Resource Planning
Read this article. The part on estimating resources is of interest because it highlights important considerations when scheduling staff for a particular activity. Can you also list some of the areas affecting interpersonal relationships while on the job?
Estimating Activity Durations
Once you're done with activity resource estimating, you've got everything you need to figure out how long each activity will take. That's done in a process called activity duration estimating. This is where you look at each activity in the activity list, consider its scope and resources, and estimate how long it will take to perform.
Estimating the duration of an activity means starting with the information you have about that activity and the resources that are assigned to it, and then working with the project team to come up with an estimate. Most of the time you'll start with a rough estimate and then refine it to make it more accurate. You'll use these five tools and techniques to create the most accurate estimates:
Expert judgment will come from your project team members who are familiar with the work that has to be done. If you don't get their opinion, there's a huge risk that your estimates will be wrong.
Analogous estimating is when you look at similar activities from previous projects and how long they took. This only works if the activities and resources are similar.
Parametric estimating means plugging data about your project into a formula, spreadsheet, database, or computer program that comes up with an estimate. The software or formula that you use for parametric estimating is based on a database of actual durations from past projects.
Three-point estimating is when you come up with three numbers: a realistic estimate that's most likely to occur, an optimistic one that represents the best-case scenario, and a pessimistic one that represents the worst-case scenario. The final estimate is the weighted average of the three.
Reserve analysis means adding extra time to the schedule (called a contingency reserve or a buffer) to account for extra risk.
In each of the following scenarios of planning Steve and Susan's wedding, determine which of the five activity resource estimation tools and techniques is being used. (Solutions follow.)
Exercises
Exercise 11.1 Sally has to figure out what to do for the music at Steve and Susan's wedding. She considers using a DJ, a rock band, or a string quartet.
Exercise 11.2 The latest issue of Wedding Planner's Journal has an article on working with caterers. It includes a table that shows how many waiters work with various guest-list sizes.
Exercise 11.3 There's a national wedding consultant who specializes in Caribbean-themed weddings. Sally gets in touch with her to ask about menu options.
Exercise 11.4 Sally downloads and fills out a specialized spreadsheet that a project manager developed to help with wedding planning.
Exercise 11.5 There's so much work that has to be done to set up the reception hall that Sally has to break it down into five different activities in order to assign jobs.
Exercise 11.6 Sally asks Steve and Susan to visit several different caterers and sample various potential items for the menu.
Exercise 11.7 Sally calls up her friend who knows specifics of the various venues in their area for advice on which one would work best.
Exercise 11.8 There are two different catering companies at the wedding. Sally asks the head chef at each of them to give her an estimate of how long it will take each of them to do the job.
Exercise 11.9 There's a spreadsheet Sally always uses to figure out how long it takes guest to RSVP. She enters the number of guests and their zip codes, and it calculates estimates for her.
Exercise 11.10 Sally's done four weddings that are very similar to Steve and Susan's, and in all four of them, it took exactly the same amount of time for the caterers to set up the reception hall.
Solutions
Solution to Exercise 11.1
Alternative analysis
Solution to Exercise 11.2
Published estimating data
Solution to Exercise 11.3
Expert judgment
Solution to Exercise 11.4
Project management software
Solution to Exercise 11.5
Bottom-up estimating
Solution to Exercise 11.6
Alternative analysis
Solution to Exercise 11.7
Expert judgment
Solution to Exercise 11.8
Expert judgment
Solution to Exercise 11.9
Parametric estimating
Solution to Exercise 11.10
Analogous estimating
The activity duration estimates are an estimate of how long each activity in the activity list will take. This is a quantitative measure usually expressed in hours, weeks, days, or months. Any work period is fine, and you'll use different work periods for different jobs. A small job (like booking a DJ) may take just a few hours; a bigger job (like catering, including deciding on a menu, ordering ingredients, cooking food, and serving guests on the big day) could take days.
Another thing to keep in mind when estimating the duration of activities is determining the effort involved. Duration is the amount of the time that an activity takes, while effort is the total number of person-hours that are expended. If it takes two people six hours to carve the ice sculpture for the centerpiece of a wedding, the duration is six hours. But if two people worked on it for the whole time, it took 12 person-hours of effort to create.
You'll also learn more about the specific activities while you're estimating them. That's something that always happens. You have to really think through all of the aspects of a task in order to estimate it. As you learn more about the specific activities remember to update the activity attributes.
If we go back to our case study of the wedding, we can see that while Sally has a handle on how long things are going to take, she still has some work to do before she has the whole project under control. Steve and Susan know where they want to get married, and they have the place booked now. But, what about the caterer? They have no idea who's going to be providing food. And what about the band they want? Will the timing with their schedule work out? "If the caterers come too early, the food will sit around under heat lamps. But if they come too late, the band won't have time to play. I just don't see how we'll ever work this out".
It's not easy to plan for a lot of resources when they have tight time restrictions and overlapping constraints. How do you figure a schedule that makes everything fit together? You're never going to have the complete resource picture until you have finished building the schedule. And the same goes for your activity list and duration estimates! It's only when you lay out the schedule that you'll figure out that some of your activities and durations didn't quite work.