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Advanced Agile Estimation: Techniques and Patterns

Course Code



2 Days

Important: This is a more advanced course, so having the pre-requisite knowledge is vital. Participants should have:

  • Understanding of Scrum
  • Some experience with Story Points, Planning Poker and Calculating Velocity
  • Understanding of how to draw or interpret Sprint Burndown charts
  • Familiarity with the five Agile Planning Levels

Otherwise, we recommend you take one of these classes before attending:

  • AG10 Agile Team Training Camp
  • AG11 Agile Essentials
  • AG35 Agile for Scrum Masters
  • AG36 Agile for Product Owners
This course will provide the information and context needed to be successful when providing estimates in an Agile environment. Participants will learn the ideal way to use estimates and when to apply them. The format of this course is meant to provide both theory and practice to learn how to improve planning using consistent estimates at the right level of planning. This class will refresh participants on techniques such as Planning Poker and T-shirt sizing, but then the course will dive deeper into numerous other proven Agile estimation techniques. Estimation techniques covering all levels of Agile Planning (Strategy, Enterprise, Portfolio, Program, Release Planning, Epics, Stories, etc) will be discussed.
This course is designed for Scrum Masters, Product Owners, Agile Team Members, and any other people who are involved in providing estimates and forecasting in an Agile environment. People who are responsible for mentoring or teaching others about Agile estimation techniques, such as Scrum Masters, Agile Coaches, and Managers, will also find benefit in this class.

In this course, participants will:

  • Explain the Scrum process
  • Identify recent changes to Scrum that have affected estimation techniques
  • Learn how to use Agile estimation techniques within a Scrum framework
  • Identify and discuss common estimation patterns and anti-patterns at the Strategy, Product Backlog, and Sprint Backlog levels
  • Identify and discuss value patterns and anti-patterns
  • Determine the most appropriate estimation pattern for different situations
  • Estimate products at the Strategy, Product Backlog, and Sprint Backlog levels, and using value patterns
The Scrum Framework
Scrum Values
Scrum Roles
Scrum Artifacts and Events
Definition of Done
Scrum Schedules

First Principles: Agile Estimation within a Scrum Framework
Reasons to Estimate
Causes of Underestimation
Estimation Techniques and Scrum
Agile Planning Levels

Recent Changes to Scrum That Affect Estimation
Scrum Guide Changes
Product Backlog and Planning Changes
Sprint Backlog Level Changes

Estimation Patterns
Patterns and Anti-Patterns

Strategy Level Estimation Patterns
Explain Agile Planning Levels and Estimation at the Strategy Level
The Triple Constraint
Schedule Pressures

Product Backlog Level Estimation Patterns
Explain Agile Planning Levels and Estimation at the Product Backlog Level
Product Backlog Level Estimation Patterns
Story Points
Release Burndown and Rapid Release Planning

Sprint Backlog Level Estimation Patterns
Sprint Backlog Level Estimation Patterns
Task Hours
Sprint Burndown

Value Estimation Patterns
What is a Value?
Value Estimation Anti-Patterns
Risk Value and EBM Models
Frequent Measurement

Some Practical Techniques for Estimating/Reflecting Value in the Product Backlog
Using Kohn’s Risk Value Model

Organizational Changes and Key Takeaways
Organizational Changes and a Key Takeaway Exercise

Estimation Scenario
This course includes exercises to deepen the understanding of Agile estimating techniques. A case study is used to include an in-depth simulation where participants utilize the different methods they have learned in the class.

Review of topics learned
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