Copy of Estimating_Template

7/30/2019 Copy of Estimating_Template

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Estimating template guidelines

Start with "the Costs number" provided in the Business Case during Phase 0

Project Costs as def ined in the Busin ess Case template instruct ions are:

. any costs related to completing this project including: development costs,

software costs, hardware costs, etc. as wel l as ongoing su pport cos ts.

As a starting point, apportion the cost dollars across the Phases of the project. (Tops Down estimate)

Further breakdown the phases of the project into a task/activity list for each phase.

Estimate the effort & costs for the project against the task/activity list (see the "effort" tab)(Consider the fol lowing areas in est imat ing your s oftware development (or upgrade) project :)

Development Effort - (time*rate) by resource type, by project phase, by task/activity

Hardware Costs

Software Costs

Networks

On-going support Costs

Admin costs (above typical overhead)

For increased accuracy, re-estimate the project using a bottoms up approach and reconcile the major differencesbetween the Top down and the Bottoms up estimates.(Whenever possible seek an independent validation of the

estimate before providing it to your Client.)

Document the risks assessed and assumptions made that support the estimate.

The various tabs in this workbook are intended as aids in estimating I.S. projects.

Please note the various sample tables, and estimating checklists, used throughout the workbook are intended as

guidel ines or examples for po tent ia l tables to be used for indiv idu al projects. In many cases, exper ienced

Project Managers wi l l h ave far more sop hist icated tables that wi l l bet ter serve the project . These should

def in i te ly be subst i tuted for the table in the work book . Where the Project Manager does no t have such an in st rument ,

the workbo ok tables might serve as a base for what is needed for the project being est imated.

The colors and markings in this workbook have the following meanings. Green Cells = Calculated Numbers

Gray Cells = numbers or fields to be supplied by template user.

Other colors/patterns have no meaning other than formatting

See the estimating Workbook presentation for information on how to use the estimating tabs.


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Pre-estimate checklist

Pre-estimate checklist:

Project Process Yes Nonot

necessary

Requirements

Are the Project Requirements clearly documented and Understood? X

(by both I.S. and the Client?)

Is the criteria for meeting each requirement defined? XAre the Project Requirements Baselined (Under change control)? XIs there a "Client approved" plan for Requirements changes? XHas a Requirements Traceability Matrix been developed? XHave the requirements been validated against the business objectives? XHave you considered all of the processes that must be followed during Xthe project life cycle?Have you considered all of the interfaces that must be adhered to? X

Scoping

Has a Statement of Work (SOW) been reviewed/approved by the Client X

Has the Statement of Work been reviewed by the virtual Xteam partners?Has a Work Breakdown Structure (WBS) been reviewed by the Client XHas the WBS been reviewed by the virtual team partners? X

Risk

Has a formal Risk Assessment been done? X

(including probability, impacts, avoidance & recovery)

Is there an approved Risk Management Plan? XWas a Client representative involved with the Risk Management Plan? XWere appropriate I.S. resources involved in the Risk Management Plan? X

Envi ronments

Is the process for identifying, acquiring, establishing, and verifying the Xenvironment understood and included in the plans for the project?Is the Development environment adequate to support the project? XIs the Operational environment adequate to support the project? X

Staff

Are appropriate staff available for the project? XAre the resources committed to participate in the required activities? X

Is there a training plan to cover deficiencies? X


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Project Assumptions

Replace this sheet with a "Project Assumptions" sheet.

ALWAYS include a complete description of the assumptions and dependencies that

support the estimate.

Assumptions

Estimating usually involves making assumptions. It is important to record theseassumptions. As the project progresses, the estimating assumptions should bereviewed and revised. To whatever degree possible, the project's scope definitionshould be included in the assumptions.

Assumptions can be recorded using a format similar to the following:

Assumption A description of the assumption.

The part of the project to which this assumption applies. For

Applicability example, the assumption may apply to the whole project, or to justa stage, such as Business Process Redesign.

Status Indicates whether the assumption is still valid.

Resolution Describes the resolution of any issues highlighted by the

assumption, if applicable.

The est imat ing assumptions can be com bined with schedul ing assumption s.


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Project Est imate Summary

Department name Pro jec t name/Number

Projec t Manager Name, PM Date

Effort -$

Hardware -$

Software -$

NetWorks -$

On-going support -$

Admin costs not in overhead -$

Sub Total -$

Risk -$ Project Risk Factor

Change -$ Project Change Factor

Total (includes Risk & Change) -$

169784041.xls.ms_office 9/5/2013 1:42 AM


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Total "Effort est imate" 0

Project Name/Num ber ______________Project Manager ________

Date __________

Project

Activity/TaskID (#)

Project Activity/Task name/descriptionResource

type

Resource

Quantity (bytype) *

rate perhour

Effort

hoursrequired

estimated

effort cost(sub total)

Remarks

-$

ota -


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Resource type estimatednot

estimated * Resource type estimate checklist:

IS Project Team

Project Manager XProject Leader XAnalyst X

Programmer XTester XDocumentation XThird Party Prime (e.g. EPIC, Origin, BaaN) X

BaaN Core Program Interface Prime XIntegration Partners Core XIntegration Partner Non-Core X

IS Support Funct ions

New Product Introduction (NPI) Prime XDBA XProcessing Services Prime XDesktop Prime XNetworking Services Prime XVendor Management Prime XDeployment Prime X

Captive Office Prime XFunctional Design Expert XDetail Design Expert X

IS Other

Configuration Management Prime X

Client Manager XInternal Audit XQuality Assurance Prime X

Product Prime XProgram Office Prime XRelease Manager X

Client

Client Prime XDEM Prime XProcess Prime X


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Indirect Indirect estimate checklist:Subject Matter Experts from Client Organizations XSubject Matter Experts from other IS depts. XEmployee Advisory Committees XClient Advisory Committee XVendor Management XUserid AdministrationData Standards Forum XData Management XArchitecture XCore Baan Program interface organization XIntegration Testing X

Item estimatednot

estimated * Project support estimate checklist:Database Administration XResource Management XVerification and Validation XConfiguration Management XQuality Assurance/Facilitation XElectronic Data Interchange XNew Product Introduction XProduct Management XCore Baan Program Interfaces XNetworking and Computing XProcessing Services XFinance XApplication Modifications - vendor XThird Party Suppliers(e.g. EPIC, Baan, Origin) XIS Skills Development X3rd party warranty support vs contracted support. Xcomputer operations support Xoutsourced support XLevel-1/Level-2 support X


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Total "Hardware Cost estim ate" 0

Sample table

Server Hardware Price per

unitQuantity Total Supporting information

for development -$

for test -$for training -$for production -$

Total (Server) -$

Desktop Hardware Price per


for development -$

for test -$for training -$for production -$Total (Server) -$

-$

Hardware estimate checklist:

Item estimatedno

estimated *

Cpu Hardware XServers XModem X

x raor nary power supp yneedsBackup Systems XDisaster Recovery Systems XAdditional Memory XProcessing Services XDisk Storage XTape Backup XUPS XSwitching devices XRouters XRacks X

Local taxes Xshipping, handling(delivery) Xinstallation X


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Total "Softw are Cost est im ate" -$

Sample table

Server Software Price per


for development -$for test -$for training -$for production -$Total (Server) -$

Desktop Software Price perunit

Quantity Total Supporting information

for development -$for test -$for training -$for production -$Total (Server) -$

-$

Software estimate checklist:

Item estimatednot

estimated *

Application Licenses XSecurity (Nortel.Access) XRDBMS Licences XProject specific Software tools XApplication Mods - vendor XAny costs that this project must bear Xto decommission Legacy SystemsArchiving XCommunication SW (e.g. MQ Series) XUserid Administration X

also include: XThe number of licenses XAny installation costs XS&H costs Xsupport costs X


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Total "Network Cost est im ate" -$

Server

Network needs

Price per


for development -$

for test -$for training -$

for production -$Total (Server) -$

DesktopNetwork needs

Price perunit

Quantity Total Supporting information

for development -$for test -$

for training -$for production -$

Total (Server) -$

-$

Network estimate checklist:

Item estimatednot

estimated *

LAN XWAN XRouters XDial-up Lines XDedicated lines XSatellite XPorts XPhones XControllers XSwitches XSW licenses XSetting up Access (e.g. Secure ID) X

Other security Firewall, etc. XProcessing Services

(estimate 15-20% of the hardware costs per annum) X


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Total " On-going suppo rt est imate" -$

On-Going support items 0 Supporting information

Disaster RecoveryDepreciation costs

-$

"On-going" support estimate checklist:

Item estimatednot estimated

*

Level-1/L-2 support (Level of service - Platinum, Gold, Silver, Bronze)New user setup XPassword/User ID restores XArchiving of data XEmergency Recovery XData integrity issues XRegular Job scheduling XAd-hoc production job scheduling requests XReport generation & Elimination XProcedures Clarification X

Ticket Status Updates XScheduled maintenance XRecovery from failed job XInformation flow monitoring XStandard Backups (non-Mac or PC) XSystem Availability Monitoring & Correction XSystem Recovery XDisk space management (non-Mac or PC) XBasis Security Services and Precautions XRoot Cause Analysis XProblem Resolution XLiason with DBA, Networks, Local I/S XPatch Maintenance XTime Zone Coverage XMultiple Site Support X

Client - Support Communication XSite to Site Communication XLevel - 3 Support (above items plus):

Bug fixes XTest Environment Costs X

Pre-Implementation Support:Product Support during SIT/BIT/NIT Testing X

Release Strategy Support:Bug and Enhancements XImplementation XCustomization X


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"On-going" support estimate checklist: (cont'd)

Item estimatednot estimated

*

GES Renderings:Job scheduling XScheduled maintenance XStandard Backups (non-Mac or PC) XSystem Availability Monitoring & Correction XOS Patch Maintenance X

DBA:Back-up XScheduled maintenance XDB Availability Monitoring & Correction XDB Patch Maintenance X

Network management:Back-up XScheduled maintenance XNW Availability Monitoring & Correction XNW Patch Maintenance X

Hardware, Storage (DASD), etc. (requirements for near & long-term)Lease Penalties

Disaster RecoveryDepreciation costs


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Total est imate for -$

Adm in costs not in overhead

Sample table

Admin items Supporting information

Travel

Facilities(real estate)etc.

-$

"Admin costs not in Overhead" estimate checklist:

Item estimatednot

estimated *

Conferences XInternal or external X

Face to Face meetings X

Audio/Video teleconferences XInternal Audit X

Quality Assurance

extraordinary Communications XPrinting (e.g. manuals, training material) XProject Website development and maintenance XUse of Learning Institute X

Administration support X

Marketing XElectrical work Xnetwork connections Xlighting Xfurniture Xspecial Air conditioning XTeam recognition/celebration X


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Risk & Change

The following is provided as a basic template that may be used in the

analysis and documentation of project risks:

Probability of Occurrence Impact Planned Action

Risknumber Activity/Requirement low medium high low medium high no action type of action

Risweig

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