Artifacts >
Project Management Artifact Set >
Work Order
Artifact:
Work Order
Work Order
The work
order is the Project Manager's means of communicating what is to be done, and
when, to the responsible staff. It becomes an internal contract between the
Project Manager and those assigned responsibility for completion.
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Purpose
At the completion of iteration planning, or whenever a change is needed, the
Project Manager uses the work order to turn planning into action. The work order
is a negotiated agreement between the Project Manager and the staff to perform a
particular activity, or set of activities, under a
defined schedule and with certain deliverables, effort, and resource constraints.
Brief Outline
1. Identification
Uniquely identifies the project and the work order.
2. Work Breakdown Structure (WBS) identification
Identifies the work package (in the project plan) associated with this work
order. Effort expended on this work order will be allocated to this work
package for tracking.
3. Responsibility
Organizational positions responsible for fulfilling the work order.
4. Associated Change Requests
References to Change Requests that are associated with this work order
(those that were the stimulus for it or those that will be fixed
coincidentally).
5. Schedule
The schedule covers the estimated start and completion dates, and the
critical path completion
date.
6. Effort and other resources
Addresses the staff-hours, total and over time, as well as other resource budgets;
for example, development
environment time, test environment time.
7. Description of work and expected outputs
Describes what is to be done and what is to be produced—references the
Unified Process for EDUcation description of the activities to be performed and
artifacts to be produced, or the development case, as appropriate.
8. Indication of agreement between Project Manager and responsible
staff
The work order should be signed and dated by the holder of the responsible
position (usually a team leader) and the Project Manager.
Timing
Work orders may be issued any time the Project Manager needs to initiate
work on the project. Usually this occurs at the beginning of an iteration
(after iteration planning) and whenever an approved Change Request is passed to
the Project Manager for action. The Project Manager may also use the work order
to initiate problem and issue resolution work for which no Change Request is
required (because it falls within the discretionary authority of the Project
Manager).
Responsibility
The Role: Project Manager is
responsible for the work order.
Tailoring
The work order is the mechanism by which the Project Manager communicates
plans to project members. On small projects this could be as simple as
discussing a plan on a whiteboard and then confirming agreements through e-mail.
On large, very structured projects perhaps some form of automated activity
management is used, where the Project Manager injects formal directions that appear to the team members in to-do lists (maybe with some protocol for
agreement).
Another option is to use an automated change request management system,
extended so that all work on a project (not just defects) is described in
change requests, and the directions to perform work are implemented as actions
(through, say email, or through an integration with an automated activity
management system) that are triggered by state changes in the change request
management process.
Artifacts >
Project Management Artifact Set >
Work Order
