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Agile Estimating and Planning is the definitive, practical guide to estimating and planning agile projects. In this book, Agile Alliance cofounder Mike Cohn discusses the philosophy of agile estimating and planning and shows you exactly how to get the job done, with real-world examples and case studies.
Concepts are clearly illustrated and readers are guided, step by step, toward how to answer the following questions: What will we build? How big will it be? When must it be done? How much can I really complete by then? You will first learn what makes a good plan-and then what makes it agile.
Using the techniques in Agile Estimating and Planning, you can stay agile from start to finish, saving time, conserving resources, and accomplishing more. Highlights include:
Agile Estimating and Planning supports any agile, semiagile, or iterative process, including Scrum, XP, Feature-Driven Development, Crystal, Adaptive Software Development, DSDM, Unified Process, and many more. It will be an indispensable resource for every development manager, team leader, and team member.
Why Do It? 5
What Makes a Good Plan? 8
What Makes Planning Agile? 9
Summary 10
Discussion Questions 10
Planning Is by Activity Rather Than Feature 12
Multitasking Causes Further Delays 15
Features Are Not Developed by Priority 17
We Ignore Uncertainty 17
Estimates Become Commitments 18
Summary 18
Discussion Questions 19
An Agile Approach to Projects 23
An Agile Approach to Planning 27
Summary 31
Discussion Questions 32
Story Points Are Relative 36
Velocity 38
Summary 40
Discussion Questions 41
Ideal Time and Software Development 44
Ideal Days as a Measure of Size 46
One Estimate, Not Many 46
Summary 47
Discussion Questions 47
Estimates Are Shared 51
The Estimation Scale 52
Deriving an Estimate 54
Planning Poker 56
Why Planning Poker Works 59
Summary 60
Discussion Questions 60
Introducing the SwimStats Website 61
When Not to Re-Estimate 62
When to Re-Estimate 64
Re-Estimating Partially Completed Stories 66
The Purpose of Re-Estimating 67
Summary 67
Discussion Questions 67
Considerations Favoring Story Points 69
Considerations Favoring Ideal Days 72
Recommendation 73
Summary 74
Discussion Questions 75
Factors in Prioritization 80
Combining the Four Factors 86
Some Examples 86
Summary 88
Discussion Questions 89
Sources of Return 93
An Example: WebPayroll 96
Financial Measures 102
Comparing Returns 108
Summary 109
Discussion Questions 109
Kano Model of Customer Satisfaction 112
Relative Weighting: Another Approach 117
Summary 119
Discussion Questions 120
When to Split a User Story 121
Splitting across Data Boundaries 122
Splitting on Operational Boundaries 124
Removing Cross-Cutting Concerns 125
Don't Meet Performance Constraints 126
Split Stories of Mixed Priority 127
Don't Split a Story into Tasks 127
Avoid the Temptation of Related Changes 128
Combining Stories 128
Summary 129
Discussion Questions 129
The Release Plan 134
Updating the Release Plan 138
An Example 139
Summary 142
Discussion Questions 143
Tasks Are Not Allocated During Iteration Planning 147
How Iteration and Release Planning Differ 148
Velocity-Driven Iteration Planning 149
Commitment-Driven Iteration Planning 158
My Recommendation 162
Relating Task Estimates to Story Points 163
Summary 165
Discussion Questions 166
Factors in Selecting an Iteration Length 167
Making a Decision 171
Two Case Studies 173
Summary 175
Discussion Questions 176
Use Historical Values 178
Run an Iteration 179
Make a Forecast 181
Which Approach Should I Use? 185
Summary 186
Discussion Questions 186
Feature Buffers 188
Schedule Buffers 189
Combining Buffers 198
A Schedule Buffer Is Not Padding 199
Some Caveats 199
Summary 200
Discussion Questions 201
Establishing a Common Basis for Estimates 204
Adding Detail to User Stories Sooner 205
Lookahead Planning 206
Incorporating Feeding Buffers into the Plan 208
But This Is So Much Work 210
Summary 210
Discussion Questions 211
Tracking the Release 216
Release Burndown Charts 219
A Parking-Lot Chart 224
Summary 225
Discussion Questions 226
The Task Board 227
Iteration Burndown Charts 230
Tracking Effort Expended 231
Individual Velocity 232
Summary 232
Discussion Questions 233
Communicating the Plan 237
Communicating Progress 238
An End-of-Iteration Summary 241
Summary 244
Discussion Questions 245
Replanning Occurs Frequently 249
Estimates of Size and Duration Are Separated 250
Plans Are Made at Different Levels 251
Plans Are Based on Features, Not Tasks 252
Small Stories Keep Work Flowing 252
Work in Process Is Eliminated Every Iteration 252
Tracking Is at the Team Level 253
Uncertainty Is Acknowledged and Planned For 253
A Dozen Guidelines for Agile Estimating and Planning 254
Summary 256
Discussion Questions 257
Day 1—Monday Morning 262
Estimating the User Stories 270
Preparing for Product Research 281
Iteration and Release Planning, Round 1 284
Two Weeks Later 302
Planning the Second Iteration 303
Two Weeks Later 305
Revising the Release Plan 305
Presenting the Revised Plan to Phil 308
Eighteen Weeks Later 312