A fader is a control you can use to vary the volume of sound, the intensity of light, or the gain on a video or audio signal. We have all seen giant sound desks in expensive studios with arrays of motorised faders controlling the mix of a recording. The important thing to remember is that the correct location for a fader can be almost anywhere along its length. It depends on the circumstances; not just the instrument, but also the song, the moment within the song, and all of the other instruments. Occasionally the correct place will be “min” or “max”, but usually you’ll find the fader elsewhere.
Of course, this isn’t about faders. It’s about Estimates (and of course, #NoEstimates). Each of these is like a position on the fader. Providing an estimate every time one is requested is “max”. Never providing an estimate under any circumstance is “min”. Whether your estimation fader should be at “min” or “max” or somewhere in between depends on the circumstances.
Let’s look at it the pragmatic way with a basic flowchart.
This flowchart essentially boils down to the following:
It’s about exploring whether there are alternatives to estimates of time, effort, and cost for making decisions. In other words, the flowchart opens up the possibility to discover ways to make decisions with “No Estimates”.
Important side-note… this statement steals a great deal of sentiment from Woody Zuill’s ‘NoEstimates Hash Tag’. I changed it too drastically to directly quote it, but borrowed too much not to make a point of it.
When someone thinks an estimate is needed, you follow the flow chart through…
Before you can make an informed decision about whether to estimate, or what form the estimate should take; you need to understand the underlying need that resulted in an estimate being requested. You can’t estimate without this knowledge, and you can’t think about alternatives without it either.
So, if you don’t understand the underlying need, you must find out what the need is before you can continue.
You should really know the fundamental need for anything you do. That’s why you have been told to “begin with the end in mind”, or to “start with why”. There are various smart ways this has been put over the years.
If you get told to paint the house white and simply follow instructions, you’ll never know that the person who asked you to paint the house thought it might make the house cooler during summer. You could have suggested they switch off the heaters, which would have been faster, cheaper, and more effective in achieving the goal of a cooler house.
There is a series of dysfunctions that can manifest themselves in how an organisation behaves around estimates. If you can use the opportunity to explore alternatives, you’ll make the organisation healthier no matter whether you end up estimating or not.
Because the health of your relationships and your organisation is so important, you should consider the impact of the alternative on health; just as you should consider the impact of estimating on health. If you find a way to achieve a need without an estimate, but it causes more damage than an estimate you may have become too dogmatic about avoiding estimates. If you demand an estimate when there is a healthier alternative, you may have become too dogmatic about using estimates.
There are no healthy absolutes. Don’t make me repeat the fader metaphor.
If you decide an estimate is the answer, then remember to do it right. If you are giving out off-the-cuff single-point estimates based solely on judgement, you’re doing it wrong. There are lots of different methods for estimation that are more or less appropriate at different times. On top of this, there are a whole bunch of factors that you might want to check in with to ensure you haven’t missed something.
The following books will assist with these issues. You’ll be hard pressed to find a better collection of books on how to estimate.
If you discover another way to meet the need and it is healthier than estimating, use it and share it. When you have explored alternatives and found a suitable one, make sure it makes it into your playbook so you everyone knows it is available and when it is appropriate to use it.
There are two factors that I think are highly influential in the decision making process. Estimation categories, and trust.
Steve McConnell describes an order of preference for three broad categories of estimation:
Counting is the most preferable, using judgement is the least preferable. You can map this scale to the preference for alternatives to estimation. If the estimate is a simple and reliable counting task, it may not be sensible economics to launch into finding alternatives. If the estimate requires novel judgement, alternatives are highly appealing.
The second factor is trust. If you are operating within a low-trust environment your priority should be to engage in activities that will build trust. Once you have traversed into a high-trust environment you’ll be in a better position to take people on a journey of exploration into #NoEstimates. Ultimately, if you tell someone that you won’t give an estimate because you have a better alternative – it is interpreted very differently depending on the level of trust. That’s why so many people get really upset about the thought of working without estimates; they are second guessing your motivation.
It can be useful when introducing these ideas to do both the estimate and the alternative. This shows a willingness to provide an estimate (i.e. you aren’t trying to shirk responsibility or hard work), and also allows the alternative to be compared. For example, maybe you’d make a different decision based on the alternative.
There are a lot of strong opinions out there on the subject of estimation. No matter how loudly these people shout, none of them are responsible for your job – or for the success of your organisation. You really need to fine tune your approach based on your own context, but hopefully I have highlighted the important factors in this article.
Whether you continue to estimate everything, reduce the amount of estimation, or even stop estimating altogether – it is the thinking that is the most important part. #NoEstimates is all about thinking, which is the responsibility of all creatures as smart as we humans. Let’s do a professional job, create great outcomes, and improve the humanity of our work.