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Agile Project Management
       with Scrum



                   Jack Davis
Agenda

Agile Quick Overview
Scrum / Daily Scrum
Sprint Backlog Worksheet & Burndown Chart
Agile Work Breakdown and Estimating
Traditional Waterfall


   Requirements 
     Analyze       
        Design       
          Implement    
             Test        
               Release
           Sequential Steps
Agile Manifesto (2001)

“We are uncovering better ways of developing
 software by doing it and helping others do it.
 Through this work we have come to value:
   Individuals and interactions over processes and tools.
   Working software over comprehensive documentation.
   Customer collaboration over contract negotiation.
   Responding to change over following a plan.
That is, while there is value in the items on the right,
we value the items on the left more.”
Agile Software Methods

  Adaptive Software Development – ASD
  Crystal Clear
  Dynamic Systems Development Method – DSDM
  Extreme Programming – XP
  Evolutionary Development - EVO
  Feature-Driven Development – FDD
  Lean Development
  Scrum
  many other variations...
What is Agile?
 Non-Waterfall, non-sequential
 Incremental, iterative, time-boxed processes
 Light-weight, designed for ease of use
 Focused on flexibility
 Targets maximizing product-value given fixed
 resources and schedules.
 Product-focus rather than process-focus
 Deemphasizes long-range planning details
 Focuses planning on the immediate iteration
 Promotes openness and transparency
 Provides improved visibility to stakeholders
Project Management
Workflow
Product



           Vision
          Document

          Engineering
            System



                   Establish                         Mitigate risks                        Milestone
                milestone dates                           and                              Schedule
                   and goals                         dependencies
Project




                                                       Conduct                                 Align
                                                       milestone                            schedules &
                                                        reviews                            communicate
                                                                                               status


                           Estimate and              Align features             Feature
                             prioritize              to milestones              Schedule
Feature




                             features


                                     Report status     Complete       Review tasks
                                      and remove         work          and assign
                                       blockages                       resources
What‟s different with
Scrum?
                     Estimate and               Align features             Long-term
                                                                           Feature
                       prioritize                                           (Product)
                       features                 to milestones              Schedule
                                                                            Backlog




                 Retrospective
                                    Time boxed: 30 days                         Short-term
                                                                                 (Sprint)
                                                                                 Backlog
                                    Self-directed team
                                Report status     Complete       Review tasks
                                 and remove         work          and assign
                                  blockages
Feature




                                                                  resources


          “Sprint”                      Time boxed: daily                       Team Sync
                                                                                (“Scrum”)



          Visibility, inspection, adaptation
Daily Scrum
  15 minutes once a day.
  Each person answers three questions:
 1. What did you work on yesterday?
      (how much time did you spend?)

 2. What will you will be working on today?
      (any change to the remaining estimate?)

 3. Do you have any blocking issues?

Recommend:
• Capture daily meeting minutes in pages on shared OneNote.
• Include a copy of the current Burndown Chart at the top of each day’s page.
Scrum Minutes
Sprint Backlong Worksheet
Simple to use Excel sheet to track progress.
Burndown with Cumulative Flow
                                          Simpler than expected
                  200
                  180
                                                     Lost velocity   (sidetracked)
                  160
 Workitem Hours




                  140
                  120                                                        Pending

                  100                                                        In Progress
                  80
                                                                             Complete
                  60
                  40                                                         Burndow n
                  20                                                         Linear
                   0                                                         (Burndow n)
                                13

                                     17

                                          21

                                               25

                                                    29
                   1

                        5

                            9




                                     Calendar Days
Burndown with Cumulative Flow
                                          Plan growth!!        (underestimated work)


                                                               Review priorities,
                  400
                                                               cut low-priority tasks
                  350
                  300
 Workitem Hours




                  250                                                        Pending
                  200                                                        In Progress
                  150                                                        Complete
                  100                                                        Remaining
                  50                                                         Trend
                   0
                                10

                                     13

                                          16

                                               19

                                                     22

                                                          25

                                                                28
                   1

                        4

                            7




                                     Calendar Days
                                                                 Over-multitasking
Scrum Examples and Tools
PackURI M1 Daily Scrum minutes
onenote:http://windows/wex/dox/features/packaging/Shared%20Documents/DoxPack/Win7-
Design/PackUri.one#section-id={0C4B7ED7-D427-45FF-9136-BDBC5D9F82A1}&end



Rendering M1 Daily Scrum minutes
onenote:http://windows/wex/dox/features/rendering/Shared%20Documents/DOX%20Rendering%20Shared%20Not
ebook/M1%20Scrum.one#section-id={9C317007-35D7-4C72-B0D8-51889F75EF23}&end



PackURI M1 SprintBacklog Spreadsheet
jackdPackURIPackUri-SprintBacklog.xlsx



Rendering M1 SprintBacklog Spreadsheet
fengy-dev3publicWin7_FeatureCrewM1_XPS_Backlog.xlsx



SprintBacklog Template (empty to start)
tkfiltoolboxTools23572Deluxe - SprintBacklogTemplate.xlsx
Estimation “Cone of Uncertainty”
           Analysis &    Development     Stabilization
           Design

4x




       Early estimates
       vary wildly: 8x

                                       Lots of surprises:
                                       We learn as the
                                       project progresses
- 4x
Work-Item Planning
1. Create a work breakdown schedule that
   identifies the tasks to be completed.
2. For each task, define “done”. (see Defining “Done” next)
3. Estimate time* for each task. (see Planning Poker next)
   If more than 3 days:
      Decompose the task into 1/2 to 3 day work-items.
      For each work-item, define “done”.


   *All time estimates “unbuffered”.
Work-Item Planning – Agile Tips and Techniques
 After creating a high-level breakdown of tasks, prioritize the high-level
 task list based on a blending of the following three qualities:
    1. Architecturally significant
         If implemented, we are forced to design, build, and test the core architecture.

    2. High product/business value –                       key critical product features

    3. High risk         (such as, “must be able to handle 2000 concurrent transactions")
 (Applying UML and Patterns, Craig Larman, 2003, Ch 2.4, discussion of “Unified Process”).



 Use a product-value naming convention to name features and tasks:
 Naming Template:
     <action> the <result> <by|for|of|to> a(n) <object>
 Name Examples:
        Calculate the total amount of a Sale
        Calculate the total quantity sold by a Retail Outlet for an Item Description
        Determine the most recent Cash Register Assignment for a Cashier
 (Agile Software Development Ecosystems, Highsmith, 2002, Ch 20 “The FDD Process Model “)
Defining “Done”
Define “done” for each work item
  Agree on how to know when an item is “done”.
  Use a definition that clearly identifies when the item is complete.
  Insert an Excel comment* for each item to note when it is “done”.
  If assumptions about “done” change, re-do Planning Poker.
Result: Every Sprint item has a “Done” comment.

Ok:     Coding complete (“complete” can be subjective)
Better: Coding complete, unit test complete,
        working code and tests checked into branch. (“checked in” is definitive)

*TIP: Use Edit->Paste Special…->Comments to repeat the definition for like items
Planning Poker
Requires: Planning Poker card deck for each participant.
For each item in the Sprint Backlog:
1. Dev or test lead verbally describes the feature to be implemented.
2. Each person secretly selects an estimate card: 4,8,12,16,24,32,40,>40
     Estimates are in unbuffered hours.
     Estimates are only for the work to be completed during this Sprint.
3.   Everyone reveals their cards at once.
4.   High and low (and others) discuss their assumptions & decision.
5.   Repeat until the estimates converge (typically 2 to 4 iterations).
6.   Optional: Risk Assessment (“Three-point” / “Wide-band Delphi” technique)
     On the final pass ask each person to select 3 cards:
     an Optimistic time, a Most-Likely time, and a Pessimistic time.
     The divergence of optimistic and pessimistic is useful to identify high risk items.
7. Fill in results in the Initial (estimate) column of the Sprint worksheet.
8. Estimate next item.
Result : Initial column filled in for all Sprint work items
Questions / Comments
Scrum Examples and Tools
PackURI M1 Daily Scrum minutes
onenote:http://windows/wex/dox/features/packaging/Shared%20Documents/DoxPack/Win7-
Design/PackUri.one#section-id={0C4B7ED7-D427-45FF-9136-BDBC5D9F82A1}&end


Rendering M1 Daily Scrum minutes
onenote:http://windows/wex/dox/features/rendering/Shared%20Documents/DOX%20Rendering%20Shared%20Not
ebook/M1%20Scrum.one#section-id={9C317007-35D7-4C72-B0D8-51889F75EF23}&end


PackURI M1 SprintBacklog Spreadsheet
jackdPackURIPackUri-SprintBacklog.xlsx


Rendering M1 SprintBacklog Spreadsheet
fengy-dev3publicWin7_FeatureCrewM1_XPS_Backlog.xlsx


SprintBacklog Template (empty)
tkfiltoolboxTools23572Deluxe - SprintBacklogTemplate.xlsx


MS-EE Scrum and Agile Project Management class
http://mylearning/CourseDetails.aspx?COURSENO=COUR2006051616181112700341&title=Scrum%20and%20Ag
ile%20Project%20Management


MS-EE Scrum Wiki
http://wiki/default.aspx/Microsoft.Teams.EEG/Scrum.html
Related Reading

5 Questions on Agile Development, October 2007, Steve McConnell
http://blogs.construx.com/blogs/stevemcc/archive/2007/10/08/5-questions-on-agile-development.aspx


Legacy of Agile Software Development, 2007, Steve McConnell
http://www.construx.com/Page.aspx?hid=1821


Why I Don‟t Use Story Points for Sprint Planning, Mike Cohn
(or “Estimate Sprint Work Items in „Hours‟ instead of „Story Points‟ ”)
http://blog.mountaingoatsoftware.com/?p=15


Don‟t Average During Planning Poker, Mike Cohn
http://blog.mountaingoatsoftware.com/?p=14


Toward a Catalog of Scrum Smells, Mike Cohn
(or “How to Tell When Good Scrum Goes Bad”)
http://www.mountaingoatsoftware.com/system/article/file/11/ScrumSmells.pdf

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Agile Project Management with Scrum (Jack Davis)

  • 1. Agile Project Management with Scrum Jack Davis
  • 2. Agenda Agile Quick Overview Scrum / Daily Scrum Sprint Backlog Worksheet & Burndown Chart Agile Work Breakdown and Estimating
  • 3. Traditional Waterfall Requirements  Analyze  Design  Implement  Test  Release Sequential Steps
  • 4. Agile Manifesto (2001) “We are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value: Individuals and interactions over processes and tools. Working software over comprehensive documentation. Customer collaboration over contract negotiation. Responding to change over following a plan. That is, while there is value in the items on the right, we value the items on the left more.”
  • 5. Agile Software Methods Adaptive Software Development – ASD Crystal Clear Dynamic Systems Development Method – DSDM Extreme Programming – XP Evolutionary Development - EVO Feature-Driven Development – FDD Lean Development Scrum many other variations...
  • 6. What is Agile? Non-Waterfall, non-sequential Incremental, iterative, time-boxed processes Light-weight, designed for ease of use Focused on flexibility Targets maximizing product-value given fixed resources and schedules. Product-focus rather than process-focus Deemphasizes long-range planning details Focuses planning on the immediate iteration Promotes openness and transparency Provides improved visibility to stakeholders
  • 7. Project Management Workflow Product Vision Document Engineering System Establish Mitigate risks Milestone milestone dates and Schedule and goals dependencies Project Conduct Align milestone schedules & reviews communicate status Estimate and Align features Feature prioritize to milestones Schedule Feature features Report status Complete Review tasks and remove work and assign blockages resources
  • 8. What‟s different with Scrum? Estimate and Align features Long-term Feature prioritize (Product) features to milestones Schedule Backlog Retrospective Time boxed: 30 days Short-term (Sprint) Backlog Self-directed team Report status Complete Review tasks and remove work and assign blockages Feature resources “Sprint” Time boxed: daily Team Sync (“Scrum”) Visibility, inspection, adaptation
  • 9. Daily Scrum 15 minutes once a day. Each person answers three questions: 1. What did you work on yesterday? (how much time did you spend?) 2. What will you will be working on today? (any change to the remaining estimate?) 3. Do you have any blocking issues? Recommend: • Capture daily meeting minutes in pages on shared OneNote. • Include a copy of the current Burndown Chart at the top of each day’s page.
  • 11. Sprint Backlong Worksheet Simple to use Excel sheet to track progress.
  • 12. Burndown with Cumulative Flow Simpler than expected 200 180 Lost velocity (sidetracked) 160 Workitem Hours 140 120 Pending 100 In Progress 80 Complete 60 40 Burndow n 20 Linear 0 (Burndow n) 13 17 21 25 29 1 5 9 Calendar Days
  • 13. Burndown with Cumulative Flow Plan growth!! (underestimated work) Review priorities, 400 cut low-priority tasks 350 300 Workitem Hours 250 Pending 200 In Progress 150 Complete 100 Remaining 50 Trend 0 10 13 16 19 22 25 28 1 4 7 Calendar Days Over-multitasking
  • 14. Scrum Examples and Tools PackURI M1 Daily Scrum minutes onenote:http://windows/wex/dox/features/packaging/Shared%20Documents/DoxPack/Win7- Design/PackUri.one#section-id={0C4B7ED7-D427-45FF-9136-BDBC5D9F82A1}&end Rendering M1 Daily Scrum minutes onenote:http://windows/wex/dox/features/rendering/Shared%20Documents/DOX%20Rendering%20Shared%20Not ebook/M1%20Scrum.one#section-id={9C317007-35D7-4C72-B0D8-51889F75EF23}&end PackURI M1 SprintBacklog Spreadsheet jackdPackURIPackUri-SprintBacklog.xlsx Rendering M1 SprintBacklog Spreadsheet fengy-dev3publicWin7_FeatureCrewM1_XPS_Backlog.xlsx SprintBacklog Template (empty to start) tkfiltoolboxTools23572Deluxe - SprintBacklogTemplate.xlsx
  • 15. Estimation “Cone of Uncertainty” Analysis & Development Stabilization Design 4x Early estimates vary wildly: 8x Lots of surprises: We learn as the project progresses - 4x
  • 16. Work-Item Planning 1. Create a work breakdown schedule that identifies the tasks to be completed. 2. For each task, define “done”. (see Defining “Done” next) 3. Estimate time* for each task. (see Planning Poker next) If more than 3 days: Decompose the task into 1/2 to 3 day work-items. For each work-item, define “done”. *All time estimates “unbuffered”.
  • 17. Work-Item Planning – Agile Tips and Techniques After creating a high-level breakdown of tasks, prioritize the high-level task list based on a blending of the following three qualities: 1. Architecturally significant If implemented, we are forced to design, build, and test the core architecture. 2. High product/business value – key critical product features 3. High risk (such as, “must be able to handle 2000 concurrent transactions") (Applying UML and Patterns, Craig Larman, 2003, Ch 2.4, discussion of “Unified Process”). Use a product-value naming convention to name features and tasks: Naming Template: <action> the <result> <by|for|of|to> a(n) <object> Name Examples: Calculate the total amount of a Sale Calculate the total quantity sold by a Retail Outlet for an Item Description Determine the most recent Cash Register Assignment for a Cashier (Agile Software Development Ecosystems, Highsmith, 2002, Ch 20 “The FDD Process Model “)
  • 18. Defining “Done” Define “done” for each work item Agree on how to know when an item is “done”. Use a definition that clearly identifies when the item is complete. Insert an Excel comment* for each item to note when it is “done”. If assumptions about “done” change, re-do Planning Poker. Result: Every Sprint item has a “Done” comment. Ok: Coding complete (“complete” can be subjective) Better: Coding complete, unit test complete, working code and tests checked into branch. (“checked in” is definitive) *TIP: Use Edit->Paste Special…->Comments to repeat the definition for like items
  • 19. Planning Poker Requires: Planning Poker card deck for each participant. For each item in the Sprint Backlog: 1. Dev or test lead verbally describes the feature to be implemented. 2. Each person secretly selects an estimate card: 4,8,12,16,24,32,40,>40 Estimates are in unbuffered hours. Estimates are only for the work to be completed during this Sprint. 3. Everyone reveals their cards at once. 4. High and low (and others) discuss their assumptions & decision. 5. Repeat until the estimates converge (typically 2 to 4 iterations). 6. Optional: Risk Assessment (“Three-point” / “Wide-band Delphi” technique) On the final pass ask each person to select 3 cards: an Optimistic time, a Most-Likely time, and a Pessimistic time. The divergence of optimistic and pessimistic is useful to identify high risk items. 7. Fill in results in the Initial (estimate) column of the Sprint worksheet. 8. Estimate next item. Result : Initial column filled in for all Sprint work items
  • 21. Scrum Examples and Tools PackURI M1 Daily Scrum minutes onenote:http://windows/wex/dox/features/packaging/Shared%20Documents/DoxPack/Win7- Design/PackUri.one#section-id={0C4B7ED7-D427-45FF-9136-BDBC5D9F82A1}&end Rendering M1 Daily Scrum minutes onenote:http://windows/wex/dox/features/rendering/Shared%20Documents/DOX%20Rendering%20Shared%20Not ebook/M1%20Scrum.one#section-id={9C317007-35D7-4C72-B0D8-51889F75EF23}&end PackURI M1 SprintBacklog Spreadsheet jackdPackURIPackUri-SprintBacklog.xlsx Rendering M1 SprintBacklog Spreadsheet fengy-dev3publicWin7_FeatureCrewM1_XPS_Backlog.xlsx SprintBacklog Template (empty) tkfiltoolboxTools23572Deluxe - SprintBacklogTemplate.xlsx MS-EE Scrum and Agile Project Management class http://mylearning/CourseDetails.aspx?COURSENO=COUR2006051616181112700341&title=Scrum%20and%20Ag ile%20Project%20Management MS-EE Scrum Wiki http://wiki/default.aspx/Microsoft.Teams.EEG/Scrum.html
  • 22. Related Reading 5 Questions on Agile Development, October 2007, Steve McConnell http://blogs.construx.com/blogs/stevemcc/archive/2007/10/08/5-questions-on-agile-development.aspx Legacy of Agile Software Development, 2007, Steve McConnell http://www.construx.com/Page.aspx?hid=1821 Why I Don‟t Use Story Points for Sprint Planning, Mike Cohn (or “Estimate Sprint Work Items in „Hours‟ instead of „Story Points‟ ”) http://blog.mountaingoatsoftware.com/?p=15 Don‟t Average During Planning Poker, Mike Cohn http://blog.mountaingoatsoftware.com/?p=14 Toward a Catalog of Scrum Smells, Mike Cohn (or “How to Tell When Good Scrum Goes Bad”) http://www.mountaingoatsoftware.com/system/article/file/11/ScrumSmells.pdf

Editor's Notes

  1. Show sample OneNote Scrum milestone notes for Packaging and RenderingShow sample Daily Scrum minutes from PackURI Feature Crew for FC070104Show PackURI progress sequence FC070921 to FC071016PackURI M1 Daily Scrum minutesonenote:http://windows/wex/dox/features/packaging/Shared%20Documents/DoxPack/Win7-Design/PackUri.one#section-id={0C4B7ED7-D427-45FF-9136-BDBC5D9F82A1}&amp;endRendering M1 Daily Scrum minutesonenote:http://windows/wex/dox/features/rendering/Shared%20Documents/DOX%20Rendering%20Shared%20Notebook/M1%20Scrum.one#section-id={9C317007-35D7-4C72-B0D8-51889F75EF23}&amp;end(Slide source &amp; notes: jackd)
  2. (Slide source: jackd)
  3. (Slide source: jackd)
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