Introduction
Understanding Principle 12 2 min Leader

⇄ Ask for the estimate before you promise

What you are asking for

A commitment is announced to the customer. Then the team that has to deliver it is asked to estimate it.

What the system hears

“The date is already promised. They want a yes from us.”

What that produces

An estimate asked for after the promise is a request for confirmation. The team knows it, and either answers what is expected or keeps quiet.

The people who build see what the promise ignores: a dependency, a smaller version that would do, a capability already available. That information is worth a lot before the commitment, and almost nothing after.

An order of magnitude, the assumptions and the unknowns are enough for most ideas. The heavier the commitment, the deeper the look.

A call or a message commits as much as a contract. If you promise on the phone, you decided without the team. If the promise already exists, the estimate is still useful: it measures the gap. Deal with the gap, without making it the team’s fault.

The decision

→ Before you confirm a date, a cost or a scope, ask the people who will build it for the options and the unknowns.

→ If you have to answer sooner, say what is confirmed, what is not, and when you will come back.

→ Have the running load estimated with the build: upkeep is part of the cost.

→ If the estimate contradicts the promise, you renegotiate with the customer.

→ After delivery, compare the assumptions to reality, and adjust how you promise.

To discuss

Which date did we promise recently before asking the people who will hold it?

Your notes

Only you read them.