Agile Estimation & Planning Workshop Course Outline


One Day Workshop 


1. Recap –  Agile & Scrum approach to project development 

  • Scrum overview 

2. Agile Planning and Estimating Principles

  • Agile Planning  – Value Driven Planning Flow
  • Understand Multi-level planning in Agile
  • Estimation Flow
  • Agile Estimation vs. Traditional
  • The Cone of Uncertainty
  • Value- Based Decomposition
  • The Agile Lifecycle 

3. Product Backlog, Release Backlog and User Stories

  • Requirement Lifecycle in Scrum
  • Understanding what can go in Product and Release Backlog 
  • Themes, Epics, Features and User Stories
  • What is Product Backlog Refinement and who all participate?
  • Implementing DOR and DOD concepts 
  • When to Split User Stories
  • User Story splitting techniques
  • Case Study of writing Themes, Epics and Features
  • Exercise on writing Release level DOR and DODs 

4. Agile Estimation Techniques

  • Methods for Deriving an Estimate
  • Common Sizing Units – Ideal days and Story points
  • Why Story Points?
  • Affinity Estimating – how triangulation can help estimates improve over time.
  • Story Points – Fibonacci Scale
  • Planning Poker for Story Sizing
  • The Complexity Bucket Method
  • T-shirt Sizing
  • White Elephant Sizing

5. Understanding Velocity and Capacity

  • What is Velocity? – Understanding Velocity
  • Velocity and Points
  • Measuring Velocity
  • How Velocity Helps with Planning
  • Estimating Initial Velocity
  • Capacity Planning
  • Iteration Capacity Map

6. Building a Release Plan

  • What is Release Planning?
  • Building a Release Plan
  • Sample Iteration and Release Plan
  • How to fix Iteration duration
  • Fixed Time…Fixed Scope
  • Steps for Planning Fixed Scope
  • Buffered Planning
  • Planning for Additional Iterations
  • Release Planning Exercise using Planning Poker techniques
  • Case Study and Discussion – Parameters affecting velocity when team size changes, how to Communicate what’s possible when stakeholders request estimates for fixed dates, scope & cost 

7. Building Agile Schedule 

  • Iteration (Sprint) Planning
  • Tracking and Communicating 

8. Multi Team Planning 

  • Multi-Team Planning – Getting  consensus between teams about the common value of a unit of estimation and how to create a common baseline

9. Conclusion