Estimates and Estimating

Goals

  1. Describe estimates and estimating.
  2. Make estimates of X that are good enough for your context (surrounding circumstance), where X = anything that can be estimated.

Estimates and Estimating

An estimate is a reasoned approximation of a value that is not exactly known but is good enough to support useful decisions in a given context.

Estimating is the process of making such an approximation.

Let X = anything that can be estimated.

X can be time, cost, effort (in hours), number of pages, force, velocity, temperature, weight, acceleration, and so on.

Good estimates are both simple (easy and quick to make) and accurate enough for the decisions at hand—balancing what is possible to achieve with what the situation requires.

Examples of Estimates

  1. Estimating the time and cost needed to install a new inverter and battery system in a camper van.
  2. Estimating the amount of water and food two people need for a two-day trip in a desert area.
  3. Estimating the price to charge for a month-long construction job.
  4. Estimating the cost of items before checkout, so you can verify if the cashier is charging correctly.
  5. Estimating a result to check if a detailed math calculation is roughly correct.

Rationale for Estimates

Here are some reasons why it’s worth learning how to estimate skillfully:

  1. Estimates are sometimes the only option when exact values are unknown due to uncertainty.
  2. Estimates are often much faster and easier than detailed calculations.
  3. Estimates are excellent tools for checking and validating results.
  4. Estimating helps reveal which factors matter most in a situation.
  5. On multiple-choice exams, estimates can help students quickly eliminate wrong answers.
  6. Most engineering tasks involve estimation, so an estimation mindset is extremely useful.
  7. Estimation is essential for some professions such as engineering, construction, and architecture.

How to Skillfully Estimate

Principles

  1. Anything can be estimated.
  2. Nearly everything is an estimate—except for textbook problems, which often have a “right answer.”

Framework (How To)

1. Clarify What You’re Estimating


2. Break It Into Parts (Fermi Technique)


3. Use Reference Points


4. Use Ranges, Not Single Numbers


5. Round to Useful Levels


6. Check Units and Orders of Magnitude


7. Use Estimation Shortcuts


8. Sense-Check the Result


9. Revise Based on Feedback


10. Communicate Clearly


Framework (Summary Checklist)