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Scrum Reference Card
‘by Michael James and Luke Walter
About Scrum
A Management Framework
Scrum is a management framework for incremental product
Govelopment using one or more cross-functional, self-organizing teams
‘of about seven people each
It provides a structure of roles, meetings, rules, and artifsets. Teams are
responsible for ereating and adapting their processes within this
framework.
Scrum uses fixed-length iterations, called Sprints. Sprints are no more
than go days long, preferably shorter. Seram teams try to build a
potentially releasable (properly tested) product increment every Sprint.
An Alternative to Waterfall
Scrum’s incremental, iterative approach trades the traditional phases of
"waterfall" development forthe ability to develop a subset of high-value
features firs, incorporating feedback sooner.
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‘The greatest potential benefit of Scrum is for complex work involving,
knowledge eceation and collaboration, such as new product
evelopment. Serum is usually associated with object-oriented software
development. Its use has aso spread to the development of products
such as semiconductors, mortgages, and wheelchairs
Doing Scrum, or Pretending to Do Scrum?
individuals, teams, and organizations. Many people claiming to do
Serum modify the pars that require breaking through organizational
impediments and end up robbing themselves of most ofthe benefits.
Scrum Development Team
+ Cross-funetional et, includes members with testing skills, and
‘others not traditionally called developers: business analysts,
‘designers, domain experts, ete.)
+ Selforganizing / self managing, without externally assigned roles
+ Plans one Sprint ata time with the Product Owner
+ Has autonomy regarding how to develop the increment
+ Intensely collaborative
+ Most successful when located in one team room, particularly for the
first fev Sprints
+ Most successful with long-term, full-time membership. Scrum moves
‘work toa flexible learning team and avoids moving people or
splitting them between teams.
+ 623 members
+ Has a leadership role
Product Owner
+ Single person responsible for maximizing the return on investment
(ROD ofthe development effort
+ Responsible for product vision
+ Constantly re-prioritizes the Produet Backlog, adjusting any long
‘term expectations such as release plans
+ Final arbiter of requirements questions
+ Decides whether to release
+ Decides whether to continue development
+ Considers stakeholder interests
+ May contribute asa team member
+ Has a leadership role
Scrum Master
+ Works with the organization to make Scrum possible
+ Ensures Serum is understood and enacted
+ Creates an environment conducive to team self-organization
+ Shields the team from external interference and distractions to keep
itin group flow (aka. the zone)
+ Promotes improved engineering practioes
+ Has no management authority over the team
+ Helps resolve impediments
+ Has aleadership role‘Sprint Planning
Meeting
Dally Serum
‘Sprint vow
Meeting
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Revrspecive
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Sprint Planning Meeting
At the beginning ofeach Sprint, the Product Owner and team hold a
Sprint Planning Meeting to negotiate which Product Backlog Items they
‘will attempt to convert to working produet during the Sprint. The
Product Owner is responsible for declaring whieh items are the most
‘important to the business. The Development Team is responsible for
selecting the amount of work they fee! they can implement without
aceruing technical debt. The team “pulls” work from the Product
Backlog tothe Sprint Backlog.
‘When teams are given complex work that has inherent uncertainty,
they must work together to intuitively gauge how much work to pull
into a Sprint, while learning from previous Sprints. Planning their
hourly capacity and comparing their estimazes to actuals makes the
team pretend to be precise and reduces ownership. Unless the work is
truly predictable, they should diseard such practices within the frst few
Sprints or avoid them altogether.
‘Until a team has learned how to complete a potentially releasable
product increment each Sprint, it should reduce the amount of
functionality it plans. Failure to change old habits leads to techaieal
bt and eventual design death, as shown in Figure 1.
If the top of the Product Backlog has not been refined, portion of the
Planning meeting might be spent doing this.
‘Toward the end ofthe Sprint Planning Meeting, the team determines
how it will accomplish the work. For example they may break the
selected items into an initial list of Sprint Tasks.
‘The maximum allotted time (a.k.a. timebox) for planning a 30-day
Sprint is eight hours, reduced proportionally fr a shorter Sprint.
Product Backlog Sprint Backlog
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Daily Scrum and Sprint Execution
Every day atthe same time and place, the Serum Development Team
members spend a total of 15 minutes inspecting their progress toward
the Sprint goal, and creating a plan for the day, Team members share
‘with each other what they did the previous day to help meet the Sprint
‘308, what they'll do today, and what impediments they face.
‘Standing up at the Daily Serum will help keep it shor, Topies that
‘require additional attention may be discussed by whoever is interested
after every team member has reported,
‘The team may find it useful to maintain a current Sprint Task List, and
Sprint Burndown Chart. During Sprint exceution itis common to
discover addtional tasks necessary to achieve the Sprint goals.
Impediments caused by issues beyond the team’s control are
considered organizational impediments
‘The Daly Serum is intended to disrupt old habits of working
separately. Members should remain vigilant fr signs ofthe old
approach, For example, looking only at the Serum Master when
speaking is one symptom thatthe team hasn't learned to operate as &
selForganizing entity.
Sprint Review Meeting
At the end ofthe Sprint, the Serum Team hokds a Sprint Review
‘Meeting to demoastrate a working product inerement to everyone who
is interested, particularly outside stakeholders.
‘The meeting should feature a ive demonstration, nota report.
‘The Product Owner reviows the items selected during the Sprint
Planning Meeting and explains which items are considered done. For
‘example, a software item that is merely “cade complete" is considered
rot done, because untested software isn’t shippable. Incomplete items
are returned to the Product Backlog and ranked according to the
Produet Owners revised priorities as eandidates for future Sprints,
“The Scrum Master helps the Product Owner and stakeholders convert
their feedback to new Product Backlog Items for prioritization by the
Produet Owner. Often, new scope discovery outpaces the team’s rate of
development. Ifthe Product Owner fees that the newly discovered
scope is more important than the original expectations, new seope
displaces old scope in the Product Backlog. Some items will never be
done.
“The Sprint Review Meeting is the appropriate meeting for external
stakeholders (even end users) to attend, Its the opportunity to inspect
land adapt the product as it emerges. New products, particularly
software produits, are hard to visualize in a vacuum. Many customers
‘need to beable to react to a piece of functioning software to discover
‘what they will actually want. erative development, a value-driven
approach, allows the creation of products that coulda’t have been
specified up front in a plan-driven approach,Sprint Retrospective Mecting
Lach Sprint ends with a retrospective. At this meeting. the team reflects
‘utils wu prowess. They iuepeet ver belasiveand take action to adapt
{for fom Spins
Dodlented Semim Masters will find altemarlvesto the stale, feasful
meetings everyone has come to expect. An in-depth retrospective
requires an environment of payehological safety not found in most
‘organirations. Without safety, the retrospective discussion wil either
avoid Unv uueoulortable issue or Ueterivrae into blaming and.
Trost.
‘Nemmon impestiment ra fol rmnaparency an the team is the presence
‘of people who conduct performance appraisals.
Another impediment to an insishtful retrospective isthe human
lendeney to jump to conclusions an propose actions too quickly. Agile
etrospecrives, the mast popiiar hook on this top, describes a series,
‘lsteps (oslo tis prowess down, Se Une slaw, gather data, zenerate
incight,deide what rod, loan the retrogpective. Another zuide
recommended for Scrum Masters, Yhe Art of Focused Conversations.
bres le proces in sila steps: Objective reflective, interpretive,
andl decisional (ORI) =
third impediment to psyrhfogieal cafety is gangraphiedstibtion
Geographically dispersed teams usualy do not collaborate as well as
those in team rooms.
Retrospectives often expose organizational impediments. Once a team
hhas resolved the impediments within its immediate inuence, the
Serum Master should work to expand that influence, chipping away at
‘the organizational impediments
Scrum Masters should usea variety of techniques to facilitate
retrospectives, including silent writing, timelines, and satisfaction
histograms. In all cases, the goals are to gain a common understanding
‘of multiple perspectives and to develop actions that will take the team
and organization tothe neat level
Backlog Refinement Meeting
‘Most Product Backlog Items (PBIs) intially need refinement because
they are too large and poorly understood. While Backlog Refinement is
nota required event, itis a required activity. Most Scrum Teams find it
‘useful to take a short time out of every Sprint for this activity. They get
together to prepare the Product Backlog for upcoming Sprint Planning
‘Meetings.
In the Backlog Refinement Meeting, lage vague items are split and
clarified, considering both business and technical concerns. Sometimes
a subset of the team, in conjunction with the Produet Owner and other
stakeholders, will eompose and spit Product Backlog Items before
invelving the entire eam.
While refining items, the team may estimate the amount of effort they
would expend to complete items in Uw Product Baeklox and provides
‘other technical information to ep the Pradiiet Oumer priortie them,
A lied Serum Master ean help the team i@emtify thin vertical slices of
‘york thal sll ave business value, lute promoting.a rigorous
{finition of one" that inehdes proper testing and refactoring.
It is eomman ta unite Prndnet Raekag Tom int
this approach, oversized I'lls are called epics. Tr
Dorel ealure inlo horizontal tate (resembling waterfall phases) that
cannot be pririiend independently nd le: hasiness value from the
‘customers petspecive, This habits hard to break
Ally nequtes Learning to split lar epis into user stories
representing very small product fentures. For example, in a medical
ecards application the epic “display the entire sontents ofa patient's
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allergy records toa doctor" yielded the story “display whether or not
any allergy records exist.” While the engineers anticipated significant
technical challenges in parcing the internal aepocte ofthe allergy
records the presence or absence of any allergy was the most important
thing the doctors needed to know. Collaboration between business
people and technical people to split this epie yielded a story
‘representing 80% of the business value for 20% of the effort of the
original epic.
ince most customers don't use mast features of most products, i's
ice to anit epics to deliver the most valuable stores first. While
dtvering lower alu features ate key to ivole some rework,
‘This activity has also been called “Backlog Grooming,"“Backlog
Maintenance,” oF “Story Time.”
igure ein cig Refer arg Ps fe cae "ys arte pa he Prd
‘Bak oan cote fa es Car nt hora epleneton pase
‘Scrum defines three artifaets: Product Backlog, Sprint Backlog, and
Increment,
Product Backlog
oly one item
atatime
topttems is top priority
pranular
ee Pr
‘TMforee ranked (prioritized) Bit of desired functionality
Visible to all etakehalders
+ Anystakeholder (including the Team) can add items
+ Constantly re-prioritized by the Product Owner
+ Coustantly refined by the Seruiu Teaus
+ Hemet tp shoul be smaller (eg. smaller than 1/4 of Sprint) than
items at bottom