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  1. # Index
  2. ### A Absolute sizes, vs. relative sizes in estimation,
  3. 125–128 Acceptance criteria
  4. conditions of satisfaction related to
  5. product backlog, 77 defined, 401 definition of ready and, 110 product owner defining and verifying,
  6. 169–170 user stories containing confirmation
  7. information, 85–86 Acceptance-test-driven development (ATTD),
  8. 85–86, 402 Acceptance tests
  9. conditions of satisfaction expressed via, 85 defined, 401 product owner responsibilities and, 169 verifying conditions of satisfaction, 77 Accountability, of product owner, 173 Accrual of technical debt, managing, 149–152 Accuracy
  10. defined, 402 vs. precision in estimation, 125, 274–275 Actions, resulting from retrospective
  11. deciding what action to take, 389–390 determining possible actions, 387–388 follow through on, 391–392 as output of sprint retrospective, 381 selecting insights to act on, 388 Activities
  12. defined, 402 overview of, 16–18 Adaptation. See also Prediction and adaptation
  13. principle, in agile development balancing predictive work with adaptive
  14. work, 43–44 based on product review, 371
  15. daily scrum as inspect-and-adapt activity,
  16. 354 defined, 402 discovering your own path forward, 396 and exploration in approach to
  17. development, 39–40 as focus of planning rather than
  18. conformance, 249–251 leveraging variability, 35–36 plan-driven development compared with
  19. agile development, 59 responsibilities of development team,
  20. 197–198 sprint retrospective and, 375 sprint review and, 363 Agile development
  21. concerns about adopting, 225 defined, 402 managers promoting agile values, 233–234 no end state in, 395 overview of, 1–3 plan-driven approach compared with,
  22. 59–60 product backlog in, 1 sharing best practices, 396–397 The Agile Manifesto (Beck), xxxi, 30,
  23. 204–205, 210 Agile principles
  24. accepting that you can’t get it right up
  25. front, 38–39 adapting to real-time information and
  26. replanning based on, 54 adaptive, exploratory approach, 39–40 balancing predictive work with adaptive
  27. work, 43–44 batch sizes in, 48–49 cost of change and, 40–43 cost of delays and, 52–54
  28. Agile principles (continued )
  29. product backlog as, 18–19 sprint backlog as, 18 Asset teams, 214. See also Component teams Assets
  30. embracing helpful variability, 32–33 focusing on idle work, 51–52 inspection, adaptation, and transparency,
  31. 35–36 inventory management, 49–50 iterative and incremental approach to
  32. measuring progress by asset validation,
  33. 54–55 monitoring and reports focusing on asset
  34. validation, 236 Assumptions
  35. development, 33–35 keeping options open, 37–38 learning loops in, 45–46 measuring progress by asset validation,
  36. calculating release costs and, 325–326 defined, 402 replanning based on validation of, 251 validated learning and, 45, 304 Atmosphere, setting for sprint retrospective,
  37. 54–55 minimizing unnecessary formality, 57–58 organizing workflow for fast feedback,
  38. 382 ATTD (Acceptance-test-driven development),
  39. 46–47 overview of, 29–32 prediction and adaptation, 37 quality built-in to development process,
  40. 85–86, 402 Attendance
  41. sprint retrospective issues, 392 sprint review issues, 372–373 Authority, levels of (Appelo), 230 Automated testing, 149, 355–356
  42. 56–57 reducing uncertainty, 36–37 sustainable pace in performance of work, 56 validated learning in, 44–45 value-centric delivery in, 55 variability and uncertainty and, 32 work in process (WIP) and, 48 Agile Retrospectives (Derby and Larsen), 379 All-at-once product development
  43. ### B Batch size
  44. in agile development, 48–49 comparing plan-driven development with
  45. defined, 402 in origins of Scrum, 3 All-before-any approach
  46. agile development, 60 defined, 403 Benefits of Scrum, 4–5 Best practices, 396–397 Blame
  47. defined, 402 to work in process, 48 Anticipatory process. See plan-driven
  48. development Appelo, Jurgen, 230 Approach
  49. creating blame-free atmosphere for sprint
  50. retrospective, 382 sprint retrospective issues, 393 “Boil-the-ocean” projects, 65 Boy Scout rule
  51. defined, 402 essential scrum includes, xxix realizing Scrum practices, 13 Artifacts
  52. defined, 403 servicing technical debt when you happen
  53. defined, 402 just-in-time approach to creating work
  54. upon it, 158–159 Budget constraint
  55. products, 43 managing inventory of planning artifacts,
  56. fixed date approach, 313–314 fixed everything approach, 311–312 fixed scope and date approach, 312–313 fixed scope approach, 313 in release planning, 311
  57. 251–252 potentially shippable product increment
  58. as, 25–26
  59. Burndown chart
  60. defined, 403 for fixed-scope release, 327–328 sprint, 357–359 Burnup charts
  61. defined, 403 for fixed-scope release, 328–329 sprint, 359–360 Business
  62. engagement pattern with, 170 making technical debt visible at business
  63. level, 153–154 ScrumMaster skills related to business
  64. domain, 188
  65. ### C Cadence
  66. benefits of consistent duration of sprints,
  67. 67–68 defined, 403 Capacity
  68. defined, 403 in Kanban, 10 measuring in effort-hours, 342–343 measuring in story points, 342 sprint planning, 22, 340–342 underutilization of, 351 Card format, for user stories, 83–84 Ceremony
  69. defined, 403 minimizing unnecessary, 57–58, 368 plan-driven development compared with
  70. agile development, 60 Change
  71. consequences of, 70–71 handling cost of, 40–43 maintaining sprint goals despite, 69–73 managing, 79 overcoming the status quo, 398–399 as product backlog item, 101 Change agent, ScrumMaster as, 187, 191 Chaotic domain
  72. in Cynefin framework, 6–7, 9 defined, 403 Checkpoints, short duration sprints providing
  73. frequent, 66–67
  74. Chickens and pigs, 25, 403 Chief product owner, 183–184, 404 Clarification, of sprint goals, 69–70 Closing retrospectives, 390–391 Closure, timeboxing enforcing, 63 CMMI maturity model, 395 Coach
  75. a day in the life of ScrumMaster, 190 ScrumMaster as, 16, 185–186 Code refactoring. See Refactoring code Cohn, Mike, xxv, xxxiii–xxxiv, 129–130, 206,
  76. 395, 397–398 Collaboration
  77. benefits of face-to-face communication, 205 cross-cluster, 240–241 funneling through project manager,
  78. 242–243 of product owner with development team,
  79. 170–171 of product owner with stakeholders, 171 ScrumMaster skills, 189 in sprint review, 370 Commercial development projects, 177–179 Commercial-off-the-shelf (COTS), 8 Commitment
  80. as basis of sprint goals, 69 change and, 71 checking if realistic, 344–345 defined, 404 of development team, 207–208 estimates contrasted with, 124–125 sporadic attendance and, 372–373 sprint planning outcomes and, 17–18, 346 Communication
  81. channels between teams, 240–241 development team skills/characteristics,
  82. 204–205 facilitating shared understanding, 81–82 product owner skills, 172–173 of progress in fixed-date release, 329–330 of progress in fixed-date release planning,
  83. 327–329 ScrumMaster skills, 189–190 of sprint execution progress, 356 transparency of, 205–206 Competence, managers developing team
  84. members, 231–232
  85. Complaints, sprint retrospective issues, 393 Complex adaptive systems
  86. planning release of features to customers,
  87. 308 product roadmap and, 260 Continuous improvement
  88. defined, 404 flight pattern of geese illustrating, 199 Scrum origins and, 3 Complex domain
  89. no end state in Scrum, 395 sprint retrospective and, 375 while applying iterative and incremental
  90. in Cynefin framework, 6–8 defined, 404 Complexity, Scrum providing confidence in
  91. development, 34 Continuous integration
  92. defined, 404 helping work at a sustainable pace, 209 technical practice, 355 use of good practices prevents accrual of
  93. handling, 6 Complicated domain
  94. in Cynefin framework, 6–8 defined, 404 Component teams
  95. technical debt, 149 Contracts, limitations of fixed-price contracts,
  96. combining with feature teams, 217–218 defined, 404 feature teams compared with, 213–216 product owner for, 177, 180–181 when defining a product, 116 when to use, 216 Components
  97. 235 Conversations
  98. in development of user stories, 84–85 facilitating shared understanding, 81–82 Coordination. See also Collaboration
  99. cross-cluster, 240–241 funneling through project manager,
  100. development of, 213–214 development projects, 180–181 integration and testing, 46–47 Conditions of satisfaction, 404. See also
  101. 242–243 Cost of delay
  102. Agile principles and, 52–54 comparing plan-driven development with
  103. Acceptance criteria Confidence, acquiring in sprint planning,
  104. agile development, 60 defined, 404 portfolio planning and, 271–274 for properly quantifying technical debt
  105. 344–346 Confidence threshold
  106. defined, 404 for product planning, 290, 298 targeting realistic, 300–302 Confirmation information, in user stories,
  107. economics, 150–152 Costs
  108. calculating in release planning process,
  109. 325–326 handling cost of change, 40–43 of idle work, 52–53 Scrum reducing, 6 technical debt impacting development
  110. 85–86 Conformance to plans, in plan-driven
  111. development, 54, 60, 250 Constraints, in release planning
  112. fixed date, 313–314 fixed everything approach, 311–312 fixed scope, 313 fixed scope and date, 312–313 inputs to sprint planning, 338 overview of, 311 updating, 314 variable quality and, 313–314 Continuous deployment (delivery)
  113. costs, 142–143 COTS (Commercial-off-the-shelf), 8 Cross-cluster collaboration, 240–241 Cross-functional diversity and sufficiency, of
  114. development team, 200–201 Cross-functional teams
  115. in agile development, 2 defined, 405 feature teams, 213
  116. defined, 404
  117. high-bandwidth communication and, 205 managers forming, 228–229 quality built-in to development process,
  118. 56–57 vs. role-specific teams, 195–196 Cunningham, Ward
  119. on refactoring, 149 on technical debt, 139–140 Customer satisfaction
  120. Scrum benefits, 6 technical debt decreasing, 144 Customer uncertainty
  121. defined, 405 reducing, 36 Customers
  122. engagement pattern with, 170–171 planning release of features to, 307 product owner understanding needs of, 166 repaying technical debt while performing
  123. customer-valuable work, 160–162 value-centric delivery focused on needs
  124. of, 55 value of user stories to, 90 Cynefin framework
  125. defined, 405 for situation-appropriate decision making,
  126. 6–7
  127. ### D Daily planning, 258, 264–265 Daily scrum
  128. approaches to, 397 daily planning during, 264–265 defined, 405 sprint execution and, 354 sprints and, 23–25 when grooming occurs and, 108 Daily stand-up. See Daily scrum Date constraint
  129. fixed date approach, 313–314 fixed everything approach, 311–312 fixed scope and date approach, 312–313 fixed scope approach, 313 in release planning, 311 Deadlines, resulting in technical debt,
  130. 144–145
  131. Decision making
  132. economic filter for go/no-go decision
  133. making, 275–276 illusion of certainty and, 303 incremental/provisional approach to
  134. funding, 304–305 keeping options open, 37–38, 249 plan-driven development compared with
  135. agile development, 59 by product owner, 173 which work needs to be done, 353–354 which work to start, 352 DEEP (Detailed appropriately, Emergent,
  136. Estimated, and Prioritized) appropriate detail, 101–102 characteristics of good product backlog, 101 defined, 405 emergent nature of, 102 prioritization in, 103–104 size estimates in, 102–103 Defects
  137. compounding, 142 defining when sprint is complete or done
  138. and, 75 as product backlog item, 100–101 as technical debt, 139 Defined process, in plan-driven development,
  139. 32 Definition of done
  140. checklist, 74–76 confidence threshold as envisioning, 290 defined, 405 development team needs skills to meet,
  141. 200–201 evolving over time, 76–77 for managing technical debt, 149–150 no end state in Scrum, 395 nonfunctional requirements for inclusion
  142. in, 93 overview of, 25–26 preventing accrual of technical debt, 150 versus acceptance criteria, 77 what work needs to be done, 353–354 Definition of ready
  143. acceptance criteria, 169 checklist, 109–110 defined, 405
  144. Definition of ready (continued )
  145. PBI estimation, 123–124 product owner collaborating with, 166,
  146. overview, 108–110 product backlog items for sprint planning,
  147. 170–171 responsibilities of, 196–197 role of, 16 role-specific teams, 195–196 rules of Planning Poker and, 132 as Scrum role, 16 self-organizing nature of, 198–200 small size of, 206 sprint planning, 21–23 sustainable pace in performance of work,
  148. 336 providing boundaries for work at the task
  149. level, 353 selecting product backlog items and, 344 understanding how to demonstrate items
  150. at sprint review, 370 Delays, cost of. See Cost of delay Delegation, as means of empowering teams,
  151. 230 Deliverables. See also Potentially shippable
  152. 208–209 T-shaped skills, 201–203 technical practices for task performance,
  153. product increments (PSIs) short duration sprints and, 65–66 technical debt increasing time to delivery,
  154. 355–356 transparency of communication, 205–206 when grooming occurs and, 107–108 Discussions
  155. 142 Demonstration aspect, of sprint review, 368,
  156. 370 Design flaws, as technical debt, 139 Detail
  157. in sprint review, 371 when estimating, 121–122 when writing user stories, 81–82, 85 Disorder domain
  158. in product backlog, 101–102 in user stories, 86–88 Development team
  159. in Cynefin framework, 6–7, 9 defined, 406 Diversity, of development team, 200–201 Documentation
  160. accountability of product owner to, 173 communication skills of, 204–205 cross-functional diversity and sufficiency
  161. conversations compared with, 81–82 cost of delay example involving, 53–54 in definition of done, 74 lack of in VersionOne 2011 survey, 225 plan-driven development as document-
  162. of, 200–201 daily scrum for, 23 defined, 405 focus and commitment of, 207–208 grooming product backlog, 105–106 long-lived nature of, 209–211 multiple teams with one product backlog,
  163. centric process, 57 in Scrum development, 57–58 supplementing user stories, 84 Domain skills, of product owner, 171–172 Done
  164. 115–116 Musketeer attitude (all for one, one for all),
  165. 203–204 one team with multiple product backlogs,
  166. acceptance criteria compared with, 77 checklist, 74–76 defined, 406 done vs. done done, 77–78 evolution of definition of done over time,
  167. 117–118 overview of, 195 participant in product planning, 288–289 participant in release planning, 308 participant in requirements conversation,
  168. 76–77 no end state in Scrum, 395 sprint review confirming, 367–368 value of strong definition of done in
  169. 84 participant in sprint execution, 348 participant in sprint planning, 335 participant in sprint retrospective, 377 participant in sprint review, 364–365
  170. preventing accrual of technical debt, 149–150
  171. Dot voting
  172. defined, 406 selecting which insights to act on, 388 Duration, of sprints
  173. calculating from estimated size and
  174. measured velocity, 119–120 consistency of, 67–68 short duration preference, 64–67 story points in calculation of, 128
  175. ### E Economic filter
  176. defined, 406 for go/no-go decision making, 275–276 Economics
  177. of abnormal sprint termination, 72–73 of aligning all teams to a single product
  178. backlog, 115–116 of change, 70–71 of component teams, 218 of developing a project plan per sprint, 349 focusing on short time horizon in product
  179. planning, 302 improved by fast feedback, 65 incremental/provisional funding, 304–305 learning fast and pivoting as necessary, 305 of long-lived teams, 210 managing, 167–168, 236 marginal economics applied to in-process
  180. products, 283–285 of product planning, 299–300 of release approach, 253 of rising development costs, 142 single versus multiple release, 252–253 of smaller, more frequent releases, 279–280 speed and efficiency and, 302–303 targeting realistic confidence threshold,
  181. 300–302 of technical debt, 150–152 validated learning, 303–304 Economies of scale, manufacturing vs.
  182. product development, 48 Effort/cost, scheduling portfolio backlog
  183. items and, 274 Effort hours
  184. capacity in, 342–343
  185. checking if commitment is realistic,
  186. 344–345 tasks in, 122 Emergent opportunities
  187. defined, 406 embracing quickly, 278–279 Emotions seismograph
  188. defined, 406 mining for insights, 385 sprint retrospective and, 384–385 Empirical process control (Schwaber and
  189. Beedle), 35, 406 End of life, not repaying technical debt for
  190. products approaching, 157 End uncertainty
  191. defined, 406 reducing uncertainty, 36 Enjoyment, Scrum benefits, 6 Enterprise Transition Community (ETC), 398 Environment, managers’ responsibilities
  192. aligning internal groups, 234 aligning partners, 234–235 promoting agile values, 233–234 removing organizational impediments,
  193. 234 Envisioning. See Product planning Epics
  194. defined, 406 estimating, 103 in release train, 221 representing product backlog items,
  195. 294–295 size of user stories and, 86–88 story mapping technique and, 96 Errors, setting limit or bound on, 65 Estimable criteria, INVEST, 91–92 Estimation
  196. accuracy vs. precision, 125, 274–275 commitments contrasted with, 124–125 defined, 407 development team in PBI estimation,
  197. 123–124 ideal days for measurements in, 128–129 overview of, 119–120 of PBIs, 121 Planning Poker approach, 129–133 of product backlog, 121–122
  198. Estimation (continued )
  199. plan-driven development compared with
  200. product owner and, 175 relative sizes vs. absolute sizes, 125–128 scale in, 130 story points for measurements in, 128 of tasks, 122 units for, 128 what and when of, 120–121 ETC (Enterprise Transition Community), 398 Event timeline
  201. agile development, 59 short duration sprints aiding, 64–65 technical debt and, 139 Fast pace, of development
  202. fast delivery as Scrum benefit, 6 go fast but never hurry, 56 Feature teams
  203. combining with component teams,
  204. 217–218 comparing with component teams,
  205. defined, 407 mining for insights, 385 sprint retrospective and, 384 Excitement/enthusiasm, short duration
  206. 213–216 defined, 407 product owner, 180-181 Features
  207. sprints rejuvenating, 65–66 Exercises
  208. defined, 407 as product backlog item, 100–101 release flow management and, 110–111 user stories and, 87–88 Feedback. See also Fast feedback
  209. inputs for sprint retrospective, 380 selecting for use in sprint retrospective, 379 Experiments, knowledge-acquisition user
  210. stories, 93 Exploitation, 59, 407 Exploration
  211. in iterative and incremental development,
  212. 34–35 learning fast and pivoting as necessary, 305 learning loops and, 45–46 organizing workflow for, 46–47 performance feedback given by managers,
  213. defined, 407 knowledge-acquisition user stories, 93–95 plan-driven development compared with
  214. agile development, 39–40, 59 External stakeholders
  215. 232 plan-driven development compared with
  216. defined, 407 product owner collaborating with, 171 Extreme Programming (Beck and Andres),
  217. agile development, 59 in prioritization of iterations, 2 short duration sprints aiding, 64–65 sprint review and, 364–365 Fixed date constraint, in release planning,
  218. 355, 407
  219. ### F Face-to-face communication, 205 Facilitator
  220. 313–314 Fixed-date release
  221. calculating costs in, 325–326 communicating progress of, 329–330 defined, 408 overview of, 318–323 planning and, 67–68 Fixed everything constraint, in release
  222. ScrumMaster as, 16 for sprint execution, 348 for sprint planning, 335–336 for sprint retrospective, 393 for sprint review, 368 Fail fast, 305, 407 Fast feedback. See also Feedback
  223. planning, 311–312 Fixed-price contracts, limitations of, 235 Fixed scope and date constraints, in release
  224. defined, 407 early review and, 367 monitoring and reports aligned to, 236 organizing workflow for, 46–47
  225. planning, 312–313 Fixed scope constraint, in release planning,
  226. Fixed-scope release
  227. calculating costs in, 325–326 communicating progress of, 327–329 defined, 408 planning, 323–325 product roadmap and, 260–261 Flow
  228. daily scrum in management of, 354 deciding which work needs to be done,
  229. 353–354 deciding which work to start, 352 defined, 408 managing in sprint execution, 349–350 organizing task work, 352–353 organizing workflow for fast feedback,
  230. 46–47 parallel work and swarming, 350–352 release flow management, 110–111 Scrum used in organizing work flow, 3 sprint flow management, 111–112,
  231. 349–350 who does the work, 354 Focus
  232. of development team, 207–208 of sprint retrospective, 378–379 Forecasts
  233. defined, 408 terminology choices for sprint planning
  234. outcomes, 17–18 velocity, 135 vs. commitments, 346 Formality
  235. minimizing unnecessary, 57–58 plan-driven development compared with
  236. agile development, 60 unnecessary formality defined, 420 Framework, for Scrum
  237. activities and artifacts, 16–18 closing review, 28 core values, principles, and practices in,
  238. xxix daily scrum, 23–25 defined, 408, 416 overview of, 13 practices, 14 product backlog, 18–20 roles, 14–16 sprint execution, 23
  239. sprint planning, 21–23 sprint results, 25–26 sprint retrospective, 27–28 sprint review, 26–27 sprints, 20–21, 61 Frustration, technical debt resulting in, 144 Functional managers. See Managers Funding, incremental/provisional approach
  240. to, 304–305
  241. ### G Gantt chart
  242. sprint execution and, 349 of up-front plan, 250 Go/no-go decision making
  243. economic filter for, 275–276 funding decisions, 299 Goals. See also Sprint goal
  244. managers providing team goals, 228 no end state for, 395 Grenning, James, 129 Grooming
  245. defined, 408 insight backlog, 390 overview of, 104 product backlog, 19, 315 responsibilities of development team, 197 responsibility of product owner, 169 in Scrum framework, 17 ScrumMaster working with product owner
  246. on, 190 what it is, 104–105 when does it occur, 106–108 who does it, 105–106 Groups
  247. compared with teams, 209–210 defined, 408 managers role in aligning internal, 234
  248. ### H Happened-upon technical debt, 155, 158–159,
  249. 408 Harvesters (Goldberg and Rubin), 217 Hidden agendas, transparency and, 189 Hierarchical product backlogs, for large
  250. products, 114–115
  251. High-bandwidth communication, devel-
  252. Inflow strategies, portfolio planning
  253. opment team skills/characteristics, 204–205 Hiring/firing authority, of managers, 229
  254. balancing product flow into/out of
  255. portfolio backlog, 276–278 economic filter for go/no-go decision
  256. making, 275–276 embracing emergent opportunities,
  257. ### I Ideal days
  258. 278–279 overview of, 275 small, frequent releases, 279–280 Information radiator. See also
  259. defined, 408 measuring magnitude of PBI, 128–129 as relative size measures, 20 Ideal hours
  260. Communication defined, 409 elements of, 356 Innovation accounting
  261. defined, 408 task estimated in, 122 Ideation, 288 Idle work
  262. defined, 409 metrics in, 236–237 Innovation waste, 90, 409 Insight backlog
  263. comparing plan-driven development with
  264. agile development, 60 defined, 409 focusing on idle work not idle workers,
  265. defined, 409 grooming, 390 inputs for sprint retrospective, 381 as source of insights, 386 Insight cards, 386–387 Insights, in sprint retrospective
  266. 51–52, 281 monitoring and reports focusing on, 236 Idle workers, 51–52, 281, 409 Impediments
  267. identifying, 385–387 inputs for sprint retrospective, 381 insight backlog, 390 selecting among, 388–389 Inspection
  268. defined, 409 managers removing, 234 ScrumMaster removing, 187, 191 Implementable stories
  269. defined, 409 size of user stories and, 87 story mapping technique and, 97 In-process products
  270. daily scrum as inspect-and-adapt activity,
  271. 354 defined, 409–410 discovering your own path forward, 396 leveraging variability, 35–36 planning based in inspection and
  272. defined, 409 marginal economics applied to, 283–285 overview of, 283 portfolio planning and, 268 Incremental approach, to servicing technical
  273. adaptation, 248 responsibilities of development team,
  274. 197–198 sprint retrospective and, 375 sprint review and, 363 Integration
  275. debt, 159 Incremental development
  276. agile principles underlying Scrum, 33–35 defined, 409 short duration sprints rejuvenating
  277. of components, 46–47 continuous integration practice, 149, 404 defined, 410 of improvement actions, 391 release train approach (Leffingwell) and,
  278. participant excitement, 65 Incremental funding
  279. defined, 409 economics of product planning, 304–305 Independent criteria, INVEST, 88–89
  280. Integration management, technical debt and,
  281. 140 Integration tests, 75 Interference shield, ScrumMaster as, 187 Internal development projects, choosing
  282. product owner for, 176–177 Internal stakeholders
  283. defined, 410 product owner collaborating with, 171 Internationalization, testing in definition of
  284. done, 75 Interrupt-driven work, Scrum not suited for,
  285. 9–10 Inventory
  286. defined, 410 managing in agile development, 49–50 managing planning artifacts, 251–252 plan-driven development compared with
  287. agile development, 60 INVEST criteria, for user stories
  288. defined, 410 estimable, 91–92 independent, 88–89 negotiable, 89–90 overview of, 88 sized appropriately, 92 testable, 92 valuable, 90–91 Investment, change impacting, 70–71 Iterative development
  289. in agile development, 2–3 agile principles underlying Scrum, 33–35 defined, 410
  290. ### J Jeffries, Ron, xxvii–xxviii, xxxiv, 83 JIT (just in time). See Just in time (JIT) Just enough
  291. appropriate detail in product backlog, 101 of predictive planning, 300 requirements and, 79 Just in time (JIT)
  292. appropriate detail in product backlog, 101 balancing predictive work with adaptive
  293. work, 43–44 balancing up-front planning with just-in-
  294. time planning, 248
  295. creating work products, 43 defined, 410 keeping options open, 249 requirements and, 79 sprint planning, 335
  296. ### K Kanban
  297. defined, 410 development process suited for interrupt
  298. driven work, 9–10 Katz, Ralph, 210 Kerth, Norm, 375, 379 Knowledge acquisition
  299. as product backlog item, 100–101 sprint for, 298 user stories, 93–95 Knowledgeable, ScrumMaster skills, 188 Known technical debt
  300. defined, 410 repaying incrementally, 159 repaying while performing customer-
  301. valuable work, 160–161 servicing, 155–156
  302. ### L Last responsible moment (LRM) (Poppen-
  303. dieck and Poppendieck) defined, 411 keeping options open, 37 Leadership
  304. managers providing in functional areas,
  305. 232–233 product owner role, 15 Learning
  306. discovering your own path forward, 396 economics of product planning, 305 fast learning combined with pivoting,
  307. 254–255 managers role in development of
  308. competence, 231–232 Learning loops
  309. aligning performance feedback to, 232 concurrency of, 45–46 defined, 411 Leffingwell, Dean, 272
  310. Lifecycle profits
  311. Measures (metrics)
  312. defined, 411 impact of cost of delay on, 54 optimizing scheduling for lifecycle
  313. of capacity, 342–343 managers monitoring, 236–237 Mess (Martin), terminology for technical
  314. profitability, 270–271 Longer-term planning. See Release planning LRM (last responsible moment) (Poppendieck
  315. debt, 140 Milestone-driven planning. See Release
  316. planning Milestones, in short duration sprints, 66–67 Minimum marketable features (MMFs). See
  317. and Poppendieck) defined, 411 keeping options open, 37
  318. Minimum releasable features (MRFs) Minimum releasable features (MRFs)
  319. baseline values for actionable metrics, 2
  320. ### M Man-hours, task estimated in, 122 Managers
  321. 37 defined, 411 defining product roadmap and, 295–296 determining in release planning, 309–310,
  322. aligning internal groups, 234 aligning partners, 234–235 changing team composition, 229 defining team boundaries, 227 developing team member competence,
  323. 320 marginal economics applied to in-process
  324. products, 284 refining, 316 Minimum viable product (MVP). See
  325. 231–232 empowering teams, 230–231 energizing team members, 231 fashioning teams, 226 forming teams, 228–229 maintaining team integrity, 233 managing economics, 236 monitoring measures and reports, 236–237 overview of, 225–226 participating in sprint retrospective, 377 project management responsibilities,
  326. Minimum releasable features (MRFs) MMFs (minimum marketable features). See
  327. Minimum releasable features (MRFs) Monitoring measures and reports, managers,
  328. 236–237 Motivation
  329. managers role in energizing people, 231 product owner skills, 173 MRFs (Minimum releasable features). See
  330. Minimum releasable features (MRFs) Multilevel planning
  331. 237–239 promoting agile values, 233–234 providing leadership in functional areas,
  332. daily planning, 264–265 overview of, 257–258 portfolio planning, 259 product planning, 259–261 release planning, 261–263 sprint planning, 263 Multiple teams
  333. 232–233 providing team goals, 228 removing organizational impediments,
  334. 234 systems perspective of, 235 when to retain separate project manager
  335. coordinating using release train approach,
  336. 220–223 coordinating using scrum of scrums,
  337. role, 239–243 Manufacturing. See Product manufacturing Marginal economics, applied to in-process
  338. 218–220 Multitasking, cost of, 350–351 Musketeer attitude (all for one, one for all)
  339. products, 283–285 Maturity models, not part of Scrum, 395 Means uncertainty
  340. defined, 411 development team skills/characteristics,
  341. defined, 411 reducing uncertainty, 36
  342. 203–204
  343. Must-have features
  344. defined, 411 defining product roadmap and, 295 determining in release planning, 320 in focusing on short time horizon, 302 release flow management and, 110–111 MVP (Minimum viable product). See
  345. Minimum releasable features (MRFs)
  346. ### N Naive technical debt, 140, 412 Negotiable criteria, INVEST, 89–90 New products
  347. portfolio planning. See Portfolio planning product planning. See Product planning Nice-to-have features
  348. defined, 412 release flow management and, 110–111 release planning, 314, 320 Nonaka, Ikujiro, 3 Nonfunctional requirements, 93, 412
  349. ### O Objective data
  350. gathering for sprint retrospective, 379 inputs for sprint retrospective, 380 One-part approach, to sprint planning,
  351. 339–340 One-product-one-product-backlog rule
  352. large products and, 114–115 multiple teams and, 115–116 what is a product and, 113–114 Opportunities, embracing emergent
  353. opportunities quickly, 278–279 Options, keeping options open, 37–38, 249 Ordered, terminology for product backlog
  354. sequences, 20 Organizational impediments. See
  355. Impediments Outflow strategies, portfolio planning
  356. establishing WIP limits, 281–282 focusing on idle work not idle workers,
  357. 281 overview of, 280 waiting until entire team is in place,
  358. 282–283
  359. Outsourcing
  360. choosing product owner for outsourced
  361. projects, 180 limitations of fixed-price contracts, 235 Overtime, impact on quality and velocity,
  362. 136–137
  363. ### P Parallel work, sprint execution and, 350–352 Participants
  364. in portfolio planning, 268 in product planning, 288–289 in release planning, 308 in sprint execution, 348 in sprint planning, 335–336 in sprint retrospective, 377–378 in sprint review, 364–365 Partners, managers aligning, 234–235 Path forward
  365. discovering, 396 no end state in Scrum, 395 overcoming the status quo, 398–399 sharing best practices, 396–397 using Scrum to discover, 397–398 Patience, ScrumMaster skills, 189 Patton, Jeff, 96 PBI estimation
  366. accuracy vs. precision in, 125 contrasting estimates with commitments,
  367. 124–125 development team in, 123–124 overview of, 121–122 Planning Poker approach to, 129–130 relative sizes vs. absolute sizes, 125–128 units for, 128–129 PBIs (product backlog items). See Product
  368. backlog items (PBIs) People skills, of product owner, 172–173 Perfectionism, avoiding unnecessary, 63 Performance
  369. definition of done and, 75 definition of ready and, 110 feedback given by managers, 232 technical debt resulting in
  370. underperformance, 143 Performance principle, in agile development
  371. minimizing unnecessary formality, 57–58
  372. Performance principle, in agile development
  373. types of, 29 variability not accounted for in, 35 Planning
  374. (continued ) overview of, 56 quality built-in to development process,
  375. accepting that you can’t get it right up
  376. 56–57 sustainable pace in performance of work,
  377. front, 38–39 adapting to real-time information, 54 consistent duration of sprints simplifying,
  378. 56 Person-hours, task estimated in, 122 Personas (roles)
  379. 67–68 daily planning, 264–265 a day in the life of product owner, 175 multilevel approach to, 257–258 portfolio planning. See Portfolio planning product owner participating in, 168–169 product planning. See Product planning release planning. See Release planning short duration sprints aiding, 64 sprint execution, 349 sprint planning. See Sprint planning sprints, 21–23 Planning Poker
  380. defined, 412 in user stories, 96 Pichler, Roman, 101 Pigs and chickens, 25, 412 Pipeline of requirements, product backlog as,
  381. 112 Pivoting
  382. defined, 412 economics of product planning, 305 envisioning, 288–289 innovation accounting, 237 marginal economics applied to in-process
  383. defined, 412 how to play, 131–133 overview of, 129–130 scale in assigning estimates, 130 Planning principles
  384. products, 283–284 planning and, 254–255 Placeholders
  385. product backlog items (PBIs) as
  386. emphasis on small, frequent releases,
  387. requirements placeholder, 80–81 user stories marking exploration work, 94 Plan-driven development
  388. 252–254 focus on adapting and replanning rather
  389. than conforming, 249–251 keeping options open, 249 learning fast and pivoting as necessary,
  390. agile principles compared with, 59–60 all-before-any approach to work in
  391. process, 48 assumptions in, 45 beliefs regarding, 30 costs of change in, 43 defined, 412 defined process in, 32 as high-ceremony approach, 57 integration and testing components in,
  392. 254–255 managing inventory of planning artifacts,
  393. 251–252 not assuming up-front plans are right, 248 overview of, 247–248 up-front planning should be helpful not
  394. excessive, 248–249 Platforms
  395. 46–47 limitations regarding re-planning, 54 linear approach to uncertainty in, 36 phase orientation vs. customer
  396. lack of experience resulting in technical
  397. debt, 140 testing in definition of done, 75 PMI (Project Management Institute), 237–239 Point inflation, 138, 412 Pollinators (Goldberg and Rubin), 217 Portfolio backlog
  398. expectations, 54–55 requirements in, 79 risks related to up front planning, 38–39 sequential approach compared with agile’s
  399. defined, 413
  400. exploratory approach, 39–40
  401. estimating, 121 inflow strategies, 275–280 outflow strategies, 280–283 portfolio planning and, 267, 269 in-process strategies, 283–285 release train approach (Leffingwell), 221 Portfolio planning
  402. balancing product flow into/out of
  403. portfolio backlog, 276–278 calculating cost of delays, 271–274 defined, 413 economic filter for go/no-go decision
  404. making, 275–276 embracing emergent opportunities,
  405. 278–279 establishing WIP limits, 281–282 estimating for accuracy not precision,
  406. 274–275 focusing on idle work not idle workers, 281 managing economics of, 236 marginal economics applied to in-process
  407. products, 283–285 in multilevel planning, 259 optimizing scheduling for lifecycle
  408. profitability, 270–271 overview of, 267 participants in, 268 planning level details for, 258 process of, 268–270 product owner participating in, 168 small, frequent releases in, 279–280 strategies for in-process products, 283 strategies for inflow, 275 strategies for outflow, 280 strategies for sequence of products, 270 timing of, 267 waiting until entire team is in place, 282–283 Potentially shippable product increments (PSIs)
  409. defined, 413 defining when sprint is complete or done,
  410. 74–78 as input to sprint review, 368–369 inspecting and adapting during sprint
  411. review, 363 as outcome of iterative process, 2–3 planning release of features to customers,
  412. release train approach (Leffingwell) and,
  413. 220, 222–223 sprint results, 25–26 Practices
  414. activities. See Activities artifacts. See Artifacts defined, 413 roles. See Roles rules. See Rules in Scrum framework, 14 Pragmatism
  415. no-goal-altering-change rule and, 72 Pragmatic Marketing Framework, 178–179 Precision
  416. defined, 413 vs. accuracy in estimating, 125, 274–275 Prediction
  417. balancing predictive work with adaptive
  418. work, 43–44 just enough predictive planning, 300 plan-driven development compared with
  419. agile development, 59 technical debt decreasing predictability,
  420. 143 timeboxing improving predictability, 64 Prediction and adaptation principle, in agile
  421. development accepting that you can’t get it right up
  422. front, 38–39 adaptive, exploratory approach in, 39–40 balancing predictive work with adaptive
  423. work, 43–44 handling cost of change, 40–43 keeping options open, 37–38 overview of, 37 pivoting and, 254–255 Predictive process. See Plan-driven
  424. development Prescriptive process. See Plan-driven
  425. development Principle of least astonishment
  426. defined, 413 transparency of communication and, 206 Principles. See Agile principles Prioritization
  427. in product backlog, 103–104 sporadic attendance and, 372–373
  428. Prioritization (continued )
  429. defined, 413 definition of ready, 109–110 emergent nature of, 102 estimating. See PBI estimation grooming tasks related to, 104–105 mapping to sprints, 316–318 measuring velocity and, 133 organizing task work, 352–353 overview of, 100–101 parallel work and swarming, 350 as placeholders for requirements, 80–81 prioritizing, 103–104 representing technical debt, 155 selecting in sprint planning, 343–344 sign-offs and, 372 size estimates, 102–103 user stories adding detailed items, 315 Product development
  430. terminology choices for product backlog
  431. sequences, 20 timeboxing enforcing, 62 Process authority, ScrumMaster as, 186–187 Process-centric development, 60 Process structure, 59 Product backlog
  432. in agile development, 1–2 appropriate detail in, 101–102 conditions of satisfaction, 77 creating high-level list in product planning
  433. process, 294–295 deciding which and how many to form,
  434. 112–113 defined, 413 definition of ready, 108–110 determining what is a product, 113–114 economics, 168 emergent nature of, 102 estimating, 121–122 grooming, 104–108, 369, 413 as input to sprint planning, 337 large products with hierarchical backlogs,
  435. benefits of Scrum for, 10 calculating duration from estimated size
  436. and measure velocity, 119–120 defined, 413 economies of scale, 48 focusing on idle work not idle workers,
  437. 51–52 inventory management, 50 vs. product manufacturing, 32–33 Product manufacturing
  438. 114–115 mapping to releases, 263 multiple teams with one product backlog,
  439. 115–116 one team with multiple product backlogs,
  440. comparing plan-driven development with
  441. agile development, 59 economies of scale, 48 inventory management, 49–50 vs. product development, 32–33 Product owner
  442. 117–118 overview of, 99 PBIs in, 100–101 prioritization in, 103–104 product owner responsible for grooming,
  443. accountability of, 173 chief product owner, 183–184 collaborating with development team,
  444. 169 product planning and, 259–260 release flow management, 110–111 release planning and, 320–321 representing technical debt, 155 in Scrum framework, 18–20 size estimates in, 102–103 sprint flow management, 111–112 sprint planning and, 17, 21–23 Product backlog items (PBIs)
  445. 170–171 collaborating with stakeholders, 171 combining with other roles, 181–182 for commercial development, 177–179 for component development, 180–181 creating/verifying acceptance criteria,
  446. 169–170 a day in the life of, 174–176 deciding if work is done, 367 decision making by, 173 defined, 414
  447. appropriate detail, 101–102 creating high-level list in product planning
  448. process, 294–295 deciding which work to start, 352
  449. domain skills of, 171–172 function relative to estimation process, 123 grooming product backlog, 105–106, 169 for internal development, 176–177 managing economics, 167–168 for outsourced development, 180 overview of, 165–166 in overview of Scrum roles, 15–16 participant in product planning, 288–289 participant in product portfolio, 268 participant in requirements conversation, 84 participant in sprint execution, 348 participant in sprint planning, 335 participant in sprint retrospective, 377 participant in sprint review, 364–365 people skills of, 172–173 planning functions of, 168–169 principal responsibilities of, 166 proxy product owner, 183 rules of Planning Poker, 132 in sprint planning, 21–22 team approach to, 182–183 understanding value of technical stories,
  450. 90–91 who should fill this role, 176 Product owner proxy, 183, 414 Product planning
  451. creating product backlog, 294–295 a day in the life of product owner, 175 defined, 414 defining product roadmap, 295–297 economic filter for go/no-go decision
  452. making, 275–276 economic sensibility in, 299–300 incremental/provisional funding in,
  453. 304–305 learning fast and pivoting as necessary, 305 in multilevel planning, 259 new product example, 290–291 other types of work in, 298–299 overview of, 287 participants in, 288–289 planning level details for, 258 process of, 290 product backlog and, 259–260 product owner participating in, 168–169 product roadmap and, 260–261 product vision, 259, 291–294
  454. short time horizon as focus of, 302 speed and efficiency of, 302–303 targeting realistic confidence threshold,
  455. 300–302 timing of, 287–288 validated learning in, 303–304 Product roadmap
  456. defining, 295–297 definition of, 414 product planning and, 260–261 release planning and, 262–263 Product vision. See Vision Productivity, multiple projects and, 207 Products
  457. atrophy of appeal due to technical debt,
  458. 143 defined, 413 determining what is a product, 113–114 development team responsible to inspect
  459. and adapt, 197 large products with hierarchical backlogs,
  460. 114–115 not repaying technical debt for products
  461. nearing end of life, 157 not repaying technical debt for products
  462. with short life, 157–158 planning new. See Product planning portfolio of new. See Portfolio planning Program backlog, 221 Progress
  463. communicating in fixed-date release,
  464. 329–330 communicating in fixed-scope release, 327 comparing plan-driven development with
  465. agile development, 60 of sprint execution, 356 timeboxing demonstrating, 62–63 Progress principle, in agile development
  466. adapting to real-time information and
  467. replanning based on, 54 measuring progress by validating working
  468. assets, 54–55 overview of, 54 value-centric delivery in, 55 Progressive refinement strategy
  469. applying to requirements, 82 defined, 414 level of detail, 86
  470. Project chartering, 299, 414. See also Product
  471. Reckless debt (Fowler), 140 Refactoring code
  472. planning Project inception, 299. See also Product
  473. defined, 414 as means of paying down technical debt,
  474. planning Project initiation, 299. See also Product
  475. 141 use of good practices prevents accrual of
  476. planning Project Management Institute (PMI), 237–239 Project managers. See also Managers
  477. technical debt, 149 Reinertsen, Donald G.
  478. responsibilities of, 237–239 when to retain separate project manager
  479. on batch-size issues, 48–49 on cost of delay, 53 on lifecycle profits, 270 Relative size measures
  480. role, 239–243 Project Retrospectives (Kerth), 375, 379 Proof of concept, 93 Prototypes
  481. in cost evaluation, 20 defined, 415 vs. absolute sizes in estimation, 125–128 Release goal
  482. knowledge-acquisition user stories, 93 not repaying technical debt for throwaway
  483. prototypes, 157 PSIs. See Potentially shippable product
  484. communicating progress using burndown
  485. chart, 327–328 communicating progress using burnup
  486. increments (PSIs)
  487. chart, 359 defined, 415 economics of, 167 grooming product backlog and, 315 product roadmap and, 296 Release planning
  488. ### Q Quality
  489. building in to development process, 56–57 comparing plan-driven development with
  490. agile development, 60 influenced by long-lived teams, 210 overtime and, 137 pressure to meet a deadline affects, 144–148 reduced due to working on too many items
  491. calculating costs in, 325–326 communicating progress in fixed-date
  492. release, 329–330 communicating progress in fixed-scope
  493. release, 327–329 constraints on release, 311 a day in the life of product owner, 175 defined, 415 defining product roadmap and, 296 emphasis on small, frequent releases,
  494. in parallel, 350–351 release constraints, 311 team diversity leads to, 201 traditional project management
  495. responsibility, 238 variability due to constraints, 313–314 Questioning ability, ScrumMaster skills,
  496. 188–189 Queue
  497. defined, 414 impact of utilization on queue size (delay),
  498. 52–53 portfolio backlog and, 280
  499. ### R Range of velocity, calculating, 134–135 Real-time information, adapting to and
  500. planning level details for, 258 process of, 309–311 refining MRFs, 316 sprint mapping, 316–318 technical debt and, 140 timing of, 308–309 updated plan as output of sprint review,
  501. 369 updating constraints, 314 variable quality constraint, 313–314 velocity and, 133 Release train (Leffingwell)
  502. coordinating multiple teams using,
  503. 220–223 defined, 415 Releases
  504. defined, 415 small, frequent releases in portfolio
  505. planning, 279–280 Replanning, as focus of planning rather than
  506. conformance, 249–251 Reports, managers monitoring, 236–237 Requirements
  507. card format for user stories, 83–84 confirmation information in user stories,
  508. 85–86 conversations facilitating shared
  509. understanding, 81–82 conversations in development of user
  510. stories, 84–85 estimatable criteria for user stories, 91–92 gathering user stories, 95 independent criteria for user stories, 88–89 INVEST criteria applied to user stories, 88 knowledge-acquisition user stories, 93–95 level of detail in user stories, 86–88 negotiable criteria for user stories, 89–90 nonfunctional, 93 overview of, 79–80 placeholders for, 80–81 progressive refinement of, 82 sized appropriately criteria for user stories,
  511. Responsibilities, of development team,
  512. groom the product backlog, 197 inspect and adapt each day, 197 inspect and adapt the product and process,
  513. 197 perform sprint execution, 196 plan the sprint, 197 Responsibilities, of product owner
  514. collaborating with development team,
  515. 170–171 collaborating with stakeholders, 171 creating/verifying acceptance criteria,
  516. 169–170 grooming product backlog, 169 managing economics, 167–168 participating in planning, 168–169 Responsibilities, of ScrumMaster,
  517. change agent, 187 coach, 185 impediment remover, 187 interference shield, 187 process authority, 186–187 servant leader, 186 Retrospectives, 375. See also Sprint
  518. retrospective Return on investment (ROI)
  519. cost of delays and, 271–272 responsibility of product owner for
  520. ensuring, 168 Scrum benefits, 6 short duration sprints improving, 65 small, frequent releases improving, 252,
  521. 254 Ries, Eric, 44, 157, 236, 254–255 Risk
  522. associated with setting the confidence
  523. threshold, 301 assumptions and, 45 defined, 415 of fixed-price contracts, 180 of misinterpretation using ideal days,
  524. 128–129 small batch sizes reduce, 49 traditional project management
  525. responsibility, 238 Roadmap. See Product roadmap ROI. See Return on investment (ROI) Role-specific teams, compared with cross-
  526. Roles
  527. Schedules
  528. combining product owner with other,
  529. attendance issues and, 392 benefit of small batch sizes on, 49 predictable Scrum activities, 68 for sprint review, 366–367 Scheduling strategies, portfolio planning
  530. 181–182 combining ScrumMaster with other,
  531. 192–193 defined, 415 development team, 16 overview of, 14–15 product owner, 15–16 ScrumMaster, 16 Roles (personas), in user stories, 96 Rolling lookup-ahead planning (Cohn), 318 Rules
  532. calculating cost of delays, 271–274 estimating for accuracy not precision,
  533. 274–275 optimizing for lifecycle profitability,
  534. 270–271 overview of, 270 Schwaber, Ken, xxix–xxx, 3 Scope constraint
  535. allocate-up-to-ten-percent-capacity-for-
  536. grooming rule, 106 avoid-technical-debt-specific-sprints rule,
  537. fixed date approach, 313–314 fixed everything approach, 311–312 fixed scope and date approach, 312–313 fixed scope approach, 313 in release planning, 311 Scrum framework. See Framework, for Scrum “The Scrum Guide” (Sutherland and
  538. 159 Boy Scout rule, 158–159, 403 consistent-duration sprints rule, 67 defined, 415 development-team-should-be-between-
  539. five-and-nine-people rule, 206 development-team-should-be-long-lived
  540. Schwaber), xxix–xxx Scrum introduction
  541. rule, 210 involve-all-team-members-in-story-
  542. benefits to Genomica, 4–5 benefits to organizations, 5–7 Cynefin framework and, 6–10 framework overview, 13–14 origins of, 3 what it is, 1–3 Scrum of scrums (SoS)
  543. writing rule, 294 no-goal-altering-change rule, 20, 72 one-hour-per-sprint-week rule, 367 one-product-one-product-backlog rule,
  544. 114–116 people-who-do-the-work-provide-the-
  545. for coordinating multiple teams, 206,
  546. estimates rule, 123 Scrum practices, 14 start-only-what-you-can-finish rule, 344 tasks-should-be-no-more-than-eight-
  547. 218–220 defined, 416 Scrum team
  548. defined, 416 development team. See Development team product owner role. See Product owner roles of, 14–15 ScrumMaster. See ScrumMaster ScrumMaster
  549. hours rule, 338 teams-should-handle-their-own-
  550. coordination rule, 239–240
  551. ### S Safety, setting atmosphere for sprint
  552. retrospective, 382 Scale
  553. in assigning estimates, 130 multiple small teams vs. single large team,
  554. in overview of Scrum roles, 16 participant in product planning, 288–289 participant in sprint execution, 348 participant in sprint planning, 335–336 participant in sprint retrospective, 377 participant in sprint review, 364–365 responsibilities of, 185–187 scrum of scrums and, 219 skills of, 188–190 in sprint planning, 21–22 sprint retrospective issues, 393 who should fill this role, 191–192 Scrummerfall, 34, 421 Self-fulfilling prophecy, 41–42 Self-organization
  555. defined, 416 by development team, 198–200 sprint execution, 348 undermining, 231 Sequential development. See Plan-driven
  556. development Servant leader
  557. defined, 416 ScrumMaster as servant leader of Scrum
  558. team, 186 Servicing technical debt
  559. Boy Scout rule for, 158–159 incrementally, 159 overview of, 155–156 paying high-interest debt first, 160 reasons for not repaying, 157–158 while performing customer-valuable work,
  560. 160–162 Shared context
  561. creating for sprint retrospective, 382–384 emotions seismograph as aid in creating,
  562. 384–385 event timeline as aid in creating, 384 mining for insights, 385 Shippable product. See Potentially shippable
  563. product increments (PSIs) Sign-offs, sprint review issues, 372 Silent grouping exercise
  564. for clustering insights, 386 defined, 416 Simple domain
  565. Six Sigma, 8 Size
  566. in cost evaluation related to product
  567. backlog, 20 estimates, 102–103 Skills
  568. inputs to sprint planning, 338 managers role in development of
  569. competence, 231–232 of product owner, 171–173 of ScrumMaster, 188–190 technical practices for task performance,
  570. 355–356 Small criteria, INVEST, 92 Small teams
  571. favored for Scrum development, 206 high-bandwidth communication and, 205 SMEs (Subject matter experts), 169 Software development, issues related to, 5 Solutions
  572. benefits of Scrum for, 4 defined, 417 faster and better, 201 innovative, 32 Specialists, on development team, 202 Specification by example, 85, 417 Spikes, knowledge-acquisition user stories, 93 Sprint backlog
  573. defined, 417 estimating, 122 as input to sprint review, 368–369 sprint planning and, 264 Sprint burndown chart, 357–359 Sprint burnup chart, 359–360 Sprint demo, 368, 370, 417 Sprint execution
  574. communicating progress of, 356 daily scrum and, 354 deciding which work to start, 352 determining which work needs to be done,
  575. Sprint execution (continued )
  576. defining focus of, 378–379 determining actions, 387–388 emotions seismograph in, 384–385 event timeline in, 384 follow through on, 391–392 gathering objective data, 379 identifying insights, 385–387 insight backlog, 390 issues related to, 392–393 overview of, 27–28, 375–377 participants in, 377–378 prework needed for, 378 responsibilities of development team, 197 selecting among insights, 388–389 selecting exercises for use in, 379 setting atmosphere for, 382 structuring, 380 Sprint review
  577. sprint burndown chart and, 357–359 sprint burnup chart and, 359–360 task board and, 356–357 technical practices for task performance,
  578. 355–356 timing of, 347 who does the work, 354 Sprint goal
  579. defined, 417 inputs to sprint planning, 338 inputs to sprint review, 368–369 maintaining despite changes, 69–73 refining, 346 selecting product backlog items that align
  580. with, 343–344 setting in planning process, 21 Sprint maps, in release planning, 310, 316–318 Sprint planning
  581. adapting based on, 371 approach to, 368–369 attendance issues, 372–373 confirming sprint work is done, 367–368 defined, 418 demonstration aspect of, 370 determining facilitator for, 368 determining who to invite, 366 discussions in, 371 for large development projects, 373 overview of, 26–27, 363–364 participants in, 364–365 preparing for demonstration, 368 prework needed for, 365–366 responsibilities of development team, 197 scheduling, 366–367 sign-offs, 372 summarization of sprint goal and sprint
  582. acquiring confidence, 344–346 a day in the life of product owner, 175 defined, 417 determining capacity in, 340–343 finalizing commitment, 346 managing economics of, 168 in multilevel planning, 263 one-part approach to, 339–340 overview of, 21–23, 335 participants in, 335–336 planning level details for, 258 process of, 336–338 product owner participating in, 169 refining sprint goal, 346 responsibilities of development team, 197 selecting product backlog items, 343–344 terminology choices for sprint planning
  583. results, 369–370 when grooming occurs and, 108 Sprintable stories
  584. outcomes, 17–18 timing of, 335 two-part approach to, 338–339 Sprint results. See Potentially shippable
  585. defined, 417 size of user stories and, 87 story mapping technique and, 96 Sprints
  586. product increments (PSIs) Sprint retrospective
  587. approach to, 380–382 closing the retrospective, 390 creating shared context for, 382–384 deciding among actions, 389–390 defined, 417
  588. abnormal termination of, 72–73 consistent duration of, 67–68 daily scrum and, 23–25 defined, 417
  589. defining when complete or done, 74–78 iterative and incremental approach to
  590. development, 34 maintaining sprint goals despite changes,
  591. 69–73 organizing product planning into, 298 overview of, 20–21, 61–62 in Scrum framework, 17 short duration of, 64–67 timeboxing, 62–64 Staats, Bradley R., 210 Stakeholder value
  592. areas of, 292–294 defined, 418 Stakeholders
  593. accountability of product owner to, 173 defined, 418 defining product backlog, 18 getting feedback in agile development, 2 participant in grooming product backlog,
  594. 105–106 participant in product planning, 288–289 participant in portfolio planning, 268 participant in release planning, 308 as participant in requirements
  595. conversation, 84 participant in sprint retrospective, 377 participant in sprint review, 364–365 product owner collaborating with, 166, 171 Start/end dates. See Timeboxing Start-only-what-you-can-finish rule, 344 Stories. See User stories Story mapping technique (Patton), 96–98, 418 Story points
  596. defined, 418 measuring capacity in, 342 measuring magnitude of PBI, 128 Planning Poker, 129-133 as relative size measures, 20 Strategic filters
  597. defined, 418 economic filters, 275–276, 406 Strategic technical debt, 140, 418 Strategy planning, 257 Subject matter experts (SMEs), 169 Subjective data, communicating in sprint
  598. retrospective, 383 Subsystem teams, 214. See also Component
  599. Succeeding with Agile (Cohn), xxv, 397 Summarization aspect, of sprint review,
  600. 369–370 Sustainable pace
  601. defined, 418 of development team in performance of
  602. work, 56, 208–209 Sutherland, Jeff, xxix–xxx, 3 Swarming
  603. defined, 418 sprint execution and, 351–352 T-shaped skills, 201–203 Synchronization
  604. defined, 418 of multiple teams, 220, 222 System
  605. system-level constraints expressed via
  606. nonfunctional requirements, 93 system-level focus in sprint retrospective,
  607. 385 testing in definition of done, 75 Systems perspective, of managers, 235
  608. ### T T-shaped skills
  609. choosing who does the work and, 354 defined, 420 diversity of development team and,
  610. 201–203 finding balance in utilization of, 351 Tacit knowledge
  611. defined, 419 of technical debt, 154 Takeuchi, Hirotaka, 3 Targeted technical debt
  612. defined, 419 servicing, 155 Task board
  613. for communicating sprint execution
  614. progress, 356–357 defined, 419 Tasks
  615. defined, 419 during sprint planning, 22 estimating sprint backlog, 122 organizing task work, 352–353 technical practices for performance of,
  616. TDD (test-driven development), 378, 419–420 Team structures
  617. overview of, 139–141 reasons for not repaying, 157–158 repaying high-interest debt first, 160 repaying incrementally, 159 repaying while performing customer-
  618. coordinating multiple teams using release
  619. train approach (Leffingwell), 220–223 coordinating multiple teams using scrum
  620. of scrums, 218–220 feature teams vs. component teams,
  621. valuable work, 160–162 servicing, 155–156 variable quality and, 314 Technical knowledge, ScrumMaster skills, 188 Technical practices
  622. 213–218 multiple team coordination, 218 overview of, 213 Teams
  623. defined, 419 for task performance, 355–356 use of good practices prevents accrual of
  624. compared with groups, 209–210 coordinating multiple, 218–220 cross-functional. See Cross-functional
  625. technical debt, 149 Technical stories
  626. teams defined, 419 development. See Development team product owner as, 182–183 swarming, 351 unit of capacity, 233, 282 use complete and engaged, 282–283 Teams, fashioning
  627. defined, 419 value of, 90 Technical work, as product backlog item,
  628. 100–101 Test-driven development (TDD), 378, 419–420 Test-first development, 353, 420 Testable criteria, INVEST, 92 Testing
  629. changing team composition, 229 defining team boundaries, 227 empowering teams, 230–231 forming teams, 228–229 overview of, 226 providing team goals, 228 Teams, nurturing
  630. automated testing, 355–356 components, 46–47 excessive manual testing resulting in
  631. technical debt, 139 myth that reduced testing can accelerate
  632. velocity, 145–147 quality built-in to development process,
  633. developing team member competence,
  634. 56–57 release train approach (Leffingwell) and, 222 types of tests, 75 Themes
  635. 231–232 energizing team members, 231 maintaining team integrity, 233 providing leadership in functional areas,
  636. defined, 420 story mapping technique and, 96 user stories and, 87–88 Time-management
  637. 232–233 Technical debt
  638. Boy Scout rule for servicing, 158–159 causes of, 144–148 consequences of, 141–144 defined, 419 definition of done and, 76 economics of, 150–152 making visible at business level, 153–154 making visible at technical level, 154–155 making visible with balance sheet, 153-154 managing, 148 managing accrual of, 149–150
  639. act quickly, 302–303 focusing on short time horizon in product
  640. planning, 302 timeboxing for, 62 Timeboxing
  641. benefits of, 62–64 defined, 420 sprint retrospective and, 379 start and end dates, 20–21
  642. Timeline, creating event timeline for sprint
  643. retrospective, 384 Timing
  644. of portfolio planning, 267 of product planning, 287–288 of release planning, 308–309 of sprint execution, 347 of sprint planning, 335 Traditional development process. See Plan-
  645. driven development Training
  646. a day in the life of ScrumMaster, 190 managers role in development of
  647. competence, 231–232 Transparency
  648. defined, 420 of development team, 205–206 leveraging variability, 35–36 of ScrumMaster, 189–190 Trust, managers role in establishing, 231 Two-part approach, to sprint planning,
  649. 338–339
  650. ### U Unavoidable technical debt, 140, 420 Uncertainty. See also Variability
  651. comparing plan-driven development with
  652. agile development, 59 flow management and, 110 reducing, 36–37 type of, 36 Underutilization, of capacity, 351 Unintentional debt (McConnell), 140 Unit tests, 75 Units, for estimating product backlog items
  653. ideal days, 128–129 story points, 128 Unknown unknowns
  654. defined, 420 uncertainty and, 37 Unnecessary formality. See Formality Unpredictable tipping point, characteristics of
  655. technical debt, 142 Up-front plans
  656. accepting that you can’t get it right up
  657. front, 38–39
  658. focus on adapting and replanning rather
  659. than conforming, 249–251 focus on making helpful not excessive,
  660. 248–249 just enough predictive planning, 300 not assuming they are right, 248 User role
  661. defined, 420 user stories and, 83, 96 User stories. See also Requirements
  662. benefits of, 79 card format for, 83–84 confirmation information in, 85–86 conversations in development of, 84–85 defined, 421 detailed product backlog items resulting
  663. from, 315, 320 estimable criteria for, 91–92 gathering, 95 independent criteria for, 88–89 INVEST criteria applied to, 88 knowledge-acquisition stories, 93–95 level of detail in, 86–88 negotiable criteria for, 89–90 nonfunctional requirements expressed
  664. via, 93 overview of, 83 for representing product backlog items,
  665. 294–295 sized appropriately criteria for, 92 story mapping techniques, 96–98 testable criteria for, 92 valuable criteria for, 90–91 workshop for writing, 95–96 Utilization, relationship to queue size (delay),
  666. ### V Validated learning
  667. concurrent learning loops in, 45–46 defined, 421 organizing workflow for fast feedback,
  668. 46–47 overview of, 44–45 product planning and, 303–304 validating important assumptions, 45
  669. Validation, measuring progress by asset
  670. creating shared, 291–292 defined, 414 formats for, 292–293 product planning (envisioning) and, 259
  671. validation, 54–55 Valuable criteria, INVEST, 90–91 Value-centric delivery, 55, 60 Value-creation flow, managers role in
  672. managing economics, 236 monitoring measures and reports, 236–237 systems perspective of, 235 Value-delivery-focused thinking, 353 Values
  673. ### W Waste
  674. defined, 421 innovation waste, 90 Waterfall development. See also Plan-driven
  675. defined, 421 in Scrum framework, 13 Variability
  676. development defined, 421 disadvantage of applying to sprint
  677. defined, 421 embracing helpful variability, 32–33 inspection, adaptation, and transparency,
  678. execution, 351–352 error of overlaying Scrum on, 34 Scrum compared with, 5 types of plan-driven approaches, 29 WaterScrum, 34, 422 Weighted shortest job first (WSJF)
  679. 35–36 iterative and incremental approach to
  680. development, 33–35 overview of, 32 reducing uncertainty, 36–37 Velocity, of work
  681. defined, 422 scheduling strategies and, 271 Won’t-have features
  682. affecting, 135–137 calculating range of, 134–135 decreasing as technical debt increases, 147 defined, 421 fixed-scope-release burndown chart, 327 forecasting, 135 inputs to sprint planning, 337 misuse of, 137–138 myth that reduced testing can accelerate
  683. defined, 422 release flow management and, 110–111 Work in process (WIP)
  684. batch sizes in, 48–49 comparing plan-driven development with
  685. agile development, 60 considering cost of delays, 52–54 defined, 422 establishing WIP limits, 281–282 inventory management, 49–50 Kanban and, 10 overview of, 48 participants in sprint execution, 51–52 timeboxing setting limit on, 62 Workflow, organizing for fast feedback,
  686. velocity, 145–147 overview of, 119–120 pressure to accelerate resulting in technical
  687. debt, 145 technical debt increasing time to delivery,
  688. 142 using predicted velocity to check if
  689. commitment is realistic, 344–345 what it is, 133–134 Vision
  690. 46–47 Workshop, for writing user stories, 95–96 WSJF (Weighted shortest job first)
  691. basing on areas of stakeholder value,
  692. defined, 422 scheduling strategies and, 271
  693. 293–294

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