How to Use Story and Task Templates

 

By: Kendrick Burson, Agile Coach at cPrime

cPrime’s production pre-printed task and story post-it notes is the next generation to help new teams to organized their data in a standardized way on the post-it pads.

cPrime Story and Task TemplatescPrime Story and Task Templates

 

 

 

 

 

Every team I have ever worked with uses post it notes for planning, and most use these notes for a physical sprint task board that they reference in their daily standup.  The physical notes provide a more tactile, visceral connection with the stories and tasks throughout the sprint.  These post-its are generally only used for sprint planning and this sprint task board, not for general product backlog work.

Story cards contain a header band at the top that allow the story id (from online tool such as Rally or VersionOne), a story name, owner priority and team estimate.  The rest of the card is given to the story narrative, and maybe the acceptance criteria (which are often put on a separate note, paper or on the back of the card).

The task card that teams I have used usually have a similar header [Story ID] [Task ID] [Estimate in Hours].  The rest of the card is used for a brief description of the task.  These cards are always the smaller 3×5 or 3×3 cards to limit the information put on the card (avoid analysis paralysis).

When used in Sprint planning, the Scrum Master will have the story cards pre-printed or filled in with all the information from the sprint backlog and attached to the wall, laid out for easy viewing. The team reviews each story and discusses the design details with some Q&A with the product owner or Subject Matter Expert.  This process often involves modification to the story or acceptance criteria (especially if the story was not previously groomed). Once they are comfortable they vote on an estimate; often they accept the pre-existing estimate from backlog grooming or affinity estimation exercises that occurred earlier.   After they have reviewed established estimates for enough stories to fill their sprint (according to team velocity or capacity) they then turn to task break-downs.

For the task-break down, they return to the top story and discuss what tasks would be necessary to accomplish the story as specified.  This usually involves deep discussions on design and architecture.  The Scrum Master is often challenged to hold the team back from diving too deep and getting lost in analysis paralysis. Mature teams will break out into sub groups, pairs or individuals to do task breakdowns on multiple stories in parallel (one sub-group per story).  After the stories all have guestimated task breakdowns the team reviews each story with their task breakdown and makes modifications as seen necessary by the team as a whole.  In the end each task is ratified for appropriateness and communication of intent as well as estimated in hours to complete.  These task estimates are then rolled up and compared to the story estimate (in story points) and reviewed if adjustments in the story estimates are necessary.

After sprint planning, the story cards and task cards are often placed on a sprint task board. This sprint task board is used to communicate, track and manage the sprint backlog throughout the sprint progress. Developers will move individual task stickies from a pending or ‘to-do’ state through ‘in-progress’ to a ‘done’ state.  Finally, after all tasks for a story are completed the story is reviewed by the product owner and the story card is moved to ‘accepted’, or new tasks are created to finish the story to the product owners satisfaction.

At the end of the sprint, all the task and story post-its are thrown away and sprint planning begins anew with new stories pulled from the top of the product backlog. In order to maintain historical reference data, and for broad communication, the product backlog and tasks are maintained in parallel in an online tool such as rally or versionOne. In many teams, the Scrum Master volunteers to maintain the online tool to free up the developers to write code.

Post-it notes have been used for the past decade to manage iteration work details.  Online tools have been appearing to help organize, manage and mine this data as well as make it accessible to people located outside the team area.

Get your own cPrime Story and Task Template Set

cPrime Names Project Management Consultant of the Month for December 2011

Gary Goldstone, consultant at macys.com for cPrimecPrime is proud to have project management consultants that exemplify and uphold project management excellence. Each month, one of cPrime’s many worthy consultants  are chosen because they go above and beyond the call of duty; this month, cPrime recognizes and applauds Gary Goldstone, Program Manager at macys.com for his achievements, diligence, and hard work.

Gary has been an outstanding Program Manager that has led major initiatives with two of cPrime’s largest clients for more than 2 years. He is widely recognized by his peers and executive leadership as a “rockstar”! He is well respected by his teams and has delivered on very challenging projects with William Sonoma and Macys.com. cPrime is very lucky to have him on our team!  Congratulations to Gary Goldstone, cPrime’s December 2011 Consultant of the Month!

When Scrum Isn’t Agile enough

by: Jeffery Howey

I’ve rarely run into scenarios where a 2 or 3 week time frame from User Story to Release was seen as a bottleneck – especially with history working on 18-month projects in my (not-distant-enough-to-forget-the-pain) past.  However, during a recent class, I was challenged by a savvy Scrummer with the question, “What if Scrum isn’t Agile enough?”  It took me a moment to grasp the gravity of the question before me.  Scrum?  That which I espouse as an ideal (albeit, not the only) way to deliver customer value frequently and regularly?

After just a few minutes of deeper investigation, it became clear that 3 weeks was not too long for this particular querent’s customers.  In fact, their customers were delighted that they could put forth a request and see it come to fruition within a month (if it was of sufficient priority, of course).   It was the Scrum Team itself that was concerned that they could frequently turn around functionality more quickly if they weren’t bound by a 3 week release schedule.  They, wisely, wanted to avoid Sprints that were much shorter as a majority of their backlog fit nicely into 3 weeks.

Lucky for me, the question came only 10 minutes before I planned to tackle training material that started with “Kanban: Where it fits.”  Rather than delay the discussion, we tabled our deep-dive into Scrum and regained the attention of a few audience members by flipping to that section immediately.

Call it Kanban, call it Lean, call it whatever you like (I know this article will ruffle a few feathers with the use of any of these words), but the point is this: Agile itself is meant to be agile – to identify what is needed and to do it.  “We value… working software, customer collaboration and responding to change,” after all.  As an Agilista at heart, the goal is to deliver value as quickly and sufficiently as feasible. (note the period at the end of my last sentence)

This particular team supported a robust reporting platform that crossed multiple data sources and business units.  They worked aggressively to groom their Product Backlog on a regular basis, pointed every Story, crossed every “T” and dotted every “I” in the Scrum Guide.  Scrum was working well for the team and their customers.  But they still felt something could be done more quickly with some of their User Stories.

The stories at issue generally revolved around minor changes to existing features – such as adding additional validation or selection criteria to reports, modifying existing data field structures, incorporating ad-hoc data from external sources into their data warehouse.  During our discussion, the team indicated that initially many of these User Stories were given a point value of 1 because they were so small.  After several Sprints, the team revised their pointing structure to attempt giving more valuable information with their Story Points (a noble effort) and created a new set of criteria to help the myriad “1’s” in the backlog break out into at least something through 5. This did not feel right to the team as it was not very useful to anyone but themselves for identifying effort.  They then discussed combining multiple requests into one larger epic to be sized and tasked; but immediately voted down the idea (rightly so) as it was seen as simply a planning tactic and would cause confusion all around.  The team was left dissatisfied as the Story Points were not incredibly meaningful and the tasking discussion during Sprint Planning often took as long as making the code change would take.

Eliminate waste! The team was ready.  My only question to the team was this: “What if some portion of the team’s time was spent just working down the list of priorities?” Within minutes the team felt validated with ideas they had already discussed – but felt broke the “rules” of Scrum.  They had identified that they could sacrifice one team member per Sprint to focus on these issues.  But, it is not a principle of Agile to sacrifice a teammate to anything, even if the more mundane tasks were rotated.  During our few minutes of brainstorming down the bunny trail, the team identified that they could carve out 10 hours of their Sprint Capacity every Sprint to focus on delivery of these prioritized requests and actually improve their overall velocity by removing the overhead of the Scrum rituals related to these small bits of work.  As an added bonus, nobody had to be sacrificed.

The next steps were quickly evident.  Beginning with their next Sprint, the team would modify their capacity to allow for 10 hours of time on the “Hit List” (as they called it) in a FPIFPO (that’s first “priority” in, first “priority” out) approach.  Following the tenets of Agile, these were not immediately assigned to individuals – which allowed them the freedom to self-organize around WHEN the 10 hours of time would be given to the work.  This also allowed the team to swarm on priority requests and work together when feasible.

The “Hit List” is now a separate piece of the Product Backlog, but is clearly maintained in a visual manner that allows the Scrum Product Owner to see the priorities across the portfolio.  The team has empowered the Product Owner to guide the team’s allotment of time when needed.  If there are more priorities on the “Hit List” than the rest of the Product Backlog, the team may devote more than 10 hours during their next Sprint to the FPIFPO work; or less time, if other priorities are on deck.

The kicker to this article is in the moral of the story.  In the end, the team had the answer.   They had tested different ways to implement the answer.  There was some initial distress in the idea of jumping from the Scrum side of the creek to the Kanban side, understandably wanting to avoid confusion internally and with their customers.  But a little wading into the creek built confidence that it is possible, in many settings, to wade (vs. jump or swim) the waters between Agile processes.  I was happy to nudge them into the water, but through inspecting their progress and adapting to their reality, this team used their own collective knowledge and creativity to answer the question “What if Scrum isn’t Agile enough?”

Are you ready to roll up some pant legs and wade?

 

cPrime’s Project Management Excellence Awards

Project Management Excellence AwardsWe are extremely excited to roll out our newly developed Project Management Excellence Award. The program is designed to recognize and celebrate consultants who have gone above and beyond expectations. Please look below to see this quarter’s featured consultants:

Elsa Lee

Elsa Lee cPrime Consultant of the MonthElsa joined eBay in August to lead an extremely sensitive ERP implementation. Between her tireless work ethic, her political savvy and her resilience in the face of adversity, Elsa’s success has been noted by 100% of the stakeholders that we interviewed at eBay. The Manager of the Global Technology PMO of eBay, spoke of Elsa as “setting the standard for future Project Managers at eBay.”

Veerabhadresh Veeranna

Veer joined GAP more than 18 months ago and has been leading multiple high profile, important projects for GAP Corporate IT. Veer’s dedication and hard work has been continually praised by his co-workers and the PMO leadership at GAP, leading to multiple contract extensions. The Director of PMO at GAP recently proclaimed that without Veer’s tireless oversight they would have only achieved a fraction of the success that they have enjoyed this year.

Padmaja Mummaneni

back in 2009 as a Business Systems Analyst. She has an amazing work ethic and has been recognized countless times for her success by her management and peers. Padmaja has continued to extend her contracts at Netapp and just most recently, converted from a Business Systems Analyst into a Project Management role. It has been a great pleasure working with Padmaja and we know that she will only find success in her new role.

 

cPrime’s San Francisco Agile User Group is Back in Action!

cPrime has taken a new initiative to be a more active host for SF Agile Meetup events in 2012!  Our experts are on the cutting edge of all things agile; gather with us as well as like-minded peers and colleagues to learn about new and trending agile topics!

cPrime's SF Agile Meetup Events

Upcoming cPrime SF Agile Meetup Events

The New Agile Certification!

Learn about the latest Agile Certification from the PMI – The PMI Agile Certified Practitioner! The PMI has recently announced that they will be offering a new Certification for Agile Project Managers. The certification will validate a PM’s experience and mastery of the agile principals and processes. An Agile certified practitioner will have the knowledge of both Agile and Waterfall practices and is able to lead teams on Agile projects. By holding this Agile Practitioner Certification, which is more credible than other agile certifications out there, a practitioner can verify their agile expertise to companies looking to adopt the agile methodology. For more info on the certification and courses to help you prepare, visit our PMI Agile Certified Practitioner Exam Prep page.

To be held 2/7/11 at 6:30pm, location TBD -  Visit sfagile.org for more info!


Validate Agile with Financial Metrics

Learn how to financially identify the benefits of Agile and the differences between “Agile-like” behaviors and highly functioning teams.  This  topic will focus on how to financially identify the impact of agile to an organization.  Many firms that have been doing agile a while, yet cannot give metrics to determine if agile has helped them and what it has meant to the company.

To be held 3/13/11 at 6:30pm , Location TBD – Visit sfagile.org for more info!

 

cPrime Names Consultant of the Month for November 2011

 

Veer, Consultant for cPrime at Gap - Consultant of the Month Nov 2011

VEER VEERANA IS NAMED CPRIME CONSULTANT OF THE MONTH FOR NOVEMBER 2011!

Veer is a PMP certified, seasoned, business savvy, result oriented Project manager who has hands on experience in Business Intelligence(BI), Enterprise Data Warehouse(EDW), Inventory Management, Infrastructure and Healthcare. Veer has bachelors degree in Computer Science from Bangalore university

Apart from key proactive project management activities (Risk, budget, time, issue, quality, resource, vendor management), Veer actively practices following key additional points at Gap which helps in successful project implementation:

  • When there are multiple/competing priorities, prioritize the priorities for yourself and your team members and set the right expectation
  • Guide/ Help individual team members become successful which in turn helps the project to be successful
  • Keep it simple

PHOTOS FROM AWARD CEREMONY

Veer, Consultant for cPrime at Gap - Consultant of the Month Nov 2011Veer, Consultant for cPrime at Gap - Consultant of the Month Nov 2011

cPrime’s Quarterly News Letter

A FEW WORDS FROM THE CEO

Zubin Irani, cPrime CEOIt seems like just a few weeks ago when we started the push into Q2, and here we are having just wrapped up Q3 already!! Three months later, I am happy to say that we are pushing forward, stronger and faster, towards another record setting and groundbreaking year. There are several achievements I would like to highlight that is  propelling cPrime forward as we continue to pioneer in Project Management, Agile Methodologies & Training.

We have brought on new Agile instructors, coaches, consultants as well as a new VP of Agile Services as we continue to invest in the practice. We are also focused on branching out our services by educating executives on the benefits of agile project management. Leading the Agile charge is Kevin Thompson, Agile Practice Lead.  Under his guidance and example, Kevin is aligning our Agile Team to take on and conquer all of the new and great opportunities that the cPrime Teams are closing.

A new website and marketing collateral, has been developed and redesigned by our rockstar marketing team, and includes a packet of services cPrime provides for clients to get a brief but informative overview of our company. The marketing overhaul highlights cPrime’s full service solutions: from Agile Consulting, to our PMP training classes, to staffing only the best and brightest consultants for our clients.

Our internal family is also growing as we welcome seven new members to the cPrime team:

  • John May leads our Agile Practice as VP of agile services. He spent 5 years at Rally, a leading Agile software & services company, and helped them break into and grow Cisco & ebay/Paypal accounts.
  • Matt Schenck, a senior recruiter, has been the perfect addition to round out our outstanding recruiting team.
  •  Nathan Matsushima is a recent graduate from UC Davis and holds a degree in Community & Regional Development w/ an emphasis in Environmental Policy. Formerly a Bay Area native, he made the move down to Los Angeles in early January and started with cPrime’s LA division as a Financial Analyst.
  • Oliver Cheng, our new intern who has just been converted to a Training Analyst working on our training software (LMS) has been doing a great job assisting with training and operations.’
  • Stedman Ng joins us as our VP of Finance and will lead the finance team to complete and total WORLD DOMINATION. Stedman is a CPA and has a great background in the staffing space, reporting and optimization and we are very excited to have him join the team and Los Angeles office.
  • Kendrick Burson is our newest “agile” hire. He brings deep knowledge of agile technical skilss, and best practices in teaching ballroom dancing.

As we continue to discuss important changes to our cPrime family, we are pleased to announce our very own Monte Montoya‘s growth into the position of Vice President of Marketing and Sales! With only two years under his belt with the cPrime Family, Monte has gone above and beyond his duties as Director of Marketing & Training by enhancing the skills and efforts of his team which has enabled them to crush their team and individual goals, he has made great impact cross departmentally like continually driving leads for our Sales and Agile teams, all the while helping to support highly energetic strategic internal endeavors.  He will continue to be responsible for Training & Marketing, but will take on building out our Sales pipeline and building out a first class Lead Generation Engine.

As we kick off Q4, we expect to continue growing our company in services as well as our family. On the consultant side, we are continually working hard to provide our consultants with the best assistance and support and we always welcome feedback and suggestions.

We have assembled a remarkable team, both in the back office and consultants out in the field. Every time I meet with a client, I am reminded of the great impact we have and am told how different of an organization we are. With each new milestone crossed, record broken, or even just being in the office with our stellar back office team, I am reminded of what an amazing team and organization we are a part of.

MOBILE APPS

 We are continuing to further grow our endeavors in Project Management education as we roll out bigger and better training apps for the mobile space. We currently have two apps available: Agile Poker for Android and PMP Prep Pal for both the Android & IOS. We also expect to release an Agile Training App in the coming weeks.

OUR REFERRAL PROGRAM
  • $1000 bonus for leads of open positions / requisitions that cPrime fulfills.
  •  $500 bonus for referring consultants that are placed on assignment by cPrime (and in place for 90 or more days).
  • $500 bonus for identifying corporate training that cPrime fulfills.Please send your questions, leads, or candidate referrals to:

 referrals@cprime.com

Agile | Waterfall & Uncertainty in Project Management | Dr. Kevin Thompson – cPrime

In these series of videos, Dr. Kevin Thompson compares and contrasts Agile projects with Waterfall projects and shows the affects of each when facing uncertainty. Kevin conducts a methodology experiment and shows why Agile projects succeed when others fail.

How Uncertainty Works

All estimates are subject to uncertainty, and project schedules are no exception. A schedule consists of a set of tasks, which are executed at times dictated by dependencies and resources. The simplest schedule, consists of a set of tasks that are executed one after the other.

The schedule for a project contains uncertainty because the estimated effort or duration of each task has some uncertainty associated with it. We would really like to know exactly how long a task will take. If we can’t know that, we would at least like to know how much uncertainty is associated with the task. Unfortunately, we will never know the first, and usually will never know the second, either. (The exception to the latter rule is for tasks that are repeated, identically, enough times for us to collect meaningful statistics about them.) Read the full article about Estimation and Uncertainty.

Please Watch Parts 2 Through 5 Below:

 

To learn more about agile, development or Scrum, please visit us at:
http://www.cprime.com/training

cPrime Launches New Online PMP® Project Management Courses

Targets Project Managers Seeking to Train and Prepare for PMP® Certification and Refresh on PMBOK® Concepts

Foster City, CA –March 31, 2010– cPrime, announces the expansion of its project management curriculum with online, self-paced courses that allow professionals to earn Professional Development Units (PDUs) and prepare for the Project Management Institute’s (PMI) Project Management Professional (PMP®) certification exam. cPrime is partnering with MindEdge, Inc., a leading online education provider and a PMI® Global Registered Education Provider, to offer these web-based courses.

Project management is one of a host of professions now offering online courses to accommodate time-constrained and cost-conscious professionals. Since courses are self-paced and 100% web-based, professionals can earn PDUs or prepare for the PMP® exam from the comfort of their own offices or homes with access to courses at any time, on any day.

With access to Project Management courses around the clock, professionals can progress through courses at their convenience and at their own pace. These project management courses include interactive exercises, real-world examples, case studies, quizzes, and practice exams to help learners apply PMBOK® Guide concepts. Learners can raise questions throughout the course with an “Ask the Expert” feature and will receive responses within 24 hours.

Participants who successfully complete our PMP® Exam Prep course earn 35 Professional Development Units (PDUs) and are well prepared for the certification exam. And for participants looking to maintain their PMP certification or looking to brush up on specific areas, cPrime offers a variety of courses that review PMBOK® Guide Knowledge concepts vital to a Project Manager’s training and qualifies learners for 3.5-35 PDUs.

According to Zubin Irani, CEO of cPrime, “This training program offers an easy and convenient way for professionals to train for the PMP® certification exam or refresh their knowledge and understanding of Project Management concepts. This new online program adds to the flexibility and savings in travel that many of our students seek and strengthens cPrime’s commitment to providing top quality Project Management training.”

A listing of courses, detailed course descriptions, and registration information is available at http://www.cprime.com/training


About cPrime

cPrime is a project management consulting, staffing and training services company on the front lines of technology and methodology.  Our consulting engagements help clients transform the way they deliver projects giving them the critical ability to meet the pace and quality required in today’s market.  Our comprehensive life cycle services provide end-to-end processes that increase your project success rate while establishing project governance across the enterprise.  From audits and assessments to advanced methodology implementations, our leadership teams mentor organizations through Agile Development and methodology shifts.  Our customized training solutions are structured to provide the understanding, preparation, and real world experience to help organizations and individuals achieve industry recognized certifications, earn professional development units (PDUs) and advance their career.

cPrime Inc. Searching for a Scrum Trainer / Coach. Come Join Our Team!

We are searching for a Scrum Trainer / Coach to join our team!

Minimum Relevant Yrs of exp:

* Minimum of 1-3 years of experience in Scrum Training and Coaching

Job Description (In Detail) :

• Graduate or post graduate with 1 to 3 years of experience in providing Scrum Training and Coaching
• Preferably Certified ScrumMaster
• Provide coaching support to project teams in terms of Sprint planning, estimations.
• Involved in helping Scrum Teams in analyzing requirements and breaking down into independent stories.
• Helping the teams in analyzing the Burndown charts, Burnup Charts etc
• Innovative ideas of mentoring the Scrum teams as per the Scrum Framework
• Facilitating Sprint Reviews and Sprint Retrospection

Required Behavioral Competencies:

• Ability to guide teams in matrix organization
• Proven ability to effectively communicate any process improvement matter to all levels of management
• Ability to independently lead Scrum related training
• Creativity and flexibility to face and resolve challenges
• Good presentation skills

About Us:

cPrime is the premier Project Management Training and Consulting company on the West Coast.

Training – We are a PMI® Registered Education Provider and provide comprehensive certification courses such as PMP and Certified Scrum Master, our most popular course, as well as Project and Program Management. In addition to providing training and consulting services around traditional PM frameworks and methodologies, we are a leading provider of Agile/Scrum Training, Coaching and Business Process Re-engineering.

Consulting – Whether you want to assess your readiness to undertake a project/program or assess the PMO organization internally and its external interactions with business units, we can help. We also provide guidance and coaching around Agile/Scrum