An essential aspect of the Scrum framework is the Scrum
Team. The Scrum Teamis a group or team of people who are
responsible for understanding the business requirements specified by the
Product Owner, estimating User Stories, and final creation of the project
Deliverables. Scrum believes that Scrum Team members are self-motivated and
seek to accept greater responsibility. So, they deliver much greater value when
self-organized.
Self-organizationas an essential principle in Scrum leads to
the following:
·Team buy-in and shared ownership
·Motivation, which leads to an enhanced
performance level of the team
·Innovative and creative environment conducive to
growth
Self-organization does not mean that team members are
allowed to act in any manner that they want to. It just means that once the
Product Vision is defined in the Create
Project Vision process, the Product Owner, Scrum Master, and Scrum Team get
identified. Also the Scrum Core Team itself works very closely with relevant
Stakeholder(s) for refining requirements better as they go through the Develop Epic(s) and Create User Stories process. Team expertise is used to assess the
inputs needed to execute the planned work of the project. This judgment and
expertise are applied to all technical and management aspects of the project
during the Create Deliverables
process.
Although prioritization is primarily done by the Product
Owner who represents the Voice of Customer, the self-organized Scrum Team is
involved in task breakdown and estimation during the Create Tasks and Estimate
Tasks processes. During these processes, each team member is responsible
for determining what work he or she will be doing. During the execution of a
Sprint, if team members need any help with completing their tasks, Scrum
addresses this through the regular interaction mandatory with the Daily Standup
Meetings. The Scrum Team itself interacts with other teams through the Scrum of
Scrums (SoS) Meetings and can look for additional guidance as required from the
Scrum Guidance Body.
Finally, the Scrum Team and Scrum
Master work closely to demonstrate the product increment created during the
Sprint in the Demonstrate and Validate
Sprint process where properly completed deliverables are accepted. Since
the Deliverables are potentially shippable, (and the Prioritized Product
Backlog is prioritized by User Stories in the order of value created by them),
the Product Owner and the customer can clearly visualize and articulate the
value being created after every Sprint; and Scrum Teams in turn have the
satisfaction of seeing their hard work being accepted by the customer and other
stakeholders.
Organization structure and definition of roles and
associated responsibilities are some of the areas where Scrum differs in a
major way from traditional project management methods.
Scrum roles fall into two broad categories:
1.Core
Roles—Core roles are those roles which are mandatorily required for producing
the product of the project, are committed to the project, and ultimately are
responsible for the success of each Sprint of the project and of the project as
a whole.
2.Non-core
Roles—Non-core roles are those roles which are not mandatorily required for the
Scrum project, and may include team members who are interested in the project,
have no formal role on the project team, may interface with the team, but may
not be responsible for the success of the project. The non-core roles should
also be taken into account in any Scrum project.
Here is a video on the differences between the
organization structures of Scrum and Traditional project management and
delivery methods:
In traditional project
management methods, the organization structure is hierarchical and authority
for all aspects of the project is delegated from higher level to lower (e.g.,
project sponsor delegates authority to project manager and the project manager
delegates authority to team members). Traditional project management methods
emphasize on individual accountability for project responsibilities rather than
group ownership or accountability. Any deviation from the delegated authority
is looked at as a sign of issues and may be escalated to the higher level in
the organization hierarchy. It is usually the project manager who is
responsible for successful completion of the project and he or she takes
decisions on various aspects of the project, including initiating, planning,
estimating, executing, monitoring and controlling, and closing. The following
diagram gives an overview of the Scrum roles:
The emphasis in Scrum is on self-organization and
self-motivation where the team assumes greater responsibility in making a
project successful. This also ensures that there is team buy-in and shared
ownership. This, in turn, results in team motivation leading to an optimization
of team efficiencies. The Product Owner, Scrum Master, and the Scrum Team work
very closely with relevant Stakeholder(s) for refining requirements as they go
through the Develop Epic(s), Create Prioritized Product Backlog, and Create
User Stories processes. This ensures that there is no scope for isolated
planning in Scrum. Team experience and expertise in product development are
used to assess the inputs needed to plan, estimate and execute project work.
Collaboration among Scrum Core Team members ensures that the project is carried
out in an innovative and creative environment that is conducive to growth and
team harmony.
In Scrum, decisions are made based on observation
and experimentation rather than on detailed upfront planning. Empirical process
control relies on the three main ideas of transparency, inspection, and
adaptation.
Here is a video on empirical process control in
Scrum:
Transparency allows all facets of any Scrum process
to be observed by anyone. This promotes an easy and transparent flow of
information throughout the organization and creates an open work culture. In
Scrum, transparency is depicted through the following:
·Project
Vision Statement which can be viewed by all stakeholders and the Scrum Team
·An open Prioritized
Product Backlog with prioritized User Stories that can be viewed by everyone,
both within and outside the Scrum Team
·A Release
Planning Schedule which may be coordinated across multiple Scrum Teams
·Clear
visibility into the team’s progress through the use of a Scrumboard, Burndown
Chart, and other information radiators
·Daily Standup
Meetings conducted during the Conduct Daily Standup process, in which all team
members report what they have done the previous day, what they plan to do
today, and any problems preventing them from completing their tasks in the
current Sprint
·Sprint Review
Meetings conducted during the Demonstrate and Validate Sprint process, in which
the Scrum Team demonstrates the potentially shippable Sprint Deliverables to
the Product Owner and Stakeholders
The following diagram
summarizes transparency in Scrum:
Inspection in Scrum is depicted through the
following:
·Use of a
common Scrumboard and other information radiators which show the progress of
the Scrum Team on completing the tasks in the current Sprint.
·Collection of
feedback from the customer and other stakeholders during the Develop Epic(s),
Create Prioritized Product Backlog, and Conduct Release Planning processes.
·Inspection
and approval of the Deliverables by the Product Owner and the customer in the
Demonstrate and Validate Sprint process.
The following diagram summarizes the concept of
inspection in Scrum:
Adaptation happens as the Scrum Core Team and
Stakeholders learn through transparency and inspection and then adapt by making
improvements in the work they are doing. Some examples of adaptation include:
·In Daily Standup Meetings, Scrum Team members
openly discuss impediments to completing their tasks and seek help from other
team members. More experienced members in the Scrum Team also mentor those with
relatively less experience in knowledge of the project or technology.
·Risk identification is performed and iterated
throughout the project. Identified risks become inputs to several Scrum
processes including Create Prioritized Product Backlog, Groom Prioritized
Product Backlog, and Demonstrate and Validate Sprint.
·Improvements can also result in Change Requests,
which are discussed and approved during the Develop Epic(s), Create Prioritized
Product Backlog, and Groom Prioritized Product Backlog processes.
·The Scrum Guidance Body interacts with Scrum Team
members during the Create User Stories, Estimate Tasks, Create Deliverables,
and Groom Prioritized Product Backlog processes to offer guidance and also
provide expertise as required.
·In the
Retrospect Sprint process, Agreed Actionable Improvements are determined based
on the outputs from the Demonstrate and Validate Sprint process.
·In Retrospect
Project Meeting, participants document lessons learned and perform reviews
looking for opportunities to improve processes and address inefficiencies.
The following diagram summarizes the concept of
adaptation in Scrum:
With other methods, like the traditional Waterfall
model, considerable planning needs to be done in advance and the customer
generally does not review product components until near the end of a phase, or
the end of the entire project. This method often presents huge risks to the
project’s success because it may have more potential for significantly
impacting project delivery and customer acceptance. The customer’s
interpretation and understanding of the finished product may be very different
from what was actually understood and produced by the team and this may not be
known until very late in the project’s development.
In recent years, it has become evident that
organizations which use Scrum as their preferred project delivery framework
consistently deliver high Returns on Investment. Scrum’s focus on value-driven
delivery helps Scrum Teams deliver results as early in the project as possible.
The SBOK™ Guide was developed as a means to create
a necessary guide for organizations and project management practitioners who
want to implement Scrum, as well as those already doing so who want to make
needed improvements to their processes. It is based on experience drawn from
thousands of projects across a variety of organizations and industries. The
contributions of many Scrum experts and project management practitioners have
been considered in its development.
°Product
Ownerswho want to
fully understand the Scrum framework and particularly the customer or
stakeholder-related concerns involving business justification, quality, change,
and risk aspects associated with Scrum projects.
°Scrum Masterswho want to
learn their specific role in overseeing the application of Scrum framework to
Scrum projects.
°Scrum Teammembers who
want to better understand Scrum processes and the associated tools that may be
used to create the project’s product or service.
·as a
comprehensive guide for all Scrum practitioners working on Scrum projects in
any organization or industry.
·as a
reference source for anyone interacting with the Scrum Core Team, including but
not limited to the Portfolio Product Owner, Portfolio Scrum Master, Program
Product Owner, Program Scrum Master, Scrum Guidance Body, and Stakeholders
(i.e., sponsor, customer, and users).
·as a handbook
for any person who has no prior experience or knowledge of Scrum framework but
wants to learn more about the subject.
The SBOK™ Guide is broadly divided into the
following three areas:
1.Principlescovered in
chapter 2, expand on the six principles which form the foundation on which
Scrum is based.
2.Aspectscovered in
chapters 3 through 7 describe the five aspects that are important
considerations for all Scrum projects.
3.Processescovered in
chapters 8 through 12 include the nineteen Scrum processes and their associated
inputs, tools, and outputs.
The following diagram illustrates the SBOK™ Guide
framework, which shows that principles, aspects, and
processes interact with each other and are equally important in getting a
better understanding of the Scrum framework.
To summarize, it can be said that The SBOK™ Guide
can be used as a reference and knowledge guide by both experienced Scrum and other
product and service development practitioners, as well as by persons with no
prior experience or knowledge of Scrum or project management methodology.
Scrum
processes address the specific activities and flow of a Scrum project. In total
there are nineteen processes which are grouped into five phases, namely,
Initiate, Plan and Estimate, Implement, Review and Retrospect, and Release.
Here
is a video on Scrum processes:
The
Initiate phase includes the following processes:
Create
Project Vision—in this process, the Project Business Case is reviewed to create
a Project Vision Statement that will serve as the inspiration and provide focus
for the entire project. The Product Owner is identified in this process.
Identify
Scrum Master and Stakeholder(s)—in this process, the Scrum Master is identified
using specific Selection Criteria.
Form
Scrum Team—in this process, Scrum Team members are identified. Normally the
Product Owner has the primary responsibility of selecting team members, but
often does so in collaboration with the Scrum Master.
Develop
Epic(s)—in this process, the Project Vision Statement serves as the basis for
developing Epic(s). User Group Meetings may be held to develop Epic(s).
Create
Prioritized Product Backlog —in this process, Epic(s) are refined, elaborated, and
then prioritized to create a Prioritized Product Backlog for the project. The
Done Criteria is also established at this point.
Conduct
Release Planning—in this process, the Scrum Core Team reviews the User Stories
in the Prioritized Product Backlog to develop a Release Planning Schedule,
which is essentially a phased deployment schedule that can be shared with the
project stakeholders. Length of Sprint is also determined in this process.
The
Plan and Estimate phase includes the following processes:
Create
User Stories—In this process User Stories and their related User Story
Acceptance Criteria are created. User Stories are usually written by the
Product Owner and are designed to ensure that the customer’s requirements are
clearly depicted and can be fully understood by all stakeholders. User Story
Writing Exercises may be held which involves Scrum Team members creating the
User Stories. User Stories are incorporated into the Prioritized Product
Backlog.
Approve,
Estimate, and Commit User Stories—In this process the Product Owner approves
User Stories for a Sprint. Then, the Scrum Master and Scrum Team estimate the
effort required to develop the functionality described in each User Story, and
the Scrum Team commits to deliver the customer requirements in the form of
Approved, Estimated, and Committed User Stories.
Create
Tasks—In this process the Approved, Estimated, and Committed User Stories are
broken down into specific tasks and compiled into a Task List. Often a Task
Planning Meeting is held for this purpose.
Estimate
Tasks—In this process the Scrum Core Team, in Task Estimation Meetings,
estimate the effort required to accomplish each task in the Task List. The
result of this process is an Effort Estimated Task List.
Create
Sprint Backlog—In this process the Scrum Core Team holds Sprint Planning
Meetings where the group creates a Sprint Backlog containing all tasks to be
completed in the Sprint.
The
Implement phase includes the following processes:
Create
Deliverables—In this process, the Scrum Team works on the tasks in the Sprint
Backlog to create Sprint Deliverables. A Scrumboard is often used to track the
work and activities being carried out. Issues or problems being faced by the
Scrum Team could be updated in an Impediment Log.
Conduct
Daily Standup—In this process, everyday a highly
focused, Time-boxed meeting is conducted referred to as the
Daily Standup meeting. This is the forum for the Scrum Team to update each
other on their progress and any impediments they may be facing.
Groom
Prioritized Product Backlog—In this process, the Prioritized Product Backlog is
continuously updated and maintained. A Prioritized Product Backlog Review
Meeting may be held, in which any changes or updates to the backlog are
discussed and incorporated into the Prioritized Product Backlog as appropriate.
The
Review and Retrospect phase includes the following processes:
Convene
Scrum of Scrums—In this process Scrum Team representatives convene for Scrum of
Scrums Meetings in predetermined intervals or whenever required to collaborate
and track their respective progress, impediments, and dependencies across
teams. This is relevant only for large projects where multiple Scrum Teams are
involved.
Demonstrate
and Validate Sprint—In this process, the Scrum Team demonstrates the Sprint
Deliverables to the Product Owner and relevant stakeholders in a Sprint Review
Meeting. The purpose of this meeting is to secure approval and acceptance from
the Product Owner for the Deliverables created in the Sprint.
Retrospect
Sprint—In this process, the Scrum Master and Scrum Team meet to discuss the
lessons learned throughout the Sprint. This information is documented as
lessons learned which can be applied to future Sprints. Often, as a result of
this discussion, there may be Agreed Actionable Improvements or Updated Scrum
Guidance Body Recommendations.
The
Release phase includes the following processes:
Ship
Deliverables—In this process, Accepted Deliverables are delivered or
transitioned to the relevant stakeholders. A formal Working Deliverables
Agreement documents the successful completion of the Sprint.
Retrospect
Project—In this process, which completes the project, organizational
stakeholders and Scrum Core Team members assemble to retrospect the project and
identify, document, and internalize the lessons learned. Often, these lessons
lead to the documentation of Agreed Actionable Improvements, to be implemented
in future projects.
Organizations
around the globe have accepted Scrum as a primary project management framework
for their projects, especially when they operate in a dynamic business
environment. Growing popularity and acceptability of Scrum has created a great
demand for Scrum and Agile certified professionals in the job market.
SCRUMstudy,
the global accreditation body for Scrum and Agile certifications, offers a
comprehensive certification program with several popular Scrum/Agile credentials.
Though
there is no mandatory prerequisite for most of the SCRUMstudy certifications,
it is always better to understand the hierarchy structure. The diagram below
shows you the preferred as well as optional certification to move to the next
level.
You
can start your certification journey, by taking the free certification on
'Scrum Fundamentals Certified’. The online course is tailored to help anyone
interested to know more about Scrum, learn about key concepts in Scrum as
defined in the SBOK™ Guide, and to get a basic understanding of how Scrum
framework works in delivering successful projects. Once you complete the course
and pass the exam at the end of the course, you will be accredited as
"Scrum Fundamentals Certified". For more details, visit: http://www.scrumstudy.com/Scrum-Fundamentals-Certified.asp Many
delegates undergo formal training to prepare for advanced certification exams
offered by SCRUMstudy to get hands-on experience of implementing Scrum in real
life projects. More than 140 SCRUMstudy Authorized Training Partners conduct
certification training and classes globally. All the certification exams are
based on the Scrum Body of Knowledge (SBOK Guide) which can be downloaded for
free in SCRUMstudy website: http://www.scrumstudy.com/download-free-buy-SBOK.asp
Scrum
principlesare the foundation on which the Scrum
framework is based. The principles of Scrum can be applied to any type of
project or organization, and they must be adhered to in order to ensure
appropriate application of Scrum.
Empirical Process Control:
This is the first principle of Scrum and the three important ideas of
transparency, inspection and adaptation. In Scrum, decisions are made based on
observation and experimentation rather than on detailed upfront planning.
Empirical process control relies on the three main ideas of transparency,
inspection, and adaptation.
Self-organization:
This principle of Scrum highlights the staff members who can offer higher
productivity in services when they are properly organized by means of team
spirit and self-ownership of a project. Scrum believes that employees are
self-motivated and seek to accept greater responsibility. So, they deliver much
greater value when self-organized. The preferred leadership style in Scrum is
“servant leadership”, which emphasizes achieving results by focusing on the
needs of the Scrum Team.
Self-organizationas an essential principle in Scrum leads to
the following:
·Team buy-in and shared ownership
·Motivation, which leads to an enhanced performance level of the
team
·Innovative and creative environment conducive to growth
Collaborationin Scrum
refers to the Scrum Core Team working together and interfacing with the
stakeholders to create and validate the deliverables of the project to meet the
goals outlined in the Project Vision. It is important to note the difference
between cooperation and collaboration here. Cooperation occurs when the work
product consists of the sum of the work efforts of various people on a team.
Collaboration occurs when a team works together to play off each other’s inputs
to produce something greater.
The core dimensions of collaborative work are as follows:
·Awareness—Individuals working together need to
be aware of each other’s work.
·Articulation—Collaborating
individuals must partition work into units, divide the units among team
members, and then after the work is done, reintegrate it.
·Appropriation—Adapting
technology to one’s own situation; the technology may be used in a manner
completely different than expected by the designers.
Value-based Prioritization:
This principle mainly concentrates on the framework of SCRUM in order to
provide the optimum business value in the least possible time. The Scrum framework
is driven by the goal of delivering maximum business value in a minimum time
span. One of the most effective tools for delivering the greatest value in the
shortest amount of time is prioritization. Scrum uses Value-based
Prioritization as one of the core principles that drives the structure and
functionality of the entire Scrum framework—it helps projects benefit through
adaptability and iterative development of the product or service. More
significantly, Scrum aims at delivering a valuable product or service to the
customer on an early and continuous basis.
Time-Boxing:
Scrum treats time as one of the most important constraints in managing a
project. To address the constraint of time, Scrum introduces a concept called
‘Time-boxing’ which proposes fixing a certain amount of time for each process
and activity in a Scrum project. This ensures that Scrum Team members do not
take up too much or too little work for a particular period of time and do not
expend their time and energy on work for which they have little clarity.
Some
of the advantages of Time-boxingare as follows:
·Efficient development process
·Less overheads
·High velocity for teams
Iterative Development:
The Scrum framework is driven by the goal of delivering maximum business value
in a minimum time span. To achieve this practically, Scrum believes in
Iterative Development of Deliverables.
In
most complex projects, the customer may not be able to define very concrete
requirements or is not confident of what the end product may look like. The
iterative model is more flexible in ensuring that any change requested by the
customer can be included as part of the project. User Stories may have to be
written constantly throughout the duration of the project. In the initial
stages of writing, most User Stories are high-level functionalities.