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What?
• Quick run over the client brief to ensure
everyone is on the same page, and there's no
new requirements.
Why?
• KPI’s
• Overall acceptance criteria not in KPI’s
• Any examples or similar projects?
Gather?
• Take top line ‘epics’, initial ideas
• Work with stakeholders to create smaller user stories
(not formal user story workshop, but more a way to
really elicit as many requirements as possible)
• Try to elicit as many specifics as possible i.e ‘certain
locations – which locations exactly as they may not
have good 3G’
• For each ‘story’ briefly discuss what success looks like /
acceptance criteria etc.
• Risk mitigation.
• Take the opportunity to add additional ideas
Estimate
• Make top line assumptions around requirements
for initial cost estimate
• Take the general requirements, and if possible
from experience come up with an approach,
focussing on each user story / epic / single
requirement if required, suggest potential
platforms (such as punchtab for gamification,
titanium for mobile build).
• Propose ballparks costs if possible else discuss
with team.
Usuals
• Estimated traffic and hosting
• Testing percentage
• Tech oversight percentage
Next steps
• Client sign of on estimate and rough proposal
-> full scoping and refined estimate and
technical approach.

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Flow

  • 1. What? • Quick run over the client brief to ensure everyone is on the same page, and there's no new requirements.
  • 2. Why? • KPI’s • Overall acceptance criteria not in KPI’s • Any examples or similar projects?
  • 3. Gather? • Take top line ‘epics’, initial ideas • Work with stakeholders to create smaller user stories (not formal user story workshop, but more a way to really elicit as many requirements as possible) • Try to elicit as many specifics as possible i.e ‘certain locations – which locations exactly as they may not have good 3G’ • For each ‘story’ briefly discuss what success looks like / acceptance criteria etc. • Risk mitigation. • Take the opportunity to add additional ideas
  • 4. Estimate • Make top line assumptions around requirements for initial cost estimate • Take the general requirements, and if possible from experience come up with an approach, focussing on each user story / epic / single requirement if required, suggest potential platforms (such as punchtab for gamification, titanium for mobile build). • Propose ballparks costs if possible else discuss with team.
  • 5. Usuals • Estimated traffic and hosting • Testing percentage • Tech oversight percentage
  • 6. Next steps • Client sign of on estimate and rough proposal -> full scoping and refined estimate and technical approach.