Agile Best Practice

The 17th State of Agile Report shared that 93% of executives thought that their teams could do the same amount of work in half the time, if their teams collaborated better.

That's quite a statistic. We’ll leave it up to you to decide whether this reflects a lack of efficiency due to poor collaboration, or a disconnect between leadership expectations and the realities faced by development teams.

What we do know is that improving team collaboration has benefits and that improved collaboration is a key benefit of effective agile practices.

So if you think your team could work more effectively, here are six tips for improving team collaboration that we think will make your working life better, and help you deliver for your customers.

1. Agile Teams Are Cross-Functional

Cross-functional teams are the backbone of agile collaboration. It's Agile 101:

The best architectures, requirements, and designs emerge from self-organizing teams.

Manifesto for Agile Software Development

Ideally, your agile team should be able to deliver work independently. The skills and expertise of your team should allow you to handle diverse tasks without creating dependencies on other teams. You can take ownership of the software you're delivering.

The benefit of organizing into cross-functional teams is a greater shared understanding of your project, where you can each see how the pieces fit together. This type of collaboration supports the efficient flow of work and ensures that knowledge and skills are consistently shared.

2. Take an Iterative Approach

Or to put it another way, make it easier to fail fast, so your team can learn why, and correct your course. By breaking down large projects into manageable increments, your team can focus on delivering small, functional parts of working software at regular intervals. This approach goes hand-in-hand with continual feedback from users, ensuring that issues are uncovered quickly and dealt with just as fast. This shared team focus on user feedback, and the shared purpose and collaboration that comes with it, is a key benefit of agile development.

3. Maintain Regular and Transparent Communication

Daily stand-ups, sprint reviews, and planning meetings are all designed to foster regular and clear communication. You and your team should see these meetings as an opportunity to share ideas, discuss progress and blockers, and collaborate. If your daily stand-up is nothing more than a shopping list of tasks, then you're doing it wrong.

If your daily stand-up is nothing more than a shopping list of tasks, then you're doing it wrong.

Someone who has wasted too much time in shopping-list meetings.

Beyond team meetings, clear communication is important anywhere the details of your work are shared. Agile tools like Easy Agile TeamRhythm provide a central platform for prioritizing work and tracking progress. With a central source of truth that everyone can access to understand goals, priorities, and team commitment, collaboration can be more effective, keeping the team aligned and focused.

4. Conduct Team Retrospectives

Hot take: regular retrospectives are the most important agile practice your team can adopt.

Team retrospectives provide a structured opportunity to reflect on your work and discuss how it can be done better next time. This is team-led improvement because you and your team are in the driver's seat. Encouraging honest and open discussions during retrospectives helps build trust among team members and fosters a collaborative mindset. By continuing to work on processes and behaviors, you and your team can improve your performance over time and make your working life better.

5. Use Collaboration Tools

The right tools can make a big difference in team collaboration. The best tools provide a reliable source of truth that the whole team can access, in a place where the whole team will access it. It's a simple concept; a shared understanding of the work is supported by shared and willing access to the same information.

Choose a tool that makes it easy for you and your team to access information and keep it updated. If you're already working in Jira, an integration like Easy Agile TeamRhythm provides a better view of your work in a story map format, with goals, objectives, and team commitment all made clear. Team retrospective boards are attached to each sprint (or spun up as required for Kanban teams) so you have your team-led ideas for improvement tightly connected to the work in Jira.

No matter which tool you choose, make sure it will facilitate better alignment, streamline your workflows, and provide a clear picture of roadblocks and progress. By using collaboration tools effectively, your team stays organized, focused, and connected, no matter where each member is located.

6. Build a Positive Team Culture

It may sound obvious, but a positive team culture is essential for effective collaboration. Creating an environment where team members feel valued, respected, and motivated, encourages the psychological safety they need to share their great ideas, learn from missteps, and collaborate more effectively with their colleagues.

High-performing teams recognize the achievements of others, share constructive feedback, and support practices that lead to a healthy work-life balance. Make it regular, and keep it authentic. A positive culture not only improves team dynamics but also boosts overall productivity and job satisfaction.

Successful Team Collaboration

Effective collaboration can be the difference between your team achieving their goals, or falling short. By embracing agile practices like the regular communication that comes from agile planning meetings, to the learnings that come from taking an interactive approach to development, and creating time for team-led improvement with retrospectives, you can seriously boost your team dynamics.

Easy Agile TeamRhythm Supports Team Collaboration

Easy Agile TeamRhythm is designed to make your agile practices more accessible and effective, helping your team plan, prioritize, and deliver work with better alignment and clarity.

Built around a story map for visualizing work and retrospective boards that encourage team-led improvement, TeamRhythm facilitates sprint and release planning, dependency management, backlog management, user story mapping, and retrospectives.

Tight integration with Jira makes Easy Agile TeamRhythm a reliable source of truth, no matter where you and your team members are located.

Watch a demo, learn about pricing, and try for yourself in our sandbox. Visit the Easy Agile TeamRhythm Features and Pricing page for more.

Easy Agile TeamRhythm

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What is agile PI planning?

PI Planning is a critical event for agile teams to set a clear direction for the upcoming Program Increment or Planning Interval (SAFe 6.0). It helps teams to identify potential risks, assess impact and effort, and benefit from coordination and alignment around priorities and milestones

PI Planning at its core promotes agility. By fostering closer alignment between stakeholders and development teams, it enables effective decision-making, promotes transparency, and encourages adaptive planning. This iterative approach empowers teams to continuously refine their strategies, ensuring successful outcomes and delivering value to stakeholders.

As a result it is necessarily a collaborative process - that ultimately optimizes the delivery of value by blending predictability and agility, while maximizing team efficiency and productivity. But we often overlook how to make the PI Planning event itself more agile.

While an important ceremony for any organization aiming to stay ahead of the competition in today's market - it can also be daunting. From figuring out the right approach to creating feedback loops that keep individuals focused and motivated, there are plenty of complexities when it comes to mastering agile PI Planning.

Additionally in today's distributed landscape, agile teams face unique challenges when it comes to effective collaboration and planning. The key to agile PI Planning agile requires a shift towards more flexible, collaborative and efficient processes and environments.

The key to agile PI Planning requires a shift towards more flexible, collaborative and efficient processes and environments.

This blog post will provide an overview on what challenges there are to agile PI Planning in Jira, and how you can overcome them using Jira together with Easy Agile programs.

Top 3 challenges of agile PI Planning in Jira

1. Collaborating across tools and timezones

Real-time collaboration is essential for agile PI planning, but it is challenging to implement in a remote or distributed environment. The pandemic accelerated the shift to a remote workforce, creating new challenges for PI planning.

Agile teams in Jira striving to effectively plan often face a version of these challenges. One of the most common obstacles teams face is the lack of a visual, intuitive platform that can accommodate the dynamic nature of agile planning. Teams end up using physical boards or switching tools, requiring manual work to implement back into Jira, which can disrupt the flow of work and lead to inefficiencies.

2. Misalignment and miscommunication

PI planning aims to break down silos and bring together multiple teams working on the same sprint. However, with so many teams involved in the planning process, it is common for teams to prioritize their specific goals or issues, leading to inefficient communication. The challenge lies in getting everyone to speak the same language, work to a shared understanding of priorities and ensuring they are all on the same page.

Another hurdle is accommodating cross-team dependencies. Agile teams often work closely with other teams across their organization, and their workstreams are often intertwined. Teams need a straightforward way to visualize these dependencies, to anticipate blockers and plan effectively. What’s more, the process of creating and managing dependencies across multiple teams can become complex and time-consuming.

3. Not being able to see the bigger picture

Lastly, long-term or bigger picture planning can be a struggle. It is easy for PI planning to become too focused on processes and lose sight of the bigger picture where we need to align our goals, objectives and capabilities. In short, it is crucial to align PI planning with the business and customer needs. The planning process should aim to deliver value to customers, build on existing success, and address new challenges. Achieving this requires collaboration, discipline, and creativity.

Teams need to be able to see the big picture and plan work in alignment with the business’ goals and strategy. to Without it, the disconnect can make it challenging for teams to align their day-to-day tasks with their long term goals. The lack of a dedicated space for capturing objectives and their business value can also lead to misalignment and missed opportunities.

So what is needed for agile PI Planning?

When looking for an add-on or additional solution to work with Jira to solve for agile PI Planning, it is key to find one that provides:

1. A shared view and understanding to maintain transparency and alignment for the ART, especially program-level visibility
2. Connection between business priorities and the work of delivery teams
3. Dependency management
4. Real-time collaboration
5. A tool that everyone can use and access to continue collaboration

Agile PI Planning with Jira and Easy Agile Programs

By using Jira and Easy Agile Programs for your PI planning, you can ensure that your agile workflows are streamlined, collaborative, and in line with your strategic objectives. Easy Agile Programs empowers teams to adapt quickly to changes, manage risks better, and deliver value more efficiently. What’s more, it is a native app embedded in Jira, meaning there is little to no configuration as the tool is set up using your underlying Jira data.

Read on to find out how it helps solve the challenges of agile PI Planning specifically.

1. A shared space to collaborate and iterate

The Program Board (ART Planning Board)

Remember, the key to agile planning is flexibility and collaboration, and the ability to adjust plans as necessary. At the same time, it is important to make the process as easy and intuitive as possible and to avoid wasting time on administrative tasks.

If your teams are in Jira, the first place to start is by creating an environment in Jira so there’s less manual overhead and cognitive load for everybody to be able to participate and for planning to translate into delivering. Easy Agile Programs digitises the SAFe Program Board (ART Planning Board for SAFe 6.0) which provides transparency to all members of the ART.

It is built using native Jira issuse and boards, and acts as a single source of truth during and beyond planning. It’s here we have a holistic view of the work we’ve committed to as an ART and an indication of whether we’re on track to achieve it, with the flexibility of making adjustments without leaving the tool should we need to.

The digitised Program Board in Easy Agile Programs is highly visual and also filterable, allowing you to focus in on specific teams, status of issues, or features/epics for focussed ART, PO and coach syncs during the Program Increment/Planning Interview.

The Team Planning Board

Unlike other tools, teams have a dedicated Team Planning Board for team breakout sessions. Here teams can break down features into stories and schedule them within sprints, estimate capacity and plan work collaboratively within and across teams. Given that teams have access to their own backlog and are scheduling work onto their own board in Jira, there is no downtime or double handling.

2. Anticipating and visualizing dependencies

Visualizing and managing program risks and dependencies is not only crucial for effective Planning - but it is also a clear indicator of how well we stay aligned as teams within the ART. Easy Agile Programs is a powerful way to visualize dependencies, enabling teams not only to create, identify, and understand the health of dependencies, but also to resolve dependencies across multiple teams. This fosters collaboration, breaks down siloes and mitigates potential roadblocks to progressing the work.

On the Team Planning Board

When teams are at the stage of breaking down features into stories or epics, they can easily create and understand dependencies within and across teams.This means that work is never created without understanding how it aligns or conflicts with other teams in the ART to maintain alignment. Creating dependencies is easily done through drag and drop:

On the Program Board

Identifying dependencies and potential risks to scheduling work is a critical part of PI Planning. Aside from visible dependency lines, Easy Agile Programs also visualises the health of those dependencies. Green means the dependency is healthy, orange means it is at risk, and red indicates a conflict. Black dependency lines indicate dependencies external the PI or Program - critical for the Release Train Engineers to address between ARTs.

This is all visible on the Program Board where we can also filter by dependencies:

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3. Bigger picture planning and alignment

Third level hierarchy

Connecting the work of the teams to what the business cares about is instrumental in the delivery of value. Easy Agile Programs provides the connective tissue between higher level business priorities and initiatives with third level hierarchy, making it easy to understand what is scheduled to deliver against business priorities and how it is progressing.

PI Objectives

From the Team Planning Board  can easily create draft PI Objectives and link them to Jira issues, ensuring alignment and transparency with business value. This is a critical part of linking what the team is working on to broader business objectives, and Easy Agile Programs literally links the issues to these objectives so that we can filter the work by objective.

Agile planning is iterative, and plans often require adjustments.

Can I still use Easy Agile Programs for planning if I'm not practising SAFe?

Absolutely. Easy Agile Programs is not just for teams practising the SAFe methodology.

The tool is flexible and adaptable, making it equally beneficial for any agile team that values interactive, visual planning. Regardless of the specific framework you use, Easy Agile Programs facilitates clear communication, makes it easier to manage dependencies, provides a shared view of team capacities and progress, and aligns teams with overarching business objectives.

This way, whether you're practicing Scrum, Kanban, or your own unique blend of agile methodologies, you can still leverage the power of Easy Agile Programs to foster a more collaborative and efficient planning process.

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Many organizations, especially those in highly regulated industries, struggle to manage large-scale projects. SAFe, or the Scaled Agile Framework, can provide a solution. (OR That's where SAFe, or the Scaled Agile Framework, comes into play.)

SAFe is a framework designed to help businesses make sustainable changes on a large scale. It offers training and guidance for implementing agile practices across the enterprise, whether it's at a small team level, department level, or throughout the entire organization.

In this blog post, we will delve deeper into the benefits of implementing SAFe, focusing specifically on how it can be utilized within the financial services industry to create a lean enterprise.

Benefits of SAFe for financial services

SAFe (Scaled Agile Framework) is an incredibly valuable approach for organizations looking to enhance their operations. By adopting SAFe, financial services firms can achieve numerous benefits that are specific to their industry.

1. Business Agility: SAFe enables financial services firms to become more adaptable and responsive to market dynamics. By adopting SAFe practices at an enterprise level, organizations can foster a culture of continuous improvement, allowing them to quickly adapt to changing customer demands, regulatory requirements, and emerging technologies.
2. Enhanced Customer Experience: In today's competitive financial services landscape, providing exceptional customer experiences is paramount. SAFe promotes customer-centricity by encouraging regular feedback loops with customers throughout the development process. This allows financial institutions to gather insights, identify pain points, and rapidly iterate on their products and services, ensuring they meet the evolving needs and expectations of their customers.
3. Accelerated Time-to-Market: Time is of the essence in the financial industry. SAFe empowers organizations to speed up their time-to-market by breaking down silos and fostering collaboration between departments. By leveraging agile practices, financial services firms can respond quickly to market opportunities, launch innovative solutions faster ensuring they are first to seize market opportunities
4. Risk Mitigation: Compliance and risk management are critical considerations for financial services organizations. SAFe provides a structured governance framework that incorporates compliance requirements into the development process. This ensures that products and services adhere to regulatory standards.
5. Improved Operational Efficiency: Financial services firms deal with significant complexity, from managing intricate financial systems to addressing regulatory demands. SAFe helps optimize operational efficiency by promoting transparency, communication, and continuous improvement. By implementing Lean principles and agile practices, organizations can eliminate waste, optimize processes, and enhance overall operational performance.
6. Employee Engagement and Empowerment: SAFe emphasizes the empowerment of teams, fostering a culture of collaboration, innovation, and continuous learning. This approach leads to increased employee engagement, as team members feel more involved in decision-making processes and have a sense of ownership over their work. The result is a motivated and empowered workforce that drives organizational success.

Visualizing Dependencies for Seamless Collaboration and Timely Delivery

In the intricate world of SAFe, covering every aspect can be overwhelming. For the purpose of this blog, let's focus on a specific use case.

The financial services industry often deals with complex projects involving multiple teams and stakeholders. In such scenarios, visualizing and understanding dependencies among teams becomes critical. This is where the SAFe program board comes in. It acts as a centralized space for teams to effectively visualize, manage dependencies, and progress transparently.

Consider the example of Easy Agile Bank, preparing to launch its self-service banking platform. Various teams, including software, marketing, and customer success, collaborate to make this launch successful. To ensure a seamless rollout, understanding team dependencies and efficient work scheduling are paramount. The goal is to prevent bottlenecks that could delay the launch of the new self-service banking app.

Let’s take a closer look at what this might look like. Below you can see the Team Planning board in Easy Agile Programs for the Software team. The red, yellow, green and black lines indicate dependencies. Some dependencies exist within the software team, while others are cross-team dependencies with the marketing team.

The color of the dependency lines reflects their health status. A red dependency represents a conflict, yellow indicates at risk, green signifies a healthy state and black indicates external dependencies outside the current view, such as work in the backlog or in an other Program Increments. To avoid bottlenecks, you need to address the red dependencies and the yellow where possible.

With Easy Agile Programs, visualizing dependencies becomes effortless. Teams can act swiftly and adjust plans accordingly to prevent delays in the app launch. For instance, the software team identifies a red dependency with the marketing team regarding the live chat system. While the software team plans to set it up in Sprint 2, the marketing team don’t plan on mapping out the live chat experience and messaging until Sprint 3. The dependency line serves as a visual indicator, prompting teams to discuss and reschedule work.

After a brief discussion, the software team decides to reschedule the live chat setup to Sprint 4. As a result, the dependency line turns green, indicating a smooth progress and successful avoidance of a potential bottleneck.

“When I would ask colleagues how long it would take to untangle and understand dependencies, they would suggest a week. With Easy Agile Programs, it took us three minutes”.

Stefan Höhn, NFON

Harness the Power of the SAFe Program Board

Overall, the program board can help teams prioritize their work and make informed decisions about resource allocation. By visualizing dependencies, teams can identify critical path items and focus their efforts on the most important tasks that need to be completed first. This ensures that teams are working in a coordinated, transparent manner and reduces the risk of unnecessary delays or conflicts.

The SAFe program board acts as a valuable tool for teams to effectively manage dependencies, promote collaboration, and achieve alignment in large-scale agile projects.

Easy Agile Programs allows teams to identify and create dependencies effortlessly, empowering teams to navigate the complex financial services landscape with ease.

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When I first began working as a Scrum Master, I quickly became focused on the world of metrics. I believed that for my teams to succeed, they needed to have a continuously improving velocity, a stable cumulative flow diagram, or a perfect burn-down chart.

Sound familiar?

The problem with these metrics is that they are efficiency, not value focused.

It doesn't matter if a team builds one hundred new features rapidly if none of those actually deliver value to the customer. Efficiency metrics also have a habit of being misused and misunderstood, and this can breed malcontent.

Rather than focusing heavily on the data in retrospectives, I aim to focus on the people. The Agile Manifesto after all is about enabling people and their interactions.

Each of us are beating hearts behind our devices

Making time for human interaction...has resulted in far better outcomes than any beautifully constructed burndown chart.

Through embracing a human-first approach, a team I once worked with learned that they as a group were avid gamers. They'd been working together for years but hadn't known. This team was under a lot of pressure to deliver to difficult timescales and retros had fallen by the wayside.

This was the first thing I focused on; getting them believing in retrospectives again. Taking a human-centred approach, I melted the ice with some unfettered time to talk about non-work stuff “What was your favourite childhood video game”.

Just a few minutes of idle chatter about Sonic, Legend of Zelda, and Mario kicked off a chain of events that started with a few of them arranging to game together that evening, and before long, we had weekly video game-themed zoom backgrounds and retrospectives always had a gaming twist. Think Dungeons & Dragons, Tetris, Pokémon & Among Us.

Another great sign that a team is on the right track is how much they laugh together. This team was noticeably happier as a consequence, the change was drastic, almost tangible.

We aren't just avatars on our screens, each of us are beating hearts behind our devices, with passions, likes, dislikes, and aspirations. Making time for human interaction and building retrospectives that focus on our human side, has resulted in far better outcomes than any beautifully constructed burndown chart.

Why embrace a People-Centred approach?

Let’s delve a little into why you should focus on the human side. What’s in it for you?

• Increased Team Engagement and Participation: When retros are people-centered, team members will feel more connected to their colleagues, they’ll feel more comfortable actively participating, and have an increased sense of ownership of the team's successes and challenges.
• Improved psychological safety: With a people-centric approach, you can more easily create a safe and inclusive environment for team members to share their thoughts and experiences openly, without fear of judgement. This can foster a sense of belonging and increase the overall morale of the team.
• More enjoyment: We spend 8 of our waking hours working and half or more of our adult lives working. We owe it to ourselves to have a bit of fun in the process. A people-centric approach can result in people looking forwards to the next retro. More enjoyment, more engagement, and better outcomes. Simple.
• Better profitability: Oh, and it’s also better for the bottom line. A study by Gallup found a clear link between engagement and profitability in companies. Why are highly engaged teams more profitable? Teams that rank in the top 20% for engagement experience a 41% decrease in absenteeism and a 59% decrease in turnover. Engaged employees come to work with enthusiasm, focus, and energy.

The perfect conditions for continuous improvement.

Looking to get started with a few people-focused retrospectives?

Try a few of these free templates;

Psychological Safety Retro

The Aristotle project led by Google, found that the presence of psychological safety was the biggest factor in high performance for teams. Use this format to build the foundations of psychological safety with your teams, baseline the current levels and develop actions to improve.

Healthy Minds Retro

You wouldn’t let your car go without a service, and I bet your phone battery rarely goes below 10%. Why don’t we place the same focus on looking after our own needs, individually or collectively? Use this retro to narrow in on improvements that improve your team's health.

Spotify Health Check Retro

Famed for the agile framework that was never intended as a framework, some coaches at Spotify also released a team health check format which is great for measuring and visualising progress as a team. The simplicity of this format and its ability to highlight areas of focus as well as progress over time is particularly powerful. The best bit? It’s the team's perspective, not any external maturity model or arbitrary metric.

Autonomy, Mastery, Purpose Retro

Based upon the book ‘Drive’ by Dan Pink which highlighted the surprising things that motivate us, this retro helps teams to investigate the areas of their work which amplify or dampen our sense of autonomy, mastery & purpose. This book was a game changer for me and this retro could change the game for your teams.

5 Dysfunctions of a Team Retro

Another format based upon a highly acclaimed book, this retro builds upon the works of Patrick Lencioni and his 5 dysfunctions of a team. Using this retro, you can highlight the dysfunctional behaviours in your team and collectively solve those challenges together. One team, our problems, our solutions.

Let’s leave you with some things to think about

The key to unlocking the true potential of your teams lies in embracing a people-centered approach to retrospectives. By focusing on the human side of our teams, we can foster stronger connections, create a safe and inclusive environment, and ultimately drive better outcomes for both the team and the organization.

Remember, the Agile Manifesto is about enabling people and their interactions, and by placing people at the heart of our retrospectives, we can build stronger, happier, and more productive teams.

Forget about chasing the perfect metrics, and instead focus on building meaningful connections and fostering a culture of continuous improvement that is rooted in the human experience.

Retrospectives integrated with your work in Jira

Hoping to improve how your team is working together? Easy Agile TeamRhythm helps you turn insights into action, to improve how you’re working and make your next release better than the last.

TRY TEAMRHYTHM FREE FOR 30 DAYS

About Chris

For ten years now, Chris Stone has been fostering an environment of success for high-performing teams and organizations through the use of agility. He has worked across a wide range of industries and with some of the largest organizations in the world, as well as with smaller, lean enterprises.

​As The Virtual Agile coach, Chris intends to enable frictionless innovation, regardless of location, and is a firm believer in enabling agility whilst working virtually. Find him online at Virtually Agile >>

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The seventh principle of the Manifesto for Agile Software Development is:

Working software is the primary measure of progress.

Not story points, not velocity, not estimates: working software.

Jason Godesky
Better Programming

Estimation is a common challenge for agile software development teams. The anticipated size and complexity of a task is anything but objective; what is simple for one person may not be for another. Story points have become the go-to measure to estimate the effort involved in completing a task, and are often used to gauge performance. But is there real value in that, and what are the risks of relying too heavily on velocity as a guide?

Agile estimation

As humans, we are generally terrible at accurately measuring big things in units like time, distance, or in this case, complexity. However, we are great at making relative comparisons - we can tell if something is bigger, smaller, or the same size as something else. This is where story points come in. Story points are a way to estimate relative effort for a task. They are not objective and can fluctuate depending on the team's experience and shared reference points. However, the longer a team works together, the more effective they become at relative sizing.

The teams that I coach have all experienced challenges with user story estimation. The historical data tells us that once a story exceeds 5 story-points, the variability in delivery expands. Typically, the more the estimate exceeds 5 points, the more the delivery varies from the estimate.

Robin D Bailey, Agile Coach, GoSourcing

Scale of reference

While story points are useful as an abstraction for planning and estimating, they should not be over-analyzed. In a newly formed team, story points are likely to fluctuate significantly, but there can be more confidence in the reliability of estimations in a long-running team who have completed many releases together. Two different teams, however, will have different scales of reference.

At a company level, the main value I used to seek with story points was to understand any systemic problems. For example, back when Atlassian released to Server quarterly, the sprints before a release would blow out and fail to meet the usual level of story point completion. The root cause turned out to be a massive spike in critical bugs uncovered by quality blitz testing. By performing better testing earlier and more regularly we spread the load and also helped to de-risk the releases. It sounds simple looking back but it was new knowledge for our teams at the time that needed to be uncovered.

Mat Lawrence, COO, Easy Agile

Even with well-established teams, velocity can be affected by factors like heightened complexity with dependencies scheduled together, or even just the average number of story points per ticket. If a team has scheduled a lot of low-complexity tickets, their process might not handle the throughput required. Alternatively having fewer high-complexity tickets could drastically increase the effort required by other team members to review the work. Either situation could affect velocity, but both represent bottlenecks.

Any measured change in velocity could be due to a number of other factors, like capacity shifting through changes in headcount with team members being absent due to illness or planned leave. The reality is that the environment is rarely sterile and controlled.

Relative velocity

Many organizations may feel tempted to report on story points, and velocity reports are readily available in Jira. Still, they should be viewed with caution if they’re being used in a ‘team of teams’ context such as across an Agile Release Train. The different scales of reference across teams can make story points meaningless; what one team considers to be a 8-point task may be a 3-point task for another.

To many managers, the existence of an estimate implies the existence of an “actual”, and means that you should compare estimates to actuals, and make sure that estimates and actuals match up. When they don’t, that means people should learn to estimate better.
…
So if the existence of an estimate causes management to take their eye off the ball of value and instead focus on improving estimates, it takes attention from the central purpose, which is to deliver real value quickly.

Ron Jefferies
Co-Author of the Manifesto for Agile Software Development
Story Points Revisited

Seeking value

However, story points are still a valuable tool when used appropriately. Reporting story points to the team using them and providing insights into their unique trends could help them gain more self-awareness and avoid common pitfalls. Teams who are seeking to improve how they’re working may wish to monitor their velocity over time as they implement new strategies.

Certainly, teams working together over an extended period will come to a shared understanding of what a 3 story point task feels like to them. And there is value in the discussion and exploration that is needed to get to that point of shared understanding. The case for 8 story points as opposed to 3 may reveal a complexity that had not been considered, or it may reveal a new perspective that helps the work be broken down more effectively. It could also question whether the work is worth pursuing at all, and highlight that a new approach is needed.

The value of story points for me (as a Developer and a Founder) is the conversations where the issue is discussed by people with diverse perspectives. Velocity is only relatively accurate in long-run teams with high retention.

Dave Elkan, Co-CEO, Easy Agile

At a company level, story points can be used to understand systemic problems by monitoring trends over time. While this reporting might not provide an objective measure, it can provide insights into progress across an Agile Release Train. However, using story point completion as a measure of individual or team performance should be viewed with considerable caution.

Story points are a useful estimation tool for comparing relative effort, but they depend on shared points of reference, and different teams will have different scales. Even established teams may notice velocity changes over time. For this reason, and while velocity reporting can provide insights into the team's progress, it must be remembered that story points were designed for an estimation of effort, rather than a measure. And at the end of the day, we’re in the business of producing great software, not great estimates.

Looking to focus your team on improvement? Easy Agile TeamRhythm helps you turn insights into action with team retrospectives linked to your agile board in Jira, to improve your ways of working and make your next release better than the last. Turn an action item into a Jira issue in just a few clicks, then schedule the work on the user story map to ensure your ideas aren’t lost at the end of the retrospective.

Many thanks to Satvik Sharma, John Folder, Mat Lawrence, Dave Elkan, Henri Seymour, and Robin D Bailey for contributing their expertise and experience to this article.

Do you know your customers? As in, really know them?

🥞 What do they eat for breakfast?

😎 Who’s their favourite James Bond villain?

🛁 Do they shower in the morning or at night?

Okay, so you don’t have to get that creepy…

But you do need to know a lot about the customers you’re developing products for. Otherwise, the features you’re working on might not be useful or valuable.

This is pretty important stuff, so let’s take a look at 7 reasons why it’s good to have a healthy level of customer obsession in your agile teams...

1. Agile and customer focus go hand-in-hand

Agile is all about the customer. At least, it should be.

It’s right there in the first two agile principles:

(1) Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.

(2) Welcome changing requirements, even late in development. Agile processes harness change for the customer’s competitive advantage.

You can’t really call yourselves agile unless you put your customers at the centre of what you’re doing.

2. Each sprint should deliver a better product for your customers

One reason why agile should (🤞 in theory - we’ll expand on this shortly) benefit your customers is that every two to four weeks, your users will usually get new features and upgraded products.

This is kind of a big deal when you compare it to traditional project management approaches.

Pre-agile, customers could be waiting many months or even years before they would see any changes. In many cases, by the time updates were released, customers, technologies, and requirements had moved on.

But when you’re agile, it means that:

• Your customers can request updates, features, and changes at any time
• Users should potentially see new features added to a roadmap and rolled out in weeks or months, not years.
• If something’s not working, your customers can report the issue and provide feedback right away
• Users can see how the product is developing and growing
• Your product is moving forward and the customer is moving forward with it
• The product becomes more valuable to your customers over time

… but it’s important to note that all of these really awesome benefits only really apply if you’re prioritising your backlog and choosing features with your customers’ best interests at heart 💞

3. Agile teams need to know what’s valuable to their customers

As we’ve talked about previously, “there is a chasm between the output of a team and successful outcomes for their customers. And the success of a team is measured by outcomes, not code.”

Fact is, your customers have different priorities to your developers.

Your developers likely want to work on projects that they find exciting or fulfilling. But the best agile teams know they need to prioritise the features that matter to their customers. Because if you’re not solving their most important problems, your customers will find someone else who will solve them 😨

4. Customer focus leads to better quality products

When you’re obsessed with your customers, you deliver products that actually matter.

One study found that “quality is influenced by top management’s commitment through customer focus”.

And this makes sense - if your team stays focused on your customers, there’s a much better chance that they’ll build the right things at the right time for the right people. And this is critical to the success of your product and organisation.

It’s also a great way to avoid building bloated products with unnecessary features.

5. Do better planning and prioritising

Your backlog shouldn’t simply be a to-do list. It needs to include feedback from your customers and attempt to tackle their greatest pain points.

Program Increment (PI) Planning in scaled agile relies on a healthy customer obsession to inform your product requirements.

During PI Planning, you’ll discuss the backlog with other teams in your Agile Release Train (ART), prioritise your features, and schedule work for the upcoming iterations.

Without a solid understanding of your customers to inform your backlog, you could end up planning an entire increment that doesn’t deliver anything useful or move the product forward for users. And that’s a pretty costly risk, if you ask us.

6. Do everything better with customer feedback

Teams who are obsessed with customers love getting customer feedback, whether it’s via customer interviews, surveys or just having a chat about their experience 🤓

Customer feedback is incredibly powerful because it can help you:

• Understand your customers - Know what their biggest problems are and what they care about most
• Motivate your agile team - Help your team understand the problems they’re solving, the difference they’re making, and that their work is meaningful
• Spot trends and patterns - Ensure your product adapts to what’s in demand right now and what your customers will need in the future
• Make better products - Find out what’s not working so you can fix it
• Track your progress - See whether customers are happier with your product over time
• Stay relevant - Because products and companies that solve problems stick around long-term
• Get buy in - When your customers are involved in the process, they’ll feel more committed to the product, which can reduce churn
• Improve retention - Reduce churn and keep your customers for longer when you incorporate their feedback and ideas into your product
• Make data-informed decisions - Stop relying on your assumptions and let the data drive your strategy

So customer feedback is obviously awesome, but what do you actually DO with it? How do you share it with the team and turn it into actions? Well, that’s where user story mapping comes in.

7. Agile user story mapping is all about the customer

Most agile teams run user story mapping sessions to discuss what functions and features are needed in the product. User stories are a visual tool for customer focused development, ensuring your customer journey stays front and center throughout development.

This is where customer feedback comes into play. When your team can access a wealth of feedback from users, they can write user stories informed by real data. This gives them a much better chance of prioritizing features that will add value to users right away. And it means they’ll always know what features to work on next.

Plus, it makes it much simpler for your team to reach a consensus, compared to your team of developers butting heads about which features they think should be prioritised 😬💥

By the way, one of the best ways to help your team be more user-focused is to help them streamline the way they do user story mapping 👇

So, if the paper and sticky notes approach isn’t working for you, try a digital user story mapping tool like Easy Agile TeamRhythm.

Simply enter your stories, click and drag to move them around, organise horizontally and vertically, and arrange stories into sprint and version swimlanes. Plus, the Jira integration means that any changes are automatically saved in Jira so that your team can get straight to work.

Sign up for a free 30-day trial of Easy Agile TeamRhythm and let us know what you think!

Being more customer-focused is a solid strategy.

If your team isn’t exactly obsessed with your customers, maybe it’s time to change that?

Because at the end of the day, if you’re focusing on your customers, you’ll make more of the right decisions about what products, features, and requirements you need to work on. Which means your team will find it easier to make decisions, you’ll waste less time, your users will stay loyal, and you’ll build a better product that gets better all the time.

It’s a solid strategy. Everybody wins! 🎉

What is a Scrum Master? The Scrum Master guides the daily Scrum in projects or software development to streamline processes as much as possible. This person applies agile methodologies to guide successful project outcomes.

If you want to become a Scrum Master, learn what defines this role. Explore its duties and how the servant leadership style supports carrying out the various responsibilities it involves.

Find out how the Scrum Master's role benefits product or project development. Finally, discover what qualifications you need to become a Scrum Master and what job types you can apply to complete your studies.

What is a Scrum Master’s role?

A Scrum Master's role is dynamic. They must be flexible and adapt to various circumstances, because the Scrum Master serves a vital role in managing projects.

Every product development project needs a different approach. The Scrum Master must adapt their approach to each position and even play the role of an agile coach at times.

Whatever role the Scrum Master takes on, they play a servant leader role (we’ll review what this is later). So, their responsibilities vary when guiding the team's progress.

Some ways that the Scrum Master works with team members and product owners include:

• Sprint planning with team members and product owners to check that everyone understands what needs to be done
• Solving issues such as work estimation, scope creep and over-committing to work volumes
• Holding daily standup meetings to discuss product issues, backlogs, and any other team member concerns
• Acting as a facilitator to limit blockers that hold the team back from completing iterations on time. The Scrum Master also handles any roadblocks by improving workflows
• Having sprint reviews that ensure team collaboration and helpful feedback
• Holding retrospectives to see how team members can improve
• Monitoring the Scrum board to ensure that all cards are current and that Jira and other software works properly
• Hosting individual meetings to get to know and help team members one-on-one
• Handling portfolio planning tools such as analyzing burndown charts. They use burndown charts and other tools as inputs into what the team needs to build and the cadence levels for their work.
• Making sure that the team members use agile guidelines in their projects. These guidelines help team members meet stakeholder needs.

At the end of the day, the Scrum Master champions the Scrum process for successful project outcomes.

Servant leadership

Part of answering the question, “What is a Scrum Master”? involves looking at leadership styles. These styles include bureaucratic, democratic, transactional, and many others. One style that fits well with the role of the Scrum Master is to be a servant leader, an approach that works well with small teams.

Servant leaders:

• Support a team spirit
• Share responsibility
• Share decision-making
• Focus on achievements instead of faults

Servant leaders find solutions which promote workflows and stakeholder satisfaction.

Scrum Master according to Scrum methodology

The Scrum Guide, written by Ken Schwaber, provides an excellent outline of the diverse responsibilities of the Scrum Master. Here are some of this person’s roles:

• Adopting the role of an agile coach to lead organizational transformation using the Scrum methodology
• Planning Scrum applications to help the organization understand how the new iterative workflow process works and adapt to changes
• Guiding leaders, managers, and other stakeholders in understanding the benefits and applications of the Scrum product development methodology
• Helping increase the Scrum team's productivity
• Collaborating with other organizational Scrum Masters within the organization to help team members adopt agile principles
• Promoting positive working relationships between team members, product owners, and other stakeholders
• Guiding sprint planning, daily stand-up meetings, sprint reviews, and product backlog items

Scrum Master challenges

While the Scrum Master supports a streamlined workflow, their job is not always as simple as it sounds. Here are some challenges they may encounter:

1. Change resistance

Scrum Masters’ concepts may be new to employees, so Scrum Masters can encounter resistance. Either way, the Scrum Master must create solutions to dealing with any resistance to change.

2. Lack of understanding

Not everyone will understand or even like agile processes. A good Scrum Master must overcome this and to help teams connect principles with practical implementation to assimilate agile practices.

3. Gaining leadership support

Scrum Masters can only do their work effectively if they have the full support of leadership. Scrum processes can be pretty challenging, which initially disrupts old processes, making transformation difficult.

Managers may be afraid that the Scrum Master will usurp their authority. Departments may not want to adapt their processes, but the Scrum Master must use agile coach techniques to overcome fears and unwillingness to adapt.

Unless the Scrum Master has the full buy-in of leadership, any change initiative will derail before it even starts.

How Scrum Master positions can work

Role rotation. Agile teams rotate the responsibility of this role between members. For example, each team member does admin tasks for each Scrum meeting.

Part-time role. The Scrum Master takes on additional responsibilities.

Full-time role. The Scrum Master takes on a dedicated, full-time role. They must have the experience to do this work and skillfully show the team how to apply agile practices.

Guiding many teams. A Scrum Master guides several development teams. They monitor the work progress for several teams.

Agile coach. This Scrum Master role involves coaching teams or other Scrum Masters.

If the Scrum Master role interests you, you should know that Scrum Master jobs are common, partly due to the popularity of the agile method.

Organizations often look for ways to improve product development. They want Scrum Masters to help guide the process to get products to the market quicker.

You can look on LinkedIn for positions for good Scrum Masters. Their research shows that these positions are in high demand, so you can improve your skills with Scrum Master certifications. Your prospects are diverse as you can work in manufacturing, health, government, education, and many others.

Scrum Masters can get a Certified Scrum Master (CSM) qualification. They can also be a Professional Scrum Master.

How to become a certified Scrum Master

Scrum.org offers various resources, including Scrum certifications and training. So, if you want to follow a career in agile methodologies and lead a Scrum team, you can become a CSM or a PSM. You can also opt to train through the Scrum Alliance, which has been operating since 2001.

Hundreds of thousands of Scrum Masters have attained qualifications through these organizations. Both provide recognizable certifications at various Scrum Master levels, so perhaps it's time to boost your career.

You can achieve a Professional Scrum Master (PSM) certificate from scrum.org. This is available at three different levels, including:

• The PSM I certificate. This certificate shows that students understand Scrum and its applications as per the Scrum Guide.
• The PSM II certificate is proof that you can apply the Scrum principles and practices in a complex real-work situation.
• PSM III certificate. This certificate shows that students have an in-depth understanding of Scrum Values and can apply Scrum principles and practices in complex environments and situations.

Anyone who wants to improve their career opportunities can sign up with Scrum Alliance to get their CSM certification. You can become a:

• Certified ScrumMaster (SCM). This certificate focuses on servant leaders and how to help the Scrum team work together to enact the Scrum framework.
• Certified Scrum Product Owner (CSPO). This certificate is for anyone involved in the business aspect of projects. If you want to know more about product development, productivity, and meeting stakeholder needs, this one is ideal.
• Certified Scrum Developer (CSD). This certificate is good when you want to know how to apply techniques and tools to build great software products. You will learn how to apply iterative Scrum methods in this certification process.
• The Certified Scrum Professional (CSP) learns how to improve Agile methodology implementation in each project they guide.

Take your career up a notch.

Easy Agile provides a range of resources to help Scrum Masters achieve their agile methodology goals. In addition, you can access resources such as our learning hub and webinars to improve your skills.

Scrum Masters can also explore Easy Agile Programs for Jira to enhance the software development team’s experience. Another excellent resource is Easy Agile Scrum Workflow for Jira.

Enhance your Scrum Master role with resources that make your work easier by overcoming resistance to new learning curves.

The sprint planning meeting helps agile teams plan and get on the same page about each sprint. It’s an opportunity to decide on prioritization based on the product vision, issue urgency, stakeholder feedback, and knowledge from the previous sprint.

The goal of the meeting is to determine which backlog items should be tackled during the upcoming sprint. The team, guided by the product owner and Scrum Master, decide which items from the product backlog should be moved to the sprint backlog for hopeful completion over the coming weeks (sprint duration).

Sprint planning plays a critical role in the Scrum process. The meeting ensures teams enter a sprint prepared, with work items chosen carefully. The end result should be a shared understanding of sprint goals that will guide the next sprint.

While sprint planning should occur before any type of sprint, for the purposes of this article, we will focus on sprint planning sessions for Scrum teams. Continue reading to learn our top tips for a successful sprint planning meeting. 🎉

How does the sprint planning meeting fit into the Scrum framework?

Scrum is a hugely popular agile methodology used in product development. The process involves a series of sprints that are improved upon and adjusted based on continual feedback from customers, stakeholders, and team members.

The sprint planning meeting sees the entire team comes together to decide what work they hope to complete over the upcoming sprint. The product owner helps decide which priority product backlog items move to the sprint backlog. This is an incredibly important phase that guides the team’s goals over the next two weeks.

The Scrum Master acts as a Scrum guide. They help the development team stay on track in each sprint, ensuring everyone gets the most out of the process. The Scrum team works together to complete the amount of work decided on during sprint planning. To ensure everyone remains on track and on the same page, daily stand-ups are held each day. This provides an opportunity for team members to address any issues or potential bottlenecks that could keep work from running smoothly.

Following the sprint, a sprint review takes place, which gives stakeholders an opportunity to provide feedback. Finally, a sprint retrospective meeting gives the team an opportunity to assess and improve upon their process. The Scrum concludes and begins again with another sprint planning meeting.

Here are some tips to make sure each sprint planning meeting sets you up for success:

1. Reserve the same time for sprint planning ⏰

Book your sprint planning meeting on the same day and at the same time every two weeks to ensure your entire team keeps that time slot available. Sprint planning is vital to the success of each sprint — it’s a meeting that shouldn’t be shuffled around.

Pick a time that works for everyone involved, asking for feedback from your team about when is best. Schedule the meetings well in advance in everyone's calendar so that no one forgets about it or books other engagements.

2. Set a sprint planning meeting duration and stick to it ⏳

Sprint planning is important, but that doesn’t mean it should take forever. Set a time limit for your meeting, and do your best to stick to it. If you are well prepared with an agenda and refined backlog, you should be able to get straight to planning.

We recommend scheduling no more than 2-4 hours for sprint planning. Let the Scrum Master be in charge of ensuring the team stays on track and completes planning in the allotted time.

3. Complete backlog refinement before sprint planning begins 📝

Complete your backlog refinement ahead of your sprint planning meeting. Otherwise, you will spend far too much time adding details, estimating, or splitting work.

The sprint planning meeting should be reserved for planning and goal setting. While the backlog shouldn’t be set in stone, it should provide team members with enough details to move forward with planning instead of refinement.

4. Incorporate stakeholder feedback from the sprint review 😍

What insights did stakeholders share throughout the sprint or during the sprint review? You are designing this product for them, so incorporating their feedback is crucial to the end result.

Make sure every decision is based on customer needs. After each sprint, share your product goals and sprint goals with your stakeholders and adjust per their feedback.

5. Incorporate sprint retrospective insights 💡

Sprint retrospectives are a critical part of the agile process, providing a time for the team to discuss how they can improve. There are lessons to be learned every time you complete a sprint or iteration. Agile continually takes what a team learns and turns those experiences into actionable improvements. So, ignoring these lessons would be very un-agile of you. 🤔

How did the last sprint go? Was each team member satisfied with the process, and what was accomplished? What changes did your team decide would make the next sprint more effective? Use these insights to make each sprint better than the last one.

6. Clearly define what success looks like ✅

Set clearly defined goals, objectives, and metrics. What is the definition of done? How will the team know if they are successful? You should leave the sprint planning meeting with a clear idea of what needs to get done and what success looks like.

7. Use estimates to make decisions based on team capacity 📈

Overloading your team or any individual beyond their capacity does far more harm than good. The team will be more likely to make mistakes, and morale will diminish as goals remain consistently out of reach.

Use agile estimation techniques and story points to better understand workload and capacity. How much work and effort is needed to accomplish your goals? Ensure you set realistic and reasonable goals based on your best estimations.

8. Align sprint goals with overall product goals 🎉

Ensure you have a goal for the sprint and that all backlog items relate to the end goal. Your sprint goals should work alongside your overall product goals.

Failing to prioritize your objectives can result in a random selection of to-dos. Completing disconnected backlog items will still get work done, but it will result in unexpected outcomes and a low sense of accomplishment for the team. Each backlog item should be chosen with a clear purpose that relates to your product and sprint goals.

9. Leave room for flexibility 💫

Any agile methodology is flexible by nature, and Scrum is no exception. If there isn’t room for flexibility, something has gone seriously wrong.

It's important to acknowledge that not everything will always go to plan. You will continually find new information, stakeholder insights, and dependencies that the team will need to adjust to along the way. Ensure the team understands they need to be flexible and that they are supported throughout each sprint.

Sprint planning made easy

The effectiveness of sprint planning can make or break the coming week for a Scrum team. It’s important for the development team to take the necessary time to prepare for each upcoming sprint. This means going into the meeting with clear goals, objectives, stakeholder feedback, and a refined backlog.

Make the most of your sprint planning and do it with ease using Easy Agile TeamRhythm. Transform your flat product maps into dynamic, flexible, and visual representations of the customer journey. Story points will help your team make decisions and account for capacity while keeping the customer top-of-mind.

Learn more about the benefits of user story mapping and read our ultimate guide to user story maps.

Do your teams have a clear understanding of what needs to be done – and why?

One of the keys to being agile is to focus on the work that matters. This means working on projects that add value to the business and contribute to performance. But for many organizations, teams can get caught up on the latest feature or development, without understanding how that relates to the bigger picture of what the business cares about.

To keep your team focused on what they have set out to achieve in order to deliver value and achieve business outcomes, setting smart PI Objectives is essential. We look at why they’re so important, what makes a good PI objective, and how you can use them in your organization.

At a glance:

• PI objectives help teams understand how what they’re doing matters to the business.
• Good PI objectives are SMART – specific, measurable, achievable, relevant and timebound.
• Linking features to PI objectives within the same tool makes it easier for teams and stakeholders to see how work is achieving business objectives.

What are PI objectives?

When an agile team gets together for a PI planning session, there are two key outputs:

1. The Program Board (ART Planning Board in SAFe 6.0) covers big picture information such as features, dependencies between teams, and milestones. A feature is an agreed upon piece of work identified as being important to meeting business needs. For software development teams, this might be a new product feature. For marketing teams, it might be a website refresh or an advertising campaign.
2. PI objectives link the scheduled features to broader business objectives and value. This helps align work that needs to be done with broader business goals. They are then broken down into committed and uncommitted objectives.
   1. Committed objectives are those the team is confident they can deliver within the Program Increment. These objectives have been committed by the team through a confidence vote.
   2. Uncommitted objectives are those the team have low confidence in delivering but can help to build a buffer into the PI. This is because while the outcome of these objectives may not be certain, they are included in the teams capacity and plan for the PI should capacity remain after delivering on committed objectives.

The benefits of having smart PI objectives

PI objectives link what teams are working on to what the business cares about. They create alignment with business objectives by clearly connecting features to business value. As a result, teams know how their work is adding value.

Smart PI objectives provide a framework for this. They help build trust, create a shared language, and provide a clear direction. Everyone in the team can then understand what they’re doing, why they’re doing it, and why it’s important.

Without smart PI objectives in place, teams can spend time on tasks that aren’t adding value to the business and impact agility.

PI objectives are essential to your ability to measure success. Completing features alone isn't enough - they must drive a business outcome. They help get teams clear on why the work they do matters and define what success looks like.

What makes a good PI objective?

We’ve talked about why PI objectives are so critical, and now we’ll explain what makes a good PI objective.

Good PI objectives:

• Allow the business to see deliverables in a set timeframe
• Provide clarity on how scheduled work fits into the big picture
• Enhance communication between teams and stakeholders
• Include no more than 7 to 10 objectives in total
• Aligns with what the business cares about
• Are clear on why it’s important and what it will deliver
• Are understood by anyone who picks them up

Are SMART – that is, specific, measurable, achievable, relevant and timebound

PI objectives need to be SMART

Using the SMART goal-setting framework to write your PI objectives helps keep your objectives clear and concise. Under this framework, your PI objective needs to be:

• Specific – Clearly and explicitly state the intended outcome of your objective.
• Measurable – Describe what your team needs to do to achieve the objective and how they will quantify success. Stakeholder feedback should form part of this.
• Achievable – Ensure the objective is realistic and within your team’s control and influence.
• Relevant – Align the objective with overall business objectives.
• Timebound – Set an appropriate timeframe to achieve the objective within the PI.

Team PI objectiveEnsure Easy Agile server customers have a seamless option to migrate to cloud by implementing JCMA and site import/export by the end of Q3.

Tips for writing SMART (and smart) PI objectives

Typically, many teams will run PI planning sessions in one tool, and then use another tool (like Confluence) to record PI objectives.

But separating PI objectives from the planning sessions makes it hard for the team and stakeholders to see how the work is shifting the dial for the business.

With the Easy Agile Programs, you can directly link your features to your objectives within the same tool. You're also able to describe the objective within Easy Agile Programs and assign business value:

By connecting features to PI objectives within the same tool, teams and business stakeholders gain clear visibility of work. They can see how their work is helping to achieve business objectives.

Learn more

Using the SMART framework to define PI objectives helps your teams focus on the right work. They align projects with broader business goals while providing a shared understanding across teams. By working towards the same purpose, they help keep your teams and organization productive and agile.

You can with Easy Agile Programs

Ready to bring your PI Objectives into Jira?

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One question that often arises is, “What are the indicators of a highly effective Scrum Master?" When striving to become an exceptional Scrum Master, consider the following:

• Identify Repeated Mistakes: While occasional mistakes are expected, it is important for the Scrum Master to collaborate with the team to identify recurring mistakes. By implementing policies and practices, the team can prevent these mistakes from happening again.
• Address Systemic Issues: If the team consistently encounters the same issues, the Scrum Master must recognize the presence of systemic problems. Working with the team, the Scrum Master can establish countermeasures to prevent these issues from reoccurring.
• Measure Improvements Over Time: Are we continuously improving as a team? Assess whether the team is more effective now compared to prior periods, such as 6, 9, and 12 months ago. Similarly, consider if the team will be better in the future. If progress stalls, it may be necessary to reevaluate the effectiveness of the Scrum Master.

If your team is progressing across all three of these areas, that’s a great sign that the Scrum Master is effective and that the team is learning and improving.

To drive continuous improvement, the Scrum Master should utilise the retrospective. The retrospective is a Scrum event conducted after the Sprint Review to evaluate and adapt the process and the team's ability to deliver products effectively. During this session, the Scrum Master guides the team in celebrating successes and exploring areas for improvement.

7-step checklist used by Scrum Masters during retrospectives to address problems:

1. Discuss the Problem: In the retrospective, the Scrum Master facilitates a discussion to identify the main challenges faced by the team.
2. Assess Impact: Determine the urgency and impact of the problem. Immediate action may be required for highly impactful issues, while less pressing matters can be addressed later.
3. Identify Root Causes: Understanding the root cause allows the team to gain deeper insights and generate potential solutions.
4. Generate Solutions: Once a significant problem is recognized, the Scrum Master guides the team in brainstorming solutions to address the issue.
5. Implement Solutions: This step is carried out in the subsequent retrospective. The Scrum Master ensures that the proposed solutions are tried and tested.
6. Evaluate Initial Results: Assess the effectiveness of the implemented solution. Did it fix the problem, make it worse, or have no effect?
7. Determine Next Steps: Based on the results, decide whether the problem is resolved or if further action is needed. This may involve continuing with the current solution or pivoting to a different approach.

For example, let's consider a team struggling with high defect rates. Their defect rates surpass both the organisation's average and industry standards. Here's how the 7-step checklist could be applied:

Step 1: In the retrospective, the Scrum Master raises the issue of high defect rates for discussion.

Step 2: The Product Owner shares feedback from the help desk team, highlighting customer complaints and the negative impact on sales.

Step 3: After deliberation, the team recognizes that many defects are missed during manual testing and identifies the lack of test automation as a contributing factor.

Step 4: A team member with experience in automated testing proposes implementing unit-level automated testing practices.

Step 5: In the subsequent retrospective, the team reports applying the new unit testing practices to all their work during the sprint.

Step 6: The team acknowledges that the automated tests identified six defects that would have otherwise been missed.

Step 7: The team agrees to continue using automated unit testing practices and plans to expand to integration-level testing as more of the codebase is covered.

By utilising this 7-step checklist, Scrum Masters can effectively leverage retrospectives to address recurring mistakes, resolve ongoing issues, and foster continuous growth and improvement within their teams.

“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.

Business agility alone is no longer enough to succeed in today’s rapidly changing digital age. To compete and thrive, companies need to deliver value at speed and remove anything that gets in the way of seamless workflow. SAFe® flow accelerators can be the key to unlocking this momentum – but how do you successfully apply them to consistently deliver value?

SAFe methodologist Rebecca Davis sat down with Easy Agile's Jasmin Iordanidis to reflect on the concept of flow and business agility. In this article, we share their tips on how to accelerate flow in your organization. You'll learn:

• Why you need a flow mindset for flow accelerators to be successful
• How improving flow improves customer outcomes
• How to work with flow accelerators

Why flow begins with having the right mindset

Under the SAFe® framework, flow is present when a company can quickly, continuously, and effectively deliver quality products and services that deliver value. This requires all individuals and teams in the value stream to be working optimally with minimum delays and rework, an approach that is significantly different to the traditional ways of work.

“Mindset is big when it comes to working in this way,” said Rebecca. “Rather than simply following policy or the way things have always been done, people need to have conversations and ask questions to find ways to improve. And that means everyone in the company, whether you’re at the team or solution or executive level, needs to really understand and live these principals”.

This makes cultivating a flow mindset of open communication and information sharing across all teams and levels essential. It helps pave the way for accelerated feedback loops that help identify blockers early, rectify issues fast, and facilitate continuous, seamless workflow.

How improving flow improves customer outcomes

SAFe® flow accelerators help work flow through the system without interruptions so your company can deliver continuous value in the shortest amount of time as possible. They do this by helping to remove interruptions, progress work quickly, and create a smooth workflow, which together improve productivity across the value stream. “Accelerators are tangible levers you can pull to improve flow,” said Jasmin. “You can apply metrics to each accelerator so you can quickly assess whether it’s working and adjust accordingly”.

This improved productivity generally leads to improved output from your people. “By removing blockers, you can give people in your business more time to do the work that makes them happier and that makes a difference,” said Jasmin. “They can do more deep work - in whatever form that looks like for them – and ultimately, this leads to improved customer outcomes”.

What are the eight SAFe® flow accelerators?

The SAFe® framework includes eight flow accelerators, with each designed to address a specific activity that interrupts value flow.

1. Visualise and limit WIP: Too much WIP confuses priorities, overloads people, and reduces productivity. Continually adjust WIP to better match demand to capacity and help increase flow through the system.
2. Address bottlenecks: Bottle necks cause the value stream to operate well below capacity. Focus on eliminating dominant bottlenecks by adding additional skills, people, or other resources.
3. Minimise handoffs and dependencies: Excessive handoffs and dependencies can cause rework and delays. Create teams and ARTs with all the knowledge, resources, skills, and decision-making authority to create an end-to-end flow of value.
4. Get faster feedback: Fast feedback helps speed up learning and improvement. Build mechanisms and processes to collect, analyze, and evaluate data early in the development process.
5. Work in smaller batches: The smaller the batch size, the faster teams can collect and evaluate feedback and adjust. Optimize size by balancing the trade-offs between holding cost and transaction cost.
6. Reduce queue length: Long queues lead to waste, delays, and information decay. Start tracking queue length and keep backlogs short to create flexibility to work on new high priority tasks.
7. Optimise ‘time in the zone’: People and teams in the zone demonstrate higher creativity, productivity, happiness, and fulfillment. Focus on creating an environment where workers have time and space free from interruptions.
8. Remediate legacy policies and practises: Legacy policies can become part of the culture and inhibit flow, even when they are no longer fit for purpose. Take steps to identity these policies then eliminate, modify, or mitigate.

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‍4 steps to winning with  SAFe® flow accelerators

1. Build a hypothesis

The first step is to build your hypothesis. Clarify what you believe will change and think about when you might first see if flow is moving in a different way to how it was before.

TIP: Start conversations and gather insights from the teams that will be directly impacted by these changes.

2. Choose high-impact accelerators

When choosing which accelerators to focus on, you’ll need to start with reading, digesting, and understanding them all. You can then take these learnings and start conversations with people on the ground to get an idea of where improvements can be made. “There are no sequential steps to follow when it comes to the accelerators,” said Rebecca. “Once you’ve found areas of improvement, you can self-select which accelerators you think will have the most impact and start working with those”.

TIP: Remember if you can’t see it, you can’t accelerate it. So, if you don’t know where to start making improvements, look out for any friction points or gaps in the value stream.

3. Decide when to check progress

“There’s no one-size-fits all answer as to when to check whether an accelerator is improving flow,” said Rebecca. “How long you need to wait depends on the action and the insights you gathered when building your hypothesis”. This means that for some actions, you can check whether flow has improved the next day while others may take a few weeks to see results.

TIP: Identify the earliest moment you can look back and see that something has changed and note this as your time to check in.

4. Use flow metrics correctly

It’s important to remember that flow metrics are not to be used as punitive measures but instead as a marker to measure whether an accelerator has improved flow. For many people, this requires a mindset shift away from thinking that if something goes wrong or if it fails, it didn’t work. And that means that sometimes, there may be a risk that the metrics may be used in a negative way.

“It helps to understand that sometimes people fall back on old behaviours when things get hard – and that includes people in leadership positions,” said Rebecca. “So be honest and courageous if you see metrics used in a negative way. This can help the team get back to the reasons why the metrics are being used in the first place”.

TIP: Build and maintain trust by clarifying how each metric helps improve outcomes and deliver value. If there is no clear link, then consider dropping it.

Accelerating flow helps teams focus on delivering value

Creating time and space for teams to focus on producing value can help your organization respond more quickly to changing customer needs and business conditions. SAFe® flow accelerators can help remove unnecessary work and blockers to create an environment of continuous improvement, optimization, and consistent value creation.

To improve flow across your organization, learn how Easy Agile Programs empowers your organization to visualize where you may have conflicts or risks to work not progressing and to easily unblock these so teams can maintain momentum and continue to deliver value.

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If you have been running retrospectives for some time prior to 2020, you may be familiar with the follow agenda for a 1 hour session:

It is quite possible that as your team transitioned to working remotely from 2020 onwards, that retrospectives were still run in realtime but in a virtual setting using Zoom/Teams/Meet rather than in person.

Here at Easy Agile where we have flexible work arrangements, most team members usually spend 1-2 days a week in the office, though we now also have team members working interstate who are 100% work from home. As a result, all our teams really value their F2F meeting time whether it be in person or virtual, so we try to maximise that F2F time as much as we can for those important debates and conversations where the entire team can listen and participate in real time.

How Easy Agile uses TeamRhythm retrospectives to maximise team time

1. Team members can add items to the retrospective board anytime during the sprint

The team is reminded and encouraged to add items to the retrospective board at any time during the sprint, whenever it is top of mind. This can be done asynchronously without any time constraints. Items added like this tend to be worded better because it has not been rushed within the timebox of a traditional retro setting. Capturing the item when it’s top of mind ensures that these items are less likely to be forgotten when the team sits down together to run the retro at the end of the sprint.

2. The team self reviews the retro board during the sprint

The team can review the items on the retro board during the sprint and ping the author of a particular item if they are unclear as to the content of the item. With this feedback and over time, Easy Agile teams have learnt to write in a more specific manner where the item is less likely to be incorrectly understood.

3. Facilitators categorize items before the meeting

Grouping and sorting retro items during the meeting itself can often be a rushed and sometimes stressful event, especially if it is left to just the facilitator to do it while running the meeting at the same time. At Easy Agile, the nominated retro facilitator looks at the items of the board ahead of time and uses categories to label and group like-minded items together.

4. Face to face time are primarily for debate and action setting

Easy Agile retrospective meetings now mainly focus on reviewing and discussing those retrospective items already pre-labelled into specific categories, and deciding on what actions need to be taken in order to improve on future sprints.

The timing of a retrospective at Easy Agile now typically looks like this:

Wrapping it up

By encouraging the team to capture any lessons/thoughts they would like to share during the course of a sprint by capturing it as soon as it comes up on that sprint’s retro board, the majority of the time spent during the retrospective meeting at the close of a sprint focuses on meaningful conversations, ideation, candid feedback and debates and more thoughtful actions.
Less time is wasted with the team sitting silently trying to recall what worked or didn't work during the last two weeks and then having to type it out quickly and have it make sense to the rest of the team.

Just one more thing…

By the time you read this, we will have provided users with the ability to add items to a retrospective board directly from the Jira issue viewer, so now the friction to add a retrospective item is reduced by one less step.

And we also plan to provide the option to display any outstanding retrospective actions from previous sprints on the current retro board.

How do you and your teams run retros? Do you have any tips that you would like to share with us? We would love to learn from you as well. Please email us at hello@easyagile.com with subject: Retro tips.

Software development is incredibly dynamic and results-driven, with rapid innovation and technology changing all the time. So if you want to keep with it all – just like you do with the Kardashians – you need a flexible way of working that suits your organisation. If you’re struggling to work out how to coordinate multiple agile teams and scale agile transformations, Scaled Agile (SAFe) might be for you.

But what exactly do we mean by SAFe, and how can it help your enterprise work better together and more effectively serve your customers?

Read on as we discuss the differences between SAFe and agile and how you can use SAFe within larger companies. Below, we’ll cover why agile is still best for small teams and why enterprises should consider scaling up.

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What is SAFe?

Scaled agile framework, or SAFe, makes it easier for large enterprises to implement lean agile practices to improve their product and meet stakeholder requirements.

SAFe is a body of knowledge that has structured guidance on roles and responsibilities, work planning and work management, and core values.

SAFe is a combination of different agile practices, but it introduces one unique aspect: lean thinking.

Lean thinking should ensure no resources go to waste during the software development process. Trust us, your thrifty side will thank you. #ZeroWaste 💃🏼

SAFe also encourages people to apply systems thinking to three crucial areas: solutions to pain points, workflow management, and revenue streams.

Here, solutions refer to products, services, or systems that are delivered to the customer. Large solutions have several interconnected parts, so managers need a broader approach to see how they fit into the bigger picture.

People who follow the SAFe framework should think about the involved stakeholders and processes. If any organization wants to optimize how their teams work, they need to become cross-functional, remove silos, and make new working arrangements with suppliers and clients.

This can be a big change for many large companies with poor cross-functional collaboration.

The enterprise also has to define how value flows from concept to cash in the solution department value streams, which is a series of steps used to create value in SAFe. Plus, it's management’s job to maximize value flow across organizational as well as functional boundaries.

People often confuse agile to be the same as SAFe, but they have some key differences.

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SAFe vs. agile: How do they differ?

Agile is a repetitive product development method that helps ensure the continuous delivery of tasks assigned. In other words, it's like Monica from Friends. She’s reliable and good at what she does.

In agile, cross-functional development teams work off a single backlog and break work into sprints, which means breaking down tasks into time-defined, smaller groups. This makes every person aware of what is expected of them, which, in turn, promotes productivity and increases the likelihood of better results.

That said, agile is mainly designed for smaller teams. Think 10 or fewer people. But if you’re an enterprise, don’t start sweating yet. In its simplest form SAFe is an agile framework for businesses that operate on an enterprise level. Enterprises are usually corporations that have hundreds, if not thousands, of employees and teams. So the number of people engaged is definitely larger.

The benefits are different as well.

Agile provides project managers, leaders, sponsors, and customers with various benefits, including faster turnaround time, resource wastage reduction, improved strategic focus on customer needs, better team collaboration, and feedback.

The biggest advantage of SAFe is it’s suited for enterprise problems. It keeps the size of the teams in mind as it helps increase productivity, make efficient project framework planning, and quicker codification of agile practices.

Having said that, SAFe and agile aren’t exactly on different planets.

The essential SAFe and agile core values are similar – but they aren’t exact. SAFe principles prioritize the following four:

• Alignment
• Transparency
• Built-in quality
• Program execution

Whereas, the core values of agile include:

• Customer collaboration over contract negotiation
• Faster response to change over a plan
• Working software of work comprehensive documentation
• Individuals and interactions related to processes and tool

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So, SAFe inspires lean-agile decision-making across large product management projects, while agile development promotes self-organizing, autonomous teams..

Organisations operating on a larger scale should consider scaling agile – which is exactly what SAFe is. Keep reading as we discuss this in more detail.

Why enterprises should consider scaling up from agile

Before discussing SAFe further, you have to understand what happens to relationships and communication when teams get larger.

The larger the team, the greater the number of relationships. Every new person adds some individual perspective to the team, but they can also increase overhead communication.

Let’s explain things from a mathematical point of view.

Imagine a team that consists of seven members. The total number of one-on-one relationships within the team is 21. But when you increase to nine members, the relationships between every individual becomes 36. Yep, that's the difference it can make! *mind blown*

How does SAFe serve larger teams better?

You may already be familiar with Scrum and Kanban – both of which are agile frameworks and are most effective at the individual team level in sectors primarily born out of software development, including DevOps and portfolio management.

It also means that adopting these perspectives when multiple teams are involved won’t be useful. #Frustration 😔 Although large-scale scrum is a possibility, product owners and product managers often look for other solutions.

SAFe goes beyond the team level, which, in turn, results in better alignment across teams and workload visibility. You're also able to make better predictions related to dynamic market conditions and ever-changing customer expectations.

*enter PI Planning or program increment planning*

PI Planning within SAFe can ensure better collaboration and decision-making between teams. Team leaders can decide on features to work on next, identify dependencies, and develop a new plan for program increment in a much more effective and efficient manner.

So teams work with each other and not against. #Win 🥳

A full SAFe adoption can solve enterprise pain points and boost competencies

Keep reading as we discuss how SAFe solves large enterprise pain points in a way agile alone cannot.

Make processes configurable and scalable

Implementing SAFe for larger teams isn’t difficult – all you need to do is add a layer to the process map. And take your patience levels up a few notches. These changes can help the team visualize how the different teams can continue to work together harmoniously after any change.

In other words, business agility won't have to be compromised.

The Agile Release Train (ART)

An ART enables Scrum and Lean teams to experience the benefits of proper process alignment that the Program and Portfolio processes expand upon as the team starts to grow.

Clearly defined processes and roles

It’s normal for teams to face problems, but with SAFe, they'll get a better idea of how to solve them by improving their thought processes and utilizing specific tools.

What's more, the SAFe website has an in-depth explanation of concepts along with process maps that serve as visual aids to understand the said concepts and processes.

Scaled Agile improves team collaboration

SAFe helps large organizations carry out large-scale, mission intensive projects better. The combination of existing lean and agile principles can play a very positive role in facilitating better communication and control between multiple teams.

As a proud Scaled Agile Platform Partner, Easy Agile Programs enables Release Train Engineers and Program Managers to effectively manage programs at a ‘team-of-teams’ level to deliver alignment at scale.

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If you want to learn more about agile teams and frameworks, we have plenty of guidance that can help you ensure better results for your organization.

You’ve come to the end of your sprint. Your team planned and prioritized the most important tasks and executed them as well as possible. It’s just almost time to begin planning again, and jump into the next sprint...

BUT — there’s a critical step you've overlooked.  The team retrospective meeting.  

What went well? What didn’t go well? What do you need to improve upon for next time?

We built this guide based on years of agile training and software development experience. Our ultimate guide to retrospectives has everything you need to run effective retrospective meetings, including the benefits of retrospectives, how to run them well, and extra resources.

An intro: what is agile?

But first, a review of agile. If you’re already familiar, feel free to skip ahead to the next section on retrospectives.

One of our favorite ways to differentiate the agile methodology from traditional, waterfall project management is to compare the approaches to jazz vs. classical music.

In classical music, a conductor brings a piece of music to an orchestra. The conductor guides the group through the piece, dictating exactly what happens where and when based on their own previously decided ideas. It’s a lot like traditional project management. A project manager creates a plan, brings it to their team, and tells them how to carry it out. Each step plays out as it was designed to, under the careful observation of the project leader.

Now, consider jazz music. Jazz is collaborative, with each bandmate feeding off of each other in a flexible environment. The band doesn’t go in completely blind. Everyone is working off of a piece of music — but it’s not strictly adhered to, allowing for new directions to be discovered in the moment. The band, just like an agile team, works together to create music flexibly and iteratively, with each iteration a little different — and hopefully even better — than the last.

💡 Learn more: Agile 101: A Beginner's Guide to Agile Methodology

Traditional project management isn’t flexible. Instead, team members must work in a sequential order that’s dictated by the original plan and project manager. Think of an assembly line. The same steps are followed from project to project. The linear structure means that if one piece of a project stalls, the entire project stalls.

Agile, on the other hand, is non-linear. It focuses on collaboration between team members, flexibility, and delivering consistent value to stakeholders throughout the development process. Each new iteration yields actionable insights about what’s working and what isn’t. This multidimensional way of working eliminates the bottlenecks and dependencies that are common with traditional project management.

What is a retrospective?

Retrospectives are a staple of many agile processes. They can be a critical moment for teams to come together and provide feedback about how processes can improve. Retrospectives keep the agile process — well — agile and encourage continuous improvement. No matter how well the last sprint went, there is always something that can be improved upon for the next iteration.

Agile retrospectives help agile teams gather data and feedback from those involved in the Scrum process. In Scrum, a retrospective is held at the end of every sprint, which is generally every two weeks. The retrospective is a chance for all team members to share what went well, what didn’t, and what could be improved upon for next time. The insights are taken into account in the next planning session to ensure teams learn from their mistakes, successes, and each other.

How retrospectives fit with Scrum

Retrospectives are conducted in a variety of agile methodologies, but for the purposes of our Retrospectives Guide, we’re going to discuss retrospectives within the Scrum process. It’s one of four critical meetings used in Scrum, coming at the conclusion of each sprint. So, how are retrospective meetings utilized in Scrum?

Scrum artifacts

Artifacts are the pieces of work the team completes over the course of the sprint. The product backlog is a compilation of tasks that the team believes need to get done in order to complete a product or iteration of a product. The product backlog is large and not very refined.

Items from the product backlog get moved into the sprint backlog when it’s time for them to be completed. The sprint backlog represents everything the team hopes to accomplish over one sprint, which generally lasts for two weeks. The sprint backlog is more refined — it focuses on the current state of the product, stakeholder feedback, and customer needs.

Scrum roles

There are three Scrum roles, and each has different duties within the Scrum framework. The product owner prioritizes the work that needs to be completed over the course of each sprint. They refine and prioritize backlog items, moving the necessary product backlog items into the sprint backlog.

The next role is the Scrum Master, who guides the team during the two week sprint, ensuring the Scrum framework is adhered to. This person is an expert in all things Scrum and can act as a facilitator during daily stand-ups and other important meetings. The Scrum Master tends to play a key role in leading retrospectives.

Lastly comes the development team. They make up the bulk of the team and complete the work set out in the sprint backlog. The development team participates in planning, attends daily stand-up meetings, and delivers work to the client and stakeholders.

Stakeholders and customers, while not directly on the Scrum team, play important roles in the Scrum process. Stakeholder and customer needs must always be at the forefront of development decisions. Stakeholders should be brought in early and often to provide critical feedback as a product is being developed.

Scrum ceremonies

The Scrum ceremonies are the events that take place within the Scrum framework. First comes sprint planning to set the stage, then daily Scrums or standup meetings, followed by a sprint review and a sprint retrospective.

The sprint planning meeting is when everything gets set up for the next sprint. Sprint planning meetings are opportunities to prioritize backlog items and get the entire team aligned on their goals for the upcoming two weeks. Without planning, the team won’t have clear goals, and they won’t know what tasks to tackle next.

The daily stand-up, sometimes called a daily Scrum, occurs every day of the sprint. The entire team participates in this daily meeting that updates everyone involved in the sprint. During the meeting, team members update each other on what they accomplished over the past 24 hours and what they hope to accomplish over the next 24 hours. This time also serves as an opportunity to discuss any issues that occurred or potential roadblocks that could prevent work from moving forward smoothly.

The sprint review meeting happens at the end of the sprint and is an opportunity to discuss the success of the sprint based on what tasks are considered “Done.” The sprint review can also bring stakeholders into the Scrum process to ensure everyone still aligns on where the product is going and what should happen next. Stakeholders provide invaluable insights that ensure the team stays on track to meet customer needs.

The last ceremony in the Scrum framework is the shining star in our guide. The sprint retrospective meeting arrives at the end of every sprint. It’s a critical meeting that helps the team improve from one sprint to the next. It allows team members to share what went well, what didn’t go so well, and what could be improved upon for next time.

We’ll dissect the elements of a good sprint retrospective throughout the rest of this guide.

💡 Learn more about the differences between these four meetings in our article: Agile Ceremonies: Your Guide to the Four Stages.

The benefits of retrospectives

Retrospectives put the iterative in agile. They provide a focused time for teams to learn from the past and each other so they can constantly improve the development process. Retrospective benefits are vast, and they trickle down into all areas of development. The insights from a retrospective can improve productivity, team dynamics, team trust, customer value, and the overall Scrum process.

Retrospective benefits include:

• Documenting feedback in real-time after each sprint
• Exposing issues from the previous sprint that are holding the product or team back
• Aligning the team around the most important issues
• Giving everyone involved an opportunity to express ideas, thoughts, and experiences
• Informing leadership of potential roadblocks
• Bringing the team together around common goals and action items
• Establishing a safe space for sharing positive and constructive feedback
• Encouraging a continuous improvement mindset
• Helping product owners make decisions for the next sprint
• Setting the team on a positive path for the next sprint

6 Effective retrospective techniques

Now that you know why retrospectives are so important to the agile process, it’s time to dig into how to run them effectively. Use our 7 retrospective techniques for a smooth meeting that keeps everyone engaged and always results in quality insights.

1. Choose a time that works for everyone and stick to it

It’s important that every member of the Scrum team participates in the retrospective. This means holding it when everyone is available, whether that’s in-person or virtually.

Get feedback from your team about the best time to set this meeting. It should take place right after the sprint ends but before the planning meeting for the next sprint. This can be a tight window, which is why it helps to schedule this meeting at the same time every two weeks.

Consistent meeting times help ensure the meeting actually happens and that an optimal number of team members can attend.

2. Find new and creative ways to acquire feedback

The Start, Stop, Continue format can take many forms, but the general process is the same. The team discusses what they want to start doing, what they want to stop doing, and what they want to continue doing in the next sprint. It’s a simple framework that addresses both what went well with the previous sprint and what could be improved for next time.

This is a tried and true method, but it’s also important to change up your format and ask different questions to keep the team engaged.

You are trying to acquire similar information each time (what to start, stop, and continue), but the way you gather that information can change and evolve. Add variety to your Scrum retrospective and mix things up every once in a while to keep everyone engaged.

Find new ways of asking similar questions, and bring in new ice-breakers that help the team feel comfortable discussing the past two weeks with honesty and clarity.

Other versions of “Start, Stop, Continue” include the Rose, Bud, Thorn exercise, where team members discuss something positive about the experience, a “budding” opportunity that can be expanded on for next time, and something negative about the experience that should be improved upon. Another alternative is the Anchors and Sails exercise. What about the last sprint weighed or anchored the team down, and what positives put wind in their sails, so to speak?

Boring retrospectives will make team members dread the meeting and will lower participation significantly. If participants aren’t engaged, they won’t contribute as openly, and they won't take ownership over the process.

Mixing things up is also a good way to uncover insights the team hasn’t considered before. New questions will spark new ideas, issues, and solutions that otherwise would not have been discovered.

3. Ensure all voices are heard

All voices need to be heard in the retrospective. It’s the responsibility of the meeting facilitators to make sure everyone has a chance to speak during the meeting and that loud or dominant personalities don't overtake the conversation. They have to be heard too, but not at the expense of more introverted team members.

If you notice some members of your team do not participate, start asking them direct questions. If this only makes them retreat further into their shell, take them aside at the end of the meeting for a one-on-one conversation. How can you make the meeting environment more comfortable for them? What will best enable them to collaborate effectively? Ensure this is framed in the right way so it doesn't sound like they're in trouble but rather like you value and appreciate their input.

4. Establish a comfortable environment

Ensure the retrospective feels safe and comfortable for everyone involved by instilling trust, collaboration, and open dialogue. Each team member should feel like their voice is important. It should be a place of positivity, not a chance for team members to dunk on one another. It’s up to the facilitator to ensure everyone is comfortable.

There should be room for everyone to speak. The whole team should feel like they can express their thoughts and opinions about what happened over the course of the sprint. If people feel uncomfortable or think their voice won't be appreciated or heard, they will hold back and not actually express their honest feedback.

This is detrimental to the process, as it can leave recurring issues to fester and worsen over the course of future sprints. It is in everyone’s best interest to be open and honest and to hear everyone out. The goal of a retrospective is to solve issues, prevent roadblocks, and improve the team’s processes. If team members are silent or dishonest about how they feel things are going, nothing will be solved.

Comfort plays a big role in how honest everyone will be. Ensure everyone is respectful and that speaking time is shared across the team. Take time building trust and allowing the team to get to know each other. A team that trusts one another can work together and build each other up — and you’ll be able to manage issues before they begin to hinder productivity, team wellness, or the Scrum process.

5. Document everything and create clear action items

If you don’t document it, it didn’t happen. Don’t rely on memory alone after the retrospective. Document the feedback team members provide, and ensure any important ideas or issues are brought to the next planning meeting.

Turn important insights into action items to make sure ideas are not lost. Ensure action items are specific and clear and that the whole team understands what “done” actually means for each task. Once an action item is created, make sure there is follow-up, ideally at the beginning of the next retrospective. Determine who is responsible for the action item and how important it is in the grand scheme of your product backlog.

6. Review your action items at the next retrospective

So, you’ve collected your and your team’s insights and made those insights into action items. The final step is addressing those action items during the next retrospective. Were they resolved, or did the same issues keep occurring?

It’s best practice to review your previous retrospective action items at the beginning of the next retro. Did the team make progress on the task? What else needs to happen? Do you need to follow up again at the next retrospective meeting?

What happens after the retrospective?

The retrospective may be the last meeting of the sprint, but it doesn't end there. Take those insights into the next sprint.

After the retrospective, the product owner reevaluates the product backlog and chooses what will go into the sprint backlog for the next round of work. They should consider past mistakes, successes, stakeholder feedback, and retrospective insights as they make decisions.

The sprint planning meeting comes after the retrospective and will help the team regroup and align on what they need to accomplish next. With each sprint, you will gain more information about the product, your customers, how the team works together, and your overall process. These lessons are taken into account to make improvements from sprint to sprint and product to product.

For better sprints, read our sprint planning guide, which includes everything you need to run efficient and effective planning meetings. ➡️ The Ultimate Agile Sprint Planning Guide.

Turn an action item into a Jira issue in just a few clicks, then schedule the work to ensure your ideas aren’t lost at the end of the retrospective.

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Retrospective mistakes to avoid

Collecting feedback may sound simple, but there are many ways a retrospective can go wrong — from overpowering team members to asking repetitive questions to failing to capture insights effectively. Read our list of common retrospective mistakes to make sure your team doesn’t drop the ball.

❌ Skipping or delaying the retrospective

Due to a lack of time or resources, teams may consider skipping the retrospective. This is a costly mistake.

Do not, under any circumstances, skip a sprint retrospective. This is a critical time when the team has a chance to improve their processes. Skipping a retrospective enables the status quo and encourages complacency. The agile process is about continuous improvement — without the retrospective, you lose a critical opportunity to learn about the strengths and weaknesses of your team and its processes.

Delaying the retrospective can also be detrimental to your progress as a Scrum team. It’s important that you gather insights right after the sprint ends — while the ideas and issues are still fresh.

Delaying the retro could result in team members forgetting how the process actually went, leading to bland feedback that lacks the kind of detail that can create positive changes. And if delayed too long, something else could come up that takes priority over the retrospective, meaning the meeting may never occur at all.

❌ Always asking the same questions

The Scrum process is repetitive by nature, but that doesn’t mean your retrospectives should be boring or unbearably dry. Sticking to the status quo is a huge mistake in retrospectives.

When you repeat the same meeting every two weeks, you need to add variety in order to keep the team engaged. As soon as you lose team attention, engagement will drop, and the quality of the feedback you receive will too.

When running a retrospective, check in with yourself and the team to make sure engagement and interest stay high. If you are losing people’s attention and find engagement is dropping, change your format or the types of questions to keep everyone awake, attentive, and on their toes. Switching up who facilitates the meeting is another way to add variety into the mix.

❌ Allowing some of the group to dominate the conversation

Every voice on the team needs to be heard, but sometimes it’s the loudest ones that come through, well, the loudest. 📢 Effective retrospectives require multiple perspectives to deliver fresh insights.

Don’t let a select few voices dominate the conversation. A domineering team member will use all of the meeting’s time and limit the insights you can gather. If every voice isn’t heard, problems with the process could persist throughout multiple future sprints, severely impacting the effectiveness of your team. Plus, those who aren’t as loud will feel less involved and undervalued.

❌ Failing to empower softer voices

Along with discouraging domineering behavior, you need to amplify the softer voices.

Some people will be less likely to engage, or they may be too shy or afraid to express their opinions in a group setting. Watch out for this. If you notice it, find ways to make those underheard voices heard. It could mean asking them questions directly during the meeting, or it could mean taking a shy team member aside after the meeting to collect insights one-on-one.

If they find the group or your process intimidating, make the necessary adjustments to ensure everyone feels comfortable expressing their thoughts about the sprint. A retrospective is a collaborative process. Do what you can to engage and empower every member of the team.

❌ Jumping to conclusions without discussion

A single statement from one team member isn’t the end of the conversation. When team members bring up issues or ideas, they need to be discussed as a team. Do others feel the same way? Is it critical that this idea be implemented immediately, or can it be put on the back burner for now? How does a particular insight impact the product or customer needs specifically?

Don't jump to conclusions without having a meaningful discussion. You can gather information from your team quickly without throwing off your set meeting timeline. Don’t let any one topic throw you off course, but ensure you aren’t overlooking anything. If the team agrees an idea has merit, turn it into an action item that can be followed up on at the next retrospective meeting.

❌ Not implementing insights into the next sprint

Unfortunately, this is quite common. A team holds a retrospective meeting and does almost everything right only to fail to thoroughly record their team’s insights and put them into practice.

The whole point of the retrospective is to help your team improve. If you don’t properly document the feedback you receive from the team and don’t put those insights into action, you’re not getting the most from your retrospectives.

Turn feedback and discussion topics into clear action items you can follow up on later. Take important action items and insights into your sprint planning meeting and check in at your next retrospective. Were you able to make progress on the previous retrospective’s action items? What roadblocks did you hit? Do the action items require any further attention or follow-up?

❌ Not improving your retrospective process

Even a retrospective could use a retrospective! 🤯

Every now and again, take time to review your retrospective process. Ask your team to provide feedback on how they think the meetings are going. What do they like, what do they not like, and how do they think the retrospective meetings could improve?

You can improve on each aspect of your agile process. Go straight to the source to gather the opinions of those involved in the meeting. Do team members feel heard? Have issues been addressed to their satisfaction? Have the meetings grown stagnant?

When it comes to improving your retrospectives, your team has the data. Do not hesitate to ask.

Just because retrospectives come last in the Scrum process doesn’t mean they aren’t important. Don’t lose steam as you cross the finish line. Hold a retrospective at the end of every two-week sprint. Ensure each sprint retrospective includes insights from each team member and that insights are documented and transformed into clear action items.

📚 Additional resources

We have a wealth of free resources on the Easy Agile blog, and we continue to add to it every week. We recommend checking out our other guides as well as our top-performing agile content.

• The Ultimate Guide to PI Planning
• The Ultimate Guide to User Story Mapping
• Product Roadmaps: Your Guide To Why and How To Use Them
• The Difference Between a Flat Product Backlog and a User Story Map
• What's the Difference Between Kanban vs. Scrum?
• DEEP: The 4 Characteristics of a Good Product Backlog

Thanks for reading our ultimate retrospectives guide! 👏 If you have any questions about this guide, our other content, or Easy Agile products, reach out to our team. We love talking to teams and individuals about agile and how to work better together. We’ll continue to update this guide as we gain more retrospective insights, techniques, tools, and best practices.

Using Easy Agile to improve your Agile process

If your sprint retrospective isn’t effective, your next sprint will suffer from the same issues. It is imperative that Scrum teams gather at the end of each sprint to discuss what went well, what didn’t go so well, and what can be improved on for next time. Otherwise, you invite complacency and stagnation into your Scrum process — the antithesis of agile.

Improve your Retrospectives with Easy Agile TeamRhythm. The Retrospective features in TeamRhythm help your team stay on the path of continuous improvement. Watch the highlights tour to see how Easy Agile TeamRhythm makes sprint planning, managing your backlog, and team retrospectives easier. Visit Atlassian Marketplace to start your free, 30-day trial today.

Taking on new projects doesn't always help you achieve your business goals. When you want to grow in the direction of your goals without detours, you need to prioritize the projects that align with the path. Prioritizing begins with getting a holistic view of your business activities and objectives. Using project portfolio management (PPM), your team can focus on the big picture and align your goals with every move you make.

Keep reading as we explain what PPM is, its benefits and the five-step process you can take to implement it.

What is project portfolio management?

Project portfolio management is the process of managing a group of related projects together with the goal of improving overall business performance. Instead of focusing on projects one at a time, this centralized management process considers how prioritizing specific projects affects your ability to meet broader business objectives.

In a project management office (PMO), project portfolio managers are in charge of developing high-level strategies that help you make the most of all the resources you have. However, unlike individual project managers, project portfolio managers aren't involved with executing projects once they're selected.

Three benefits of project portfolio management

Much like stars in a constellation, individual projects and goals shine their brightest when you see how they're all connected. That's where the PPM process comes in handy. When you start practicing project portfolio management, you can experience these three benefits:

1. Improve your decision-making

PPM challenges your team to evaluate each project based on how well they align with your strategic goals. Instead of solely aiming to take on more projects — which can quickly lead to project overload — teams that use the PPM process focus on forecasting the benefits and risks of each opportunity. This way, you only commit to projects that suit your company's needs.

Whereas taking on too many irrelevant projects can lead to lots of work with little return, using the PPM process to make better decisions can help you choose high-impact projects that propel your team toward its goals. 🚀

2. Reduce your project failure rate

A lack of centralized planning can leave a lot of room for project failure. Your resources might be spread too thinly, or inefficient workflows may riddle your projects. When your organization includes project portfolio managers who look at the big picture in addition to individual project teams that focus on the details, you can better spot potential agile planning mistakes before they occur. Risks like overspending and poor scheduling are less likely to be an issue if you're considering the broader organizational strategies, budgets, and timelines that tie all of your projects together.

For your stakeholders, a lower project failure rate means more value is delivered over time. A software company, for instance, can reduce the gaps between new product or feature launches by ensuring they’re only working on projects they’ll complete.

3. Increase your team productivity

PPM allows you to see a broad overview of what your team members are working on across projects. As a result, you can better designate tasks based on which team members are best fit for each role and allocate resources based on your priorities. This optimization can help you improve your return on investment (ROI). Plus, optimizing helps avoid team member burn out by eliminating excess work.

The 5-step project portfolio management process

With project portfolio management tools projected to be a $3.2 billion market in 2021, it's clear that many agile teams are implementing PPM in their organizations. Regardless of what PPM tool you use, these five steps are key to successful centralized management.

1. Identify your business strategy

The first step in effective project portfolio management is identifying your company's strategic objectives. When you clarify what your organization wants to achieve — including key performance indicators (KPIs), which are metrics that measure success, and objectives and key results (OKRs) — your team can work toward a shared vision.

Afterwards, establish a project prioritization process. Decide what steps you’ll take to determine how well a project aligns with your goals. For example, some businesses may use a scoring model, giving projects numerical scores in key categories until they find the highest averages. Others may simply weigh the costs and benefits of each project with overall business objectives in mind.

2. Make lists of your current and potential projects

To start optimizing your project portfolio, take inventory of your current projects, as well as projects you've been considering. Take note of your project statuses, categories, and other details that can help you gauge each project's relevance to your business goals. You can also estimate the resources you need to execute each project. This estimation can further help you measure costs and feasibility, so you can effectively perform resource management.

​3. Evaluate your project portfolio

Once you finish compiling your list, you can begin using your project prioritization methodology to evaluate projects. As you determine if each project is beneficial for your business, don't forget to consider feasibility. If a project isn't feasible, then it's a no-go for your team. By the end of your evaluation, you should have a list of projects that align with your goals and provide the most value to your business.

Ideally, your portfolio should include a mix of projects that help fulfill short-term and long-term objectives. This way, you can secure the returns you need to maintain your current growth rate while leaving room for innovation that leads to exponential growth in the future.

4. Allocate available resources

As soon as you narrow down the number of projects you want to take, start with resource allocation. Divide your budget, team members, and other resources between each of your priority projects. You'll also need to create a timeline for your project portfolio that includes each project's deadline. You can include key milestones to make your timelines more detailed, too.

Risk management is another crucial aspect of this step. If you notice that you don't have enough resources to complete all the projects you’ve selected, reassess your priority projects until you build a portfolio that doesn't stretch your team too thinly. (And if you can't afford to give everyone a car like Oprah, don't. 🚗)

5. Adjust your portfolio and resources as you go

A critical component of project portfolio management is tracking your projects throughout their life cycles. Keep a close eye on your project performance, including your ROI, project failure rate, and other KPIs as you begin executing the projects you chose. If your project portfolio doesn't perform as desired, you can adjust your resource allocation in real-time, instead of addressing issues when it's too late.

Tracking key metrics can also help you improve your PPM process as you go. For example, if your project prioritization methods aren't helping you reach your financial goals, brainstorm more effective ways to evaluate each of your projects.

Zoom in on the details with Easy Agile Programs

Project portfolio management is a useful process that can help your agile team make decisions with a bigger picture in mind. Instead of hyper-focusing on individual projects, the PPM process enables you to remove roadblocks from your broader workflows and maximize resources across an entire portfolio. This way, you can keep driving a straight path toward your business goals.

Of course, the big picture isn't everything. To be a well-rounded agile team, you need to zoom in on the details every so often, too. With Easy Agile Programs, you can get more context on your projects, so you can continue maximizing your organizational growth.

Scrum teams create release plans to support successful product releases. This helps them maintain their focus on the product vision and feature deliverables.

Here, we’ll explore the definition and purpose of agile release planning and its essential template elements.

Find out what goes into creating a planning meeting and how to set your Scrum team up for successful product releases.

What is agile release planning?

Because software projects are unpredictable, release planning helps team members prioritize their workflow. A release plan focuses on getting specific product features ready for the market. It should examine the product scope, the release date for feature completion, and the resources needed for each release.

The development team then looks at the feedback from earlier product iterations to guide their planning. Product owners and Scrum teams get together to discuss the agile release plan. That’s because team members need to understand what level of product functionality must go into their work. They also need to understand work effort to plan their deadlines for each product increment.

Instead of planning for a significant product release, team members divide the project scope into short sprints or iterations. Many Scrum teams use Jira software to help them plan their sprints, as it helps everyone see the project status at any time.

Creating a prioritization list ensures that team members focus on the most vital product versions the Scrum product owner prioritizes.

What is the purpose of the release plan?

Project release planning helps software development teams plan, direct, and release each project in increments to serve the customer experience. Teams often use this methodology for short sprints of product development.

Release planning provides agile and Scrum teams with a solid direction to complete their projects. Team members also use this opportunity to use sprint feedback to create increments that align with the next release’s project roadmap.

Getting the product plan together

Release planning seems complex, but with some foresight, it can be simple. Let’s review each part of the process.

1. Who leads the release plan?

Typically, the product development team takes its lead from the Scrum master or the product owner. During the meeting, this leader will raise questions about the product backlog to ensure that sprint discussions align with the final product.

All the product stakeholders should participate in the release plan to ensure their feedback is taken into consideration. Without input from everyone involved in the product development, the team risks missing out on vital information to keep the product roadmap on track.

2. Agile release plan aspects

While the release plan is meant to be agile, it also follows a strict process to ensure that teams keep the product roadmap in sight.

Agile teams take all the sprint planning discussions and evaluate these to detail new product deliverables. Although most organizations will use various approaches in their release planning process, each sprint review should include the following aspects:

• The agreed product development releases at each stage of the sprint
• A direction for each new product release
• Specific current and future iterations due in each upcoming release
• What features and functionality should accompany the iteration
• Specific task requirements for each feature delivery to meet the release goal

By going through an in-depth release planning process, software development teams harness the value of these sprint meetings. The ability to rapidly change direction as necessary ensures the team releases the best possible product.

This constant iteration in each sprint review is also valuable in the dynamic environment of product development.

This level of planning, combined with an iterative schedule to account for the dynamic nature of software, is what makes Agile product development so valuable.

3. Sprint meeting discussions

Sprint meeting discussions revolve around user stories, product backlog, and product backlog items. Scrum release planning also considers other issues such as dependencies and product functionality. Other aspects that the team speaks about involve the next release and the number of sprints they must complete and deliver.

Essentially, team members must keep the product vision in mind for effective release planning. This vision helps team members isolate minimum market sprint feature batches and their release dates.

Sprint meeting discussions should include:

• Release plan prioritization of impending new product features and functionality
• Evaluation and inclusion of stakeholder feedback for each sprint
• Detailed descriptions of sprint deliverables and whether these fall into the category of product short-term increments or major longer-term releases
• Which product version will be ready for release and the ideal sequence of product releases to achieve each release goal

Development teams build several product versions. After creating these versions, they prioritize them to release the most important ones to users.

Part of the purpose of release planning is to ensure that all stakeholders are on the same product development page. Another element of these sprint planning meetings is to drive ownership and acceptance of the product vision.

Development of the release plan

There are four steps that software development teams follow to create their product plan.

1. Creating the vision

First, you need to define the vision for the product. Creating a clear vision produces a roadmap for the team to follow in each consecutive sprint. This vision should align with market demand and the product owner’s goals.

It also encourages team members to sift through which features they should prioritize. Similarly, the product roadmap helps teams evaluate the resources they need during the sprint review. Product planning also enables teams to be flexible. Planning reviews ensure direction changes to accommodate ongoing increments to achieve overall release goals.

2. Prioritization of the product backlog

After defining the vision, team members focus on prioritizing features in the product backlog. Here, stakeholder inputs must align with the vision to successfully implement user stories. User stories are vital to the process as they provide the background for detailing product features or functionality.

The product manager provides the team with direction at this stage to outline a viable release plan. This release plan must include the product release goals, release dates, and prioritization of user stories.

3. Set the Scrum planning meeting

The next step in the planning meeting is for the stakeholders to review the plan. Team members now have the chance to adjust deliverables in line with the vision.

Everyone must agree to the release plan at this stage before they can move forward to the next release.

Meeting agenda

Setting up a meeting agenda helps manage the release plan. The essential elements of the agenda for the Scrum framework include:

1. Product plan assessment

The Scrum team reviews the product roadmap to ensure that everyone accepts the product vision and goals.

2. Architecture evaluation

With each release, the Scrum team and product owner evaluate the previous sprint’s architecture. They examine the technical details of the product development and discuss any potential problems that can impact the product release.

Scrum teams go over the scope and estimates of their release plan. Team members determine whether their planning includes the risk of technical debt and if they can complete certain task aspects, such as documenting their work to meet deadlines. Stakeholders also review dependencies that can influence the product versions’ functionality.

3. Velocity and iteration assessment

Scrum teams go over previous iterations to review their velocity estimates. They align their estimates with the suggested iteration schedule to ensure they cover all vital elements.

The product manager controls this assessment to ensure points are assigned to user stories. Assessing user stories and assigning points demonstrate the level of effort the team must invest in each iteration. The total number of story points then represents the estimation of release dates for each sprint release.

An iteration schedule is built by the agile team to determine their velocity for the current and subsequent sprints during this assessment.

The team creates the release scope, which includes all the necessary releases. The Scrum master assigns work to each team member, and all the stakeholders agree to the plan before moving to the next step.

4. Agreement on the definition of done

The team members must now discuss what will qualify as the definition of done for each feature release. Team members must consider whether their evaluation of user stories meets all the product owner's acceptance criteria for release. Once they can prove the acceptance criteria are met in their assessment, they will know that a release completion is valid.

The definition of done must confirm that team members have completed all their assigned tasks for the user story. Team members must also record each task so that the product owner can assess their work.

5. Populate the product release schedule

The project manager can now populate and complete the release plan schedule. All stakeholders should be able to access the calendar to track progress. This release plan schedule helps everyone stay focused on product deliverables and release dates.

Get help with your release planning

Agile release planning is a vital part of the software development team’s success. Create a comprehensive agile release plan for minor or major releases, and you make your life simpler for an upcoming release.

Focus on the release plan calendar helps keep product owners and team members aware of the overall product vision.

Most Scrum teams can use a little help in creating their release plans. At Easy Agile, we offer Jira software that helps Scrum teams execute their release plans to perfection.

Easy Agile TeamRhythm supports collaborative release planning in Jira. The highly-visual story map format transforms the flat Jira backlog into a meaningful picture of work, making it easier to manage your backlog and plan your release.

Agile is about being flexible and always getting better—essential for delivering great software. But when scaling agile across teams in a program, being adaptable and flexible is easier said than done. In this post, we'll dig into the ins and outs of agile program management to help you:

• Tackle common challenges
• Use metrics and feedback loops to keep improving
• Leverage leadership for the best chance of success

By identifying some clear and actionable steps that you can start implementing now, you’ll improve your approach to program management and make your software delivery smoother and more efficient.

Overcoming Common Challenges in Agile Program Management

From dealing with dependencies to managing stakeholder expectations and balancing speed with quality, here are some challenges you might face now.

Dealing with Dependencies

Dependencies are a necessary part of working on complex software, and they need to be managed carefully to avoid disrupting delivery schedules.

Identifying dependencies early is key to keeping things running smoothly. By spotting potential bottlenecks early, like during PI Planning, we can nip them in the bud before they turn into major headaches, and:

• allocate resources more effectively
• streamline communication across teams
• keep everyone on the same page with a shared timeline.

Maintain clear communication channels and regular alignment meetings to address dependencies swiftly and efficiently. This helps everything stay in sync, and hopefully avoids last-minute 'surprises', for a more reliable delivery.

Managing Stakeholder Expectations

We can't deliver complex software on our own, so ensuring that our colleagues are informed and onboard is critical. Managing expectations across a large program is a complex challenge, but you'll be off to a great start if you are able to keep communication consistent:

• Regular Updates: Keep the lines of communication open and honest, and provide frequent updates to keep everyone in the loop.
• Be Transparent: Maintain a central source of truth for project information that everyone has access to, ensuring that objectives, milestones and priorities are clear.
• Set Realistic Expectations: Avoid over-promising and stay realistic about what can be achieved.
• Prioritize and Manage Feedback: Inevitably, there will be changes in priorities or feedback from stakeholders. It's important to have a process for managing these requests and ensuring they align with the program goals.

Agile tools that offer clear visibility into objectives, dependencies, and progress, can be the bridge between your development teams and stakeholders in leadership and other parts of the business.

By focusing on these areas, you’re not just managing expectations—you’re making sure everyone is part of the process.

The bridge between development teams and leadership, with objectives, milestones and dependencies all in one. Watch a demo or try for yourself.

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Balancing Speed with Quality

In a perfect world, we would all deliver amazing software that our customers love, at lightning speed. But the reality is that balancing time-to-market with quality is an ongoing challenge.

Agile practices like organizing work to deliver incrementally are part of the solution; they help identify problems early and deliver in a way that makes more sense than following a Gantt chart until the timelines blow out and it all falls over.

So while agile won’t make your development teams type faster, it can help them, as well as your colleagues in Product, and QA, learn what works faster, and how they can collaborate better to deliver work with quality.

Metrics and Feedback Loops

Metrics can be a powerful tool in agile program management. Velocity, burn-down charts, cycle time, lead time, and dependency reports can give valuable insights into how our teams are performing and how our projects are progressing.

• Velocity: Long-term trends help us understand team commitment over time, and estimate what can be achieved going into a sprint.
• Burn-down charts: Valuable for gauging progress throughout execution and spotting barriers to delivery.
• Cycle time: Uncover inefficiencies or bottlenecks where tasks are likely to get delayed or stuck.
• Lead time: Use the difference between an expected lead time and the actual lead time, as a starting point for understanding where delivery is being held up.
• Dependency reports: Use a snapshot of dependencies in your program to understand how teams are dependent on each other and where the biggest risks are.

Monitoring these metrics will give you a clearer picture of where work is progressing well and where you might need to make adjustments. Think of them as your project’s health check-up; a temperature check that can improve the predictability of your release.

With powerful dependency reports, you can identify bottlenecks, streamline communication, and keep your projects on track.

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Establishing Effective Feedback Loops

Feedback loops are integral to delivering software with market fit. Sprint reviews and retrospectives offer teams the opportunity to reflect on their performance, identify areas for improvement, and make necessary adjustments. DevOps practices like continuous integration further ensure that the code is consistently tested and integrated, reducing the risk of significant issues going unnoticed.

Using metrics and feedback loops allows teams to deliver software with greater predictability and transparency. Applying these practices consistently across a program means that you're better able to manage the planning and execution of work to deliver complex software to your customers in a predictable way.

The Role of Leadership in Agile Program Management

Great leadership is key to building an agile culture. It's not just about making decisions from the top; it's understanding team needs and clearing the way for them to be effective. But old 'command and control' habits are difficult to break.

As a program manager, you're the glue that connects the strategic vision of leadership with the hands-on work of development teams. Keep those communication lines open and reciprocal, so everyone understands the business goals and the strategic importance of their tasks, as well as progress and barriers to execution.

• Use agile tools to maintain a central source of truth, to give everyone a clear view of project progress and potential roadblocks.
• Foster a culture of regular feedback and continuous improvement. This proactive approach helps tackle challenges head-on and keeps everyone aligned with business objectives.
• Promote transparency and adaptability to help teams quickly adjust to changing priorities.

Keep these things in mind to help you plan and deliver with confidence. You may be the glue that holds it all together, but you can't be everything for everyone. Enlist help where you need it, and encourage an open and transparent culture where strategic priorities are understood, and everyone can see how the focus of their work contributes to the bigger picture.

An Agile Approach to Change

Taking a new approach to program management doesn’t need to be daunting. Once you’ve identified the changes that make sense for you, take an agile approach and implement incrementally. Every small change you make adds up over time and can lead to measurable improvement.

How Easy Agile Programs Can Help

Easy Agile Programs is a Jira integration that supports agile program management. It is a central source of truth for the issues, milestones, team objectives, and dependencies that make up a program of work.

Dependency maps and reports help you see the nature of cross-team dependencies clearly, so you and your teams can reorganize to avoid roadblocks that would otherwise blow out timelines with unexpected delays.

Easy to set up and tightly integrated with Jira, Easy Agile Programs supports scaled team planning and execution so you have greater confidence in delivering great software as each program increment begins.

There's a lot in common between a Product Manager and the executive president of a professional sports club. Don't buy it? Well, you should 😋, and here's why.

• Both are experts in their businesses.
• They both know what it takes to win. 🏆
• They're great leaders of their teams.

Stay tuned because this article will give you a grasp of how unique the product management role is. You'll learn what their responsibilities are and more.

And if you landed a job opportunity as Product Manager, we'll give you a hand with mastering your craft. 🥇

But first things first: defining the role. And once you know this, we’ll move on to exploring their tasks, unique characteristics, and the challenges they face.

What's a product manager?

For context, let's start with product management’s role in PI (Product Increment) Planning.

According to our Guide to PI Planning, the Product Manager must understand the customer needs and validate solutions against those needs. That’s the starting point and foundation for their role. But that's still generic. 🤔

The Product Manager is THE product expert. That makes them the best-equipped team member to make strategic decisions about the product. These decisions affect the work of a lot of people in a company.

The Product Manager is a product visionary and strategist. They monitor and analyze the market competition. That's how they define a unique product vision and product strategy. Their ultimate goal is to add unique value to the market based on customer needs.

The Product Manager decides what products or product features to build and in what order. This means they prioritize new products or new features in an existing product. Defining a product vision and a product strategy is intimately related to prioritization. They must do their best effort to maximize both customer value and business value. Not an easy challenge!

The Product Manager leads the teams responsible for developing a new product or improving an existing one. They usually work across cross-functional teams, so leading them demands a great deal of organization from the Product Manager. Plus, they need the ability to bridge, communicate with, and supervise engineering, marketing, sales, and customer support staff.

The Product Manager participates in all stages of product development, from planning and conception to launch or release. But what tasks do they do?

The product manager's tasks

You already know some of the product management tasks. But here's a comprehensive list of product management tasks:

• Understand, identify, and, if necessary, represent customer pain points and business challenges.
• Manage the process of generating new ideas for products or features, and decide which ideas to move forward with.
• Describe a product vision, and align all teams with that vision, especially in large companies.
• Create and maintain the product roadmap.
• Design a strategy for product development.
• Limit the project scope.
• Rank features against the product strategy, business goals, customer value, and customer or user feedback.
• Specify the requirements for each feature.
• Define the launch or release process, which comprises phases and milestones.
• Manage dependencies within and between phases.
• Identify the deliverables and corresponding due dates for the cross-functional teams.
• Coordinate the activities of each team from product development until launching the product into the market.
• Validate product design and implementation.
• Ensure the successful launch or release of the product.

Now, are you working with Scrum? If so, you might be wondering about the differences between the Product Manager and the Product Owner.

Product managers vs. product owners

Although they may interchange tasks, they're distinct roles. In short, the latter works towards realizing the product vision and the product strategy that the first defines.

The Product Owner works more closely with the software development team. On the other hand, the Product Manager interfaces directly with customers, users, and partners.

Sometimes, when there's no Product Manager, the Product Owner steps into this role. However, in that case, there's little time to coordinate the work of all teams around the same product vision.

But regardless of whether there’s an existing Product Owner, there are key ingredients that make good and great Product Managers. Let's discuss that next.

What makes a great product manager?

The characteristics of a great Product Manager consist of technical skills and personality traits. So, besides technical skills, they should have a high EQ (emotional coefficient). This means:

• Showing customers and users empathy during any communication with them
• Developing trustworthy relationships with internal teams and external stakeholders
• Inspiring and motivating team members
• Discretely persuading people to take the necessary steps to achieve a common goal, which starts with listening to them
• Avoiding bias in the preference for solutions by being user-centric and ensuring that solutions answer user needs
• Managing stress and performing well under pressure
• Demonstrating the urgency of task completion without causing panic
• Knowing how to ask the best questions to the right people at the right time
• Delegating the power of decision-making by giving teams a methodology and criteria for escalating if needed
• Daring to confidently make strong statements about priorities, advocating for any of their decisions
• Having the courage to choose whom to favor with a decision, whether it’s engineering, marketing, or sales
• Not being afraid of changes such as defining a new product strategy for business growth
• Reading the emotions of customers, users, and internal team members, and capturing their concerns

If they tick all or most of the above, the Product Manager is on the way to being emotionally intelligent.

Typical results from an outstanding product manager

If the Product Manager has a high EQ, they'll be the best at:

• Growing teams to become high-performing
• Negotiating with customers, users, partners, and people from different departments
• Resolving conflicts that might get in the way of cross-functional teams that make successful products
• Getting more funds, top talent, and other kinds of support or resources
• Prioritizing according to customer pain points
• Making sure the development team knows users actually need the changes they're implementing
• Obtaining the best trade-offs between the different individuals and teams involved and interested in a product's development

Ultimately, customers will trust the Product Manager to fix problems with the product. Plus, engineers will accept going the extra mile to incorporate a microfeature on short notice. And if the Product Manager is always calm and cool, management will trust their work.

At this point, you know how personality matters to the success of the product management role. Next, discover how the type of product and its users also affect their work.

The right measure of technicality

The more complex a technical product is, the more experience the Product Manager should have with building similar products.

On the other hand, for a less complex technical product, experience with launching products and supporting customers is enough.

Summing up, the Product Manager knows how to talk with the users of a product and the customer. Additionally, they have at least a basic technical understanding of the product.

But wait! That's not all. Product Managers also do some magic when interacting with engineers and top management.

Connecting with engineers and top management is key

The Product Manager should establish, maintain, and manage a relationship with the engineering team and top management.

Relating to the engineers

The relationship between the Product Manager and the engineering team depends on the company's view of the product development process. And it can be done in three different ways:

1. The Product Manager hands the product requirements to the engineering team, which transforms them into technical requirements.
2. Engineers develop the product, which the Product Manager validates and sometimes monetizes.
3. The Product Manager and the engineering team collaborate closely to develop the product.

❌ The first approach is not that agile or quick. In fact, it resembles a waterfall approach to product development that takes ages to get to a viable product. Also, engineers focus on coding and might lose focus on UX (user experience).

❌ The second alternative might innovate by creating new customer and user needs. Nevertheless, user feedback might come in too late to align the product with user needs without costing more.

✔️ Last, in the third option, the Product Manager and the engineering team gather requirements and make decisions together. The first doesn't tell the latter how to code, and the latter doesn't tell the first how to prioritize. The result is better UX, faster product development, and better product quality. And everyone's happy! 🎉

Relating to top management

The Product Manager should work closely not only with the engineering team but also with top management. The involvement of top management in the product development process is crucial to product success and the success of the product management role.

The more top management is involved in product development, the more the Product Manager is in a support role. And that's truer for young companies.

In a startup environment, the Product Manager often doesn’t lead the idea generation process. Another downside of young companies for those professionals is that they have less influence on the product vision.

It's time to consider how a company’s maturity impacts the product management role.

How company maturity influences the product manager

The company's maturity influences the Product Manager's performance and success. In a startup, this role should be more versatile. On the other hand, the role is narrower and has clearer boundaries in a mature company.

So, in a startup, the Product Manager might be responsible for market research, pricing, and customer support. That's because startups are growing companies that often have a tight staffing budget.

But despite being highly dynamic environments, young companies represent a land of opportunities for Product Managers. They might influence the business strategy more as the company grows. And they might also have a say when it comes to using or assigning company resources.

Finally, what the Product Manager lacks in a startup, they have in abundance in a mature company. An established customer portfolio is an example of that.

Product managers are the product’s backbone

The product management role is an essential element of any technology company. Perhaps their major responsibility is to define the product strategy and play a key role in Sprint Planning or PI Planning. But they also prioritize the planned features for the increment beforehand. And they coordinate the work of teams from different departments.

At a higher level, the Product Manager must communicate with those teams. The goal is to make sure everyone is on the same page. And ultimately, they're strong leaders who trigger the development of useful and profitable products.

If you're a Product Manager looking for more tools to help manage your product, check out Easy Agile's tools. Our roadmapping tool for Jira might help you sequence features for delivery to your customers. And Easy Agile's PI Planning solution for Jira might help you visualize program dependencies and milestones, plus do cross-team planning.

You can find dozens of product management tools that fit SaaS goals.

These tools vary in features, functionality, and pricing. However, one thing is certain: Product management tools are more supportive than ever before.

Find out what product management can best support your software development.

What are product management software tools?

Product management software tools help to guide software development teams through their workflow.

Product management tools can help team members conduct research, create assessments, do iterations, and plan their product launches. Some tools even support roadmapping product development, so they can support agile teams.

Development teams can use roadmapping tools to:

• Streamline product strategy
• Draw up their product plan
• Create their product roadmaps
• Develop user journey maps
• Manage backlogs
• Conduct research on customer needs
• Improve prioritization of product features
• Determine the length of their Scrum sprints
• Analyze data for their product research
• Do process mapping
• Manage product releases
• Improve how agile teams collaborate
• Create new products
• Deliver better products
• Message team members

Using product management tools are ideal when working with remote teams. It is also the solution to increasing collaboration across cross-functional teams.

Many or most of these product management tools also integrate well with existing software, so it’s no big deal to customize existing systems. You can also customize many of these product management tools to meet your product team’s needs.

Here are eight of the most recognizable product software tools available to start your new roadmapping journey.

1. Jira

Jira is typically seen as the best product management software tool for software development. However, many other industries use Jira for roadmapping and managing their projects. This popularity is due to the fact that Jira offers a free plan, but it goes deeper than that.

Jira is the ideal software management tool to use in managing Scrum, Kanban, Waterfall, and other agile methodologies. The user interface is intuitive, making it easy and convenient to use whether you’re a product manager for software or other products. Because it is also a convenient tool, you can use it to assign tasks and manage projects and product development.

Product managers can easily keep track of workflows, agile team responsibilities, and tasks. You get to see where backlogs are building in Scrum or Kanban. You can also manage velocity charts, burndown charts, release burndown and sprint reports with Jira software.

You can also include software like Slack, GitHub, and others to round off your Jira product management tool.

Some of the key features you can anticipate in this software include:

• Visually capturing the product vision to develop better products
• Collaboration tools to keep teams on board in real-time
• Gantt charts to view project and product progress
• A Scrum or Kanban board
• User-friendly roadmaps
• Milestone tracking
• Portfolio management
• Comprehensive Agle reporting
• Extensive automation of the product management process
• The ability to connect codes with issues

In terms of pricing, small businesses often go for the free plan. Jira’s free plan allows 10 users to access roadmapping and other features simultaneously. The paid plan is about $7 monthly for each user.

Agile teams using Jira can benefit from Easy Agile Programs for Jira. It helps teams align on their goals, focus on features and epics, and view dependencies. However, all Easy Agile plugins work with Jira. They simplify everything from PI planning to creating personas and roadmaps.

2. Trello

Trello uses a card system to manage Kanban and other product development workflows. When the administrator sets up the Trello board, product teams get a visual representation of workflows. They can see user stories, who is responsible for tasks, and an overall view of workflow and product life cycles. All these features and others make for an excellent roadmap tool.

The disadvantage of this system is that it doesn’t have a calendar. Another drawback is it offers basic folders for task categorization. It will be difficult to use Trello for Scrum, for example, as you have limited access to folders and there are no subfolders. You can however access multiple user stories to streamline workflows for simple projects.

Despite these drawbacks, Trello does include workflow automation, courtesy of the Butler robot. This little robot feature enables you to set certain rules and calendar triggers so that you can automate repeating assignments. Trello is probably better suited to startups or tracking progress when you have a small salesforce.

Because the Trello platform is simple (but intuitive), team collaboration is convenient. Communicating via Trello is also user-friendly, helping product teams to immediately see who is doing what and task deadlines.

While Trello defaults to the Kanban methodology, you can use it for other project types.

Several features you can look forward to on Trello, include:

• Prioritization of tasks
• Tracking deadlines
• Gantt charts
• Kanban board
• Tools for Agile team collaboration
• Resource and task management
• Automation of workflows
• Tracking team member progress
• Various templates

Trello has a free plan where product managers can use up to 10 boards for each of their teams. You can also purchase the pain plan on a yearly basis, which costs around $10 per user.

3. Wrike

Wrike is as much a tool for streamlining workflows as it is for managing product development. Wrike is flexible, adaptable, and dynamic and is a tool designed for better product decisions.

You can use it for small product management, single client management, or as an enterprise-wide tool for product management. Wrike is also versatile enough to use in software product development or marketing. This platform also has a special tool for marketing, making it easier to manage salesforce operations.

Wrike is customizable, so you can include Gantt charts and Kanban boards to improve team member collaboration. Another function of this platform is its Work Intelligence AI tool which product managers can use for automation and predict product risk.

Wrike works well with Jira, Slack, GitHub, Dropbox, and several other tools. You can also customize other integrations to tailor Wrike for product management teams. If you want to add software which this platform doesn’t support, you can. You simply create the solution you need.

The most prominent features of Wrike are:

• The ability to integrate third-party applications
• Its comprehensive, versatile API
• Managing multiple template options
• Permission and access control
• Importing and exporting data
• Integration of spreadsheets and tables
• Convenient task management
• A user interface for dragging and dropping
• Categorizing and structuring product tasks
• Calendar and timeline control
• Files and documents management
• Tracking activities and progress
• Filtering of data
• Stats and reporting
• Shared or public workspace

Wrike offers a free plan for the use of simple features, but you need to pay about $9.80 a month for each user to access more complex functionality.

4. Productboard

Productboard is right up there with the likes of Zendesk. It provides one of the best features for gathering user feedback. As every software development team knows, user feedback can make or break product success. With this product, you can categorize customer feedback, turn this into valuable information and prioritize this feedback.

Productboard lets you track their feedback during the lifecycle of each product via a portal. This portal supports idea exchange and management, which team members use as inputs to increase product value. This software tool is also great for collecting use cases and understanding user behavior to create the right products for customers.

You can use Slack and email with the Productboard, but if you want additional software integration, you must arrange this yourself. Fortunately, the API in this product is user-friendly to make this happen.

The main features of Productboard include:

• Storehouses for product feedback
• Customer segments that are particularly dynamic
• The ability to prioritize and categorize customer feedback
• Transforming feedback into valuable insights
• A powerful system for value assessment
• Roadmapping tools that you can customize
• Prioritization of tasks

You can get an annual Productboard basic plan at around $20 a month for every user.

5. ProdPad

ProdPad takes the user experience into consideration. It has a lean roadmapping function that you can use to highlight goals and objectives. You can experiment with this product software tool to include user feedback in product development. ProdPad is also known as being among the best product management software tools on the market.

The product roadmap tools are simple to use and include color coding for roadmapping. ProdPad has an easy drag-and-drop feature, privacy settings, and you can use the priority checkpoints as you need.

Development teams can access an ideas management feature to create priority charts. Here, they can see how backlogs influence impact and effort charts in workflows. You can also simply import data from other sources to boost new product development if necessary.

One more feature that characterizes ProdPad is the ability of team members to see associations between user ideas and product development. They can also develop customer lists to question further about their product experiences.

You can collect use cases and understand user behavior better. You can then use all this information as inputs for new product development.

Features that you can expect from this product management tool are:

• Idea generation and capture
• Capture and storage of customer feedback
• Integration with apps that support customer feedback
• Integration with other third-party apps
• Priority charting of ideas
• Lean product roadmaps
• Product roadmapping based on objectives
• Creation of customer portfolios

You can purchase ProdPad’s Essential Plan at about $149 per month for annual billing. This plan allows you to use three administrators or editors for product planning.

6. Asana

Asana is also a useful management platform. You can use it as a solution to roadmap workflows. Asana is popular among small business startups and larger enterprises.

This management solution is cloud-based. It enables team members to share their workspace and assign and track tasks and work progress. Asana is also an excellent platform for team members to collaborate.

You don’t get much customer support with Asana. And, although not ideal for complex team management, Asana has many redeeming features, some of which include:

• Excellent team messaging and collaboration
• Ideal for outlining detailed goals
• Efficient for managing multiple tasks and team members
• A user-friendly dashboard
• Tracking of milestones
• Automation
• Several templates option
• Project planning functionality
• Multiple analytics and reporting options
• Managing resources
• Tracking of time and expenses

Asana has a free plan if you can cope with limited features. Paid plans begin at approximately $10.99 per month for each user. The company bills annually.

7. GLIDR

There are multiple management solutions for streamlining product workflows. GLIDR offers one more platform from which to achieve product software development goals. You can develop detailed product plans that meet customer expectations. GLIDR highlights the customer experience, so places their feedback at the forefront of the best product deliverables.

You can manage product research, use cases, and user behavior on this platform. You can then create product specs, link ideas, create viable user stories, prioritize features, and much more.

GLIDR provides several board view options that help software developers to create themes from ideas. You can also categorize ideas by their status, fill in timelines, or show these ideas on Kanban boards.

Other helpful functions include the ability to integrate apps such as Intercom and Zendesk with GLIDR. You can also link Jira and Trello with this product management software.

Product managers and teams can use GLIDR to streamline their workflows, track product progress, create reports and transform roadmaps into the best products possible.

The primary features of GLIDR include:

• Product canvasses
• Public roadmapping
• Options for research and experimentation
• Trend scores to rank ideas
• Prioritization of features
• Activity feeds
• Progress tracking and monitoring
• User-friendly dashboards
• Reporting that you can export via PDF format

You can test GLIDR for free for 14 days. Then, the cheapest option is about $8 per person, per month for a team of five people. GLIDR bills annually and has three other plan options that give you access to more features.

Up your game with Easy Agile

One way to up your product management software game is to take advantage of Easy Agile resources. You can either use our Jira apps to integrate with existing product management platforms or give your existing system a boost.

Select from apps for Kanban Workflow for Jira or boost product development performance with User Story Maps for Jira.

Up your game with Easy Agile Roadmaps for Jira to guide your team to product success or use our Programs for Jira for Program Increment Planning.

Whichever apps you choose (all of them?), you can improve product team management with the best product management software available.

A product backlog represents all of the goals and desired outcomes within the development of a product. They are the specific tasks a team hopes to complete when they set out to design or improve upon a product.

What makes a product backlog so effective is its agile nature. Backlogs are in constant evolution, changing and adapting based on the current needs of stakeholders and customers. To keep a backlog up-to-date and in its most effective form, it needs to be continuously refined and adapted. This process takes time, but there are simple, powerful strategies for maintaining a quality backlog.

A good product backlog has four characteristics. It is:

• Detailed appropriately
• Estimated
• Emergent
• Prioritized

We’ll cover all of these attributes in detail, including how you can ensure your product backlog is in good health. But first, let’s get on the same page about product backlogs and the refinement process.

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What is a product backlog?

A product backlog is a prioritized and ordered list that represents the work to be completed by a development team. Backlog items are derived from the product roadmap and are organized based on the tasks that are most vital — the ones that will make the biggest impact at any given time.

Backlog items represent what it will take to develop a new product or improve an existing one with new features. It’s all of the work a team will tackle in the future, but it’s also a flexible, living organism that evolves as a development team learns more about the product and its stakeholders.

The product owner is in charge of ordering and prioritizing backlog items, placing high-priority items at the top. They are also responsible for backlog refinement, which ensures all backlog items are organized, have appropriate details, and are ready for any upcoming sprint planning.

Product backlogs vs. sprint backlogs

Sprint backlogs are quite similar to product backlogs, but they serve a different, more specific purpose. At the beginning of a Scrum, the product owner arranges the product backlog items that are to be completed by the Scrum team in that sprint.

The Scrum product backlog represents a small subset of the overall product backlog. The product backlog is the entire bottle of wine, while the sprint backlog is the glass of wine you’re going to tackle next. In this analogy, the Scrum master is the sommelier, providing guidance, context, and feedback throughout the sprint.

At the end of the sprint, a sprint review is conducted with the stakeholders to better understand what to tackle next. Backlog items that weren’t completed may be pushed back into the larger product backlog to get to at a later date or during the next sprint. Another sprint planning meeting will prepare the team to tackle the next batch of backlog items.

Why does a backlog need refinement?

Backlog refinement isn’t a luxury task reserved for when you get a chance to tidy up. Refinement is a key part of product backlog management that ensures a backlog always has the most recent, up-to-date information.

Refining the backlog prepares it for the development team, saving time in the long-run. The process helps to prioritize items and ensures there’s nothing in your backlog that you no longer need.

As you’re well aware, the agile methodology centers around flexibility and the ability to evolve a plan as new information or roadblocks appear. What you thought was important at the beginning of product development may not be necessary anymore, or your stakeholders may have turned you in a completely different direction.

Product backlog refinement includes:

• Adding detail to high-priority backlog items for greater comprehension.
• Improving and reviewing estimates.
• Removing items that are no longer relevant to the product.
• Adding items based on new stakeholder feedback.
• Making adjustments based on the most recent bug fixes.
• Prioritizing items that bring customer value.
• Ordering backlog items to deliver the most impact over the next sprint.

Backlog refinement takes time, but it’s well worth the effort to have a healthy, up-to-date backlog that’s always ready for the development team.

DEEP: The key attributes of a good product backlog

Roman Pichler, the author of Agile Product Management with Scrum: Creating Products That Customers Love, developed DEEP to describe the key attributes of a good product backlog. The acronym DEEP helps product owners and development teams understand how to make smart decisions while maintaining a successful backlog.

The concept is applied throughout the product backlog refinement process, which is a critical part of backlog management. Backlog refinement, previously called backlog grooming, is an ongoing process that ensures a backlog is in tip-top shape. We like to think of it like trimming the branches of a plant.

To help a plant grow, you need to prune and trim it. The refinement process adds details where needed and prioritizes items based on the current information a product owner has from team members and stakeholders.

DEEP stands for Detailed appropriately, Estimated, Emergent, and Prioritized.

Following these guidelines and best practices will lead to a quality backlog, which will lead to smooth product development and a successful end result. Let’s dig into each attribute. 🔎

Detailed appropriately

Details matter, especially as a user story rises in priority. As a backlog item gets closer to being completed or moved into a sprint backlog, it requires more detail. Upcoming backlog items should be detailed appropriately, so they can be better understood by the development team. The closer an item is to being completed, the more detail it should have.

On the other hand, items that are lower on the priority list don’t require nearly as much detail. It’s a poor use of time to add details to lower priority items since you never know how the backlog is going to evolve. You could waste a lot of time detailing low-priority items when they might be removed or revised later on in the process.

Estimated

Thorough estimation should be focused on high-priority items that will be tackled soon. As you refine your backlog and add more details to top-priority items, you can improve your estimation. A good option is using story points to zoom in on the details. They can help you accurately and practically reflect the reality of an item from the customer’s perspective.

📘 Read our guide to incorporating user story points to start using this technique.

Since not much is known about them, it’s difficult to properly estimate items that are lower in priority. When you are further down the priority list, your estimation will be more of a guess since you don’t have all of the information yet. In these cases, use a simple agile estimation technique, such as t-shirt sizing (labeling work items as XS, S, M, L, XL) to make a guesstimate. Based on the information you have at that moment in time, make an approximate estimate on the exertion required for that backlog item.

Emergent

The more you learn about the product and its customers, the more you can improve your product backlog. The backlog is a living document that represents your plan at any one given time. It’s not set in stone, and it should see revisions and improvements as you go.

With the information gleaned from retrospectives and stakeholder feedback, you can update the backlog to reflect what you’ve learned along the way. Allow your backlog to evolve, adding, removing, and refining items as needed.

Prioritized

A product backlog needs prioritization. Items at the top are a higher priority, and items toward the bottom are a lower priority. When deciding which items should be prioritized, consider the value each item will provide.

Your team can maximize its efforts by prioritizing the backlog items that will provide the most value to customers at any given time. Since this will change depending on the current needs of your customers, you need to continually adjust and refine your priority order.

Achieve a DEEP product backlog with Easy Agile

Easy Agile is dedicated to helping agile teams work more effectively. We have a suite of Jira apps designed for teams that want to develop products that put the customer at the forefront of decision making.

Easy Agile TeamRhythm transform your flat product backlog, prioritizing based on value to the customer and bringing the customer journey to life. They help teams organize and prioritize user stories while visualizing the customer journey. Keeping your customers embedded in your process will help you make refinement decisions that are in the best interest of the customer, no matter what phase of development you’re in.

Learn more about our agile apps and follow our blog for the latest content for Jira teams.