2 min read

Project Setup

Project Setup

The initial project setup for a Scrum Lite implementation is the very similar to a traditional Scrum project.

Scrum Lite simplifies several pieces. See call-outs below for details.

1. Form the Core Team

  • Appoint a Product Person who will be responsible for maximizing product value and managing the product backlog.
  • Designate a Project Manager to facilitate the process, remove impediments, and ensure development practices are followed.
  • Assemble the Development Team (typically 3-7 members) with cross-functional skills needed to deliver the product, at minimum:
    • Full-stack software engineer
    • DevOps engineer
    • UX designer
Maximum of 7 on a Development Team: 3 Developers, 2 DevOps, 2 UX.

2. Create the Product Vision

  • Conduct a vision workshop with stakeholders.
  • Define the product's purpose, target users, and key benefits.
  • Document high-level goals and success criteria.
  • Establish alignment with organizational objectives.

3. Develop the Initial Product Backlog

  • Work with stakeholders to gather requirements.
  • Create user stories that capture customer needs.
  • Prioritize items based on business value.
  • Break down large items into smaller, manageable pieces.
  • Add initial estimates to help with planning.

4. Plan the Release

  • Define the release schedule and milestones.
  • Determine sprint length (typically 2-4 weeks).
  • Set initial velocity assumptions.
  • Create a high-level release roadmap.
  • Identify dependencies and risks.

5. Set Up the Environment

  • Establish the physical and/or virtual team workspace.
  • Select and configure necessary tools:
    • Project management software
    • Version control system
    • Continuous integration/deployment (CI/CD) pipeline
    • Communication platforms, including:
      • audio, visual, text
      • charts, graphs, etc.
Communications platform requirements should be discussed with the stakeholders. Some available tools have robust sets of charts and graphs; however, what ultimately needs to be communicated is what the stakeholder needs.

6. Define Working Agreements

  • Establish Definition of Done (DoD).
  • Create team working hours and availability expectations.
  • Set communication protocols/expectations.
  • Define quality standards and coding guidelines.
  • Agree on testing and documentation requirements.

7. Plan the First Sprint

  • Conduct the initial Sprint Planning meeting.
  • Select items from the Product Backlog.
  • Break down items into tasks.
  • Create the Sprint Backlog.
  • Set the Sprint Goal.

8. Establish Good Communication Habits

Good communications supersede ceremonies.
  • Development Team communications
  • Project Management communications
    • Sprint Planning (1-2 hours)
    • Sprint Review with Stakeholders (1 hour)
  • Set up backlog refinement sessions as necessary.
  • Every meeting should have a published agenda.
With good communication habits, when meetings must occur they can be shorter, more focused, and, in some cases, avoided entirely.

9. Launch and Monitor

  • Begin the first sprint.
  • Track progress daily.
  • Collect metrics and feedback.
  • Adjust processes based on team needs.
  • Document lessons learned.

10. Continuous Improvement

  • Regular process evaluation.
  • Team feedback incorporation.
  • Adjustment of practices as needed.
  • Ongoing training and skill development.
  • Regular stakeholder engagement.
Remember: Agile is about being adaptive, adjust these steps based on your team's needs and organizational context.