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Rally - How To Use It
aka “Why absolutely everything you do
with it is wrong”
What is Rally?

• A tool for managing SCRUM
• If you don’t use SCRUM, you’re doing
it wrong.
Some Terms
• Product Backlog
• Features/Stories
• Iterations
• Releases
• Test Plans
• Defects
Project Inception
• Work out a couple of themes for a
project

• State those themes as stories
• Create a backlog for the project
• Put those stories in the backlog
What’s the Backlog for?
• Stories that haven’t yet:
• been defined
• been estimated
• been prioritised
• You should have multiple backlogs
Story Hierarchies
• Stories can have sub-stories
• Sub-stories elaborate and expand the
parent story

• Keep breaking stories up until you hit
the 1-3 day mark

• Keep breaking stories up until
acceptance criteria are small
Make A
Booking
Find A
Room

Pick The
Dates

Pay With
Credit Card

Obtain Card
Details

Charge Credit
Card

Handle
Declined Cards

Enter Guest
Details

Pay With Gift
Voucher

Validate Gift
Voucher Balance

Reduce Gift
Voucher Balance

Pay For
Booking

Record Accounting
Details
Story Estimation
• Guess-timates - “I think this will take
XYZ”

• Rule of 3 - keep guess-timates between
1 to 3 ‘units’

• Units are:
• days, weeks, months, quarters,
years
Task Estimations
• Stories have tasks
• Task are created when stories leave
the backlog - NOT BEFORE!

• Task estimations are “How long will
this take me right now?”

• Tasks do not depend on other stories
• Tasks are in hours - Rule of 3 applies
Projects vs Teams
• Projects have Backlogs
• Projects have Releases
• Projects DO NOT have iterations
• Teams have iterations.
Iteration Planning
• Populate team backlog
• Pull in stories from project backlogs
• Drag “defined” stories to iteration
• Add tasks to stories
• Don’t add too many stories
• Don’t plan more than 2 iterations
ahead
Rally As A Kanban Tool

• See the Task Board
Release Planning
• Plan releases around stories
• Use the highest level story possible
• All sub-stories automatically
included

• Release when stories are done
When in Doubt - Go
Faster, Not Slower
• Use shorter iterations - 1 week?
• Focus on getting the process right
• Use smaller releases - 1 story?
• Keep team backlog short

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Rally - How to use it

  • 1. Rally - How To Use It aka “Why absolutely everything you do with it is wrong”
  • 2. What is Rally? • A tool for managing SCRUM • If you don’t use SCRUM, you’re doing it wrong.
  • 3. Some Terms • Product Backlog • Features/Stories • Iterations • Releases • Test Plans • Defects
  • 4. Project Inception • Work out a couple of themes for a project • State those themes as stories • Create a backlog for the project • Put those stories in the backlog
  • 5. What’s the Backlog for? • Stories that haven’t yet: • been defined • been estimated • been prioritised • You should have multiple backlogs
  • 6. Story Hierarchies • Stories can have sub-stories • Sub-stories elaborate and expand the parent story • Keep breaking stories up until you hit the 1-3 day mark • Keep breaking stories up until acceptance criteria are small
  • 7. Make A Booking Find A Room Pick The Dates Pay With Credit Card Obtain Card Details Charge Credit Card Handle Declined Cards Enter Guest Details Pay With Gift Voucher Validate Gift Voucher Balance Reduce Gift Voucher Balance Pay For Booking Record Accounting Details
  • 8. Story Estimation • Guess-timates - “I think this will take XYZ” • Rule of 3 - keep guess-timates between 1 to 3 ‘units’ • Units are: • days, weeks, months, quarters, years
  • 9. Task Estimations • Stories have tasks • Task are created when stories leave the backlog - NOT BEFORE! • Task estimations are “How long will this take me right now?” • Tasks do not depend on other stories • Tasks are in hours - Rule of 3 applies
  • 10. Projects vs Teams • Projects have Backlogs • Projects have Releases • Projects DO NOT have iterations • Teams have iterations.
  • 11. Iteration Planning • Populate team backlog • Pull in stories from project backlogs • Drag “defined” stories to iteration • Add tasks to stories • Don’t add too many stories • Don’t plan more than 2 iterations ahead
  • 12. Rally As A Kanban Tool • See the Task Board
  • 13. Release Planning • Plan releases around stories • Use the highest level story possible • All sub-stories automatically included • Release when stories are done
  • 14. When in Doubt - Go Faster, Not Slower • Use shorter iterations - 1 week? • Focus on getting the process right • Use smaller releases - 1 story? • Keep team backlog short