SCRUM BODY OF KNOWLEDGE (SBOK Guide)

Transcription

1 A Guide to the SCRUM BODY OF KNOWLEDGE (SBOK Guide) 2013 Edition A Comprehensive Guide to Deliver Projects using Scrum

2 TABLE OF CONTENTS 1. INTRODUCTION Overview of Scrum Brief History of Scrum Why Use Scrum? Scalability of Scrum Purpose of the SBOK Guide Framework of the SBOK Guide How to Use the SBOK Guide? Scrum Principles Scrum Aspects Scrum Processes Scrum vs. Traditional Project Management PRINCIPLES Introduction Roles Guide Empirical Process Control Transparency Inspection Adaptation Self-organization Benefits of Self-organization Collaboration Benefits of Collaboration in Scrum Projects Importance of Colocation in Collaboration Value-based Prioritization Time-boxing Scrum Time-boxes Iterative Development SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide) I

3 2.9 Scrum vs. Traditional Project Management ORGANIZATION Introduction Roles Guide Scrum Project Roles Core Roles Non-core Roles Product Owner Voice of the Customer (VOC) Chief Product Owner Scrum Master Chief Scrum Master Scrum Team Personnel Selection Scrum Team Size Scrum in Projects, Programs, and Portfolios Definition of Project, Program, and Portfolio Scrum in Projects Scrum in Portfolios and Programs Maintaining Stakeholder Involvement Summary of Responsibilities Scrum vs. Traditional Project Management Popular HR Theories and their Relevance to Scrum Tuckman s Model of Group Dynamics Conflict Management Conflict Management Techniques Leadership Styles Maslow s Hierarchy of Needs Theory Theory X and Theory Y BUSINESS JUSTIFICATION Introduction Roles Guide II 2013 SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide)

4 4.3 Value-driven Delivery Responsibilities of the Product Owner in Business Justification Responsibilities of Other Scrum Roles in Business Justification Importance of Business Justification Factors Used to Determine Business Justification Business Justification and the Project Lifecycle Business Justification Techniques Estimation of Project Value Planning for Value Relative Prioritization Ranking Story Mapping Continuous Value Justification Earned Value Analysis Cumulative Flow Diagram (CFD) Confirm Benefits Realization Prototypes, Simulations, and Demonstrations Summary of Responsibilities Scrum vs. Traditional Project Management QUALITY Introduction Roles Guide Quality Defined Quality and Scope Quality and Business Value Acceptance Criteria and the Prioritized Product Backlog Writing Acceptance Criteria Minimum Acceptance Criteria Definition of Done Acceptance or Rejection of Prioritized Product Backlog Items Quality Management in Scrum Quality Planning Quality Control and Quality Assurance SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide) III

5 5.5.3 Plan-Do-Check-Act (PDCA) Cycle Summary of Responsibilities Scrum vs. Traditional Project Management CHANGE Introduction Roles Guide Overview Unapproved and Approved Change Requests Change in Scrum Balancing Flexibility and Stability Achieving Flexibility Integrating Change Changes to a Sprint Change in Portfolios and Programs In Portfolio In Program Summary of Responsibilities Scrum vs. Traditional Project Management RISK Introduction Roles Guide What is Risk? Difference between Risks and Issues Risk Attitude Risk Management Procedure Risk Identification Risk Assessment Risk Prioritization Risk Mitigation Risk Communication Minimizing Risks through Scrum Risks in Portfolios and Programs IV 2013 SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide)

6 7.6.1 In Portfolio In Program Summary of Responsibilities Scrum vs. Traditional Project Management INITIATE Create Project Vision Inputs Tools Outputs Identify Scrum Master and Stakeholder(s) Inputs Tools Outputs Form Scrum Team Inputs Tools Outputs Develop Epic(s) Inputs Tools Outputs Create Prioritized Product Backlog Inputs Tools Outputs Conduct Release Planning Inputs Tools Outputs Phase Data Flow Diagram PLAN AND ESTIMATE Create User Stories SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide) V

7 9.1.1 Inputs Tools Outputs Approve, Estimate, and Commit User Stories Inputs Tools Outputs Create Tasks Inputs Tools Outputs Estimate Tasks Inputs Tools Outputs Create Sprint Backlog Inputs Tools Outputs Phase Data Flow Diagram IMPLEMENT Create Deliverables Inputs Tools Outputs Conduct Daily Standup Inputs Tools Outputs Groom Prioritized Product Backlog Inputs Tools VI 2013 SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide)

8 Outputs Phase Data Flow Diagram REVIEW AND RETROSPECT Convene Scrum of Scrums Inputs Tools Outputs Demonstrate and Validate Sprint Inputs Tools Outputs Retrospect Sprint Inputs Tools Outputs Phase Data Flow Diagram RELEASE Ship Deliverables Inputs Tools Outputs Retrospect Project Inputs Tools Outputs Phase Data Flow Diagram APPENDIX A. OVERVIEW OF AGILE APPENDIX B. AUTHORS AND REVIEWERS OF THE SBOK GUIDE REFERENCES GLOSSARY INDEX SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide) VII

9 LIST OF FIGURES LIST OF FIGURES Figure 1-1: Scrum Flow for one Sprint... 2 Figure 1-2: SBOK Guide Framework... 7 Figure 1-3: Scrum Principles... 9 Figure 1-4: Organization in Scrum Figure 2-1: Transparency in Scrum Figure 2-2: Inspection in Scrum Figure 2-3: Adaptation in Scrum Figure 2-4: Challenges in Traditional Project Management Figure 2-5: Goals of a Self-Organizing Team Figure 2-6: Benefits of Collaboration in Scrum Projects Figure 2-7: Value-based Prioritization Figure 2-8: Time-Box Durations for Scrum Meetings Figure 2-9: Scrum vs. Traditional Waterfall Figure 3-1: Scrum Roles Overview Figure 3-2: Questions asked during a Scrum of Scrums Meeting Figure 3-3: Desirable Traits for the Core Scrum Roles Figure 3-4: Scrum of Scrums (SoS) Meeting Figure 3-5: Scrum Across the Organization for Projects, Programs, and Portfolios Figure 3-6: Tuckman s Stages of Group Development Figure 3-7: Maslow s Hierarchy of Needs Theory Figure 4-1: Delivering Value in Scrum vs. Traditional Projects Figure 4-2: Hierarchy for Business Justification Responsibilities Figure 4-3: Business Justification and the Project Lifecycle Figure 4-4: Kano Analysis Figure 4-5: Sample Cumulative Flow Diagram (CFD) Figure 5-1: Project Increment Flow Diagram Figure 5-2: Cascading Acceptance Criteria Figure 5-3: PDCA Cycle in Scrum SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide) IX

10 LIST OF FIGURES Figure 6-1: Sample Change Approval Process Figure 6-2: Updating Prioritized Product Backlog with Approved Changes Figure 6-3: Scrum Characteristics for Achieving Flexibility Figure 6-4: Motivation of Stakeholders for Requesting Changes Figure 6-5: Motivation of Scrum Core Team for Requesting Changes Figure 6-6: Integrating Change in Scrum Figure 6-7: Impact of Expected Change on the Length of Sprint Figure 6-8: Incorporating Changes in Portfolio and Program Figure 7-1: Sample Probability Tree Figure 7-2: Sample Pareto Chart Figure 7-3: Sample Probability and Impact Matrix Figure 7-4: Process for Risk Prioritization Figure 7-5: Sample Risk Burndown Chart Figure 7-6: Handling Risks in Portfolios and Programs Figure 8-1: Initiate Overview Figure 8-2: Initiate Overview (Essentials) Figure 8-3: Create Project Vision Inputs, Tools, and Outputs Figure 8-4: Create Project Vision Data Flow Diagram Figure 8-5: The Gap Analysis Process Figure 8-6: Identify Scrum Master and Stakeholder(s) Inputs, Tools, and Outputs Figure 8-7: Identify Scrum Master and Stakeholder(s) Data Flow Diagram Figure 8-8: Form Scrum Team Inputs, Tools, and Outputs Figure 8-9: Form Scrum Team Data Flow Diagram Figure 8-10: Develop Epic(s) Inputs, Tools, and Outputs Figure 8-11: Develop Epic(s) Data Flow Diagram Figure 8-12: Create Prioritized Product Backlog Inputs, Tools, and Outputs Figure 8-13: Create Prioritized Product Backlog Data Flow Diagram Figure 8-14: Conduct Release Planning Inputs, Tools, and Outputs Figure 8-15: Conduct Release Planning Data Flow Diagram Figure 8-16: Initiate Phase Data Flow Diagram Figure 9-1: Plan and Estimate Overview Figure 9-2: Plan and Estimate Overview (Essentials) X 2013 SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide)

11 LIST OF FIGURES Figure 9-3: Create User Stories Inputs, Tools, and Outputs Figure 9-4: Create User Stories Data Flow Diagram Figure 9-5: Approve, Estimate, and Commit User Stories Inputs, Tools, and Outputs Figure 9-6: Approve, Estimate, and Commit User Stories Data Flow Diagram Figure 9-7: Create Tasks Inputs, Tools, and Outputs Figure 9-8: Create Tasks Data Flow Diagram Figure 9-9: Task Planning Meetings Figure 9-10: Estimate Tasks Inputs, Tools, and Outputs Figure 9-11: Estimate Tasks Data Flow Diagram Figure 9-12: Create Sprint Backlog Inputs, Tools, and Outputs Figure 9-13: Create Sprint Backlog Data Flow Diagram Figure 9-14: Plan and Estimate Phase Data Flow Diagram Figure 10-1: Implement Overview Figure 10-2: Implement Overview (Essentials) Figure 10-3: Create Deliverables Inputs, Tools, and Outputs Figure 10-4: Create Deliverables Data Flow Diagram Figure 10-5: Scrumboard Figure 10-6: Conduct Daily Standup Inputs, Tools, and Outputs Figure 10-7: Conduct Daily Standup Data Flow Diagram Figure 10-8: Groom Prioritized Product Backlog Inputs, Tools, and Outputs Figure 10-9: Groom Prioritized Product Backlog Data Flow Diagram Figure 10-10: Implement Phase Data Flow Diagram Figure 11-1: Review and Retrospect Overview Figure 11-2: Review and Retrospect Overview (Essentials) Figure 11-3: Convene Scrum of Scrums Inputs, Tools, and Outputs Figure 11-4: Convene Scrum of Scrums Data Flow Diagram Figure 11-5: Demonstrate and Validate Sprint Inputs, Tools, and Outputs Figure 11-6: Demonstrate and Validate Sprint Data Flow Diagram Figure 11-7: Retrospect Sprint Inputs, Tools, and Outputs Figure 11-8: Retrospect Sprint Data Flow Diagram Figure 11-9: Review and Retrospect Phase Data Flow Diagram Figure 12-1: Release Overview SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide) XI

12 LIST OF FIGURES Figure 12-2: Release Overview (Essentials) Figure 12-3: Ship Deliverables Inputs, Tools, and Outputs Figure 12-4: Ship Deliverables Data Flow Diagram Figure 12-5: Retrospect Project Inputs, Tools, and Outputs Figure 12-6: Retrospect Project Data Flow Diagram Figure 12-7: Release Phase Data Flow Diagram XII 2013 SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide)

13 LIST OF TABLES LIST OF TABLES Table 1-1: Summary of Scrum Processes Table 1-2: Scrum vs. Traditional Project Management Table 3-1: Responsibilities of the Product Owner in Scrum Processes Table 3-2: Responsibilities of the Scrum Master in Scrum Processes Table 3-3: Responsibilities of the Scrum Team in Scrum Processes Table 3-4: Summary of Responsibilities Relevant to Organization Table 4-1: Earned Value Formulas Table 4-2: Summary of Responsibilities Relevant to Business Justification Table 5-1: Summary of Responsibilities Relevant to Quality Table 6-1: Summary of Responsibilities Relevant to Change Table 7-1: Summary of Responsibilities Relevant to Risk SCRUMstudy. A Guide to the Scrum Body of Knowledge (SBOK Guide) XIII