Scrum - An Agile Approach To Manage Successful Projects English PDF
Scrum - An Agile Approach To Manage Successful Projects English PDF
Scrum - An Agile Approach To Manage Successful Projects English PDF
2019
www.certmind.org
1 - Scrum – An Agile Approach to Manage Successful projects
Scrum. The content described here is the result of several years of research carried out by our experts,
students and volunteers who contributed their valuable knowledge and made possible the construction of
this guide.
Even though there are several Scrum-based reference frames today, our focus is on article “TNew New
Product Development Game" Written in The Harvard Business Review By Hirotaka Takeuchi and Ikujiro
Nonaka and later the guide developed by Jeff Sutherland and Ken Schwaber.
This book is the fundamental basis for obtaining CM-SFC Certifications (Scrum Fundamentals Certified) –
CM-SMC (Scrum Master Certified) – CM-SDC (Scrum Developer Certified) -CM-SPOC (Scrum Product Owner
Content
Scrum – An Agile Approach to Manage Successful projects ..............................................................................................1
1.1-History ..........................................................................................................................................................................................9
1.3-Anglicisms ................................................................................................................................................................................ 10
2.4.2 – Respect........................................................................................................................................................................... 18
2.4.3-Proactivity ........................................................................................................................................................................ 18
4.2.1-Increment ......................................................................................................................................................................... 26
5.1.1-Transparency .................................................................................................................................................................. 31
5.1.2-Inspection ........................................................................................................................................................................ 31
5.1.3-Adaptation ....................................................................................................................................................................... 32
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9 Thanks .........................................................................................................................................................................................100
1. Introduction to Scrum
1.1 - History
The history of Scrum can be traced from 1986 in an article from the Harvard Business review, "TNew New
Product Development Game" Written Por HirOtaka Takeuchi and Ikujiro Nonaka, in which they analyzed
the approach used by companies such as Fuji-Xerox, Canon, Honda, NEC, Epson, Brother, 3m, Xerox, y
During their research, they realized that these companies shared Six features: Built-in instability, self-
organized project teams, FASis overlapping development, multi-learning, subtle control and organisational
transfer of learning. The six pieces fit like a puzzle, forming a fast and flexible process for the development
of new products. Equally important, This New approach can act as an agent of change: It is a vehicle to
introduce creative and market-driven ideas and processes in an old and rigid organization.
It is also in this artíAss where you do the process comparison of Scrum With the Rugby game, And from
Subsequently are Ken Schwaber and Jeff Sutherland Who They worked in Scrum since 1995, when together
What They presented at the UNRWA conference in 1995. This presentation documented mainly the learning
that Ken and Jeff had obtained over the years and made Pública The first formal definition of Scrum. To
honor the first places where it was tested and perfected, we recognize Individual, Inc., Newspage, Fidelity
Investments and IDX (currently GE Medical).
Scrum's Guide documents scrum as it has been developed, evolved, and maintained for over twenty years
by Jeff Sutherland and Ken Schwaber. Other sources provide patterns, processes and ideas that complement
the Scrum framework. These can increase The Productivity, value, creativity and satisfaction with the results.
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Scrum Es a framework through which people can address complex adaptive problems, while delivering
products in an efficient and creative way with the maximum value.
Scrum is:
• Light
• Simple to understand
• Difficult To dominate
Scrum is a framework composed of Practices That has beenn Used to Manage the Development of complex
Scrum is not a process, a technique, or a definitive method. On the contrary, it is a framework where you
can use a set of different processes and techniques. Scrum shows the relative efficiency of product and work
management techniques so that we can continually improve the product, equipment and work
environment.
1.3 - Anglicisms
In this book we use several terms originally used in English, this in order not to cause confusion with the
various translations that can be given to them. To Then You find the list of terms that were not translated
in this material:
• Sprint: Iteration
• Sprint Backlog: List of earrings of the Sprint
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• Introduction to Scrum: Explaining concepts such as: Scrum teams, events, artifacts, and related
rules.
• Scrum principles: Where we talk about 6 essential rules to ensure success in the application of
Scrum.
• Considerations for Project Management: Explaining the key elements to be taken into account
• The life cycle of the project: This section is the heart of the guide, and it is here that explains how
to start up all the concepts learned, describing the key practices and their "logical order" in a real-
life project.
Each component within la Guide has A specific purpose and is essential for success In the adoption of
Scrum.
Scrum was initially developed to manage and develop products. However, its use is not Saw Limited to this
field, and over time the collected experience shows us that it is useful for:
4. Cloud development and maintenance (online, security, by-demand) and other operational
environmentsRoll for product use.
6. Scrum has been shown especially effective in the transfer of knowledge iteratively and incrementally.
• In the development of this guide the term "product" refers to products, services and any other
• When the concepts "development" and "develop" are used in this Scrum guide, they refer to the
development of the project's own activities, they are not limited to software development.
Scrum can be used in large projects regardless of the number of people O Activities to be developed, this
as long as you respect the rule of forming PequeñTeams of people, since this kind of Teams are very
The strengths of The Equipment Scrum that allow its easy scaling are:
• Its multifunctional capacity allows Develop LAnzarOperatesr and maintainr Work and Product With
the least amount of dependencies possible.
• Collaboration and continuous interaction between teams and with the customer allows them to
DevelopedAr More architectures Sophisticated In the Development environments.
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The Scrum framework is more about a cultural change Throughout the organization That in simply
implementing The Tools Or techniques described here, so it's wrong to think about the "implementation"
of Scrum, the most appropriate thing is to talk about the "adoption" of Scrum, since it is necessary to
implement the proposed practices, to carry out experiments and to be continually adjusting the framework
For the Adoption of Scrum practices is required The support of the entire organization, this agile-oriented
culture is based on the simplicity, value and high performance needed for the management of modern
projects.
A Scrum team consists of a product owner, the development team and a scrum Master.
Scrum teams are Self and multifunctional. The Scrum Team model is designed to optimize flexibility,
creativity and productivity. The Scrum team has proven to be incrementally effective In different contexts
Scrum teams deliver products in an iterative and incremental way, maximizing the opportunities to get
feedback. "Finished" product incremental deliveries ensure that a potentially useful and functional version
of the product will always be available.
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The Product Owner is responsible for maximizing The value Delivered by The team of development.
The Product Owner is the only person responsible for managing The Product Backlog. The management
Product Backlog Includes:
• Sort the items in The Product Backlog To achieve goals and missions in the best possible way.
• Ensure What The Product Backlog Visible, transparent and clear to all and showing, what the team will
work below.
• Ensure that the Development team Understands the elements Product Backlog At the required level.
• The Product Owner He's a single person, not a committee. The Product Owner Could represent the
wishes of a committee in The Product Backlog, but those who want to change the priority of an element
For what The Product Owner Can do their job well, the whole Organization must respect their decisions.
Decisions DThe Product Owner are reflected in the content and prioritization Product Backlog.
• Ensure that the project's financial resources are properly managed at startup and during execution.
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Normally the Product Owner is associated with a project manager, Given their management responsibilities,
although it is more necessary to associate it with the role it represents "The voice of the client."
The Development team It consists of professionals who perform the work of delivering a increase"Finished"
Product ment (Done) that Potentially can be put into production at the end of each Sprint. A "finished"
product increase is mandatory in the Sprint review (See section 3). Only members of the Development team
Participate In the creation of the increment.
The organization is in charge of structuring and empowering development teams to organize and manage
their own work. The resulting synergy optimizes the efficiency and effectiveness of Development team.
• Are Self. No one (not even the Scrum Master) tells the Development team How to convert items Product
• Nobody Out of the Scrum Master and Product Owner You can ask the development team to work on
a different set of requirements.
• Dev TeamsOllo They are multifunctional, with all the skills necessary for CRear a product increment.
• Scrum does not recognize titles for members of a Development team, regardless of the TRDown that
• The individual members of the Development team They can have specialized skills and areas where
they are more focused, but the responsibility lies with the Development team As a whole.
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The optimum size of the Development team is from Between 3 and 9 Members, this allows you to be Small
enough to remain agile and large enough to be able to complete a quantity Significant of work.
• Have less than three members in the Development team Reduces interaction and results in
gainProductivity S smaller.
• Smaller development teams might find limitations on the skills required during a Sprint, making
the Development team Could not deliver an increase that could potentially be put into production.
• Having more than nine members on the team requires too much coordination.
• Large development teams generate too much complexity so that an empirical process can be
useful.
• Product Owner and Scrum Master roles are not counted on computer size calculation unless they
Scrum Master is responsible for promoting and supporting scrum as defined in the Scrum guide. Their main
responsibility then is to ensure that All Know and apply correctly The theory of Scrum, Their practices and
Its rules.
• The Scrum Master is a leader Servant That is at the service of the Scrum Team.
• Scrum Master helps people outside the scrum team (Involved 6.1.1.2) To understand what
interactions with the Scrum team can be useful and which are not.
• The Scrum Master helps everyone modify these interactions to maximize the VAlor created by the
Scrum team.
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2.3.1 The Scrum Master service to the Product ownero (Product Owner)
• Ensure that the objectives, scope and dominance of the product are understood by all in the Team In
• Ensure that The Product Owner Learn how to order The Product Backlog To maximize the value.
The Scrum Master serves the Development team In several ways, including:
• Guide the Development team In organizational environments where Scrum has not yet been fully
• Together with other Scrum Masters, Increase the effectiveness of the application of Scrum in the
organizationN.
It is important for the team members to generate and maintain a philosophy based on values that foster
trust, communication and results delivery. Next, the values that should exist in a Scrum team are related.
2.4.1 – Commitment
The commitment concerns each member of theEquipment will make the most effort Possible, it will also
put dedication to all the activities of the project.
2.4.2 Respect
Members of the EEquipment Scrum Respect the knowledge, skills and professional experience not only of
the other members of the team, but also of those people with whom they relate, whether their own
organization or another.
2.4.3 Proactivity
Proactivity allows team members to The Successful development of their work. This value is fundamental
to achieve good results in the changing environments to which agile projects are exposed, this value is not
limited to adaptability (Responding to change), proactivity is about initiating change.
2.4.4 – Receptivity-Opening
Scrum team members They must be open to learning new skills or acquiring new knowledge that Allow to
be teams Functional. This value is also related to transparency, collaboration and free knowledge.
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2.4.5 – Focus
This principle wills will allow Scrum team members to focus on soWhat those activities Key that Allow Offer
the best product or service, the focus is on focusing on everything that is really important not only for the
3. Events in Scrum
In Scrum there are different predefined events in order to Generate Regularity and minimize the need for
undefined meetings in Scrum.
All events are compartments or time-boxes, so that they all have a maximum duration.
The heart of Scrum is the Sprint, it is a time-box of 1 to 4 weeks During which a usable and potentially
deployable "finished" product increment is created.
Each new sprint starts immediately after the completion of the previous sprint. The sprints contain and
consist of the Sprint Planning, the daily scrums, the development work, the sprint review, and the sprint
retrospective.
• No changes are made that may affect the Goal of the Sprint.
Each Sprint can be considered a project with a horizon of not more than one month. Like projects, sprints
are used to achieve something. Each Sprint has a goal of what will be built, a design and a flexible plan to
guide its construction, the team's work and the resulting product increment.
Sprints are limited to a calendar month. When the horizon of a Sprint is too big, The definition of what is
being built could change, complexity could increase, and the risk could increase.
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Sprints enable predictability by ensuring inspection and adaptation of progress at least every calendar
month.
• Once a Sprint begins, its duration is fixed and cannot be shortened or lengthened.
• The other events can end whenever the objective of the event is reached, ensuring that an
• All Sprint-related events must run, LIn the absence of any of these events it results in a reduction
• Within the same project, The Sprints can have variable duration (Keeping the rule from 1 to 4
weeks). The duration of the sprints It will depend on the following factors:
o Agreed delivery Dates
o Team experience (less experience with Scrum, sprints should be shorter)
o Project restrictions
• The duration of the Sprint is defined by the development team with the recommendations of the
Scrum Master, who in turn must reach a consensus with the Product Owner, usually this is done
during the definition of the schedule of deliveries (7.1.5).
An SpRint may be cancelled before The period Of time Come to an end. Some of the reasons you could
cancel a Sprint are:
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- LA organization changes the address Of the project and that affects the deliverable of the Sprint.
- An error arises about a product that is in production environment and the development team must
resolve it as soon as possible.
- There is an urgent change that must be introduced immediately.
Some considerations that should be Note on the cancellation of the sprints are:
- Only The Product Owner Has the authority to cancel the Sprint, although it can do so under the
influence of interested (7.1.1.2), from the Development team or the Scrum Master.
- DEcause to the short duration of sprints, their cancellation rarely makes sense.
- When a Sprint is cancelled, all the items are checked Product Backlog that have been completed
and "finished". If a part of the job is potentially deliverable, The Product Owner He usually accepts
it.
- All the Elements Product Backlog Not completed are re-estimated and re-entered into The Product
Backlog. The work done on them loses value quickly and should usually be re-estimated.
- Sprint cancellations consume resources as everyone regroups into another sprint planning to start
another sprint.
- Sprint cancellations are often traumatic for the teamOr Scrum and they're very rare.
- The Scrum Master ensures that the event takes place and that the attendees understand its purpose.
- The scrum Master teaches the scrum team to stay within the time period.
- Duration: 2 hours per week of Sprint to plan. (maximum duration of eight hours).
▪ 1.1 – Changes are identified What Should be introduced in this Sprint (Section 6.4).
▪ The goal of the Sprint is reflected in the Sprint Backlog (Section 4.2- Sprint Backlog)
The daily Scrum is a meeting with a time block of 15 minutes for the Development team. Daily Scrum is
3.3.1-Event data
- During the daily Scrum The Development team He's planning the job for the next 24 hours.
- The Daily Scrum OrPtimiza Collaboration and Performance Of the team by inspecting the advanced
work from the last daily Scrum and projecting the work to be done next.
- The development team or team members are often reconvened immediately after the daily Scrum,
to have detailed discussions, or to adapt or re-plan the rest of the Sprint work.
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- The daily Scrum is done at the same time and place every day to reduce complexity. It is usually
done before the end of the working day of the development team.
- The Development team Use the daily Scrum to evaluate the progress towards Goal of the Sprint.
- The daily Scrum optimizes the chances that the Development team Meet the Goal of the Sprint.
- The Scrum Master ensures that the Development team Have the Meeting But it is the development
team responsible for managing the daily Scrum, ie, is not obligatory the presence of the scrum
- The Scrum Master Teaches The development team to keep the Scrum daily at the time block limits
of 15 minutes.
- The daily Scrum is an internal meeting of the Development team. If other people are present, the
- The daily Scrum improve communication, eliminate the need for other meetings, identify
impediments to removers related to development, highlight and promote rapid decision making
- During the daily scrum the Burndown chart and the scrum Board are updated.
- This meeting is usually done standing in order to ensure the fulfillment of the allocated time, so
you can also be known as the daily Scrum standing (Daily Standup Meeting).
At the end of the sprint a sprint review is conducted to inspect the increment and adapt The Product Backlog
If necessary. During the Sprint review, the Scrum team and the stakeholders collaborate on what was done
during the Sprint. Based In this and any changes toL Product Backlog During the Sprint, attendees
collaborate to determine the following things that could be done to optimize the value. This is an informal
meeting, not a follow-up meeting, and the introduction of the increase aims to facilitate information
The Scrum Master ensures that the event takes place and that the attendees understand its purpose. The
Scrum Master teaches everyone to keep the event within the fixed time block.
- Duration: 1 hour for each week of Sprint to review. (maximum duration of four hours).
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- Participants: All Scrum Team (Section 2) + Interested partiess Key to be invited by the Product
Owner
• The Development team Talk about what was right during the Sprint, what problems appeared
and how FUeron solved those problems.
• The Development team It makes a demonstration of the work that has "finished" and responds
• The Product Owner Talk about the Product Backlog in its current state. Projects probable
targets and time delivery dates based on progress to date (if necessaryRIO).
• Product Owner carries out the approval of the elements of the product Backlog What have
been "terminated" and rejects those that have not been "terminated" and with this determine
• Review of chronology, budget, potential capacities and market for the next expected delivery
of the product.
The result of the Sprint review It is a revised Backlog Product that defines the elements Product Backlog
Possible for the next Sprint. It is also possible that The Product Backlog Receive a general adjustment to
The main theme Of the Sprint retrospective meeting Is the identification of possible improvements that can
incorporateR the team in upcoming sprints.
3.5.1-Event data
- Duration: 1 hour for each week of Sprint to review. (maximum duration of four hours).
- Participants: Development team and the Scrum Master (It is not recommended that the Product
• To inspect how the last Sprint was in terms of people,Processes and tools.
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• Identify and order the most important elements that came out well and possible improvements
• Create a plan to implement the improvements to the way the Scrum team performs their work.
the transparency of key information needed to ensure that everyone has the same understanding of the
artifact.
The Product Backlog It is an orderly list of everything known to be necessary in the product and is the only
source of requirements for any changes to be made to the product. The Product Owner is responsible
A Product Backlog Never completeo. The earliest development of the same It only reflects the known and
best understood requirements at first.
The Product Backlog Evolves as the product and the environment in which it will be used also do so. The
Product Backlog Is Dinámico; It constantly changes to identify what the product needs to be suitable,
competitive and useful. As long as the product exists, your product Backlog also exists.
The Product Backlog Lists all the features, features, requirements, improvements and corrections that are
changes to be made on the product for future deliveries. The Elements Product Backlog They have at least
• EL Order Priority
• The estimate
• Acceptance criteria
As a product is used and increases its value and the market provides feedback, The Product Backlog It
becomes a longer and more exhaustive list. Requirements never stop changing so The Product Backlog It's
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a live artifact. Changes in business requirements, market conditions or technology may cause changes in
¡IMPORTANT NOTE! To avoid projects that never end, it is important to consider the scope of the project
The Sprint Backlog Is the whole of the elements Product Backlog Selected for A Sprint, plus a plan to deliver
the product increment and get the goal of the sprint.
The Sprint Backlog It is a prediction made by the Development team about what functionality will be part
of the next increment and the work needed to deliver that functionality in a "finished" increment.
When new work is required, the Development team The AdiciOna aL Sprint Backlog. As the work is executed
or completed, the remaining work estimate is updated. When some element of the plan is considered
unnecessary, it is eliminated. Only the Development team You can change your Sprint Backlog During a
Sprint. The Sprint Backlog is a real-time visible picture of the work that the Development team Plan to
perform during the Sprint and belongs only to the Development team.
• The sprint Backlog makes visible all the work that the development team must complete to reach
• To ensure continuous improvement, In the Sprint Backlog Is Includes For what least one Activity
that allows the Process Improvement (usually Identifieds In the retrospective immediately
preceding).
• The Sprint Backlog is a plan with a sufficient level of detail so that changes in progress can be
understood in the daily Scrum.
4.2.1 Increase
A Increase is the sum of all the elements Product Backlog Completed during a sprint and the value of the
increments of all previous sprints. At the end of a Sprint the new increment must be "finished", which means
that it is in a position to be used and that it complies with the definition of "finished" equipment Scrum.
• The increment must be able to be used regardless of whether the Product Owner decides to release
it or not.
The emitters of Information They are artifacts that allow you to graphically display the status of the sprints
or dThe project in general. They serve to ensure the transparency and to track and control the project
(Section 6.2).
The scrum board or also known as scrum board It is an adaptation of the Kanban board that allows us to
The scrum Board is an information emitter that allows the team to ensure transparency in the sprints,
maintains coordination and allows the scrum Master to perform its inspection tasks. (Section 5.1)
Each item to be developed must be placed on an indi-Bed, and since the Scrum Board is constantly updated,
all cards must pass through the 4 columns. (column skipping is not possible).
• When the board is physical in the work place of the equipment, usually the cards that are handled
• When you are going to develop multiple user stories in a single Sprint it is advisable to divide the
board into rows, where each row represents a component or epic of the product.
• At the end of a Sprint "clears" the Scrum Board
• To consider "finished" an item and move it to this area in the Scrum Board, consider the "definition
• To facilitate the reading of the Scrum Board, each member of the team can assigned a card color.
• Although the Scrum Board is usually updated during the daily meeting, each member of the
development team has autonomy to update its set of items assigned in the Sprint Backlog.
The "Burndown Chart" is an information emitter that shows the amount of work Slope That's left in the
current Sprint.
• The vertical axis is built from the summation of history points to be developed in the Sprint
• A possible variation is the Burnup chart showing the work completed in the Sprint
The DAccumulated Flow Iagrama (CFD - Cumulative Flow Diagram) is a Sender of Information Pretty Useful
for the elaboration of reports and the monitoring of the results of the project.
This information emitter shows the progress of the project with respect to the items of the Product Backlog.
• The "green" zone shows the work done in the project around the time.
o When the Blue Zone is above the Green Zone, it usually means that the team selected more
work than it could finish, this is known as "technical debt."
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o The difference between the "green" zone and the "Grey" zone is related to the progress of
the project.
• The vertical axis could be the "size of requirements", this would be more accurate when calculating
the progress of the project.
• The cumulative flow diagram is unique per project.
• The person in charge of This information radiator is the Scrum Master, although normalNte is the
Product Owner who Used to show the progress of the project to the stakeholders.
The registration of obstacles, or also called Registry of Impediments is an artifact in which all the obstacles
that are presented in the projects and their respective solution are recorded.
This artifact is the responsibility of scrum masters and is usually updated during daily scrum.
In some organizations this artifact is global for all projects and serves as a knowledge base for all members
5. Principles of Scrum
Scrum defines 6 principles that are key to the smooth working of the framework. You can make sure that
sOn the “Rules” To know and apply the Members Of EEquipment Scrum to ensure the proper functioning
of this framework.
Scrum is based on the theory of control Empirical of processes or empiricism. Empiricism ensures that
knowledge comes from experience and decision-making based on what is known. Scrum employs an
iterative and incremental approach to optimize predictability and risk control.
The 3 Pillars What Support the entire implementation of the control Empirical of processes Are:
Transparency, inspection and adaptation.
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5.1.1 Transparency
The significant aspects of the Project should be visible to Stakeholders. Transparency requires that these
aspects be defined by a common standard, so that observers share a common understanding of what is
being seen.
For example:
• Those who perform the work and those who accept the product of that work must share a common
definition of "terminated."
Scrum is based on transparency. The decisions to optimize the value and control the risk are taken based
on the perceived state of the artifacts. To the extent that transparency is complete, these decisions have a
solid basis. To the extent that artifacts are not completely transparent, these decisions may be erroneous,
The Scrum Master must work with the Product Owner, the Development team and other parts Interested
To understand if the artifacts are completely transparent. There are practices to cope with the lack of
transparency; The Scrum Master should help everyone apply the most appropriate practices if there is no
complete transparency.
A Scrum Master can detect the lack of transparency by inspecting the artifacts, recognizing patterns,
listening carefully to what is said and detecting differences between the expected results and the real ones.
The work of the scrum Master is to work with the scrum team and the Organization to improve the
transparency of the artifacts. This work usually includes learning, conviction and change. Transparency does
5.1.2 Inspection
In the Scrum projects Should inspect FREcuentemente Artifacts and progress toward a target, to detect
variations.
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The Inspection should not be so frequent as to interfere in the work, lAs inspections are most beneficial
when carried out diligently by expert inspectors In the same workplace (usually the Scrum Master).
5.1.3 Adaptation
If an inspector determines that one or more aspects of a process deviate from acceptable limits, and that
the resulting product will not be acceptable, the process or material being processed must be adjusted. This
adjustment must be done as soon as possible to minimize major deviations.
Scrum prescribes four formal events, contained within the Sprint, for inspection and adaptation, as
• MeetSprint Planning.
• Daily Scrum.
• Sprint Review.
• Sprint retrospective.
5.2 – CarOrganization 2
For Scrum, the development team must be self-organized, this means that they are the team members Who
They choose the best option to carry out their Work Without being Directed by people outside the team.
To Then The rules that guarantee the self-organization of the team are listed:
• The development team is the one who autoallocates the work to be done in the different sprints,
nobody, not even the Product Owner should impose the work on the team.
• The team must know their decision limits very well in order to have greater autonomy.
• The team must have spaces that allow them to carry out research and training days.
In order for a team to be self-organized, the following elements are required at least:
• There must be a formally defined goal and knowledge for the team, "if the team does not have a
defined course, it will not know where it should go and it is impossible to organize itself."
• The equipment mustNtender the vision of the project and why the project adds value to the
organization.
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• The team members must be multifunctional, as well as updating Your knowledge and skills on a
continuous basis.
The collaboration is given thanks to the constant communication that exists in the Scrum teams, both
between theirS members as with the parties INteresadas of the project, this concept is an integral part of
the Agile Manifesto "The most efficient and effective way to transmit information to and within the
Scrum Master is the responsible role Of Ensure a healthy communication between all stakeholders of the
should be considered What Depending on the nature of the project, the needs of the organization and even
external factors determine the location of the team members. That's why In Scrum the teams They are
• Team members are in the same location, allowing them to communicate very easily.
• Problem solving is almost immediately Being located in the same place is easy to perform di
sessionsáLogo.
A distributed computer with is located in the same location, it is usually Dispersed due to subcontracting,
To ensure permanent communication in this type of equipment, the following tools are required:
• Groupware.
• Software Videocalls or chat.
In traditional projects, the customers Usually Were kept at a distance and soIt is InvolucrabAt the beginning
and end of the Project. In Scrum Es highly recommended that the customer ParticipE of Product Reviews
And Provide feedback At all points of "inspection and adaptation". This minimizes risk andMore options to
the customer and theS Interested partiesS
By Example In other agile frames like XP, it is compulsory for the client to be part of the team.
The customer (or their representatives) should work withL Product Owner To define The User stories and
The customer and stakeholders usually participate in the review meeting Of all the SPrint and depending
on Of The relationship between the client and the Product Owner, the customer I could even participate in
Multifunctional teams have all the skills and abilities necessary to carry out the work without relying on
other people who are not part of the team.
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Contrary to what a multifunctional team thinks, It is not that all its members do everything, it is that the
members acquire knowledge in different disciplines (applicable to the projects of the organization) and
The reality is that even when A Team be technical expert, always NECEsitarán additional training, so the
Product Owner must Decide If Approve Money and time to train Or On the contrary they will be Team
members WhoIs will take care of the topic (Section 6.1).
Perform this exercise Allow To identify, collect, organize, transfer and retain the Knowledge necessary to
support all staff in their work activities, to make well-founded decisions and to increase productivity.
In order to ensure a constant collaboration and avoid over time the emergence of a culture of guilt, it is
important to promote a collective ownership of the product, this means that the whole Scrum team owns
the product, and therefore any of its members It could contribute to the development of any part of the
Also there should be no individual recognition to team members by SUS contributions to the product.
Scrum teams are characterized by maintaining a focus on frequent delivery of results; And although the
team members are aware of the responsibility that this implies, there is a fundamental factor that facilitates
the momentum and effort to meet the objectives; lTo mOtivación.
The motivation refers to the members of the team to maintain a certain behavior and state of mind that
promote the healthy interactions and the high performance in the project.
Types of motivation
36 - Scrum – An Agile Approach to Manage Successful projects
• Intrinsic: This type of motivation is characteristic of each person, that is to say that by his own will and
inspiration he is able to maintain a specific behavior and the impulse necessary to fulfill a goal that
• Extrinsic: This Type of motivation refers to maintaining a specific behavior to respond to an external
impulse, ie in this case the will and inspiration of the person are influenced by an external reward (which
can be something physical, monetary or psychological) .
Depending on how the motivation is handled in the Scrum team, eventually the extrinsic motivation
tends to become intrinsic motivation, as the team members adapt their behavior and improve their
performance to meet the goals without having to All the time they're getting rewards or something in
return.
responsibility because being at the service of the scrum team can easily identify what is what increases or
decreases the motivation of team members; This is why within the tasks of the Scrum Master is included
the identification and analysis of the motivating elements of the team to build and develop a motivation
Plan that will later negotiate with the Product Owner to ensure the necessary resources For execution.
Encourage research
Within the set of factors that increase the motivation of the team in Scrum it is recommended to encourage
the research of new products or technologies which favors that the members of the team acquire new
The research will also encourage team members to set goals based on self-realization and development of
their own competencies.
Some methodologies in the market talk about the techniques that can encourage research in the teams,
5.3 – Simplicity 3
Scrum would not be considered a ág methodologyIl if not for its simplicity, that is why it tries to the
maximum reduce the bureaucracy in its practices, it works with the artifacts that are essential for the Project
and follows a simple flow of practices, without neglecting all the necessary elements for the correct
management of the project.
• It is the responsibility of the scrum Master to ensure that simplicity will be the cornerstone for the
adoption of scrum.
The most important thing in the Development Of A product using the mScrum arc is the value that it gives
to customers/users, considering that its development should take as little time as possible.
That is why it is highly advisable to establish a scope for the project that considers sufficient characteristics
to make the product high value for the user but has the least possible development time, without neglecting
the quality.
This concept has its justification in the principles of the Agile Manifesto "The functional product is more
important than the exhaustive documentation". (See more in the Section 6.5)
Software tools for Agile project management have beenn Become an indispensable element to ensure the
simplicity. AOme of the advantages of using these tools are:
• They centralize the information of the projects, allowing a better control of the information.
• Allow you to automate tasks, for example:
o Historical-based estimates.
o Develop charts for budget tracking, Sprint progress (Burndown), project progress
(cumulative flow chart), etc.
o Generate Meeting Minutes.
• They generate notifications about elements of the Product Backlog with delay.
• Facilitate the interaction of geographically distributed equipment.
38 - Scrum – An Agile Approach to Manage Successful projects
o Continuous integration.
o Automated testing.
Although in many organizations working with processes is seen as a great advantage because it ensures
the good performance of its collaborators, when we talk about agile projects, we will have to see the
The organizations have models of operation that tend to behave in a "static" way, in which we usually find
a structure of hierarchies and bureaucracy, where in a routine way the collaborators know the
products/services of the Organization and know how to operate on a daily basis to ensure its proper
delivery; However with the projects it is not always the same because the members of the project team are
often faced with new challenges that drive them to constantly change and take autonomous behavior in
certain situations.
On the other hand, we see that organizations can easily perceive the benefits of processes (they facilitate
quality reviews, staff induction, audits, etc.) as long as these processes are implemented and do not remain
as Simple documents, as they alone do not bring value to the organization. This premise applies as is, to
agile projects, because when we talk about processes in projects we must maintain a focus on practice
(which are internalized and naturally executed by all members), maintaining a healthy balance between the
Typical organizational bureaucracy (which disfavors agility) and anarchy (which decreases credibility in the
team). When you meet and keep the midpoint between These Two, the team is in an environment of agility:
In a Scrum project, lAt top priority is to satisfy the customer from the start and continually EntregánDole
the maximum possible value, for which it is important to consider the following aspects:
• It is important that in each one of the sprints Product increments are generated that Delivered
Value for the client and these in turn are "finished".
• To make the prioritization of the elements that are part of the Product Backlog the Members Of
the Scrum team should consider mainly the value that the element can generate, for this is
• Each "finished" product increment must be validated with the customer to ensure feedback
collection.
• is highly Important That the customer actively participates in product prototype reviews before
Perform any development; IVen and depending on the nature of the project, the customer can
5.5 – Compliance 5
Complying with the rules established by the Scrum team and the organization is of vital importance to
ensure healthy coexistence among all members of the scrum team, avoid deviations in the projects And By
The time blocks allocated to Scrum events ensure that no time is wasted on projects. Some Advantages Of
Thanks to the principle of self-organization, are the members of the Scrum team, who establish their own
rules, of course, considering compliance with the rules established by the organization. Usually, these rules
are set only once at the start of the project, and may sometimes be global for multiple projects or multiple
teams. The artifact where these rules are recorded is often called "Scrum team collaboration Plan".
Some of the items that can be part of the Scrum team collaboration Plan are:
• Team Principles.
• Communication tools.
• Meeting Schedules.
• Penalties for non-compliance.
Scrum was designed to make the project develop POr iterations, also knowns like sprints. The iterative
method is flexible and open to changes, This allows the project to be adapted to the changing needs of the
market, the client or the organization.
Each iteration is composed of the following stages of the project lifecycle and their respective practices:
• Stage 2: Planning.
• Stage 5: implementation.
This means that the following steps have practices that are not necessarily iterative:
41 - Scrum – An Agile Approach to Manage Successful projects
People take a key role in project management Agile, their participation is given through the set of
responsibilities assigned to them, i.e. their role in the project. A Scrum project is considered to be 2
6.1.1.1 - Committed
The Committed Are the Roles What Necessarily are required to produce the project product, Therefore
are responsible for the success of each ITerai of the project and the project itself.
6.1.1.2 - Involved
The Involved sOn the roles that are not necessarily necessary for the Scrum project. They can interact with
the team, but No They are responsible for the success of the project.
- Customers.
- Users.
To Then Some of theS Requirements That should be considered for the assignment/hiring of the people to
occupyán the different roles in a Scrum project.
-Scrum Expert
-Extensive experience and
management
-Helpful leader
The helpful leaders have several features that allow them to support the development team:
• Listening Ability: Listen to men With attention and Are Receptives To what is said and not said to
understand and reflect on the situation.
• Empathy: ToCeptan and recognizesn Individuals for their unique skills and abilities.
The Matrix of Competences Allows The organization Identify the necessary competencies in the Members
who make or will be part of the different teams and thus find any gaps that may exist in Team members
ScrumAnd thus also be able to identify The Members Who will need additional training in a specific area or
competence.
43 - Scrum – An Agile Approach to Manage Successful projects
Although generally for the hiring of the team members is made based on the knowledge or technical skills,
in Scrum it is recognized that it is also necessary that the members of the team have other types of skills
that will allow him to develop Best interactions, better communication and greater cohesion. The needs of
the Scrum team, are taken as additional criteria to take into account for the proper hiring of the members:
It is often thought that In multifunctional equipment there can be no roles or specialists, being this totally
• Analysts.
• Developers.
• Testers.
44 - Scrum – An Agile Approach to Manage Successful projects
• Integrators.
• Designers.
• Architects.
• Etc.
If The Goal is to finish the project in a short time and with very high CaliTechnical experts, considering that
this will have an IMSignificant cost pact; On the other hand you could hire soWhat nOvatos, but the project
will take a long time to develop Because of the learning curve, in addition the quality It could be
compromised.
Make a combination of nOvatos and eXpert, can discourage To the experts, Although It can also occur The
situation in the For newbies to grow fast and achieve balance Expected.
• A fixed total price is defined for everything that is developed in the project.
• Increased financial risk if the entire project is not enforced according to the contract.
• The deliverables are fixed and defined at the beginning of the project.
T-Union contractEmporal
• The project is "fragmented" in several phases, where at the end of each phase Payments are made.
• Each phase generates an important set of deliverables.
45 - Scrum – An Agile Approach to Manage Successful projects
• The client/sponsor can make decisions about the project in each inspection: it can accept the
deliverable, stop the development or request modifications.
• Each Sprint must generate an increment usually is an epic or full component.
One of the key practices In Scrum is the construction of the Initial project budget, for which the following
• Services.
• Infrastructure.
• Team Training.
• Reservations.
• Other expenses that affect the development of the project.
Note: It is the responsibility of the Product Owner and the project sponsor to discuss, negotiate and accept
the budget to ensure that there are sufficient funds available for the project.
Some of the techniques and tools that can be used to manage the finances of the project are:
46 - Scrum – An Agile Approach to Manage Successful projects
The historical data of the same project or other projects will be very useful for logRAR Best estimates of the
• Historical history of previous projects: This technique will work As long as the organization keeps
track of the actual effort and duration of the project (the most advisable technique In Scrum).
• Historical plans: En those with an original estimate, even if the actual data (the most common
This technique is based on the idea that the more knowledge of the business/project, the more accurate
the budget estimate will be. Less knowledge of the business/project, there will be greater risk and less
precision in the estimation.
The objective of this technique is to calculate in a percentage scale the degree of knowledge about the
Some factors for calculating the coefficient of knowledge about business are:
To ensure that Works with The best suppliers, The selection It is done considering the opinions of the whole
Scrum team.
Some of the criteria that Can be Consider for the selection of suppliers are:
• Price.
• Learning curve.
• Ease of Use.
• Solution Speed.
• Support.
• Security.
• Complexity for data migration.
• Implementation time.
• Reputation.
• Ease of payment.
• References.
In some projects, it may be necessary to support staff not available in the development team, for example
This type of Personal is considered as a provider, and usually soIt is hired for days, and in very specific
Illustration 18 -Freelancers
The monitoring and control of the project is an activity that must be done continuously throughout the life
cycle of the project. Usually the moments where it is done in an intensive way are: At the beginning, at pre-
defined intervals during the project or at any time when problems or risks of viability arise.
• It does not make decisions about the projects, but it works as a consultancy, advice or guidance
support for all projects, programs and portfolios. Of the organization's projects.
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At any time it is possible to To know the progress of the project with only Add the remaining total work to
achieve the goal. The Product Owner keeps track of this total remaining work at least in each Sprint review.
The Product Owner compares this amount with the remaining work in previous Sprint reviews, to evaluate
progress toward completion of projected work at the desired time for the target. This information is shown
Several trend-projection practices have been used to predict progress, such as Burn Down, work completed
(burn Up) and accumulated flow (Cumulative flow). These have proven to be useful, sHowever, they do not
replace the importance of empiricism. In complex environments it is not known what will happen. Only what
has already happened can be used for decision-making with a view to the future.
The speed of the Team is the speed With The Can't teame Complete the job in a Sprint. It is usually expressed
in the same units as those used for the estimation, usually points of history.
• All The teams have different speed, so they are part of the same project.
Some of the metrics that are really useful when working using Scrum are:
Product
Project costs Monthly project costs Reduce the risk of detours Financial. Month
Owner
Development
Prevent the team from having problems or
Impediments TyFixed impediments AD Team/Scrum Sprint
delays in the next sprint.
Master
51 - Scrum – An Agile Approach to Manage Successful projects
# Changes Accepted
# Pending Changes to
review
Errors in validation
Materialized risks
Untreated risks
In Scrum, quality is defined as the product's ability to meet "Terminated" criteria and reach the value that
the client expectsE. In Scrum projects it is extremely important to keep track of the quality of the product
and avoid problems in the future (this is an iterative practice that is done in All The sprints).
Quality Control refers to the execution of quality activities That are made to the product increments that
are potentially ready for delivery And then on the product.
Normally the quality controls are carried out by the development team and the Scrum Master during the
sprint development practice, and by the Product Owner in the sprint review.
52 - Scrum – An Agile Approach to Manage Successful projects
Quality assurance refers to the evaluation of the processes and standards that Are The definitionos in the
Quality assurance is usually done through process audits carried out by the APMO (Section 6.2.1).
For Carry out the activities of Quality assurance, Can Use the framework for the evaluation and improvement
of information technology processes (MEMPTI).
The management of Risks It is an activity that is done Proactively and through the life cycle of the project.
• A risk is defined as an unexpected situation that can affect the goals of a project.
• Risks can have both a positive and a negative impact on the project.
In some organizations, the personnel available for the execution of the projects have assigned other
responsibilities that prevent him to have total availability to execute the activities of the project.
of the projects.
The lack of monitoring and control of the portfolio of projects can cause obsolescence and/or failure.
53 - Scrum – An Agile Approach to Manage Successful projects
It should be considered that for the development of the majority of the projects Internal, it is They need
considerable sums of money, which must be projected into the general budget of the organization.
The projects Scrum Require collaboration Between team members and stakeholders, so That it is
• Communicate in time and with sufficient detail the commitments and importance of the
participation of LYou involved.
• Always keep informed LYou involved About the progress and/or changes that the projects may
• Avoid meetings that do not generate value or overextended meetings that significantly disrupt
• Always communicate the results and benefits achieved with the execution of each project.
• Thank the team involved and officials for their participation and highlight the importance of
One of the greatest risks to which a project is normally exposed, It is the possible resignation of the
The risk appetite is a model usedOr to measure the preference of interested parties By the risk or their
attitude towards the RIesgo. This defines the level of stakeholders To accept Risks.
Risk tolerance is the maximum amount of risk that The Organization is DISpuesta to accept to achieve the
Objectives of the project; Risk tolerance Serves as an alert to avoid reaching the risk capacity.
Risk capacity
The Ability to Risk is the level of risk Maximum That can be allowed before the project is diverted in such a
way that it does not deliver value to the customer. In case of exceeding the risk capacity, the project is
Risk identification allows you to know the possible risks that may affect the development of the project and
its respective sprints.
• To iNicio Of pProject: Se IDentifican Risks GLobar del pProject, for example, budget-related risks,
the PErsonal, etc.
• The sprints: Is Identify the RIesgos What May affect the development of That particular Sprint, for
example, RIesgosl pRoduct. This activity is made ITE formRativa throughout the project mainly at
SoLooking at the project from different perspectives and using a variety DAnd techniques, you can identify
the possible risks. The Technical máS used is The LLuvia iDeas.
56 - Scrum – An Agile Approach to Manage Successful projects
Risk assessment helps to understand the potential impact of a risk, how likely it is to occur, and when is it
possible for the risk to materialize? A decision may be taken and determine If it would be a good idea to
• Proximity = Number of days or estimated date on which Could present The risk.
• probability = Measure Percentage that helps determine the possibility of risk occurring.
• Impact = Measures the damage that causes the risk, is usually classified numerically according to
the following categories: Critical (6), very high (5), High (4), Medium (3), Low (2), very low (1)
This technique is used to calculate the impact moneThat you may have a risk, and with this information
The technique considers 2 factors: the monetary impact of risk and probability of occurrence.
Example: An organization that implements solar energy systems detects a possible tropical storm that
would prevent it from continuing with the installation of the planned panels for the next Sprint. To calculate
the impact that this would have on the project identify factors such as possible penalties, people's salaries,
etc. Coming to the conclusion that for this risk would be lost 538 dollars. The next step is to calculate the
probability of risk occurrence, which according to the Meteorological Institute is 35%. By applying the
technique as explained, the monetary value of that risk is 188.3 dollars.
57 - Scrum – An Agile Approach to Manage Successful projects
Prioritization of risks makes it possible to establish a risk mitigation order. In order to prioritize the risks,
• Identifiesr The approximate date in the That the risk would be presented. (Consideredr That the
most NGN risksShould be taken care of first).
• Calculatedr The exposure factor (relationship between probability and impact) and with this factor,
In the mitigation stage, the Scrum team determines the action to take with the risk. In Scrum there are 3
• The response to each risk will depend on the probability and the impact of the risk.
• The iterative nature of Scrum, with its response time and fast feedback cycles, allows failures to be
detected early; Therefore, speaking in practical terms, it has a natural mitigation function built into
the system.
• Risks can be mitigated by implementing a series of responses that can be proactive/preventive or
reactive.
58 - Scrum – An Agile Approach to Manage Successful projects
6.3.4.4.1 Mitigation
• Risk exposure (probability vs. impact) is reduced within acceptable limits for the project.
6.3.4.4.2 – Contingency
• The contingency focuses on defining a response that is used if the risk materializes or identifies
warning signs.
• Includes reactive actions and monitoring actions in case the risk is inevitable.
Stakeholders should be continually informed about theL State of the risks, INcluyendo the potential impact
Risk communication is usually tookAda out by the Scrum Master towards Product Owner And By the
This communication is always in progress and must occur in parallel During The four sequential steps
discussed so far.
Agile implies openness to change, so it is common that all agile projects are exposed to change, and it is
vitally important that team members are prepared to cope with changes at any stage of the project.
It is even more important for the Organization to be aware of exposure to changes in order to create synergy
with Scrum teams and seek to take advantage of the benefits by minimizing the negative impact that could
Given the iterative or incremental nature of Scrum, it is possible Handle changes in the product in an orderly
and cyclic way, responding continually to what the customer expects; In correspondence with the Agile
Manifesto, "We accept that the requirements will change, even in late stages of development. Agile processes
Although in Scrum there is a strong inclination to not keep large amounts of information worthless, orThe
appropriate way to request changes to Scrum products is through the request for Change format (RFC),
however, this does not imply that there is necessarily documentation in-between.
It is important that behind each requested change there is an "initiator" to keep the trace between change
and know where it comes from. In addition Within the management of changes in Scrum It recognizes the
authority of the product owner in the approval/rejection of the changes, so it is important that throughout
the project, the product owner is aware Of what happens to the product.
• The Product Owner is the responsible role of approving/rejecting changes, however, sometimes
when the changes are out of their knowledge or are out of range defined for the project you will
• The changes can come from different sources, the most common are:
o New technologies Emerge And you need to make changes to the product.
o The defined product begins to lose validity and it is necessary to change the range.
Scrum is commonly used for the management of agile projects oriented to the construction of
products/services, however, pre-project stages such as conception, prototyping and product design do not
They are always explained to the detail, being highly important for the good development of the project.
61 - Scrum – An Agile Approach to Manage Successful projects
Defining the minimum Viable product or also called Minimum market characteristics is An activity Extremely
important, so that the first version of the product It builds up as soon as possible, leading to an increase in
return on investment.
Typically, these requirements would be placed as high priority Within the Product Backlog.
The minimum Viable product is defined between the Cand the Product Owner.
The aim of the Lean canvas model (adapted from Business model canvas) is to identify the viability of a
product or service and thus reduce the risk and The Possible obstacles.
On many occasions The Lean Canvas It is used as the artifact Business case replacement.
A project developed with Scrum Has 6 Stages defined in their life cycle, each stage with a respective set of
practices (17 in total). To Then The life cycle of a Scrum project is displayed.
63 - Scrum – An Agile Approach to Manage Successful projects
1 7.1.1 -Define the vision of the project (1) • Product Owner: Alto
• Scrum Master: null
• Development team: null
64 - Scrum – An Agile Approach to Manage Successful projects
In the practice of "defining the vision of the project" The Vision of the project is structured, explaining the
business needs QThe project seeks to satisfy, considering The scope, time, budget and quality expected by
Projects always have limitations, also called "Constraints." There are usually 4 main restrictions (time,
budget, scope and quality), however, depending on the nature of the project and/or the style of the
organization, other restrictions may exist.
65 - Scrum – An Agile Approach to Manage Successful projects
At the beginning of the project, the Product Owner is responsible for ensuring that all stakeholders are
identified. To do so, it is recommended that all in turn be registered, in what is commonly called "Matrix of
stakeholders"
• Employees who work for the project, their respective role and the time in hours they dedicate to
the project.
• Project Vendors.
• Customers/Users who will be interviewed, review the project or provide useful information for the
When an element Product Backlog Or Of Increase is described as ' finished ', everyone should
understand Which means "terminated" (Done); Although this Can vary significantly for each Scrum
Team.
LTeam members must have a shared understanding of what it means that the job is completed to
ensure transparency. This is the definition of "done" for the Scrum Team, and is used to evaluate when
This same definition guides the Development team In knowing how many elements Product Backlog
You can select during the Sprint Planning. The purpose of each Sprint is to deliver increments of
functionality that can potentially be putEr in production and that fitsN to The definition of "terminated"
Development team delivers an increase in product functionality in each Sprint. This increase is usable,
so The Product Owner I could choose to release it immediately. If the definition of "done" for an
increment is part of the conventions, standards or guides of the development Organization, at least all
scrum teams must follow it. If "Done" for an increment is not an organization convention, the
Development team Of Scrum Team You must specify an appropriate "done" definition for the product.
If there are multiple scrum teams working on the delivery of the system or product, the teams of
developers in all scrum teams must define in conjunctionTo the definition of "terminated" (Done).
Each increment is integrated with all previous increments and is thoroughly tested, ensuring that all
InCrementos work together.
As Scrum teams mature, their definition of "done" is expected to Is Expand to include more rigorous
criteria for an MAYor quality. The use of the newS Criteria Can discover work to be done in the
IncremeHow many underground previously "terminated" (Done). Any product or system should have a
"finished" definition (done) that is a standard for any work done on it.
• One Sprint.
• A set of sprints.
• A project.
• A program.
• The entire organization.
• The elements were reviewed by other team members (peer testing was done).
• All files and documents in the project are in the organization's repository.
• The successful demonstration was made to the partners and/or representatives of the company.
During this practice we choose the members who will be part of the different Scrum teams.
This artifact defines how different stakeholders and project team members participate, communicate and
collaborate throughout the project. You can also define the specific tools or techniques that will be used
For example, when and how meetings will be conducted, what kind of communication tools will be usedn,
In large and complex projects, especially with distributed equipment, This Artifact has much more formality.
In other small projects, sometimes it can be just a verbal understanding.
It is usually an artifact that is built in a brief meeting (30 Minutes maximum), and the opinion of the whole
team is considered.
In this meeting the people responsible for executing the project and the client participate to formalize the
new project and at what point it starts. This meeting is also a tool that facilitates communication in The
Dr. Bruce Tuckman defined the model To describe the Course That most teams are still on their way
to high performance.
• 1. Training (Address)
This is the stage in which the team is formed and the team members are beginning to know each
other, so initially their behavior tends to be individualistic. During this training phase the first
interactions between them are established, so it is common that no conflicts or arguments are
presented.
This stage also defines the rules of the team, its purpose and identity (a name for the team), which is
At this stage the Scrum Master takes a pos"Director" decision since the members of the Team
dependsn Of it for the definition of the course of the team and its orientation.
69 - Scrum – An Agile Approach to Manage Successful projects
• 2. Confrontation/conflict
In this phase confidence has already been generated among the team members, so there are differences in
the team and the members compete with each other, establishing or breaking relationships between them.
Since each member has its own personality and working style, it will be necessary to reach a coexistence
agreement to avoid a decrease in motivation.
Although the phase alludes to the confrontation, it is also necessary that these clashes be resolved to ensure
In this phase the Scrum Master takes a position of "coach", providing accompaniment to the team and
guiding the members to keep the conflicts under control. You should also remain calm and give an example
of the desired behavior for the other team members to emulate and adopt healthily. The Scrum Master is
also responsible for promoting activities that increase the motivation of the team and identify the
• 3. Standardization
In this phase, conflicts are reduced and agreements are generated that improve interactions between team
members. During this phase, members understand better what their responsibilities, strengths and
Each member is already aware of their place in the team and is able to understand and accept the work
style of the other members, so personal interests move to the background to prioritize the interests of the
team as a whole.
In this phase the Scrum Master is a "facilitator", since it takes a focus towards the improvement and
conditioning of the environment to facilitate the performance of the team. Because in this phase the Scrum
Master knows more about the team, it can identify how its members better fit and how it can increase their
It is common that in this phase they can incorporate new members to the team, so the Scrum Master has
to ensure to maintain the stability of the team ensuring that the new members are easily integrated into
• 4. Performance
In this phase there is a mature team with sufficient confidence, motivation and autonomy so members are
able to make certain decisions without the presence of a "boss", and can delegate tasks that were previously
exclusive to the Scrum Master (as Conduct daily meetings, identify impediments, Etc.). In addition, team
members are already able to resolve disagreements or differences positively and in a short time.
It should be recognized that not all teams arrive at this stage as it is achieved after Of Confront conflicts
and great difficulties, coexist and share experiences, implying that many teams do not fully achieve the
This stage does not require much effort by the Scrum Master, allowing you to focus much more on
maintaining and improving the work environment of the team favoring the high performance of the
members.
• 5. Termination/Dissolution
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This stage comprises two situations: the dissolution of the equipment or the completion of the equipment.
The dissolution occurs when eventually during the project, one or more members leave the team, which
causes a delay in the progress that had already been achieved, leading to a decrease in motivation and
The finalization of the team is presented when the project is finished and the team members become part
of another project or another company, which implies that, although the objective of the project has been
successfully achieved, the members generate a sense of " Loss "as the interactions already established and
already working properly will be terminated along with the project. In some cases the same team can be
part of a next project, however, as a new project does not necessarily mean that the interactions
pErmanecerán in the same way.
It is necessary for the Scrum Master to provide accompaniment to the team, because whether it is
A high Performance team is one that has a performance nothigher than the average. EN Scrum normally
The performance It is associated with the speed with which the team manages to deliver value. For logRAR
During this practice the Product Backlog is built (See section 4.1- Product Backlog).
• Epic.
• User Stories.
• Errors.
• Tasks.
• Proof of concept.
• Its content is directly related to what was agreed with the project sponsor.
• Each element that makes partE product Backlog is called PBI (product Backlog Item).
During the construction of the Product Backlog It is important to classify the elements of the Product
The epics Allow Groupsr The Product Backlog Elements, allowing better navigation by himself. Some ideas
that could be defined as epics are:
• Modules.
• Components.
• Milestones.
• Deliverables.
• Functionality.
Prioritizing the elements of the Product Backlog is a key practice to guarantee LA customer value delivery.
Toome of the factors that must be considered for the prioritization of user stories within the Product Backlog
are:
• Time.
• Effort.
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• Functional value.
• Dependencies.
• Risks.
One of the prioritization techniques Product Backlog is determined by the urgency and value they represent
The elements of the Product Backlog pInterested parties.
The elements that contribute more value to the business and have a greater urgency will have a higher
This is a technique to provide a visual outline of the product and its key components. The Visual Story
Mapping, Was Formulatedo by Jeff Patton in 2005, And It is commonly used to illustrate the trajectory of
the product.
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This represents The sequence of product development iterations (from left to right the components are
In this practice, the Product Owner in the company of the other members of the EEquipment Scrum, define
the high-level project schedule.
In this practice, the duration of the Estimated of the different sprints (since We already have the elements
This schedule includes the description of high level Of the activities, commitments, tasks specifically
assigned to the members of the development team, which will be Refining Throughout the project, in
meetings Dand planning for each sprint.
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Note: This schedule will be updated in an iterative way During The Sprints.
7.1.5.1-Team Calendar
The Team Calendar It contains information about the availability of the team members, considering the
information pertaining to:
• License Dates.
• Ongoing projects.
• Etc.
The objective of this practice is toStablecer or refine The technical design of the product or the
compoComponent of product to be developed. Although this activity is always obligatory at the beginning
of the project, it could also be done iteratively before developing components in the different sprints.
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To ensure that the product architecture that is defined meets exactly the customer's requirements, it must
be done jointly between the development team and the product Owner.
Before starting the construction of the product it is important to identify the relationship between all the
Example: A software development company plans to build an application to perform virtual courses.
Being a software project, The following elements must be taken into account in the definition of
architecture:
• Data Bases.
• Storage servers.
• Processing servers.
• Domain names.
• WEB Services.
• among others.
This iteration is the first to be performed. The goal of Sprint Zero is to prepare the project team from a
technological, methodological and organisational perspective, looking to form a team and not just a group
of people.
This activity analyzes and evaluates the possible solutions that can be established for the development of
the project.
• Tools.
• Technological solutions.
• Technical solutions.
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For each solution chosen is You must carry out a proof of concept, where the following criteria must be
• Learning curve.
Note: This sprint is only used for those cases where the project team has little or no experience in the
technology in which it is going to Build the Product Or even if you have little or no experience in the type
The purpose of this activity is to guarantee the objective selection of the suppliers, using the criteria defined
Stage 2: Planning
User stories are a more understandable and accurate way to write the requirements to be developed in the
project.
• As: Describes the role of the person or group That requests (or would use) the functionality o
Requirement.
• I want to: Describes the need or requirement of the user, Usually, it's a short sentence.
• For: Describes the benefit expected by the User Once the requirement is developed.
Bill Wake invented the acronym INVEST to describe the characteristics of a good user story:
development.
• Small Small: Stories should be built in a short time, usually around "days/person." You have to be
• Likely (testable): You should be able to write evidence that verifies that the product of the story
works properly.
The Mockups represent the DLayout of the product before its development, consider the Flow That should
follow the product, and serve to show the possible functionalities to the client and thus confirm that these
will deliver the expected value.
The mockups are usually a set of sketches, designs, Diagrams and/or representations; And it is especially
necessary to have a pre-Sprint mockup or prototype, as these will serve as a guide for team members.
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Illustration 33 – Mockups
One activity that can make a big difference is parallel planning. This activity consists in forming a small team
of people who are in charge of carrying out the planning activities in parallel with the development of the
realized elements. This will make Sprint's planning meetings much more efficient. Some of the things that
This Activity serves to Identify the possible dependencies between the user stories, to do this, a list is made
with all the tasks that should beEvar out to complete the user story.
• Mandatory dependencies.
• Discretionary dependencies.
• External dependencies.
• Internal dependencies.
Some techniques that can be used for DGlossing User Stories in Tasks Are:
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• Flow charts.
This practice is related to the parallel planning, because while the team finishes developing the established
for the last Sprint, the Product Owner performs aA prioritization of The User Stories That can be considered
for the next Sprint and that can be taken as a basis for guiding the team's course.
It is important that this prioritization be done before the Sprint planning meeting is carried out in order to
• Business value.
• Risk.
• Dependence.
The product Owner exposes the goal that the sprint should achieve and the elements of the product Backlog
that, if completed in the sprint, would achieve the goal of the sprint, with this the development team works
The entrance to this meeting isTituida by the product Backlog and taking the prioritization of user stories
The number of items in the Product Backlog selected for Sprint depends solely on the development team.
Only the development team can assess what they are able to accomplish during the Sprint that begins.
During the sprint planning the Scrum team defines the goal of the sprint. The goal of the sprint should be
achieved during the sprint through the implementation of the Product Backlog and provides a guide to the
development team of why the increase is being built.
It's very importantYou to estimate the selected work (commonly written in the form of User Stories) To be
• Size.
• Complexity.
• Duration.
• Amount of resources.
• Risks.
• Limitations.
Normally the estimation techniques used by Scrum are based on expert judgement, however there are other
Planning Poker
The planning poker consists of a set of numerical cards that serve to perform the estimation of tasks or user
stories.
• The use of poker pRomueve more interaction and better communication between participants, as
well as making the Sprint planning meeting more dynamic.
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Fist of Five
It is a technique that allows Achieve consensus in Scrum teams. It is done using the fingers of the hand,
where EL number of fingers used for voting indicates the level of agreement and the desire for discussion:
• A finger: I disagree with the group's conclusion and have great concerns.
• Two fingers: I disagree with the conclusion of the group and I would like to talk about some
Problems Minor.
• Three fingers: I am not sure and I would like to assume the consensus conclusion of the group.
• Four fingers: I agree with the group's conclusion, But I would like to discuss some Problems Minor.
7.2.3.3-Team Commitment
One of the key activities during the planning of a Sprint is theOwn of The User Stories and tasks on the part
of the development team, this is accomplished when team members are CarThey assign the work to
develop, in turn they acquire the commitment Public To finish the job.
It is extremely important to ensure that there is balance in the amount of work selected by each team
member.
It usually happens that in teams Scrum where they are combined Expert members and Novice members
There will be an "imbalance" in early stages of the project, as the expert members have more work capacity
while the novice members are leveled in their learning curve.
Once the target has been set and product Backlog items have been selected for the sprint, the development
team decides how it will build this functionality to form a "finished" product increment during the sprint.
The elements of the Product Backlog selected for this Sprint, Along with The plan to finish them, gets the
name of Sprint Backlog.
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DThe Sprint planning You must ensure that is planned The Enough work so that the development team can
do a projection of what they think they can complete in the starting Sprint.
By the end of this meeting, the work planned by the development team for the first days of the Sprint is
decomposed into units of a day or less. The development team organizes itself to assume the work of the
sprint Backlog, both during the sprint planning and throughout the sprint.
Product Owner can help clarify selected product Backlog elements and make concessions. If the
development team determines that you have too much work or do not have enough work, you could
renegotiate the selected Product Backlog items by the Product Owner. The development team may also
The goal of the Sprint is a goal That is set for each Sprint During the Sprint planning meeting. This goal
describes the scope of each Sprint in alignment with the Product Backlog, in turn pn Outstanding a guide
to the development team about why the increase is being built.
Define the Goal of the Sprint gives the development team some flexibility with respect to the workAlity That
• LOS elements Selected Product Backlog offer a Guidance on what That may be the goal of the
Sprint.
• The aim of the Sprint Guarantees That the development team work together rather than on separate
initiatives.
• Usually the goal of the sprint is usually a short phrase that simply explains the expected increase at
the end of the sprint.
As the development team works, it keeps the goal of the Sprint in mind. If the work Turns out to be different
from what Hold onDo, Team members scale the situation with the Scrum Master to contactL Product Owner
and can be negotiated The scope of the Sprint.
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7.2.3.4.2 - Spikes
A SPike serves to include in a sprint tasks that do not imply to develop a user history and therefore do not
• Team Training.
• Project and/or product documentation (eExample: Document source code).
• Deployments/implementations.
The objective of this activity is the development of the Sprint deliverables, the manuals or related
documentation always considering the definition of "terminated".
Note: In conjunction with This Practice, the daily scrums are executed, and the proofs of the deliverables.
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For the development of software projects, usually follows the flow shown in the chart below:
Tests are a way to check the correct functioning of the product. There are usually several types of testss,
being the main ones:
• Unit tests: Son EscritAs by the same developer following The criteria of User history acceptance.
delivery.
• Manual Testing.
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• Automated testing.
• Approved: Meets all expectations and/or acceptance criteria of user Stories that are being tested.
• Rejected: NO compliance with all expectations and/or acceptance criteria Of the user stories that
are being tested. When a user story is rejected during testing, sE Must Reportsr The error in an
"error Log"Normally Within the Product Backlog.
Error Reporting
It is important to note that errors must go through an estimation process equal That user stories (sand
• Errors should be categorized, eg: errors in production, errors of colleagues, errors in the revision,
etc.
• should be described as PAsos Simple and repeatable playback For what The person who Correct
Continuous integration is a software development practice whereby developers combine code changes in
a central repository periodically, after which versions are executed and Tests toUtomáticas To ensure the
• Always Runr Automated testing to ensure that when code is mixed, features are not lost or
damaged Existing.
7.3.1.1.3 – Documentation
The documentation is a vital aspect in the software projects, this will allow the subsequent understanding
of the source code and thus guarantee the collective ownership of the product. For documentation to be
effective, ensure that:
• is updated daily.
• Must have an index or Search.
7.3.1.1.4 – Refactoring
The goal of this technique is to improve the maintenance of existing code and make it simpler, more concise
and more flexible. Refactoring means improving the design of the current code, without changing the code
behavior. ToOme of the advantages of the refactoring are:
• When The team Dedicated Quite a while To understand the detail ofl Code.
• Separation of functions.
• Renaming variables.
• Simplify interfaces.
For more details see the Section 3.3- Daily Scrum (daily scrum)
At any time during a Sprint it is possible to Know the progress of Sprint adding The total remaining work
on the elements Sprint Backlog. The Development team Keeps track of this total remaining work At least in
every daily Scrum To project the possibility of achieving the objective of the Sprint. Keeping track of the
remaining work throughout the Sprint the Development team You can manage your progress.
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This review meeting demonstrates the product Owner's increase and Invited stakeholders, in order to get
approval about what was expected and what was developed by the team.
To Then The activities that are performed during the Sprint review meeting are listed:
• Submit Product Increment: The development team presents the product Owner and the Scrum
• Test product increment (validation): The Product Owner and the invited stakeholders (soIf any)
prove the product increase based on the comparison of development versus each user story and
acceptance criteria. (It is valid to have a checklist to keep track of what is fulfilled and what is not
fulfilled.)
• Product Increment Approval: Based on the increase presented and the validation The product
Owner gives the approval of the increase of products. If the increase does not meet the expected
• monitoring, control and monitoring of the project: See more in Section 6.2 - Monitoring and
control Ofl Project.
• Team Pace/Speed: The pace/speed of the development team is identified.
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• Team commitments: Team commitments are identified in case of rejection of product increment
o In case of rejection, improvements are added to the Product Backlog with the highest
This meeting presents the increase of the product to the stakeholders, which will ensure that each of the
features Established and requested in the Sprint Are Completed (under the guidelines of acceptance criteria
Technical Debt Sand refers to the work that Teams skip or not complete during one or more sprints.
• If the technical debt accumulates, you canTo carry out maintenance, Integration and high costs in
product deployment.
• Frequent prioritization of user stories contributes to lower technical debt.
The refinement of the Product Backlog is the act of adding detail, estimates and order to the elements of
the Product Backlog; This is a continuous activity In The Which one The Product Owner and the development
team examine, review and detail the elements of the Product Backlog.
• LItems of the product Backlog can be updated at any time by the product Owner or at your
discretion.
• Refinement usually consumes no more than 10% of the time of the Sprint review meeting.
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The sprint retrospective is an opportunity for the Scrum team to inspect themselves and create a plan for
improvements that will be addressed during the next sprint. The retrospective should be done in a liberating
environment that allows the team to flow all kinds of ideas.
The sprint retrospective takes place after the sprint review and before the next sprint planning. This is a
The Scrum Master teaches everyone to keep The positive and productive event; And Participates of this
Meeting as a member of the team as they Part of The responsibility of the increments It falls on him.
The Scrum Master motivates the team to improve Their development process and their practices to make
them more effective and enjoyable for the next Sprint. During each Sprint retrospective the Scrum team
Identifies and Plans ways to improve product quality by improving quality De practices, which can be
Implementing these improvements in the next Sprint constitutes the subsequent adaptation to the
InspeDevelopment team Suction Same. Although improvements can be implemented at any momentOr,
the Sprint retrospective It offers a dedicated event for this purpose, focused on Inspection and adaptation.
• Team identifies actionable enhancements to maintain or improve team work, and maintain the
motivation of the members.
• The team documents and updates the lessons learned record.
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Stage 5: implementation
The objective of this stage is the PResponding in production of its Increments Approveds in the REvisión of
the SPrint, for immediate use and utilization by the customer and/or interested. In Scrum projects, it is
usually an iterative stage, in order to take advantage of all the increments usable from early stages of the
project.
According to the nature of The organization, it is commonTRácticas be executeds by groups other than the
Scrum team, however it is highly recommended that it be the same team that is responsible for this work,
thus ensuring a real commitment to the quality of the deliverables, while avoiding the emergence of a
culture of guilt.
The objective of this practice is to prepare all the necessary elements to carry out a successful
implementation of the increments generated in the sprints, significantly reducing the risks that may
negatively impact the operations of the Users/Customers.
The amount of deliveries (deployments) will depend on the agreement with the client or sponsor of the
A key activity is coordination with the different customer operations teams to prepare for the
implementation.
Note: It is highly recommended that the operations teams have participated in the Sprint review meetings.
This practice seeks to make available to users The completed and usable increments Previously Developed
by the Scrum team.
It should be clarified that this practice is not possible to apply in all types of projects, nor is it mandatory to
execute it at the end of each Sprint, soIt will be applicable when The product increase Generate value for
The implementation of deliverables can be done in several ways, the 2 most common are:
• Big Bang: This type of implementation seeks to make the increase available to the entire user
Users CoupleTo implement The increase (ex: Deliver only to Users Specific).
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Once the product increase is in productive environments, it is important to confirm that there were no
affections to the operation, so you could run reviews or post-implementation tests.
On many occasions after successful implementation confirmation, formal notification is made to the
customer (including sE Signature Some artifact As constancyAnd thus reduce the likelihood of new requests
for changes to arise About the elements already delivered.
7.5.2.2-unsuccessful deployments
In case the results of implementation Are negative will be assessed quickly sI can be solved during aA
Maintenance window, otherwise you should make a “Rollback” and plan a new Sprint In which they are
At the closing meeting of the project, the closing and reason for the closing of the project will be recorded,
for this purpose it could be built A project closing act.
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• Successful closure of the project: It was fulfilled with all the deliverables scheduled within the
allocated budget and according to the acceptance criteria (total customer satisfaction).
• Partial project shutdown or postponement: It was partially fulfilled with the scheduled
deliverables, the allocated budget is being exceeded or not fully fulfilled with all the acceptance
criteria (partial satisfaction of the client).
• Project Cancellation: It was not fulfilled with any of the deliverable scheduled, the allocated budget
was exhausted ahead of time, it was not fulfilled with any criterion of acceptance (total
• Product or product increase developed by the team: To register the status of the product at the
• Project Start Act: To validate the scope, objectives and initial aspects of the project.
• Integration Test Results: It includes a report of the tests that were carried out after the delivery of
each increment of the product to ensure the correct integration between components.
• Product Acceptance Criteria: For verification and validation of expectations compared to what
was delivered.
• Customer Documentation/Training: To ensure that the customer has the knowledge about the
• Project reports: That show the current state of the project Progress (reports will be displayed as:
It is important to have an artifact as evidence of the closure of the project, thus guaranteeing the official
termination of the project activities, or the fulfillment of the subsequent commitments (if any).
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• Analyze and learn from the successes and errors that were committed throughout the project.
• Analyze the reports generated by quality assurance throughout the project.
• Create a report of improvements and lessons learned throughout the project.
• Scrum Master.
• Product Owner.
• Development team.
When a project is very large and a single Scrum team is not enough to develop all the work, it will be
necessary to have multiple teams. Some of the considerations that should be To take into account for the
distribution of the equipment are:
• As far as possible, you should have a single Product Owner For the project.
• Specialized teams should not be formed, multifunctional teams advance faster and generate fewer
dependencies.
• Team members should not be changed during project execution.
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When projects are part of a program, the role of program Owner takes a lot of relevance. The Program
Owner will be the responsible role of:
• Coordinate the work with the different Product Owner of each project pertaining to the program.
Often, several Scrum teams work together to develop the Same product. To describe the work to be done
• Could be used An attribute of the Product Backlog to group the elements That belong to the
different teams.
Scrum Scrum is The Event focused on the coordination of sprints for multiple teams within the same project.
• In some projects where the need for communication between teams is vital (eg: when there are
Meeting Objectives
• Coordinate the work of multiple teams working for the same project.
When you have multiple teams in a project, it is important to ensure that your sprints remain coordinated
over time, that is to say, all teams start and finish their sprints on the same dates.
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• Each team must make their own retrospective. However, it is important to make a regular session
of lessons learned from all teams to share the knowledge acquired on each team.
When Scrum practices and tools are to be adopted in an organization, these do not always conform 100%
to the context of the project, the type of organization or even the specific needs of a specific client, which
is why in different Organizations the APMO designs a set of guides that allow to adapt the Scrum practices
to the context of each project, these guides are called "Adjustment guides".
• The adjustment guides are useful for the members of the different Scrum teams, mainly for the
9 Thanks
Of the thousands of people who have contributed to Scrum, distinguishedMos To those who provided the
basis for the construction of this book: Jeff Sutherland working with JeFF McKenna and John Scumniotales;
And Ken schwaber working with Mike Smith and Chris Martin – based on "The Scrum Guide”.
We also extend the thanks to the work team of CertMind who during the last months contributed their
knowledge and experience, making possible the set of improvements made to the framework of work, as
well as the community of experts that participated in the editing, tuning and translation.
• Increase: Increment
• Refinement: Refinement
10.List of figures
Illustration 1-Structure of the guide .......................................................................................................................................... 11
• 7.5: Is Adds The deployment or implementation stage and their associated practices.
• Improvements were made in the global explanations of the book to make it more understandable
to the reader
www.certmind.org