The document discusses an agenda for agile planning and project management. It covers iterative and incremental development, user stories, estimating effort for stories, and planning iterations. The presentation introduces user stories and templates, discusses adding details as sub-stories or conditions of satisfaction. It also covers estimating story points using planning poker and velocity to calculate how many story points a team can deliver in future iterations.

1. Agile Planning
and Project
Management
Mike Cohn
Agile 2013
August 5, 2013
®
• Founding member of Agile Alliance & Scrum
Alliance
• Founder of Mountain Goat Software
• Doing Scrum since 1995
• Started my career as a programmer
• VP Engineering in 4 companies
Mike Cohn
1
2

2. © Copyright Mountain Goat Software
®
Agenda
• Iterative and
incremental
• User stories
• Estimating
• Planning
© Copyright Mountain Goat Software
®®
• Iterative and
incremental
• User stories
• Estimating
• Planning
Agenda
3
4

3. © Copyright Mountain Goat Software
®
Iterative
• Revisit previously worked-on pieces
© Copyright Mountain Goat Software
®
© Copyright Mountain Goat Software
®
Incremental
• Develop one piece at a time
© Copyright Mountain Goat Software
®
5
6

4. © Copyright Mountain Goat Software
®
Iterative & incremental
• Do some of one part then some of the
next
© Copyright Mountain Goat Software
®
© Copyright Mountain Goat Software
®
Daily
Iteration
Release
Product
Portfolio
Strategy
Team focuses here
Team focuses here
Team focuses here
Six levels of planning
7
8

5. © Copyright Mountain Goat Software
®
Iteration 2Iteration 1 Iteration 3 Iterations 4–7
Cd h … 8
Ts h … 1
Dsg a … 8
Cd h … 6
Ieain PaIeain Pa
Cd h … 6
Dcd … 4
Ts h … 6
Atmt … 8
A release plan
© Copyright Mountain Goat Software
®
Agenda
• Iterative and incremental
• User stories
• Estimating
• Planning
9
10

6. © Copyright Mountain Goat Software
®
A a feun flyr, I
wn o rbo a at
ti
A a ue, I at o
rsre a htl
ro.
A a vcto taee,
I at o e poo
o h htl.
A a ue, I a cne
a rsrain.
o ht I ae ie
boig tis I ae
otn.
© Copyright Mountain Goat Software
®
A template
As a <user type>,
I <want/need/can/etc.>
some goal,
[so that <reason>].
11
12

7. © Copyright Mountain Goat Software
®
Where are the details?
A a ue, I a
cne a
rsrain.
• Does the user get a full or
partial refund?
• Is the refund to her credit
card or is it site credit?
• How far ahead must the
reservation be cancelled?
• Is that the same for all
hotels?
• For all site visitors? Can
frequent travelers cancel
later?
• Is a confirmation provided
to the user? How?
© Copyright Mountain Goat Software
®
Add details as
sub-stories
A a ue, I a
cne a
rsrain.
A a peim ie
mme, I a
cne p o h
ls mnt.
A a nn-peim
mme, I ed o
cne t lat 4
hus n avne.
A a mme, I m
eald a
cnfirain
we I cne.
13
14

8. © Copyright Mountain Goat Software
®
… or as Conditions of Satisfaction
Vrf ht a peim mme
cn cne h ae a
wtot a fe.
Vrf ht a nn-peim
mme s cagd 1% o a
sm-dy cnelto.
Vrf ht n eal
cnfirain s sn.
• Conditions of Satisfaction are essentially tests
• Should come from the product owner
A a ue, I a cne a
rsrain.
© Copyright Mountain Goat Software
®
Time
Legend
Smaller
Larger
Size
Detail
Less More
Ei
Tee
15
16

9. © Copyright Mountain Goat Software
®
A a P Mreig, I a
rve h promne
o hsoia d cmags
s ht I a ietf n
rpa pofitbe oe.
A a P Mreig, I a
slc h tmfae o
ue hn rveig h
promne f at
cmags, o ht …
A a P Mreig, I a
slc wih ye f
cmags (drc mi, T,
eal, rdo, ec.) o
icue hn rveig …
A ei
Eis?
© Copyright Mountain Goat Software
®
A a P Mreig, I at
t e ifrain n
drc miig hn
rveig hsoia
cmags. As a VP Marketing, I want
to see information on TV
ads when reviewing
historical campaigns.
As a VP Marketing, I want
to see information on TV
ads when reviewing
historical campaigns.
A a P Mreig, I at
t e ifrain n
eal as hn rveig
hsoia cmags.
17
18

10. © Copyright Mountain Goat Software
®
Agenda
• Iterative and
incremental
• User stories
• Estimating
• Planning
© Copyright Mountain Goat Software
®®
• Iterative and
incremental
• User stories
• Estimating
• Planning
Agenda
19
20

11. How long to…
• Drive to Seattle
• Read a…ahem…
good book
© Copyright Mountain Goat Software
®
Estimate size; derive
300
kilograms
Size Calculation Duration
Velocity=
20
300÷20=
15 iterations
➞ ➞
21
22

12. © Copyright Mountain Goat Software
®
Two Units For
ESTIMATING
1 2
Ideal
Time
Story
Points
© Copyright Mountain Goat Software
®
Ideal time
• How long a thing will take if:
• it’s all you work on
• no one interrupts you
23
24

13. © Copyright Mountain Goat Software
®
© Copyright Mountain Goat Software
®
Story points
•How long a user story will take to
develop (effort)
•Influenced by
• Complexity
• Uncertainty
• Risk
• Etc.
25
26

14. ® © Copyright Mountain Goat Software
Your time cannot be added to mine
• You can run the trail in 5 minutes
• I can run it in 10 minutes
• We can’t agree on how long it will take to run
• But we can agree the trail is 1 km
27
28

15. © Copyright Mountain Goat Software
®
Planning Poker®
• Each estimator has
cards with valid
estimates
• A product backlog item
is discussed
• Each estimator selects
an estimate
• Cards are turned over
• Discuss differences
(especially outliers)
• Repeat until consensus
® © Copyright Mountain Goat Software
Susan
Vadim
Ann
Chris
29
30

16. © Copyright Mountain Goat Software
®
Agenda
• Iterative and
incremental
• User stories
• Estimating
• Planning
© Copyright Mountain Goat Software
®®
• Iterative and
incremental
• User stories
• Estimating
• Planning
Agenda
31
32

17. © Copyright Mountain Goat Software
®
0
10
20
30
40
50
34 35
40
29
42
38
45
40 39 Average
= 38
StoryPoints
Iterations
Velocity
© Copyright Mountain Goat Software
®
Product Backlog
How much can
be delivered in 5
iterations?
5×38➞
33
34

18. © Copyright Mountain Goat Software
®
Using a confidence interval
0
10
20
30
40
50
34 35
40
29
42
38
45
40 39
StoryPoints
Iterations
© Copyright Mountain Goat Software
®
Calculating a confidence interval
# of
historical
iterations
Iterations to
throw out
from each
each end
0–7 0
8–10 1
11–12 2
13–15 3
16–17 4
18–20 5
21–22 6
23–25 7
26+ 8
35
36

19. © Copyright Mountain Goat Software
®
Ue h oln
vlct rne
cluao t
mutigasfwr
.cm/tos
© Copyright Mountain Goat Software
®
Product
Backlog
Will have
Might have
Won’t have
A better answer:
• How much can
be delivered in 5
iterations?
• Fixed-date
planning
5×34➞5×42➞
37
38

20. © Copyright Mountain Goat Software
®
Fixed-scope projects
• Sum the product backlog
• Estimate velocity as a range
• Divide the size of the product backlog by
the velocity range
120÷15=
JUNE
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
3
10
17
24
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
SUN MON TUE WED THU FRI SAT
JANUARY
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
6
13
20
27
SUN MON TUE WED THU FRI SAT
FEBRUARY
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
1
8
15
22
2
9
16
23
3
10
17
24
SUN MON TUE WED THU FRI SAT
MARCH
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
SUN MON TUE WED THU FRI SAT
APRIL
1
8
15
22
29
2
9
16
23
30
3
10
17
24
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
SUN MON TUE WED THU FRI SAT
MAY
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
SUN MON TUE WED THU FRI SAT
JULY
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
SUN MON TUE WED THU FRI SAT
AUGUST
5
12
19
26
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
SUN MON TUE WED THU FRI SAT
120÷20=
JUNE
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
3
10
17
24
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
SUN MON TUE WED THU FRI SAT
JANUARY
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
6
13
20
27
SUN MON TUE WED THU FRI SAT
FEBRUARY
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
1
8
15
22
2
9
16
23
3
10
17
24
SUN MON TUE WED THU FRI SAT
MARCH
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
SUN MON TUE WED THU FRI SAT
APRIL
1
8
15
22
29
2
9
16
23
30
3
10
17
24
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
SUN MON TUE WED THU FRI SAT
MAY
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
SUN MON TUE WED THU FRI SAT
®
mike@mountaingoatsoftware.com
www.mountaingoatsoftware.com
fb.com/mountaingoatsoftware
linkedin.com/in/mikewcohn
twitter: mikewcohn
(888) 61–AGILE
Mike Cohn
39
40

21. © Copyright Mountain Goat Software
®
Agenda
• Iterative and
incremental
• User stories
• Estimating
• Planning
• Tracking progress
© Copyright Mountain Goat Software
®®
• Iterative and
incremental
• User stories
• Estimating
• Planning
• Tracking progress
Agenda
Bonus Section
41
42

22. © Copyright Mountain Goat Software
®
Three Ways to
Track Progress
3
Task
Boards
2
Sprint
Burndown
1
Release
Burndown
© Copyright Mountain Goat Software
®
A release burndown chart
0
90
180
270
360
0 1 2 3 4 5 6
Iterations
StoryPoints
peitd
vlct f
6
7
43
44

23. © Copyright Mountain Goat Software
®
Mon ThurWedTues FriTasks
8Code the UI
16Code the middle tier
8Test the middle tier
12
4
12
16
8
10
16
7
11 8
Write online help
50
40
30
20
10
0
Mon
Tues
Wed
Thur
Fri
Hours
® © Copyright Mountain Goat Software
Task boards
Soy T D I Poes Dn
A a nvc
ue, I…
8 t
Cd te…
8 hs
Cd te…
8 hs
A a ue,
I…
8 ps
Dsg a…
8 hs
Ts te…
4 hs
Dsg a…
8 hsTs te…
4 hs
Fgr u
hw…
S 8 r
Fgr u
hw…
8 r
45
46

24. ®
mike@mountaingoatsoftware.com
www.mountaingoatsoftware.com
fb.com/mountaingoatsoftware
linkedin.com/in/mikewcohn
twitter: mikewcohn
(888) 61–AGILE
Mike Cohn
47