Scrum Product Owner – Basic Outline

I found it helpful to review my notes on the role of a Scrum Product Owner and place an outline here to which I can refer quickly.

  • Three Pillars of Scrum
    • Transparency
    • Inspection
    • Adaptation
  • Iron Triangle (from Project Management)
    • Scope
    • Cost
    • Schedule (Time)
  • Scrum Ceremonies
    • Sprint Planning
      • all team members including Product Owner
      • Dev Team commits to complete a negotiated amount of work from the highest-priority PBIs (Product Backlog Items)
    • Daily Scrum
      • Dev Team, ScrumMaster
        • What did I do yesterday?
        • What am I going to do today?
        • What impediments do I face?
      • presence of Product Owner can be very helpful to answer questions
    • Sprint Review
      • mainly review what was accomplished
      • outside managers are encouraged to attend
    • Sprint Retrospective
      • mainly review the team’s internal process
      • mostly just for Dev Team and ScrumMaster
    • Product Backlog Refinement
      • Product Owner with Stakeholders, SMEs, Customers, Managers
      • Also work with ScrumMaster, less with Dev Team
  • Scrum Artifacts
    • Product Backlog
    • Sprint Backlog
    • Product Increment
  • Product Owner Activities
    • Inward-Facing: Work with the Scrum Team
      • Release Planning
      • Sprint Planning
      • Daily Scrum
      • Answer Questions
      • Validate PBI (Product Backlog Item)
      • Sprint Review
    • Outward-Facing: Work outside the Scrum Team
      • Work with SMEs, Stakeholders, and Customers
      • Understands Needs
      • Validate Product
    • Groom/Refine Backlog
      • Create PBIs (Product Backlog Items)
      • Split PBIs
      • Reorder the Product Backlog
  • Product Owner Responsibilities
    • Gathers input from stakeholders
    • Establishes a high-level vision and goals
    • Obtains a budget
    • Identifies ways to improve business value
    • Optimizes ROI
    • Establishes clear release criteria
    • Prioritizes the product backlog
    • evolves the product backlog
    • clarifies user stories
    • maintains a release burndown chart
  • Balance for Scrum Roles
    • Product Owner: Build the Right Thing
    • Development Team: Build the Thing Right
    • ScrumMaster: Build the Thing Effectively
  • Levels of Planning (small -> large)
    • Daily Planning
    • Sprint Planning
    • Release Planning
    • Roadmap Planning
    • Vision Planning
  • Scrum Overview
    • Idea->Product Vision
    • Roadmap
      • Initiation – Sprint 0
      • Releases 1-n
        • Sprint 1
          • Sprint Plan
          • Sprint (days)
            • Day 1
            • Day …
            • Day n
          • Sprint Review
          • Sprint Retrospective
          • Produces a Product Increment
            • Meets Definition of Done
            • Increment usable by customer
            • Release (final)
        • Sprint n
          • Sprint Plan
          • Sprint (days)
            • Day 1
            • Day …
            • Day n
          • Sprint Review
          • Sprint Retrospective
          • Produces a Product Increment
            • Meets Definition of Done
            • Increment usable by customer
            • Release (final)
        • Release Review
        • Release Retrospective
      • Final Release
  • Roadmapping
    • Start from core functionality
      • Minimal Marketable Features (MMF)
      • Minimal Viable Product (MVP)
    • Add working features and sets of features with each release
  • Release Planning
    • Cadence-based (schedule-driven)
      • Advantages
        • Deliver functionality and business value earlier and more often
        • Predictable schedule
        • Predictable burn rate
        • Sustainable pace
      • Disadvantages
        • Must slice scope to fit schedule
        • Must use resources differently
      • Teams are more interdependent
    • Scope-based (feature-driven)
      • Advantages
        • Discrete Statements of Work (SOWs)
        • Commodity oriented
      • Disadvantages
        • irregular delivery
        • delay in business value
        • resources may be used unevenly
      • Teams are more independent
  • User Stories
    • Components
      • As a [role (who)]…
      • I want [feature (what)]…
      • So that [business value (why)]…
    • Acceptance Criteria
      • help define done
      • manage expectations
      • lead to new requirements
      • attributes:
        • objective
        • measurable
        • testable
    • Importance of components
      1. Why
      2. Who (personas)
      3. What
      4. Acceptance criteria
      5. How
    • User Roles
      • How often do they use the system?
      • How technically savvy are they?
      • How much domain knowledge do they have?
      • What are their goals?
      • What are their pain points?
  • Grooming
    • Progressive Elaboration
      • Higher-priority, sooner-to-be-completed items are smaller and better defined.
      • Lower-priority, farther-in-the-future items are larger and less defined
    • Attributes of a good user story
      • Independent
      • Negotiable
      • Valuable
      • Estimatable
      • Small (no more than 1/2 sprint and only one of those)
      • Testable
    • Dependencies for:
      • Business: Product Owner resolves
      • Technical: Dev Team Resolves
    • Splitting User Stories
      • When to split stories
        • Split stories that are dependent on each other
        • Split stories that are too big
        • Split stories into spikes if complex or risky
        • Split compound Stories
      • How to split stories
        • Stories should represent some level of end-to-end functionality
        • Do not split into tasks like design/code/front/middle/back
        • Deliver cohesive subset of all layers
        • Do simplest thing that could work
        • Horizontal vs. Vertical
          • Horizontal: layers or hardware or software functionality (e.g., database, I/O, UI, security, user control, business rules, middleware, etc.)
          • Vertical: units of business functionality that cut across or incorporate functionality from horizontal system layers (e.g., user login and management, transaction processing, reporting, etc.)
      • Patterns for splitting stories
        • Data boundaries
          • local vs. international
          • by credit card type
          • by currency type
        • Operational boundaries
          • CRUD
          • happy path vs. exceptional cases
          • business rules
        • Cross-cutting concerns
          • security
          • logging
          • error handling
        • Performance
        • Priority
          • necessity
          • flexibility
          • safety
          • comfort, luxury, performance
      • Development Approach: Iterate through…
        • core operations
        • capability, flexibility, safety
        • usability, performance, sizzle
      • Definition of Ready (for Dev Team to work on)
        • Defines when PBIs are ready for Dev Team to consume
        • Use INVEST as a guide
  • Estimation
    • Context
      • Who provides the estimates?
      • Who commits to the estimates?
      • What units are used?
    • Story Points
      • based on relative effort
      • based on volume of work, complexity, and risk
      • Fibonacci sequence?
    • Planning Poker
      • all team members independently estimate
      • estimates are compared and outliers are discussed
      • consensus and understanding are reached
    • Benefits
      • fast techniques
      • increases accuracy
      • builds understanding
      • drives commitment
      • provides data points
  • Sprint Planning
    • Select highest business value stories
    • Generate Sprint Backlog
    • Determine what will be delivered
    • Determine how it will be achieved
    • Should take less than two hours per week of sprint
    • Break PBIs into tasks and estimate
    • End with Team’s forecast of what can be accomplished
    • Task Board Columns (tasks per story by row, migrate tasks across)
      • Task
      • In-Progress
      • To Verify
      • Done
  • Sprint Review
    • Dev Team presents Product Increment
    • Product Owner, Stakeholders, SMEs review the increment and provide feedback
    • Feedback is processed by Product Owner and used to adjust backlog and release plans
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