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SOFTWARE TEST
ESTIMATION
Don’t Under or Over Estimate
Agenda
• Considerations
• Importance of Test Estimation
• What to Estimate?
• How to Estimate?, Techniques
• Best Practices
Considerations
• For managers, test estimations are key to find effort, schedule, time & material cost
• To understand test estimations manager should have extensive experience in managing software testing
projects
• Manager should have worked in SDLC, water fall model projects, agile
• Software estimation does not have to be difficult, or ineffective. Done right, it can be a highly effective tool
that can help project managers provide value to their organizations
• Save your estimations for next test project
Importance of Software Test Estimations
Avoid the statements in middle of project execution like.
“It takes too much time.” , “They’re not useful.” , “They’ll be wrong.”.
Not estimating means the team will miss an important sign
It cane be explained below in variation of the estimates
When a team of developers reads a story, they form independent conclusions of the effort and complexity
involved. Sometimes those ideas are close together and sometimes those ideas are very far apart. Both happen,
both are to be expected, and both are important clues for planning.
When the estimates are far apart it signals that the team understands the problem differently. A developer with a
low estimate may know of a library or a tool that can speed things up. A developer with a high estimate may know
of a pitfall that others have forgotten.
Close estimates can act as a benchmark for the team. When the entire team estimates that a story is large, that
signals complex feature. That could be a clue to break up the story in to smaller ones or that more research is
needed.
Estimates that are close and small help signal that the problem is well understood by the team. These stories are
particularly well suited to for new team members being onboarded.
What to Estimate?
• Resources – It could be manpower, tools, licenses
• Time – Schedule
• Capability – Skills , Knowledge, Experience of team
• Budget – Cost of project
How to Estimate?, Techniques
• Work Breakdown Structure
Divide the whole project task into small tasks. Tasks should be at granular level. It be broken as much as
possible in subtasks.
• 3-Point Software Testing Estimation Technique (PERT)
In three-point estimation, three values are produced initially for every task based on prior experience or
best-guesses as follow
Example: A team identifies three estimates as per below for common task
O = Optimistic estimate (best case scenario in which nothing goes wrong and all conditions are optimal).
Assumed 130 man hours
M = Most likely estimate (most likely duration and there may be some problem but most of the things will
go right). Assumed 180 hours
W = Pessimistic estimate (worst case scenario where everything goes wrong). Assumed 250 man hours
How to Estimate?, Techniques
Formula:
Test Estimate = [( O + 4 * M + W)] / 6
Example = [(130 + 4 * 180 + 250)] / 6 = 183.3 man hours
How to Estimate?, Techniques
• Wideband Delphi technique
Wideband Delphi is a very simple process. You need an estimation coordinator and a number of estimators.
Step 1: Kickoff meeting
In the kickoff meeting describe the project to be estimated and its requirements to all estimators.
Answer any questions raised to clarify the project as much as possible.
Step 2: Individual estimation
Each estimator breaks down the project into tasks a detailed WBS, and estimates the tasks. These
individual estimates must be written down
Step 3: Estimation meeting
The entire Estimation team assembles for the estimation meeting.
How to Estimate?, Techniques
Step 4: Coordinator plots chart
Coordinator then plots a chart on the whiteboard. He plots each member’s total project estimate as
an X on the Round 1 line, without disclosing the corresponding team member names. The Estimation
team gets an idea of the range of estimates, which initially may be large.
Step 5: Discussion
Each team member reads aloud the detailed task list that he/she made, identifying any assumptions
made and raising any questions or issues. But the task estimates are not disclosed. The individual
detailed task lists contribute to a more complete task list when combined.
The team then discusses any doubt/problem they have about the tasks they have arrived at,
assumptions made, and estimation issues.
Each team member then revisits his/her task list and assumptions, and makes changes if necessary.
How to Estimate?, Techniques
Step 6: Adjusting estimates
The task estimates also may require adjustments based on the discussion, The team members then
combine the changes in the task estimates to arrive at the total project estimate.
Step 7: Coordinator plots chart
The coordinator collects the changed estimates from all the team members and plots them on the
Round 2 line on whiteboard.
In this round, the range will be narrower compared to the earlier one, as it is more consensus based.
Step 8: Repeat
Repeat steps 4, 5, 6, 7 till one of the following criteria is met :−
• Results are converged to an acceptably narrow range.
• All team members are unwilling to change their latest estimates.
How to Estimate?, Techniques
Step 9: Compile estimates
The coordinator then assembles the results from the Estimation meeting. He compiles the individual
task lists and the corresponding estimates into a single master task list.
Step 10: Final Estimations
Coordinator then reviews the final task list with the Estimation team
How to Estimate?, Techniques
• Percentage distribution
Percentage Distribution is the technique in which the each and every phases of SDLC are assigned effort %.
Below is one of the example: Values can be modified according to experience and technology
SDLC Phase % of Effort
Project Management 7%
Requirements 9%
Design 16%
Coding 26%
Testing (all Test Phases) 27%
Documentation 9%
Training and Buffer 6%
How to Estimate?, Techniques
• Size Based Estimation
Size based estimation technique is custom based technique.
It can be done either at start of project when requirements are available or when test cases are available.
Requirements of test cases are categorized into simple, medium, complex ratio.
Productivity factor like an associate can execute 15 simple test cases in a day. Productivity factor depends upon
organization historical data.
Formula:
Total count of requirements/test cases * Productivity factor
Best Practices
• Add some buffer time. It could range from 5-10%
• Considerations should be made for environment setup, Team experience, Quality of development, Quality of
requirement specification document
• Eight hour a standard for a person day
• Twenty working days in a month for estimates. Means in a month associate is available for 20 days and for
each day 8 hours
• Use the past experience as reference. If you have worked on similar technologies, with similar team.
Experience should reflect in your estimation
• Re-Check your estimations at each stage of your project
Thank You!
For any queries connect me at jatinkochhar@hotmail.com

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Software Test Estimation

  • 2. Agenda • Considerations • Importance of Test Estimation • What to Estimate? • How to Estimate?, Techniques • Best Practices
  • 3. Considerations • For managers, test estimations are key to find effort, schedule, time & material cost • To understand test estimations manager should have extensive experience in managing software testing projects • Manager should have worked in SDLC, water fall model projects, agile • Software estimation does not have to be difficult, or ineffective. Done right, it can be a highly effective tool that can help project managers provide value to their organizations • Save your estimations for next test project
  • 4. Importance of Software Test Estimations Avoid the statements in middle of project execution like. “It takes too much time.” , “They’re not useful.” , “They’ll be wrong.”. Not estimating means the team will miss an important sign It cane be explained below in variation of the estimates When a team of developers reads a story, they form independent conclusions of the effort and complexity involved. Sometimes those ideas are close together and sometimes those ideas are very far apart. Both happen, both are to be expected, and both are important clues for planning. When the estimates are far apart it signals that the team understands the problem differently. A developer with a low estimate may know of a library or a tool that can speed things up. A developer with a high estimate may know of a pitfall that others have forgotten. Close estimates can act as a benchmark for the team. When the entire team estimates that a story is large, that signals complex feature. That could be a clue to break up the story in to smaller ones or that more research is needed. Estimates that are close and small help signal that the problem is well understood by the team. These stories are particularly well suited to for new team members being onboarded.
  • 5. What to Estimate? • Resources – It could be manpower, tools, licenses • Time – Schedule • Capability – Skills , Knowledge, Experience of team • Budget – Cost of project
  • 6. How to Estimate?, Techniques • Work Breakdown Structure Divide the whole project task into small tasks. Tasks should be at granular level. It be broken as much as possible in subtasks. • 3-Point Software Testing Estimation Technique (PERT) In three-point estimation, three values are produced initially for every task based on prior experience or best-guesses as follow Example: A team identifies three estimates as per below for common task O = Optimistic estimate (best case scenario in which nothing goes wrong and all conditions are optimal). Assumed 130 man hours M = Most likely estimate (most likely duration and there may be some problem but most of the things will go right). Assumed 180 hours W = Pessimistic estimate (worst case scenario where everything goes wrong). Assumed 250 man hours
  • 7. How to Estimate?, Techniques Formula: Test Estimate = [( O + 4 * M + W)] / 6 Example = [(130 + 4 * 180 + 250)] / 6 = 183.3 man hours
  • 8. How to Estimate?, Techniques • Wideband Delphi technique Wideband Delphi is a very simple process. You need an estimation coordinator and a number of estimators. Step 1: Kickoff meeting In the kickoff meeting describe the project to be estimated and its requirements to all estimators. Answer any questions raised to clarify the project as much as possible. Step 2: Individual estimation Each estimator breaks down the project into tasks a detailed WBS, and estimates the tasks. These individual estimates must be written down Step 3: Estimation meeting The entire Estimation team assembles for the estimation meeting.
  • 9. How to Estimate?, Techniques Step 4: Coordinator plots chart Coordinator then plots a chart on the whiteboard. He plots each member’s total project estimate as an X on the Round 1 line, without disclosing the corresponding team member names. The Estimation team gets an idea of the range of estimates, which initially may be large. Step 5: Discussion Each team member reads aloud the detailed task list that he/she made, identifying any assumptions made and raising any questions or issues. But the task estimates are not disclosed. The individual detailed task lists contribute to a more complete task list when combined. The team then discusses any doubt/problem they have about the tasks they have arrived at, assumptions made, and estimation issues. Each team member then revisits his/her task list and assumptions, and makes changes if necessary.
  • 10. How to Estimate?, Techniques Step 6: Adjusting estimates The task estimates also may require adjustments based on the discussion, The team members then combine the changes in the task estimates to arrive at the total project estimate. Step 7: Coordinator plots chart The coordinator collects the changed estimates from all the team members and plots them on the Round 2 line on whiteboard. In this round, the range will be narrower compared to the earlier one, as it is more consensus based. Step 8: Repeat Repeat steps 4, 5, 6, 7 till one of the following criteria is met :− • Results are converged to an acceptably narrow range. • All team members are unwilling to change their latest estimates.
  • 11. How to Estimate?, Techniques Step 9: Compile estimates The coordinator then assembles the results from the Estimation meeting. He compiles the individual task lists and the corresponding estimates into a single master task list. Step 10: Final Estimations Coordinator then reviews the final task list with the Estimation team
  • 12. How to Estimate?, Techniques • Percentage distribution Percentage Distribution is the technique in which the each and every phases of SDLC are assigned effort %. Below is one of the example: Values can be modified according to experience and technology SDLC Phase % of Effort Project Management 7% Requirements 9% Design 16% Coding 26% Testing (all Test Phases) 27% Documentation 9% Training and Buffer 6%
  • 13. How to Estimate?, Techniques • Size Based Estimation Size based estimation technique is custom based technique. It can be done either at start of project when requirements are available or when test cases are available. Requirements of test cases are categorized into simple, medium, complex ratio. Productivity factor like an associate can execute 15 simple test cases in a day. Productivity factor depends upon organization historical data. Formula: Total count of requirements/test cases * Productivity factor
  • 14. Best Practices • Add some buffer time. It could range from 5-10% • Considerations should be made for environment setup, Team experience, Quality of development, Quality of requirement specification document • Eight hour a standard for a person day • Twenty working days in a month for estimates. Means in a month associate is available for 20 days and for each day 8 hours • Use the past experience as reference. If you have worked on similar technologies, with similar team. Experience should reflect in your estimation • Re-Check your estimations at each stage of your project
  • 15. Thank You! For any queries connect me at jatinkochhar@hotmail.com