Assignment : Using the work WBS(work breakdown structure) Company: XYZ Consulting is a 100-person consulting company that specializes in data...

Assignment: Using the work WBS(work breakdown structure) 

Company: XYZ Consulting is a 100-person consulting company that specializes in data management, data governance, and BI. They are a 10 year old company having difficulties understanding how to estimate future revenue and costs.

I need assigned as the PM, I have a business analyst and technical resource assigned to my team. The BA is brand new to the company and the technical resource is currently part of 4 project teams. The project has high visibility and importance to the CEO. He wants to do periodic check-ins and treat this like an Agile project.

Timeline: 6 months

Key Stakeholders: CEO, controller, consulting lead

What I am Looking t: A forecasting and budget tool that outlines both income and costs for 6 months by month.

Income Inputs

·        Existing business by month

·        New business/sales by Month

Cost Inputs

·        Number of resources, two types: senior and junior

·        Resource hiring and attrition

·        Training expense

·        Meals and entertainment

General Requirements

·        Dashboard

·        Dynamic - can change an input and everything changes

·        Tied to company metrics

·        Allows us to understand who we hire, type, comp level, what can we afford, and impact to budget

·        What if one month is off

·        What if/scenario planning

·        Integrated with time tracking and financial systems

·        Accounts for historical trends and seasonality