▶ Agile Overview
Values
Individuals and interactions; Working product; Customer collaboration; Responding to change.
Principles
Early and continuous delivery of value; welcome change; frequent delivery; close collaboration; motivated teams; face‑to‑face communication; working product as the primary measure; sustainable pace; technical excellence; simplicity; self‑organization; regular reflection.
Artifacts
Product vision, product backlog, release plan, sprint backlog, increment; Definition of Ready and Definition of Done.
Mindset
Empiricism (transparency, inspection, adaptation), servant leadership, collaboration, continuous improvement.
▶ Scrum
Roles: Product Owner (maximizes value), Scrum Master (facilitates flow and removes impediments), Developers (build the increment).
Events: Sprint, Sprint Planning, Daily Scrum, Sprint Review, Sprint Retrospective.
Artifacts: Product Backlog, Sprint Backlog, Increment; commitments: Product Goal, Sprint Goal, Definition of Done.
Scrum flow with reinforcing events and commitments.
Timebox the Daily Scrum to fifteen minutes; adjust plan to meet the Sprint Goal.
▶ Kanban & Flow
Visualize work, limit Work‑In‑Progress, manage flow, make policies explicit, improve continuously.
WIP limits reduce multitasking and reveal bottlenecks.
Core Metrics
Lead time (request to delivery), cycle time (start to finish), throughput (items per period), Work‑In‑Progress.
Policies
Pull rules, WIP limits, service level expectations, quality criteria in the Definition of Done.
▶ Estimation & Planning
User Stories
As a <user> I want <capability> so that <benefit>. INVEST: Independent, Negotiable, Valuable, Estimable, Small, Testable.
Sizing
Relative estimation with story points or T‑shirt sizes; Planning Poker fosters shared understanding.
Velocity
Average story points completed per sprint; use for forecasting only and never to compare teams.
Release Planning
Forecast scope or date using backlog size and velocity; include buffer for uncertainty.
User story mapping organizes activities, features, and release slices.
▶ Metrics & Charts
Flow Metrics
Lead time, cycle time, throughput, Work‑In‑Progress; visualize with a Cumulative Flow Diagram.
Outcome Metrics
Business value delivered, customer satisfaction, escaped defects, Net Promoter Score.
Release Scale
Burn‑up chart to track completed work versus changing scope.
Burn‑up highlights scope and completion trends.
▶ Stakeholders & Teams
Engagement
Frequent collaboration through reviews and backlog refinement; feedback shortens learning cycles.
Team
Cross‑functional and self‑managing; stable membership; empowered to decide how to do the work.
Leadership
Servant leadership removes impediments and fosters continuous improvement.
Communication
Information radiators (boards, charts), daily synchronization, face‑to‑face or video for rich communication.
▶ Hybrid & Tailoring
When to Mix
Predictive for compliance or hardware; agile for software or innovation; tailor governance with iterative delivery.
Contracts
Time‑and‑Materials with not‑to‑exceed caps, fixed price per increment, value‑based milestones.
Risk
Short iterations, spikes, prototypes; stage gates at release boundaries.
▶ XP & Lean (Technical Excellence)
XP Practices
Pair programming, test‑driven development, refactoring, continuous integration, simple design, collective code ownership, coding standards, sustainable pace.
Lean Principles
Eliminate waste, amplify learning, decide as late as possible, deliver as fast as possible, empower the team, build quality in, see the whole.
Why It Matters
Reduces defects, shortens feedback loops, improves maintainability—core quality themes in agile.
▶ Disciplined Agile Toolkit & WSJF
Principles
Choice is good; context counts; pragmatism; enterprise awareness; optimize flow; delight customers; be awesome; accelerate value.
Lifecycles
Agile or Lean, Continuous Delivery, Program, Exploratory.
Way of Working
Teams select process goals and decision points to tailor practices to their context.
Value Factors
Job Size
WSJF Score
- Business Value
- Time Criticality
- Risk Reduction / Opportunity Enablement
- Relative Effort (Story Points)
- WSJF = (BV + TC + RR/OE) ÷ Size
▶ Executing (ITTO‑style in Agile Context)
This maps traditional Executing processes to how Agile teams actually execute within iterations and releases.
Deliver Working Increments (Direct & Manage Project Work)
Inputs
Tools & Techniques
Outputs
- Ordered Product Backlog
- Sprint Backlog / Commitment to Sprint Goal
- Definition of Done
- Architecture Decision Records
- Team Working Agreements
- Empiricism (Inspect & Adapt)
- Task Breakdown & Swarming
- Continuous Integration/Continuous Delivery (CI/CD)
- Test Automation
- Pair/Mob Programming
- Done Increment
- Updated Work Performance Data (throughput, cycle time)
- Impediment Log / Change Requests to Product Backlog
- Plan/Backlog Updates
Manage Knowledge
Inputs
Tools & Techniques
Outputs
- Increment & Codebase
- Retrospective Notes
- Team Charter & Ways of Working
- Communities of Practice
- Information Radiators (dashboards, boards)
- Pairing/Ensembles
- Backlog Refinement Workshops
- Lightweight Documentation (ADR, README)
- Updated Lessons Learned (living)
- Improved Definition of Done/Ready
- Updated Knowledge Base/Wiki
Manage Quality (Build‑in Quality)
Inputs
Tools & Techniques
Outputs
- Quality Criteria in Definition of Done
- Acceptance Criteria (Gherkin)
- Agreed Coding Standards
- Test‑Driven Development (TDD) / Behavior‑Driven Development (BDD)
- Static Analysis & Code Review
- Continuous Testing in CI
- Exploratory Testing
- Definition of Done Compliance Checks
- Verified Increment
- Quality Metrics (defect trends, coverage)
- Defect Tickets / Backlog Updates
Acquire/Develop/Manage Team
Inputs
Tools & Techniques
Outputs
- Team Charter & Roles
- Resource Availability / Calendars
- Working Agreements
- Servant Leadership & Coaching
- Team Building & Psychological Safety
- Cross‑Skilling/Pairing
- Recognition & Rewards
- Conflict Resolution
- High‑Performing Team Behaviors
- Updated Team Charter/Agreements
- Performance Feedback (qualitative)
Manage Communications
Inputs
Tools & Techniques
Outputs
- Communication Radiators (boards, CFD, burndown)
- Stakeholder Map & Personas
- Sprint Goals and Release Goals
- Daily Scrum / Stand‑ups
- Reviews/Demos
- Asynchronous Channels (chat, wikis)
- Facilitation & Active Listening
- Transparent Progress Signals
- Stakeholder Feedback Items
- Updated Information Radiators
Implement Risk Responses
Inputs
Tools & Techniques
Outputs
- Risk List / Anti‑Patterns
- Technical Risk Items (spikes)
- Dependencies Map
- Short Iterations / Early Integration
- Spikes & Prototypes
- Feature Toggles / Canary Releases
- Reserves (capacity buffer)
- Reduced Risk Exposure (Risk Burndown)
- Mitigation Stories Done
- Updated Risk List and Plans
Conduct Procurements (Agile Friendly)
Inputs
Tools & Techniques
Outputs
- Vendor Capabilities & Backlog Slice
- Working Agreements / SOW
- Budget Constraints
- Time‑and‑Materials with Caps
- Fixed Price per Increment
- Graduated Fixed Price
- Joint Demos & Acceptance
- Integrated Vendor Increment
- Accepted Deliverables per Iteration
- Updated Contracts/Backlog
Manage Stakeholder Engagement
Inputs
Tools & Techniques
Outputs
- Stakeholder Map (Power–Interest)
- Product Goals & Sprint Goals
- Feedback History
- Frequent Reviews/Demos
- Story Mapping & Co‑creation Workshops
- Personas/Customer Journeys
- Value Discussions (Kano, MoSCoW, WSJF Input)
- Refined Backlog & Clear Priorities
- Higher Engagement/Satisfaction Signals
- Updated Engagement Strategies
▶ Direct and Manage Project Work
Inputs
Tools & Techniques
Outputs
- Project Management Plan
- Approved Change Requests
- Enterprise Environmental Factors
- Organizational Process Assets
- Project Documents
- Expert Judgment
- Project Management Information System (PMIS)
- Meetings
- Deliverables
- Work Performance Data
- Issue Log
- Change Requests
- Updates to the Plan, Documents, and Organizational Process Assets
▶ Manage Project Knowledge
Inputs
Tools & Techniques
Outputs
- Project Deliverables and Documents
- Lessons Learned Register
- Enterprise Environmental Factors
- Organizational Process Assets
- Knowledge Management Techniques
- Information Management Systems
- Expert Judgment
- Updated Lessons Learned
- Updates to Organizational Process Assets, Plans, and Documents
▶ Manage Quality (Process Quality Assurance)
Inputs
Tools & Techniques
Outputs
- Quality Management Plan
- Quality Metrics
- Control Measurements
- Project Documents
- Quality Audits
- Design for X
- Problem Solving
- Process Analysis
- Quality Reports
- Change Requests
- Updates
▶ Acquire Resources
Inputs
Tools & Techniques
Outputs
- Resource Management Plan
- Procurement Documents
- Project Schedule
- Enterprise Environmental Factors
- Organizational Process Assets
- Decision Making
- Negotiation
- Virtual Teams
- Pre‑Assignment
- Assigned Physical and Team Resources
- Resource Calendars
- Change Requests
- Updates
RACI matrix clarifies who is Responsible, Accountable, Consulted, Informed.
▶ Develop Team
Inputs
Tools & Techniques
Outputs
- Resource Management Plan
- Team Charter
- Project Schedule
- Enterprise Environmental Factors
- Organizational Process Assets
- Team Building
- Training
- Co‑location or Virtual Team Approaches
- Recognition and Rewards
- Assessments
- Team Performance Assessments
- Change Requests
- Updates
▶ Manage Team
Inputs
Tools & Techniques
Outputs
- Issue Log
- Team Performance Assessments
- Project Team Assignments
- Conflict Management
- Negotiation
- Observation and Conversation
- Performance Appraisals
- Change Requests
- Updates to Plan and Documents
▶ Manage Communications
Inputs
Tools & Techniques
Outputs
- Communications Management Plan
- Stakeholder Register
- Project Reports
- Enterprise Environmental Factors
- Organizational Process Assets
- Communication Technology
- Communication Methods
- Interpersonal and Team Skills (active listening, presentations)
- PMIS
- Project Communications
- Feedback Captured
- Updates
Communication channels formula for n stakeholders.
▶ Implement Risk Responses
Inputs
Tools & Techniques
Outputs
- Risk Register
- Risk Response Plan
- Project Documents
- Contingent Response Strategies
- Technical Performance Analysis
- Interpersonal Influence and Negotiation
- Implemented Responses
- Risk Register Updates
- Change Requests
Risk burndown shows declining total exposure across sprints.
▶ Conduct Procurements
Inputs
Tools & Techniques
Outputs
- Procurement Management Plan
- Bid Documents / Requests for Proposal
- Seller Proposals
- Enterprise Environmental Factors
- Organizational Process Assets
- Bidder Conferences
- Proposal Evaluation
- Negotiations
- Selected Sellers
- Agreements
- Change Requests
- Updates
Procurement cycle: Plan → Solicit → Select → Contract → Manage.
▶ Manage Stakeholder Engagement
Inputs
Tools & Techniques
Outputs
- Stakeholder Engagement Plan
- Change Log
- Issue Log
- Risk Register
- Interpersonal and Team Skills
- Ground Rules
- Meetings
- Facilitation
- Change Requests
- Stakeholder Engagement Updates
- Project Communications
Power and interest grid helps tailor engagement strategies.