Project Management for Consulting Engagements

Engagement Planning

Work Breakdown Structure (WBS)

• Define all deliverables from business objective down to discrete work packages
• Structure by workstream or phase to enable parallel workstreams
• Assign ownership and effort estimates (days/weeks) to each package
• Ensure no overlapping scope and complete coverage

Workstream Definition

• Group related activities by functional area (e.g., Finance, Operations, Technology)
• Define workstream lead, core team, and governance
• Establish workstream-specific milestones and success criteria
• Map dependencies between workstreams to sequence activities