HYBRID?
A Little Bit OF This, A Little Bit Of That…
AGILE?
Kanban - Scrum - No Estimates - Sprints - Backlogs
WATERFALL?
Milestones - Dependencies
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AGILE
• Collaboration
• Iteration
• Focused
• Not driven by deadlines
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WATERFALL
• Step-by-step
• Silos
• Milestone and deadline driven
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HYBRID
• Collaboration
• Accounts for stakeholders
• Iteration
• Not driven by deadlines
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CHOOSE
YOUR OWN
ADVENTURE Before you pick a process,
consider:
• Team/talent
• Stakeholders/clients
• Scope
• Deadline
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ESTIMATING &
SCOPING
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IT’S
NOT
EASY
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No content
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SO IF IT’S
NEVER
EXACT,
WHY
ESTIMATE?
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IS THE
PROJECT
WORTH IT?
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DO WE HAVE
THE STAFF TO
DO IT?
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CAN WE GET
A SENSE FOR
HOW LONG IT
WILL TAKE?
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ARE WE
EXCITED
ABOUT THE
PROJECT?
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• Your industry: trends, changes,
innovation
• Your team and their capabilities
• What works/what doesn’t
• History on similar projects
BUT STILL,
YOU HAVE TO
UNDERSTAND
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ASK
QUESTIONS • What is the goal of the project?
• How will you and your client
determine if the project is
successful?
• What returns will you and your
clients see as a result of the project?
• Who will participate from the client
side?
• What range of services does the
project require?
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AND MORE
QUESTIONS • What is your client’s budget for
the project?
• Is there technology involved? If
yes, what is it?
• Does your client employ anyone
with expertise on the topic?
• What is the timeline?
• Will your services be required
after delivery
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DO WE
HAVE THE
STAFF FOR
IT?
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ESTIMATING
TACTICS:
WATERFALL &
HYBRID PROJECTS.
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TALK
ABOUT
THE
PROJECT
BEFORE
YOU START
THROWING
OUT
NUMBERS
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DISSECT THE
PROJECT, ISSUE,
OR FEATURE
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DISCUSS
GOALS
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DISCUSS
TIMELINES +
RESOURCES
NEEDED
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CONSIDER
STAKEHOLDERS
AND PARTNERS
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ESTIMATE
IN THE
OPEN
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NOW START
THINKING ABOUT
STEPS & TASKS
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WORK
BREAKDOWN
STRUCTURE
A method by which you can visually represent the
composition of a project by breaking down all project
stages and aspects into their smallest possible components.
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WORK
BREAKDOWN
STRUCTURE
Source: https://www.makeuseof.com/tag/organize-project-work-breakdown-structure/
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2
3
BUY
Loan approval - 5 days
Make an offer - 2 days
Conduct inspection - 1 day
Settlement - 1 day
MOVE
Hire movers - 1 day
Pack boxes - 5 days
Get new keys - 1 day
Pay movers - 1 day
MOVE - 2 days
1
Total Time: 16 days
SEARCH
Decide on neighborhood - 1 day
Find Realtor - 1 day
Look on realtor.com - 2 days
In-person visits - 12 days
Total Time: 9 days
Total Time: 10 days
WORK BREAKDOWN
STRUCTURE: MOVING
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BREAK
EVERYTHING
DOWN
INTO SUB TASKS
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SEEMS
EASY,
RIGHT?
If you get stuck:
• Don’t be afraid to ask
questions
• Get granular
• Ask colleagues for opinions
• Check project histories
• Remember, it’s just an
estimate!
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ESTIMATING
TACTICS:
AGILE PROJECTS.
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SPRINTS AND
ESTIMATING
STORIES?
ISN’T AGILE
ALL ABOUT…
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IT’S ALL
ABOUT
SETTING
EXPECTATIONS
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FIRST EXPECTATION:
AGILE PROJECTS
REQUIRE DEDICATED
TEAMS
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SECOND EXPECTATION:
ALL WORK IS DONE IN
TIME-BOXED
ITERATIONS
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IN
OTHER
WORDS
How much does it cost
for your whole dedicated
team to work on only one
project for one month?
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WITHOUT THESE
EXPECTATIONS
IN PLACE, YOU WILL
NEVER GET IT RIGHT.
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IT’S
NOT
EASY
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THINGS TO
CONSIDER
• What roles do you need?
• How much time is “full time”?
• Will your team be truly
dedicated?
• Will there be holidays or time
off?
• Is there a blended rate for the
team?
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FIGURE OUT HOW
MANY “SPRINTS” FIT
YOUR PROJECT
SCHEDULE AND ADD
THEM UP.
+ +
+
+ + + +
“Our agile release planning session says the
website redesign project will take 12 sprints,
totaling $240K. Is that estimate in line with
what you’ve budgeted?”
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“Sure, Sir Stakeholder, we can add that
last-minute request. However, the team
says that will take another sprint to
complete it as you’ve requested, so the
change in project cost will be $20k. Can
you authorize the additional budget?”
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“Team, we have to be ruthless about
bugs. Any bug that prevents us from
going live will cost us $20K in an extra
sprint, and you all know our bosses—or
our clients—will not be happy about
that.”
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“I know we are falling behind, but If we
extend the iteration until we feel we are
done, I have no way of forecasting the
financial impact. However, if we simply
extend the project by one extra sprint, I
can tell you it will cost exactly $20K.”
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AGAIN, IT WILL NEVER
BE PERFECT.
BUT HAVING BACKUP
HELPS.
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ESTIMATING TASKS
ON AGILE PROJECTS.
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USER STORIES
As a (ROLE) I want to (DESIRED ACTION)
so I can (WHY I WANT TO DO THIS).
REASONS TO
USE
STORY
POINTS
• Score just the work, not all
the time around it
• No emotional connection to
dates or time
• Allows team members to
score at their own ability
• There is no time tracking
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GENERAL
ESTIMATING
RECOS:
• Estimate as a team
• Develop a shared language
• Create a routine (intake
questionnaire, scoping
sessions, agenda for
discussions)
• Communicate about
expectations around scope
and deadline, and use that to
create estimates
PROJECT
PLANNING
TIPS & TRICKS FOR
WATERFALL &
HYBRID PROJECTS
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A GOOD
PLAN
WILL:
• Communicate major
deliverables
• show the process by which
you will provide deliverables
or features
• Communicate timing and
deadlines
• Show dependencies
• Show roles and assigments
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5
SIMPLE
STEPS TO CREATE
A SOLID
PROJECT
PLAN
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1. RESEARCH &
PRE-PLANNING
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KNOW YOUR
PRODUCT &
STAKEHOLDERS:
Conduct your own research to
dig deeper on:
• Goals/Outcomes
• Partnerships and outlying
dependencies
• Potential issues and risks
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IMPORTANT
FACTORS
TO DISCUSS:
• Product ownership and the
decision making process
• Stakeholder interest/involvement
levels
• Key outages, meetings,
deadlines, and driving factors
• Related or similar projects,
goals, and outcomes
• The best way to communicate
with partners and stakeholders
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ALWAYS KNOW
YOUR TEAM: • Expertise
• Interests
• Collaboration and
communication styles
• Availability and workload
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2. DRAFT
YOUR PLAN
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START
ROUGH
Sketch and consider:
• General process
• Deliverables
• Sign offs/feedback and
iteration plans
• Resourcing
• Deadlines
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No content
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REVIEW
YOUR IDEAS
WITH YOUR TEAM
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3. MOVE IN TO
TEAMGANTT
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LIVE DEMO
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FORMATTING
TIPS
• Break tasks into sections, or
groups of tasks
• Assign tasks to individuals or
groups
• Use notes to clarify tasks
• Add dependencies
• Double-check start and end
dates
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4. PRESENT &
CONFIRM
YOUR PLAN
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REVIEW
THE PLAN AGAIN
WITH YOUR TEAM
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BE SURE TO
DISCUSS
• Review times
• Team work times
• Dependencies
• Time out/off, meetings, milestones
• Final deadline
• Any assumptions you have made
• Major changes since your last talk
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CONFIRM IT.
DELIVER TO
STAKEHOLDERS.
EXPLAIN.
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5. MANAGE &
UPDATE
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PLANS
CHANGE
CONSTANTLY!
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ADAPT TO
CHANGE • Make updates on progress
and changes regularly
• Communicate changes to
your team, partners and
stakeholders
• Communicate risks
SET CLEAR
EXPECTATIONS ABOUT
WHO WILL ATTEND EACH
CEREMONY.
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3. SET
GROUND
RULES
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THINGS TO
CONSIDER:
• Additional stakeholders (and
the weight of their opinions)
• How you will account for
feedback
• How you will keep clients in
the loop regarding risks,
issues, budget
• Launch dates: Beta? Final?
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