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Agile planning and project management

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The document discusses an agenda for agile planning and project management. It covers iterative and incremental development, user stories, estimating effort for stories, and planning iterations. The presentation introduces user stories and templates, discusses adding details as sub-stories or conditions of satisfaction. It also covers estimating story points using planning poker and velocity to calculate how many story points a team can deliver in future iterations.

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Agile Planning and Project Management Mike Cohn Agile 2013 August 5, 2013 ® • Founding member of Agile Alliance & Scrum Alliance • Founder of Mountain Goat Software • Doing Scrum since 1995 • Started my career as a programmer • VP Engineering in 4 companies Mike Cohn 1 2

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© Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning © Copyright Mountain Goat Software ®® • Iterative and incremental • User stories • Estimating • Planning Agenda 3 4

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© Copyright Mountain Goat Software ® Iterative • Revisit previously worked-on pieces © Copyright Mountain Goat Software ® © Copyright Mountain Goat Software ® Incremental • Develop one piece at a time © Copyright Mountain Goat Software ® 5 6

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© Copyright Mountain Goat Software ® Iterative & incremental • Do some of one part then some of the next © Copyright Mountain Goat Software ® © Copyright Mountain Goat Software ® Daily Iteration Release Product Portfolio Strategy Team focuses here Team focuses here Team focuses here Six levels of planning 7 8

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© Copyright Mountain Goat Software ® Iteration 2Iteration 1 Iteration 3 Iterations 4–7 Cd h … 8 Ts h … 1 Dsg a … 8 Cd h … 6 Ieain PaIeain Pa Cd h … 6 Dcd … 4 Ts h … 6 Atmt … 8 A release plan © Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning 9 10

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© Copyright Mountain Goat Software ® A a feun flyr, I wn o rbo a at ti A a ue, I at o rsre a htl ro. A a vcto taee, I at o e poo o h htl. A a ue, I a cne a rsrain. o ht I ae ie boig tis I ae otn. © Copyright Mountain Goat Software ® A template As a <user type>, I <want/need/can/etc.> some goal, [so that <reason>]. 11 12

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© Copyright Mountain Goat Software ® Where are the details? A a ue, I a cne a rsrain. • Does the user get a full or partial refund? • Is the refund to her credit card or is it site credit? • How far ahead must the reservation be cancelled? • Is that the same for all hotels? • For all site visitors? Can frequent travelers cancel later? • Is a confirmation provided to the user? How? © Copyright Mountain Goat Software ® Add details as sub-stories A a ue, I a cne a rsrain. A a peim ie mme, I a cne p o h ls mnt. A a nn-peim mme, I ed o cne t lat 4 hus n avne. A a mme, I m eald a cnfirain we I cne. 13 14

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© Copyright Mountain Goat Software ® … or as Conditions of Satisfaction Vrf ht a peim mme cn cne h ae a wtot a fe. Vrf ht a nn-peim mme s cagd 1% o a sm-dy cnelto. Vrf ht n eal cnfirain s sn. • Conditions of Satisfaction are essentially tests • Should come from the product owner A a ue, I a cne a rsrain. © Copyright Mountain Goat Software ® Time Legend Smaller Larger Size Detail Less More Ei Tee 15 16

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© Copyright Mountain Goat Software ® A a P Mreig, I a rve h promne o hsoia d cmags s ht I a ietf n rpa pofitbe oe. A a P Mreig, I a slc h tmfae o ue hn rveig h promne f at cmags, o ht … A a P Mreig, I a slc wih ye f cmags (drc mi, T, eal, rdo, ec.) o icue hn rveig … A ei Eis? © Copyright Mountain Goat Software ® A a P Mreig, I at t e ifrain n drc miig hn rveig hsoia cmags. As a VP Marketing, I want to see information on TV ads when reviewing historical campaigns. As a VP Marketing, I want to see information on TV ads when reviewing historical campaigns. A a P Mreig, I at t e ifrain n eal as hn rveig hsoia cmags. 17 18

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© Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning © Copyright Mountain Goat Software ®® • Iterative and incremental • User stories • Estimating • Planning Agenda 19 20

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How long to… • Drive to Seattle • Read a…ahem… good book © Copyright Mountain Goat Software ® Estimate size; derive 300 kilograms Size Calculation Duration Velocity= 20 300÷20= 15 iterations ➞ ➞ 21 22

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© Copyright Mountain Goat Software ® Two Units For ESTIMATING 1 2 Ideal Time Story Points © Copyright Mountain Goat Software ® Ideal time • How long a thing will take if: • it’s all you work on • no one interrupts you 23 24

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© Copyright Mountain Goat Software ® © Copyright Mountain Goat Software ® Story points •How long a user story will take to develop (effort) •Influenced by • Complexity • Uncertainty • Risk • Etc. 25 26

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® © Copyright Mountain Goat Software Your time cannot be added to mine • You can run the trail in 5 minutes • I can run it in 10 minutes • We can’t agree on how long it will take to run • But we can agree the trail is 1 km 27 28

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© Copyright Mountain Goat Software ® Planning Poker® • Each estimator has cards with valid estimates • A product backlog item is discussed • Each estimator selects an estimate • Cards are turned over • Discuss differences (especially outliers) • Repeat until consensus ® © Copyright Mountain Goat Software Susan Vadim Ann Chris 29 30

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© Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning © Copyright Mountain Goat Software ®® • Iterative and incremental • User stories • Estimating • Planning Agenda 31 32

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© Copyright Mountain Goat Software ® 0 10 20 30 40 50 34 35 40 29 42 38 45 40 39 Average = 38 StoryPoints Iterations Velocity © Copyright Mountain Goat Software ® Product Backlog How much can be delivered in 5 iterations? 5×38➞ 33 34

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© Copyright Mountain Goat Software ® Using a confidence interval 0 10 20 30 40 50 34 35 40 29 42 38 45 40 39 StoryPoints Iterations © Copyright Mountain Goat Software ® Calculating a confidence interval # of historical iterations Iterations to throw out from each each end 0–7 0 8–10 1 11–12 2 13–15 3 16–17 4 18–20 5 21–22 6 23–25 7 26+ 8 35 36

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© Copyright Mountain Goat Software ® Ue h oln vlct rne cluao t mutigasfwr .cm/tos © Copyright Mountain Goat Software ® Product Backlog Will have Might have Won’t have A better answer: • How much can be delivered in 5 iterations? • Fixed-date planning 5×34➞5×42➞ 37 38

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© Copyright Mountain Goat Software ® Fixed-scope projects • Sum the product backlog • Estimate velocity as a range • Divide the size of the product backlog by the velocity range 120÷15= JUNE 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 3 10 17 24 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 SUN MON TUE WED THU FRI SAT JANUARY 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 6 13 20 27 SUN MON TUE WED THU FRI SAT FEBRUARY 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 2 9 16 23 3 10 17 24 SUN MON TUE WED THU FRI SAT MARCH 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 SUN MON TUE WED THU FRI SAT APRIL 1 8 15 22 29 2 9 16 23 30 3 10 17 24 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 SUN MON TUE WED THU FRI SAT MAY 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 SUN MON TUE WED THU FRI SAT JULY 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 SUN MON TUE WED THU FRI SAT AUGUST 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 SUN MON TUE WED THU FRI SAT 120÷20= JUNE 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 3 10 17 24 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 SUN MON TUE WED THU FRI SAT JANUARY 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 6 13 20 27 SUN MON TUE WED THU FRI SAT FEBRUARY 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 2 9 16 23 3 10 17 24 SUN MON TUE WED THU FRI SAT MARCH 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 SUN MON TUE WED THU FRI SAT APRIL 1 8 15 22 29 2 9 16 23 30 3 10 17 24 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 SUN MON TUE WED THU FRI SAT MAY 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 SUN MON TUE WED THU FRI SAT ® mike@mountaingoatsoftware.com www.mountaingoatsoftware.com fb.com/mountaingoatsoftware linkedin.com/in/mikewcohn twitter: mikewcohn (888) 61–AGILE Mike Cohn 39 40

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© Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning • Tracking progress © Copyright Mountain Goat Software ®® • Iterative and incremental • User stories • Estimating • Planning • Tracking progress Agenda Bonus Section 41 42

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© Copyright Mountain Goat Software ® Three Ways to Track Progress 3 Task Boards 2 Sprint Burndown 1 Release Burndown © Copyright Mountain Goat Software ® A release burndown chart 0 90 180 270 360 0 1 2 3 4 5 6 Iterations StoryPoints peitd vlct f 6 7 43 44

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© Copyright Mountain Goat Software ® Mon ThurWedTues FriTasks 8Code the UI 16Code the middle tier 8Test the middle tier 12 4 12 16 8 10 16 7 11 8 Write online help 50 40 30 20 10 0 Mon Tues Wed Thur Fri Hours ® © Copyright Mountain Goat Software Task boards Soy T D I Poes Dn A a nvc ue, I… 8 t Cd te… 8 hs Cd te… 8 hs A a ue, I… 8 ps Dsg a… 8 hs Ts te… 4 hs Dsg a… 8 hsTs te… 4 hs Fgr u hw… S 8 r Fgr u hw… 8 r 45 46

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® mike@mountaingoatsoftware.com www.mountaingoatsoftware.com fb.com/mountaingoatsoftware linkedin.com/in/mikewcohn twitter: mikewcohn (888) 61–AGILE Mike Cohn 47

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Agile planning and project management

  • 1. Agile Planning and Project Management Mike Cohn Agile 2013 August 5, 2013 ® • Founding member of Agile Alliance & Scrum Alliance • Founder of Mountain Goat Software • Doing Scrum since 1995 • Started my career as a programmer • VP Engineering in 4 companies Mike Cohn 1 2
  • 2. © Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning © Copyright Mountain Goat Software ®® • Iterative and incremental • User stories • Estimating • Planning Agenda 3 4
  • 3. © Copyright Mountain Goat Software ® Iterative • Revisit previously worked-on pieces © Copyright Mountain Goat Software ® © Copyright Mountain Goat Software ® Incremental • Develop one piece at a time © Copyright Mountain Goat Software ® 5 6
  • 4. © Copyright Mountain Goat Software ® Iterative & incremental • Do some of one part then some of the next © Copyright Mountain Goat Software ® © Copyright Mountain Goat Software ® Daily Iteration Release Product Portfolio Strategy Team focuses here Team focuses here Team focuses here Six levels of planning 7 8
  • 5. © Copyright Mountain Goat Software ® Iteration 2Iteration 1 Iteration 3 Iterations 4–7 Cd h … 8 Ts h … 1 Dsg a … 8 Cd h … 6 Ieain PaIeain Pa Cd h … 6 Dcd … 4 Ts h … 6 Atmt … 8 A release plan © Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning 9 10
  • 6. © Copyright Mountain Goat Software ® A a feun flyr, I wn o rbo a at ti A a ue, I at o rsre a htl ro. A a vcto taee, I at o e poo o h htl. A a ue, I a cne a rsrain. o ht I ae ie boig tis I ae otn. © Copyright Mountain Goat Software ® A template As a <user type>, I <want/need/can/etc.> some goal, [so that <reason>]. 11 12
  • 7. © Copyright Mountain Goat Software ® Where are the details? A a ue, I a cne a rsrain. • Does the user get a full or partial refund? • Is the refund to her credit card or is it site credit? • How far ahead must the reservation be cancelled? • Is that the same for all hotels? • For all site visitors? Can frequent travelers cancel later? • Is a confirmation provided to the user? How? © Copyright Mountain Goat Software ® Add details as sub-stories A a ue, I a cne a rsrain. A a peim ie mme, I a cne p o h ls mnt. A a nn-peim mme, I ed o cne t lat 4 hus n avne. A a mme, I m eald a cnfirain we I cne. 13 14
  • 8. © Copyright Mountain Goat Software ® … or as Conditions of Satisfaction Vrf ht a peim mme cn cne h ae a wtot a fe. Vrf ht a nn-peim mme s cagd 1% o a sm-dy cnelto. Vrf ht n eal cnfirain s sn. • Conditions of Satisfaction are essentially tests • Should come from the product owner A a ue, I a cne a rsrain. © Copyright Mountain Goat Software ® Time Legend Smaller Larger Size Detail Less More Ei Tee 15 16
  • 9. © Copyright Mountain Goat Software ® A a P Mreig, I a rve h promne o hsoia d cmags s ht I a ietf n rpa pofitbe oe. A a P Mreig, I a slc h tmfae o ue hn rveig h promne f at cmags, o ht … A a P Mreig, I a slc wih ye f cmags (drc mi, T, eal, rdo, ec.) o icue hn rveig … A ei Eis? © Copyright Mountain Goat Software ® A a P Mreig, I at t e ifrain n drc miig hn rveig hsoia cmags. As a VP Marketing, I want to see information on TV ads when reviewing historical campaigns. As a VP Marketing, I want to see information on TV ads when reviewing historical campaigns. A a P Mreig, I at t e ifrain n eal as hn rveig hsoia cmags. 17 18
  • 10. © Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning © Copyright Mountain Goat Software ®® • Iterative and incremental • User stories • Estimating • Planning Agenda 19 20
  • 11. How long to… • Drive to Seattle • Read a…ahem… good book © Copyright Mountain Goat Software ® Estimate size; derive 300 kilograms Size Calculation Duration Velocity= 20 300÷20= 15 iterations ➞ ➞ 21 22
  • 12. © Copyright Mountain Goat Software ® Two Units For ESTIMATING 1 2 Ideal Time Story Points © Copyright Mountain Goat Software ® Ideal time • How long a thing will take if: • it’s all you work on • no one interrupts you 23 24
  • 13. © Copyright Mountain Goat Software ® © Copyright Mountain Goat Software ® Story points •How long a user story will take to develop (effort) •Influenced by • Complexity • Uncertainty • Risk • Etc. 25 26
  • 14. ® © Copyright Mountain Goat Software Your time cannot be added to mine • You can run the trail in 5 minutes • I can run it in 10 minutes • We can’t agree on how long it will take to run • But we can agree the trail is 1 km 27 28
  • 15. © Copyright Mountain Goat Software ® Planning Poker® • Each estimator has cards with valid estimates • A product backlog item is discussed • Each estimator selects an estimate • Cards are turned over • Discuss differences (especially outliers) • Repeat until consensus ® © Copyright Mountain Goat Software Susan Vadim Ann Chris 29 30
  • 16. © Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning © Copyright Mountain Goat Software ®® • Iterative and incremental • User stories • Estimating • Planning Agenda 31 32
  • 17. © Copyright Mountain Goat Software ® 0 10 20 30 40 50 34 35 40 29 42 38 45 40 39 Average = 38 StoryPoints Iterations Velocity © Copyright Mountain Goat Software ® Product Backlog How much can be delivered in 5 iterations? 5×38➞ 33 34
  • 18. © Copyright Mountain Goat Software ® Using a confidence interval 0 10 20 30 40 50 34 35 40 29 42 38 45 40 39 StoryPoints Iterations © Copyright Mountain Goat Software ® Calculating a confidence interval # of historical iterations Iterations to throw out from each each end 0–7 0 8–10 1 11–12 2 13–15 3 16–17 4 18–20 5 21–22 6 23–25 7 26+ 8 35 36
  • 19. © Copyright Mountain Goat Software ® Ue h oln vlct rne cluao t mutigasfwr .cm/tos © Copyright Mountain Goat Software ® Product Backlog Will have Might have Won’t have A better answer: • How much can be delivered in 5 iterations? • Fixed-date planning 5×34➞5×42➞ 37 38
  • 20. © Copyright Mountain Goat Software ® Fixed-scope projects • Sum the product backlog • Estimate velocity as a range • Divide the size of the product backlog by the velocity range 120÷15= JUNE 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 3 10 17 24 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 SUN MON TUE WED THU FRI SAT JANUARY 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 6 13 20 27 SUN MON TUE WED THU FRI SAT FEBRUARY 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 2 9 16 23 3 10 17 24 SUN MON TUE WED THU FRI SAT MARCH 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 SUN MON TUE WED THU FRI SAT APRIL 1 8 15 22 29 2 9 16 23 30 3 10 17 24 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 SUN MON TUE WED THU FRI SAT MAY 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 SUN MON TUE WED THU FRI SAT JULY 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 SUN MON TUE WED THU FRI SAT AUGUST 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 SUN MON TUE WED THU FRI SAT 120÷20= JUNE 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 3 10 17 24 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 SUN MON TUE WED THU FRI SAT JANUARY 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 6 13 20 27 SUN MON TUE WED THU FRI SAT FEBRUARY 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 2 9 16 23 3 10 17 24 SUN MON TUE WED THU FRI SAT MARCH 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 SUN MON TUE WED THU FRI SAT APRIL 1 8 15 22 29 2 9 16 23 30 3 10 17 24 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 SUN MON TUE WED THU FRI SAT MAY 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 SUN MON TUE WED THU FRI SAT ® mike@mountaingoatsoftware.com www.mountaingoatsoftware.com fb.com/mountaingoatsoftware linkedin.com/in/mikewcohn twitter: mikewcohn (888) 61–AGILE Mike Cohn 39 40
  • 21. © Copyright Mountain Goat Software ® Agenda • Iterative and incremental • User stories • Estimating • Planning • Tracking progress © Copyright Mountain Goat Software ®® • Iterative and incremental • User stories • Estimating • Planning • Tracking progress Agenda Bonus Section 41 42
  • 22. © Copyright Mountain Goat Software ® Three Ways to Track Progress 3 Task Boards 2 Sprint Burndown 1 Release Burndown © Copyright Mountain Goat Software ® A release burndown chart 0 90 180 270 360 0 1 2 3 4 5 6 Iterations StoryPoints peitd vlct f 6 7 43 44
  • 23. © Copyright Mountain Goat Software ® Mon ThurWedTues FriTasks 8Code the UI 16Code the middle tier 8Test the middle tier 12 4 12 16 8 10 16 7 11 8 Write online help 50 40 30 20 10 0 Mon Tues Wed Thur Fri Hours ® © Copyright Mountain Goat Software Task boards Soy T D I Poes Dn A a nvc ue, I… 8 t Cd te… 8 hs Cd te… 8 hs A a ue, I… 8 ps Dsg a… 8 hs Ts te… 4 hs Dsg a… 8 hsTs te… 4 hs Fgr u hw… S 8 r Fgr u hw… 8 r 45 46