Estimation Process #

It’s essential to discuss the estimation process during onboarding to understand how it’s handled for each project. Different projects might have varying estimation methods. Below are some commonly encountered practices:

Grooming #

We ensure that the necessary grooming is done, and the required details are added to the Implementation details Jira field. The Technical Lead (TL) can be consulted if guidance on the approach is needed. Adding implementation details helps the client understand where the hours will be utilized.

Estimation Templates #

Use the master estimate sheet template and follow the instructions provided in the sheet for tickets that might be a CR requiring more than a week’s effort. The team can raise a request or suggest feedback or invite a call to discuss any challenges, which will help revise the estimation sheet iteratively. Add estimates in internal and bug tickets as well and get those reviewed by the TL. Add a link and a screenshot of the estimation sheet on the respective ticket. The screenshot is important as it will help us identify any changes done later to the estimations. We also use the CDM ticket estimation template only for ticket-level estimation.

The next steps will be estimation verification and approval.