Civic Actions recently posted their Estimating Worksheet, a tool to help generate project proposals from Request For Proposal documents (RFPs). It's awesome that they are sharing this tool with the community (under CC Attribution Share Alike 3.0 license) and I would like to thank them for doing so.
The tool is a fairly complex spreadsheet which is quite well done. The worksheet approaches proposal generation in a similar fashion to the process we follow at Raincity Studios (my day job). It's not hard to imagine that a similar method would be used at other Drupal and non-Drupal software development shops.
The worksheet provides a structure for the breakdown of the information contained in an RFP into digestible tasks. Consequently, it becomes easier to attribute values to each of the site components such as work areas (like theming or engineering) and to estimate the time required to complete the tasks. The end goal is to generate an information set that helps define the scope of the project, attribute a monetary value to it, and generate documentation to be submitted to your potential client.
The rest of this article assumes that you have a basic familiarity with proposal generation, project scoping, and production management. Furthermore, some of the terms used may sound cryptic if you haven't yet had a peek at Civic Actions' Estimating Worksheet.
