Introduction
Scrum is an Agile framework for executing and delivering complex projects. Scrum originally was formalized for software development projects, but it works well for any complex, innovative scope of work.The Scrum framework is simple on paper but hard to implement. This framework has 4 mandatory ceremonies (Sprint Planning, Daily Standup, Sprint Review, and Retrospective), one optional ceremony but highly recommended (Backlog Grooming), 3 roles (Scrum Master, Product Owner, and Dev Team), and 3 artifacts (Burndown Chart, Product Backlog, and Sprint Backlog).
When Jeff Sutherland created the scrum process in 1993, he borrowed the term "scrum" from an analogy put forth in a 1986 study by Takeuchi and Nonaka, published in the Harvard Business Review. In that study, Takeuchi and Nonaka compare high-performing, cross-functional teams to the scrum formation used by Rugby teams. Scrum is the leading agile development methodology, used by startup to fortune 500 companies around the world.
Sprint Planning (beginning of each Sprint as early as possible on Day 1)
At the beginning of each sprint, a sprint planning meeting must be conducted to determine which Product Backlog items will be completed during the sprint and create the corresponding sub-tasks.
Sprint Planning Input:
- Top prioritized Stories from Product Backlog are groomed and meets the Definition of Ready.
- All Team members are present (in person or over Webex), unless otherwise communicated to the Scrum Master.
- Team members should know their own individual capacity for the team prior to Sprint Planning.
- Scrum Master displays the JIRA Product Backlog on the WebEx/Projector
The Sprint Planning ceremony should follow the following guidelines:
- For a 2 week Sprint, anticipate up to 4 hours for Sprint Planning. Depending on how successful the backlog grooming sessions were will determine how much time you and your team spends in Sprint Planning.
- The Scrum Master will perform a capacity analysis by asking the team who will be on PTO, training, etc. and looking at the previous average velocity. The formula is to give each person 8 points per sprint and then subtract 1 point for each day they are not available. A day is further defined as 8 hours. Sprint boundaries are firm. 2 weeks is 2 weeks and capacity analysis is based on the fixed timebox.
- Product Owner should be present for the Sprint Planning ceremony with prioritized backlog of Stories. This requires that all User Stories are groomed with Title, Narrative, Description, Acceptance Criteria, and other supporting information as needed.
- Product Owner will discuss the sprint goals they would like to accomplish during the sprint and present the prioritized Stories to the team, one at a time, from the top of the backlog. If the story is technical, a spike, or defect, it should be read by someone from the Team.
- Team may ask questions to get clarification on Stories. Details of the story may be updated at this time. Further details of Stories and Sub-Tasks can be discussed during the Sprint, as long as the Team feels confident the Stories will be completed within the Sprint.
- If estimation was not done in Backlog Grooming, then the Team estimates the backlog item using the Fibonacci Scale (0, 1, 2, 3, 5, 8, 13, 21, 34, 55…). The Story estimations are based on complexity. Complexity is defined as effort, risks, and unknowns, and is relative to other Backlog items. Therefore, each team should have a baseline story as 1 point, 1 day. This means a Story can be completed by one “ideal” person in 1 day. When the Team does relative sizing, they are comparing the Story size to the baseline Story. For a Story committed to a Sprint, the Story size should be 8 points or less.
- If there is support work that the team will do in the Sprint but it is not known at the time of Sprint Planning, the team can put a Support work item as a Technical Story into their Sprint Commitment and estimate it in points. For example, if the team has a velocity of 40 points and they predict roughly 1/5th of their Sprint will be support work, they can give 8 points for the Support Story and add the tasks once the work is defined in detail.
- if there is no support work raised in the current sprint then the team can take equivalent Story points from the backlog.
- Sprint commitment will be based on the team’s confidence and velocity. The Scrum Master should facilitate the team discussion for committing.
- For remote team members, it is important the Scrum Master has access to a screen sharing service, such as, WebEx to share their screen with the team. If possible, tele-presence is highly recommended. For example, if team members are in Europe and the U.S. – having a tele-presence between Europe and the U.S. helps to unite the team and make them feel more like one team. This also is helpful when doing point estimation.
- Once the team initially commits to the Sprint Backlog, the team will break down the Sprint Backlog Items into sub-tasks. Each sub-task should be between 2 to 16 hours and have an assignee (the person that will be doing the work). The estimated hours need to be inputted into the estimate field for that sub-task in JIRA.
- If a Story or Sub-Task is dependent on another Team’s backlog, that Story should be linked to their Story as dependency in JIRA and the Scrum Master should help ensure the dependency does not become a blocker.
- The Team can use the Sub-Task Breakdown to reconfirm the Sprint Goal(s), verify individual capacity, validate Story estimates, and Sprint commitment.
- Please Note: Sub Tasks do not directly correlate to Story Points because points represent complexity. Complexity has 3 parts: Effort, Risks, Unknows, Sub Tasks only represent Effort.
- Please Note: the assumption is that a full time, dedicated person would have 64 hours of capacity in a 2 week Sprint.



