Tuning Effort for Best in Class Analysis and Design

After reading Best Projects/Worst Projects in the QSM IT Almanac, a SLIM-Estimate^® user noted that the Best in Class Projects expended around 28% of their total project effort in analysis and design (SLIM Phase II) compared to 10% for the Worst in Class Projects. She wanted to know how she could tune her SLIM-Estimate templates to build in the typical best in class standard for Analysis and Design.

In SLIM-Estimate, effort and duration for phases I and II are calculated as a percentage of Phase III time and effort. To create a template for estimating phases II and III that will automatically allocate 28% of total project effort to analysis and design (Phase II), follow these simple steps.

• From the Estimate menu, select Solution Assumptions.  Make sure the “Include” check boxes for Phases II and III are selected.  Then click on the Phase Tuning tab.
• Click on the tab for Phase II.  (If you have previously customized the phase names, the default name for Phase II will reflect that).
• Click on the Manual button under Effort, and enter 28% for the effort percent.

That’s it. Your estimates based on this template will now automatically allocate 28% of total project effort to Analysis and Design (Phase II).

This procedure assumes that your estimates will be for SLIM Phases II and III, which, we have found, is the typical scope for most project estimates. However, if your estimates include Phases I and/or IV, you may have to increase the effort percent a bit to achieve the desired result.

One final note.  Estimating and planning a project with the percentage of effort found in the Best Projects does not guarantee that it will be a Best Project. What it will do is assure that you have provided adequately for the up-front project activities any project needs to succeed. Conversely, shortchanging Analysis and Design almost guarantees that you will encounter problems down the line.

Take the SLIM-Estimate Product Tour or find more tips and tricks on our SLIM FAQs.