methodatlas
Method guideDecision Making

Wideband Delphi

A practical method guide: clarify prerequisites and materials, understand the complete process, and look up outputs, pitfalls, and stop criteria.

ComplexityHigh
Time1-4 h or multiple rounds
Participants4-12 Experten
FormatWorkshop + async
MaturityCanonical
Plan Wideband Delphi
01

Prerequisite

What needs to be finished first

Complete firstComparable subject

Close scope, unit, WBS, included work, and estimation question in writing; appoint a coordinator who does not estimate.

Without a common frame, values are not comparable.
Complete firstEvidence access

Shared scope/WBS, Definition of Done, historical analogies, private estimate sheets, and anonymous round summary

Missing data remains visible as uncertainty.
02

Preparation

What needs to be ready before start

Materials

Shared scope/WBS, Definition of Done, historical analogies, private estimate sheets, and anonymous round summary

People / roles

Coordinator facilitates · 3–7 expert estimators · scope owner answers · scribe records assumptions

Pre-read

Close scope, unit, WBS, included work, and estimation question in writing; appoint a coordinator who does not estimate.

Time needed

90–180 minutes for 2–4 anonymous estimation rounds; preparation separate.

Setup

Prepare a workspace with Brief · Private · Reflect · Clarify · Re-estimate; separate example from live data.

03

Core question

The one question this method answers

What estimate range emerges when experts first estimate independently, compare assumptions anonymously, and re-estimate with new information?

04

Flow

Phases with goal, actions, output and pitfall

Several experts estimate in parallel, compare their assumptions, and adjust after feedback. Ranges, uncertainty, and strong dissent become visible without forcing an apparent average. The approach strengthens planning discipline where numbers remain approximations.

Wideband Delphi · working structure

Fictional example

Fictional values show the actual method fields.

Wideband Delphi · working structure
Round/personEstimateAssumptionsEvidenceAnonymous feedbackRevisionStatus
R1 · E1Add evidence and rationale.18 PDNo legacy migrationToken API existsRange 18–30; migration disputed24 PDUpdated
R1 · E2Add evidence and rationale.24 PDFive browsers, full testsLast checkout itemTest scope confirmed26 PDUpdated
R1 · E3Add evidence and rationale.30 PDCertification internalCompliance experienceCertification external27 PDUpdated
OutcomeAdd evidence and rationale.24–27 PDMigration included; certification externalThree private revisionsResidual spread from test depthReview after migration probeStop rule met
  1. 1. Estimate

    R1 · E1
    18 PD
    R1 · E2
    24 PD
    R1 · E3
    30 PD
    Outcome
    24–27 PD
  2. 2. Assumptions

    R1 · E1
    No legacy migration
    R1 · E2
    Five browsers, full tests
    R1 · E3
    Certification internal
    Outcome
    Migration included; certification external
  3. 3. Evidence

    R1 · E1
    Token API exists
    R1 · E2
    Last checkout item
    R1 · E3
    Compliance experience
    Outcome
    Three private revisions
  4. 4. Anonymous feedback

    R1 · E1
    Range 18–30; migration disputed
    R1 · E2
    Test scope confirmed
    R1 · E3
    Certification external
    Outcome
    Residual spread from test depth
  5. 5. Revision

    R1 · E1
    24 PD
    R1 · E2
    26 PD
    R1 · E3
    27 PD
    Outcome
    Review after migration probe
  6. 6. Status

    R1 · E1
    Updated
    R1 · E2
    Updated
    R1 · E3
    Updated
    Outcome
    Stop rule met

All values are fictional.

Reference · original teaching example

  1. 1

    Brief

    Shared scope

    Goal

    Shared scope: Coordinator explains scope, unit, and historical evidence; answers are shared equally.

    Inputs for this step

    • Close scope, unit, WBS, included work, and estimation question in writing; appoint a coordinator who does not estimate.
    • Shared scope/WBS, Definition of Done, historical analogies, private estimate sheets, and anonymous round summary

    Actions

    • Coordinator explains scope, unit, and historical evidence; answers are shared equally.

    Output

    Shared scope

    Coordinator explains scope, unit, and historical evidence; answers are shared equally.

    Quality check

    Is everyone estimating the same work in the same unit?

    Pitfall

    Some experts receive extra corridor information. Distribute every answer in writing to the whole panel.

    Timing: 15–25 minutes

  2. 2

    Private

    Round 1

    Goal

    Round 1: Each expert independently estimates total or WBS parts and records assumptions and uncertainty.

    Inputs for this step

    • Shared scope

    Actions

    • Each expert independently estimates total or WBS parts and records assumptions and uncertainty.

    Output

    Round 1

    Each expert independently estimates total or WBS parts and records assumptions and uncertainty.

    Quality check

    Were values submitted independently with rationale?

    Pitfall

    Early group discussion creates authority anchoring. Submit the first round privately and simultaneously.

    Timing: 15–25 minutes

  3. 3

    Reflect

    Anonymous summary

    Goal

    Anonymous summary: Coordinator shows distribution and rationales anonymously without making the mean a target.

    Inputs for this step

    • Round 1

    Actions

    • Coordinator shows distribution and rationales anonymously without making the mean a target.

    Output

    Anonymous summary

    Coordinator shows distribution and rationales anonymously without making the mean a target.

    Quality check

    Are range and diverging assumptions visible?

    Pitfall

    Only mean 24 is shown and differences disappear. Show individual values, range, and assumptions anonymously side by side.

    Timing: 10–20 minutes

  4. 4

    Clarify

    Clarified assumptions

    Goal

    Clarified assumptions: Panel discusses reasons, updates shared scope, and identifies missing evidence without defending people.

    Inputs for this step

    • Anonymous summary

    Actions

    • Panel discusses reasons, updates shared scope, and identifies missing evidence without defending people.

    Output

    Clarified assumptions

    Panel discusses reasons, updates shared scope, and identifies missing evidence without defending people.

    Quality check

    Did the discussion create information rather than consensus pressure?

    Pitfall

    Coordinator pushes a compromise value. Clarify factual assumptions only; protect private judgement until the next round.

    Timing: 20–30 minutes

  5. 5

    Re-estimate

    Delphi range

    Goal

    Delphi range: Estimate privately again; after stable spread, document range, assumptions, and review condition.

    Inputs for this step

    • Clarified assumptions

    Actions

    • Estimate privately again; after stable spread, document range, assumptions, and review condition.

    Output

    Delphi range

    Estimate privately again; after stable spread, document range, assumptions, and review condition.

    Quality check

    Is residual spread explainable and the stop rule met?

    Pitfall

    Rounds continue until every value matches. Stop at a stable explained range and preserve uncertainty.

    Timing: 15–30 minutes

05

Artifact

What comes out at the end

Sketch: what the artifact looks like

Wideband Delphi · ExpertenschätzungUnabhängige Expertenschätzungen anonym aggregieren, Annahmen diskutieren und die Bandbreite über Runden verengen
Wideband DelphiDas Visual zeigt unabhängige Expertenschätzungen, aggregierte Bandbreiten, Annahmendiskussion und eine verengte zweite Runde.Expertenschätzung robust und gruppendruckarm machenErst unabhängig schätzen, dann Bandbreiten und Annahmen besprechen und in weiteren Runden Unsicherheit bewusst verengen.anonym sammelnBandbreite statt Einzelwertnächste Runde verengt UnsicherheitScope & Einheitwas wird geschätzt, in welcherEinheit?E18E213E321E413aggregierte BandbreiteRunde 1Runde 2Annahmen diskutierenAusreißer erklären, ohne PersonenbloßzustellenEstimate RangeBandbreite plus Assumption Log
Form

Traceable Delphi estimate with individual rounds, anonymous rationales, shared scope, residual spread, and review trigger.

Versioning / ownership

Record date, team, data state, and review date; preserve prior versions.

Tool alternatives
  • Scope and WBS sheet
  • Private estimate sheets
  • Anonymous round summary
  • Assumption log

wideband-delphi-working-template.md

Set subject, data, roles, flow, and review.

Wideband Delphi: Worksheet

Question

To be confirmed

Desired outcome

To be confirmed

Scope

Complete run Time: 90–180 minutes for 2–4 anonymous estimation rounds; preparation separate.

Complete this worksheet on paper or in your own document during the work.

Preparation for this scope

Method setup

  • Materials: Shared scope/WBS, Definition of Done, historical analogies, private estimate sheets, and anonymous round summary
  • Roles: Coordinator facilitates · 3–7 expert estimators · scope owner answers · scribe records assumptions
  • Advance information: Close scope, unit, WBS, included work, and estimation question in writing; appoint a coordinator who does not estimate.
  • Overall time needed: 90–180 minutes for 2–4 anonymous estimation rounds; preparation separate.
  • Setup: Prepare a workspace with Brief · Private · Reflect · Clarify · Re-estimate; separate example from live data.

Prepare for the work steps

Brief: Shared scope

  • Close scope, unit, WBS, included work, and estimation question in writing; appoint a coordinator who does not estimate.
  • Shared scope/WBS, Definition of Done, historical analogies, private estimate sheets, and anonymous round summary

Private: Round 1

  • Shared scope

Reflect: Anonymous summary

  • Round 1

Clarify: Clarified assumptions

  • Anonymous summary

Re-estimate: Delphi range

  • Clarified assumptions

Wideband Delphi · working structure

Round/personEstimateAssumptionsEvidenceAnonymous feedbackRevisionStatus
R1 · E1
R1 · E2
R1 · E3
Outcome
  • R1 · E1: Add evidence and rationale.
  • R1 · E2: Add evidence and rationale.
  • R1 · E3: Add evidence and rationale.
  • Outcome: Add evidence and rationale.

The blank worksheet contains prompts only.

Reference · original teaching example

Brief: Shared scope

Expected artifact: Shared scope

Coordinator explains scope, unit, and historical evidence; answers are shared equally.

Entry:

...

  • Is everyone estimating the same work in the same unit?

Private: Round 1

Expected artifact: Round 1

Each expert independently estimates total or WBS parts and records assumptions and uncertainty.

Entry:

...

  • Were values submitted independently with rationale?

Reflect: Anonymous summary

Expected artifact: Anonymous summary

Coordinator shows distribution and rationales anonymously without making the mean a target.

Entry:

...

  • Are range and diverging assumptions visible?

Clarify: Clarified assumptions

Expected artifact: Clarified assumptions

Panel discusses reasons, updates shared scope, and identifies missing evidence without defending people.

Entry:

...

  • Did the discussion create information rather than consensus pressure?

Re-estimate: Delphi range

Expected artifact: Delphi range

Estimate privately again; after stable spread, document range, assumptions, and review condition.

Entry:

...

  • Is residual spread explainable and the stop rule met?

Open questions and next steps

...

Method guide: https://methodatlas.meierhoff-systems.de/en/methods/wideband-delphi/run-sheet

06

Example output

Concrete filled scenario, fictional example

Fictional example for orientation. Counts and timings describe this case and are not universal requirements.

wideband-delphi-beispiel.md

Concrete filled scenario, fictional example

Fictional teaching example: Wideband Delphi · working structure

Round/personEstimateAssumptionsEvidenceAnonymous feedbackRevisionStatus
R1 · E118 PDNo legacy migrationToken API existsRange 18–30; migration disputed24 PDUpdated
R1 · E224 PDFive browsers, full testsLast checkout itemTest scope confirmed26 PDUpdated
R1 · E330 PDCertification internalCompliance experienceCertification external27 PDUpdated
Outcome24–27 PDMigration included; certification externalThree private revisionsResidual spread from test depthReview after migration probeStop rule met
07

Pitfalls

Recognize symptoms and steer against them

Quick overview, the full text is in the matching phase in the flow

  1. Shared scopeSome experts receive extra corridor information.View in phase
  2. Round 1Early group discussion creates authority anchoring.View in phase
  3. Anonymous summaryOnly mean 24 is shown and differences disappear.View in phase
  4. Clarified assumptionsCoordinator pushes a compromise value.View in phase
  5. Delphi rangeRounds continue until every value matches.View in phase
08

Stop criteria

When to pause, resolve prerequisites, or choose another approach

Stop Brief: Is everyone estimating the same work in the same unit?
Stop Private: Were values submitted independently with rationale?
Stop Reflect: Are range and diverging assumptions visible?
Stop Clarify: Did the discussion create information rather than consensus pressure?
Stop Re-estimate: Is residual spread explainable and the stop rule met?

Method after Barry Boehm and John A. Farquhar. Curated with 1 sources.

Sources: Wideband Delphi

Flow, timeboxes, and pitfalls are editorially curated practice recommendations based on the listed sources.

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