Estimate Summary Report

Engagement Identification

Client Name: Client ID
Engagement Name: Engagement ID:
Role - Name of team members: Area:
Account Executive:

Area Delivery Manager:

Estimate Team Lead/Project Manager (if identified):
Purpose & Instructions: Estimate Team Lead prepares an estimate summary that documents the estimating process for review by Delivery
Management. The process requires development of a detailed solution, approach and estimate that meets the client's needs and targeted margin. The
Delivery Manager uses this tool to document required changes to the estimate. The estimate summary is included with the proposal documents for
proposal review by rea Management, as required depending on the proposal value
1. Executive Summary
1.1 Bacgroun!
!riefly summari"e the events leading to the creation of the estimate. #nclude the names of the Estimating
Team Lead and Team Members, and their qualifications

1." #tatement of #cope
$estate the client's business needs and the scope of the estimate, including any assumptions associated
with interpreting those needs. lso state what is not within the scope of the estimate

1.$ Definition of Deli%erables Describe the agreed%upon solution and briefly define the deliverables


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Estimate Summary Report
1.& Estimating Assumptions
List the assumptions that were used to develop the estimate, conditions that must remain for the estimate
to be valid. #nclude a discussion of the environment factor used in the estimate

1.' Estimate! (or &ummari"e the milestones, hours, cost, and schedule targets

1.) Re*uire! #taffing
Discuss the s'ills required to perform the pro(ect activities as estimated, the number of individuals required
in each s'ill group, and the e)pected source of staff. #dentify available staff or the recruiting effort required
to obtain required resources

1.) Ris +actors
#dentify and e)plain the ris' factors used to ad(ust each tas' in the estimate. This includes $eal *orld
+actor, ,lient Environment d(ustment +actor, Estimate ccuracy d(ustment +actor and !usiness $is'
+actor. #ndicate required additional activities to mitigate ris's


". Estimate Detail
".1 (or Brea!o,n #tructure
-resent the brea'down of the phases, activities, tas's, and resources for the pro(ect or refer to the detailed
pro(ect plan

!""# $a%gemini Americas & ! & (ersion ')" & *une !""#
Estimate Summary Report
"." Estimate Process
Discuss the estimating process and how the estimates were reconciled. #nclude a discussion of the logic
used to develop the estimate, any historical information used to produce the estimate, any metrics or
coefficients used to estimate the si"e of repeating wor' units


".$ Preliminar- #c.e!ule
-resent a preliminary schedule for the pro(ect, including ma(or milestones. The schedule includes start.stop
dates and resources required for each tas', including dependencies and the critical path, or refer to the
detailed pro(ect plan

".& (or Papers List and attach all documents created in the estimating process


Sign-Off
Prepared by Date Reviewed by Date
!pproved
by
Date
Estimate "eam #ead
$ame
!rea De%ivery &anager
$ame
'o%%ow-up Re(uired) *es + $o
Description 'o%%ow-up by Date
+f follo,&u% is re-uired. identify re-uired corrective/%reventive actions. target dates and individuals res%onsi/le for action) 0ollo,&u% to ensure
corrective/%reventive actions are effective. and close t1e item out /y documenting t1e date follo,&u% is com%lete. or initial and date eac1 item)
/.is #ummar- is Complete
!""# $a%gemini Americas & 2 & (ersion ')" & *une !""#