THE SCRUM PAPERS: NUT, BOLTS, AND ORIGINS OF AN AGILE FRAMEWORK JEFF SUTHERLAND CO-CREATOR OF SCRUM 30 MAR 2021, LINCOLN MA Copyright Jeff Sutherland 1993-2021 1 Dedication ..................................................................................................................................................................................... 5 Introduction ................................................................................................................................................................................. 8 Forward: Ikujiro Nonaka and The Scrum Way .......................................................................................................... 11 Chapter 1: Introduction to Scrum ....................................................................................................................... 13 Scrum Primer Version 1.2 ................................................................................................................................................... 14 Rolling out Agile at a large Enterprise ........................................................................................................................... 33 Capturing Extreme Business Value: 1000% Annual Return on Investment in Scrum Trainers .......... 43 Chapter 2: The First Scrum ................................................................................................................................. 46 Agile Development: Lessons Learned from the First Scrum ................................................................................ 47 Chapter 3: What is Scrum? The First Papers on the Scrum Development Process ............................................... 54 Scrum Development Process ............................................................................................................................................. 55 Chapter 4: Getting Started with Scrum .............................................................................................................. 79 Scrum on Large Projects: Distributed, Outsourced Scrum ................................................................................... 81 Agile Can Scale: Inventing and Reinventing Scrum in Five Companies ........................................................... 83 PatientKeeper Scrum: The First Enterprise Scrum .................................................................................................. 91 Conclusions ................................................................................................................................................................................ 92 Distributed Scrum: Agile Project Management with Outsourced Development Teams .......................... 93 Cahpter 5: Distributed, Outsourced Scrum ......................................................................................................... 96 Context ......................................................................................................................................................................................... 99 Fully Distributed Scrum: Replicating Local Productivity and Quality with Offshore Teams .............. 111 Scrum and CMMI Level 5: The Magic Potion for Code Warriors ..................................................................... 124 Mature Agile with a twist of CMMI ............................................................................................................................... 141 Chapter 6: Scrum Metrics ................................................................................................................................. 154 Reporting Scrum Project Progress to Executive Management through Metrics .................................................. 155 Introduction ........................................................................................................................................................................... 155 Copyright Jeff Sutherland 1993-2021 2 Transparency into Projects ............................................................................................................................................. 155 Executive Dashboard .......................................................................................................................................................... 156 Conclusions ............................................................................................................................................................................. 163 Chapter 7: Scrum Tuning ................................................................................................................................... 164 Type B Scrum Continuous Flow: Advancing the State of the Art ........................................................................ 166 Introduction ........................................................................................................................................................................... 166 Background on Scrum ........................................................................................................................................................ 166 Improving Scrum Implementations ............................................................................................................................. 168 Enhancing Scrum Implementations ............................................................................................................................. 169 Management Challenges for a Continuous Flow Scrum ...................................................................................... 171 Summary .................................................................................................................................................................................. 172 Postscript ................................................................................................................................................................................. 172 Future of Scrum: Creating a Scrum Company with a Type C All-At-Once Scrum ................................................. 174 Abstract .................................................................................................................................................................................... 174 1. Scrum Evolution .............................................................................................................................................................. 174 2. Scrum Evolution in Practice ....................................................................................................................................... 176 2. The First Scrums – Team Scrum and Continuous Flow Scrum ................................................................... 177 3. Continuous Flow Scrum ............................................................................................................................................... 179 4. Type C Scrum .................................................................................................................................................................... 184 5. Conclusions ........................................................................................................................................................................ 199 Chapter 8: Case Studies .................................................................................................................................... 201 Ssh! We are adding a process… (at Google) ....................................................................................................... 202 1. Introduction .................................................................................................................................................. 202 2. First agile attempts ....................................................................................................................................... 203 2.1. The guinea pig projects ............................................................................................................................................. 204 Copyright Jeff Sutherland 1993-2021 3 2.2. The first process steps ............................................................................................................................................... 205 2.3. Issues to overcome ..................................................................................................................................................... 206 2.4. Working with the remote team ............................................................................................................................. 207 3. Adding agility – one practice at a time ................................................................................................................... 207 4. Release experience ......................................................................................................................................................... 209 5. Feedback and next steps .............................................................................................................................................. 210 6. The second version ......................................................................................................................................................... 211 7. Where are we going from here .................................................................................................................................