Estimate Software Delivery With Confidence

Commit to achievable software releases by grounding realistic expectations.


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An ineffective estimation practice will lead to:

  • Unrealistic and unachievable delivery expectations with the business.
  • Distrust between the delivery team and stakeholders, which leads to gaming and inflating estimates.
  • Estimates that do not accommodate key risks and assumptions, jeopardizing the successful delivery.

A collaborative, data-driven, and analytical estimation practice can:

  • Produce estimates that support and provide insights for key business and delivery decisions.
  • Establish reasonable estimation variation tolerances with stakeholders.
  • Justify team estimates by clarifying the scope of the backlog item.

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Module 1: Set the Context

The Purpose

  • Discuss the decisions that estimates will help make.
  • Level set estimation expectations by clarifying what they can and cannot do.
  • Review the current state of your estimation practice.

Key Benefits Achieved

  • Grounded understanding of estimation that is accepted by all audiences and stakeholders.
  • Identification of whether estimation practices are the root cause of estimation challenges or a symptom of a different issue.

Activities: Outputs:
1.1 Define estimation expectations.
  • Estimation expectations
1.2 Reveal your root cause challenges.
  • Root causes of estimation challenges

Module 2: Build Your Estimation Practice

The Purpose

  • Discuss the estimation and planning practices used in the industry.
  • Define the appropriate tactics to use to make key business and delivery decisions.
  • Simulate the tactics to verify and validate their fit with your teams.

Key Benefits Achieved

  • Knowledge of good practices that can improve the effectiveness of your estimates and plans.
  • Practice using new tactics.

Activities: Outputs:
2.1 Ground estimation fundamentals.
  • Estimation glossary and guiding principles
2.2 Strengthen your analysis tactics.
  • Defined analysis tactics
2.3 Strengthen your estimation tactics.
  • Defined estimation and consensus-building tactics
2.4 Commit and communicate delivery.
  • Defined commitment and communication tactics
2.5 Simulate your target state planning and estimation tactics.
  • Lessons learned

Module 3: Define Your Optimization Roadmap

The Purpose

  • Review the scope and achievability of your improved estimation and planning practice.

Key Benefits Achieved

  • Realistic and achievable estimation optimization roadmap.

Activities: Outputs:
3.1 Mature your estimation practice.
  • Estimation optimization roadmap
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