Delivery Team Meetings

The Product Line Team has four meetings. Each meeting is a working session with specific outcomes. Click on the links below to jump to a specific meeting within this page.

Sprint Planning
Backlog Refinement
Daily Standup
Agile Assessment
Sprint Demo/Review
Sprint Retrospective

R.A.C.I 

Responsible   Accountable   ​Consulted   Informed

F.A.C.I

Facilitator Accountable Consulted Informed​​

Sprint Planning

The purpose of the Sprint Planning meeting is for the team to agree to complete a set of the top-ordered product backlog items. This commitment defines the sprint backlog and is based on the team’s velocity or capacity and the length of the sprint timebox.

Details 

Governance State:  Story Ready

4 hours per month; ideally as one working session per month

R – Business/Capability Owner 

A – Accountable Owner 

C – Product Category Team, SMEs 

I – Stakeholders

Prerequisite Work

  • Review Sprint Planning Guide under Basecamp 1 Outcome 3: Make & Meet Commitments
  • User Stories in the Product Backlog meet the Definition of Ready:
    • They have adequately been refined in Backlog refinement sessions so that the team has a shared understanding of “what” and “why” 
    • They are sized by the team with a relative story point value 
    • They have clear (binarily testable) acceptance criteria 
    • They follow INVEST criteria
      • Independent 
      • Negotiable 
      • Valuable 
      • Estimable 
      • Small 
      • Testable 
    • All other criteria specified in the organization’s specific Definition of Ready 
  • User Stories in the Product Backlog are prioritized following the priority of Features from the Product Line Team 
  • There exists a Definition of Done to evaluate the acceptance of stories
  • The team knows its historic velocity to estimate the bandwidth available for the Sprint (in story point values)

Sprint Planning Agenda

Opening

Timing: 15 mins

F – Product Specialist 

Open meeting with announcements or updates; share meeting focus (planned discussions and decisions); validate that the appropriate information is available to have those discussions and/or make the anticipated decisions

Sprint Goal

Timing: 15 mins

Outcomes:

  • Distill a singular goal for each sprint. 
  • Sprint Goals

F – Product Specialist      A – Product Specialist      R – Delivery Team      C – Product Owner 

The Product Owner explains the larger product roadmap and discusses a goal for the Sprint that would be most impactful in accomplishing the near-term objectives. They recommend Product Backlog Items to accomplish those objectives. These would be User Stories from the “top” of the Product Backlog since the Product Owner has already aligned their Product Backlog with the Features priority. The Delivery Team will ask questions to understand these features better, and the Product Owner should be able to represent the value they bring to the end customer. 

As the team understands the objectives, they should distill a singular goal for the Sprint to leverage as criteria for what stories to pull into the Sprint Backlog. The team collectively creates the Sprint Goal. The Sprint Goal is useful for focusing effort during the Sprint and reporting to stakeholders without overloading them with detail. 

The Product Owner may guide the Delivery Team in selecting Product Backlog items supporting the Sprint Goal. As a rule of thumb, they should be prepared to discuss two sprints worth of backlog items.

Making a Commitment

Timing: 45 mins

Outcomes:

  • Populate Sprint Backlog based on Spring Goal
  • Sprint Backlog

F – Product Specialist     A – Product Specialist      R – Delivery Team      C – Product Owner 

Once the team has agreed on the Sprint Goal, they decide what stories from the prioritized Product Backlog will achieve it and pull that work into Sprint Backlog. The team should use their historical velocity and forecast their capacity in the next Sprint to inform this commitment. Some factors to consider when forecasting capacity are days available in the Sprint (account for holidays), availability of team members (account for PTO), and percentage allocation of team members (account for any team members that are not fully committed to the team for this Sprint). Product Backlog Items that are too large to be completed in a Sprint might be broken out into smaller pieces or a smaller Story that does fit and can be pulled in.

How Will We Do It?

Timing: 2.5 hours

Outcomes:

  • Decide how to build a shippable increment that meets the Definition of Done
  • SMART Tasks
  • Decomposed Work

F – Product Specialist      A – Product Specialist      R – Delivery Team      C – Product Owner 

Having established a goal for the Sprint and identified Sprint Backlog Items to achieve it, the team must decide how to build this into a shippable increment that meets the Definition of Done. This conversation is much more tactical; the result is that the team should collectively understand, in detail, the steps necessary to build this functionality and meet the Definition of Done. These may be captured in tasks and should include testing details and other non-functional requirements. Tasks should be SMART (Specific, Measurable, Achievable, Relevant, Timeboxed). A “plan as you go” approach is also acceptable, but by the end of the meeting, work should be adequately decomposed for the next couple of days of work. 

As this finer detail is broken out, the team may find things were bigger, more complex, or overly expensive than they initially thought and have to renegotiate the scope of the Sprint Backlog. The Product Owner helps clarify the value of these items so the team can make intelligent trade-offs. The Delivery Team may invite a subject matter expert to offer perspective on niched domains.

Wrap Up/Close

Timing: 15 mins

Outcomes:

  • Align on decisions and action items

F – Product Specialist      A – Product Specialist      R – Delivery Team      I – Product Line Team 

Review decisions and action items. Confirm RACI and timing for action items. Confirm RACI and timing for follow-on communications. Perform a brief retrospective on the session and decide what to do differently next time.

Backlog Refinement​

Backlog Refinement is a regularly scheduled meeting for the Delivery Team where user stories initially defined as part of the Story Writing and Story Mapping exercise and originally planned as part of Release Planning are further refined and updated for Delivery Teams to take work into a Sprint.

Details 

Governance State: Make Ready 

1-2 Hours; 2-3 Times Per Week 

R – Delivery Team 

A – Product Specialist 

C – Product Owner 

I – Product Line Team

Prerequisite Work

  • Review How to Write Better User Stories under Basecamp 1 Outcome 2: Establish Flow of Work 
  • Reference documentation available
  • INVEST Criteria and Personas 
  • Feature Definition of Ready 
  • User Story and Acceptance Criteria templates 
  • Feature Testing / Validation Approach and Plan Reference supporting artifacts from relevant teams and SMEs for user stories on agenda 
  • Prepare Story details to meet Definition of Ready for Sprint Planning; Make sufficient stories ready to meet metrics guidance

Backlog Refinement Agenda

Opening

Timing: 15 mins

​F – Product Specialist     A – Product Specialist

Open meeting with announcements or updates; share meeting focus (planned discussions and decisions); validate that the appropriate information is available to have those discussions and/or make the anticipated decisions

Review Feature

Timing: 15 mins

Outcomes:

  • Review list of Features
  • Prioritized list of Stories to review

F – Product Specialist​     A – Product Specialist​     R – Delivery Team​     C – Product Owner

Review Feature Definition, including acceptance criteria and Dependencies for all features on the agenda.

  • Arrive at a shared understanding of features as a team
  • Create a list of prioritized stories to make ready

Review, Update, & Estimate Stories

Timing: 1-1.5 hours
 

Outcomes:

  • Make stories ready Stories meet definition of ready

​F – Product Specialist     A – Product Specialist​     R – Delivery Team​  

Update stories in ALM TOOL with a descriptive title, a description in a user story or system story format, and updated acceptance criteria. Split stories as needed and provide all necessary information for estimation.

  • Review and update stories
  • Identify story-level dependencies
  • Estimate stories

Wrap Up/Close

Timing: 15 mins

Outcomes:

  • Align on decisions and action items

F – Product Specialist     A – Product Specialist     R – Delivery Team​    I – Product Line Team

Review decisions and action items. Confirm RACI and timing for action items. Confirm RACI and timing for follow-on communications. Perform a brief retrospective on the session and decide what to do differently (if any) next time. ​

D​​​​​​aily Standup

​The purpose of the daily standup (also called the daily Scrum) is to share information about the work in the Sprint, coordinate with team members, and surface any impediments to completing the work. Team members make commitments to each other to achieve the sprint commitment. ​

Details 

G​overnance State: In Progress

15 Minutes Max; Daily

R – Delivery Team

A – ScrumMaster

I – Product Line Team

Prerequisite Work​​​​

  • Story Board / Kanban Board has been updated

Daily Standup Agenda

Opening

Timing: 1 min

F – Product Orchestrator     R – Product Line Team     A – Product Orchestrator

Open the meeting with announcements or updates; share meeting focus (planned discussions and decisions); validate that the appropriate information is available to have those discussions and/or make the anticipated decisions

State the Prime Directive and do a safety check 

Standup

Timing: 13 mins max

Outcomes:

  • Updating status and surfacing impediments
  • Commitments and impediments to remove

F – ScrumMaster      A – ScrumMaster      R – Delivery Team 

During the Daily Standup, each team member answers the following three questions: 

  • What did you do yesterday to achieve the Sprint Goal?
  • What will you do today to achieve the Sprint Goal?
  • Are there any impediments in your way? 

Most teams conduct the daily Scrum meeting by having each person answer the three questions in order. You answer all three, then the next person, the next, and so on. An interesting alternative that some teams find helpful is to talk through one Product Backlog item before moving on to the next (walking the Scrum board). In this way, an individual may give an update multiple times during the same meeting. Having the Scrum board in front of everyone is useful to facilitate the meeting. 

Any impediments raised in the Scrum meeting become the ScrumMaster’s responsibility to resolve as quickly as possible. In cases where the ScrumMaster cannot directly remove these impediments (e.g., usually the more technical issues), he still takes responsibility for ensuring someone on the team promptly resolves the issue.

Wrap Up/Close

Timing: 1 min

Outcomes:

  • Align on decisions and action items

F – ScrumMaster      A – ScrumMaster      R – Delivery Team 

Review decisions and action items. Confirm RACI and timing for action items. Confirm RACI and timing for follow-on communications.

Agile Assessment

The agile assessment helps us understand the team’s journey towards Basecamp outcomes. This allows us to make an informed coaching plan, providing data points for stakeholders to better understand operational conditions. ​

Details 

Governance State: N/A 

1 Hour Max.; Every Two Weeks 

R – Delivery Team 

A – Coach/ScrumMaster 

C – N/A 

I – Transformation Leadership Team

 

Prerequisite Work

  • Socialize it (See Safety Statement)
  • Make Cards (Always, Sometimes, Never, Explain). Make sure the colors aren’t a stoplight
  • Configure the assessment​

Post-Meeting Activities​​​​

R – Delivery Team​ A – Coach/ScrumMaster C -N/A I – Transformation Leadership Team

  • Create/update the coaching plan based on agile assessment results​
  • Determine whether any of the basecamp outcomes have been achieved

Agile Assessment Agenda

Opening

Timing: 5 mins

F – Coach/ScrumMaster      A – ScrumMaster      R – Delivery Team 

Open meeting with announcements or updates and emphasize safety principle; share meeting focus (planned discussions and decisions); validate that the appropriate information is available to have those discussions and/or make the anticipated decisions.

Perform Assessment

Timing: 50 mins

Outcomes:

  • Execute Assessment
  • Updated Assessment

F – Coach/ScrumMaster      A – ScrumMaster      R – Delivery Team 

Iterate through each of the assessment exit criteria, then discuss the competency measures for each exit criteria and determine if the assessment state can be changed based on the evidence available. 

  • Determine if the team has obtained the competency and, if so, how to improve the competency continuously 
  • Where the team has not yet obtained the competency, determine which targeted actions, training, or workshops will help the team improve 
  • Document any questions or issues

Wrap Up/Close

Timing: 5 mins

Outcomes:

  • Align on decisions and action items

F – Coach/ScrumMaster      A – ScrumMaster      R – Delivery Team      I – Product Line Team 

  • Review any questions or issues that must be resolved before the next Agile Assessment 
  • Perform a brief retrospective on the session and decide what to do differently (if any) next time.

Sprint Demo/Review

The Sprint Review is conducted with the Product Owner to ensure all acceptance criteria of the work completed have been met.  Following the review, the team demonstrates completed functionality to showcase their work to interested stakeholders.

Details 

Governance State: Story Done 

2 Hours Max; Every Two Weeks 

R – Delivery Team 

A – Product Specialist 

I – Product Line Team

 

Prerequisite Work

  • The items to be demonstrated meet the definition of done 
  • The items that do not meet the definition of done are not considered for the demonstration to the Product Line Team and other stakeholders 
  • The team member(s) who completed the work will be doing the demonstration(s)

Sprint Demo/Review Agenda

Opening

Timing: 10 mins

F – ScrumMaster      A – Product Specialist 

Open meeting with announcements or updates; share meeting focus (planned discussions and decisions); validate that the appropriate information is available to have those discussions and/or make the anticipated decisions

Demonstration

Timing: 1.5 hours max

Outcomes:

  • Demonstrate potentially shippable increment
  • New Feature and User Story ideas

F – ScrumMaster      A – Product Specialist      R – Delivery Team      I – Product Line Team 

  • The Product Owner opens by explaining the Sprint Goal, where it fits into the larger product vision, and what items have been and were not done. 
  • The team member(s) who completed the User Story will demonstrate their work. Slide presentations of the changes are not acceptable.  
  • The demonstrator will take questions and listen to feedback as they proceed. The Product Owner will harvest ideas for new Features and User Stories from the discussion into the Product Backlog.

Metrics Update

Timing: 15 mins

Outcomes:

  • Update end-of-sprint Metrics
  • Updated Metrics

F – ScrumMaster      A – ScrumMaster      R – Product Specialist      C- Delivery Team      I – Product Line Team 

The team should capture the following metrics in the Notes section for this Sprint and all other “Enter on Last Day of Sprint” metrics to close out the Sprint:  

Predictability 

  • Ready Sprints 
  • Velocity Variance 
  • Velocity Story Point Completion Ratio 
  • Staff Availability (%) 
  • % of Ready Stories with Dependency 


Quality 

  • Sprint Investment Mix
  • Escaped Bugs
  • Regression Bugs

Wrap Up/Close

Timing: 5 mins

Outcomes:

  • Align on decisions and action items

F – Coach/ScrumMaster      A – ScrumMaster      R – Delivery Team      I – Product Line Team 

Review decisions and action items. Confirm RACI and timing for action items. Confirm RACI and timing for follow-on communications. Perform a brief retrospective on the session and decide what to do differently (if any) next time. ​

Sprint Retrospective​

The purpose of the Sprint Retrospective​ is for the Delivery Team to meet every Sprint to review the team’s performance. The team targets one or two improvements to implement in the next Sprint.

Details 

Governance State: Story Accepted​

1 Hour Max.; Every Two Weeks

R – Delivery Team​

A – ScrumMaster

C -N/A

I – Product Line Team​​

Prerequisite Work

  • A Physical Board/Virtual Board is ready and available

Sprint Retrospective Agenda

Opening

Timing: 5 mins

​F – ScrumMaster     A – ScrumMaster ​     R – Delivery Team

Welcome everyone, and review the purpose, agenda, and organizing tools.  Review the Prime Directive​ and create safety.

​Action Item Status Review​

Timing: 5 mins

Outcomes:

  • Review previous Action Items
  • Action Items updated

​​​F – ScrumMaster     A – ScrumMaster ​     R – Delivery Team​​

Review action items from the previous retrospective.

  • Discuss the outcome of the last retrospective
  • ​​​Create a plan for unfinished action items

Feedback and Discussion

Timing: 30 mins

Outcomes:

  • Gather feedback and discuss
  • Feedback captured

F – ScrumMaster     A – ScrumMaster ​     R – Delivery Team​​

​​​Gather feedback regarding the previous Sprint (More of, less of, Same as)​

  • Vote and prioritize feedback
  • Discuss prioritized feedback as a team
  • Capture feedback

Identify Action Items

Timing: 15 mins

Outcomes:

  • Create action items
  • Action plan

F – ScrumMaster     A – ScrumMaster ​     R – Delivery Team​

The Delivery Team discusses the improvement candidates and decides which should be targeted by the team to implement in the next Sprint

  • Create an action plan as a team​ for the top 2-3 prioritized items

Wrap Up/Close

Timing: 5 mins

Outcomes:

  • Align on decisions and action items

F – ScrumMaster     A – ScrumMaster ​     R – Delivery Team​​ ​     I – Product Line Team​​​​​

Review decisions and action items. Confirm RACI and timing for action items. Confirm RACI and timing for follow-on communications. Perform a brief retrospective on the session and decide what to do differently (if any) next time. ​