estimating worksheet

							                                                           Estimating Worksheet
  Date:_____________________ Revision #:__________
  Client:_______________________________________
                                                                                    Sub-contracted services
                                                                                                                    Hours  $ Rate    Total
  Project: _____________________________________                                    Interviewing suppliers         _____ x _____ = _______
  Job #: ___________ Client PO #: __________________
  Proposal required by: _____________________________                                                              Estimate       Markup                  Total
  Projected start date: ______________________________                              Copywriting                    _____        + _____         =   $    _______
  Projected finish date: _____________________________                              Design/layout/execution        _____        + _____         =   $    _______
                                                                                    Illustration                   _____        + _____         =   $    _______
                                                                                    Original photography           _____        + _____         =   $    _______
  Job specifications                                                                Stock photography              _____        + _____         =   $    _______
  Dimensions/format/size/scope     _________________                                Mfg/production/printing        _____        + _____         =   $    _______
  Number of pages/images/items     _________________
  Quantity                         __________________                               Production time
  Colors                           __________________                                                               Hours           $ Rate                Total
                                                                                    Project management             _____        x   _____       =   $    _______
  Paper/fold/presentation          __________________                               Art direction                  _____        x   _____       =   $    _______
  Number of photos/illustrations   __________________                               Typesetting                    _____        x   _____       =   $    _______
  Number of words                  __________________                               Mechanicals/boardwork          _____        x   _____       =   $    _______
  Number of charts/graphs/graphics __________________                               Prepress                       _____        x   _____       =   $    _______
  Special considerations           __________________                               Printing supervision           _____        x   _____       =   $    _______
  ___________________________________________
  ___________________________________________
  ___________________________________________
                                                                                    General expenses
                                                                                                                   Estimate       Markup                  Total
                                                                                    New type fonts                 _____        + _____         =   $    _______
  Input time                                                                        Special supplies/software      _____        + _____         =   $    _______
                                   Hours          $ Rate        Total               Copies & stats                 _____        + _____         =   $    _______
  Initial meeting(s)               _____      x   _____    = $ _______              Delivery services              _____        + _____         =   $    _______
  Additional meetings              _____      x   _____    = $ _______              Cabs/tickets/mileage           _____           None         =   $    _______
  ___ Client interviews            _____      x   _____    = $ _______              Meals/hotels                   _____           None         =   $    _______
  Background research              _____      x   _____    = $ _______              LD telephone/fax               _____        + _____         =   $    _______
  Travel time                      _____      x   _____    = $ _______              Service bureau charges         _____        + _____         =   $    _______

  Conceptual time                                                                   Miscellaneous
                                   Hours          $ Rate        Total                ________________________________                                $   _______
  ___ In-house meetings            _____      x   _____    = $ _______               ________________________________                                $   _______
  Creative research                _____      x   _____    = $ _______               ________________________________                                $   _______
  Strategizing/evaluating          _____      x   _____    = $ _______               ________________________________                                $   _______
  Concept/development              _____      x   _____    = $ _______               ________________________________                                $   _______
  Design/writing/sketching         _____      x   _____    = $ _______               ________________________________                                $   _______
                                                                                     ________________________________                                $   _______
  Execution time                                                                     ________________________________                                $   _______
                                   Hours          $ Rate        Total                ________________________________                                $   _______
  ___ Client meetings              _____      x   _____    = $ _______               ________________________________                                $   _______
  Full layout/draft/sketch         _____      x   _____    = $ _______               Additional usage rights: _________________
  Formatting                       _____      x   _____    = $ _______               ________________________________                                $   _______
  First revision                   _____      x   _____    = $ _______               Administrative expense (small jobs) +5% to 10%                  $   _______
  Second revision                  _____      x   _____    = $ _______             “ Optimism factor” compensation       +10% to 20%                 $   _______
  Author’s alterations             _____      x   _____    = $ _______               Job/client difficulty factor        + ______%                   $   _______
  Travel time                      _____      x   _____    = $ _______               Competitive factor                  — ______%                   $   _______

                                                                                    Estimated total                                                  $ _______

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