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Estimating and Planning Agile Projects

Available Modalities:

  • e-Training
  • Public Classroom
  • On Site
  • Virtual Classroom
Delivery Method PDU Total Technical PMP/PgMp Leadership Strategy PMI RMP PMI SP PMI ACP PfMP PMI PBA
Instructor-Led Training 15 15 0 0 0 0 15 0 0
Delivery Method Instructor-Led Training
PDU Total 15
Technical PMP/PgMp 15
Leadership 0
Strategy 0
PfMP 0
  • CEUs: 1.5

Delve deeper into Agile estimating and planning at the Release and Program Management levels. This course is designed to give students a more complete and in-depth understanding of Agile project planning and estimating topics that are commonly a source of struggle and frustration within project teams.

Specifically, this course addresses what constitutes "just enough" when it comes to upfront requirements, upfront sizing and design, and planning. By incorporating real-world examples and approaches into the curriculum students are able to think practically about these issues.

Participants will learn the six levels of planning which include: Strategic, Portfolio, Roadmap, Release, Iteration, and Daily.

To take this course you should have basic Agile knowledge and experience, this is not a beginner level course.

  • Address challenges with traditional planning and estimating
  • Define what Agile is and why it is used
  • Implement Agile estimating and planning principles
  • Implement the six levels of planning
  • Use the Agile Lifecycle Diagram and know what happens when
  • Write stories and break down EPICs
  • Implement Agile sizing methods and know when to use what
  • Implement Affinity Sizing, Poker Planning, Complexity Buckets, and Ideal days
  • Explain velocity and capacity and estimate initial velocity
  • Implement planning and release
  • Plan for fixed date and fixed scope
  • Implement multi-team program release planning
  • Use EPIC sizing buckets and re-estimation and calibration
  • Implement distributed teams release planning
  • Describe Agile metrics- what is measured

This course uses digital materials.

  • Agile Estimating and Planning

    Agile Estimating and Planning

    Organizing Tools

    About Me

    About YOU!

    Purpose of This Course


  • The Problems with Planning and Estimating

    The Problems with Planning and Estimating

    Top Challenges with Planning & Estimation

    The Problem We’re Trying to Solve

    It’s No Wonder…

    Feature Usage

    Project Failure Rates

    Comparing Success Factors by Method

    Questionable strategies applied by IT project teams to stay “out of trouble”

    Why 37% of Projects Fail?

    Agile Planning


  • Agile Planning and Estimating Principles

    Agile Planning and Estimating Principles

    The Agile Manifesto – 2001

    Agile Principles

    Agile Planning is Value Driven

    Agile Planning

    The Cone of Uncertainty

    Agile Estimation vs. Traditional

    Great Plans Should…


    Agile Planning & Estimating Principles

    Accuracy Evolves with Data

    Providing a Range Estimate

    Who Should Estimate?

    Value- Based Decomposition

    6 Planning Levels

    The Agile Lifecycle


  • Writing User Stories and Breaking Down EPICs

    Writing User Stories

    What is a Story?

    User Stories: Examples

    Example Backlog

    Sample Stories for Process Improvement

    Guidelines for User Stories

    Levels of Agile Requirements

    Sample Requirements Breakdown

    Non-User Stories

    Story Writing Workshops

    Sample Story Map

    Techniques for Slicing Stories

    VIDEO: Story Slicing Techniques


  • Estimation and Sizing Methods

    Estimation and Sizing Methods


    The ‘Right Method’ for the ‘Right Time’

    Agile Estimation Techniques

    Affinity Estimating

    Methods for Deriving an Estimate

    Common Sizing Units

    Why Story Points?

    Story Points – Fibonacci Scale

    Planning Poker for Story Sizing

    The Complexity Bucket Method

    VIDEO: Story Sizing

    Workshop – Relative Sizing


  • Understanding Velocity and Capacity

    Understanding Velocity

    What is Velocity?

    Velocity and Points

    Measuring Velocity

    Sample Point and Cost Burn Up Chart

    EVM-Value Cost Burn-up

    How Velocity Helps with Planning

    Estimating Initial Velocity

    Capacity Planning

    Iteration Capacity Map

    Comparing Team Velocities

    Factors Affecting Team Velocity

    How You Can Influence Velocity


  • Building a Release Plan

    Building a Release Plan

    What is Release Planning?

    Release Planning Session

    Release Planning Sample Agenda

    Sample Iteration and Release Plan

    How Long Should My Iteration Be?

    Fixed Time…Fixed Scope

    Steps for Planning Fixed Scope

    Example – Planning for Fixed Scope

    Steps for Planning Fixed Date

    Planning for Additional Iterations

    Schedule Buffering Methods

    Example: Estimating release with Buffers

    Sample Release Planning Wall

    VIDEO: Release Planning

    Re-Estimation and Calibration

    Course Check-Point – Your Takeaways


  • Multi-Team Program Planning

    Multi-team Program planning

    What is an Agile Program?

    Single Team Program

    Multi-team Program

    Top Challenges with Multi-team Planning

    Steps for Multi-Team Planning

    Building a Product Roadmap

    Roadmap Sample

    Multi-team Release Planning Session

    Tips for the Planning Session

    Multi-team Release Planning Sample Agenda