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Certified ScrumMaster www.agilecrossing.com 1 Certified ScrumMaster Course Instructor Roger Brown CST, CSC Training Transition Transformation All slides © 2011 - 2014 Roger W. Brown 2 Course Objectives You will learn about The Scrum framework Common Scrum practices ScrumMaster responsibilities and skills And you will be eligible to take the ScrumMaster Certification Exam 3 Scrum Certification Options Theory Practice Guide Scrum Alliance is the largest, most established, influential professional membership organization in the Agile world. As part of a growing community of more than 350,000 members worldwide, our members are helping us achieve our mission of "Transforming the World of Work." www.ScrumAlliance.org 4 CSM Class Backlog Class Vision Scrum Foundations Scrum Execution Smooth Flow Scrum Planning User Stories Prioritization Estimation ScrumMaster Duties Team Dynamics Close Technical Practices Scrum Framework ScrumMaster Tools Agility Class Project Must Should Could 5 Agility Scrum implements the Lean principle of continuous improvement Scrum success relies on “Empirical Process Control” for a continuous learning cycle we call “Inspect and Adapt” 6 Continuous Improvement Plan Do Check Act Deming Cycle Empirical Process Control Transparency, Inspect and Adapt
Transcript

Certified ScrumMaster

www.agilecrossing.com

1

Certified ScrumMaster Course Instructor – Roger Brown CST, CSC

Training Transition

Transformation

All slides © 2011 - 2014 Roger W. Brown 2

Course Objectives

You will learn about

The Scrum framework

Common Scrum practices

ScrumMaster responsibilities and skills

And you will be eligible to take the ScrumMaster Certification Exam

3

Scrum Certification Options

Theory Practice Guide

Scrum Alliance is the largest,

most established, influential

professional membership organization in the Agile

world. As part of a growing

community of more than

350,000 members worldwide,

our members are helping us achieve our mission of

"Transforming the World of Work."

www.ScrumAlliance.org

4

CSM Class Backlog

Class Vision Scrum

Foundations Scrum

Execution

Smooth Flow

Scrum Planning

User Stories

Prioritization

Estimation

ScrumMaster Duties

Team Dynamics Close

Technical Practices

Scrum Framework

ScrumMaster Tools

Agility

Class Project

Must

Should

Could

5

Agility

• Scrum implements the Lean principle of

continuous improvement

• Scrum success relies on “Empirical

Process Control” for a continuous

learning cycle we call “Inspect and

Adapt”

6

Continuous Improvement

Plan

Do Check

Act

Deming Cycle

Empirical Process Control Transparency, Inspect

and Adapt

Certified ScrumMaster

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2

7

Agile Software Development

Dedicated Team Incremental Iterative Frequent Delivery Fully Visible Production Quality Value Driven

8

notes

8

9

Scrum Framework

• Scrum has 4 meetings and 3 artifacts

• Scrum has 3 roles that share the

responsibility of creating value in small

increments

• The roles complement each other to

create a balanced team

10

Scrum Framework

Potentially Shippable Product

Increment

Sprint Backlog

Product Backlog

Release

Planning

Sprint

Planning

Sprint

Review Sprint

Retrospective

Daily

Scrum

1-4

weeks

Story Time

11

The Scrum Team

Desired Features

Product Owner

Development Team

Product

ScrumMaster

12

Product Owner

Maximizes the value of the work done

o Sets Vision o Manages Product Backlog o Elaborates Features o Reviews Work o Reports Release Progress

Certified ScrumMaster

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3

13

Development Team Member

o 7 ± 2 o Cross functional o Full-time o Self-organizing o Empowered

Develops the product with high quality

14

ScrumMaster

o Facilitator o Mentor o Coach o Leader o Change Agent

Helps the team improve flow

and throughput The ScrumMaster is the

Heart of Collaboration

15

notes

15 16

Scrum Foundations

• Agile implements Lean principles and

dynamics.

• Scrum is one form of Agile, designed

initially for software development but

applicable to other kinds of work.

17

Product Development Value Stream

Product Discovery

Product Definition

Product Development

Product Delivery

Product Operation

Support

Scrum/XP

Lean Startup

Lean UX

DevOps Kanban

Scrum is one of several complementary frameworks used to increase organizational agility

Business success comes from maximizing value/time.

18

Manifesto for Agile Software Development 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.

www.agilemanifesto.org

Agile Manifesto

Certified ScrumMaster

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4

19

notes

19 20

Scrum Execution

• Scrum organizes work into 1-4 week time

boxes called Sprints

• Each Sprint has 4 primary meetings

• The bulk of the time is spent creating

value in the form of a product

21

Sprint Time Box

S1

1-4 weeks

Steady cadence, fixed length Abnormal Termination If the Sprint Goal cannot or should not be reached for

unexpected reasons, stop and plan a new Sprint

Focus No one can change the Sprint plan except the Scrum Team to add or

remove a PBI

S2 S3 S4

22

Sprint Planning Meeting

Product Backlog

Sprint Backlog

Pri

ori

ty

Goal 1: What? • Which PBIs can will comprise our forecast? • What is our Sprint Goal? Ex. Build the shopping cart

Goal 2: How? • Design an implementation plan, often by decomposing into tasks • Double check our forecast

Attended by • Product Owner,

Development Team, ScrumMaster

• Other interested stakeholders

Time-box to 1 hour per week

of Sprint

23

Daily Scrum

15 Min

The Three Questions What did you do yesterday? What do you plan to do today? Is anything blocking you?

24

Task Board

Sprint Burndown

Information Radiators

Item

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5

25

Sprint Review

• Purpose • Get feedback from the Stakeholders

• Demonstrate the completed stories

• Review progress and adjust future

• Identify new/changed features

• Attendees • Product Owner, Development Team, ScrumMaster

• Any other stakeholders

Preparation • Who will show what? • Deploy to a preview server • Any documentation needed? • Update and show release burnup chart

2 Hours

Show actual running

code!

26

Sprint Retrospective

• Scrum Team meets privately

• Goal is process improvement

• Format

• Review results of previous experiments

• Gather Data

Reflect on what worked well, what didn’t

• Generate Insights

Discuss results and new ideas

• Decide Action Items

Consider adopting new practices

Stop doing things that are not working

1.5 Hours

Stop Start Continue

Keep it interesting • Appreciations • Food • Variety

27

New! Story Time

Development Team spends 5-10% of Sprint with the Product Owner preparing for the next Sprint

• Reviewing candidate stories

• Getting details and acceptance criteria

• Some technical design

• Estimate new stories

• Considering new ideas

1-2 hours Mid-Sprint Also known as the Backlog Grooming

Meeting

28

Sprint Timeline

Sprint 1 Sprint 2

Re

leas

e P

lan

nin

g Sp

rin

t P

lan

nin

g St

ory

Tim

e

Spri

nt

Re

vie

w\R

etr

osp

ect

ive

Continuous Elaboration of Product Backlog Items

Sprint N

Spri

nt

Pla

nn

ing

Sto

ry T

ime

Sp

rin

t R

evi

ew

\Re

tro

spe

ctiv

e

Spri

nt

Pla

nn

ing

Sto

ry T

ime

Sp

rin

t R

evi

ew

\Re

tro

spe

ctiv

e R

ele

ase

Daily Scrum is held every day except Review/Retrospective day.

29

notes

29 30

Scrum Planning

• Scrum planning is continuous

• Scrum planning happens at 5 levels, each

with a different time horizon

• Progress is tracked using a simple burnup

chart

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6

31

Value Driven

Estimates

Features

Schedule Cost

Plan

Driven

The Plan creates

cost/schedule estimates

Waterfall

The Vision creates

feature estimates

Schedule Cost

Features

Value / Vision

Driven

Agile

Source: Sliger and Broderick “The Software Manager’s Bridge to Agility”

Constraints

32

5 Levels of Planning

Strategy

Portfolio

Vision

Roadmap

Release

Sprint

Day

P1 P2 P3 P4 P5

Product Backlog

Release 1 Release 2 Release 3

s1 s2 s3 s4 … sN

Scru

m P

lan

nin

g

33

Product Vision

• The Big Picture of how the product creates value

• Aligns team and business to the same goal

What is the name? Who is the target customer? What are the key benefits? What are the differentiating features?

34

Product Roadmap

First sub-setting of Product Backlog for a long product development time frame

• How many releases?

• When?

• What is included in each?

R1

R2

R3

Continuing Education for Professionals

Undergraduate Degrees

Graduate Degrees

The roadmap will be reviewed and updated as things change

Online University

Product Backlog

Releases

35

Release Planning Meeting

Share the Vision

Create Prioritized Backlog

Forecast Team Velocity

Forecast Release

1-2 days

Release = a series of Sprints resulting in a marketable release of value. 36

Visual Progress

Release Backlog

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Q1 Release

Q2 Release

Q3 Release

How much will we complete?

How much is done so far?

Progress is reported in units of actual product ready for

delivery

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7

37

notes

37 38

User Stories

• The Product Backlog is the primary

source of work to be completed and

value to be delivered

• User Stories are simple descriptions of

desired functionality

• Stories are elaborated just-in-time for

implementation

39

Product Backlog

• Dynamic set of items to be done

• Prioritized

• Constantly in flux as the situation changes

Story

Story

Story

Spike

Story

Refactor

Story

Defect

Process Change

items are removed

priorities change

items are added

40

Backlog Hierarchy

Epic User Story Task Task Task Task

User Story Task Task Task Task

User Story Task Task Task Task

Product Backlog

Sprint Backlog

Business Goal

Planning Implementation

41

User Story Template

As a <user role>, I can <do something> so that <I get some value>.

Card – Conversation - Confirmation

42

Sample User Stories

As a student, I can get a degree on-line so that I do not have to move near a college campus

As an online student, I can print a copy of my transcript to show an employer

As a degree candidate, I can see which courses I still need to satisfy my major so I can plan my next term

As a professor, I can get student test summary reports so that I can assess my teaching effectiveness

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43

Where are the details?

(front)

Story 6: Course Catalog Demo As a prospective student, I can browse the course catalog to see if the classes I am interested in are available.

(back)

Story 6 Acceptance Criteria [ ] Has full catalog browse and search controls [ ] Show available dates in summary list [ ] Item click leads to class detail page [ ] Show class star ratings only, no comments [ ] Replace “Register for Course” button with “Join Now!” that links to sign-up page

Automated Tests

Speclet • formula • UI design • business rules

44

notes

44

45

Prioritization

• Priorities help the Scrum Team decide

what to do next

• Priorities help with long term planning

• Prioritization can be done in many ways,

based on many criteria

46

Prioritization - MoSCoW

o Business value

o New knowledge

o Risk/Complexity

o Desirability

47

Story Map

Epic

I can browse by

department

I can search by subject

I can register

I can read content

I can browse by

title

I can unregister

I can browse by professor

I can join a waitlist

I can take tests

I can search by date offered

I can search by major

I can take classes on-line

Browse Search Register Attend Reports

I can do homework

I can print my

transcript

I can see my grade for a class

I can browse by popularity

Theme

Must

Should

Could

Pri

ori

ty

Smaller stories give more options for prioritizing for max value

I can print my

schedule

I can print my report

card

I can chat with

classmates

48

notes

48

Certified ScrumMaster

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9

49

Estimation

• Agile estimation is done at both the high

level and the low level

• Estimates are used for planning and for

tracking progress

• Estimates are done quickly, by the

Development Team

• Estimates are not commitments

50

Why Estimate?

Story Points • High Level

• Compare one story to another

• Forecast Releases and Sprints

Task Hours • Low Level

• 1-8 hours for a Story element

• Refine Sprint plan

• Track Sprint progress

1 2 3 5 8 13

51

Estimation Basics

Quick

Story 1: Home Page As a prospective student, I can view the college services so that I can decide if I want to apply.

2 Story 17: Major Progress

As a degree candidate, I can see which courses I still need to satisfy my major so I can plan my next term

5

Quick

Relative

Guess

Done by Team

More than 2x effort required

52

Affinity Estimating

Groups of 2-3 people choose some stories

Put in column with similar sized stories

Team members

can move stories

Visual grouping for quick comparisons

1 2 3 5 8 13 20

Start with numbers

or arrange by size

first

53

Velocity

5

12

27

32

36 38

40 37 38

40

0

5

10

15

20

25

30

35

40

45

1 2 3 4 5 6 7 8 9 10

Sto

ry P

oin

ts C

om

ple

ted

Sprint

Team Velocity

How many story points can the Team complete in a Sprint?

Varies by circumstance, increases with

experience

Aggregates Team dynamics and organizational

factors

Is measured, not “managed”

Velocity is sum of estimates of

stories completed

Measurement is more reliable

than estimation 54

The Elements of Agile Planning

Product Backlog

Must

Should

Could

Won’t in this

Release

s1

s2

s3

sN

Release as often as possible

Newsworthy Release Event

Tim

e

Sprints

Priorities Which items are most valuable?

Velocity How much can the team complete in a Sprint?

Estimates How much effort is expected for each item?

Product Backlog What functionality Is needed for financial success?

Release Forecast (volume):

1. How long will it take? Number of Sprints = Total Backlog/Average Velocity 2. How much can we do? Percent of Backlog = Total Backlog/(Average Velocity * Number of Sprints)

Release = a series of Sprints resulting in a marketable delivery of value.

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10

55

notes

55 56

ScrumMaster Duties

• The ScrumMaster is responsible for the

health and growth of the Scrum Team

• The ScrumMaster is a productivity

multiplier for the team and has

responsibilities across multiple

dimensions

57

ScrumMaster Scope

Level Skill Set

Performing Change Agent Servant Leader Coach

Norming Mediator Mentor

Forming Protector Facilitator

Co

mp

ete

ncie

s

Team

Matu

rity

Org

an

izati

on

al

Reach

58

Facilitator

• Keep meetings productive and short

• Achieve consensus

• Keep the charts and data

• Run errands

Forming

59

Protector

• External parties not honoring the Scrum rules

• Team Members distracted by external events

• Team not keeping to their agreements

• Dev Team overcommits based on Product Owner pressure

• Team gets complacent

Forming 60

Mentor

• Mentor your Team and Product Owner

• Scrum glossary http://www.innolution.com/resources/glossary

• Teach others in Scrum

• Forums • http://groups.google.com/group/scrumalliance

• http://groups.yahoo.com/group/scrumdevelopment/

• Certified ScrumMasters group on LinkedIn

• Self-study

• Local Scrum Groups

• Scrum Gatherings

Norming

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61

Mediator

• Interpersonal conflicts

• Working with other teams and SMs

• Building bridges across departments

• Proactive management of impediments

Norming 62

Coach

• Lead people to their own solutions

• Aware of the bigger picture

• Able to mentor individuals

• Knows when • to be prescriptive • to nudge • to keep distance

It’s better to be paying attention than to have all

the answers - Ward Cunningham

Performing

63

Servant Leader

• Lead vs. Manage

• Lead to make others better

• Increase teamwork and personal involvement

• Lead by example

See Robert K. Greenleaf Performing 64

Change Agent

Patience is advised. “A dead ScrumMaster is no help to anyone.”

- Ken Schwaber

Satir Change Model Performing

65

Day in the Life of a ScrumMaster

Manage impediments Facilitate meetings Mediate and negotiate Teach Scrum Manage the process Assist the Product Owner

Observe and coach Team Encourage excellence Protect Team from distractions Build relationships Promote Organizational Agility Administer

ScrumMaster 7 Team Members Productivity

66

Managing Impediments

• Technical

• Process

• Interpersonal

• Structural

• Cultural

ha

rde

r

Categories

Approaches

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67

notes

67 68

Class Project

69

notes

69 70

Team Dynamics

• Teams go through stages

• Scrum uses motivators that are more

effective than traditional financial

motivators

• Scrum defines a set of core values to

guide team collaboration

71

Tuckman's Team Development Model

Storming Leader mediates

and focuses

Forming Team is dependent

on the leader

Norming

Leader facilitates

Performing Leader delegates

and oversees

• Teams go through four stages

• Teams can regress when

membership changes

• A mature team may need no

leadership

Time

Effe

ctiv

en

ess

The leader’s goal is to make the team

self-reliant and then move on

72

Motivation

• Financial rewards often give poor results • Intrinsic vs. extrinsic motivation • People are motivated by

• autonomy • mastery • purpose

See Dan Pink, TED.com and Drive

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73

Scrum’s Values

All work performed in Scrum needs a firm basis of values to serve as a foundation for the team's

process and principles. Through the use of teamwork and continuous improvement, Scrum both creates these values and relies on them.

Focus. Because we focus on only a few things at a time, we work well together and produce

excellent work. We deliver valuable items sooner.

Courage. Because we are not alone, we feel supported and have more resources at our

disposal. This gives us the courage to undertake greater challenges.

Openness. As we work together, we practice expressing how we're doing, and what's in our way. We learn that it is good to express concerns, so that they can be addressed.

Commitment. Because we have great control over our own destiny, we become more

committed to success.

Respect. As we work together, sharing successes and failures, we come to respect each other,

and to help each other become worthy of respect.

If an organization will let Scrum do its work, they will discover the benefits from Scrum and will begin

to understand why these values are both needed by Scrum, and engendered by Scrum.

www.agileatlas.org/atlas/scrum

74

notes

74

75

Smooth Flow

• Scrum works best when the Team

achieves a smooth flow of work

• Scrum dynamics are based on the

mathematics of queuing theory that we

use to manage the Internet

• Defining Ready and Done will

dramatically reduce time waste

76

Pull Systems

Push systems overwhelm capacity, creating turbulence, rework, waste and delay

Pull systems have a steady flow that provides predictability

Push

77

Small Batches

Small batches move through

a system quicker

Single-piece-flow reduces the wait time

and moves risk to the

margin

Minimize work in progress

78

Backlog Grooming

Product Owner spends 30% of their time working on the Product Backlog

• Identify new stories

• Splitting epics and stories

• Updating Release Plan with current velocity data

• Adjusting priorities

• Preparing next stories

• Designing user experience

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79

Definition of Ready

PO negotiate with the Development Team - What they need for each story - When they need it

Sample Right size Screen sketches Acceptance criteria Dependent stories? Speclets INVEST

80

Definition of Done

• When estimating size, consider all the work needed to complete the story

• The Definition of Done may evolve over time

Unit tested to 90% coverage Code reviewed Acceptance tests pass UI Tested User Help updated Scales to 1 Million Users Meets current response time targets

Sample

May also have one

for sprints and

releases

81

Sprint Flow

Sprint N Sprint N+1

Candidate Stories for N+1 (1.5 x velocity)

Definition of Ready

Screen Designs for N+1 (LoFi)

Continuous Product Backlog Grooming

Story Time Sprint Planning

Definition of Done

82

notes

82

83

ScrumMaster Tools

• Some tips on managing impediments

• Listening skills are key to success

• Knowing how to ask powerful questions

will help you coach the Team

• Modeling desired behavior and use of

language can have a strong influence on

your Team

• Pointers to more tools

84

Listening

Level I – Internal Listening

How can I make this about me?

Level II – Focused Listening

Connected to what they are saying

Level III – Global Listening Also hearing tone, posture,

surrounding environment

Source: Co-Active Coaching, Whitworth, et al.

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85

Powerful Questions

• Open-ended

• Value neutral

• Lead to discovery

• Reveal underlying assumptions

When in doubt, Ask the Team!

86

“Art of the Possible”

The Power of Positive Language

Yes, and …

creativeemergence.typepad.com

87

notes

87 88

Technical Practices

• Agile technical practices enhance Team

success

• Agile Testing Basics

89

Agile Development Practices

• Co-location

• Pair Programming

• Refactoring

• Automated Acceptance

Testing

• Test-Driven Development

• Continuous Integration

• Exploratory Spikes

• Legacy System

Strategies

• Evolutionary Design

• Agile Architecture

90

The Testing Pyramid

Manual Tests through UI

Automation Suites

Unit Tests

Automated UI Tests

Automated Acceptance

Tests

Unit Tests

Exploratory

testing

Traditional (find defects)

Agile (prevent defects)

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91

Single Piece Flow

Do This

Don’t Do This

Smaller batches,

higher throughput

92

notes

92

93

Closing

• You are ready for the exam

• Open questions will be answered in

follow-up email

• Feedback

94

Closing

o Parking Lot

o Class Evaluation

o Class Picture

o Exam Reminder

o Follow-up Support

95

Instructor

Roger Brown

• Agile Coach

• Scrum Alliance

• Contact Web: www.agilecrossing.com

Email: [email protected]

Twitter: @rwbrown

Blog: www.agileCoachJournal.com

LinkedIn: http://www.linkedin.com/in/rogerwbrown

V 5.8.1

96

notes

96

Certified ScrumMaster

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17

Certified ScrumMaster Course Instructor – Roger Brown CST, CSC

Training Transition

Transformation

All slides © 2011 - 2014 Roger W. Brown


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