[Free Download] Agile Estimations Checklist For Scrum Teams

Scrum Teams follow certain rules and ceremonies. The same goes for backlog estimations to assure the equal evaluation patterns at all times. Those rules need quick and easy checkpoints to protect the effectiveness and quality of final estimates.

In this article, I would like to share a simple checklist for effective estimations that will support Scrum Masters and Product Owners who estimate together with the Development Teams. Why is this list helpful?

  • If you are a Scrum Practitioner - this list will help you verify if all of the important parts in Scrum Rituals are followed. Use this checklist, test and tweak your processes if needed to make your team more effective during estimation session;
  • If you are part of the team that is new to Agile, just starting implementing agile estimations sessions, the list will be a good starting point for putting the estimation process in place.

The checklist is not a procedure, nor guideline, or recipe that will fit all needs - check it, adjust it, and I hope you will find it useful. Let’s roll then!



Your Agile estimation checklist served

The first thought that could probably pop into your mind is that you don’t want to miss on any part of the process and detail. Also, you want to make sure there your team consistently delivers whatever has been promised. In order to achieve this, you need accurate estimates that will enable your team to commit realistically to what they will deliver.

Estimations when done with constantly changing approaches, might be impacting this accuracy and the confidence in what can be delivered. If your estimations are not reliable and realistic, it will backfire your team or even the whole company during the planning and management phase, which may, in the end, mean that your client or stakeholder will be unsatisfied with the final outcomes.

The estimations checklist will help you keep simple rules in place when the environment is rapidly changing and evolving. Especially, when being under time pressure we end up cutting estimation quality.

But before we will dive into the checklist itself, I want to bring up some of the important rules of estimation meetings that will allow teams to move efficiently through the estimations phase and set roles that each meeting member needs to play.


Rules of agile estimation meetings:

  • Scrum Master is a facilitator of this meeting, and should not be taking part in the discussion, but he or she needs to follow the discussion and be able to bring it on the right rails;
  • Product Owner prepares and explains Backlog Items for the estimation;
  • Only the development team members estimate and can discuss Backlog Item effort;
  • The Product Backlog is prioritized by Product Owner based on business value, and priorities are aligned with business needs;
  • The estimation method is chosen by the team upfront and known by all team members;
  • Estimation session should be ideally separated from the planning session;
  • The Sprint Backlog Estimation session should be timeboxed, ex. 2 hours per 2-week plan (modify it with the same relation if your typical Sprints are different).

Now, that we recalled the basic rules that should be followed while estimating, let’s look at the promised checklist. It was divided into four sections to cover the whole cycle of the estimation process.


Agile estimation checklist for Scrum Teams


BEFORE ESTIMATION SESSION:

  • Make sure that Product Backlog is in line with Product Roadmap and Product Vision;
  • Team identifies Backlog Items that need to be clarified for the next estimation session, if there is a need for it;
  • Product Backlog should be refined before Sprint estimation session;
  • Product Backlog is prioritized BEFORE the estimation session;
  • Product Owner should check User Stories statuses and make sure that they satisfy the Definition of Read.


PREPARATION FOR THE ESTIMATION MEETING:

  • All required participants are invited and confirmed meeting invitation (Product Owner, Scrum Master Development Team Members);
  • All members have access to Product Backlog during the meeting (crucial for Remote/Distributed teams);
  • All participants know their role and what’s expected from them;
  • Select a moderator who will be responsible for keeping the meeting on the right rails.


DURING ESTIMATION SESSION:

  • Product Owner presents the goal of the estimation session or simply move the Backlog Items that should be estimated to the top of the Backlog;
  • Product Owner is ready to explain the 'story' behind each User Story;
  • Team reviews the list and ask for clarification if needed;
  • If an Item is too large for the Sprint - team decomposes it or move to another Sprint;
  • During the very first estimation session, the team chooses one of the Backlog Items and a set is as a reference point;
  • Each team member estimates the size of each Sprint Backlog Item one by one. Sometimes several rounds of estimates are run to reach the consensus;
  • During each round team members reveal the voting (if the estimates differ, the most contrary views need explaining by voters);
  • Product owner finishes the meeting with a short wrap-up.


RESULTS OF ESTIMATION SESSION:

  • Estimated Product BacklogItems;
  • Backlog Items that used to be too big were decomposed or moved back to Product Backlog to be clarified;
  • Estimated Backlog Items are available and visible to everyone in the organization;
  • Product Owner has a list of issues that need to be clarified before the next estimation session.

As promised at the beginning of this post, here is a link to our checklist - open and free to use for you and your team. Feel free to adjust it to your needs, share it with your colleagues or drop us a line if it’s helpful or you simply think that we can improve it.


How Agile Poker for Jira can help you with Backlog Estimation?

Most estimation methods have probably the same disadvantage - they are not based on clear data, but mostly on the team's experience and collective thinking.

How to make your backlog estimations more reliable in the long run? Be consistent - use the same process and approach for your estimations - educate your team members based on your past estimations, and build the confidence of your estimations going forward.

Agile Poker for Jira will help you keep the process, approach, and tool elements intact - and together with your team’s time, effort, and experience you’re in for reliable backlog estimations.

Let’s dive deeper into some examples from the above checklist to see how Agile Poker for Jira can support your estimations.


Access to Product Backlog and full sync with your estimations results

With Agile Poker you have a full synchronization checkbox already completed, as you can edit, update, and insert estimation results into Backlog Items straight in Agile Poker during the estimation session giving the visibility of all inputs to your teammates and the whole organization.


Customize your estimations to your team’s needs

Agile Poker gives you the flexibility to choose estimation values that will fit your team’s preferences. You can adjust and use multiple methods based on lessons learned from your previous estimations. Save and share your customized estimations values and allow other teams to use the same approach.



Estimation based on the reference issues

To have reliable estimations for the Backlog Items that were already delivered, try to estimate based on how much effort it costed in the past. Reference Issues could be viable mostly for teams working in big companies or on complex projects as the knowledge flow can be limited between teams there.



Remote or Distributed Teams have the same access to all information for each Backlog Item

Your team has all the information needed to estimate Backlog Items available in Agile Poker before and during the estimation session. Thanks to that, distributed or remote teams are able to estimate in the same way as a co-located teams do. Agile Poker is synchronized with your Product backlog in Jira so every update is instantly visible to the team members.



Estimation results are added to the Backlog Item after finished voting

No more summaries, no more notes - all your estimations will be added to your Backlog Items right after your team is done with the estimation session.



4 Estimation modes to your disposal

With Agile Poker you can adjust or change the estimation method to your team’s needs and the way you prefer to perform the estimations. You can estimate your Backlog Items using 4 different methods with customization options and tweak it to your team’s particular needs at the time.