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Agile Scrum Master Guide

Agile Scrum Master Guide
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Agile Scrum Master Guide

The Agile Scrum Master Guide is an essential asset for product development teams. Tailored specifically for Agile Scrum Master Business Analysts, this comprehensive guide equips you with insider tips to effectively bridge the gap between business requirements and technical solutions.

This expertise ensures that project goals are not only met but achieved efficiently and sustainably. Moreover, the guide offers invaluable insights, actionable strategies, and real-world examples to support you at every stage of your Agile Scrum Master journey.

So, seize this invaluable resource to enhance your Agile project management skills and optimize your team’s success. Don’t miss out on this opportunity to elevate your Agile practices.

This guide offers a comprehensive approach and best practices to streamline your responsibilities effectively. It encompasses analyzing the project, offering guidance, and fostering relationships that create a world-class team.

Beginning with the Idea

Initiate your journey with an idea. Transform that idea into a demand, and then differentiate between its nature—whether it’s strategic (a project or enhancement) or operational (a change or defect).

In the case of strategic initiatives, they become part of the Agile Development Flow, enabling you to choose a workflow tailored to Project Development, Agile Development, or Hybrid Development.

What are some of the Scrum Master Day in the Life of Tasks?

So, what exactly does a day in the life of a Scrum Master entail? Transitioning effortlessly into the Agile flow, the Scrum Master takes on a pivotal role.

Scrum Masters serve as a dependable sounding board for any challenges that may arise, leveraging their unique ability to seamlessly move stories between a release backlog and an active sprint.

This dynamic role involves a range of responsibilities that keep the Agile process on track and the team focused on delivering value.

When delving into Agile work within ServiceNow, it’s essential to start with a high-level overview. But keep in mind that this role goes beyond the technical aspects. It includes critical responsibilities like establishing and overseeing teaching, coaching, mentoring, and efficient team management.

A Multifaceted Approach:

This multifaceted approach ensures a seamless alignment between business needs and technical solutions, ultimately enhancing the efficient and sustainable achievement of project goals.

1. Defining Agile Scrum Master Guide to KPIs and Reporting

Define Sprint KPIs

Firstly, regarding Sprint KPIs, it’s crucial to actively track sprint completion rates. Doing so, you swiftly identify if the planned work aligns with the team’s capacity. Additionally, monitoring the sprint velocity allows you to discern the pace at which the team can deliver story points or user stories.

Furthermore, evaluating sprint goal success ensures the team’s efforts translate into tangible outcomes. To reflect changes, I keep the sprint backlog dynamic, allowing it to evolve with the project needs while maintaining focus on the sprint goals.

Team & Epic KPIs

Secondly, velocity tracking is paramount for gauging productivity and identifying trends in team performance over multiple iterations. Coupled with this, cycle time helps in understanding task completion time and areas for efficiency gains.

Prioritizing Team Morale:

In addition to quantitative metrics, regular team health surveys provide qualitative data on team morale and cohesion. I establish a culture where feedback translates into actionable plans, ensuring continuous team growth and well-being.

Release KPIs

Lastly, Release KPIs are essential for evaluating the end-product quality, the time it takes to go to market, and customer satisfaction post-release. I encourage the team to incorporate lessons learned into future work, ensuring a commitment to quality is a recurring theme. Moreover, customer feedback post-release is treated as a gold mine for insights, driving future improvements.

Reporting Methods:

Visual Dashboards:

Firstly, choose a tool like Agile Sprint Dashboard, JIRA, ServiceNow Visual Task Board, or Trello to create your visual dashboards.

First and foremost, select a tool such as Agile Sprint Dashboard, JIRA, ServiceNow Visual Task Board, or Trello to establish your visual dashboards. This initial choice forms the basis for transparent and accessible project tracking.

Configuring Project Boards:

Next, promptly configure your project boards, tailoring columns to align with your workflow stages. Ensure that every team member not only has access but also comprehends how to update their tasks in real-time.

Maintaining Current Dashboards:

Lastly, consistently review the dashboard to maintain its accuracy and ensure it effectively reflects the project’s ongoing progress.

Understanding Sprint Cumulative Flow and its Scrum Master Application:

Sprint Cumulative Flow is a visualization tool that tracks the flow of work items within a sprint. It provides valuable insights into the progression of tasks, helping the Scrum Master to make informed decisions and facilitate the team’s work effectively.

Scrum Master’s Role:

The Scrum Master utilizes the Sprint Cumulative Flow chart to monitor the flow of user stories or tasks across different stages of the sprint. This tool assists in identifying bottlenecks, potential delays, and variations in work distribution.

By actively using Sprint Cumulative Flow, the Scrum Master can:

  • Identify Issues: Recognize any blockages or areas where work is piling up, which helps in early problem detection.
  • Optimize Workflow: Make data-driven decisions to optimize the team’s workflow and improve efficiency.
  • Track Progress: Keep a real-time record of work completed, work in progress, and work yet to be started during the sprint.
  • Facilitate Communication: Use the chart to facilitate discussions with the team, Product Owner, and stakeholders, ensuring everyone is aware of the sprint’s status.

Burn-up/Burn-down Charts:

Burn-up and Burn-down charts are vital visual tracking tools in Agile and Scrum. They provide valuable insights and assist the Scrum Maste to enhance transparency and guide the team effectively.

1. Burn-up Chart: Purpose: Tracks completed work accumulation over time, visualizing progress towards project goals. Demonstrates project scope evolution to stakeholders, encouraging discussions on scope changes and team motivation.

2. Burn-down Chart: Purpose: Measures remaining work in a sprint or project and tracks completion speed. Monitors progress toward sprint or project goals, identifying potential issues early and enabling data-driven discussions.

Velocity Charts:

Next, use DevOps & Change Velocity charts to track the completed work across successive sprints.

Record the number of stories points your team completes in each sprint to gauge your team’s velocity. Analyze the patterns in these charts to make informed decisions about future sprint capacities. Adjust your sprint planning based on insights gained from these velocity trends, aiming for a sustainable pace that ensures quality and timely delivery.

Sprint Reports:

Finally, at the end of each sprint, compile a sprint report. Summarize the achievements by listing the completed items. Highlight the remaining backlog to provide clarity on what’s pending. Also, include key action items that the team has identified as necessary for the next sprint. Encourage the team to actively participate in creating this report, ensuring that it’s a collaborative and accurate reflection of the sprint’s outcomes.

2. KPI Client Review

Agenda for Client Review Meeting:

1. Welcome and Introduction (5 minutes): Welcome all attendees. Introduce participants individually. Outline meeting objectives.

2. Review of Last Meeting’s Action Items (10 minutes): Revisit previous action items. Discuss status: completed and outstanding tasks.

3. KPI Updates (15 minutes): Present current KPIs with visuals. Discuss achievements and areas for improvement.

4. Project Progress Overview (15 minutes): Provide a concise project update. Attribute team actions to outcomes.

5. Discussion of Deviations and Adaptations (10 minutes): Openly discuss deviations and reasons. Share insights on improvements.

6. Client Feedback Session (10 minutes): Invite client feedback. Actively listen and record actionable items.

7. Agree on Next Steps (10 minutes): Collaborate on next steps and new action items. Assign responsibilities and set deadlines.

8. Closing Remarks (5 minutes): Summarize key points. Recap agreed-upon action

3. Workshop Planning & Invites Tips for Agile Scrum Master Guide

1. Set Clear Goals and Objectives:

Firstly, identify the primary goals and objectives of your workshop. Ask yourself what you aim to achieve and what success would look like. Clearly define these outcomes and ensure they align with the overall project objectives.

For instance, you might state, “We will determine the product backlog priorities,” rather than saying, “The workshop will cover backlog management.”

2. Select the Right Participants:

Next, choose participants who have a direct impact on or will be impacted by the workshop goals. Look for individuals who possess the necessary knowledge, skills, and influence to contribute effectively. For example, rather than a passive statement like “The team members needed for the workshop are selected,” use an active voice: “Select team members who will actively engage and contribute to achieving our workshop goals.”

3. Distribute a Clear Agenda in Advance:

Prepare and distribute a detailed agenda ahead of time to set clear expectations and allow team members to review and come prepared. The agenda should outline the topics to be discussed, the timing for each session, and any preparation required from participants. Communicate the importance of each agenda item and how it ties back to the workshop’s objectives.

Phrase it actively by saying, “We will provide a detailed agenda to guide our workshop discussions.”

4. Choose an Appropriate Location and Time:

Choose a location conducive to interaction and free from interruptions. Ensure that the space is available at a time that suits the majority of the participants and is equipped with all the necessary tools and materials.

You could articulate this by stating, “We will secure a meeting room that supports collaborative activities and is equipped with the necessary tools.”

5. Send Invites with Clear Instructions:

Finally, send out invitations that include all the pertinent information: the workshop’s purpose, agenda, location, time, and any pre-workshop assignments. Make sure the instructions are clear and the expectations are set. Encourage invitees to prepare for the workshop by providing them with any necessary materials or background information.

Actively communicate this by saying, “We will send invites that detail the workshop’s purpose and outline the pre-work required.”

4. Workshop Facilitation

In the role of an Agile Scrum Master, your responsibilities extend to facilitating workshops effectively. To excel in this capacity, follow these essential guidelines:

  1. Begin with a crystal-clear statement of objectives, setting the workshop’s purpose in motion.
  2. Foster active participation and unwavering engagement among participants throughout the session.
  3. Manage time with utmost efficiency, guaranteeing comprehensive coverage of all agenda items.
  4. Skillfully capture pivotal decisions and actionable items as they emerge during the workshop.
  5. Conclude by providing a concise summary of the workshop’s key takeaways and articulating the next steps to maintain momentum and progress.”

5. User Story Gathering – Agile Scrum Master Guide

1. Apply the INVEST Criteria:

First and foremost, evaluate each user story against the INVEST criteria to ensure it meets the standards for quality. If you have a similar story framework from a project, here is How-To Import ServiceNow Stories .

When importing or creating from scratch, confirm that the stories are:

  • Independent, allowing them to be developed in any sequence.
  • Negotiable, not prescriptive, to allow room for discussion.
  • Value to the user.
  • Estimable, meaning you can reasonably approximate the effort required.
  • Small enough to be completed within a sprint.
  • Testable, with clear acceptance criteria to determine when a story is completed.

2. Engage in Requirements Gathering:

Subsequently, conduct requirement gathering activities, including interviews, workshops, and direct observation. Begin by interviewing stakeholders to capture their needs and expectations comprehensively.

Simultaneously, facilitate workshops to encourage collaborative discussions among team members. Additionally, actively observe to gain a deep understanding of the user’s context and environment. These varied techniques provide valuable insights from diverse perspectives, enriching the user story development process.

3. Craft Clear and Concise Stories:

Crafting Agile user stories stands as a pivotal element in proficiently overseeing an Agile project. These user stories serve the purpose of dissecting intricate tasks into manageable, customer-centric components. Here is a concise and easily comprehensible format for their creation:

User Story Format:

  • Title: Give the story a brief, descriptive title.
  • Role (Who): Specify the user or the role who will benefit from the feature.
  • Feature (What): Describe the feature or goal the user is aiming for.
  • Reason (Why): Explain the reason for the feature or what it enables the user to achieve.

Acceptance Criteria:

  • Criterion: Detail each requirement that must be met for the story to be considered complete.
  • Validation: Describe how the user will validate that their need has been met.
  • I will know this is done when [Criterion: What can I see or measure].
  • How will I see it? [Validation: Steps for checking the feature].

4. Encourage Team Participation:

As a Scrum Master, driving active participation during user story gathering is pivotal. Adapt these strategies for your team’s dynamics:

  • Creating Inclusivity: Cultivate an inclusive environment that encourages free idea sharing and drives project success.
  • Leading by Example: Set a collaboration standard by actively engaging with the team.
  • Building Trust: Establish foundational trust, fostering an atmosphere where team members can openly express their opinions and concerns.
  • Empowering the Team: Promote autonomy and decision-making within Scrum boundaries to empower team members.
  • Efficiently Addressing Challenges: Swiftly eliminate obstacles that hinder productivity and full team participation.
  • Providing Continuous Feedback:
  • Regularly acknowledge team members’ contributions, offer constructive feedback, and suggest improvements.
  • Effective Conflict Resolution: Act as a mediator to resolve conflicts and enhance team dynamics.
  • Celebrating Achievements: Boost team morale by recognizing both individual and collective efforts.
  • Continuous Improvement: Conduct regular retrospectives to drive continuous improvement.
  • Seeking Valuable Input: Encourage team members to provide input and insights.
  • Offering Targeted Coaching: Provide tailored coaching to address specific participation challenges.
  • Promoting Collaboration Through Workshops: Organize workshops to foster teamwork and stimulate idea generation.
  • Maintaining Open Communication: Keep communication channels open to facilitate feedback and active participation.
  • Cultivating a Learning Environment: Promote continuous learning and knowledge sharing within the team.

5. Validate with Users:

Ultimately, validate the drafted user stories with actual users whenever feasible. This validation is crucial for ensuring that the stories genuinely mirror real user needs and that the acceptance criteria are in harmony with user expectations. It’s an ongoing and dynamic process that verifies you’re not only constructing the product correctly but also constructing the right product.

6. Epic Setup Agile Scrum Master Guided Epic Management

As a Scrum Master, you can effectively guide the process of defining and managing epics in alignment with business objectives and value through the following steps:

  1. Collaborative Epic Definition:
    • Facilitate collaborative sessions involving stakeholders, product owners, and the development team to define epics.
    • Ensure that epics are framed in a way that clearly aligns with overarching business objectives and strategic goals.
  2. Epic Breakdown into User Stories:
    • Work closely with the product owner and the team to break down epics into manageable user stories.
    • Ensure that user stories are granular enough to be completed within a single sprint and provide value to the product.
  3. Prioritization of Epics:
    • Collaborate with the product owner to prioritize epics based on their business value, customer impact, and dependencies.
    • Consider the cost of delay and potential return on investment when determining the order in which epics are addressed.
  4. Dependency Management:
    • Identify and document dependencies between epics and other work items.
    • Monitor these dependencies closely to ensure they are managed effectively and do not impede progress.
  5. Progress Monitoring:
    • Continuously track the progress of epics and user stories throughout the development process.
    • Use tools such as burndown charts, velocity metrics, and regular team updates to gauge progress.
  6. Adjustment and Adaptation:
    • Be prepared to adapt and adjust the prioritization of epics as new information becomes available or as business objectives evolve.
    • Encourage a culture of flexibility and responsiveness within the team to accommodate changes.
  7. Feedback and Review:
    • Regularly review and refine the epics and user stories with stakeholders to ensure they continue to align with business goals.
    • Gather feedback from customers and end-users to validate that the delivered features meet their needs and expectations.
  8. Communication and Transparency:
    • Maintain open and transparent communication with all stakeholders, providing regular updates on epic progress and any adjustments made.

7. Agile Scrum Master Guide to Managed Product Backlog

  1. Maintain Transparency: Keep the backlog visible and accessible to all team members, stakeholders, and clients to promote transparency and alignment.
  2. Engage Stakeholders: Collaborate with stakeholders to gather their input and insights when prioritizing and refining backlog items.
  3. Use Prioritization Techniques: Apply prioritization techniques such as MoSCoW (Must-haves, Should-haves, Could-haves, Won’t-haves) or Weighted Shortest Job First (WSJF) to assign priorities effectively.
  4. Refine and Groom: Schedule regular backlog refinement sessions to review, clarify, and estimate items, ensuring they are ‘ready’ for development.
  5. Estimate Effort: Work with the development team to estimate the effort required for each backlog item, using techniques like Planning Poker or Relative Sizing.
  6. Manage Dependencies: Identify and manage dependencies between backlog items to ensure they are addressed in the correct sequence.
  7. Responsive to Change: Be adaptable and responsive to changes in market conditions, customer feedback, and emerging requirements.
  8. Balance Short and Long-Term Goals: Strike a balance between addressing immediate needs and working toward long-term strategic objectives.
  9. Prioritize Customer Value: Prioritize backlog items that deliver the most customer value and align with the product vision.
  10. Review Regularly: Periodically review the backlog with the product owner and the team to verify that priorities remain aligned with the product roadmap.
  11. Document Clearly: Document backlog items clearly, including acceptance criteria, so that they can be understood by anyone on the team.
  12. User-Centric Approach: Keep the end-user in mind when prioritizing, ensuring that backlog items align with user needs and expectations.
  13. Data-Driven Decisions: Use data and metrics to support backlog prioritization decisions, ensuring they are based on evidence and insights.
  14. Continuous Improvement: Encourage a culture of continuous improvement in backlog management processes, seeking ways to streamline and enhance efficiency.

8. Refine Acceptance Criteria

To actively collaborate with stakeholders and establish clear, testable acceptance criteria:

  1. Early Engagement: Involve stakeholders from the project’s start to gather insights into acceptance criteria.
  2. Regular Communication: Maintain open channels with stakeholders for ongoing alignment on criteria.
  3. Workshops and Meetings: Collaboratively define and refine criteria in stakeholder sessions.
  4. Clear Language: Use precise terms to document criteria, reducing ambiguity.
  5. Testable Criteria: Ensure criteria allow for objective testing of compliance.
  6. Realistic Expectations: Establish achievable criteria aligned with project scope.
  7. User Focus: Always consider end-user needs in criteria definition.
  8. Acceptance Tests: Create specific tests aligning with criteria for validation.
  9. Visual Aids: Use visuals like diagrams for clarity in criteria.
  10. Documentation: Keep criteria within the user story for easy access.
  11. Collaborative Tools: Utilize tools for seamless collaboration on criteria.
  12. Review and Validation: Regularly validate criteria with stakeholders.
  13. Feedback Loop: Incorporate stakeholder feedback into criteria.
  14. Alignment with Done: Ensure criteria align with the team’s Definition of Done.
  15. Training: Offer stakeholder training for mutual understanding.
  16. Continuous Improvement: Foster a culture of ongoing criteria enhancement.

9. Ensure Stories Meet “Definition of Ready”

To ensure stories meet the “Definition of Ready,” diligently follow these steps:

  1. Initial Review: Begin with a comprehensive user story review at sprint planning or backlog grooming to identify gaps or missing details.
  2. Acceptance Criteria: Establish clear, testable acceptance criteria for each story to gauge its completeness.
  3. Prioritization: Verify strategic alignment by prioritizing stories according to project goals and objectives.
  4. Dependencies: Carefully document and understand dependencies that could affect story progress.
  5. Estimation: Confirm accurate effort estimates from the development team for efficient resource planning.
  6. Acceptance by Product Owner: Secure the product owner’s approval, crucial for defining scope and requirements.
  7. Clear Definition: Craft a concise, clear user story definition following the “INVEST” criteria for maximum clarity.
  8. User Involvement: Involve end-users or stakeholders when relevant to gather valuable feedback.
  9. Alignment with Sprint Goals: Ensure each story aligns with the sprint’s specific objectives.
  10. Team Agreement: Confirm unanimous team agreement on story readiness for implementation.
  11. Documentation: Maintain easy access to relevant documentation, including wireframes and design specs.
  12. Dependency Resolution: Actively monitor and resolve identified dependencies to prevent disruptions.
  13. Acceptance Criteria Testing: Formulate criteria to enable objective testing for satisfactory completion.

10. Story Approval

To ensure a seamless workflow in Agile development, it’s essential to validate stories with stakeholders for alignment with requirements. This critical step guarantees that all stories meet the “Definition of Ready.” Once you’ve confirmed their readiness, obtain formal approval to proceed with sprint planning, ensuring a well-prepared and efficient development process.

11. Assign Stories to Sprint Backlog

Collaborate with the team to actively choose user stories for the upcoming sprint, taking into account their capacity to complete the selected stories. Strive to strike a balance within the sprint by including a mix of story types to effectively manage risk and deliver value.

Effective Sprint Planning through Team Collaboration

Assessing Team Availability:

  • Begin by evaluating team members’ availability for the upcoming sprint, considering vacations and commitments.

Reviewing the Backlog:

  • Examine the product backlog to identify priority-based items for the upcoming sprint.

Estimating Story Effort:

  • Estimate story effort consistently, using techniques like story points or hours to gauge complexity.

Planning Team Capacity:

  • Calculate the sprint capacity by multiplying working days with the team’s average daily capacity, accounting for meetings and non-development tasks.

Selecting Stories Wisely:

  • Choose a set of stories that align with capacity, avoiding overload and ensuring on-time delivery.

Balancing Story Types:

  • Include various story types to cater to end-users (User Stories), address technical debt, manage bugs, and foster innovation.

Assessing Risk:

  • Evaluate risk factors such as dependencies, complexity, and uncertainties for each story, implementing mitigation plans for high-risk items.


Sprint planning is a pivotal phase that initiates the sprint. It involves collaboration between the Product Owner, Scrum Master, and the Development team to define the sprint’s scope. Here’s a streamlined strategy:

1. Prioritizing and Refining: Before sprint planning, the team conducts prioritization and refines user stories, emphasizing value and clear acceptance criteria. To ensure clarity, user stories should be well-structured, and developers assign points to assess complexity.

2. Organize a Sprint Planning Meeting: Next, the team organizes a sprint planning meeting, bringing all members together to determine the sprint backlog’s content. During this collaborative session, everyone agrees on how to achieve the sprint’s goals.

  • Stories remain in the Sprint Backlog until they can be allocated to a sprint, considering the team’s capacity.

3. Sizing and Conducting Planning: The team follows a two-step process: sizing stories and then conducting planning. Story points are assigned often using Fibonnaci to assess the size of business user stories.

  • The team ensures a shared understanding of how to achieve each story’s objectives.

4. Transitioning into Sprint: Stories are held in the Sprint Backlog until the team can accommodate them within the sprint. Most sprints are either 1 week or 2 weeks.

5. Efficient Time Management: Sprint planning typically lasts 1-2 hours, maintaining a balance between thoroughness and efficiency.


Monitoring Progress Daily: Keep a 15-minute daily check on the team’s development progress through stand-up meetings, promptly resolving any roadblocks. Look at the work in the present sprint. It is NOT a status meeting, its a development enablement and collaboration meeting.

Follow Three Questions: Use the classic format:

  • Yesterday’s Accomplishments
  • Today’s Goals
  • Blockers Hindering Sprint Progress


Reflecting at Sprint Conclusion:

Conclude the sprint with a retrospective to identify successes and areas for improvement, thus refining the planning process for future sprints. During this crucial phase, additionally, the team can delve into lessons learned, enabling them to enhance their performance in subsequent iterations. Furthermore, the retrospective serves as an opportunity to gain insights into what went well and what needs adjustment, ultimately fostering continuous improvement.

Other Agile Scrum Master Guide Strategies and Tips

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Introducing Dawn C. Simmons (Khan), a seasoned ServiceNow expert with a wealth of ITIL and ServiceNow experience. Dawn is dedicated to simplifying complex processes and will lead you through each step with clarity and precision.

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