Scrum Guide 2020 - Guia Definitivo do Scrum

Ken Schwaber Jeff Sutherland The Scrum Guide The Definitive Guide to Scrum The Rules of the Game November 2020 1 Purpose of the Scrum Guide We developed Scrum in the early 1990s We wrote the first version of the Scrum Guide in 2010 to help people worldwide understand Scrum We have evolved the Guide since then through small functional updates Together we stand behind it The Scrum Guide contains the definition of Scrum Each element of the framework serves a specific purpose that is essential to the overall value and results realized with Scrum Changing the core design or ideas of Scrum leaving out elements or not following the rules of Scrum covers up problems and limits the benefits of Scrum potentially even rendering it useless We follow the growing use of Scrum within an evergrowing complex world We are humbled to see Scrum being adopted in many domains holding essentially complex work beyond software product development where Scrum has its roots As Scrums use spreads developers researchers analysts scientists and other specialists do the work We use the word developers in Scrum not to exclude but to simplify If you get value from Scrum consider yourself included As Scrum is being used patterns processes and insights that fit the Scrum framework as described in this document may be found applied and devised Their description is beyond the purpose of the Scrum Guide because they are context sensitive and differ widely between Scrum uses Such tactics for using within the Scrum framework vary widely and are described elsewhere Ken Schwaber Jeff Sutherland November 2020 2020 Ken Schwaber and Jeff Sutherland This publication is offered for license under the Attribution ShareAlike license of Creative Commons accessible at httpscreativecommonsorglicensesbysa40legalcode and also described in summary form at httpscreativecommonsorglicensesbysa40 By utilizing this Scrum Guide you acknowledge and agree that you have read and agree to be bound by the terms of the Attribution ShareAlike license of Creative Commons 2 Purpose of the Scrum Guide 1 Scrum Definition 3 Scrum Theory 3 Transparency 3 Inspection 4 Adaptation 4 Scrum Values 4 Scrum Team 5 Developers 5 Product Owner 5 Scrum Master 6 Scrum Events 7 The Sprint 7 Sprint Planning 8 Daily Scrum 9 Sprint Review 9 Sprint Retrospective 10 Scrum Artifacts 10 Product Backlog 10 Commitment Product Goal 11 Sprint Backlog 11 Commitment Sprint Goal 11 Increment 11 Commitment Definition of Done 12 End Note 13 Acknowledgements 13 People 13 Scrum Guide History 13 3 Scrum Definition Scrum is a lightweight framework that helps people teams and organizations generate value through adaptive solutions for complex problems In a nutshell Scrum requires a Scrum Master to foster an environment where 1 A Product Owner orders the work for a complex problem into a Product Backlog 2 The Scrum Team turns a selection of the work into an Increment of value during a Sprint 3 The Scrum Team and its stakeholders inspect the results and adjust for the next Sprint 4 Repeat Scrum is simple Try it as is and determine if its philosophy theory and structure help to achieve goals and create value The Scrum framework is purposefully incomplete only defining the parts required to implement Scrum theory Scrum is built upon by the collective intelligence of the people using it Rather than provide people with detailed instructions the rules of Scrum guide their relationships and interactions Various processes techniques and methods can be employed within the framework Scrum wraps around existing practices or renders them unnecessary Scrum makes visible the relative efficacy of current management environment and work techniques so that improvements can be made Scrum Theory Scrum is founded on empiricism and lean thinking Empiricism asserts that knowledge comes from experience and making decisions based on what is observed Lean thinking reduces waste and focuses on the essentials Scrum employs an iterative incremental approach to optimize predictability and to control risk Scrum engages groups of people who collectively have all the skills and expertise to do the work and share or acquire such skills as needed Scrum combines four formal events for inspection and adaptation within a containing event the Sprint These events work because they implement the empirical Scrum pillars of transparency inspection and adaptation Transparency The emergent process and work must be visible to those performing the work as well as those receiving the work With Scrum important decisions are based on the perceived state of its three formal artifacts Artifacts that have low transparency can lead to decisions that diminish value and increase risk 4 Transparency enables inspection Inspection without transparency is misleading and wasteful Inspection The Scrum artifacts and the progress toward agreed goals must be inspected frequently and diligently to detect potentially undesirable variances or problems To help with inspection Scrum provides cadence in the form of its five events Inspection enables adaptation Inspection without adaptation is considered pointless Scrum events are designed to provoke change Adaptation If any aspects of a process deviate outside acceptable limits or if the resulting product is unacceptable the process being applied or the materials being produced must be adjusted The adjustment must be made as soon as possible to minimize further deviation Adaptation becomes more difficult when the people involved are not empowered or selfmanaging A Scrum Team is expected to adapt the moment it learns anything new through inspection Scrum Values Successful use of Scrum depends on people becoming more proficient in living five values Commitment Focus Openness Respect and Courage The Scrum Team commits to achieving its goals and to supporting each other Their primary focus is on the work of the Sprint to make the best possible progress toward these goals The Scrum Team and its stakeholders are open about the work and the challenges Scrum Team members respect each other to be capable independent people and are respected as such by the people with whom they work The Scrum Team members have the courage to do the right thing to work on tough problems These values give direction to the Scrum Team with regard to their work actions and behavior The decisions that are made the steps taken and the way Scrum is used should reinforce these values not diminish or undermine them The Scrum Team members learn and explore the values as they work with the Scrum events and artifacts When these values are embodied by the Scrum Team and the people they work with the empirical Scrum pillars of transparency inspection and adaptation come to life building trust 5 Scrum Team The fundamental unit of Scrum is a small team of people a Scrum Team The Scrum Team consists of one Scrum Master one Product Owner and Developers Within a Scrum Team there are no subteams or hierarchies It is a cohesive unit of professionals focused on one objective at a time the Product Goal Scrum Teams are crossfunctional meaning the members have all the skills necessary to create value each Sprint They are also selfmanaging meaning they internally decide who does what when and how The Scrum Team is small enough to remain nimble and large enough to complete significant work within a Sprint typically 10 or fewer people In general we have found that smaller teams communicate better and are more productive If Scrum Teams become too large they should consider reorganizing into multiple cohesive Scrum Teams each focused on the same product Therefore they should share the same Product Goal Product Backlog and Product Owner The Scrum Team is responsible for all productrelated activities from stakeholder collaboration verification maintenance operation experimentation research and development and anything else that might be required They are structured and empowered by the organization to manage their own work Working in Sprints at a sustainable pace improves the Scrum Teams focus and consistency The entire Scrum Team is accountable for creating a valuable useful Increment every Sprint Scrum defines three specific accountabilities within the Scrum Team the Developers the Product Owner and the Scrum Master Developers Developers are the people in the Scrum Team that are committed to creating any aspect of a usable Increment each Sprint The specific skills needed by the Developers are often broad and will vary with the domain of work However the Developers are always accountable for Creating a plan for the Sprint the Sprint Backlog Instilling quality by adhering to a Definition of Done Adapting their plan each day toward the Sprint Goal and Holding each other accountable as professionals Product Owner The Product Owner is accountable for maximizing the value of the product resulting from the work of the Scrum Team How this is done may vary widely across organizations Scrum Teams and individuals 6 The Product Owner is also accountable for effective Product Backlog management which includes Developing and explicitly communicating the Product Goal Creating and clearly communicating Product Backlog items Ordering Product Backlog items and Ensuring that the Product Backlog is transparent visible and understood The Product Owner may do the above work or may delegate the responsibility to others Regardless the Product Owner remains accountable For Product Owners to succeed the entire organization must respect their decisions These decisions are visible in the content and ordering of the Product Backlog and through the inspectable Increment at the Sprint Review The Product Owner is one person not a committee The Product Owner may represent the needs of many stakeholders in the Product Backlog Those wanting to change the Product Backlog can do so by trying to convince the Product Owner Scrum Master The Scrum Master is accountable for establishing Scrum as defined in the Scrum Guide They do this by helping everyone understand Scrum theory and practice both within the Scrum Team and the organization The Scrum Master is accountable for the Scrum Teams effectiveness They do this by enabling the Scrum Team to improve its practices within the Scrum framework Scrum Masters are true leaders who serve the Scrum Team and the larger organization The Scrum Master serves the Scrum Team in several ways including Coaching the team members in selfmanagement and crossfunctionality Helping the Scrum Team focus on creating highvalue Increments that meet the Definition of Done Causing the removal of impediments to the Scrum Teams progress and Ensuring that all Scrum events take place and are positive productive and kept within the timebox The Scrum Master serves the Product Owner in several ways including 7 Helping find techniques for effective Product Goal definition and Product Backlog management Helping the Scrum Team understand the need for clear and concise Product Backlog items Helping establish empirical product planning for a complex environment and Facilitating stakeholder collaboration as requested or needed The Scrum Master serves the organization in several ways including Leading training and coaching the organization in its Scrum adoption Planning and advising Scrum implementations within the organization Helping employees and stakeholders understand and enact an empirical approach for complex work and Removing barriers between stakeholders and Scrum Teams Scrum Events The Sprint is a container for all other events Each event in Scrum is a formal opportunity to inspect and adapt Scrum artifacts These events are specifically designed to enable the transparency required Failure to operate any events as prescribed results in lost opportunities to inspect and adapt Events are used in Scrum to create regularity and to minimize the need for meetings not defined in Scrum Optimally all events are held at the same time and place to reduce complexity The Sprint Sprints are the heartbeat of Scrum where ideas are turned into value They are fixed length events of one month or less to create consistency A new Sprint starts immediately after the conclusion of the previous Sprint All the work necessary to achieve the Product Goal including Sprint Planning Daily Scrums Sprint Review and Sprint Retrospective happen within Sprints During the Sprint No changes are made that would endanger the Sprint Goal Quality does not decrease The Product Backlog is refined as needed and Scope may be clarified and renegotiated with the Product Owner as more is learned Sprints enable predictability by ensuring inspection and adaptation of progress toward a Product Goal at least every calendar month When a Sprints horizon is too long the Sprint Goal may become invalid complexity may rise and risk may increase Shorter Sprints can be employed to generate more learning 8 cycles and limit risk of cost and effort to a smaller time frame Each Sprint may be considered a short project Various practices exist to forecast progress like burndowns burnups or cumulative flows While proven useful these do not replace the importance of empiricism In complex environments what will happen is unknown Only what has already happened may be used for forwardlooking decision making A Sprint could be cancelled if the Sprint Goal becomes obsolete Only the Product Owner has the authority to cancel the Sprint Sprint Planning Sprint Planning initiates the Sprint by laying out the work to be performed for the Sprint This resulting plan is created by the collaborative work of the entire Scrum Team The Product Owner ensures that attendees are prepared to discuss the most important Product Backlog items and how they map to the Product Goal The Scrum Team may also invite other people to attend Sprint Planning to provide advice Sprint Planning addresses the following topics Topic One Why is this Sprint valuable The Product Owner proposes how the product could increase its value and utility in the current Sprint The whole Scrum Team then collaborates to define a Sprint Goal that communicates why the Sprint is valuable to stakeholders The Sprint Goal must be finalized prior to the end of Sprint Planning Topic Two What can be Done this Sprint Through discussion with the Product Owner the Developers select items from the Product Backlog to include in the current Sprint The Scrum Team may refine these items during this process which increases understanding and confidence Selecting how much can be completed within a Sprint may be challenging However the more the Developers know about their past performance their upcoming capacity and their Definition of Done the more confident they will be in their Sprint forecasts Topic Three How will the chosen work get done For each selected Product Backlog item the Developers plan the work necessary to create an Increment that meets the Definition of Done This is often done by decomposing Product Backlog items into smaller work items of one day or less How this is done is at the sole discretion of the Developers No one else tells them how to turn Product Backlog items into Increments of value 9 The Sprint Goal the Product Backlog items selected for the Sprint plus the plan for delivering them are together referred to as the Sprint Backlog Sprint Planning is timeboxed to a maximum of eight hours for a onemonth Sprint For shorter Sprints the event is usually shorter Daily Scrum The purpose of the Daily Scrum is to inspect progress toward the Sprint Goal and adapt the Sprint Backlog as necessary adjusting the upcoming planned work The Daily Scrum is a 15minute event for the Developers of the Scrum Team To reduce complexity it is held at the same time and place every working day of the Sprint If the Product Owner or Scrum Master are actively working on items in the Sprint Backlog they participate as Developers The Developers can select whatever structure and techniques they want as long as their Daily Scrum focuses on progress toward the Sprint Goal and produces an actionable plan for the next day of work This creates focus and improves selfmanagement Daily Scrums improve communications identify impediments promote quick decisionmaking and consequently eliminate the need for other meetings The Daily Scrum is not the only time Developers are allowed to adjust their plan They often meet throughout the day for more detailed discussions about adapting or replanning the rest of the Sprints work Sprint Review The purpose of the Sprint Review is to inspect the outcome of the Sprint and determine future adaptations The Scrum Team presents the results of their work to key stakeholders and progress toward the Product Goal is discussed During the event the Scrum Team and stakeholders review what was accomplished in the Sprint and what has changed in their environment Based on this information attendees collaborate on what to do next The Product Backlog may also be adjusted to meet new opportunities The Sprint Review is a working session and the Scrum Team should avoid limiting it to a presentation The Sprint Review is the second to last event of the Sprint and is timeboxed to a maximum of four hours for a onemonth Sprint For shorter Sprints the event is usually shorter 10 Sprint Retrospective The purpose of the Sprint Retrospective is to plan ways to increase quality and effectiveness The Scrum Team inspects how the last Sprint went with regards to individuals interactions processes tools and their Definition of Done Inspected elements often vary with the domain of work Assumptions that led them astray are identified and their origins explored The Scrum Team discusses what went well during the Sprint what problems it encountered and how those problems were or were not solved The Scrum Team identifies the most helpful changes to improve its effectiveness The most impactful improvements are addressed as soon as possible They may even be added to the Sprint Backlog for the next Sprint The Sprint Retrospective concludes the Sprint It is timeboxed to a maximum of three hours for a one month Sprint For shorter Sprints the event is usually shorter Scrum Artifacts Scrums artifacts represent work or value They are designed to maximize transparency of key information Thus everyone inspecting them has the same basis for adaptation Each artifact contains a commitment to ensure it provides information that enhances transparency and focus against which progress can be measured For the Product Backlog it is the Product Goal For the Sprint Backlog it is the Sprint Goal For the Increment it is the Definition of Done These commitments exist to reinforce empiricism and the Scrum values for the Scrum Team and their stakeholders Product Backlog The Product Backlog is an emergent ordered list of what is needed to improve the product It is the single source of work undertaken by the Scrum Team Product Backlog items that can be Done by the Scrum Team within one Sprint are deemed ready for selection in a Sprint Planning event They usually acquire this degree of transparency after refining activities Product Backlog refinement is the act of breaking down and further defining Product Backlog items into smaller more precise items This is an ongoing activity to add details such as a description order and size Attributes often vary with the domain of work 11 The Developers who will be doing the work are responsible for the sizing The Product Owner may influence the Developers by helping them understand and select tradeoffs Commitment Product Goal The Product Goal describes a future state of the product which can serve as a target for the Scrum Team to plan against The Product Goal is in the Product Backlog The rest of the Product Backlog emerges to define what will fulfill the Product Goal A product is a vehicle to deliver value It has a clear boundary known stakeholders welldefined users or customers A product could be a service a physical product or something more abstract The Product Goal is the longterm objective for the Scrum Team They must fulfill or abandon one objective before taking on the next Sprint Backlog The Sprint Backlog is composed of the Sprint Goal why the set of Product Backlog items selected for the Sprint what as well as an actionable plan for delivering the Increment how The Sprint Backlog is a plan by and for the Developers It is a highly visible realtime picture of the work that the Developers plan to accomplish during the Sprint in order to achieve the Sprint Goal Consequently the Sprint Backlog is updated throughout the Sprint as more is learned It should have enough detail that they can inspect their progress in the Daily Scrum Commitment Sprint Goal The Sprint Goal is the single objective for the Sprint Although the Sprint Goal is a commitment by the Developers it provides flexibility in terms of the exact work needed to achieve it The Sprint Goal also creates coherence and focus encouraging the Scrum Team to work together rather than on separate initiatives The Sprint Goal is created during the Sprint Planning event and then added to the Sprint Backlog As the Developers work during the Sprint they keep the Sprint Goal in mind If the work turns out to be different than they expected they collaborate with the Product Owner to negotiate the scope of the Sprint Backlog within the Sprint without affecting the Sprint Goal Increment An Increment is a concrete stepping stone toward the Product Goal Each Increment is additive to all prior Increments and thoroughly verified ensuring that all Increments work together In order to provide value the Increment must be usable 12 Multiple Increments may be created within a Sprint The sum of the Increments is presented at the Sprint Review thus supporting empiricism However an Increment may be delivered to stakeholders prior to the end of the Sprint The Sprint Review should never be considered a gate to releasing value Work cannot be considered part of an Increment unless it meets the Definition of Done Commitment Definition of Done The Definition of Done is a formal description of the state of the Increment when it meets the quality measures required for the product The moment a Product Backlog item meets the Definition of Done an Increment is born The Definition of Done creates transparency by providing everyone a shared understanding of what work was completed as part of the Increment If a Product Backlog item does not meet the Definition of Done it cannot be released or even presented at the Sprint Review Instead it returns to the Product Backlog for future consideration If the Definition of Done for an increment is part of the standards of the organization all Scrum Teams must follow it as a minimum If it is not an organizational standard the Scrum Team must create a Definition of Done appropriate for the product The Developers are required to conform to the Definition of Done If there are multiple Scrum Teams working together on a product they must mutually define and comply with the same Definition of Done 13 End Note Scrum is free and offered in this Guide The Scrum framework as outlined herein is immutable While implementing only parts of Scrum is possible the result is not Scrum Scrum exists only in its entirety and functions well as a container for other techniques methodologies and practices Acknowledgements People Of the thousands of people who have contributed to Scrum we should single out those who were instrumental at the start Jeff Sutherland worked with Jeff McKenna and John Scumniotales and Ken Schwaber worked with Mike Smith and Chris Martin and all of them worked together Many others contributed in the ensuing years and without their help Scrum would not be refined as it is today Scrum Guide History Ken Schwaber and Jeff Sutherland first copresented Scrum at the OOPSLA Conference in 1995 It essentially documented the learning that Ken and Jeff gained over the previous few years and made public the first formal definition of Scrum The Scrum Guide documents Scrum as developed evolved and sustained for 30plus years by Jeff Sutherland and Ken Schwaber Other sources provide patterns processes and insights that complement the Scrum framework These may increase productivity value creativity and satisfaction with the results The complete history of Scrum is described elsewhere To honor the first places where it was tried and proven we recognize Individual Inc Newspage Fidelity Investments and IDX now GE Medical 2020 Ken Schwaber and Jeff Sutherland This publication is offered for license under the Attribution ShareAlike license of Creative Commons accessible at httpscreativecommonsorglicensesbysa40legalcode and also described in summary form at httpscreativecommonsorglicensesbysa40 By utilizing this Scrum Guide you acknowledge and agree that you have read and agree to be bound by the terms of the Attribution ShareAlike license of Creative Commons