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Agile Est
                             timation


Stephen Forte
stevef@orcsweb.com
http://stephenforte.net
Bio
Bi
Chief Strategy Officer of Telerik
             gy
Certified Scrum Master
Active in the Community:
   International Conference Spea   aker for 12+ Years
   RD, MVP and INETA Speaker       
   Co‐moderator & founder of N
           d        f     d    f NYC .NET 
   Developers Group   http://ww  ww.nycdotnetdev.com
   Wrote a few books: SQL Serve   er 2008 Developers Guide (MS Press)
MBA from the City University of    New York
Past:
   CTO and co‐Founder of Corze    en, Inc. (TXV: WAN)
   CTO of Zagat Survey 
g
Agenda
The Estimation Problem
Agile Estimation
Tools
Q&A
g
Agenda
The Estimation Problem
Agile Estimation
Tools 
Q&A
Estimation 
 Wikipedia: Estimation is th
                             he calculated approximation
 of a result which is usable e
                             even if input data may be 
 incomplete or uncertain.
  Problem is that estimates becom
                                me a unbreakable schedule, where 
                                me a unbreakable schedule  where 
  any deviation is considered bad
                                d
Problem #1 with
              h Estimates
 Estimate for our project:
   1 month for design and archit t
        th f  d i   d  chitecture
   4 months for developmen nt 
   1 month for testing
         h f       i

 Scenario:
   Your first estimate is wron
                             ng by 1 week (design)
   What do you do?
The Estimation P
               Problem
 When you come up with a   project idea, your first 
 estimate is off by +/ 4x
   Not enough details are kn
                           nown
 Traditionally too much tim  i  
 T diti     ll  t      h time is spent on building a 
                                     t   b ildi    
 specification which is not c
                            complete 
   Again, not enough details   k
   A i   t         h d t ils are known
 As time progresses, more d
                          details emerge about the 
 system and its details
    t   d it  d t il
   The cone of uncertainty 
y
The Cone of Uncertainty
              c
Real life story
 From Zagat.com in .com bo    oom
 Project was “late” due to no
    j                         o re‐estimation and 
 emerging requirements
 Daily status meeting with C
      y               g       CEO on the MS Project plan
                                                 j    p
 Patrick has 5 tasks for this w
                               week, each estimated for 1 
 day each
   Patrick comes to you and s says I am going to spend 3 
   days writing a code gen uti y
     y        g         g     ility and one day testing it 
                                              y       g
   then on Friday, all of my ta
                              asks will be done with a 
   button push
 Try explaining that to  the C
                             CEO!
g
Agenda
The Estimation Problem
Agile Estimation
Tools
Q&A
g
Agile Estimation
               n
 Wikipedia: Estimation is th
                           he calculated 
 approximation of a result t which is usable even if 
 input data may be incompl lete or uncertain.
   Problem is that estimates 
                             become a unbreakable 
   schedule, where any deviaation is considered bad
 Agile Estimation throws th his logic away and always re‐
                            his logic away and always re
 estimates a project after ea
                            ach iteration
   Different value system, de
   Different value system  de
                            eviations are not deviations, 
                            eviations are not deviations  
   they are more accurate est
                            timations
   Uses the cone of uncertain
                            nty to your advantage
How to Estimate
              e
 User Stories
 Planning Poker
 Pl    i  P k
 Story Points
 Product Backlog
 Velocity
 Re‐estimation
User Stories
 Users break down the func ctionality into “User Stories”
 User Stories are kept small
 U  S i    k              ll
 User Stories include accepttance criteria
g
Planning Poker
 After all the user stories are
                              e written, get a list of stories 
 and do a high level estimat  te
   Estimate is for setting prio
                              orities, not schedule
 NOT a time based estimati
 NOT   ti  b d  ti ti    ion 
                         i
   Super hard, Hard, Medium
                          m, Easy, Super easy
 Done by consensus 
   To get there you play planning poker
   Why? No pressure.
y
Story Points
 Break down user stories to 
                            units of relative size 
   So you can compare featur
   S                    f t res
   Alternative to time
 Story Points are not a meas
 S       i                     surement of duration, but 
                                          f d    i  b  
 rather a measurement of si    ize/complexity
 Start with 1 standard featur  re and then other features 
 are either 1x, 2x, etc larger o
                               or smaller than that relative 
 feature in size/complexity 
 f t  i   i /            l it  
Product Backlog
              g
 All story points are put into o a bucket
 This represents all of the ta k  f   h   j  (
 Thi               ll  f  h   asks for the project (work 
                                                       k 
 items)
 Backlog will have an item a d i   i
 B kl   ill h    i            and its estimate
                              
   Remember this estimate is
                           s not time based, but point 
   based
   b d
 Backlog can also contain th
                           he priority
A sample product backlog
A sample product backlog
              Backlog item
                         m                       Estimate
 Allow a guest to make a rese
                            ervation                3

 As a guest, I want to cancel 
                              a reservation.        5

 As a guest, I want to changee the dates of a 
                                                    3
 reservation.
 As a hotel employee, I can r
                             run RevPAR
                                                    8
 reports (revenue‐per‐availaable‐room)
 Improve exception handling
                          g                         8
 ...                                                 7
 Total                                              50
p
Sprint 1
 Developers will commit to    XX story points
 Warning, they will usually 
 W i   h   ill            ll  
                              over commit
                                        i
 After the end of sprint 1, yo
                             ou have your first velocity 
 number 
      b  
y
Team Velocity 
 Velocity is the number of s
                            story points per sprint 
 completed
 You calculate velocity to prredict how much work to 
 commit to in a sprint
 Velocity only works if you e
                             estimate your story points 
 consistency 
 consistenc  
 Over time you will know: t team has a velocity of 32 
 story points per sprint
  t   i t    i t
   Over time this will self‐correct
   Over time you will be able    di   h   j  
   O  i            ill b   ble to predict the project 
   schedule (and release)
g
Calculating Team        y
               m Velocity
 Select a regular time periodd (sprint) over which to 
 measure Velocity
 Add up the story point estiimates 100% completed
 At the end of the sprint, th
 A   h   d  f  h   i   h  fihe figure you have is your 
                                           h  i         
 Velocity
 You can then use your Velo
           h               locity as a basis for your 
                                        b    f
 future commitments
y
Velocity Charts
 True way to see the health of a project
                            
Re‐estimation
 As you complete more spri
                         ints, your velocity will 
 change
   Velocity changes because   of minor inconsistencies in 
   the story point estimates
   Team velocity will typicall
                             ly stabilize between 3 and 6 
   iterations
 Re‐estimation of the entire
                           e project happens after each 
 sprint
   New Velocity
   New story points added an
                           nd removed (completed)
   Use the cone!
g
Agenda
The Estimation Problem
Agile Estimation
Tools
Q&A
Tons of Tools
 I prefer user stories to be on paper
   Can transcribe to Excel
   C  t        ib  t  E l
   Do NOT create VSTS work   k items until you have all of 
   the user stories estimated
Visual Studio Tea y
                am System
 Scrum templates
 Story points become work 
 S      i  b            k 
                          items
                          i
g
Agenda
The Estimation Problem
Agile Estimation
Tools
Q&A
Questions? 
Questions?
Reading List
R di Li
Books I have read and recom
B k  I h       d  d         mmend:d
  User Stories Applied by Mike
                             e Cohn
  Agile Estimating and Plannin by Mike Cohn
                             ng
  Agile Retrospectives by Esthe
                              er Derby and Diana Larsen

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Agile Estimation

  • 1. Agile Est timation Stephen Forte stevef@orcsweb.com http://stephenforte.net
  • 2. Bio Bi Chief Strategy Officer of Telerik gy Certified Scrum Master Active in the Community: International Conference Spea aker for 12+ Years RD, MVP and INETA Speaker    Co‐moderator & founder of N d f d f NYC .NET  Developers Group   http://ww ww.nycdotnetdev.com Wrote a few books: SQL Serve er 2008 Developers Guide (MS Press) MBA from the City University of   New York Past: CTO and co‐Founder of Corze en, Inc. (TXV: WAN) CTO of Zagat Survey 
  • 5. Estimation  Wikipedia: Estimation is th   he calculated approximation of a result which is usable e  even if input data may be  incomplete or uncertain. Problem is that estimates becom me a unbreakable schedule, where  me a unbreakable schedule  where  any deviation is considered bad d
  • 6. Problem #1 with h Estimates Estimate for our project: 1 month for design and archit t   th f  d i   d  chitecture 4 months for developmen nt  1 month for testing   h f   i Scenario: Your first estimate is wron ng by 1 week (design) What do you do?
  • 7. The Estimation P Problem When you come up with a   project idea, your first  estimate is off by +/ 4x Not enough details are kn nown Traditionally too much tim  i   T diti ll  t   h time is spent on building a  t   b ildi     specification which is not c  complete  Again, not enough details   k A i   t  h d t ils are known As time progresses, more d  details emerge about the  system and its details t   d it  d t il The cone of uncertainty 
  • 9. Real life story From Zagat.com in .com bo oom Project was “late” due to no j o re‐estimation and  emerging requirements Daily status meeting with C y g  CEO on the MS Project plan j p Patrick has 5 tasks for this w  week, each estimated for 1  day each Patrick comes to you and s says I am going to spend 3  days writing a code gen uti y y g g ility and one day testing it  y g then on Friday, all of my ta asks will be done with a  button push Try explaining that to  the C  CEO!
  • 11. g Agile Estimation n Wikipedia: Estimation is th   he calculated  approximation of a result t which is usable even if  input data may be incompl lete or uncertain. Problem is that estimates   become a unbreakable  schedule, where any deviaation is considered bad Agile Estimation throws th his logic away and always re‐ his logic away and always re estimates a project after ea ach iteration Different value system, de Different value system  de eviations are not deviations,  eviations are not deviations   they are more accurate est timations Uses the cone of uncertain nty to your advantage
  • 12. How to Estimate e User Stories Planning Poker Pl i  P k Story Points Product Backlog Velocity Re‐estimation
  • 13. User Stories Users break down the func ctionality into “User Stories” User Stories are kept small U  S i    k   ll User Stories include accepttance criteria
  • 14. g Planning Poker After all the user stories are e written, get a list of stories  and do a high level estimat te Estimate is for setting prio orities, not schedule NOT a time based estimati NOT   ti  b d  ti ti   ion  i Super hard, Hard, Medium m, Easy, Super easy Done by consensus  To get there you play planning poker Why? No pressure.
  • 15. y Story Points Break down user stories to   units of relative size  So you can compare featur S        f t res Alternative to time Story Points are not a meas S   i         surement of duration, but    f d i  b   rather a measurement of si ize/complexity Start with 1 standard featur re and then other features  are either 1x, 2x, etc larger o  or smaller than that relative  feature in size/complexity  f t  i   i / l it  
  • 16. Product Backlog g All story points are put into o a bucket This represents all of the ta k  f   h   j  ( Thi     ll  f  h   asks for the project (work  k  items) Backlog will have an item a d i   i B kl   ill h    i  and its estimate   Remember this estimate is   s not time based, but point  based b d Backlog can also contain th he priority
  • 17. A sample product backlog A sample product backlog Backlog item m Estimate Allow a guest to make a rese ervation 3 As a guest, I want to cancel   a reservation. 5 As a guest, I want to changee the dates of a  3 reservation. As a hotel employee, I can r  run RevPAR 8 reports (revenue‐per‐availaable‐room) Improve exception handling g 8 ... 7 Total 50
  • 18. p Sprint 1 Developers will commit to   XX story points Warning, they will usually  W i   h   ill  ll    over commit   i After the end of sprint 1, yo ou have your first velocity  number  b  
  • 19. y Team Velocity  Velocity is the number of s  story points per sprint  completed You calculate velocity to prredict how much work to  commit to in a sprint Velocity only works if you e  estimate your story points  consistency  consistenc   Over time you will know: t team has a velocity of 32  story points per sprint t   i t    i t Over time this will self‐correct Over time you will be able    di   h   j   O  i     ill b   ble to predict the project  schedule (and release)
  • 20. g Calculating Team y m Velocity Select a regular time periodd (sprint) over which to  measure Velocity Add up the story point estiimates 100% completed At the end of the sprint, th A   h   d  f  h   i   h  fihe figure you have is your     h  i     Velocity You can then use your Velo h locity as a basis for your  b f future commitments
  • 22. Re‐estimation As you complete more spri ints, your velocity will  change Velocity changes because   of minor inconsistencies in  the story point estimates Team velocity will typicall ly stabilize between 3 and 6  iterations Re‐estimation of the entire e project happens after each  sprint New Velocity New story points added an nd removed (completed) Use the cone!
  • 24. Tons of Tools I prefer user stories to be on paper Can transcribe to Excel C  t ib  t  E l Do NOT create VSTS work k items until you have all of  the user stories estimated
  • 25. Visual Studio Tea y am System Scrum templates Story points become work  S   i  b   k   items  i
  • 28. Reading List R di Li Books I have read and recom B k  I h   d  d  mmend:d User Stories Applied by Mike e Cohn Agile Estimating and Plannin by Mike Cohn ng Agile Retrospectives by Esthe er Derby and Diana Larsen