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A guide for sizing workshops.

  • A different approach is required to size workshops involving large deliverables for a long running programme.
  • The most important thing is to make it multi-disciplinary to bring in people from all the capabilities that would be involved in delivering the work.
  • Using sticky notes, folks would add their thoughts to discrete sections and discuss, rationalise and tidy them up.
  • Align on a shared understanding to focus the rest of the workshop and define the measures of success to know the problem is solved.
  • Leaning heavily on Section 3, start to pull in the things we’ll need to do to and putting it in a logical order or flow tends to help.
  • Start with t-shirt sizes and build up more clarity as things progress, then take a bit of a leap get the group’s honest view of how big or small the tasks are.
  • Use ranges of estimates where possible and consider how confident we are in our final overall estimates.
  • Agree on a short succinct justification statement for why the confidence level is what it is.
  • This approach was fruitful overall in helping to deliver consistency in large programme with many teams, dependencies, and governance requirements.
  • Consensus building, honesty, continuous learning, and respect are key to successful workshop sizing.

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