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The Delphi Process
                          To use Wideband Delphi, the project manager selects a moderator and an estimation team
                          with three to seven members. The Delphi process consists of two meetings run by the
                          moderator. The first meeting is the kickoff meeting, during which the estimation team cre-
                          ates a WBS and discusses assumptions. After the meeting, each team member creates an
                          effort estimate for each task. The second meeting is the estimation session, in which the
                          team revises the estimates as a group and achieves consensus. After the estimation session,
                          the project manager summarizes the results and reviews them with the team, at which
                          point they are ready to be used as the basis for planning the software project. The script in
                          Table 3-1 describes the Wideband Delphi process.

                          TABLE 3-1. Wideband Delphi script
                           Name           Wideband Delphi script
                           Purpose        A project team generates estimates and a work breakdown structure.
                           Summary        A repeatable process for estimation. Using it, a project team can generate a consensus on esti-
                                          mates for the completion of the project.
                           Work Products  Input
                                            Vision and scope document, or other documentation that defines the scope of the work
                                            product being estimated
                                          Output
                                            Work breakdown structure (WBS)
                                            Effort estimates for each of the tasks in the WBS
                           Entry Criteria  The following criteria should be met in order for the Delphi process to be effective:
                                          • The vision and scope document (or other documentation that defines the scope of the
                                            work product being estimated) has been agreed to by the stakeholders, users, managers,
                                            and engineering team. If no vision and scope document is available, there must be enough
                                            supporting documentation for the team to understand the work product.
                                          • The kickoff meeting and estimation session have been scheduled (each at least two hours).
                                          • The project manager and the moderator agree on the goal of the estimation session by
                                            identifying the scope of the work to be estimated.
                           Basic Course of Events  1. Choosing the team. The project manager selects the estimation team and a moderator. The
                                            team should consist of three to seven project team members. The team should include
                                            representatives from every engineering group that will be involved in the development of
                                            the work product being estimated.

                                          2. Kickoff meeting. The moderator prepares the team and leads a discussion to brainstorm
                                            assumptions, generate a WBS, and decide on the units of estimation.
                                          3. Individual preparation. After the kickoff meeting, each team member individually gener-
                                            ates the initial estimates for each task in the WBS, documenting any changes to the WBS
                                            and missing assumptions.
                                          4. Estimation session. The moderator leads the team through a series of iterative steps to gain
                                            consensus on the estimates. At the start of the iteration, the moderator charts the estimates
                                            on the whiteboard so the estimators can see the range of estimates. The team resolves
                                            issues and revises estimates without revealing specific numbers. The cycle repeats until
                                            either no estimator wants to change his or her estimate, the estimators agree that the range
                                            is acceptable, or two hours have elapsed.
                                          5. Assembling tasks. The project manager works with the team to collect the estimates from
                                            the team members at the end of the meeting and compiles the final task list, estimates, and
                                            assumptions.
                                          6. Reviewing results. The project manager reviews the final task list with the estimation team.

                   40  CHAPTER THREE
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