Estimation

Setup, Cleanup and Transition Time

Capture the small pieces around a task that frequently make short estimates unrealistic.

The task is larger than its visible core

People often remember the central action and forget everything around it. Painting includes protecting surfaces, mixing, moving ladders and cleaning tools. A meeting includes preparation and follow-up. A service call includes access, paperwork and travel within the site.

These surrounding activities matter most when the central task is short or repeated many times. Ten minutes of setup repeated 20 times is more than three hours of work.

Batching can reduce repeated setup

If safe and practical, similar work may be grouped so one setup supports several tasks. That can reduce transition time, but batching can also increase waiting for the first item in the batch. The best approach depends on whether speed, labour efficiency or responsiveness matters most.

Record setup separately from the core task when it is a meaningful share of the total. That makes improvement opportunities visible and prevents an artificially slow-looking production rate.

Plan the handoff

A task is not necessarily complete when the hands-on work stops. Files may need to be saved, areas reopened, results communicated or materials returned. Define “done” before estimating so the end point is consistent.

Use the calculators as planning aidsMake your assumptions visible, then replace generic assumptions with your own measured data or authoritative requirements when available.

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