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Before moving to the next phase, the stakeholders have to agree on the scope of the project. A requirements definition document should also be defined in this phase. A business case should also be developed, and this should outline how the project makes sense to the organization.

The input to this Agile phase is the Project Business Case. The outputs from the phase include the Personas who are expected to take part in development of the project, a Prioritized Product Backlog, Done Criteria, Length of Sprint and Release Planning Schedule.

Plan and Estimate

In this phase, planning and the estimation of tasks is done. The phase takes its inputs from the outputs of the previous phase, which include Prioritized Product Backlog, Done Criteria and Personas. The following are the activities which are done in this phase:

1. Creation of user stories- this involves the creation of user stories and the associated User Story Acceptance Criteria. The Product Owner is the responsible for creation of the user stories, which will ensure that all stakeholders clearly understand all the user requirements.

2. Estimation and approval of user stories- the Product Owner has to approve the user stories for the sprint. The Agile Team then estimates the effort which is necessary for the user stories to be implemented. The Agile Team then makes a commitment to ensure that these user stories will be implemented.

3. Creation of Tasks- the committed user stories are further broken down to get a list of tasks.

4. Estimation of Tasks- the Agile Team determines the effort necessary for accomplishment of each task in the Task list, and Effort Estimated Task List is generated.

5. Creation of Sprint Backlog- this involves the creation of a Sprint backlog which outlines all activities which should be accomplished by the end of the sprint.

The outputs from this phase include the User Story Acceptance Criteria and Sprint Backlog. After the planning and estimation phase, the Agile Team moves to the next phase, which is the implementation phase.

Recommended Further Reading

The following materials may assist you in order to get the most out of this course:

Section 2: Using the Agile Manifesto to Deliver Change

Section 3: The 12 Agile Principles

Section 4: The Agile Fundamentals

Section 5: The Declaration of Interdependence

Section 6: Agile Development Frameworks

Section 7: Introduction to Scrum

Section 8: Scrum Projects

Section 9: Scrum Project Roles

Section 10: Meet the Scrum Team

Section 11: Building the Scrum Team

Section 12: Scrum in Projects, Programs & Portfolios

Section 13: How to Manage an Agile Project

Section 14: Leadership Styles

Section 15: The Agile Project Life-cycle

Section 16: Business Justification with Agile

Section 17: Calculating the Benefits With Agile

Section 18: Quality in Agile

Section 19: Acceptance Criteria and the Prioritised Product Backlog

Section 20: Quality Management in Scrum

Section 21: Change in Scrum

Section 22: Integrating Change in Scrum

Section 23: Managing Change in Scrum

Section 24: Risk in Scrum

Section 25: Risk Assessment Techniques

Section 26: Initiating an Agile Project

Section 27: Forming the Scrum Team

Section 28: Epics and Personas

Section 29: Creating the Prioritised Product Backlog

Section 30: Conduct Release Planning

Section 31: The Project Business Case

Section 32: Planning in Scrum

Section 33: Scrum Boards

Section 34: Sprint Planning

Section 35: User Stories

Section 36: User Stories and Tasks

Section 37: The Sprint Backlog

Section 38: Implementation of Scrum

Section 39: The Daily Scrum

Section 40: The Product Backlog

Section 41: Scrum Charts

Section 42: Review and Retrospective

Section 43: Scrum of Scrums

Section 44: Validating a Sprint

Section 45: Retrospective Sprint

Section 46: Releasing the Product

Section 47: Project Retrospective

Section 48: The Communication Plan

Section 49: Formal Business Sign-off

Section 50: Scaling Scrum

Section 51: Stakeholders

Section 52: Programs and Portfolios

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