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AGILE PROJECT

MANAGEMENT GUIDE 2.0


SCRUM / KANBAN
EXTREME PROGRAMMING

© IAPM International Association of Project Managers


IAPM
INTERNATIONAL ASSOCIATION
OF PROJECT MANAGERS
In 1997 the IAPM was still a fledgling The Project Manager of the Year Award
association. It started out as a loosely is very special to the IAPM because
structured international network for it pays tribute to IAPM Senior Project
project managers who shared the ob- Managers for their outstanding achieve-
jectives of promoting and modernising ments in project management.
project management and providing
young project managers with the tools The Book of the Year award honours
to work effectively and successfully. books on the subject of project manage-
Since this time, the IAPM has held ment that are published in both German
annual International Project Manager and English. These books may com-
Meetings (IPMM). Back in 1998 the municate experience and knowledge
IAPM published the precursor to the in an innovative way, be (auto)biographi-
PM Guide 2.0, the IAPM By-laws of cal works or textbooks providing an
Project Management. These by-laws introduction to the subject of project
were completely revised and adapted management.
to modern requirements and real-life
project management scenarios in the The IAPM is an independent certification
PM Guide 2.0, which was published in body which examines the knowledge
2010. In the same year, the IAPM was and competence of the certification can-
completely relaunched. The Scrum didates with a comprehensive, fair and
Guide 1.0, this Agile PM Guide 2.0’s neutral online examination system. The
precursor, was published in March certification system is therefore tailored
2011. to the challenging world of project ma-
nagement in the 21st century.
In 2012 the IAPM introduced two
awards, the Project Manager of the
Year Award and the Book of the Year
Award.

© IAPM International Association of Project Managers © IAPM International Association of Project Managers 3
PROJEKTATLAS AGILES PM CONTENT
03 The IAPM 34 Sprint retrospective

04 Agile project atlas 35 Team building phases

06 Introduction 39 Motivation
Customer order
40 Conflict management
Project environment 08 Part 1 - Scrum

09 Scrum roles 42 Part 3 - Other agile methods

11 Responsibilities 43 Kanban

12 Product vision 44 Kanban in IT projects


Product backlog Project environment (PESTEL) Value chain
13 45

14 Stakeholders 48 Scrum vs. Kanban


Stakeholders
16 Product backlog 50 Extreme Programming

18 User stories 50 Values

20 Agile estimation 51 Principles


Product vision
21 Sprint backlog 53 Practices

22 Sprinting 56 Scrum vs. Extreme Programming

23 Sprint burndown chart 57 Scrum and Extreme Programming

24 Velocity

Sprint planning 25 Definition of done 58 Part 4 - The IAPM-certified agile


Daily scrum project manager
25 Product increment
59 Introduction
26 Release planning
Sprint 60 The certifications
27 Release burndown chart
Scrum events 61 Procedure

62 Test and examination


28 Part 2 - People in agile projects
Sprint retrospective
29 Soft factors
64 Affidavit
30 Meetings

31 Preparing for a sprint


66 Imprint
32 Sprint planning

33 Daily scrum
Sprint review

4 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 5
INTRODUCTION
WHAT IS AGILE PROJECT MANAGEMENT? THE FOUR PARTS OF THE AGILE PM GUIDE 2.0

Agile project management is a generic of Scrum which are used to create a This Guide will help you to make targeted use of your agile project
term for various approaches that are ‘done’ product increment. The product management knowledge.
founded in empirical process control. increment is sent to the customer or the
Agile methods are often used when the customer’s authorised representative at
process to achieving a specific project the end of the sprint for qualified feed-
deliverable, such as a software program, back. This feedback makes it possible
PART 1:
is difficult or impossible to plan at the out- to correct expensive mistakes at an early
AGILE PROJECT MANAGEMENT - SCRUM
set of the project. They also make it pos- stage of the project, thereby preventing
What are the rules in the Scrum framework?
sible for the customer to change or adapt wasted time and escalating costs. Agile
What are roles and artefacts in Scrum?
the requirements of the final product methods are perfect for projects with vague
during the project lifecycle. technical implementation objectives and
There are many agile methods, such as incompletely formulated customer speci- PART 2:
Scrum, Kanban, Extreme Programming, fications. PEOPLE IN PROJECTS - SOFT FACTORS
MVP, Feature Driven Development, Test That’s why it’s often impossible to predict
Meetings, teams, motivation and conflicts –
Driven Development and Crystal Clear, with any certainty how long it will take
people as key factors in an agile environment.
though Scrum is the method in the most to develop the finished product or what
widespread use around the world. It pro- exactly the cost will be at the outset of an
vides a framework offering the project agile project. Although this is a concern PART 3:
team maximum flexibility in developing to some organisations when they first roll OTHER AGILE METHODS
an optimum product within a defined out Scrum, it is still possible to estimate
Scrum or Kanban? Or maybe Extreme Programming?
timeframe and budget. in a Scrum project and this guide sets
out suitable methods and approaches for
Scrum dispenses with the very compre- doing that.
hensive and detailed planning docu- PART 4:
ments that are used in traditional project It also explains the Kanban agile project THE IAPM-CERTIFIED AGILE PROJECT MANAGER
management. Instead, at the beginning management method and the Extreme How to obtain certification of your agile project management
of the project, the requirements that the Programming software development me- competence and enhance your market value.
product has to meet are set out in a thodology.
one-dimensional, prioritised list called the
product backlog for incremental imple-
mentation in brief development iterations Good luck with your projects
called sprints. Sprints are a core element and be a great team player!

6 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 7
SCRUM ROLES

SCRUM ROLES
PART 1 THE THREE MAIN ROLES

Scrum differs from traditional project The cross-functional and self-organising

AGILE
management in that there is no project Development Team works autonomously
manager and the team members have and makes its own decisions in the
one of three roles. product development process. The Scrum
Master is team coach and facilitator, with
Those three roles are Product Owner, responsibility for optimising the team’s
Development Team or Scrum Master. work environment, eliminating organisati-

PROJECT
Collectively, they are the Scrum team. onal impediments and shielding the team
The Product Owner is the customer or the from interruptions during a sprint.
customer’s authorised representative in
the project. He conveys the customer
vision to the Scrum team and is respon-
sible for ROI.

MANAGE- 1 PRODUCT OWNER

MENT -
• Responsible for maximising the product’s return on investment (ROI)
• Develops the product vision
• Represents the customer and users
• Responsible for expressing the product backlog items
• Responsible for stakeholder management

SCRUM
• Is ideally available to the Development Team during the sprint to answer
any questions
• Responsible for accepting product increments (sprint results)
• Authority to decide whether to continue or terminate the project

8 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 9
SCRUM ROLES RESPONSIBILITIES

2 DEVELOPMENT TEAM RESPONSIBILITIES IN SCRUM PROJECTS


• Self-organising Item Product Owner Development Team Scrum Master
• Collectively responsible for development increments
Product Vision
• Cross-functional (with all of the skills as a team necessary to complete a
product increment)
Product Backlog support
• Negotiates with the Product Owner on the scope of sprints
• Responsible for deciding how to perform the tasks in a sprint Sprint Backlog support
• Should ideally be composed of 7 +/-2 members
Sprint Burndown Chart support

Release Burndown Chart support


3 SCRUM MASTER
Product Increment
• Responsible for ensuring that the Scrum Team understands and enacts Scrum
Release Planning support
• Supports the Development Team’s self-organisation
• Ensures that the Scrum rules are observed by the Scrum Team
• Resolves impediments and shields the team from interruptions during a sprint
• Is a facilitator, which involves preserving the integrity and spirit of the Scrum
framework and making improvements when necessary
ATTENDANCE OF SCRUM MEETINGS
• Monitors the Development Team’s performance
Meetings Product Owner Development Team Scrum Master
• Liaises with the project’s organisational stakeholders
• Has no authority over the Development Team Sprint Planning Meeting

Daily Scrum should attend

ROLE ASSIGNMENT IN LARGE-SCALE SCRUM PROJECTS - Sprint Review


SCRUM OF SCRUMS
Sprint Retrospective

In large-scale Scrum projects, it is possible and sometimes necessary to have several Backlog Grooming* should attend
Development Teams working concurrently. In this case, the Scrum Master can be servant
leader to several Development Teams at once. This isn’t the case with the Product Owner *Backlog Grooming isn’t an official Scrum meeting,
role, however, because a dedicated Product Owner is assigned to each Development but it can help to increase team productivity
Team. In this constellation, it is important to assign a Chief Product Owner who has overall
responsibility and final decision making authority.

10 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 11
PRODUCT VISION PROJEKTUMFELD (POSTUR)

PRODUCT VISION Analysing and managing the environment and the stakeholders are important
aspects of planning and implementing any agile project.

THE DEVELOPMENT COMPASS


PROJECT ENVIRONMENT
The product vision is the compass for the The following questions have to be
development of the new product. The answered:
Projects aren’t implemented in a vacuum. S
timeframe or horizon extends far beyond
They are implemented within legal/con-
the scrum project’s close-out date and • Which target group has to be
tractual frameworks and subject to con-
encompasses the entire product lifecy- addressed? Sociology - sociological framework
straints on human/technical resources
cle. The objective is to formulate the desi- • What need does the customer/ Is the project subject to ethical or moral
etc. The timely identification of important
red commercial success as a vision and user have, or what benefit is being constraints? Do you have to take the sen-
issues so that they can be taken into ac-
as objectives, and to consider how it can provided? timents or emotions of people affected by
count enables the project manager ensu-
be achieved. the project into account?
• What is the product? What exactly re that the project is a success. What kind
does it offer? of an environment does the project have?
This is the responsibility of the product ow-
ner. • What USPs does the application or What things have to be paid attention to
in the following areas? T
product have compared with compe-
It’s always a good idea to involve custo- titor products?
mers and users in the vision development • How is the business model structu- Technology - technological framework
process. The product owner achieves red? How will it generate income? Do technical innovations have to be inte-
consensus between the project stakehol- P grated in the project? Are the technologies
ders on the project objective and esta- tried and tested? Do trade mark rights or
blishes the framework for marketing the licenses have to be taken into account?
Politics - political framework
product and for its commercial success. Which “powerhouses” have to be taken
into consideration? Are there conflicts of
interests? E

Environment - ecological framework


E Does the project pollute the environment?
UNIQUE SELLING PROPOSITION CUSTOMER NEED
Do environmental regulations or restric-
Economics - economic framework tions have to be taken into consideration?
Are there economic constraints? Impor-
tant economic interests? Competitors? Do
TARGET GROUP PRODUCT VISION seasonal or cyclical fluctuations have to
be taken into account? L

Law - legal framework


What is the legal framework? Which laws
BUSINESS MODEL DESCRIPTION
and regulations apply to the project?

12 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 13
STAKEHOLDERS PROJECT ENVIRONMENT & STAKEHOLDERS

STAKEHOLDERS
Stakeholders are affected by or have in- From the product owner’s perspective:
fluence over a project. They can be either customer, project sponsor, users, deve-
positively or negatively disposed towards lopers, sales and marketing personnel,
it. That’s why it is important to analyse suppliers etc.
the project stakeholders. The better you
know them, the better you can anticipate From the scrum master’s perspective:
their reactions. The stakeholder strategy All persons or departments/units that are
addresses project stakeholders and gets involved in the project, in the business
them involved in designing the planned environment, company executives, deve-
product. Both scrum masters and pro- lopment team managers, line organisati-
duct owners should consider their stake- on, HR department, procurement team,
holders. Who are the stakeholders from works council etc.
a product owner’s and a scrum master’s
perspective?

STAKEHOLDER AND PROJECT


The following steps have to be performed: ENVIRONMENT MANAGEMENT
1. Analyse the stakeholders or stakeholder groups to determine their influence and how
they are affected by the project.
There are various options available to Scrum master options
2. Develop a strategy on how to deal with the stakeholders in the project (provision of the product owner and scrum master Networking in the organisation, personal
information on a portal or in a newsletter, build a core team, face-to-face contact, invi- for project environment and stakeholder contact with key individuals in the orga-
tations to sprint reviews). management. They include, for example nisation, establishment of a workgroup to
(depending on project size): roll out Scrum in the organisation, creati-
on of an information portal, consultation
Stakeholder analysis chart Product owner options with executive managers about necessa-
Attendance of sprint planning meetings ry actions.
DEGREE AFFECTED and sprint reviews, establishment of an
high external workgroup, continuous informa-
The chart indicates how tion via newsletter, creation of a project
the stakeholders should portal.
be involved in the project
III I organisation and stake-
holder communication.
IV II

low
low high
INFLUENCE
14 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 15
SCRUM TOOLS

The product backlog

PRODUCT BACKLOG • Is the Product Owner’s responsibility.


• Contains a list of features and functions required to complete the product.
REQUIREMENTS LIST • Mainly consists of user stories.
• Contains user stories that are estimated and prioritised in terms of
importance (business value contribution).
The product backlog is created at the Further down the product backlog are • User stories with the highest priority are dealt with in the next sprint.
outset of the project. It is an ordered list more stories of different sizes. There will • The product backlog is regularly updated by the Product Owner during
of everything that might be needed in the be other user stories, epics (large user the project.
product and the Product Owner is res- stories) and themes (a collection of related • It is a dynamic and central aspect of agile adaptation.
ponsible for it. user stories). • The product backlog must be DEEP (Detailed Appropriately, Estimated,
Emergent, Prioritised).
The product backlog is a one-dimensional, As soon as epics and themes move up to
prioritised list of user stories. the top of the product backlog, they have
User stories are short descriptions of to be split into multiple smaller stories so
product features from the user’s pers- that the team can work on them.
pective that are written by the Product
Owner. They don’t make any reference When the Development Team commits to
to how the features are to be technically a user story it is taken out of the product
implemented - this comes later in the
sprint backlog.
backlog and the other stories move up a
place.
PRODUCT BACKLOG ILLUSTRATION
As soon as the first product backlog So the product backlog is dynamic.
has been created, the user stories are Product backlogs can also change due
organised in order of priority. The user to other developments such as new user
1 User stories are prioritised from top to bottom.
story at the top of the product backlog stories being created on the basis of
is the one that the Product Owner wants previous increments, or priority shifts as
implemented first. The main criterion for a result of changing parameters, or the 2
prioritisation is generally the business removal of user stories that have been
value generated for the user. identified as irrelevant from the product 3
backlog.
During a sprint, the Development Team Epics: very large user stories
4
commits to completing a specific number
of user stories from the top of the product

PRIORITISATION
backlog to produce a product increment.
5B
This is only possible if the user stories 5A
5D Themes: a collection of related user stories
at the top of the product backlog are
5C 5E
designed for implementation in brief
sprint iterations.
User stories further down the product backlog
... are often more comprehensive.

SCOPE AND GRANULARITY OF ENTRIES


16 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 17
SCRUM TOOLS

USER STORIES USER STORY NAME


ITEMS IN THE PRODUCT BACKLOG
AS (ROLE)
The customer or user’s perspective of It is also important to remember the three I WANT (FUNCTION)
the product is an important criterion in Cs – Card, Conversation and Confirmation
the creation and updating of the product – when including user stories in the pro- TO DELIVER (BUSINESS VALUE)
backlog. User stories give users the duct backlog.
opportunity to communicate what they
want in their own words. Card – User stories are written on cards. SIZE PRIORITY
That’s why the backlog items are always The card contains notes on priority, work (WORK EFFORT)
created in user story format. In the early effort, acceptance criteria and estimated
days of Scrum, technical implementation work effort of implementation.
details were also included in the product
backlog, though this is not the norm Conversation – The Product Owner and the
today. Technical aspects and implemen- Development Team discuss the user story
tation issues are included in the sprint in detail so that everyone understands
backlog (see page 21). the goal.
GROOMING THE PRODUCT BACKLOG
A user story has three parts: a ‘role’, a ‘goal Confirmation – Acceptance criteria are de-
or desire’ and a ‘benefit’ (i.e. the business fined for the Product Owner’s acceptance The product backlog should be reviewed Ready, i.e. user stories that are imme-
value delivered from the user’s viewpoint). tests confirming implementation of the and evaluated, i.e. ‘groomed’ at regular diately actionable. Product backlog items
This ensures that all project participants user story in the product increment. intervals. Grooming involves going through that are ready meet the three Cs and
- customer, user and other stakeholders the stories in the backlog to check whe- the INVEST criteria, and are small and
- can express what they would like to see ther they are still relevant and whether detailed enough to be implemented in
in the product without technical expertise they still reflect stakeholder interests. tasks. So ‘ready’ stories can be included in
or being able to express themselves in This takes place at the backlog grooming the sprint planning process and assigned
technical terms. meeting. to sprints.

To ensure that a user story is implemen- It’s always important to have an adequate
table, it should satisfy the INVEST criteria: number of user stories with a Definition of

Independent
Negotiable
Valuable
Estimable
Short
Testable

18 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 19
SCRUM TOOLS

AGILE ESTIMATION SPRINT BACKLOG


ESTIMATING WORK EFFORT WHAT ARE WE DOING NEXT?
Estimating the work effort necessary to At the beginning of each sprint, the team
implement user stories in the product Agile estimation selects the items in the product backlog The sprint backlog...
backlog is a crucial aspect of agile project that have to be processed into a deliverable
planning. It gives the Scrum team an idea • The team uses a method such as (= tested & presentable) product in that • is the list of items to be completed in
of the total scope of work over the course ‘planning poker’ to do the estimate. sprint. This takes place at the sprint plan- the current sprint.
of the project. • Every item in the product backlog ning meeting, which is attended by the • describes the tasks to be implemented
is estimated. Product Owner, the Scrum Master and (e.g. design, architecture, programming,
No specific estimates, such as work effort the Development Team. The Development testing and refactoring).
• The team starts off with the item that
in terms of working hours, are made. The Team decides how many items will be
is expected to require the least work. • is the responsibility of the Product
objective of backlog estimating is to look processed in the next sprint based on the
• Then all other items are compared Owner and the Development Team,
at the backlog items in relation to one velocity (the number of user stories com-
with the first item. and prepared at the sprint planning
another. Product backlog estimates make pleted) of the previous sprint.
meeting.
it easier to adapt release plans to chan- • Story points are awarded to rate the
ges that affect velocity (see page 24), and relative work effort. It has proven useful to have a task board • is displayed in the development
to assess the impacts of these changes. positioned in the development area where area where everyone can see it.
• It’s a good idea to award points in
everyone can see it showing the sprint The sprint backlog is updated
a Fibonacci-like format. The first two
backlog. The user stories are listed in before each daily scrum meeting
numbers in the Fibonacci sequence
order of priority in the left-hand column. (daily stand-up meeting).
are 0 and 1, and each subsequent
number is the sum of the previous The column to the right of the user stories
two (1,2,3,5,8,13,21,34). Items at the contains a to-do list of tasks associated
top end of the sequence are epics with each user story in the product in-
and will have to be split into multiple crement. These tasks are defined by the
user stories. Development Team in the sprint planning
meeting. The next column lists work in
• Another method is to compare user
progress, and the last one lists tasks that
stories to dress sizes, i.e. XXS, XS, S, M,
have been done. This ensures that every-
L, XL and XXL. Items at the bottom end
one can see the current status of all the
of the scale are epics and will have to
tasks. If the Development Team is distri-
be split into multiple user stories.
buted across different locations, it’s a
good idea to use a software-based sprint
backlog.

20 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 21
SCRUM TOOLS

SPRINTING SPRINT BURNDOWN CHART


SPRINT TRACKING TOOL

Sprints are the basic units of development choice for complex development projects The sprint burndown chart shows which the tasks, the number of tasks in the next
in an agile project. During each sprint, because corrective action can be taken tasks still have to be done and the Deve- sprint is reduced. Vice-versa, if there is
the team creates finished portions of the faster if project veers off course. The lopment Team’s progress in the sprint. time left over at the end of the sprint, the
product. A sprint is a ‘timeboxed‘ effort, sprint backlog is updated daily during the Each workday the estimated work effort number of tasks is increased.
i.e. it is restricted to a specific duration, sprint. Both the sprint backlog and the required to perform the remaining tasks is
which can vary between two and a maxi- sprint burndown charts are positioned in entered in the chart and checked against A sprint burnup chart is another alterna-
mum of four weeks. If possible, the sprint the work area so that all members of the the pre-plotted ideal burndown line. If the tive. This is an upward trending chart
duration should not be changed during team can see them and keep up to date team doesn’t have enough working hours comparing the amount of work completed
the project. Short sprints are a better on the precise status of the sprint. remaining in the sprint to complete all against the total amount of work.

DAILY
SCRUM 24 HOURS
MEETING

2-4 WEEKS Ideal burndown

ESTIMATED HOURS OF WORK


Actual burndown

PRODUCT SPRINT POTENTIALLY FOR REMAINING TASKS


BACKLOG BACKLOG DELIVERABLE
PRODUCT
INCREMENT

1 10
SPRINT DAYS

22 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 23
SCRUM TOOLS

VELOCITY DEFINITION OF DONE


THE AMOUNT OF WORK DONE IN A SPRINT One important thing about a sprint is that • The product increment has been
it is generally only successful if all user tested.
Velocity measures the number of story stories are completed in the iteration for • Guidelines and standards have
points completed by a team in a sprint. As- presentation at the sprint review. There been complied with.
suming that team composition and sprint are strict requirements to be met in the
length remain unchanged, there will be sprint before the ‘Definition of Done’ (DoD)
Only user stories that are 100% done are
a new and valid velocity value after every applies.
included in the product increment’s sprint
sprint. The average velocity value is used
review meeting.
to substantiate the release plan with the ‘Definition of Done‘ is a list of activities or
Tasks that aren’t done or are not done pro-
help of a release burndown chart. Velocity criteria that have to be performed or met
perly won’t be accepted by the Product
is always dependent on several factors, so that the user stories in any one itera-
Owner in the sprint review and are returned
such as the project, tasks and the Deve- tion can be defined as ‘done’. The list is
to the product backlog to be redone in the
lopment Team, so the velocity values for created by the Development Team and
next sprint. This additional development
one project won’t necessarily apply in the Product Owner, and the content of
work is referred to in agile project manage-
another project. the list always adds value to the product.
ment as ‘technical debt‘.
Examples of DoD are:
Growth in technical debt with each new
product increment increases the product’s
• The acceptance criteria for the
complexity and reduces velocity.
completed user stories are met.
• The release documentation is ready.

PRODUCT INCREMENT
The goal of every sprint is to deliver a tes- the Development Team. The product in-
ted, usable and sometimes even a market- crement is the deliverable when all the
able product increment that is accepted product backlog items in a sprint have
in the sprint review by the Product Owner been implemented, and the final product
and can possibly also be inspected by the is the sum of all product increments.
stakeholders attending the meeting with

24 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 25
RELEASE PLANNING

RELEASE PLANNING RELEASE BURNDOWN


BASED ON THE PRODUCT BACKLOG CHART
RELEASE FORECASTING
At the beginning of agile projects, plan- Release planning for all estimated items
ning is often only possible to a limited in the product backlog is possible as soon
extent. as the Development Team’s velocity is The release burndown chart can be used Sometimes the release date has to be
known. If a team has only just been for- to ascertain the date of a release as soon brought forward or postponed due to
• The product backlog includes many med or it is the organisation’s first agile as the Development Team’s velocity is changes in the product backlog or velo-
items that are subjective and have to project, release planning isn’t possible known or can be estimated and the total city over the course of the project.
be adapted over time. until the project is underway. number of items in the product backlog
for the release is stable.
• During the project, new items will be
An ideal burndown line can be plotted
added and existing items that have Release burndown chart
for the story points to be completed in a
become obsolete will be deleted.
release and the velocity (number of story
• The velocity at which the Development points expected to be completed in the • The chart is created on the basis
Team can complete user stories is sprint) showing the projected release date of the user story estimates made
not known at the outset of the project as the point of intersection between the at the outset of the project.
and can only be estimated. ideal line and the x axis. • Y axis: The total work to be
completed in story points (total of
all points for release-relevant user
stories in the product backlog).
• X axis: Number of sprints.

Ideal burndown from sprint to sprint

TOTAL REMAINING STORY


POINTS IN THE PRODUCT

Planned release
BACKLOG

SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRINT 5 ...


26 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 27
SOFT FACTORS
PART 2 Agile projects that use the Scrum method
involve many different meetings, all of
which have fixed structures.

PEOPLE
The structures and content of these
meetings are explained below. Then, the
relevance of soft factors to the effective
implementation and conclusion of team
activities is described.

IN AGILE
PROJECTS

28 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 29
MEETINGS

MEETINGS PREPARING FOR A SPRINT


IN AGILE PROEJCTS (SCRUM) BACKLOG GROOMING OR BACKLOG
REFINEMENT MEETING

Meetings in Scrum projects take place affected by those issues. Strict rules apply When the team is preparing for the next The backlog grooming meeting agenda
in a fixed sequence. They are also time at all meetings. Participants are expected sprint, it decides which of the items in could include the following items:
boxed, which makes them considerably to arrive punctually and comply with the the product backlog will be included
more effective. Time boxed means that all code of conduct during the meeting (e.g. in the sprint and what they require for • Sorting and prioritisation of
meetings have a specific fixed duration switch off mobile phones and focus on the their technical implementation. These pre- product backlog entries
and stop at the end of the timeframe. topics being discussed). parations are generally done in the sprint • Deletion of obsolete product
If issues arise during a meeting that re- planning meeting. backlog entries
quire further discussion, an extrameeting
• Addition of new product backlog
is scheduled and attended by the people When the user stories are complex or the
entries
product backlog includes epics, it can be
a good idea to hold an additional backlog • Detailed description of product
grooming meeting to review and update backlog entries
TIME BOXED AND EFFICIENT SCRUM MEETINGS • Grouping product backlog entries
the priorities in the product backlog, to
Meetings Max. duration Frequency divide up the product backlog items for the • Estimating product backlog entries
next sprint, if necessary, and to discuss
Sprint Planning Meeting 2h for each weekly sprint Once before the sprint • Release planning
them in detail. After the backlog grooming
meeting, the Development Team can then
Daily Scrum 15 min. Daily during the sprint
focus on which user stories to include as
Sprint Review 1h for each weekly sprint Once after every sprint tasks in the next sprint at the sprint plan-
ning meeting.
Once after each sprint
Sprint Retrospective 3 hours
review

The backlog grooming meeting isn’t an


official Scrum meeting so it isn’t time
boxed.

30 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 31
MEETINGS

SPRINT PLANNING DAILY SCRUM


THE 15-MINUTE STAND-UP MEETING
The Development Team focuses on two
parameters when deciding how many user Sprint planning meeting
stories to select for implementation in the The daily scrum is a meeting that takes
sprint at the sprint planning meeting: • Participants: Product Owner, place every day during the sprint where • Duration: 15 minutes, standing up
possibly customer or user the Development Team members can • Participants: Development Team
The first is the net working hours available representative, Scrum Master, summarise their work progress. and Scrum Master
to the Development Team and the second Development Team
Agenda • Ideally, the daily scrum meetings
is the estimated number of hours required • Duration: max. 8 hours for should be held in the morning.
to complete the tasks in the user stories. a 4-week sprint
During the daily scrum, each team member Attendance is mandatory and all
• Facilitator: Scrum Master answers the following three questions: Development Team members are
The number of hours for each should be
• Responsible for goals: expected to be punctual.
more or less identical if the team is to have
Product Owner 1. What did you do yesterday? • Output: information from all
a realistic chance of completing the tasks in
• product backlog items for 2. What will you do today? Development Team members
the sprint on time.
the next sprint 3. Are there any impediments in about the current status of their
your way? work and any impediments
In longer term projects, experience values
they are experiencing.
and velocity can be used as the basis for
selecting the user stories for each sprint. Any impediments that are raised at the
daily scrum meeting have to be resolved as
The Product Owner ultimately decides quickly as possible by the Scrum Master.
which user stories are selected for each Sometimes he will create an impediment
sprint. backlog to document the impediments
and their elimination.
At the end of the sprint planning meeting,
the Development Team commits to pro-
cessing the agreed number of user stories
and delivering the product increment.

32 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 33
MEETINGS SOFT SKILLS AND APPLICATION MODELS

SPRINT RETROSPECTIVE TEAM


BUILDING
The sprint retrospective meeting is an Here is a possible sprint retrospective agenda
opportunity for the Development Team to
improve productivity and processes in the • Participants‘ acceptance of the agenda
sprint. It is held after the sprint review. (hand vote). The GRPI model is a process model that
At the sprint retrospective, the team consi- improves overall team development effi-
• Create a timeline for the previous sprint
ders how impediment-free the processes ciency and team management.
with post-it stickers.
were and what can be improved in future The success of an agile project depends
• Mark specific items on the timeline with to a great extent on the participants’ soft
sprints.
positive and delta cards. skills and the soft factors in the project.
• Discuss the results of the marked items. With the GRPI model, they can be used
• Identify necessary changes and improve- in a targeted way.
ments, or impediments to be eliminated
• Participants: Scrum Master • G - Goals (definition and
in the next sprint (infrastructure, external
and Development Team communication of goals)
interference, improvements in the
• Facilitator: Scrum Master Development Team etc.) • R - Roles (assignment and
• Duration: max. 3 hours • Specification of action items, people description of roles)
• Output: review of the results of responsible and completion deadlines. • P - Processes (what processes
the previous sprint and information are taking place)
about ‘how the sprint has gone’ • I - Interpersonal (state of inter-
and ‘where improvements can personal relationships)
be made’.

34 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 35
SOFT FACTORS AND APPLICATION MODELS

GOALS INTERPERSONAL
GOAL DEVELOPMENT RELATIONSHIPS
Goals have to be defined and communi- cipants don‘t all know what the plans Interpersonal relationships are characte- identify problems and, if necessary, guide
cated. As soon as the product vision has are or the plans aren‘t communicated rised by reciprocal communication, mutual the team through each of the phases.
been developed and the first version of the properly. That’s why both the scrum understanding and empathy. The sender- Agile teams are cross-functional, which
product backlog is ready, all the project master and the Product Owner have to receiver principle in communications means their members represent all the
goals and objectives should be com- do everything possible in their roles to theory tells us that all communications key technical competences necessary to
municated to the Development Team, ensure that the whole Development Team comprise messages being sent and recei- bring the project to a successful conclu-
environ-ment and stakeholders. Projects is working towards the same goal. ved. This model also proposes that it is sion.
often veer off course because their parti- impossible not to communicate because
breaking off communication or refusing to The original Development Team members
communicate also sends out a signal. should, if possible, remain in place through-
out the project and replacements should

ROLES
The following responsibilities apply when be avoided. This is the key to a performing
communicating information: team that works at maximum velocity (see
Part 1 of the Agile Guide).
ROLE ASSIGNMENT a) Sender’s responsibilities: ensure that the The Scrum Master is a facilitator, while
message has been properly received - by the Product Owner manages the stake-
Roles are assigned and the content and assume. If they cannot agree, the Scrum asking the recipient. Repeat if necessary. holders. If the agile project is a large-scale
responsibilities of each role are explained Master makes the decision. b) Recipient’s responsibilities: ensure that project, different Development Teams can
to the team members. In an agile project, The Product Owner liaises with stake- everything has been correctly understood. be created, each headed by a different
the Development Team members decide holders and markets the product after Either repeat the message in own words Product Owner, with each of these Product
among themselves which roles they will the project. or ask the sender what is meant to ensure Owners reporting to a Chief Product Owner.
that everything is understood.

A Scrum Master has to be able to recog-

PROCESSES
nise the phases that the Development
Team goes through until it starts perfor-
ming effectively. He also has to be able to
PROCESS DEFINITION
It’s important to identify and define pro- This only works if processes are collectively
cesses inherent to the Scrum framework. agreed and communicated (see above).
The agreed processes have to be adhered
to so that the process model works.

36 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 37
SOFT FACTORS AND APPLICATION MODELS

TEAM BUILDING PHASES MOTIVATION


KNOWING THE MOTIVES
Step 1 - Forming Step 3 - Norming
The cross-functional Development Team The frequency of Development Team con-
is formed by the Scrum Master with the flicts usually abates in this phase and the Project team members all have different Since he has no disciplinary authority over
approval of the base organisation and, if members actually start to work together professional qualifictions and different mo- team members, the only motivation he can
necessary, in collaboration with the Product as a team. Individual team members have tivations. The success of a Scrum project give them is positive. Negative motivation
Owner. Its members should have all the to get into a performing team as quickly depends to a great extent on how well the (threats, warnings etc.) can only be provi-
knowledge and skills necessary to imple- as possible! Then the Development Team Development Team performs. This is the ded by the line managers.
ment the project. This is the phase where establishes an identity that is geared to Scrum Master’s responsibility.
all team members meet at the outset of the project.
the project. They may know each other
from working together in other projects or Step 4 - Performing
at the same organisation, or they may not In a performing team, all members can
depend on each other, their activities and A motivation matrix has to include the two basic types of motivation
know each other at all.
roles are clear and they need no discus- (intrinsic and extrinsic).
Step 2 - Storming sion. In this phase, the team manages it-
Now the Scrum Master has to prevent self and the Scrum Master can take care EXTRINSIC
potential chaos by organising a team of other things (such as promoting agile
building workshop. This workshop pro- project management in the organisation
vides a framework for discussing all the or resolving conflicts with the line orga-
formalities of the agile project. However, nisation). The team’s velocity in sprints is
it should also address social (informal) relatively stable and predictable (comple- Threat Example setting
Development Team needs (getting to know tion of a certain number of story points in Use of violence, generally subtle Praise
each other, team development, apprecia- each sprint). Now it’s important not to split … Recognition
tion of efforts etc.). Sometimes the Scrum the Development Team or swap existing Reward
Master has to be able to manage and members for new ones, otherwise it may ...
eliminate conflicts in this phase - or act as be necessary to repeat earlier phases. All
mediator. Identification with the project
and team building measures help to im-
attempts by the line organisation to change
the team’s make-up are impediments
- +
prove the team’s day to day performance. that have to be dealt with by the Scrum Hate Love
Even so, conflicts can arise and have to Master. Fear, envy Courage, self-confidence
be dealt with in the storming phase. Jealousy Support
Greed, possessiveness Modesty
Avarice Generosity
Anger, irascibility Self control
Gluttony, self-indulgence Discipline
Resentment Passion
... ...

INTRINSIC

38 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 39
SOFT FACTORS AND APPLICATION MODELS

CONFLICT MANAGEMENT THE CONFLICT SPIRAL


All project participants (the Development The following checklist can be useful to
Team, the Scrum Master and the Product the Scrum Master in conflict resolution:
Owner) should always try to prevent con- RESENTMENT
flicts from arising in the first place through Have I
stakeholder management and adherence • identified the conflict partners
ALIENATION
to Scrum rules. All meetings should be correctly? BLAME
held at the scheduled time and for the • prepared conflict partner profiles? ANGER
scheduled duration. If conflicts do arise,
• put the conflict partners in an
they have to be dealt with as quickly as
organisation chart?
CONFUSION
possible at the responsibility of all project
• checked where the conflict is in MISUNDERSTANDING
participants. There are various conflict
resolution options: the conflict spiral?
• applied the 10 points of conflict
a) The people involved discuss the issue management?
b) The Scrum Master acts as a mediator • obtained professional advice
c) An (external) advisor is brought in
THE 10 POINT PLAN
(works council, company medical
d) Escalation to a higher organisational officer, company psychologist,
level mediator, arbitrator, legal expert,
line manager, steering committee
etc.)?
1. Recognise the conflict.
• reported, transferred, escalated
2. Identify the people involved in the conflict.
the conflict to the proper persons
or departments? 3. Talk about the conflict.
4. Analyse the conflict.
5. Visualise the different sides of the conflict.
6. Categorise the conflict (relationship or emotional level?).
The four-point conflict resolution list below helps you to take
7. Take the conflict from the emotional to the objective level.
a structured approach to dealing with a conflict and to find
possible solutions. 8. Structure the conflict.
9. Consider, evaluate, select and implement possible solutions.
• Identify the conflict 10. Take advantage of the conflict to introduce new approaches.
• Address the conflict
• Find a solution
• Implement the solution

40 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 41
KANBAN

KANBAN
PART 3 Kanban is a scheduling system for just-
in-time-production that was developed by
Toyota and plays an integral role in the
Surplus production is also wastage and
should be avoided. It generates waste be-
cause the manufactured products which

OTHER
Toyota Production System (TPS). Kanban cannot be shipped take up storage space
is a Japanese word which literally trans- and tie up capital that the company then
lated means “card you can see or touch”. doesn’t have available for other – and
possibly more important – projects.
A Kanban card contains all the informa-
tion that the employees need to know. Kanban is essentially a method for the
This includes card type, Kanban ID, card procurement and supply of the necessa-

AGILE
number, item ID, item text, quantity, sup- ry materials for each stage of production.
plying source, source type, target desti- Kanban cards contain all information that
nation, recipients, bar codes and product is needed to obtain the required produc-
photo. tion items. They move between the sup-
plier and customer processes.
The objectives of Kanban are to improve Materials flows are all in a forward di-
productivity and quality and maximise pro- rection (from the supplier to the custo-

METHODS
duction flexibility. mer). Information flows are in a backward
direction (from customer to supplier).
Achievement of these objectives prevents That’s why the Kanban method is also de-
wastage and eliminates defects. Wastage scribed as a pull system. A pull system is
in this sense refers to work which doesn’t a process scheduling system that signals
enhance the product’s value, overwork of what to produce and which only pro-
personnel and machines and process ir- duces the items that customers need. Pull
regularities. systems are customer driven or demand
oriented (i.e. demand for production or-
ders comes from the end of the logistics
chain).

42 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 43
KANBAN

KANBAN IN IT PROJECTS VISUALISING THE


WORKFLOW
Kanban was developed for production The theory of constraints is a manage- The workflow is made visible to everyone Use cases describe the interaction bet-
processes, which means it isn’t suitable ment paradigm that views any system as involved in it on a Kanban board (e.g. a ween a the user and system to achieve a
in its purest form for IT projects. Instead, being prevented from achieving more of large whiteboard, or an electronic board). goal. A use case chart in Unified Modeling
it is combined with lean production, lean its goals by a very small number of con- The board lists the individual process Language can also be useful.
development and the theory of constraints. straints. Improvements can only be made steps (e.g. requirement, design, imple-
by identifying a constraint and restruc- mentation, test etc.) in columns. Kanban teams use a pull system to opti-
Lean production is an aspect of lean ma- turing the rest of the organisation around The individual tasks are written on cards mise workflow from right to left across the
nagement. It focuses on the cost-effec- it. or post-it notes and stuck onto the board Kanban board. The team pulls from the
tive and time-efficient use of factors of in lines (or above the relevant symbols left when they have available capacity.
production (people, machines etc.). There are no increments in Kanban. It’s a in the electronic Kanban application).
continuous process. Often a combination of methods is used As a result, the cards/post-it notes on the
Lean development applies the lean pro- involving the Kanban board being “moni- Kanban board move from left to right until
duction and lean management concepts The workflow is visualised and work-in- tored” by a camera for changes. each task is completed.
to software development. progress is limited. There are no specific rules on what the
The tasks/requirements can be formula- Kanban board has to look like, so it is
ted as user stories, features, use cases simply structured according to individual
etc. team requirements.

A user story describes what a user does


or needs to do with the system in his or
her job function.

A feature is a function (e.g. printout) in a


software application.

44 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 45
KANBAN

LIMITING WORK
IN PROGRESS
Backlog Requirements Design Implementation Test Done
When a Kanban board is used, the entire Limiting the amount of design work in
team is aware of the status of tasks and progress can remedy the situation. Li-
able to identify constraints. miting design WIP means that only two
WIP Done WIP Done WIP Done cards can be included in the WIP column
One example of an implementation con- on the Kanban board. This ensures that
straint is when the design features can’t work in progress can be completed before
TASK TASK TASK TASK TASK TASK TASK TASK TASK all be implemented at the same speed. new work is started.
This makes the workflow uneven.

TASK TASK TASK TASK TASK


TASK

Backlog Requirements Design Implementation Test Done


TASK TASK TASK

WIP Done WIP Done WIP Done


(2)
TASK TASK
TASK TASK TASK TASK TASK TASK TASK TASK TASK

TASK TASK TASK TASK TASK


TASK TASK TASK

TASK TASK TASK

TASK
TASK

TASK

TASK

TASK

46 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 47
KANBAN

SCRUM VS.KANBAN
A note in advance: Kanban has less rules than Scrum.

SIMILARITIES DIFFERENCES
Scrum and Kanban... • are pull systems, Scrum Kanban
• limit concurrent work in progress, There are three roles in Scrum (Product Kanban has no defined roles.
• improve processes through transpa- Owner, Scrum Master and Development If necessary, roles can be defined in
• have self organising teams,
rency and workflow visualisation, Team). specific projects by the participants.
• requirements are broken down into WIP is indirectly limited (in each sprint). WIP is directly limited (in each process
• are both agile methods,
detailed steps and step).
• speed up and increase the frequency
• they have few rules. Estimating is mandatory. Estimating is optional.
of release-capable software compo-
nents, The Scrum task board is cleared after The Kanban board is continuously
every sprint. updated.
The backlog is prioritised. Prioritisation of requirements is
optional.
The sprint backlog is Development The Kanban board can be used by
Team-specific. several teams/individuals.
No new tasks/ items can be added to New tasks can be taken on if the
a sprint. team has available capacity.
The burndown chart is mandatory. No specific charts have to be used.
Product backlog items have to be broken There is no prescribed size for product
down so that they can be completed in a backlog items.
sprint.
The Development Team commits to Commitment is optional.
a defined volume of work at the sprint
planning meeting.
Time boxed iterations are mandatory. Time boxed iterations are optional.
An event-driven approach is also
possible. Different metrics can be
used for planning, release and im-
provement process (combinations
of time boxed and event-driven).

In Scrum, velocity is a parameter in planning In Kanban, lead time is a parameter


and improvement processes. for planning and improvement pro-
cesses.

48 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 49
EXTREME PROGRAMMING

EXTREME PROGRAMMING PRINCIPLES


The principles in XP are based on the values just described, and are intended to be

(XP) more easily translated to guidance in a concrete XP situation.

Extreme programming is a discipline of is based on values of simplicity, commu- Accepted responsibility Incremental change
agile software development that accords nication, feedback, courage and respect. Responsibility is not delegated or as- Changes should be implemented incre-
low significance to formal processes. It In addition to these values, XP also has signed but accepted. As a result, each in- mentally, or in small steps. Then, they are
takes an incremental approach to achie- specific principles and practices. Like dividual identifies more strongly with his easier to understand, less complex and
ving customer requirements and was Scrum, there are also roles in XP. The or her function. involve less dependencies than complex
developed in the Chrysler Comprehen- main ones are customer, product owner changes.
sive Compensation System project as an (internal, often project manager) and de- Assume simplicity
agile model for software development. It velopment team. Simple designs can be implemented fas- Local adaption
ter, at lower cost and are easier to under- XP is adapted to local needs and require-
stand and maintain. The lower the degree ments.
of complexity of a software, the easier it is
to provide feedback. Open, honest communication
Project team members embrace honest,
Concrete experiments open and direct communication.

VALUES Abstract decisions should be supported


by a series of experiments to reduce Play to win
potential risks. These XP principles are designed to fa-
Communication Feedback cilitate the success of the project. The
All team members should communicate Fast, direct and continuous customer Embrace change developers don’t simply want to produce
verbally whenever possible. As a result, feedback improves the quality of the pro- The project team should unreservedly perfect code, but a harmonious software
questions can be answered faster and duct. It ensures that flaws in the system embrace change. package. Although this is a goal in other
more directly, and misunderstandings are quickly recognised and recoded so agile methods, XP in particular goes bey-
cleared up quicker. that customer gets the product he needs. Honest measurement ond the code.
Measurements are necessary to steer the
Courage Respect project and gauge its progress. These
Focusing on the values and practicing The customer should respect the deve- measurements should be transparent,
open and direct communication em- lopers‘ know-how and vice-versa. Every honest and comprehensible to all project
body courage. Continuous adaptation to member of the project team deserves to participants.
changes and the reduction of customer be respected and should, in turn, show
requirements to the essentials can be chal- respect.
lenging to people who aren’t accustomed to
upholding these values in projects. Simplicity
Simple designs can be implemented faster
than complex designs and they are often
less expensive. That’s why XP encourages
starting with the simplest solution.

50 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 51
EXTREME PROGRAMMING

PRACTICES
The values and principles are supplemented with practices. These practices help the
developers to follow the principles.

Quality work Teach learning


User feedback has a big impact on pro- Project team members have to learn what
duct quality. Objective (negative and posi- they need to achieve their goals, e.g.
tive) feedback is an important contributor which and how many software tests the MANAGEMENT PRACTICES
to development team satisfaction. The de- developers have to perform.
velopment team should always be able to On-site customer Short releases
work in a framework that permits quality Travel light A customer representative should be on- The development cycles for new releases
work. The XP team has to get used to travelling site to clarify requirements and questions should be short, e.g. daily. This gives the
light, which means using just a few tools, directly. This function is often performed customer fast access to new or changed
Rapid feedback resources and methods. All they need by the project manager. functions. Also, the customer can pro-
The time between the activity and feed- are the tools that produce value for the vide prompt feedback to the development
back on that activity is crucial. Feedback project. Planning game team so that they are quickly aware of any
is another explicit element of quality as- Before each increment the content of the flaws in the system.
surance. Work with people’s instincts, not against them next increment is discussed and planned
Trust the team’s instincts, even when it by all project team members, including
Small initial investment chooses an unconventional approach to the customer or its representative (inter-
By focussing on the important functions, achieving its goal. (Refer to the section on nal project manager).
the team can quickly develop the first vi- values and “respect”.)
able prototypes.

52 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 53
EXTREME PROGRAMMING

TEAM PRACTICES PROGRAMMING PRACTICES

Coding standards Sustainable pace Pair programming Simple design


Any developer can work on any piece of The concept is that programmers All code is produced by two people pro- The less complex the system is, the easier,
code. Team standards for coding should shouldn’t work more than a 40 hour gramming on one task on one worksta- faster and less expensive it is to imple-
be established so that the entire team week, and if there is overtime in one tion. One programmer has control over the ment. Other advantages are that the
can share responsibility for the code. week, the next week should not include workstation and is thinking mostly about system is easier to maintain, understand,
more overtime. People perform best and the coding in detail. The other programmer test and upgrade.
Continuous integration most creatively when they are rested. is more focused on the big picture, and is
To avoid excessive dependencies and pro- continually reviewing the code that is being Testing
vide the customer with timely feedback, produced by the first programmer. This ap- Automated component tests are per-
the change integration process is conti- proach helps to prevent source code errors formed on the source code to validate it.
nuous. and flaws in the system. The user checks whether requirements
have been met in acceptance tests.
Collective code ownership
Refactoring
Any developer can work on any piece of
Refactoring is the process of restructu-
code at any time. This means that all the
ring the source code without changing
programmers get to see all the parts of
its behaviour to improve non-functional
the code. They are collectively respon-
attributes or reduce its complexity. Com-
sible for the code as a team.
ponent tests prevent the occurrence of
side effects.
System metaphor
The system metaphor is a story that every-
one can tell about how the system works.
All project team members should be clear
about how the system works.

54 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 55
EXTREME PROGRAMMING

SCRUM VS. SCRUM AND EXTREME


EXTREME PROGRAMMING PROGRAMMING
Scrum is an agile project management method that doesn’t dictate how a software Scrum and Extreme programming are often confused with each other because they
project is implemented. have several philosophical similarities.
XP is an agile software development method that covers the entire project lifecycle.

• People and communication take prec- • Close cooperation with the custom-
edence over processes and tools. er is preferred to lengthy contract
• Operable software is more important negotiations.
Scrum Extreme Programming than detailed documentation. • Embracing change is more important
Development Teams typically work in Extreme Programming iterations are than strict adherence to the plan.
iterations called sprints that are between generally one to two weeks in length.
two and four weeks in length.
Requirements do not change during a sprint. If the XP team hasn’t yet started A combination of the two methods can be practical because they share a similar philo-
working on a specific feature, it can sophy and complement each other.
swap it for another feature of the
same size.
Scrum does not dictate how the project is to Extreme Programming involves Test-
be implemented. Driven Development, automated tests,
pair programming, refactoring, etc.

56 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 57
INTRODUCTION
PART 4 CERTIFIED AGILE PROJECT MANAGER (IAPM)
The IAPM certification process is based
on the IAPM Agile Project Management
The Agile Project Management Guide
is available free of charge on the IAPM

THE IAPM-
Guide in its valid version. The basis for website (www.iapm.net).
the Agile Project Management Guide is
the agile knowledge base of IAPM. The Whether the certificate holder has ac­
knowledge base was developed in co- quired his knowledge from the Agile
operation with an international panel of Project Management Guide or from other
experts and managers in an agile envi- documents is irrelevant for admission to

CERTIFIED
ronment. It is continuously adapted to the examination. The IAPM supports the
international standards and findings. independent preparation for the certifica-
tion exams.

AGILE
PROJECT
MANAGER
58 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 59
THE CERTIFICATIONS PROCEDURE
REQUIREMENTS APPLICATIONS AND ADMISSIONS

Certified Agile Project Manager (IAPM) Certified Senior Agile Project Manager REGISTRATION
certification is intended for managers who (IAPM) certification is geared to project
want to obtain confirmation of their agile managers with at least five years of verified To register for certification, you have to fill
project management knowledge. Candi- agile project management experience, in an application form.
dates have to demonstrate a knowledge of three of those as project manager or in a
all Scrum competence elements in the senior mana-gement role. Candidates for It is an online form and can be found at
online examination. Previous experience both certifications have to take an online www.iapm.net. When the form has been
isn’t necessary, but it is advantageous. examination and provide proof of practical filled in and all the necessary information
experience. has been provided, the documents are
checked by the IAPM for completeness
and compliance with admission require-
The Agile Project Management Guide forms the basis for the knowledge elements, in ments.
which among other things the hard and soft factors of agile project management are
presented. If all the requirements are met, the IAPM
issues an invoice to you.

When your payment is received, you are


Knowledge
sent your login data for the online test or
Knowledge examination (either the self test or certifi-
School, apprenticeship, degree, work,
project experience, home study, courses cation examination).
School, apprenticeship, degree, work, +
project experience, home study, courses
5 years of professional experience

Application and examination

Application and examination

Certified Agile Project Manager (IAPM)


Certified Senior Agile Project Manager (IAPM)

Competence: knowledge
Competence: Knowledge
Work, job application, customer and experience
acquisition, communication,
career Work, job application, customer
acquisition, communication,
career
60 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 61
TEST AND EXAMINATION
SELF TEST AND CERTIFICATION
EXAMINATION

The IAPM offers two options – an online Our system assesses whether you have CERTIFICATES
self test and a certification examination – for passed the self test and provides you with
Certified Agile and Certified Senior Agile e-mail feedback on the areas of agile pro- When you have passed the certification
Project Manager (IAPM) certification. They ject management where you have know- examination your certificate will be sent
can be taken on any PC, laptop or tablet. ledge gaps so that you can revise these to you by e-mail. Each certificate has a
areas more thoroughly. unique identification code (IAPMIC) which
If you decide that you would like to im- has to be validated on the IAPM website,
SELF TEST AND prove your knowledge in a preparatory stating first name and surname.
CERTIFICATION course, you can register for a German or
EXAMINATION English language course with any of the
IAPM Training Partners. Take a look at FAILED THE
If you are not sure whether you can pass our website to find a trainer near to you. CERTIFICATION
the certification examination without a EXAMINATION?
preparatory course, you can take a self- To pass the certification examination a mi-
test on the IAPM website. This provides nimum score of 65% has to be achieved. If you don’t manage to pass the exami-
an initial idea of the types of questions Examination result notifications are sent nation you can repeat it with a different
and level of difficulty of the certification out by e-mail. set of questions. In this case, you have to
examination. pay the examination fee again. If you also
fail this second examination, you have to
wait for 12 months before you can have
another attempt. If you fail for a third
time, you are excluded from any further
IAPM certification examinations and are
not able to retake the examination again.

62 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 63
AFFIRMATION IN
LIEU OF OATH
8. The IAPM reserves the right to suspend
Certification candidates are required to provide the following affirmation in lieu or revoke the certificate of any individual
of oath before they can take the examination. The affirmation in lieu of oath is who is determined to have failed to up-
archived in the certification candidate’s personal file. This information is treated hold, or otherwise breached this agree-
as strictly confidential and it is stored in accordance with the IAPM‘s privacy ment. In this case, the IAPM reserves the
policy and the European Union’s data protection legislation. right to pursue criminal proceedings.

9. I release and indemnify the IAPM and


the IAPM certification department from
1. I agree to satisfy and conduct my- 5. I agree that all materials that I sub- all liability and claims that may arise out
self in accordance with all IAPM cer- mit to the IAPM certification department of, or be related to, my project manage-
tification programme policies and become the property of the IAPM certi- ment and related activities.
requirements. fication department, and that the IAPM
certification department is not required to 10. I hereby release, discharge and in-
2. I shall maintain confidentiality of IAPM return any of these materials to me. demnify the IAPM, its directors, officers,
examination questions and content. Fur- members, examiners, employees, attor-
thermore, I agree not to copy, discuss, 6. I agree that information related to my neys, representatives, agents and the
debrief or disclose, in any manner, the participation in the IAPM certification IAPM certification department from any
specific content of IAPM examination process may be used in an anonymous actions, suits, obligations, damages,
questions and answers to any individual. manner for research purposes only. claims or demands arising of or in con-
nection with this application, the scores
3. I certify and swear that I have per- 7. I agree that all disputes relating in any given with respect to the examination
formed the exam entirely alone and with- way to my application for an IAPM cer- or any other action taken by the IAPM
out the help of any other individual, litera- tificate and/or my involvement generally with regard to certifying, testing and
ture or any other means of assistance. in an IAPM certification program, will be professional development including, but
resolved solely and exclusively by means not limited to, all actions related to ethics
4. I agree that I shall at all times act in a of IAPM certification department policies, matters and cases.
truthful and honest manner and provide procedures and rules. Any disputes or
truthful and accurate information to the lawsuits are excluded. 11. I understand and agree that any de-
IAPM. I agree that any intentional or un- cision concerning my qualification for
intentional failure to provide true, timely any certificate, as well as any decisions
and complete responses to questions in regarding my continuing qualification for
this application may lead to further inves- any certificate rest within the sole and ex-
tigation and/or sanctions by the IAPM. clusive discretion of the IAPM, and that
these decisions are final.

64 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 65
IMPRESSUM THE BENEFITS
HOW YOU CAN BENEFIT FROM IAPM CERTIFICATION

1
Competitive advantages &
www.iapm.net career launching pad
• Proven agile project management competence
2nd edition
Copyright © IAPM 2016 • Competitive advantages for organisations and
individuals
Photography: www.istockphoto.com • Standardisation of terms and methods with the
Agile PM Guide 2.0
Edited by IAPM International Association • External, objective verification of knowledge
of Project Managers™ in Liechtenstein and experience

ISBN: 978-3-941739-28-4 2
Online examinations
• No travel expenses
Quality Management System
The quality management system used • No pressure of time to prepare
by the IAPM International Association of • Exams can be taken on any PC
Project Managers ™ satisfies the require-
ments of ISO 9001.
3
No re-certification necessary
Trademark Protection
• No certificate expiry date
IAPM International Association of Project
Managers ™ is a protected EU trademark • No new costs
– no. 9539354 –
4
Fair fees
• The fees depend on the GDP of the country
in which the certificate candidate has citizen-
ship.

5
Anonymous Certification
• No subjective evaluations
• No “fail quota“
• No discrimination

66 © IAPM International Association of Project Managers © IAPM International Association of Project Managers 67
68 © IAPM International Association of Project Managers

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