed Original Total Total Effort Net Original
Sequential % Complete % Scope Duration (in Duration (in Net Impact Effort in in Worker- Impact on Cost New Cost Net Impact
DWBS # and Description Numbering (Assign. H) Change hours) hours) on Duration Worker-hours hours Effort Estimate Estimate on Cost
1.1.1.1 Mission Statement 1 47% 7% 4 4.28 0.28 24 25.68 1.68 $ 2,160 $ 2,311 $ 151
1.1.1.2 Strategic Plan 2 47% 7% 4 4.28 0.28 24 25.68 1.68 $ 2,160 $ 2,311 $ 151
1.1.2.1 Teller Position 3 47% 15% 4 4.6 0.6 20 23 3 $ 468 $ 538 $ 70
1.1.2.2 FSR Position 4 47% -15% 4 3.4 -0.6 20 17 -3 $ 468 $ 398 $ (70)
1.2.1.1 Incumbent Interviews 5 47% 7% 4 4.28 0.28 44 47.08 3.08 $ 548 $ 586 $ 38
1.2.1.2 Management Interviews 6 47% 7% 4 4.28 0.28 28 29.96 1.96 $ 592 $ 633 $ 41
1.2.1.3 Monitoring Reports 7 47% 35% 2 2.7 0.7 6 8.1 2.1 $ 150 $ 203 $ 53
1.2.1.4 Performance Reviews 8 47% 7% 4 4.28 0.28 12 12.84 0.84 $ 312 $ 334 $ 22
1.2.1.5 Job Descriptions 9 47% 7% 4 4.28 0.28 12 12.84 0.84 $ 312 $ 334 $ 22
1.2.1.6.1 Responsibility Requirements 10 47% 7% 2 2.14 0.14 6 6.42 0.42 $ 156 $ 167 $ 11
1.2.2.1 Incumbent Interviews 11 43% 7% 4 4.28 0.28 20 21.4 1.4 $ 300 $ 321 $ 21
1.2.2.2 Management Interviews 12 43% 7% 4 4.28 0.28 28 29.96 1.96 $ 592 $ 633 $ 41
1.2.2.3 Monitoring Reports 13 43% 15% 2 2.3 0.3 6 6.9 0.9 $ 150 $ 173 $ 23
1.2.2.4 Performance Reviews 14 43% -15% 4 3.4 -0.6 12 10.2 -1.8 $ 312 $ 265 $ (47)
1.2.2.5 Job Descriptions 15 43% 7% 4 4.28 0.28 12 12.84 0.84 $ 312 $ 334 $ 22
1.2.2.6.1 Responsibility Requirements 16 43% 7% 2 2.14 0.14 6 6.42 0.42 $ 156 $ 167 $ 11
1.3.1.1 Hierarchy 17 43% 35% 8 10.8 2.8 40 54 14 $ 936 $ 1,264 $ 328
1.3.1.2 Incentives 18 43% 7% 8 8.56 0.56 40 42.8 2.8 $ 936 $ 1,002 $ 66
1.3.1.3 Job Descriptions 21 40% 7% 12 12.84 0.84 60 64.2 4.2 $ 1,404 $ 1,502 $ 98
1.3.1.4 Pay Scale 23 40% 15% 2 2.3 0.3 10 11.5 1.5 $ 234 $ 269 $ 35
1.3.1.5 Advancement Requirements 24 40% -15% 8 6.8 -1.2 40 34 -6 $ 936 $ 796 $ (140)
1.3.2.1 Hierarchy 19 43% 7% 8 8.56 0.56 40 42.8 2.8 $ 936 $ 1,002 $ 66
1.3.2.2 Incentives 20 43% 7% 8 8.56 0.56 40 42.8 2.8 $ 936 $ 1,002 $ 66
1.3.2.3 Job Descriptions 22 40% 7% 12 12.84 0.84 60 64.2 4.2 $ 1,404 $ 1,502 $ 98
1.3.2.4 Pay Scale 25 40% 7% 2 2.14 0.14 10 10.7 0.7 $ 234 $ 250 $ 16
1.3.2.5 Advancement Requirements 26 40% 7% 8 8.56 0.56 40 42.8 2.8 $ 936 $ 1,002 $ 66
1.4.1.1 RBM Committee Approval Document 27 40% 35% 1 1.35 0.35 6 8.1 2.1 $ 119 $ 161 $ 42
1.4.1.2 VP BA Approval Document 29 40% 7% 1 1.07 0.07 3 3.21 0.21 $ 66 $ 71 $ 5
1.4.1.3 EVP BA Approval Document 31 30% 7% 1 1.07 0.07 3 3.21 0.21 $ 105 $ 112 $ 7
1.4.1.4 HR Approval Document 33 30% 15% 1 1.15 0.15 3 3.45 0.45 $ 72 $ 83 $ 11
1.4.2.1 RBM Committee Approval Document 28 40% 7% 1 1.07 0.07 6 6.42 0.42 $ 119 $ 127 $ 8
1.4.2.2 VP BA Approval Document 30 40% 7% 1 1.07 0.07 3 3.21 0.21 $ 66 $ 71 $ 5
1.4.2.3 EVP BA Approval Document 32 30% 7% 1 1.07 0.07 3 3.21 0.21 $ 105 $ 112 $ 7
1.4.2.4 HR Approval Document 34 30% -15% 1 0.85 -0.15 3 2.55 -0.45 $ 72 $ 61 $ (11)
1.5.1.1 Branch Manager Meeting 35 30% 7% 2 2.14 0.14 24 25.68 1.68 $ 494 $ 529 $ 35
1.5.1.2 Branch Meeting 37 30% 35% 3 4.05 1.05 45 60.75 15.75 $ 633 $ 855 $ 222
1.5.2.1 Branch Manager Meeting 36 30% 7% 2 2.14 0.14 24 25.68 1.68 $ 494 $ 529 $ 35
1.5.2.2 Branch Meeting 38 30% 7% 3 3.21 0.21 45 48.15 3.15 $ 669 $ 716 $ 47
1.5.3 Board of Directors Report 39 30% 7% 1 1.07 0.07 18 19.26 1.26 $ 3,140 $ 3,360 $ 220
Totals: 151 162.47 11.47 846 919 73 $ 24,194 $ 26,083 $ 1,889
Impact on Schedule Matthew J. Kinne
Assignment I
ID Task Name Duration Work Start Finish

1 0. Branch Network Restructuring Project 6.85 days 931.83 hrs Mon 5/6/02 Tue 5/14/02
2 Project Start 0 hrs 0 hrs Mon 5/6/02 Mon 5/6/02
3 1.1 Branch Network Definition 1.58 days 91.37 hrs Mon 5/6/02 Tue 5/7/02
4 1.1.1 Bank Goals 1.03 days 51.37 hrs Mon 5/6/02 Tue 5/7/02
5 1.1.1.1 Mission Statement 4.28 hrs 25.68 hrs Mon 5/6/02 Mon 5/6/02
6 1.1.1.2 Strategic Plan 4.28 hrs 25.68 hrs Mon 5/6/02 Tue 5/7/02
7 1.1.2 Strategic Alignment 0.58 days 40 hrs Tue 5/7/02 Tue 5/7/02
8 1.1.2.1 Teller Position 4.6 hrs 23 hrs Tue 5/7/02 Tue 5/7/02
9 1.1.2.2 FSR Position 3.4 hrs 17 hrs Tue 5/7/02 Tue 5/7/02
10 1.2 Positions Analysis 0.54 days 217.8 hrs Tue 5/7/02 Wed 5/8/02
11 1.2.1 Teller Position Analysis 0.54 days 123.67 hrs Tue 5/7/02 Wed 5/8/02
12 1.2.1.1 Incumbent Interviews 4.28 hrs 47.08 hrs Tue 5/7/02 Wed 5/8/02
13 1.2.1.2 Management Interviews 4.28 hrs 29.97 hrs Tue 5/7/02 Wed 5/8/02
14 1.2.1.3 Monitoring Reports 2.7 hrs 8.1 hrs Tue 5/7/02 Tue 5/7/02
15 1.2.1.4 Performance Reviews 4.28 hrs 12.83 hrs Tue 5/7/02 Wed 5/8/02
16 1.2.1.5 Job Descriptions 4.28 hrs 12.83 hrs Tue 5/7/02 Wed 5/8/02
17 1.2.1.6 Pay Scale 0.27 days 12.83 hrs Tue 5/7/02 Tue 5/7/02
18 1.2.1.6.1 Responsibility Requirements 2.14 hrs 6.42 hrs Tue 5/7/02 Tue 5/7/02
19 1.2.2 FRS Position Analysis 0.54 days 94.13 hrs Tue 5/7/02 Wed 5/8/02
20 1.2.2.1 Incumbent Interviews 4.28 hrs 21.4 hrs Tue 5/7/02 Wed 5/8/02
21 1.2.2.2 Management Interviews 4.28 hrs 29.97 hrs Tue 5/7/02 Wed 5/8/02
22 1.2.2.3 Monitoring Reports 2.3 hrs 6.9 hrs Tue 5/7/02 Tue 5/7/02
23 1.2.2.4 Performance Reviews 3.4 hrs 10.2 hrs Tue 5/7/02 Tue 5/7/02
24 1.2.2.5 Job Descriptions 4.28 hrs 12.83 hrs Tue 5/7/02 Wed 5/8/02
25 1.2.2.6 Pay Scale 0.27 days 12.83 hrs Tue 5/7/02 Tue 5/7/02
26 1.2.2.6.1 Responsibility Requirements 2.14 hrs 6.42 hrs Tue 5/7/02 Tue 5/7/02
27 1.3 Solution Design 3.57 days 409.8 hrs Wed 5/8/02 Mon 5/13/02
28 1.3.1 Teller Solution Design 3.35 days 206.5 hrs Wed 5/8/02 Mon 5/13/02
29 1.3.1.1 Hierarchy 10.8 hrs 54 hrs Wed 5/8/02 Thu 5/9/02
30 1.3.1.2 Incentives 8.56 hrs 42.8 hrs Wed 5/8/02 Thu 5/9/02
31 1.3.1.3 Job Descriptions 12.84 hrs 64.2 hrs Thu 5/9/02 Fri 5/10/02
32 1.3.1.4 Pay Scale 2.3 hrs 11.5 hrs Fri 5/10/02 Fri 5/10/02
33 1.3.1.5 Advancement Requirements 6.8 hrs 34 hrs Fri 5/10/02 Mon 5/13/02
34 1.3.2 FSR Solution Design 3.57 days 203.3 hrs Wed 5/8/02 Mon 5/13/02
35 1.3.2.1 Hierarchy 8.56 hrs 42.8 hrs Wed 5/8/02 Thu 5/9/02
36 1.3.2.2 Incentives 8.56 hrs 42.8 hrs Wed 5/8/02 Thu 5/9/02
37 1.3.2.3 Job Descriptions 12.84 hrs 64.2 hrs Thu 5/9/02 Fri 5/10/02
38 1.3.2.4 Pay Scale 2.14 hrs 10.7 hrs Fri 5/10/02 Fri 5/10/02
39 1.3.2.5 Advancement Requirements 8.56 hrs 42.8 hrs Fri 5/10/02 Mon 5/13/02
40 1.4 Restructuring Approval Documents 0.52 days 33.37 hrs Mon 5/13/02 Tue 5/14/02
41 1.4.1 Teller Restructuring Approval Document 0.52 days 17.97 hrs Mon 5/13/02 Tue 5/14/02
42 1.4.1.1 RBM Committee Approval Document 1.35 hrs 8.1 hrs Mon 5/13/02 Mon 5/13/02
43 1.4.1.2 VP BA Approval Document 1.07 hrs 3.22 hrs Mon 5/13/02 Mon 5/13/02
44 1.4.1.3 EVP BA Approval Document 1.07 hrs 3.22 hrs Mon 5/13/02 Mon 5/13/02
45 1.4.1.4 HR Approval Document 1.15 hrs 3.45 hrs Mon 5/13/02 Tue 5/14/02
46 1.4.2 FSR Restructuring Approval Document 0.48 days 15.38 hrs Mon 5/13/02 Mon 5/13/02
47 1.4.2.1 RBM Committee Approval Document 1.07 hrs 6.42 hrs Mon 5/13/02 Mon 5/13/02
48 1.4.2.2 VP BA Approval Document 1.07 hrs 3.22 hrs Mon 5/13/02 Mon 5/13/02
49 1.4.2.3 EVP BA Approval Document 1.07 hrs 3.22 hrs Mon 5/13/02 Mon 5/13/02
50 1.4.2.4 HR Approval Document 0.85 hrs 2.55 hrs Mon 5/13/02 Mon 5/13/02
Impact on Schedule Matthew J. Kinne
Assignment I
ID Task Name Duration Work Start Finish

51 1.5 Restructuring Implementation Program 0.85 days 179.52 hrs Tue 5/14/02 Tue 5/14/02
52 1.5.1 Teller Position Restructuring Implementation Program 0.76 days 86.43 hrs Tue 5/14/02 Tue 5/14/02
53 1.5.1.1 Branch Manager Meeting 2.14 hrs 25.68 hrs Tue 5/14/02 Tue 5/14/02
54 1.5.1.2 Branch Meeting 4.05 hrs 60.75 hrs Tue 5/14/02 Tue 5/14/02
55 1.5.2 FSR Restructuring Implementation Program 0.65 days 73.83 hrs Tue 5/14/02 Tue 5/14/02
56 1.5.2.1 Branch Manager Meeting 2.14 hrs 25.68 hrs Tue 5/14/02 Tue 5/14/02
57 1.5.2.2 Branch Meeting 3.21 hrs 48.15 hrs Tue 5/14/02 Tue 5/14/02
58 1.5.3 Board of Directors Report 1.07 hrs 19.27 hrs Tue 5/14/02 Tue 5/14/02
59 Project Finish 0 hrs 0 hrs Tue 5/14/02 Tue 5/14/02
COST MODIFICATIONS
Cost of Total Revised

Remaining Cost of Net Change to Budgeted Cost
Left to Right Budgeted Actual Cost of Work PRIOR Remaining Budgeted Cost Estimate
Sequential % Complete % Cost Cost of Work Work To Cost Work AFTER of Work (includes portion
DWBS # and Description Numbering (Assign. H) Change Scheduled Performed Changes Cost Changes Remaining of actual cost)
1.1.1.1 Mission Statement 1 47% 11% $ 2,160 $ 1,017 $ 1,143 $ 1,269 $ 125.73 $ 2,286
1.1.1.2 Strategic Plan 2 47% 11% $ 2,160 $ 1,017 $ 1,143 $ 1,269 $ 125.73 $ 2,286
1.1.2.1 Teller Position 3 47% 11% $ 468 $ 220 $ 248 $ 275 $ 27.24 $ 495
1.1.2.2 FSR Position 4 47% 11% $ 468 $ 220 $ 248 $ 275 $ 27.24 $ 495
1.2.1.1 Incumbent Interviews 5 47% 11% $ 548 $ 408 $ 140 $ 155 $ 15.40 $ 563
1.2.1.2 Management Interviews 6 47% 11% $ 592 $ 376 $ 216 $ 240 $ 23.76 $ 616
1.2.1.3 Monitoring Reports 7 47% 11% $ 150 $ 71 $ 79 $ 87 $ 8.66 $ 159
1.2.1.4 Performance Reviews 8 47% 11% $ 312 $ 147 $ 165 $ 183 $ 18.16 $ 330
1.2.1.5 Job Descriptions 9 47% 11% $ 312 $ 147 $ 165 $ 183 $ 18.16 $ 330
1.2.1.6.1 Responsibility Requirements 10 47% 11% $ 156 $ 74 $ 82 $ 91 $ 9.01 $ 165
1.2.2.1 Incumbent Interviews 11 43% 7% $ 300 $ 189 $ 111 $ 119 $ 7.77 $ 308
1.2.2.2 Management Interviews 12 43% 7% $ 592 $ 352 $ 240 $ 257 $ 16.80 $ 609
1.2.2.3 Monitoring Reports 13 43% 7% $ 150 $ 65 $ 85 $ 91 $ 5.95 $ 156
1.2.2.4 Performance Reviews 14 43% 7% $ 312 $ 135 $ 177 $ 189 $ 12.38 $ 324
1.2.2.5 Job Descriptions 15 43% 7% $ 312 $ 135 $ 177 $ 189 $ 12.38 $ 324
1.2.2.6.1 Responsibility Requirements 16 43% 7% $ 156 $ 68 $ 88 $ 95 $ 6.19 $ 162
1.3.1.1 Hierarchy 17 43% 7% $ 936 $ 404 $ 532 $ 570 $ 37.26 $ 973
1.3.1.2 Incentives 18 43% 7% $ 936 $ 358 $ 578 $ 618 $ 40.46 $ 976
1.3.1.3 Job Descriptions 21 40% -1% $ 1,404 $ 602 $ 802 $ 794 $ (8.02) $ 1,396
1.3.1.4 Pay Scale 23 40% -1% $ 234 $ 94 $ 140 $ 139 $ (1.40) $ 233
1.3.1.5 Advancement Requirements 24 40% -1% $ 936 $ 374 $ 562 $ 556 $ (5.62) $ 930
1.3.2.1 Hierarchy 19 43% 7% $ 936 $ 404 $ 532 $ 570 $ 37.26 $ 973
1.3.2.2 Incentives 20 43% 7% $ 936 $ 358 $ 578 $ 618 $ 40.46 $ 976
1.3.2.3 Job Descriptions 22 40% -1% $ 1,404 $ 602 $ 802 $ 794 $ (8.02) $ 1,396
1.3.2.4 Pay Scale 25 40% -1% $ 234 $ 94 $ 140 $ 139 $ (1.40) $ 233
1.3.2.5 Advancement Requirements 26 40% -1% $ 936 $ 374 $ 562 $ 556 $ (5.62) $ 930
1.4.1.1 RBM Committee Approval Document 27 40% -1% $ 119 $ 48 $ 71 $ 71 $ (0.71) $ 118
1.4.1.2 VP BA Approval Document 29 40% -1% $ 66 $ 26 $ 40 $ 39 $ (0.40) $ 66
1.4.1.3 EVP BA Approval Document 31 30% 3% $ 105 $ 32 $ 74 $ 76 $ 2.21 $ 107
1.4.1.4 HR Approval Document 33 30% 3% $ 72 $ 22 $ 50 $ 52 $ 1.51 $ 74
1.4.2.1 RBM Committee Approval Document 28 40% -1% $ 119 $ 48 $ 71 $ 71 $ (0.71) $ 118
1.4.2.2 VP BA Approval Document 30 40% -1% $ 66 $ 26 $ 40 $ 39 $ (0.40) $ 66
1.4.2.3 EVP BA Approval Document 32 30% 3% $ 105 $ 32 $ 74 $ 76 $ 2.21 $ 107
1.4.2.4 HR Approval Document 34 30% 3% $ 72 $ 22 $ 50 $ 52 $ 1.51 $ 74
1.5.1.1 Branch Manager Meeting 35 30% 3% $ 494 $ 148 $ 346 $ 356 $ 10.37 $ 504
1.5.1.2 Branch Meeting 37 30% 3% $ 633 $ 190 $ 443 $ 456 $ 13.29 $ 646
1.5.2.1 Branch Manager Meeting 36 30% 3% $ 494 $ 148 $ 346 $ 356 $ 10.37 $ 504
1.5.2.2 Branch Meeting 38 30% 3% $ 669 $ 201 $ 468 $ 482 $ 14.05 $ 683
1.5.3 Board of Directors Report 39 30% 3% $ 3,140 $ 942 $ 2,198 $ 2,264 $ 65.94 $ 3,206
Totals: $ 24,194 $ 10,188 $ 14,006 $ 14,711 $ 705 $ 24,899
MODIFIED PROJECT COSTS

ORIGINAL 1.5.1.1 Teller Branch Manager Meeting 14May02 / 8AM 14May02 / 10AM Subtotal: 24 $ 494
Manager 8 2 16 $ 19 $ 304
REVISED 1.5.1.1 Teller Branch Manager Meeting 13May02 / 9AM 13May02 / 11AM Subtotal: 21 $ 371
Manager 8 1.5 12 $ 19 $ 228
ORIGINAL 1.5.2.1 FSR Branch Manager Meeting 14May02 / 8AM 14May02 / 10AM Subtotal: 24 $ 494
Manager 8 2 16 $ 19 $ 304
REVISED 1.5.2.1 FSR Branch Manager Meeting 13May02 / 9AM 13May02 / 11AM Subtotal: 21 $ 371
Manager 8 1.5 12 $ 19 $ 228
ORIGINAL 1.5.1.2 Teller Branch Meeting 14May02 / 10AM 14May02 / 2PM Subtotal: 45 $ 633
Head Teller 11 3 33 $ 13 $ 429
REVISED 1.5.1.2 Teller Branch Meeting 13May02 / 11AM 13May02 / 2PM Subtotal: 45 $ 422
Head Teller 11 2 22 $ 13 $ 286
ORIGINAL 1.5.2.2 FSR Branch Meeting 14May02 / 10AM 14May02 / 2PM Subtotal: 45 $ 633
Head Teller 11 3 33 $ 13 $ 429
REVISED 1.5.2.2 FSR Branch Meeting 13May02 / 11AM 13May02 / 2PM Subtotal: 45 $ 422
Head Teller 11 2 22 $ 13 $ 286
Total $ (669)

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PROJECT

Bank – Branch Administration

SECTION II – WBS ANNOTATIONS

Branch Network Restructuring Project

PROJECT’S OBJECTIVES STATEMENT

0 Branch Network Restructuring Project

1.1.1.1 Mission Statement Document prepared by senior management identifying the

1.1.2.2 FSR Position Document identifying FSR's role in bank's strategy

1.2.1.1 Incumbent Interviews Document summarizing results of interviews with current

1.2.1.6.1 Responsibility Document identifying Teller position responsibilities as

1.2.2.1 Incumbent Interviews Document summarizing results of interviews with current

1.2.2.7 Responsibility Requirements Document identifying FSR position responsibilities as

1.3 Solution Design Document proposing solutions to branch network issues

1.3.1.3 Job Descriptions Document proposing new Teller job description

1.3.1.4 Pay Scale Document proposing new Teller pay scale

1.3.2.3 Job Descriptions Document proposing new FSR job description

1.3.2.4 Pay Scale Document proposing new Teller pay scale

Branch Network Restructuring Project

Berkshire Bank – Branch Administration

Branch Network Restructuring Project

1.1.1.2 Strategic Plan Subtotal: 24 $ 2,160

1.1.2 Strategic Alignment Level 2 Total: 40 $ 936

1.1.2.2 FSR Position Subtotal: 20 $ 468

1.2 Positions Analysis Level 1 Total: 204 $ 4,204

1.2.1.2 Management Interviews Subtotal: 28 $ 592

1.2.1.4 Performance Reviews Subtotal: 12 $ 312

1.2.1.5 Job Descriptions Subtotal: 12 $ 312

1.2.1.6 Pay Scale Subtotal: 6 $ 156

1.2.1.6.1 Responsibility Requirements Subtotal: 6 $ 156

1.2.2 FSR Position Analysis Level 2 Total: 90 $ 1,978

1.2.2.2 Management Interviews Subtotal: 28 $ 592

1.2.2.3 Monitoring Reports Subtotal: 6 $ 150

1.2.2.4 Performance Reviews Subtotal: 12 $ 312

1.2.2.5 Job Descriptions Subtotal: 12 $ 312

1.2.2.6 Pay Scale Subtotal: 6 $ 156

1.2.2.6.1 Responsibility Requirements Subtotal: 6 $ 156

1.3 Solution Design Level 1 Total: 380 $ 8,892

1.3.1.2 Incentives Subtotal: 40 $ 936

1.3.1.3 Job Descriptions Subtotal: 60 $ 1,404

1.3.1.4 Pay Scale Subtotal: 10 $ 234

1.3.1.5 Advancement Requirements Subtotal: 40 $ 936

1.3.2 FSR Solution Design Level 2 Total: 190 $ 4,446

1.3.2.2 Incentives Subtotal: 40 $ 936

1.3.2.3 Job Descriptions Subtotal: 60 $ 1,404

1.3.2.5 Advancement Requirements Subtotal: 40 $ 936

1.4 Restructuring Approval Documents Level 1Total: 30 $ 724

1.4.1.2 VP BA Approval Document Subtotal: 3 $ 66

1.4.1.3 EVP BA Approval Document Subtotal: 3 $ 105

1.4.1.4 HR Approval Document Subtotal: 3 $ 72

1.4.2 FSR Restructuring Approval Documents 15 $ 362

1.4.2.2 VP BA Approval Document Subtotal: 3 $ 66

1.4.2.3 EVP BA Approval Document Subtotal: 3 $ 105

1.5 Restructuring Implementation Program Level 1Total: 156 $ 5,430

1.5.1.2 Branch Meeting Subtotal: 45 $ 633

1.5.2 FSR Position Restructuring Implementation Level 2 Total: 69 $ 1,163

1.5.2.2 Branch Meeting Subtotal: 45 $ 669

Branch Network Restructuring Project

Branch Network Restructuring Project

1.1 Branch Network Definition $ 5,256 21.45%

Branch Network Restructuring Project

Branch Network Restructuring Project

Branch Network Restructuring Project

$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00