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Book Description

Estimating software development often produces more angst than value, but it doesn't have to. Identify the needs behind estimate requests and determine how to meet those needs simply and easily. Choose estimation techniques based on current needs and available information, gaining benefit while reducing cost and effort. Detect bad assumptions that might sink your project if you don't adjust your plans. Discover what to do when an estimate is wrong, how to recover, and how to use that knowledge for future planning. Learn to communicate about estimates in a healthy and productive way, maximizing advantage to the organization and minimizing damage to the people.

In a world where most developers hate estimation and most managers fear disappointment with the results, there is hope for both. It requires giving up some widely held misconceptions. Let go of the notion that "an estimate is an estimate" and estimate for the particular need you, and your organization, have. Realize that estimates have a limited shelf-life, and reestimate frequently if it's important. When reality differs from your estimate, don't lament; mine that disappointment for the gold that can be the longer-term jackpot.

Estimate in comparison to past experience, by modeling the work mathematically, or a hybrid of both. Learn strategies for effective decomposition of work and aspects of the work that likely affect your estimates. Hedge your bets by comparing the results of different approaches. Find out what to do when an estimate proves wrong. And they will. They're estimates, after all. You'll discover that you can use estimates to warn you of danger so you can take appropriate action in time. Learn some crucial techniques to understand and communicate with those who need to understand.

Address both the technical and sociological aspects of estimation, and you'll help your organization achieve its desired goals with less drama and more benefit.

What You Need:

No software needed, just your past experience and concern for the outcomes.

Table of Contents

  1.  Acknowledgements
  2.  Introduction
    1. Benefit of Headlights
    2. Beyond Story Points and Planning Poker
    3. Definitions
    4. Who This Book Is For
    5. Goal of This Book
    6. What’s in This Book
    7. Conventions Used
    8. Now It’s Your Turn
  3. 1. Starting Something New
    1. When You’re Asked to Estimate Something New
    2. Case: Developing a Fixed-Price Bid
    3. Case: Is This Worth Starting?
    4. Case: Can We Make This Work?
    5. Case: What Should We Budget?
    6. Case: Which of These Should We Choose?
    7. Case: A Mixture of Questions
    8. Stepping Back for a Broader View
    9. Now It’s Your Turn
  4. 2. Comparison-Based Estimation
    1. Comparison to Past Experience
    2. Memory vs. Recorded Data
    3. Aspects to Compare
    4. Gestalt Estimation
    5. Decomposition
    6. Estimating the Unknown
    7. Stepping Back for a Broader View
    8. Now It’s Your Turn
  5. 3. Decomposition for Estimation
    1. Which Way to Slice?
    2. Decomposing by Phase
    3. Decomposing by Implementation
    4. Decomposing by Functionality
    5. User Stories
    6. Decomposition Decisions
    7. A Large Number of Small Parts
    8. A Small Number of Large Parts
    9. Affinity Estimation
    10. Ordering the Parts
    11. Multi-Level Decomposition
    12. Comparing Big Items with Small Ones
    13. Decomposition Gotchas
    14. Stepping Back for a Broader View
    15. Now It’s Your Turn
  6. 4. Checking Progress
    1. Getting Things Done
    2. Detecting Progress
    3. What to Measure
    4. Visualizing Progress
    5. Showing Value for the Money
    6. Efficiency and Effectiveness
    7. Optimization
    8. Are We Going Fast Enough?
    9. Pushing Our Limits
    10. Situational Awareness
    11. Stepping Back for a Broader View
    12. Now It’s Your Turn
  7. 5. Model-Based Estimation
    1. Modeling the Size
    2. Modeling the Rate
    3. Unavoidable Subjectivity
    4. The Linear Model Approach
    5. Advanced Linear Model Techniques
    6. The Parametric Model Approach
    7. The Stochastic Model Approach
    8. Comparison-Model Hybrid
    9. Stepping Back for a Broader View
    10. Now It’s Your Turn
  8. 6. Estimating Milestones
    1. Deadlines
    2. Early Release
    3. Coordination with Others
    4. Evaluating and Changing Plans
    5. Stepping Back for a Broader View
    6. Now It’s Your Turn
  9. 7. When Estimates and Actuals Differ
    1. Driving Up Costs
    2. Salvaging the Situation
    3. Learning from the Situation
    4. Stepping Back for a Broader View
    5. Now It’s Your Turn
  10. 8. Planning for Incorrect Predictions
    1. Seeking Out Information
    2. Setting Traps for Information
    3. Avoid Traps for the Unwary
    4. Stepping Back for a Broader View
    5. Now It’s Your Turn
  11. 9. When People Clash
    1. It Starts So Innocently
    2. How It Goes Wrong
    3. Understanding Human Behavior
    4. Imagine a Better Situation
    5. Retraining Ourselves
    6. Tools for Better Understanding
    7. Stepping Back for a Broader View
    8. Now It’s Your Turn
    9. Conclusion
  12.  Bibliography
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