Scrum Plan and Estimate Phase

Plan and Estimate Phase

9.1 Create User Stories

INPUTS

  1. Scrum Core Team*
  2. Prioritized Product Backlog*
  3. Done Criteria*
  4. Personas*
  5. Stakeholder(s)
  6. Epic(s)
  7. Business Requirements
  8. Laws and Regulations
  9. Applicable Contracts
  10. Scrum Guidance Body

TOOLS & TECHNIQUES

  1. User Story Writing Expertise*
  2. User Story Workshops
  3. User Group Meetings
  4. Focus Group Meetings
  5. Customer or User Interviews
  6. Questionnaires
  7. User Story Estimation Methods
  8. Scrum Guidance Body Expertise

OUTPUTS

  1. User Stories*
  2. User Story Acceptance Criteria*
  3. Updated Prioritized Product Backlog
  4. Updated or Refined Personas

9.2 Approve, Estimate, and Commit User Stories

INPUTS

  1. Scrum Core Team*
  2. User Stories*
  3. User Story Acceptance Criteria*
  4. Scrum Guidance Body

TOOLS & TECHNIQUES  (User Story Estimation Methods)

  1. User Group Meetings*
  2. Planning Poker
  3. Fist of Five
  4. Points for Cost Estimation
  5. Other Estimation Techniques: (Wideband Delphi, Relative Sizing/Story Points, Affinity Estimation, Estimate Range)
  6. Scrum Guidance Body Expertise

OUTPUTS

  1. Approved, Estimated, and Committed User Stories*

9.3 Create Tasks

INPUTS

  1. Scrum Core Team*
  2. Approved, Estimated, and Committed User Stories*

TOOLS & TECHNIQUES

  1. Task Planning Meetings*
  2. Index Cards
  3. Decomposition
  4. Dependency Determination: (Mandatory dependencies, Discretionary dependencies, External dependencies, Internal dependencies)

OUTPUTS

  1. Task List*
  2. Updated Approved, Estimated, and Committed User Stories
  3. Dependencies

9.4 Estimate Tasks

INPUTS

  1. Scrum Core Team*
  2. Task List*
  3. User Story Acceptance Criteria
  4. Dependencies
  5. Identified Risks
  6. Scrum Guidance Body

TOOLS & TECHNIQUES

  1. Task Estimation Meetings*
  2. Estimation Criteria*
  3. Planning Poker
  4. Fist of Five
  5. Other Task Estimation Techniques

OUTPUTS

  1. Effort Estimated Task List*
  2. Updated Task List

9.5 Create Sprint Backlog

INPUTS

  1. Scrum Core Team*
  2. Task List*
  3. User Story Acceptance Criteria
  4. Dependencies
  5. Identified Risks
  6. Scrum Guidance Body

TOOLS & TECHNIQUES

  1. Task Estimation Meetings*
  2. Estimation Criteria*
  3. Planning Poker
  4. Fist of Five
  5. Other Task Estimation Techniques

OUTPUTS

  1. Effort Estimated Task List*
  2. Updated Task List
  3. Length of Sprint*
  4. Previous Sprint Velocity
  5. Dependencies
  6. Team Calendar
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