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Scrum For Dummies
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Table of Contents

Introduction 1 About This Book 1 Foolish Assumptions 2 Conventions Used in This Book 2 Icons Used in This Book 3 Beyond the Book 4 Where to Go from Here 4 Part 1: Getting Started With Scrum 5 Chapter 1: The Basics of Scrum 7 The Bird's-Eye Basics 8 Roadmap to value 8 Scrum overview 10 Scrum teams 11 Governance 12 Scrum framework 12 The Feedback Feast 15 Agile Roots 16 Three pillars of improvement 16 One Agile Manifesto 17 Twelve Agile Principles 18 Three platinum principles 20 The Five Scrum Values 22 Commitment 23 Focus 23 Openness 24 Respect 24 Courage 24 Part 2: Running A Scrum Project 25 Chapter 2: The First Steps 27 Getting Your Scrum On 28 Show me the money 28 I want it now 30 I'm not sure what I want 30 Is that bug a problem? 31 Your company's culture 31 The Power in the Product Owner 32 Why Product Owners Love Scrum 34 The Company Goal and Strategy: Stage 1 35 Structuring your vision 36 Finding the crosshair 37 The Scrum Master 38 Scrum master traits 38 Scrum master as servant leader 39 Why scrum masters love scrum 40 Common Roles Outside Scrum 42 Stakeholders 42 Scrum mentors 43 Chapter 3: Planning Your Project 45 The Product Roadmap: Stage 2 46 Take the long view 46 Use simple tools 47 Create your product roadmap 48 Set your time frame 49 Breaking Down Requirements 50 Prioritization of requirements 50 Levels of decomposition 51 Seven steps of requirement building 52 Your Product Backlog 53 The dynamic to-do list 55 Product backlog refinement 55 Other possible backlog items 59 Product Backlog Common Practices 59 User stories 59 Further refinement 62 Chapter 4: The Talent and the Timing 63 The Development Team 64 The uniqueness of scrum development teams 64 Dedicated teams and cross-functionality 65 Self-organizing and self-managing 68 Co-locating or the nearest thing 69 Getting the Edge on Backlog Estimation 70 Your Definition of Done 71 Common Practices for Estimating 73 Fibonacci numbers and story points 74 Velocity 80 Chapter 5: Release and Sprint Planning 83 Release Plan Basics: Stage 3 84 Prioritize, prioritize, prioritize 86 Release goals 88 Release sprints 89 Release plan in practice 90 Sprinting to Your Goals 92 Defining sprints 92 Planning sprint length 93 Following the sprint life cycle 95 Planning Your Sprints: Stage 4 97 Sprint goals 97 Phase I 98 Phase II 98 Your Sprint Backlog 99 The burndown chart benefit 100 Setting backlog capacity 101 Working the sprint backlog 103 Prioritizing sprints 104 Chapter 6: Getting the Most Out of Sprints 107 The Daily Scrum: Stage 5 108 Defining the daily scrum 108 Scheduling a daily scrum 110 Conducting a daily scrum 110 Making daily scrums more effective 111 Team Task Board 112 Swarming 114 Dealing with rejection 115 Handling unfinished requirements 117 The Sprint Review: Stage 6 117 The sprint review process 118 Stakeholder feedback 119 Product increments 120 The Sprint Retrospective: Stage 7 120 The sprint retrospective process 121 The Derby and Larsen process 122 Inspection and adaptation 124 Chapter 7: Inspect and Adapt: How to Correct Your Course 125 Need for Certainty 125 The Feedback Loop 126 Transparency 128 Antipatterns 129 External Forces 130 In-Flight Course Correction 130 Testing in the Feedback Loop 131 Culture of Innovation 132 Part 3: Scrum For Industry 135 Chapter 8: Software Development 137 Scrum and Software Development: A Natural Fit 138 Software Flexibility and Refactoring 140 Release often and on demand 141 Customize your release sizes 141 Inspect and adapt as you release 142 Embracing Change 142 Development team challenges 143 Business alignment with technology 143 Up-front engineering 145 Emergent architecture 146 Scrum Applications in Software 147 Video-game development 148 Services 151 Customization projects 152 Chapter 9: Tangible Goods Production 155 The Fall of Waterfall 156 Construction 157 The best in bids 157 Scrum roles in construction 158 Customer involvement 159 The subcontractor dilemma 160 Worker safety 161 Scrum in Home Building 163 Manufacturing 164 Survival of the fastest to market 165 Shareholder value 165 Strategic capacity management 166 Hardware Development 167 Early identification of high-risk requirements 167 Live hardware development 167 Chapter 10: Services 171 Health Care and Scrum 171 Speed to market 173 Reduced mistakes, increased quality 175 Cost cutting 176 Adhering to regulations 177 Medical device manufacturing and safety 178 Education and Scrum 180 Challenges in education 180 Scrum in the classroom 183 Military and Law Enforcement 186 Chapter 11: Publishing: A Shifting Landscape 189 A Changing Landscape in Publishing 190 Inspecting, adapting, and refactoring 190 Applying scrum 192 News Media and Scrum 194 Defining done for content 195 The news-media scrum team 196 Sprint flexibility 197 Part 4: Scrum For Business Functions 199 Chapter 12: IT Management and Operations 201 Big Data and Large-Scale Migration 202 Data warehouse project management 203 Enterprise resource planning 205 The Service-versus-Control Conundrum 208 Security challenges 209 The Retiring-Boomer Gap 210 Profit-and-Loss Potential 211 Innovation versus Stability 212 DevOps 212 Maintenance 213 Kanban within a scrum structure 214 Chapter 13: Portfolio Management 219 Portfolio Management Challenges 220 People allocation and prioritization 220 Dependencies and fragmentation 222 Disconnect between projects and business objectives 222 Displaced accountability 223 Scrum solutions 223 Lean Startup 225 Scaling Scrum for Large Portfolios 228 A Vertical Slicing Overview 228 Scrum of Scrums 230 Product owner scrum of scrums 230 Development team scrum of scrums 231 Scrum master scrum of scrums 231 Scrum at Scale 232 Scaling the scrum master 233 Scaling the product owner 234 Synchronizing in one hour a day 236 Scaled Agile Framework (SAFe) 237 Portfolio 238 Program 238 Team 239 Advantages of the SAFe Model 239 TDD and CI 239 Code quality 240 Large-Scale Scrum (LeSS) 241 LeSS framework 242 LeSS Huge framework 243 Chapter 14: Human Resources and Finance 247 Human Resources and Scrum 248 Creating the Right Culture 249 HR and existing organization structures 250 HR and scrum in hiring 252 Performance reviews 253 Finance 258 Incremental funding 258 Statements of position (SOP) 261 Scrum and budgets 261 Chapter 15: Business Development 263 Scrum and Marketing 264 Marketing evolution 264 Scrum and social media 265 Scrum in marketing 266 Scrum in Action for Marketing 267 CafePress 268 Xerox 268 Scrum for Sales 269 The scrum solution 270 The scrum sales process 272 Chapter 16: Customer Service 277 Customers: The Most Crucial Stakeholders 278 The service conundrum 278 Information overload 279 Scrum and Customer Service 280 Inspect and adapt through feedback 280 Customer service product backlog 281 Customer service definition of done 282 Look inward 283 Inspect and adapt in practice 284 Scrum in Action in Customer Service 285 Part 5: Scrum For Everyday Life 287 Chapter 17: Dating and Family Life 289 Finding Love with Scrum 290 Setting a vision 291 Dating in layers 292 Discovering companionship and scrum 293 Dating with scrum 294 Winning as a team 295 Focusing versus multitasking 296 Planning your wedding with scrum 298 Families and Scrum 299 Setting family strategy and project visions 300 Planning and setting priorities 300 Communicating with scrum 303 Inspecting and adapting for families 304 Making chores fun and easy 305 Chapter 18: Scrum for Life Goals 307 Getting to Retirement 307 Saving for emergencies 308 Building retirement 309 Securing financial freedom 310 Retiring debt 312 Achieving Fitness and Weight Goals 312 Keeping Life Balance 314 Planning Travel 316 Studying 319 Learning early 319 Graduating from high school 320 Achieving in college 323 Part 6: The Part of Tens 325 Chapter 19: Ten Steps to Transition to Scrum 327 Conduct an Audit 327 Identify and Recruit Talent 328 Ensure Proper Training 329 Mobilize a Transition Team 329 Identify Pilot Project 330 Maximize Environment Efficiency 332 Reduce Single Points of Failure 332 Establish Definition of Done 333 Kick Off Pilot Project 333 Inspect, Adapt, Mature, and Scale 334 Inspect and adapt sprint 1 335 Maturity 335 Scale virally 336 Chapter 20: Ten Pitfalls to Avoid 337 Faux Scrum 337 Lack of Training 338 Ineffective Product Owner 338 Lack of Automated Testing 338 Lack of Transition Support 339 Inappropriate Environment 339 Poor Team Selection 340 Lax Discipline 340 Lack of Support for Learning 340 Watered-Down Process 341 Chapter 21: Ten Key Benefits of Scrum 343 Better Quality 343 Decreased Time to Market 344 Increased Return on Investment 344 Higher Customer Satisfaction 345 Higher Team Morale 345 Increased Collaboration and Ownership 347 More Relevant Metrics 347 Improved Progress Visibility and Exposure 348 Increased Project Control 349 Reduced Risk 350 Chapter 22: Ten Key Metrics for Scrum 351 Sprint Goal Success Rates 352 Defects 352 Time to Market 353 Return on Investment 354 Total project duration and cost 355 New requests within ROI budgets 355 Capital Redeployment 355 Satisfaction Surveys 356 Team Member Turnover 357 Project Attrition 358 Skill Versatility 358 Manager:Creator Ratio 359 Chapter 23: Ten Key Resources for Scrum 361 Scrum Alliance 361 The Agile Alliance 362 Scrumguides.org 362 Scrum.org 363 Scruminc.com (Scrum at Scale) 363 ScrumPLoP 363 Scaled Agile Framework (SAFe) 363 LeSS 364 InfoQ 364 Platinum Edge 364 Index 367

About the Author

Mark C. Layton, "Mr. Agile (R)," is an executive and BoD advisor. He is the Los Angeles chair for the Agile Leadership Network, a Certified Scrum Trainer (CST), and founder of agile transformation firm Platinum Edge. Mark is also coauthor of Agile Project Management For Dummies. David Morrow is a Certified Scrum Professional (CSP), Certified Agile Coach (ICP-ACC), and an executive agile coach.

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