The PSM-I Exam and Certificate

I’ve spent the last few weeks writing about sections from The Scrum Guide, before continuing on with that I wanted to touch on some of the certifications out there. I discussed in a previous post the differences between Scrum Alliance and Scrum.org. Personally I have done most of my certification with Scrum.org. This is because you can attempt their exams without having to attend a training course (meaning you can self study which reduces cost), but also because there certificates don’t expire. However, several of my friends and colleagues have gone down the Scrum Alliance route and have found their approach very valuable too.

Over the next three weeks I’m going to talk about the PSM exams, what they entail and what to expect.

The Professional Scrum Master 1 (or PSM-I for short) is the intermediate level exam from Scrum.org (there isn’t a foundation one). You take it by buying a token through their website for $150 USD (or provided I believe if you attend one of their Training Courses).

If you pass the exam you are allowed to display the badge on your website

The exam consists of 80 True/False and Multiple Choice questions and you have an hour to complete it. You’ll probably use most of the time, especially if you check your answersbut shouldn’t feel the seconds ticking down on you.

In terms of content almost all of the questions are based on your knowledge and understanding of the scrum guide. Before you take the exam you should read it thoroughly (multiple times) and make sure you understand the concepts there.

I would also highly recommend looking at the Learning Path and Open Exam. Make sure you consistently get 100% on the open exam before you sit the test, it really is a very good resource.

The pass mark is 85% and you will almost always get your result immediately. You will also get a score breakdown which shows which areas you did very well in and which areas you may want to study further (guess what I revised before moving onto PSM-II).

The breakdown from my PSM-I

You also get the option to download badges (as above) and certificates (as below) and a link for anyone to validate your achievement.

Scrum.org keep a count of how many people have passed their certification and as you can see it’s a very popular exam. Definitely a nice one to have on your CV if you work with scrum teams.

I do hope this has been of some help, please do get in touch if you have any questions or leave a message below if you have any advice for anyone thinking of taking the exam.

The Role of the Scrum Master in a Development Team

The Scrum Master is the role most often associated with Scrum and a lot is written about the roles, responsibilities, and accountabilities of anyone fulfilling the role.

The Scrum Guide explains

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 organisation

The Scrum Guide 2020

In other words its a Scrum Master’s job to coach and support the adoption of Scrum. Generally the commitment of a Scrum Master is to three main parties, these are:

  • The team
  • The Product Owner
  • The business
A Scrum Master has responsibilities to the Team, The Product Owner, and the Business.

Lets start with the Scrum Team itself.

The Scrum Master should coach the team in their adoption of scrum. This includes building and supporting self-managing and cross-functional teams and making sure they hold productive and valuable Scrum Events. They should stress the importance in the Scrum Artefacts and Commitments including creating a transparent Product Backlog and clear Definition of Done.

They should also act as a facilitator, helping the team make good decisions and removing impedements when they arise.

In their role to support the Product Owner the Scrum Master should help find effective methods of creating clear Sprint Goals and managing the Product Backlog. They should also help create a culture of transparency, openness, and empirism which will lead to better product decisions being made. They should encourage stakeholder engagement and offer to facilitate where needed.

A Scrum Master is the appointed people within the business to ensure that the Scrum process is a success. This involves supporting the business with the scrum adoption, advising on the implementation and helping engagement between teams and stakeholders. A good Scrum Master will look for barriers and issues arising between the business and the Scrum Teams and work to ensure that both management and Developers get what they need from the other.

Being a Scrum Master often means you have to be the champion of the process.

Being a Scrum Master is not an easy role. You have to be able to resolve impedements effectively, to engage with a wide variety of people and to champion the Scrum process to both the business and the teams. Be nice to your Scrum Master, they’re always working for you!

The Role of the Product Owner in a Scrum Team

Last week I wrote about the roles and responsibilities of a Developer on the Scrum team. This week is about the Product Owner (often simply referred to as the PO). It’s worth noting that the PO can also be a Developer. However, in my experience the Product Owner is more commonly a non-technical ally for the team, a specialist in the product or the industry.

The PO should not be confused with a Project Manager, that is not their role! A scrum team should be self managing.

The Scrum Guide’s first few words about the PO define their role the most succinctly.

The Product Owner is accountable for maximizing the value

The Scrum Guide 2020

In other words it is the role of the Product Owner to ensure that the Scrum Team are always working on whatever will deliver the most value to the customers and the business. Whether that’s a bug fix, a new feature, or an investigation into upcoming work.

They use Product Goals to avoid this vision becoming too short sighted and reactive, sharing a future state of the product they are working on and working with the Scrum Master and the rest of the team to make that goal a reality.

It is the responsibility of the Product Owner to ensure that the Scrum Team are focused on the most valuable work at any given team.

There are also a few key points around the PO’s role:

  • Should the Sprint Goal become obsolete the PO is the only person with authority to cancel a sprint
  • The PO is a single empowered individual, it is not a committee. Two (or more) POs cannot share a product however the PO can delegate work to other people within the team they remain accountable
  • The business must respect the decisions made by the PO

It is also the Product Owner’s resposibility to understand and articulate the work and make sure that the Acceptance Criteria is well defined and the Product Backlog properly ordered.

It is the Product Owner’s responsibility to communicate the work to the developers so it is clearly understood and can be delivered.

Finally, the Product Owner should always engage with stakeholders to properly understand priorities and requirements. In order to maximise value they must speak with the business and the customers to understand the biggest issues. They must then work with the team to deliver it.

There are a couple of great resources out there for POs if you’re interested. The first is a video by Henrik Knibergwhich gives a great overview of Agile Product Ownership. The second is an article on Scrum.org which discusses the PO’s role in managing and understanding technical debt.

However you cut it the PO’s role is very challenging and includes lots of difficult decisions. Be nice to your PO – create transparency and openness with your point of view and then respect their decisions.

The Role of the Developer in a Scrum Team

Having covered the Scrum Events in recent blog posts I’m going to move onto the three Roles in any Scrum Team. These are Developers, Product Owner, and Scrum Master. This post will be about the Developers, I’ll cover the other two in subsequent posts.

Developer here is a rather broad term. Scrum is most commonly used in the software industry but not exclusively, and as we all know there are many other skills required to build and deliver software than crunching code. For the sake of simplicity The Scrum Guide has termed anyone working to create the product a Developer.

Developers are the people in the Scrum Team that are committed to creating any aspect of a usable Increment each Sprint.

The Scrum Guide 2020

It goes on to explain that the skillsets that the developers will need are wide and varied depending on the domain and nature of the product. For all intents and purposes the “Developer” is anyone who does the work. This could include (but is not limited to) Programmers, Testers, Automation Engineers, Infrastructure Engineers, and UX Experts. From the point of view of Scrum there is no distinction between these roles.

Interestingly the Scrum Master and Product Owner can also be Developers, it’s just that they take on more responsibilities with the additional role.

In Scrum a Developer is anyone who is involved in creating the increment each sprint.

Where the Scrum Guide goes into in more detail is what the developers are accountable for.

Creating a plan for the Sprint, the Sprint Backlog in other words the Developers, as the people doing the work are the ones accountable for creating the plan and Sprint Backlog. This is in stark contrast to more traditional management models where “the boss” creates the plan and assigns work.

Instilling quality by adhering to a Definition of Done the Developers are experts in their domain and professionals. They will create the Defintion of Done with the Product Owner and Stakeholders and hold themselves accountable to adhering to it.

Adapting their plan each day toward the Sprint Goal usually during the Daily Scrum. The Developers will inspect the current progress and adapt if required. They may seek out the Scrum Master or Product Owner if the impediments need to be adapted or if the approach to the Sprint Goal needs to change.

Holding each other accountable as professionals the best teams hold themselves accountable because the end results are important to them. All Scrum Team members should hold each other accountable for their actions and behaviour in a open and respectful manner.

Developers should hold each other accountable as professionals

It’s not easy being a Scrum Developer, a lot is expected of you. However, the experience of working in a team where people respect each other and have the courage to speak up and respectfully challenge ideas and designs is hugely rewarding.

This is why Scrum makes the accountabilities and values of each developer so transparent in it’s guides and resources.

The Retrospective

The Sprint Retro is a key part of any scrum team which is looking to improve its process and adapt its ways of working to continuously improve. As with any adaption the key is transparency, the the more information the team can gather throughout the sprint around impediments or challenges they’ve faced the better. Personally I like to create a retrospective board at the start of a Sprint so team members can add their thoughts to the board as the sprint evolves rather than looking back (which always favours things which happen in the last few days).

The main challenge with the Retrospective is to avoid it turning into a moaning or helpless session. From The Scrum Guide:

The purpose of the Sprint Retrospective is to plan ways to increase quality and effectiveness.

The Scrum Guide 2020

Scrum Masters use a wide variety of techniques to support gathering information about the sprint including anyonmous submissions, “What Went Well vs What Didn’t Go Well”, and often scenarios involving rockets or icebergs. However, it’s important to remember that the Retrospective is a working session to give the team some concrete actions on what they can do to increase either Quality or Effectiveness (or, ideally both). While having a good rant about something which went wrong or something which impeded them can be therapeutic unless an action is taken to lean from that then neither objective should be met.

Teams must look at how to improve and adapt to challenges, not just moan about what got in their way.

This kind of adaption is not easy. It requires teams to look honestly at what’s happened and see what they could have done different, this kind of self assessment takes real courage and for the team to have a real growth mindset. It’s the delicate role of a Scrum Master to balance between criticising what the team should have done and coaching them to look for alternative strategies of what could be done in the future.

Its easy to say that a Sprint Goal failed because X in the infrastructure team. It’s much harder to reflect on what the team could have done to prevent that issue arising. It requires taking acountability and to avoid casting other people as villains.

In earlier versions of The Scrum Guide the team were required to add at least one action to the next Sprint Backlog, however it is now recommended to be properly alongside other work.

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 Scrum Guide 2020

The Sprint Retrospective requires the three pillars of empirism to be effective however this time they must be focused inward, at what the team could change or could have done differently. It also requires the Scrum Values to be first and foremost in everyone’s mind. Impediments can come from within the team as often as outside it and we rely on our courage and respect to get us through those tough conversations.

Please feel free to post in the comments below of any retropectives which have worked really wel for you in the past, it would be great to read about them.

The Sprint Review

The Sprint Review is an invaluable session to demo progress, engage stakeholders, and discuss what to do next. However, in my experience mist teams don’t take full advantage of the session.

The Scrum Guide says

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.

The Scrum Guide 2020

In other words the review is a chance to take a step back and look at the increments which have been completed during the sprint, consider the product goal, and decide the next short term objective.

This should be done in full view of stakeholders, the more transparency the better because this is how we avoid waste and poor quality.

Sharing work with clients and stakeholders is daunting but it’s far better than building the wrong thing.

Personally I’m always worried when I hear teams ask “Do we have anything to demo?”. This often implies to me that they think of the Sprint Review as a presentation of progress rather than a working and planning session. Furthermore, a scrum team should aim to release at least one increment, no matter how small each and every sprint so keep an eye out for these warning signs.

The Scrum Guide reminds us that:

The Sprint Review should never be considered a gate to releasing value.

The Scrum Guide 2020

It is far better to think of the Sprint Review as an opportunity to recap what has recently been completed (if not deployed) and a chance to engage with stakeholders on what should be done next.

Daily Scrum

Last week we talked about the Sprint Planning session, today I’m going to move on to one of my favourite scrum events. The Daily Scrum.

The fifteen minutes each day where the team catch up are some of hte most powerful, but also some of the most woefully misunderstood of all the scrum events.

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 Scrum Guide 2020

In other words the entire purpose of those 15 minutes is to review the team’s progress against the Sprint Goal and ensure that they are still on track. They should consider progress, any new information they’ve discovered, and any risks they’ve found and discuss if any change of strategy is required to hit the Sprint Goal.

The Daily Scrum is about verifying progress against the Sprint Goal. Photo by cottonbro on Pexels.com

The Scrum Guide also says

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.

The Scrum Guide 2020

However, more than in almost any other event I see zombie scrum going on in Daily Scrums. In team after team, company after company I see teams standing up around a screen answering the dreaded three questions “What Did I Do Yesterday?”, “What Am I Doing Today?” and “Do I have any Impedements?” (by the way – 99% of the time people apparently don’t).

While there’s nothing wrong with this approach there’s something seriously amiss if the team do not circle back to address the main point of the meeting. Given the raw data we’ve captured from the team on their progress and their blockers do we still believe we are capable of meeting the Sprint Goal? Has something someone has said put that in jeopardy and what can the team do adapt.

The Daily Scrum is the daily iteration of the inspect and adapt pillars of empiriscm (which only works if there is a feeling of safety in the team which creates transparency). Instead of simply waiting for their turn to write the three questions developers should be listening to each other’s answers and looking for indication that the team may not meet it’s objectives.

Don’t be afraid to mix up the Daily Scrum format, but do be very nervous if you’re not discussing the Sprint Goal in each and every meeting!

Sprint Planning

Last week we talked about the Sprint. This week we’re going to kick off with Sprint Planning. The Scrum Guide defines Sprint Planning as

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 Scrum Guide 2020

It recommends you do this by answering three questions. How is this sprint valuable? What can be done this sprint? How will the work get done?

In my experience most scrum teams by estimating Product Backlog Items, or PBIs (often called User Stories) and estimating how much work they can deliver by looking at their historical velocities.

This, in my opinion is wrong.

When teams do this it’s very easy for them to let the work drive the goals instead of the other way around. Rather than identifying what they want to achieve and working out how to deliver it they look at lots of granular pieces of work and cram as many into the sprint as possible, often losing synergy and coherence in the future.

It is always better for a team to look at what they want to achieve and what the various people can do to make that happen than to try and assign particular tasks to each person. This sometimes means that people’s capacity isn’t 100% utilised. But that time is infested in collaborating, learning, paying down tech debt, and supporting their team mates who are on the critical path. Far better than having everyone so stressed by an arbitrary deadline because some random user story was included in a sprint.

Working out what to include, or not include in a sprint is never easy

A team should always identify the next step forward for their product, the one which would yield the most value and plan the work required to meet that goal. They can use estimates to assess whether a particular plan for doing it is feasible. They shouldn’t focus on trying to fill up a quota of story points from estimates of varying accuracy.

It’s the PBIs which are planned to meet the sprint goal which we will use to verify our progress in the Daily Scrum sessions. This will be the subject of next week’s post so make sure you’re following the blog if you want to read it!

The Sprint

I am currently studying with a view to attempting my PSM-III, if I stand any chance of passing I need to go back to basics to make sure I have a rock solid understanding of the fundamentals. With that in mind for the next few weeks I’m going to go back to core scrum and share my views on some of the fundamentals.

You can’t get a lot more fundamental than the sprint. The scrum guide defines a sprint as

Sprints are the heartbeat of Scrum, where ideas are turned into value.

The Scrum Guide 2020

In scrum we plan work in timeboxes, usually 2-4 weeks. By working to a much shorter planning horizon we can gain a lot of confidence as we go by reviewing progress frequently and adapt as required as the project goes along.

It is not a release schedule!

Many teams I have worked with attempt to set their deployment schedule with their end of sprint. These should be entirely coupled, DevOps has lots of good ideas about how and when to deploy. Deployments should be done as required throughout the sprint.

The sprint is about setting a goal and a timebox to achieve it. By having a consistent length of sprint we can gain confidence in the amount of work which can be delivered by looking at how much has been achieved in previous sprints. This is the purpose of velocity and estimation (a useful tool, if not a scrum process).

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.

The Scrum Guide 2020

In other words the team should focus on the objective of the sprint (the sprint goal) and not get distracted and put it in jeopardy in favour of other work.

Quality should be at least as high at the end of the sprint as it is at the beginning, one or more increments of work should be completed should be produced and all should meet the Definition of Done. If it isn’t “Done” then it shouldn’t be included and may be picked up in the next sprint. Testing phases and hardening sprints are categorically not scrum. Each price of work should be a high quality, done, potentially shippable increment.

Refinement of upcoming work and investigation of planned work continued as time goes on. Remember a sprint goal can be achieved even if the method and approach is refined as the sprint goes on.

So how long should a sprint be? This comes down to the development team in question. Generally a more work can be done in a longer sprint, however there’s more risk that something will arise which would invalidate the sprint goal. For this reason sprints should not be longer than one month.

Finally, if at any point the sprint goal becomes invalid the Product Owner may cancel the sprint. This could be for a number of reasons. The priority of work may have changed dramatically due to customer needs or the discovery of a bug (shorter sprints help prevent the waste of cancellation here). Or, the team may discover as they progress that the goal is impossible or not as valuable as originally believed. We’re in the business of doing effective work. If we discover that work isn’t going to be valuable our job is to avoid waste and move onto something which would be.

There’s probably a lot more I could add but hopefully it’s a good introduction. Do follow along for the rest of the series, next week will be Sprint Planning!

Can I Do Both Scrum and DevOps?

This is a question I hear a lot, people have heard of (or may follow) Scrum and often have read about DevOps. They want to know whether DevOps is a replacement for Scrum or if it’s something they should be doing as well. Others believe that Scrum and DevOps are incompatible, in this post I want to talk about what both of these are how (because spoilers – they can) they should be used together.

Terminology matters: Agile/Scrum vs CD/CI vs DevOps – Agitma

What Is Scrum?

Lets start with the obvious question, if we’re going to discuss how DevOps and Scrum interact we need to define what exactly what we mean.

Quoting from The Scrum Guide:

Scrum is a lightweight framework that helps people, teams and organizations generate value through adaptive solutions for complex problems.

The Scrum Guide

The Scrum Guide is an extremely concise and valuable guide to Scrum. If you haven’t read it I strongly recommend you do. However, for the purpose of this post I’m going to to highlight a few points.

Scrum employs an iterative, incremental approach to optimize predictability and to control risk.

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.

The Definition of Done is a formal description of the state of the Increment when it meets the quality measures required for the product.

Various Sections of The Scrum Guide 2020

When many people think of Scrum they discuss the Scrum Events, these include Sprints, Retros, Planning Sessions, and Sprint Reviews. However, equal importance should be given to the underlying theory of empiricism and incremental nature.

Each Scrum Team should deliver at least one increment of work each Sprint, this increment should be potentially releasable, and meet the Definition of Done. They will then meet in a Sprint Review meeting and discuss what they should do next to deliver maximum value.

What Is DevOps?

DevOps is, at it’s core an effort to reduce the divide between development and operational teams. Literally, Dev-Ops there are many practices and ways of doing this from the cultural to the technological however what has most likely led you to this post are the ideas of Continuous Integration, Continuous Delivery, and Continuous Deployment. Again, DevOps has many valuable lessons, I’m focusing on these three not to devalue the other concepts, but simply because they are some of the key concepts we need to understand for this article.

  • Continuous Integration requires that each developer merges their code into the master branch every day and if the master build breaks it is resolved or rolled back within ten minutes.
  • Continuous Delivery is a promise that any code which is the master branch is always in a potentially deployable state. Untested and unverified code is never merged in.
  • Continuous Deployment is an automation mechanism which pushes whatever is in the master branch into environments (often production) without any manual steps.

As you can see these are cumulative, so teams may practice Continuous Integration but may not practice Continuous Delivery or Continuous Deployment. It is also nearly impossible to practice Continuous Deployment unless you also follow Continuous Delivery and Continuous Integration.

It’s also worth mentioning the “3 Ways of DevOps” these were popularised by the highly successful book The Phoenix Project. The 3 Ways are:

  1. Flow/Systems Thinking
  2. Amplify Feedback Loops
  3. Culture of Continual Experimentation and Learning

Using Scrum and DevOps Together

Now that we’ve talked about what Scrum and DevOps are (or at least highlighted some of the relevant and key parts of each) I want to discuss whether these concepts can work in harmony together.

The first aspect to address is the Scrum concept of an increment. The Scrum Guide says that each team should produce at least one increment of “Done” software which is potentially releasable to production each sprint. I believe that the three concepts of Continuous Integration, Continuous Delivery, and Continuous Deployment are not only compatible, they are the natural evolution of this requirement.

If an engineering team is following CI, CD, and the other CD then each day (or less) a piece of work should be added to master. This means that a typical team of 7 engineers working a standard two week sprint could easily produce seventy or more increments in a single sprint. They key here is that by breaking down the Scrum Product Backlog Items down into single pieces of work which can be individually developed with a single day and then tested in isolation. This is not easy, however with practice and strong story splitting skills it can be done.

It’s also worth mentioning the Definition of Done. The Scrum Guide states that each increment must meet the Defintion of Done. Continuous Delivery states that the master branch should be always be in a deployable state. What a high performing Scrum/DevOps team should do is write automated tests which execute against incoming pull requests into their master branch to confirm that it always meets the agreed Definition of Done. This not only reduces the amount of repetitive testing work expected of the team but it highlights immediately when a proposed increment does not meet the team’s Definition of Done. If it doesn’t, it’s not merged in.

Maybe DevOps and Scrum aren’t incompatible after all? Photo by Blue Bird on Pexels.com

Before wrapping up I also want to consider the 3 Ways of DevOps I discussed above.

By building the Definition of Done into the Deployment Pipeline of the product we support the 1st Way by ensuring that the requirements of the team are baked into the pipeline.

The 2nd Way is to shorten feedback loops. Scrum emphasises the value of engaging with stakeholders frequently to ensure that they are involved and know the current state of the product. Scrum is also based on empirism, the belief that only we can only make estimates by looking at real data, by valuing the 2nd Way and shortening those feedback loops wherever possible this gives us a more accurate picture of what impact our changes have had. Simply put, this more accurate view provides the transparency we need to inspect and adapt. These are the three pillars of empirism.

Scrum also defines an event, the Retrospective where team members should meet to discuss ways to improve the quality and effectiveness of the team. This fosters the experimentation and innovation expected of the 3rd Way. These ideas aren’t working against each other. Scrum is providing events to ensure that the DevOps approaches are being honoured.

Conclusion

DevOps is often seen as a Scrum upgrade or perhaps a replacement to the agile framework. However it shouldn’t be. I believe that many of the automation and development strategies of DevOps are the natural evolution of Scrum principles and fit very neatly into any team already using the process.

With automated tests continuously testing each increment to guarantee that it meets the team’s Definition of Done increments can become smaller and a continuous flow of high value work can be delivered with shorter lead times and higher quality.