Estimate Checklist Producer to Account Services This checklist will help Producers prepare financial and technical materials in advance so that the Account Services can deliver a highly-accurate estimate and schedule based on the exact Client needs, goals, timeline and material provided. Account Manager: Producer: Client: Estimate Deadline: q Is there an accurate assumption on the amount of content to be handled in the project? q Is there an accurate assumption on the amount of time to be spent on preparing the content? q Is there an accurate assumption on the amount of time to be spent on creating the content? q Is there an accurate assumption on the amount of time to be spent maintaining the project? q Is there an accurate assumption on the amount of time to be spent on managing the project? If you answered yes to all the above, you can now fill out the details below. Once you’ve filled the details below, you should be able to use the Formal Estimate Maker (estimated time 2 days to finish). Definition 1): /Interactive Unit/ Pages and Screens of interactive material are described as 1 Interactive Unit (could be a page, could be a Multimedia cell((Multimedia = Flash / Director))). IU’s are divided into three ranges; Heavy (Complex), Medium (Moderately Complex), Light (Simple easy). q HTML pages and Multimedia sessions How many Total IU’s (Interactive Units) need to be produced? From the total, how many IU’s are HTML format? How many of the HTML pages are Heavy pages? (Splash pages, Major Sections) How many of the HTML pages are Medium pages? (2nd Level Sections) How many of the HTML pages are Light pages? (Supporting pages, plain content, Thank you messages, Confirmation messages) How many of the HTML IU’s require programming? (Forms, auto-updates) What level of programming do the HTML pages require? (Heavy, Medium, Light) From the total, how many IU’s are Multimedia format? How many interactive major sections are there? How many interactive features per section? Do the same features appear on all major sections? How many interactive features per sub-section? Do the same features appear on all sub-sections? What level of programming do the Multimedia IU’s require? (Heavy, Medium, Light) q Programming questions Are there significant area(s) in the project that requires programming? (Forms, Password protected access, dynamic pages) How deep are each of the processes that must be supported by a program? (i.e. a general feedback form has at least four processes that must be programmed 1) the input of data, 2) the parsing of data, 3) the storage of the data, 4) the feedback of a confirmation response) If there is a database, how many general fields does the Client require? If there is a database, how does the Client want it to be indexed and searched by users? q Streaming Media Does the Client need any webcasting done in the form of Real Video content? Does the Client need any broadcasting done in the form of pure Audio content? Will the Client need any editing of broadcast content? Or will they supply final versions ready to encode? (i.e. will they give us three videos and ask us to put them into one large broadcast?) q Management and Updates How many new page updates to the site will there be per month? How many modifications to existing pages will there be per month? How many website reports does the Client need per month?
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