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Marketing and the Work Breakdown Structure

Marketing professionals want to generate proposals that leverage data from past projects, such as project descriptions and the credentials of people who worked on the account or project. Your work breakdown structure should support these needs.

Marketing professionals need to be able to:

  • Use existing project data stored for project management or accounting purposes. Typically, the marketing professional must work with an established work breakdown structure that contains more detail than they need. The marketer must be able to extract needed data from the existing structure.
  • Create new promotional projects for use by marketing only. They can do the following:
    • Create a one-level work breakdown structure for every project or every marketable piece of work.
    • Break a large project down into smaller components (or phases and tasks), creating multiple levels of work breakdown structure. Then market the work done on separate components while still maintaining the relationship of the components. For example, if your enterprise built the entire John Hancock Center building but you want to market the gift shop inside as a separate project, you can create a work breakdown structure that allows you to save the entire project as the John Hancock Center, and save one of the components (or phases) as the gift shop.

Marketing Requirements

Your marketing staff has the following requirements of a work breakdown structure:
  • Summarized data that highlights the most successful and most attractive aspects of past projects, including descriptions and lists of experienced personnel who worked on projects.
  • Easy creation of proposals from stored data.
  • For projects that both accounting and marketing use, the ability to retrieve and report on information at a detail or summary level of the work breakdown structure.
Your marketing staff does not want the following:
  • The level of detail required by project management and accounting.
  • The constraints of a complex or detailed work breakdown structure that requires a high learning curve and time-consuming data entry.