Keep ownership
visible

A working framework from the estimating brief to lessons learned. Adapt the roles and review depth to your project.

Download your entries before leaving this page. Marking actions complete does not replace approval of the estimate.

Stage 1

An agreed basis for the assignment

Define the decision the estimate supports and the information available to make it.

Record scope, exclusions and package interfaces

OwnerDue dateEvidence or open question

Confirm price base date, currency and information cut-off

OwnerDue dateEvidence or open question

Agree deliverables, reviewers and issue date

OwnerDue dateEvidence or open question

In a small team, one person may cover several roles. Name the reviewer and recognise where an independent check is still needed.

Role	Responsibility
Estimating lead	Overall basis, package interfaces and reconciliation
Package estimator	Quantity and price evidence for the assigned scope
Checker	Challenge the method, inclusions and calculations
Information owner	Controlled sources, revisions and change records
Commercial approver	Review the commercial position and authorise issue

Make source revisions and their estimate consequences visible.

Reconcile the movement before changing the library.

scopeeconomics