#UX and #design friends, we need to talk about estimating. I'd like to share some advice that's come up 3 times this week, in hopes it's useful. And it's echoed, by the way, in the BUSINESS OF UX course @EliNatoli and I are teaching at my UX 365 Academy (link at the end).

(1/12)

Avoiding wars with clients is a matter of how you structure your engagements, along with how you spell out what you're doing in your proposals/contracts. That starts with estimating.

The biggest 2 rules I follow are these:

(2/12)
1. I do not EVER estimate a project in full from start-to-finish.

2. Once we're past initial Discovery (see below), I estimate in small chunks, e.g. "here's what will take us to the next iteration/review."

(3/12)
NEVER estimate past the point where you may get new information based on a build/test cycle.

Believe me when I say that you'll be wrong every time. Ask me how I know ;-)

(4/12)
So instead, first, I estimate a Consult/Discovery part that details what I think we need to do to get a handle on what's actually wrong here, and how long that will take.

For example...

(5/12)
...every client I have agrees to a time span, either me working directly with their team or me evaluating what they have and speaking with them. That is all pure fact-finding, nothing more. Getting the lay of the land (including politically).

(6/12)
There are no deliverables other than a summary of

(1) What I think is wrong, and

(2) What I suggest they do next, with or without me.

There's no scope for them to adjust, in other words. Nothing to change their minds about.

(7/12)
"I'm giving you X days/weeks, and at the end of that I'll tell you what I see."

Once I get past that, if they need me to advise on design/dev for an iteration, I chunk that out as a timeframe as well. X weeks with X review points, and those reviews are specified.

(8/12)
1 full day onsite, a 3-hour ZOOM session, etc. I don't ever estimate past a single iteration cycle or sprint, because there are too many unknowns, too many opportunities for them to second guess and change their minds about what they want to do.

(9/12)
This keeps the emphasis on the span of time instead of the tactical work at hand. If I give them a cost for 3 weeks, that figure reflects the distinct possibility that I may or may not spend 8 hours a day every day of those 3 weeks.

(10/12)
Whether I do or don't is irrelevant; I'm saying to them, "if you want my undivided attention for X weeks, here's what that costs."
You have to base your estimates on the only thing you can CONTROL, which is the TIME you spend.

Estimating tasks is a losing proposition.

(11/12)
You limit your risk by charging appropriately for that time — all of it. And you're also not inviting debates about how long something should or shouldn't take.

I hope that's helpful, and again — there's a LOT more where that came from here: https://t.co/s5JuUZnIEo

(12/12)

More from Tech

The YouTube algorithm that I helped build in 2011 still recommends the flat earth theory by the *hundreds of millions*. This investigation by @RawStory shows some of the real-life consequences of this badly designed AI.


This spring at SxSW, @SusanWojcicki promised "Wikipedia snippets" on debated videos. But they didn't put them on flat earth videos, and instead @YouTube is promoting merchandising such as "NASA lies - Never Trust a Snake". 2/


A few example of flat earth videos that were promoted by YouTube #today:
https://t.co/TumQiX2tlj 3/

https://t.co/uAORIJ5BYX 4/

https://t.co/yOGZ0pLfHG 5/

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और उन्होनें ब्रह्मविद्या का ज्ञान अश्विनि कुमारों को दे दिया। गुप्तचरों के माध्यम से जब खबर इन्द्रदेव तक पहुंची तो वे क्रोध में खड़ग ले कर गए और महर्षि दधीचि का सर धड़ से अलग कर दिया।मगर अश्विनी कुमार भी कहां चुप बैठने वाले थे।उन्होने तुरंत एक अश्व का सिर महर्षि के धड़ पे...


...प्रत्यारोपित कर उन्हें जीवित रख लिया।उस दिन के पश्चात महर्षि दधीचि अश्वशिरा भी कहलाए जाने लगे।अब आगे सुनिये की किस प्रकार महर्षि दधीचि का सर काटने वाले इन्द्र कैसे अपनी रक्षा हेतु उनके आगे गिड़गिड़ाए ।

एक बार देवराज इन्द्र अपनी सभा में बैठे थे, तो उन्हे खुद पर अभिमान हो आया।


वे सोचने लगे कि हम तीनों लोकों के स्वामी हैं। ब्राह्मण हमें यज्ञ में आहुति देते हैं और हमारी उपासना करते हैं। फिर हम सामान्य ब्राह्मण बृहस्पति से क्यों डरते हैं ?उनके आने पर क्यों खड़े हो जाते हैं?वे तो हमारी जीविका से पलते हैं। देवर्षि बृहस्पति देवताओं के गुरु थे।

अभिमान के कारण ऋषि बृहस्पति के पधारने पर न तो इन्द्र ही खड़े हुए और न ही अन्य देवों को खड़े होने दिया।देवगुरु बृहस्पति इन्द्र का ये कठोर दुर्व्यवहार देख कर चुप चाप वहां से लौट गए।कुछ देर पश्चात जब देवराज का मद उतरा तो उन्हे अपनी गलती का एहसास हुआ।