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Agile Estimation

Course Code



2 Days

Important: This is a more advanced course, so having the pre-requisite knowledge is vital. We have provided a self assessment for you to know if you are ready to take this class (and suggestions if you aren’t yet ready – see below).

Self Assessment to understand if you have the required Pre-Requisites for this course:
  1. Do you know the 3 Scrum roles, the 3 Scrum artifacts, and the 5 Scrum Events?
  2. Have you read the Scrum Guide in the last 3 years?
  3. Do you know how to participate in and use Planning Poker for estimation?
  4. Do you know the typical number progression used for Story Points?
  5. Do you know how to calculate velocity?
  6. Do you know how to use velocity for calculating and forecasting release dates?
  7. Do you know at least one way to estimate items in a Sprint Backlog?
  8. Do you know how to draw or interpret a Sprint Burndown?
  9. Do you know the purpose of each of the five Agile Planning Levels (Vision, Roadmap, Release Planning, Sprint Planning, Daily Scrum)?
  • If you answered Yes to at least 7 of the questions above without having to look up the answers, then you likely have the pre-requisite knowledge to attend. 
  • If you answered Yes to at least 4 of the questions above without having to look up the answers, then you will want to brush up on the above knowledge before attending.
  • Otherwise, we recommend you take one of these classes before attending:
    • AG10: Agile Team Training Camp 
    • AG11: Agile Essentials
    • AG35: Agile Scrum Master
    • AG36: Agile Product Owner
This intermediate level Agile 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 eligible for PDU’s from the Project Management Institute and SEU’s (Scrum Educational Units) from the Scrum Alliance.

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.
Upon completion of this course, participants will be able to:
  • Focus on estimate consistency over accuracy
  • Assign estimates to user stories using points by playing planning poker, t-shirt sizing, and other more advanced techniques
  • Understand the importance of negotiation around a value based approach
  • Identify recent changes to Scrum that have affected estimation techniques.
  • Describe how to use Agile estimation techniques within a Scrum framework.
  • Identify and discuss common estimation patterns and anti-patterns at the Strategy/Portfolio, Release Planning/Product Backlog, and Sprint Backlog levels.
  • Determine the most appropriate estimation pattern for different real world situations.
Agile/Scrum Refresher
First Principles: Agile Estimation
Triple constraint (cost, time, scope)
Cone of uncertainty
Difference between Agile (value driven) and Traditional (plan-driven)
5 levels of planning in Agile and when/how to estimate at each level (t-shirt sizes, points, hours, etc)
Establishing velocity and using it for planning purposes
Burn-down charts at the release and iteration/sprint level of planning
Strategy Level Estimation Patterns and Anti-patterns
Product Backlog Level Estimation Patterns and Anti-patterns
Sprint Backlog Level Estimation Patterns and Anti-patterns
Business Value Estimation Patterns and Anti-patterns

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.
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