Sample

Project Name:
Total
Estimated Estimated Estimated Total by
estimated
Phase Step Description number of effort per number of phase Comments
effort
processes process workshops (days)
(days)
Launch Pad Communications 1.0
Includes high level overview from a senior
Initial stakeholder interviews 2.5
executive. Assumes 3-4 stakeholder interviews
High-level process walkthrough 2.5
Stakeholder identification and engagement 0.5
Assumes 2 half day workshops, with 2 x half
Executive workshops 2.0
day to document
Match processes to criteria from Executive
workshop & prioritize for Understand 1.0
workshops
Develop implementation plan 1.0
This is the initial business case only for the
Develop/sign-off business case 3.5 justification & approval of the Understand
phase
Includes the creation of the roles &
Define & establish project team structure 5.0
responsibilities; interviews
Complete initial project plan 1.0 For understand phase in detail only
20.0

Copyright: Management by Process Pty Ltd www.managementbyprocess.com 05/04/2019

Project Name:
Total
Estimated Estimated Estimated Total by
estimated
Phase Step Description number of effort per number of phase Comments
effort
processes process workshops (days)
(days)
Understand Communications 1.0
Revalidate scope 0.5
Understand workshops
Both process modeling & metrics gathering take
place in the workshop
Workshops:
* should be no more than 3 or 4 per week of 3
hours duration each
* depending upon the complexity of a process,
will complete between 1 & 3 in a 3 hour
workshop
* for the purpose of estimating here, we have
E-6 E-3 assumed 18 process, equally split between
M-6 M-2 14.0 35.0 easy (1 hour), medium (2 hours) and complex
Complete metrics analysis C-6 C-1 (3 hours)
* always have 1 or 2 workshops planned for
contingency purposes
* Effort calculation is: number of workshops
divided by the number per week, say 3 here,
times 5 days in a week times the two process
consultants involved in the workshops
* the time in between workshops is spent in
tidying up process models, completing root-
cause analysis, etc

Root-cause analysis 0.0 Refer above

Complete people capability matrix 1.0
Identify available information (existing
1.0
documentation)
Identify Innovate priorities 1.0
Quick wins implementation needs to be handled
Identify quick wins 1.0
separately
Includes writing of report & development of
Understand phase report 8.0
presentation, & then delivery to management
Project plan for Innovate phase 2.0
50.5

Copyright: Management by Process Pty Ltd www.managementbyprocess.com 05/04/2019

Project Name:
Total
Estimated Estimated Estimated Total by
estimated
Phase Step Description number of effort per number of phase Comments
effort
processes process workshops (days)
(days)
Innovate Communications 1.0
Half day each to: preparation, workshop &
Executive Kick-off workshop 1.5
documentation
Project set-up 0.5 If required
External stakeholder focus groups 2.0

This is a function of the same things as in the

Initial Innvovate workshops
Understand workshops, however, it will take
even longer, depending upon the number of
scenarios selected by management.We have
assumed here 2 sceanarios, so the Understand
phase is effectively multiplied by 2 (although
E-6 E-3 probably 1.5 would be sufficient unless the
M-6 M-2 21.0 52.5 scenarios are completely different)
C-6 C-1 Again we have assumed that the future process
metrics will be determined during the
workshops
This is probably overstated, but do not under-
estimate the effort

Future process metrics projections

Simulation Have assumed this will not be required
Update people capability matrix 2.0
Capacity planning 10.0
Workshop proposed solutions
Demonstrate & validate feasibility of proposed
3.0
solutions
Process gap analysis 5.0
Identify benefits & update business case 5.0 Update benefits realization summary as well
Report and presentations 8.0
Approvals 2.0
Write business requirements documentation.
Business requirements ? The effort here will depend upon the proposed
solutions, level of automation, etc
Create initial people change management
2.0 New step
strategy
94.5

Copyright: Management by Process Pty Ltd www.managementbyprocess.com 05/04/2019

Project Name:
Total
Estimated Estimated Estimated Total by
estimated
Phase Step Description number of effort per number of phase Comments
effort
processes process workshops (days)
(days)
People Communications 1.0
Design people strategy 2.0
Activity definitions 4.0
Role redesign 3.0
Create performance measures & agree with
Performance management & measurement 4.0
staff and management
People core capabilities gap analysis 3.0
Design organization's structure 2.0
Update HR policies ?
Develop training 25.0
Update people change management strategy 2.0 New step
46.0

Total effort 211.0 days

Assumptions:
1. Estimates are for a business unit within an organization of, say, 120 employees who process about 25
different processes.
2. Business subject matter experts are available when required by ther project team.
3. Project Team comprises a project lead and process analyst who are experts at BPM (business process
improvement).
4. Have only estimated up to the People phase as from this point onwards it becomes too difficult to
generalise. Influencers will include: the level of IT involvement; how quickly the business wishes to implement
the new processes; etc

5. Have assumed that there will only be two scenarios in the Innovate phase, apart from the Quick Win
identification.
6. Costs will be determined as a result of calculation of effort

Copyright: Management by Process Pty Ltd www.managementbyprocess.com 05/04/2019