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estimation checklist in pre sales

1. Project Understanding

Gather all necessary project information, including project name, description, and objectives.

Analyze the client's requirements and expectations for the software development project.

Seek clarification on any ambiguous or unclear requirements.

2. Scope Definition

Define the scope of the project, including the features, functionalities, and deliverables.

Break down the project into smaller tasks and identify any dependencies or constraints.

Ensure that the scope aligns with the client's expectations and addresses their needs.

3. Resource Assessment

Assess the availability and skills of the development team.

Determine the estimated effort required for each task and allocate resources accordingly.

Consider any resource constraints, such as team capacity or skill gaps.

4. Project Timeline

Create a realistic and achievable project timeline.

Identify milestones and deliverable dates to track progress.

Consider factors such as development time, testing, and any external dependencies.

5. Risk Analysis

Identify potential risks and uncertainties associated with the project.

Assess the impact and likelihood of each risk.

Develop mitigation strategies to minimize the impact of risks and ensure project success.

6. Cost Estimation

Estimate the overall cost of the project, including development, testing, and any additional expenses.

Consider factors such as resource cost, infrastructure requirements, and licensing fees.

Calculate the cost based on the estimated effort and resource allocation.

7. Communication Plan

Define a communication plan to effectively communicate with the client and project stakeholders.

Determine the frequency and mode of communication, such as meetings, emails, or progress reports.

Identify the key stakeholders and their roles in the project communication.

8. Documentation Plan

Determine the documentation requirements for the project.

Identify the necessary technical documentation, such as architecture diagrams or user manuals.

Establish a plan for document creation, review, and maintenance throughout the project.

9. Quality Assurance

Define the quality assurance activities required for the project.

Determine the testing approach, including unit testing, integration testing, and user acceptance testing.

Plan for defect tracking and resolution to ensure the software meets the required quality standards.

10. Review and Approval Process

Review the estimation with the project team and stakeholders to ensure accuracy and alignment.

Seek feedback and incorporate any necessary changes.

Obtain approval from the client or management before finalizing the estimation.

11. Assumptions and Dependencies

Document any assumptions made during the estimation process.

Identify any external dependencies that may impact the project.

Communicate the assumptions and dependencies to the client and stakeholders to manage expectations.

12. Presentation and Proposal

Prepare a comprehensive presentation of the estimation and proposal.

Clearly outline the project scope, timeline, cost, and deliverables.

Present the estimation and proposal to the client during the pre-sales process to secure their agreement and commitment.

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