On requesting an estimate

by Robert Dempsey on April 21, 2008

When we work with a new customer to prepare an estimate we always ask for two things:

  1. A list of who is going to be using the site (user roles)
  2. What each of those people needs to be able to do

There are many reasons for approaching a requirements spec in such a way:

  • For non-technical people this is an easy way to write requirements
  • There is less work for the customer – they focus on the value they want to offer not how to make it happen (that’s our job)
  • User stories can be created more easily
  • The requirements are clearer so less back-and-forth is required
  • Each bullet point can be easily tested by the customer during acceptance testing
  • Long detailed specs make me nauseous and will most likely change many times over as the application is developed and deployed

How do you approach requirements gathering? What level of detail do you ask for when create an estimate?

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  • @Paul Klipp: Themes are a great idea that can help to keep things together.
  • I do the same, but I add themes. Having both themes and a user list makes it easier to avoid missing something important.
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