Intro To Agile Methodologies - Module
Intro To Agile Methodologies - Module
📘 Intro: Agile
Methodologies
By the end of the course, participants will be able to:
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SESSION 1: INTRODUCTION TO AGILE
(2 HOURS)
This session provides a foundational understanding of Agile methodologies. Participants will explore
the core concepts, history, and values that underpin Agile approaches.
DEFINING AGILE
Agile is an iterative and incremental approach to project management and software development that
helps teams deliver value faster and adapt to change.
Iterative Development: Instead of completing a project in one go, Agile involves working in
short cycles called "iterations" or "sprints." Each iteration produces a working piece of the
product.
Incremental Development: In each iteration, a new piece of functionality is added to what
was built before, gradually growing the final product.
Responding to Change: Agile recognizes that project requirements change. It values being
flexible over sticking to a rigid plan.
Collaboration: Agile emphasizes teamwork and communication among everyone involved.
Delivering Value: Agile prioritizes delivering working, useful features to customers early
and often.
Waterfall (Traditional): Design the entire house (blueprint) upfront, then build the
foundation, walls, roof, and finish, only showing it to the owner at the end. Changes are
difficult and costly.
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Agile:
o Iteration 1: Build the foundation and one room. Get owner feedback.
o Iteration 2: Add another room based on feedback.
o Iteration 3: Build the kitchen, etc. This allows for changes and ensures the owner gets
what they need.
Agile arose to address the problems with traditional project management, especially in software
development.
Scrum: A framework for complex product development using "Sprints," roles (Product
Owner, Scrum Master, Team), and events (Planning, Daily Scrum, Review, Retrospective).
Kanban: A method to visualize work and improve flow using a visual board and limiting
work in progress.
Extreme Programming (XP): A software development methodology focused on code
quality and customer feedback, with practices like pair programming and test-driven
development.
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Lean: A philosophy to maximize value and minimize waste, with principles like value stream
mapping and continuous improvement.
This section explores the key differences between Agile and traditional project management,
specifically the Waterfall model, and when to use each approach.
The Waterfall model is a linear, sequential approach where each phase must be completed before the
next begins.
Phases: Requirements -> Design -> Implementation -> Testing -> Deployment
Emphasis: Upfront planning and detailed documentation
Strengths of Waterfall:
Weaknesses of Waterfall:
Inflexible to change
Late delivery of value
Limited customer feedback until the end
AGILE OVERVIEW
Key Aspects:
o Iterative and incremental
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o Customer collaboration
o Adaptability
o Early and continuous delivery
Key Concepts:
o Iterations (Sprints)
o Backlog
o Daily stand-ups
o Reviews and Retrospectives
Requirement stability
Project complexity
Need for innovation
Customer involvement
Agile is better for complex projects with changing needs.
The Agile Manifesto is the foundation of Agile, outlining its core values and principles.
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AGILE VALUES
Individuals and interactions over processes and tools: Emphasizes communication and
collaboration.
Working software over comprehensive documentation: Focuses on delivering useful
software.
Customer collaboration over contract negotiation: Values continuous customer
involvement.
Responding to change over following a plan: Prioritizes flexibility and adaptation.
AGILE PRINCIPLES
The Manifesto also includes twelve principles that support the values, such as:
AGILE TERMINOLOGY
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KEY AGILE CONCEPTS
This comprehensive textbook-style material covers the entire "Introduction to Agile" session,
providing a solid foundation for participants.
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SESSION 2: AGILE MINDSET AND
PRINCIPLES (2 HOURS)
This session delves into the Agile mindset and the core principles that guide Agile practices.
Participants will explore how these concepts shape Agile teams and their approach to work.
The Agile mind-set is a set of attitudes and beliefs that enable Agile teams to be successful. It's about
how individuals and teams think and interact, not just about following specific processes. Key
elements of the Agile mind-set include:
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Mind-set Shift:
Adopting the Agile mind-set often requires a shift from traditional ways of thinking.
The Agile principles, outlined in the Agile Manifesto, provide guidance for embodying the Agile
mind-set. Each principle supports the Agile values and offers practical ways to apply them. Here are
some key principles:
This principle emphasizes delivering value to the customer quickly and getting
feedback early.
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4. Business people and developers must work together daily throughout the project: Close
collaboration between business stakeholders and developers is essential for success.
5. Build projects around motivated individuals. Give them the environment and support
they need, and trust them to get the job done: Agile teams are self-organizing and
empowered to make decisions.
6. At regular intervals, the team reflects on how to become more effective, then tunes and
adjusts its behavior accordingly: Agile teams continuously improve their processes and
practices through reflection and adaptation.
This principle emphasizes delivering value to the customer quickly and getting
feedback early.
10. Business people and developers must work together daily throughout the project: Close
collaboration between business stakeholders and developers is essential for success.
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11. Build projects around motivated individuals. Give them the environment and support
they need, and trust them to get the job done: Agile teams are self-organizing and
empowered to make decisions.
12. At regular intervals, the team reflects on how to become more effective, then tunes and
adjusts its behaviour accordingly: Agile teams continuously improve their processes and
practices through reflection and adaptation.
It's important to understand how to apply Agile principles in practice. This involves:
Understanding the "Why": Don't just follow the principles blindly. Understand the
reasoning behind them and how they relate to the Agile values.
Contextualization: Adapt the principles to your specific situation. There's no one-size-fits-all
approach.
Experimentation: Be willing to try new things and see what works best for your team.
Reflection: Regularly reflect on how well you're applying the principles and identify areas for
improvement.
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SESSION 3: AGILE PLANNING AND
ESTIMATION (2 HOURS)
This session introduces Agile planning and estimation techniques, focusing on how Agile teams
effectively plan their work and estimate effort.
Agile planning is an adaptive approach to planning that embraces change and uncertainty. It involves
planning at different levels, from the overall product vision to daily team activities.
Planning Levels:
o Product Vision: A long-term goal for the product.
o Product Roadmap: A high-level plan that outlines the evolution of the product over
time.
o Release Plan: A plan for delivering a set of features in a release.
o Sprint Plan: A detailed plan for a single Sprint.
o Daily Plan: The team's plan for the day.
Key Planning Activities:
o User Story Writing: Creating user stories to describe features from the user's
perspective.
o Estimation: Estimating the effort required to complete user stories.
o Prioritization: Prioritizing user stories based on value and risk.
User Stories:
o Short, simple descriptions of a feature told from the user's point of view.
o Format: "As a [user role], I want to [goal] so that [benefit]."
o Example: "As a customer, I want to deposit a check using my phone so that I can save
time."
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Epics:
o Large user stories that are broken down into smaller user stories.
o Example: "Mobile Banking" (Epic) -> "Deposit a check using my phone" (User
Story)
Acceptance Criteria:
o Conditions that must be met for a user story to be considered complete.
o Help clarify requirements and ensure everyone has a shared understanding.
o Example: For "Deposit a check using my phone":
The user can take a picture of the front and back of the check.
The system can read the check amount.
The funds are credited to the user's account.
Product Roadmap:
o A high-level visual plan that outlines the product's vision and evolution over time.
o Communicates the product's direction to stakeholders.
o Helps align development efforts with business goals.
Product Backlog:
o A prioritized list of all the work that needs to be done in the project.
o Contains user stories, epics, bugs, and other tasks.
o Constantly evolving as new information becomes available.
Sprint Backlog:
o The set of items from the Product Backlog that the team commits to completing
during a Sprint.
o Created during Sprint Planning.
Agile estimation is about providing relative estimates of effort, not precise predictions.
Story Points:
o A unit of measure that expresses the relative size of a user story.
o Often based on the Fibonacci sequence (1, 2, 3, 5, 8, 13, etc.).
o Reflects complexity, effort, and risk.
Planning Poker:
o A consensus-based technique for estimating user stories.
o Team members discuss the story and then simultaneously reveal their estimates.
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o Differences in estimates are discussed to reach consensus.
T-Shirt Sizing:
o A technique for estimating large items (e.g., epics) using T-shirt sizes (XS, S, M, L,
XL).
o Provides a quick and rough estimate.
Velocity:
o A measure of the amount of work a team can complete in a Sprint.
o Used to forecast how much work the team can do in future Sprints.
Capacity Planning:
o Determining the team's available capacity for a Sprint, considering factors like
availability and time off.
o Ensures that the team doesn't overcommit.
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DAY 2:
SCRUM DEEP DIVE &
AGILE PRACTICES
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SESSION 4: SCRUM FRAMEWORK AND
ROLES (2 HOURS)
This session provides a comprehensive overview of the Scrum framework, its roles, events, artefacts,
and rules. Participants will gain a deep understanding of how Scrum teams organize and deliver value.
INTRODUCTION TO SCRUM
WHAT IS SCRUM?
SCRUM VALUES
Scrum values underpin the Scrum framework and guide the decisions, actions,
and behaviour.
The Scrum Values are:
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o Focus: Everyone focuses on the work of the Sprint and the goals of the
Scrum Team.
o Openness: The Scrum Team and its stakeholders agree to be open about all
the work and the challenges.
o Respect: Scrum Team members respect each other to be capable, independent
people.
SCRUM FRAMEWORK
SCRUM ROLES
o Product Owner:
o Scrum Master:
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o Developers:
The people in the Scrum Team that are committed to creating any
aspect of a usable Increment each Sprint.
Responsibilities include:
Creating the plan for the Sprint, the Sprint Backlog.
Instilling quality by adhering to a Definition of Done.
Adapting their plan each day toward the Sprint Goal.
Holding each other accountable.
SCRUM EVENTS
Scrum events are time-boxed occurrences, meaning they have a maximum duration.
The Scrum Events are:
o Sprint:
o Sprint Planning:
The purpose of the Sprint Planning is to plan the work for the Sprint.
It is time-boxed to a maximum of eight hours for a one-month Sprint.
Sprint Planning answers the following:
Why is this Sprint valuable?
What can be Done this Sprint?
How will the chosen work get done?
o Daily Scrum:
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o Sprint Review:
o Sprint Retrospective:
SCRUM ARTIFACTS
o Product Backlog:
o Sprint Backlog:
o Increment:
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A concrete stepping stone toward the Product Goal.
Each Increment is additive to all prior Increments and thoroughly
verified, ensuring that all Increments work together.
SCRUM RULES
Scrum’s rules bind together the events, roles, and artefacts, governing the
relationships and interactions between them.
Scrum Rules are:
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SESSION 5: SCRUM ARTIFACTS AND
DEFINITION OF DONE (1.5 HOURS)
This session delves into the essential Scrum artifacts and the crucial concept of the Definition of
Done. Participants will understand how artifacts facilitate transparency and how the Definition of
Done ensures quality and completeness.
SCRUM ARTIFACTS
PRODUCT BACKLOG
The Product Backlog is an emergent, ordered list of what is needed to improve the
product.
It is the single source of work undertaken by the Scrum Team.
Key characteristics:
Contains:
o Features
o User Stories
o Bugs
o Technical work
SPRINT BACKLOG
o The Sprint Backlog is a detailed, real-time representation of the plan for the current
Sprint.
o It is the set of Product Backlog items selected for the Sprint, plus a plan for delivering
the product Increment and realizing the Sprint Goal.
o Created by the Developers during Sprint Planning.
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o Key characteristics:
Detailed: Provides a granular plan of how the Developers will deliver the
Sprint Goal.
Dynamic: Updated throughout the Sprint as the Developers work and learn.
Owned by the Developers.
INCREMENT
DEFINITION OF DONE
The Definition of Done (DoD) is a formal description of the state of the Increment
when it meets the quality measures required for the product.
It creates transparency by providing a shared understanding of what it means for work
to be complete.
If a Product Backlog item does not meet the DoD, it cannot be released or even
presented at the Sprint Review.
Ensures quality: Establishes a standard for what "done" means, leading to higher
quality Increments.
Creates transparency: Provides clarity to all stakeholders on what to expect from each
Increment.
Facilitates predictability: Helps the Scrum Team accurately forecast how much work
they can complete in a Sprint.
Enables continuous delivery: Supports the ability to release working software
frequently.
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CREATING AND MANAGING DEFINITION OF DONE
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SESSION 6: AGILE PLANNING AND
ESTIMATION (2 HOURS)
This session focuses on key Agile planning and estimation techniques, with a detailed exploration of
user stories, epics, story points, planning poker, and velocity.
USER STORIES
Short, simple descriptions of a feature told from the user's point of view.
Format: "As a \[user role], I want to \[goal] so that \[benefit]."
Emphasis on user needs: Focus on what the user wants to achieve, not on the
technical implementation.
Example: "As a customer, I want to deposit a check using my phone so that I can save time."
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EPICS
Large user stories that are broken down into smaller user stories. Used to
represent a significant piece of functionality.
Helpful for initial planning and road mapping.
Example: "Mobile Banking" (Epic) -> "Deposit a check using my phone" (User Story)
ACCEPTANCE CRITERIA
The user can take a picture of the front and back of the check.
The system can read the check amount.
The funds are credited to the user's account.
STORY POINTS
Relative estimation: Stories are compared to each other, not estimated in absolute time units.
Commonly based on the Fibonacci sequence (1, 2, 3, 5, 8, 13, 21...)
Each number is roughly 1.6 times greater than the previous one.
This reflects the increasing uncertainty as estimates get larger.
Example:
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PLANNING POKER
Steps:
Benefits:
VELOCITY
Capacity Planning:
Determining the team's available capacity for a Sprint, considering factors like availability
and time off.
Ensures that the team doesn't overcommit.
Velocity is used in conjunction with capacity planning to determine how many stories the team can
take on in the next Sprint.
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SESSION 7: AGILE TOOLS AND
TECHNIQUES (1.5 HOURS)
This session introduces participants to essential Agile tools that support planning, tracking, and
collaboration. It also covers Continuous Integration and Continuous Delivery (CI/CD) and Agile
metrics for measuring team performance and progress.
AGILE TOOLS
JIRA
Jira is a powerful issue tracking and project management tool widely used in Agile development.
o Key Features:
Backlog Management: Creating and prioritizing user stories, bugs, and tasks.
Sprint Planning: Planning Sprints, assigning stories to Sprints, and managing
Sprint Backlogs.
Workflow Management: Customizing workflows to track the progress of
work items (e.g., To Do, In Progress, Done).
Reporting: Generating reports and dashboards to visualize progress, velocity,
and other metrics.
o Demo/Screenshots:
Show a Jira board with user stories in different stages.
Demonstrate how to create a user story and move it through a workflow.
TRELLO
o Trello is a visual collaboration tool that uses Kanban boards to organize tasks.
o Key Features:
Boards, Lists, and Cards: Organizing work into boards, lists (e.g., To Do,
Doing, Done), and cards (tasks).
Drag-and-Drop Interface: Moving cards between lists to indicate progress.
Collaboration: Assigning team members to cards, adding comments, and
setting deadlines.
o Demo/Screenshots:
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Show a Trello board with cards moving across lists.
Demonstrate how to create a card and assign it to a team member.
ASANA
o Asana is a work management platform that helps teams organize and track their work.
o Key Features:
Tasks and Subtasks: Breaking down work into tasks and subtasks.
Projects: Organizing tasks into projects.
Timelines: Visualizing project schedules.
Reporting: Tracking progress and dependencies.
o Demo/Screenshots:
Show an Asana project with tasks and subtasks.
Demonstrate how to assign a task and set a due date.
AZURE DEVOPS
o Azure DevOps is a suite of development tools that includes features for Agile
planning, version control, CI/CD, and testing.
o Key Features:
Azure Boards: Agile planning and tracking.
Azure Repos: Version control (Git).
Azure Pipelines: CI/CD pipelines.
Azure Test Plans: Test management.
o Demo/Screenshots:
Show an Azure DevOps board with work items.
Demonstrate a basic CI/CD pipeline.
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Reduces the risk of deployment problems.
o CI/CD Pipeline:
A series of automated steps that build, test, and deploy code changes.
Stages: Code -> Build -> Test -> Deploy
o Benefits of CI/CD:
Faster time to market
Improved software quality
Reduced costs
Increased reliability
AGILE METRICS
o Metrics help Agile teams track their performance and identify areas for improvement.
o Key Agile Metrics:
Velocity: The amount of work a team completes in a Sprint.
Burndown Chart: Visualizes the remaining work in a Sprint.
Burnup Chart: Visualizes the total work completed over time.
Cycle Time: The time it takes for a task to move from "In Progress" to
"Done".
Lead Time: The time it takes for a feature to go from "Requested" to
"Delivered".
o Using Metrics:
Track metrics consistently over time.
Use metrics to identify trends and patterns.
Don't use metrics to punish or compare teams.
Focus on using metrics to improve the process.
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DAY 3:
AGILE IN PRACTICE &
ORGANIZATIONAL ADOPTION
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SESSION 8: AGILE IN LARGE
ORGANIZATIONS & SCALING (2 HOURS)
This session explores the complexities of applying Agile principles in large organizations. It
introduces various scaling frameworks and addresses the challenges and best practices for successful
Agile adoption at scale.
AGILE IN LARGE
o It organizes Agile teams into Agile Release Trains (ARTs) that deliver value in
Program Increments (PIs).
o SAFe provides guidance for roles, events, and artefacts at the team, program, large
solution, and portfolio levels.
Agile Release Train (ART): A team of Agile teams that plans, commits, and
executes together.
Program Increment (PI): A time box during which an ART delivers an
Increment of value.
SAFe Portfolio: Aligns strategy with execution, organizing ARTs around
value streams.
LeSS is a framework for scaling Scrum while staying true to its principles.
o It focuses on scaling "up," not scaling "out," by applying Scrum principles at the
larger scale.
o LeSS consists of LeSS and LeSS Huge.
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LeSS: For 2-8 teams.
LeSS Huge: For organizations with more than 8 teams.
NEXUS
o It is built upon Scrum and introduces the Nexus Integration Team to coordinate the
work of multiple Scrum Teams.
o Nexus focuses on minimizing dependencies and integration issues between teams.
Start small and iterate: Begin with a pilot program and gradually expand Agile adoption.
Focus on value streams: Organize teams around value streams to deliver customer value
efficiently.
Empower teams: Give teams autonomy and ownership to make decisions.
Foster collaboration: Promote communication and collaboration across teams and
departments.
Invest in training and coaching: Provide adequate training and coaching to support Agile
adoption.
Adapt the framework: Customize the chosen scaling framework to fit the organization's
specific needs.
Continuously improve: Regularly inspect and adapt the scaling approach based on
feedback and results.
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SESSION-WISE RECAP
(REVIEW OF KEY LEARNINGS)
What is Agile?
Agile Manifesto values
Session 1 Agile vs. Waterfall
Agile Mind-set
Embracing change
Session 2 Servant leadership
Agile Planning
User Stories & Epics
Session 3 Agile Estimation
Scrum Framework
Scrum Roles
Session 4 Scrum Events
Scrum Artifacts
Session 5 Definition of Done
Agile Tools
CI/CD
Session 7 Agile Metrics
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REVIEW: CBE SCRUM FRAMEWORK
KAHOOT QUIZ:
END.
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