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Agile Sizing Techniques

The dataset contains various estimation techniques used in project management, particularly in Agile methodologies. Each entry provides a name of the technique, a brief description, the type of estimation it falls under, its estimation scale, and its typical use case within teams.

  • Technique: The name of the estimation method being described.
  • Description: A brief explanation of how the technique works and its purpose.
  • Type: The classification of the estimation technique, such as consensus-based or statistical.
  • Estimation Scale: The system or scale used for estimating values, like Fibonacci sequence or T-shirt sizes.
  • Use Case: The typical scenarios or contexts in which the estimation technique is applied.

Sample Data

Technique Description Type Estimation Scale Use Case
Story Points Relative sizing of user stories based on complexity and effort Estimation Fibonacci sequence, T-shirt sizes Agile teams estimating backlogs
Planning Poker Consensus-based technique where team members estimate effort using cards Consensus Fibonacci sequence Team estimation during planning meetings
T-Shirt Sizes Assigning sizes like XS, S, M, L, XL to backlog items for relative comparison Relative estimation T-shirt sizes High-level estimation for initial backlog
Dot Voting Team members vote on user stories to prioritize or size them Prioritization Simple dot scoring Team workshops for backlog prioritization
Affinity Estimation Group items based on their size or complexity collaboratively Team Collaboration Custom ranges Teams estimating in groups to build consensus
Bucket System Place items into predefined buckets representing different sizes Categorization Defined buckets (small, medium, large) Quick sizing in large backlogs
Three-Point Estimation Using optimistic, pessimistic, and most likely estimates to calculate averages Statistical Custom (Optimistic, Pessimistic, Most Likely) Detailed estimation for complex tasks
Use Case Points Estimating based on use cases with complexity weights Formal Method Weighted scoring system Complex software projects with defined use cases
Function Point Analysis Measuring size based on functionalities delivered to users Formal Method Function point count Software development where functionality is key
Expert Judgment Relying on experienced team members to estimate effort and complexity Expertise Varies by expert Quick estimates in complex scenarios
Wideband Delphi A group of experts using iterations to refine estimates collaboratively Consensus Custom scales Large projects requiring expert input
Gravel Estimation Using physical items (gravel) to count stories and size them Visual Physical counting Engagement techniques for teams
Use Case Weighting Assigning weights to use cases based on their importance or complexity Prioritization Custom weights Prioritizing work based on strategic importance
Game Planning Using games like Planning Poker or Agile games for estimation fun Engagement Fun scoring Team building while estimating
Kanban Sizing Sizing work items based on the Kanban approach and flow efficiency Flow-based WIP limits as sizing context Continuous flow processes
Relative Sizing Estimating items relative to each other rather than absolute values Relative Comparison Small, medium, large comparisons Simplicity in backlog sizing
Story Mapping Visual representation of user stories mapped to user journeys for sizing Visualization Stages of user journey Clarifying needs and estimating occasion
Moscow Method Prioritizing items into Must have, Should have, Could have, and Won't have Prioritization MoSCoW categories Scarce resources in limited time
Cumulative Flow Diagram Using flow diagrams to visually manage and size work items Visual Management Flow-based metrics Monitoring project health and flow efficiency
IDEAL Estimates IDEAL stands for Impact, Duration, Experience, and Adjustments in estimating Methodical 4 metrics assessment Overall project estimation based on holistic views
Risk-Based Estimate Estimating work based on the assessed risk levels associated with each item Risk Management Custom risk scoring Prioritization in high-risk environments
Backlog Grooming Regularly reviewing and sizing backlog items for relevancy and accuracy Continuous Review Custom sizing scale Keeping backlogs manageable
Velocity Tracking Using velocity from previous sprints to assess capacity for future sprints Historical Performance Average story points per sprint Planning and forecasting in Scrum
Agile Estimation Wheel Physical tool with ranges for fast estimates during discussions Tool-based Ranges on the wheel Quick group estimates in meetings
Estimation Games Leveraging various games to foster engagement and collaborative estimation Engagement Game-based scoring Innovative sessions for team collaboration
Risk Evaluation Matrix Matrix approach for estimating items based on their associated risks Matrix Tool Risk level vs impact Critical projects with high stakes
ICE Score Evaluating items based on Impact, Confidence, and Ease for sizing and prioritization Scoring System Scored 1-10 Prioritization technique for product features
Weighted Shortest Job First Prioritizing work items based on the cost of delay divided by duration Prioritization WSJF score Advanced prioritization for optimal flow
Value-Based Estimation Sizing based on the perceived value each item brings to the customer Value Focused Custom value metrics User-centered development approach
Relative Weighting Assigning weights to user stories based on significance over sheer size Relative Comparison Weighted scales Insightful cross-reference in planning
Feature Points Similar to function points but focuses on features delivered as a means of sizing Functional Feature count Feature-driven development strategies
Scrum Estimation Quiz Interactive quiz for teams to understand and size stories through engagement Engagement Quiz score-based Fun exercise during retrospectives
Specification by Example Sizing based on examples and specifications provided from customers Specification Examples defined Clarity and agreement in requirements gathering
Task Breakdown Breaking larger stories into tasks for detailed sizing Decomposition Task-based breakdown Complex stories needing granular sizing
Velocity Forecasting Establishing expected velocity outcomes based on historical data analysis Historical Performance Estimate growth trends Enhancing forecast accuracy
Team Calibration Sessions Frequent sessions to align team understanding of sizes and complexity Team Collaboration Team-defined calibrations Regular meetings for consistency
Feature Slicing Segmenting stories based on features to get accurate size assessments Feature-oriented Feature slice counts Granular breakdown to reveal true sizes
Estimation Retrospective Reviewing estimation practices post-project to refine future estimates Continuous Improvement Reflection-based metrics Improvement-driven methodology
Value-Adjusted Sizing Adjusting size estimates based on customer value derived from each item Value Centric Value-weighted Maximizing returns on development investments
Work Size Inventory Creating an inventory of task sizes averaged across multiple projects Statistical Analysis Average sizing data Benchmarking across projects
Weighted Estimation Assigning weights based on project attributes (risk, value, duration) Weighted Decision Making Attribute-weighting Data-driven estimation improvement
Feature Size Index Index to represent the size of features using a standard methodology Standardized Index Feature indexing Consistency across product measures
Timeboxing Setting up fixed amounts of time to complete estimation tasks for better sizing sessions Time Management Time constraint adjustments Managing team focus during estimation
Size Thresholds Defining thresholds that govern size categorizations for stories and tasks Threshold-Based Customized thresholds Decision making based on sizes
Sizing Consensus Process Methodology for achieving consensus through several rounds of discussion Consensus Modified Delphi method Dedicated sessions to harmonize size estimates
Value Delivery Estimate Evaluating based on the business value delivered over effort spent Value-Focused Estimate value ratio Customer-focused development processing
Customer Collaboration Sizing influenced by direct feedback and collaboration with customers Customer-Driven Variable feedback loops Adaptability in ongoing projects
SWIFT Estimation Simple Weighted Intelligent Estimate Technique for quick sizing Quick Estimation Swift assessment scale Fast-paced environments needing speed
Visual Estimation Boards Using boards to visually represent and size backlog items for easy identification Visual Management Board-based metrics Operational environments
Task Delegation Models Sizing tasks specifically against team member capacity and skill Capacity Planning Custom delegation metrics Streamlined work distribution
Stakeholder Engagement Scores Engagement level of stakeholders influences sizing process Stakeholder Focused Agreed metrics Feature priority based on stakeholder value
Hybrid Models Combining various sizing techniques tailored to specific project needs Adaptive Custom model orchestration Flexibility in diverse project formats
Sprint Review Feedback Using insights from sprint reviews to adjust future size estimations Reflection Review metrics Learning from past development cycles
Rapid Prototyping Feedback Utilizing user feedback from prototypes to size backlog items more accurately Feedback Loop Prototype feedback metrics Iterative design and agile development
Data-Driven Estimation Using historical data analytics to improve accuracy in estimations Analysis Data-based estimates Decision-making rooted in empirical evidence
Job/Task Analysis Analyzing each job/task to evaluate complexities associated with each Analytical Complexity breakdown Detailed assessments on job structure
Peer Estimation Method Peers estimate the size of stories/tasks collaboratively Peer Review Consensus building Encourages collective responsibility
Expert-Based Sizing Using experienced members to estimate stories with known historical performance Consultative Expert consensus Skilled project evaluation
Size Estimation Tools Using digital or physical tools to assist in estimating story sizes Tool-Supported Software or physical formats Tech-focused environments
Reverse Estimation Starting with desired outcomes and estimating back to effort needed Outcome-focused Outcome requirement metrics Goal-driven estimation methods
Schaffer's Estimate A combination of story points and team consensus for sizing Blended Approach Hybrid scoring Iterative scaling initiatives
Dynamic Sizing Adaptive sizing methods reacting to changing project conditions Agile Philosophy Project condition metrics Responsive development strategies
Packaged Estimation Bundling similar size estimates to streamline the estimation process Bundled Techniques Package sizing metrics Efficient backlog management
Sizing Workshops Dedicated workshops to collaboratively size backlog items with stakeholders Collaboration Space Workshop measures Engaged stakeholder perspective
Continuous Improvement Cycle Ongoing assessment and refinement of sizing techniques Continuous Feedback Measurement of estimation accuracy Cultivating iterative enhancements
Epic Breakdown Sizing large stories (epics) by breaking them down into smaller user stories Decomposition Epic to story mapping Effective planning of large projects
Team-based Sizing Encouraging team involvement in sizing to foster collective ownership Team Collaboration Customized team engagement Collaboration-driven practices
Feedback Loop Integration Incorporating user feedback continuously into size estimates Feedback Cycle User metric feedback Informed and agile project management
Lean Sizing Shortening estimation processes to focus on value rather than excessive detail Lean Methodology Value-stream based Streamlined processes
Review Cycles Regular reviews of sizing methods and their effectiveness for adjustments Reflection Cycles Review metrics Adjustment through evaluation
Test-driven Estimation Using tests to drive estimation requirements for better clarity Testing Focused Test metric evaluations Quality-driven estimation
Cross-team Estimation Engaging multiple teams in sizing to achieve cross-sectional views Cross-Functional Team collaboration metrics Holistic project view