Goals
Produce estimates that make sense even with incomplete requirements, and a mandate that makes explicit what is included, what is not, on which assumptions and with which responsibilities.
Who it is for
Project managers, account managers, producers, sales leads, anyone who builds proposals and work plans.
What we cover
- From request to scope of work
- Assumptions, included activities, items to be verified, quality criteria
- Estimating with incomplete requirements, and when to update the estimate
- Timing, effort and revisions: reading them together
- The accountability chain: from handoffs to estimates to complete
- Handling scope changes
Format and duration
1 theory session of 4 hours with an exercise; optional 4-hour workshop on a live proposal.
What the team keeps
A project mandate canvas and an estimating checklist.