Scrum Workflow: Roles, Stages, and Automation Options

By now, you’re pretty familiar with Scrum. It’s given your team a framework they can work with to achieve internal goals so they can deliver quality software to customers. But, you can always improve your Scrum practices to continue to delight your customers. 😁 One of these is the daily scrum — a practice that sounds straightforward, but is easy to mismanage (more on this soon 😉).

The daily scrum consists of three elements — Scrum roles, Scrum artifacts, and Scrum events.

In this article, we'll show you how these components fit into the all-important daily scrum meeting, provide some tips to keep your daily scrum running smoothly, and discuss what traps to avoid so that your team is always on task. We'll also point you towards resources that will get you proficient in the other elements of agile. Our goal, as always, is to make you an agile pro. 🏄🏽‍♀️

What is the Daily Scrum Meeting?

Let's do a quick recap of each of them before we dive into the daily scrum:

• Scrum roles: These are the product owner, the Scrum master, and the development team. These Scrum team members work together as a unit to achieve their goals.
• Scrum artifacts: Artifacts include the product backlog, the sprint backlog, and the increment. The artifacts represent information to the team that enables them to have transparent views against which to measure their progress.
• Scrum events: The sprint, sprint planning, daily scrum, sprint review, and sprint retrospective give the team an opportunity to meet and refine any of the Scrum artifacts that need adjusting to keep the team's goals within view.

The daily scrum is a meeting between team members to discuss its current sprint progress. It's time to discover if any adjustments to the sprint or the product backlog need to be made in order to achieve its sprint goal.

Importance of Daily Scrum

The daily scrum plays a crucial role in enhancing both team coordination and communication. This brief, focused meeting offers the team a structured environment to align on progress and obstacles, contributing to several key areas:

1. Progress Transparency: Team members get a clear view of what everyone is working on, which fosters accountability and mutual support.
2. Impediment Identification: Problems and potential roadblocks are surfaced early, allowing the team to address them promptly and minimize project delays.
3. Focused Collaboration: By keeping discussions relevant and on-point, the team can spend their time more effectively, concentrating on solutions rather than prolonged debates.
4. Goal Alignment: The meeting helps reaffirm and refocus efforts toward the sprint goals, ensuring everyone is aligned and moving in the same direction.

By adhering to best practices, such as keeping the meeting time-boxed and promoting an inclusive atmosphere, teams can maximize the benefits of the daily scrum, leading to a more cohesive and efficient working environment.

Key Participants in the Daily Scrum

Development team

The development team members are the main participants in the daily scrum. During the meeting, they report on their progress towards the sprint goal to discover if any adjustments need to be made. They can do this by each answering three questions:

1. What did I work on yesterday towards the sprint goal?
2. How do I plan on working towards the sprint goal today?
3. ​Is there anything preventing me from finishing what I am working on?

By doing so, everyone on the team is in the loop of the full team's progress. The answers to these questions also allow the team to uncover any blockers and adjust the sprint backlog accordingly. An example of a blocker may be a bug that prevents one developer from finishing her assigned user story in the sprint.

Scrum master and product owner

In traditional Scrum, the Scrum master and product owner aren’t active participants — and aren’t technically required — in the daily scrum meeting since they don’t do the development work that will achieve the sprint goal. However, they can still be valuable meeting participants. It’s up to the Scrum team to decide if they should attend.

• The product owner can lead the way in adjusting the sprint's backlog items. For example, the bug that is blocking other work can be moved so it gets fixed in time to keep the sprint goal within reach.
• The Scrum master can make sure that daily scrum best practices are being followed and that the team is avoiding some of the common pitfalls that betray the objectives of the daily scrum meeting. Let's look at those next.

What's the Difference Between Daily Scrum and Daily Standup?

Sometimes, it can be confusing to tell the differences between daily scrum and daily standup — and sometimes the terms are used interchangeably. However, it's worth pointing out the differences between the two.

A daily scrum is an event that is defined in the Scrum guide. So, then what is daily stand-up, and how is it different? 🤔

A daily stand-up is a daily meeting whose objective is to provide team members with progress towards a common goal. However, it is less restrictive in terms of its participants and time limits. In other words, team members outside of the Scrum team can participate and the meeting can run longer than 15 minutes. For example, a company may conduct a daily stand-up that includes its entire staff or a particular department whose progress updates are not limited to the development of software.

Daily Scrum Best Practices

So, what are the best practices for conducting your daily scrum meetings effectively?

1. Complete the daily scrum in a time box

A 15-minute time frame is most commonly used to ensure that the team stays focused and on point. After all, team members only need to answer their three questions succinctly and effectively.

2. Conduct the meeting at the same time and place every day

This will provide a level of consistency and regularity and will help foster the Scrum values of commitment and focus.

3. Include the same team members in each daily scrum meeting

If you have a rotating cast of characters, then you run the risk of disruptions. Some people in the meeting will likely be missing context from prior meetings and will need to be updated.

Daily Scrums for Remote or Distributed Teams

Daily scrums are pivotal in ensuring team alignment, but for remote or distributed teams, they require thoughtful execution to maintain effectiveness. Here's how you can make the most of your virtual daily scrums:

Leverage Video Meetings Intelligently

Video meetings bring the advantage of live conversation, crucial for real-time collaboration and clarity.

• Respect Personal Needs: Recognize that being on camera can be draining. Offer flexibility by allowing team members to choose when to use their cameras.
• Avoid Fatigue: Encourage camera use for important discussions but provide options for audio-only participation to prevent exhaustion.

Manage Time Zones Wisely

Distributed teams often span multiple time zones. Here's how to navigate the challenge:

• Schedule Smartly: Find a suitable meeting time that works for the majority. For instance, someone might join in the mid-morning while it’s early morning for others.
• Consider Asynchronous Updates: When time zones are vastly different, rely on asynchronous communication like task board comments or chat channels to keep everyone informed without disrupting their work-life balance.

Utilize Visual Tools

Visual aids can significantly enhance understanding and engagement in virtual meetings.

• Screen Sharing: Use screen sharing to display task boards or project management software, providing a clear, visual context for discussions.
• Collaborative Tools: Leverage tools like Miro or Trello for visual brainstorming and task tracking during the scrum.

Define Working Agreements

Creating clear working agreements ensures everyone is on the same page regarding processes and expectations.

• Communication Methods: Specify how team members should communicate, whether through video calls, messaging apps, or emails.
• Collaboration Tools: Decide on which tools to use for documentation, real-time collaboration, and async updates. Popular options include Slack for communication and Jira for task management.

Daily Scrum Pitfalls

There are tempting activities to avoid while conducting your daily scrum meeting. These are some of the common pitfalls to avoid:

1. Using the meeting as a status update

To the product owner, Scrum master, or other stakeholders. The main objective of this meeting is for the development team to answer their three questions so that they can make any needed adjustments to keep the sprint goal intact. It should not be used as a status meeting for developers to report on the progress of their work.

2. Turning it into a problem-solving session

To resolve any blocks that are discussed in the meeting within the 15-minute time frame. One thing will undoubtedly happen if the team attempts this — the meeting will run too long! The Scrum master should advise the team to stay on task during the meeting and defer these problem-solving attempts to time outside of the daily scrum meeting.

3. Focusing on a task board

As a means of tracking progress. The daily scrum meeting is a time for discussion. If the team is staring at a task board, it's wasting valuable time by focusing on the status of tasks and not on talking about making adjustments to its work.

In addition to these key points, there are several other common mistakes that can derail the effectiveness of a daily scrum:

• It’s become a boring status meeting that no one wants to attend. This indicates a lack of engagement and purpose.
• Developers are reporting personal performance to a scrum master or manager, which can undermine the collaborative spirit of the team.
• The meeting isn’t held if the scrum master can’t make it that day. This dependency can disrupt the consistency of daily progress checks.
• The team is trying to solve problems and find solutions during the daily scrum, which should be avoided to respect the timebox.
• The daily scrum is being used to refine work items, which is not its intended purpose. Refinement should occur separately.
• The timebox isn’t respected, leading some team members to feel like the meeting is a burden. It's crucial to stick to the 15-minute limit.
• Some developers think they don’t need to show up, which can result in misalignment and missed opportunities for team synchronization.

By being aware of these common pitfalls and maintaining a focused and efficient daily scrum, teams can ensure they are making the most of their time together and keeping their sprint goals on track.

Master Daily Scrum and Become an Agile Pro

At Easy Agile, we provide products to manage all of your Scrum events. We are passionate about making agile accessible and easy to understand for its participants. In addition to our products, we love to provide resources so you can level up your agile game 💪. Check out our blog and our podcast to become an agile pro!

“Do or do not; there is no try.” While this is certainly Jedi Master Yoda’s most famous quote, it doesn’t exactly apply to agile development. In fact, it’s kind of the opposite of agile. If Yoda were a Scrum Master, however, the quote would look a lot more like this: “Try and again try; that is how you do.”

The Scrum Master facilitates the Scrum team, leading them to a hopeful victory. It’s rewarding, but the Scrum Master role is filled with pressure. The success of the Scrum and the wellbeing of the team falls on the Scrum Master’s shoulders.

If you’re a Scrum Master or aspire to become one, you’ve come to the right place. Master Scrum theory and your leadership skills with our six strategies for Scrum Masters.

Understanding Scrum values and the role of the Scrum Master

Scrum is an agile practice commonly used for product development. It’s based on completing a set amount of work in short bursts — called sprints — so that teams can continuously create iterations as they learn more about a product and its stakeholders.

Ken Schwaber co-created the Scrum framework in the early 1990s to help teams manage complex development projects. He also founded Scrum Alliance and established Scrum.org, an online resource for agile teams.

At the beginning of a Scrum, the product owner decides which product backlog items will be moved to the sprint backlog. From there, the Scrum Master takes over, leading the team through Scrum events, including:

• Sprint planning
• Daily Scrum or daily standups
• Sprint review
• Sprint retrospectives

The role of the Scrum Master is to guide the team through the Scrum process. They facilitate the process, helping the team to master the framework and improve from one sprint to the next.

Characteristics that define a great Scrum Master

Being an effective Scrum Master goes beyond simply following the rules of Scrum. Here are some additional characteristics that truly define excellence in this role:

1. Emotional intelligence

A great Scrum Master possesses high emotional intelligence. This means they can:

• Understand and manage their own emotions.
• Empathize with the team members' feelings and perspectives.
• Facilitate constructive communication and resolve conflicts gracefully.

2. Strong facilitation skills

It's not just about managing the daily Scrum meetings. They need to:

• Encourage open dialogue.
• Ensure every voice is heard.
• Guide the team towards consensus without being overbearing.

3. Adaptability

The landscape of a project can change rapidly. Great Scrum Masters:

• Adapt to changes swiftly without losing focus.
• Help the team pivot strategies quickly while maintaining morale.

4. Lifelong learner

The world of Agile is always evolving. Exceptional Scrum Masters:

• Commit to continuous learning.
• Stay updated with the latest practices, tools, and methodologies.

5. Servant leadership

At the heart of a Scrum Master's role is servant leadership. This involves:

• Placing the team's needs above their own.
• Removing obstacles that hinder the team's progress.
• Empowering team members to take ownership and make decisions.

6. Analytical thinking

A great Scrum Master should be able to:

• Analyze the team's processes and identify bottlenecks.
• Use data-driven insights to foster continuous improvement.

7. Motivational skills

Keeping the team motivated is crucial for sustained productivity. They excel at:

• Recognizing and celebrating small wins.
• Encouraging a positive, collaborative team culture.

8. Excellent communication

Communication is key. They need to:

• Convey ideas clearly and concisely.
• Ensure that all stakeholders are on the same page.

By embodying these characteristics, a Scrum Master not only facilitates effective project management but also fosters a thriving team environment that encourages innovation and success.

Six strategies to become a great Scrum Master

Here are six strategies for Scrum Masters to improve their skills or prepare for their future roles.

1. Don’t forget to be agile yourself

Do you live by agile principles yourself? How agile are you in your leadership style?

Effective Scrum Masters know that they also need to continually improve based on new experiences, successes, and failures. It’s important to learn from your mistakes so that you don’t make them again, but it’s just as important to learn from your successes. Take the time to review your process, including what went well and what didn’t, so you know how you can improve as a leader and facilitator.

2. Get to know your team

Your ability to lead your team is tied to how well you know them. You should continually get to know your team’s strengths and weaknesses. How well do they work together? Who brings out the best in one another, and who doesn't work so well together? Dig deep to truly understand the root dynamics of the team.

Learn more about each individual on the team as well. What do they need help with? What do they excel at? What feedback can you provide to help them grow in their role? How can you help them succeed? Build rapport with your team members by asking how they’re doing, giving and receiving feedback, and finding common ground.

3. Foster a culture of continuous feedback

The agile methodology is based on continuous improvement. How will the individuals on your team improve if you don’t provide them feedback? Likewise, how will you improve if you don’t ask for, and accept, feedback from the team?

Feedback is a two-way street, and it only works if it’s constructive and continuous. Don’t wait until you have something negative to address — you need to regularly provide both positive and negative feedback. Doing this on a regular basis will help you and your team become accustomed to hearing feedback, so it won’t be jarring or off-putting when you do.

As the Scrum Master, you should foster an environment in which all members give and receive constructive feedback.

4. Hone your communication skills

Being in charge doesn’t mean you’re always doing the talking. The opposite is true: Great leaders are great communicators. As a leader, you need to constantly listen to your team, keeping both ears open for any issues your team or the individuals on it may be dealing with.

Actively listen to the concerns of the development team, and consider how each individual on your team prefers to communicate. Do they prefer bold and to-the-point interactions? Or do they need time to ease into a conversation? Everyone communicates a little differently, and understanding your team's preferences will help you make the most of each interaction.

Scrum Masters need to hone their communication skills in order to be effective leaders for their teams. Regularly assess your communication style and its effectiveness, and ask your team for feedback on how you are doing.

5. Make the most of every retrospective

The retrospective is the final event of a Scrum. They are an incredibly important part of the Scrum process, and they should not be overlooked, rushed, or underutilized. As the Scrum Master, you need to take responsibility for making sure retrospectives are effective and occur after each Scrum. Go in with a plan to make the most of every retro meeting.

That doesn’t mean you need to take charge of everything. It’s helpful to let your team run the occasional retrospective. Everyone involved should continually contribute their own ideas to improve the meeting.

Collect regular feedback from your team on how they think your retrospectives are going. Ask for ideas on how they could improve, and change things up. Repeating the exact same questions and retrospective activities will bore your team and lead to reduced engagement.

For more retrospective perspective, read our five steps to holding effective sprint retrospectives.

6. Become a certified Scrum Master

A Scrum Master certification can take you from simple Scrum Master to masterful Scrum Master. While certification isn’t required to become a professional Scrum Master, it certainly helps.

Scrum.org, the website founded by the co-creator of Scrum, offers a three-part certification program called The Professional Scrum MasterTM. The program has three assessment levels that validate your knowledge of the Scrum framework and practical application of Scrum theory.

• The Professional Scrum MasterTM I (PSM I)
• The Professional Scrum MasterTM II (PSM II)
• The Professional Scrum MasterTM III (PSM III)

We’re also big fans of Pretty Agile’s SAFe training programs:

• SAFe Scrum Master SSM Certification
• SAFe Advanced Scrum Master

A certification is a great addition to your resume, and it will help you fine-tune your facilitation skills and Scrum knowledge.

Easy Agile for Scrum Masters

“Try and again try; that is how you do.”

The beauty of agile is that regardless of how many certifications or years of experience you have, there’s always more to improve. Agile is an iterative process in which learning continues from sprint to sprint and project to project. As a Scrum Master, it’s up to you to continue learning the craft and perfecting your facilitation skills, the Scrum Master role involves life-long learning.

Easy Agile builds products designed to help Scrum Masters and agile developers work more efficiently and effectively. Our tools are specifically designed for teams that use and love Jira but need more functionality in order to prioritize customer needs.

Try Easy Agile TeamRhythm to support your team agility from planning through to review. TeamRhythm supports user story mapping, backlog refinement, sprint and version planning, and team retrospectives, building a continuous cycle of improvement right in Jira. It’s a win-win-win for Scrum Masters, development teams, and customers. Try our products absolutely free for 30 days.

A common misunderstanding with agile software development methodologies is that they don't follow a formal process. Each team just does their own thing with little or no planning, and somehow it all works out. Well, we hate to burst your bubble, but software development doesn't work like that, agile or not. 🤯

Just like with traditional waterfall projects, agile projects follow an agile software development life cycle (SDLC). From a process perspective, the primary difference is a linear approach with waterfall and an iterative approach with agile. We'll get into this a little more later.

First, let's walk through how an agile SDLC aligns with agile principles. Then we’ll talk about the agile SDLC in both Scrum and Kanban environments.

How the agile software development life cycle supports agile principles

The Agile Manifesto states four basic values that drive improvement in software development processes. They are:

Individuals and interactions over processes and tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan.

Those are great values! Now raise your hand if you remember the next sentence. Anyone?? Let us refresh your memory: "That is, while there is value in the items on the right, we value the items on the left more."

Too often, new agile software development teams are so excited to start "doing agile" they forget to fully comprehend the entire contents of the Agile Manifesto. We get it — it's hard to remember all 68 words when you're excited. 🤓

So let's take a look at that again: The items on the right have value. That doesn't sound like you should eliminate all documentation, processes, and tools. You actually need some of those things to function efficiently as a team. At the very least, you’ll need to negotiate some type of contract if you're building software for an external stakeholder and you want to get paid.

We'd love to be able to tell you exactly how many processes and how much documentation and planning you'll need, but we can't. Part of being agile is figuring things out as you go along based on your team environment and customer needs. As your agile team matures, you'll begin to inspect and adapt the processes, tools, and project documentation your team needs to work efficiently and effectively.

Now let’s look at a couple of agile software development life cycle models.

The Scrum SDLC model

Remember earlier we talked about waterfall being linear and agile being iterative? Scrum is the perfect agile framework to highlight the difference.

The traditional waterfall model of product development requires several steps before you arrive at a final product. Waterfall projects meet the Definition of Done only after the entire project is complete and in the hands of the user or stakeholder. It's linear — a straight path from start to finish.

The agile method of Scrum, on the other hand, is iterative and adaptive. Scrum teams break the deliverables into smaller pieces with shorter time frames called sprints. The intent is to deliver slices of working software with each iteration throughout the entire product development process.

Rather than a single sprint, as shown above, a full Scrum life cycle looks more like this:

For each iteration, the team plans, develops, reviews, and deploys updates to the product functionality. As stakeholders perform acceptance testing and see the working product, they may ask for new priorities or requirements. That feedback is added to the product backlog to be prioritized with other features and work by the product owner. Then, the process starts again.

Since software is always evolving, this process repeats until the product has either matured to a maintenance level or has reached the end of its useful life and is retired.

Particularly for Scrum, planning is a huge part of the SDLC. Sprint planning brings the team together to prioritize work based on the sprint goal defined by the Product Owner. The daily standup gives the team a chance to coordinate their activities for the day. The sprint review allows the Product Owner and other stakeholders to inspect and discuss deliverables produced during the sprint. And, finally, the sprint retrospective creates the opportunity for the team to reflect on the process, team dynamics, and potential improvements for future.

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Backlog refinement is also a type of planning recommended to be completed prior to a sprint planning session or at the end of a sprint. During refinement, teams can discuss the feasibility of specific functionalities or ideas for development methods to meet the acceptance criteria. They can also plan around resource availability. For example, they might consider creating extra unit tests to reduce the efforts of a tester who will be on vacation part of the next sprint.

The difference between planning in Scrum and waterfall is how much work you plan and when. Waterfall plans the entire project at the beginning. Scrum planning happens all through the development of the product, from the beginning to the end.

The Kanban agile methodology

A Kanban framework has a little different agile process. Work items aren't necessarily related to or dependent on each other. Individual team members can work asynchronously to push new code to production as soon as it's ready. Yet, Kanban is still iterative in that work items are prioritized in a backlog, and then they are developed, reviewed, and pushed to production.

New backlog items are added to the board based on the end-user feedback. The prioritization of work items is regularly reviewed and adjusted, aligning perfectly with the agile value of responding to change.

A big difference with Kanban is that instead of committing to work based on story points and team velocity, each column in the Kanban board can only hold a limited number of work items (WIP limits). This helps teams stay focused, identify bottlenecks in their process, learn where automation might be helpful, and generally understand where their process is working and where it needs a little help.

With Kanban, there is more focus on the continuous flow of work through each stage. The WIP limits help teams identify specific stages that are impeding the workflow so they can figure out the cause, fix it, and ultimately become more efficient. .

Each Kanban team can choose the columns on their board to suit their needs. The goal of Kanban is to improve the speed of work progressing through the board. Close monitoring and measuring work item movement is critical to Kanban teams.

Working with the agile software development life cycle

Whether you're working in a mature company or a startup team, there's value in an appropriate amount of documentation, tools, and process in agile software development methods. In fact, establishing an agile software development life cycle will help your team operate efficiently.

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Remember to refer back to the Agile Manifesto and The 12 Principles Behind the Agile Manifesto if you get stuck. These values and principles don't apply only to what you're building but also to how your team works. The key concept behind agile frameworks is to inspect and adapt — including both the software and how you’re functioning as a team.

Use as much process and documentation as you need, but no more. Look at what you have today and identify key items you don’t think the team can function without. Then add or eliminate steps as you discover the best way for your team to work in an agile framework.

At Easy Agile, we're here to help you get the most out of your agile practices and to help you grow into a high-performance, agile team. 💪 If you want to learn more, check out our other blog articles on agile topics.

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