Estimation and Planning for Agile/Scrum Projects

Name: Estimation and Planning for Agile/Scrum Projects
Rating: 4.3 (61 reviews)

Enrol Now to Learn Essential Practices and Strategy for Successful Planning in Any Agile Business

Created byBERTEIG Institute

Last updated 9/2023

English

What you'll learn

The essential principles of successful Agile estimation and planning
Which techniques to use in which situation
3 in-depth estimation/planning techniques, 9 total
How to use planning and estimation techniques at different levels of scope and time

Course content

4 sections • 43 lectures • 2h 10m total length

Welcome!0:28
If you are not familiar with Agile/Scrum, please check the two resources below to learn a little.
Story About Estimation and Planning6:42
Back in 2005 Mishkin was coaching at Capital One. A large program with four teams was struggling with estimation and planning for Sprints. Mishkin's mind was "blown" by what happened...
Quick ideas to get you going....2:57
Excessive preparation (analysis and planning) is something that many organizations still do. This video explains the problem briefly.
(One of my earliest professional videos!)

Understand Planning Levels in an Agile / Scrum Project2:16
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Introduction to the Planning Onion
Sprint as the Heart of the Onion1:49
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Sprint as the heart of the onion.
Daily Scrum vs Status Reporting2:39
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Petri and Mishkin talk about the difference between daily scrum meetings vs status reporting.
The Refinement Layer1:49
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

The Refinement Layer is discussed by Petri.
The Release Layer2:49
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

The Release Layer is discussed by Petri.
The Roadmap Layer1:42
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

The Roadmap Layer is discussed by Petri.
The Vision Layer0:59
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

The Vision Layer is discussed by Petri and Mishkin.
The Product Goal0:27
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

The Product Goal as another planning artifact as discussed in the scrum guide.
The Sprint Goal1:00
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

The Sprint Goal as another planning artifact as discussed in the scrum guide.
Mapping the Planning Onion into Project Management Frameworks2:33
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Petri and Mishkin discussed how this can be mapped around project management frameworks.
Product Vision vs Product Goal vs Sprint Goal1:07
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Petri and Mishkin discussed the difference between Product Vision vs Product Goal vs Sprint Goal.
Concrete Idea for the Vision Layer1:24
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Petri discussed a Concrete Idea for the Vision Layer.
Concrete Idea for the Roadmap Layer1:26
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Petri discussed a Concrete Idea for the Roadmap Layer.
Concrete Idea for Release Layer6:15
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Petri discussed a Concrete Idea for Release Layer.
Concrete Idea for the Refinement Layer3:21
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Petri discussed a Concrete Idea for the Refinement Layer.
Commitment in Scrum vs Kanban2:36
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Petri and Mishkin discussed the difference of commitment in Kanban and Scrum.
What's Outside the Onion1:23
Expert Agile trainers Petri Heiramo and Mishkin Berteig review the concept of planning in cycles at various levels. Most Agile / Scrum teams plan at three levels at most (release, Sprint, and daily). There are both higher levels and more granular levels. Find out why these levels are important.

Mishkin wrapping up the discussion on the Planning Onion.

Get Started with Estimation Techniques for Agile / Scrum Projects1:21
Planning Poker Technique2:06
The Bucket System Technique0:22
Big/Uncertain/Small Technique0:28
TBF/NFC/1 (Sprint) Technique1:04
Dot Voting Technique0:28
T-shirt Sizes Technique0:22
Affinity Mapping Technique0:25
Ordering Protocol Technique0:50
Divide Until Maximum Size or Less Technique1:08
More Details from the 9 Techniques1:11
Technique Sample 16:00
Technique Sample 27:11
Technique Sample 3 and Conclusion3:10
Planning Poker In-Depth3:58
Planning poker is the most common estimation technique used by Agile teams. There are many variations on the technique. This lecture describes the best variation to use for project planning.
Decision Criteria for Choosing an Estimation Technique0:25
Guidelines to help narrow down the choices and get you closer to picking the right estimation technique for your situation.
Long-term Planning for Agile / Scrum Projects6:08
Detailed outline of 6 steps to create your project budget.
Simplified Example of Project Planning7:40
Short demonstration using just four product backlog items to show long-term project planning.

The Horizon of Predictability3:55
A short, but critical, introduction to why we do planning differently in Agile environments: the "Horizon of Predictability".
First Principle of Agile Estimation: Fast, not Accurate12:10
Expert Agile trainer Mishkin Berteig has a conversation with Agile newcomer, Sheriane Dandar regarding the first fundamental principle involved with Agile estimation and planning approaches... including an important ethical problem.
Second Principle of Agile Estimation: Collaborative, not Individual11:55
Expert Agile trainer Mishkin Berteig has a conversation with Agile newcomer, Sheriane Dandar regarding the second fundamental principle involved with Agile estimation and planning approaches... including an important ethical problem!!!
Third Principle of Agile Estimation: Telling Stories, not Making Commitments11:46
Expert Agile trainer Mishkin Berteig has a conversation with Agile newcomer, Sheriane Dandar regarding the third fundamental principle involved with Agile estimation and planning approaches... including an important ethical problem!!!
bonus lecture0:36

Requirements

Basic understanding of Agile / Scrum is valuable, but not required.
Strongly recommend that you read the "Agile Manifesto" and the "Scrum Guide" (both free online) if you haven't already.

Description

Everyone wants to know how to plan work in an Agile / Scrum project. Just like with other work methods, planning can be done practically, leading to good results. However, unlike other methods, Agile / Scrum planning can be done extremely quickly while still being effective!

This helps not only the team actually doing the work but the time-and-money-conscious stakeholders who expect timely results and aren’t always willing to be patient. Effective planning reduces everyone's stress, from those on the ground floor to the corner office.

Join 23-year Agile veteran, Mishkin Berteig along with two guests as they provide practical advice, techniques, and inspiring guidance on how to estimate and plan Agile / Scrum projects in any business environment.

Whether you work in tech, finance, healthcare, manufacturing, or virtually any other industry, having a solid grasp of these techniques will help you plan quickly and effectively and keep the stakeholders off your back.

It's important to note that having a basic grasp of Agile and Scrum will allow you to ensure that you can use all the concepts and methods taught in this course. This course does not provide an introduction to Agile and Scrum.

Take the first step toward achieving your goals by enrolling in our course today. Don't wait any longer, enroll today!

Who this course is for:

Scrum Masters, Product Owners, Project Managers, Team Leads and Business Managers will find this course valuable.

Estimation and Planning for Agile/Scrum Projects

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 10min

Levels of Planning in an Agile / Scrum Project17 lectures • 36min

Estimation and Planning Techniques18 lectures • 44min

Principles of Agile / Scrum Estimation and Planning5 lectures • 40min

Requirements

Description

Who this course is for: