Resources for my session on early estimating

As part of my session A Method for Getting Early Estimates Right at DrupalCon CPH, DrupalCamp Austin, Drupal DevDays Brussels and DrupalCon Chicago, I've made the example requirements and the resulting estimation sheet available. You can also find the slides from DrupalCon Chicago as a PDF or view them on SlideShare.

Video recording

Here's the video recording of the session in Chicago: http://www.archive.org/details/getting_early_estimates_right

Example requirements

I've prepared example requirements to be used in the session. These requirements are for a hypothetical link directory site to be moved to Drupal.

From: johndoe@awesomecoolwebsites.com To: You Subject: Link directory on Drupal

Hey,

We're looking into moving our site awesomecoolwebsites.com to drupal and wonder how much it would cost. We would like to get rid of the proprietary software we use and have more flexibility. Drupal seems to be the best choice for us.

Our site is a link directory where people with awesomely cool sites can post links to their sites. The directory is divided into categories and people can pay for premium exposure. We also have something called "link of the day" which costs $50 and puts a link to your site on the front page.

The site has a blog where we post updates and business articles on a regular basis. This blog is written by several people and they can only be able to edit their own blog posts. Though they should be able to add other users who can edit their posts so that they can cooperate on a post.

We're not planning on migrating content but we're offshoring the work and all old links will be added manually. We want to tag content too and we think it's best to migrate manually and do the tagging at the same time.

It's important that it's super easy to post new links and comment on blog posts. When you add a link you get a user account. Unless you have one already. Also, administrators must be able to approve links posted. Admins should get an email when links are added so they can go and check. We want captcha so that automated postings are prevented.

When you buy a premium link you pay with credit card, we have a processor for this and drupal needs to integrate with them. It's important that users feel super safe when submitting links. For this reason the whole submit process must be over secure connection.

We plan on launching the new drupalized site in the next six months.

Looking forward to your quote.

Sincerely,

John Website Manager

Estimation sheet

I've also estimated the "link directory" requirements and made the estimates available as a Google Docs spreadsheet so you can see the formulas used:

You need to be logged into your Google Account and Google Docs in order to make a copy (File > Make a copy...) of this sheet! Downloading the sheet as XLS does not result in a sheet that works like the Google Docs version.

Version 3: http://bit.ly/estimationsheet3

See also the Excel version by Sue Mildrum.

Version 1 (from DrupalCon CPH): http://bit.ly/estimationsheet

Estimation sheet template

This is a Google Docs template you can use to create new estimation sheets. It has all the formulas ready. Make sure to customize the sheet locale, rates, currency and uncertainty factors to match your project.

http://bit.ly/estimationtemplate3

Books

These are the two books I recommend to anyone curious about software estimation:

Comments

Gäst

i just read the slides and i can tell ill use this everytime
thank you very much

James

Tack för denna pre-konferens material, är det mycket användbart.
fndtn357 on d.o.

Kate

Not sure if anyone else has had this issue but the downloads available (thank you!!) give me errors when I open them in Excel or Numbers. It strips the formula in EDoE, Low and High columns so I can't actually utilize the worksheet. Any advice on this at all?? Thanks a TON - loved the session at DrupalCon Chicago and LOVE this spreadsheet!

Kate

Not sure if anyone else has had this issue but the downloads available (thank you!!) give me errors when I open them in Excel or Numbers. It strips the formula in EDoE, Low and High columns so I can't actually utilize the worksheet. Any advice on this at all?? Thanks a TON - loved the session at DrupalCon Chicago and LOVE this spreadsheet!

Alex

Google Docs won't let us Make a copy... and the downloaded Excel version doesn't work either. Great presentation at Drupalcon Chicago!

Sue

I also loved this presentation in Chicago and have told several people to watch the video. I'm about to estimate a new job and would love to use these spreadsheets! I am having the same issue as Kate above and am unable to open in Excel or Open Office.

I may have found an issue with a couple of the formulas. The sums of the Low (I27) and the High (J27) estimates sum the rows 3 - 12. I think you meant to sum rows 3-21.

Again, thank you for such a detailed and explicit presentation. It was one of my favorite at DrupalCon.

Jakob Persson

Thanks, good catch! Fixed now.

dkingofpa

For people getting #NAME and #VALUE errors in excel:

When you download the excel version from google docs, it doesn't actually update the formulas to use excel's function names. Google docs uses CONCAT and EQ function names. However, Excel uses CONCATENATE and the '=' character for this functionality. Once I updated the formulas, those errors went away.

latulipeblanche

Jakob, this is the video and article I was looking for for longtime. As a small, one person agency I found it difficult to make estimats for projects and even more in the beginning when you do not realy know what problems you can face during the project.

I've got a question about the "after-the-estimating" . I'm always struggling with, how to make the offer. Is it a good thing to go into the detail or just giving the global explication to the client.
A client isn't (maybe ??) interested in the amount he pays for deploying, testing or project Management, is he ? He wants to know what he pays.

What is your or NodeOne's (or other peoples) opinion about "how detailed" must an offer be towards a client ?

dkingofpa

Jakob, could you explain the reasoning behind and benefit of having both a feature ID and internal feature reference ID? It may just be the example spreadsheet, but these would appear to always be the same number? Thanks!

Ryan

You guys are my heroes! I thought your series on Vimeo was incredible, but the spreadsheets and adjustments have clarified a whole lot for me in like 30 minutes lol Thanks NodeOne!

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