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The art
(and science) of
software estimation
Otto Coster
Van Lanschot Kempen
• Why is it so hard?
• Common pitfalls
• The estimation game
• Proven methods
• Becoming better at estimation
The hardest part of
software development?
Hofstadter’s Law: “It always takes longer than
you expect, even when you take into account
Hofstadter’s Law.”
Why is it so hard?
Known knowns
• Tapped knowledge
• Requirements
Known unknowns
• Risks
Unknown knowns
• Untapped knowledge
Unknown unknowns
• New software features
Common pitfalls
The estimation
game
Task A
Estimate: 3 points
Team has done already ten times in
the past
Task B
Estimate: 3 points
Never done before, or it has unclear
interdependencies
What estimates actually are:
they are not single numbers
but big blobby things with
uncertainties, assumptions,
and constraints
8x 2 point stories
vs.
2x 8 point story
Proven methods
Breaking things
down
Balancing
refinement and
development
Estimate too low?
Poker points
are relative
0
1
2
3
4
5
6
7
8
9
1 2 3 5 8
0
5
10
15
20
25
30
35
40
1 2 3 5 8 13 21 34
Use anchor stories
• Define a 1, 5 and 13 point story
• Relate (or categorize) every story to these
anchors
Conducting a
premortem
Excersise
A private banking
customer wants to
buy some
Lockheed Martin
stock options via
Van Lanschot
Kempen.
How can it fail?
Restricted stock
Not enough balance
eXimius is down
Bankview is down
Wrong type of investment account
No rights to order online
No rights to order options
Does not fit in the customer’s risk profile
VLK doesn’t offer the stock anymore
Stock exchange is closed
Estimating better
• Do a premortem when refining
• Break things down
• Estimate further up the hill
• If you are early on the hill:
• Add more points for uncertainty
• OR spent more time on refinement
• Use anchor stories
• Expand your Fibonacci range
Estimating better
• Look beyond just the code
• Testing risks
• Remember test environment unavailability or test data issues
• New technology risks
• Integration risks
• Tech debt / refactoring risks
• Non-functional requirements
• Performance, security, availability
Estimating better
• Push the scariest work uphill first
• Recognize your own biases: what do you generally underestimate?
• When is it really Done?
• Agile cycle: define new user stories with findings
Thank you

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The art (and science) of software estimation - Otto Coster