Agile Estimating, Planning and Forecasting Workshop
Length 8 hours
Learn effective ways to collaboratively and progressively elaborate and communicate your Agile estimates, plans, and forecasts.
This is an advanced continuing education course that is a complementary addition to the Scrum Master or Product Owner role.
Even Agile teams and organizations need to be accountable for what they will be delivering and when it will be available. The difference is that Agile teams use different techniques to estimate, plan, forecast, and communicate given the best information they have available at the time.
Through exercises and lecture, this workshop will provide practical experience and exposure to different Agile estimation, planning, and forecasting techniques, and the relative benefits and caveats of each.
Note: This course is available to be completed in two half-days or one full day.
WHO IS THIS COURSE FOR?
This course is designed for Agile team members and leaders, Scrum Masters, Project Managers, and Product Owners that are interested in:
- Improving their predictability.
- Gaining confidence in planning and committing to work at a sustainable pace.
- Aligning and improving their delivery practices to be more Agile.
- Learning how to use empiricism and Agility to plan, monitor, forecast, review, and communicate initiative status.
- Providing customers and stakeholders with confidence in the team through effective communication and updates.
By successfully completing this course, you will:
- Know some of the more common Agile estimation, planning, and forecasting techniques.
- Be more confident in the work a team commits to and the timeframe for delivery.
- Provide updates to forecasts “in real time” so data driven decisions may be made.
- Become more predictable in delivery and in delivering on commitments.
- Better understand your capacity constraints, including how to measure them and make commitments around them.
No prerequisite formal training required, however it is recommended that an attendee be either a practicing Scrum Master or Project Manager, Product Owner, or team member with at least 6 months experience, or that they have successfully achieved a globally recognized Scrum Master certification such as the Registered Scrum Master® (RSM) or Registered Product Owner® (RPO).
Here are some recommended learning suggestions for before the class:
- “Agile Estimating and Planning” by Mike Cohn
Welcome, Logistics & Expectations
Part 1 – The Ask
When and How Much?
Estimates Are Not a Commitment!
Traditional (Waterfall) vs. Agile Estimation
Part 2 – Agile Planning
Planning is a Lie! (tongue in cheek!)
The Cone of Certainty
Whole Team Engagement
Part 3 – Agile Estimation Techniques
Relative vs. Time Estimation
The Fibonacci Sequence
Agile Estimation Techniques
- Eyeball and Guestimation
- Aggregation Techniques
- Point Based Systems
- Financial Modelling
- Capacity and Demand Analysis (#noestimates)
Part 4 – Agile Forecasting
Frequent Inspection and Adaptation
Using New Knowledge to Re Plan
Case Study of Forecasting and Reporting