Skip to main content
Next Step PM
Back to the library

Any phase · Ways of working

Estimate work as a team

Estimating together helps a team understand the work and plan realistically. The conversation matters more than the number.

About 1-2 hoursEvergreenLast reviewed 5 November 2026

Who this applies to

Skills it builds
Delivery and executionTechnical and AI fluency
PM types
All
Product types
All
Starting points
All
Ways of working
ScrumHybrid / stage gates
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Use relative sizes, such as story points or T-shirt sizes, rather than hours.
  2. Pick a small, well-understood item as a reference point.
  3. Each person estimates privately, then everyone reveals at once.
  4. Discuss big differences; they often reveal hidden work or risk.
  5. Use past results to see how much the team usually completes.

Intermediate (1 to 4 years)

  1. Use relative estimation with reference items.
  2. Discuss outliers to surface risk.
  3. Use velocity or throughput for forecasting.

Experienced (5+ years)

  1. Forecast with ranges and confidence levels.
  2. Consider counting items instead of estimating when items are similar in size.
  3. Never use estimates to judge individuals.

Who can do this

Owner: Product manager

Can be delegated to

  • Scrum Master or Delivery Manager: Facilitate estimation
  • Tech Lead: Explain technical complexity

Reviewed by: Tech Lead

Tool examples

Jira
Use the story points field and the velocity chart.
Azure DevOps
Use effort fields and the velocity widget.
Miro
Run affinity sizing by placing items in size columns.

Definition of done

  • Items estimated by the team
  • Big differences discussed
  • Forecasts based on past results

Common pitfalls

  • Treating estimates as promises
  • One person estimating for the team
  • Comparing teams by points

Sources