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Many organizations struggle to manage large-scale projects. SAFe can help.

SAFe gives you the framework and training that you need to make a sustainable change on a large scale. If you want to change on a small team level, department level, or across the enterprise, SAFe shows you how.

There are many benefits to implementing SAFe. But what exactly is it, and how can you use SAFe to help create a lean enterprise?

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SAFe background

SAFe is the acronym for “Scaled Agile Framework.” As agile focuses on small-scale continuous improvement, SAFe uses its philosophy at an enterprise level.

SAFe increases business agility, resulting in flexible and responsive teams for large organizations. SAFe uses its own set of values along with Lean-Agile principles.

This agile framework started when software systems expert Dean Leffingwell became frustrated with traditional work processes in the software industry. He developed the SAFe method to help change work processes that reaped results.

You can use this framework to instill a Lean-Agile mindset on a large scale. It focuses on constant improvements. As a result, enterprises improve work performance and productivity.

You can access training through Scaled Agile Inc. to scale work and improve performance in your enterprise.

Implementing SAFe at the team, program level, or enterprise is completely doable.

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SAFe values

The Scaled Agile Framework uses four core values:

1. Alignment of business decisions with the business vision, strategy, implementation and goals on a small to large scale.
2. Built-in quality to produce desirable outcomes that create success.
3. Transparency: Good decisions can only be made when comprehensive information is available.
4. Program execution that links back to strategy and vision

By applying these values, teams and organizations increase engagement by making it clear what they expect of agile team behaviors and actions.

When everyone works together and understands their responsibilities, the chance of success increases dramatically. SAFe encourages openness and engagement in meeting individual and team responsibilities. So, if an individual or team hits a roadblock, they communicate to find joint solutions to problems.

At scale, organizations use Lean-Agile methodology to:

• Drive the on-time delivery of software development products
• Support quality product deliverables
• Increase stakeholder engagement and satisfaction
• Streamline performance based on regular, predictable schedules

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What is agile?

SAFe applies the agile methodology to larger teams. So, let's cover what agile means.

Agile methodology focuses on flexibility, collaboration, and value delivery. It means constantly adapting, or iterating, a product based on changing user and stakeholder needs. Agile teams rapidly respond to change and quickly adapt, whether they use Scrum or Kanban.

Every iteration has a set timebox. Team members use these increments to support streamlined workflows. They create, test, and deliver outcomes that work better than traditional work processes.

What is Lean?

Lean methodology also plays a role in SAFe.

The Lean method has its roots in the auto industry. Ford motors, Toyota expanded on Ford's methodology to further minimize waste and deliver value. Now, Lean has a more comprehensive set of principles with practical applications.

Lean highlights the importance of reviewing value streams to improve efficiency and create more customer value.

When you use Lean principles, teams create more value, higher performance, and increased productivity. In other words, Lean supports business agility.

SAFe incorporates this Lean method of work. So, you can also apply SAFe to lean portfolio management (LPM) and many other areas of the organization.

SAFe Agile principles

The SAFe Agile framework also focuses on 10 SAFe principles. These principles help link performance, quality, and profits.

1. “Take an economic view.”
2. “Apply systems thinking.”
3. “Assume variability; preserve options.” This means no one solution is correct, so teams should keep an open mind when discussing work approaches.
4. “Build rapidly in increments to hasten learning cycles.”
5. “Create milestones on objective analysis of working systems.”
6. “Envision and restrict WIP, limit work batch sizes, and control queue lengths.” Any stoppages and problems lengthen the time to market, increase the use of scarce resources and reduce potential profits. In short, “time is money.”
7. “Apply cadence, synchronize with cross-domain planning.”
8. Encourage the innate motivation of knowledge within Scrum teams
9. Spread the decision-making process
10. Organize goals and work around the value that it creates

What is SAFe’s big picture?

If you’re having a tough time trying to visualize SAFe, let’s look at the big picture. Whereas the typical agile team is smale, SAFe offers a way to scale agile methodologies to larger organizations. It focuses on cross-team collaboration and motivates everyone to adopt a Lean mindset.

This means streamlined work processes and a clearer understanding of which processes create value. It also encourages larger teams to constantly adapt and improve.

The framework shows how strategic planning can transform into practical work execution. Agile teams use the Agile Release Train (ART) to collaborate at each level of work to make this happen. SAFe also offers training to become a Release Train Engineer to support change.

At each level, the framework also indicates the SAFe principles that teams must use. By using these principles, they achieve value creation via coordination and a flexible workflow.

Create and visualise dependences within a single team or between teams

Focused Team Planning

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The benefits of implementing SAFe

Leaders and employees can see the SAFe roadmap and workflow. They can also see the large-scale impact on business agility.

Some of the benefits of implementing SAFe include:

• Improving systems thinking across the organization
• Improving value streams and quality outcomes
• Increasing productivity
• Developing team environments through lean thinking
• Decreasing time-to-market
• Creating specific methods to achieve goals
• Generating transparency that clarifies roles, responsibilities, and action
• Removing silos and aligning smaller teams with the greater whole of the organization
• Increasing business agility to meet overall organizational goals

SAFe Agile certification

You can take advantage of certified SAFe Agile training courses to upskill your agile teams. Scaled Agile Inc. offers various training courses to manage Agile transformation.

SAFe training courses can help you implement SAFe methodology, lead SAFe teams as a SAFe Scrum Master, and manage Lean portfolios in SAFe.

SAFe + Jira = Success

Combine SAFe and Jira, and you have a comprehensive framework for success. After starting with SAFe, enterprises report significant, quantifiable improvements in implementing strategies.

Check out Easy Agile Programs for Jira. This app helps align teams at scale with its Program Roadmap. Viewing dependencies and other milestones at the ART level. Try it for free.

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Lean principles focus on delivering greater customer value by using minimal resources. Enterprises use these lean principles to practice continuous improvement based. They base their improvements partly on the practice of zero waste.

Here, you can improve your knowledge about lean principles to increase productivity. You can also use software tools to support positive change in your work environment.  A lean-agile team is more productive and team members get to share their new knowledge.

The history of lean principles

Inspired by Ford’s mass manufacturing system, Eiji Toyoda created the "Toyota Production System.” This served their customers and introduced "Just-in-Time" (JIT) manufacturing.

JIT means only stocking enough vehicles to streamline rapid production. By only keeping an inventory of required parts on hand, a company saves money and time.

Starting here, the lean methodology has evolved over time. Now, lean consists of three main concepts of purpose, people, and processes.

The purpose of lean concepts is to give the customer what they want, reduce waste, and focus on employee morale. It also encourages accountability. Lean promotes ownership of work, problems, and successes.

Overview of lean principles

Organizations use lean principles to enhance overall performance. They do this by being careful how they use their scarce resources to meet customer demand.

The concept and practice of lean principles include:

1. Elimination of waste
2. Incorporating quality via end customer value
3. Generating knowledge among team members
4. Postponing workflow commitments
5. Produce rapid delivery
6. Respecting people
7. Encouraging holistic process improvements

Practicing the lean principles

The lean principles require lean processes and lean tools. Therefore, if you want a lean organization, the leadership must support lean thinking and provide employees (people) with the tools to achieve this aim.

Here’s how to enact the lean principles:

Focus on value

This means producing products that customers want by encouraging them to provide details and feedback about products and services.

Kaizen is a part of Japanese philosophy that highlights the elimination of waste in a quest to change for the better, thus producing greater customer value.

Use value stream mapping

This process involves mapping out all the people and the actions needed to deliver a desirable end product. You get to see which processes work and which do not add value. You also have a better chance of identifying bottlenecks before they become a problem.

Once you do a bottleneck analysis, you can eliminate obstacles and improve processes. A bottleneck analysis involves getting to the root cause of what is holding up completion of the work and finding better processes to align all work batches that are dependent on each other.

Develop a logical workflow

To do this, you’ll focus on implementing the correct steps to create value in a logical sequence.

You can help streamline workflows by using Scrum sprint principles and break the work into smaller parts. You can also use tools like strategic roadmaps to visualize and improve Scrum or Kanban workflows.

Develop a pull system

A pull system ensures that teams know what to do and when, so they use less effort in creating outputs.

A pull system responds to demand. If there is a demand for a product, you respond by doing whatever is necessary to meet that demand. Knowing there is demand helps reduce non-value processes and optimize resources by using JIT or Kanban.

Encourage continuous improvement

You can use the Kaizen approach and other elements of the lean philosophy to enhance continuous improvement by constantly finding ways to do things better.

One way to do things better is to continue checking your value stream mapping to ensure that everyone stays on board. You must also ensure that all employees participate in lean processes and actively look for ways to improve the supply chain.

The benefits of implementing lean processes

Any organization that wants to take the lean principles route can anticipate some excellent benefits.

Several of these benefits include:

• Improving team member and team communications
• Empowering people to make decisions and engage in ongoing positive change
• Developing integrated cross-functional teams who share knowledge and skills
• Enhancing end goal delivery to augment end customer value
• Reducing the overall time to deliver that value to customers

Besides using Scrum stand-up meetings and software development tools and processes, you can use more lean tools to create a team or organization that embraces lean thinking.

Lean principles tools

Organizations can use metrics such as sales data and customer feedback as tools to assess customer demand. But, only after identifying the value can organizations use the lean tool of value stream mapping to further their end goal.

You can also browse through the information resources at the Lean Enterprise Institute to learn more about lean principles. You can also explore other lean thinking such as Six Sigma, Error Proofing, Plan-Do-Check-Act (PDCA), and other tools to support a lean organization.

Jira software tools from Easy Agile

Easy Agile provides organizations and teams with multiple tools to help streamline their workflows. For instance, you can use Jira to help develop logical workflows and get your teams up to speed on lean thinking.

Tools like Easy Agile Scrum Workflow for Jira are available at no cost to ease this positive change. Another tool that complements value stream mapping is Easy Agile Programs for Jira.

Adopting lean principles is much easier with the support of Easy Agile resources, so get your lean team going today.

You can find dozens of product management tools that fit SaaS goals.

These tools vary in features, functionality, and pricing. However, one thing is certain: Product management tools are more supportive than ever before.

Find out what product management can best support your software development.

What are product management software tools?

Product management software tools help to guide software development teams through their workflow.

Product management tools can help team members conduct research, create assessments, do iterations, and plan their product launches. Some tools even support roadmapping product development, so they can support agile teams.

Development teams can use roadmapping tools to:

• Streamline product strategy
• Draw up their product plan
• Create their product roadmaps
• Develop user journey maps
• Manage backlogs
• Conduct research on customer needs
• Improve prioritization of product features
• Determine the length of their Scrum sprints
• Analyze data for their product research
• Do process mapping
• Manage product releases
• Improve how agile teams collaborate
• Create new products
• Deliver better products
• Message team members

Using product management tools are ideal when working with remote teams. It is also the solution to increasing collaboration across cross-functional teams.

Many or most of these product management tools also integrate well with existing software, so it’s no big deal to customize existing systems. You can also customize many of these product management tools to meet your product team’s needs.

Here are eight of the most recognizable product software tools available to start your new roadmapping journey.

1. Jira

Jira is typically seen as the best product management software tool for software development. However, many other industries use Jira for roadmapping and managing their projects. This popularity is due to the fact that Jira offers a free plan, but it goes deeper than that.

Jira is the ideal software management tool to use in managing Scrum, Kanban, Waterfall, and other agile methodologies. The user interface is intuitive, making it easy and convenient to use whether you’re a product manager for software or other products. Because it is also a convenient tool, you can use it to assign tasks and manage projects and product development.

Product managers can easily keep track of workflows, agile team responsibilities, and tasks. You get to see where backlogs are building in Scrum or Kanban. You can also manage velocity charts, burndown charts, release burndown and sprint reports with Jira software.

You can also include software like Slack, GitHub, and others to round off your Jira product management tool.

Some of the key features you can anticipate in this software include:

• Visually capturing the product vision to develop better products
• Collaboration tools to keep teams on board in real-time
• Gantt charts to view project and product progress
• A Scrum or Kanban board
• User-friendly roadmaps
• Milestone tracking
• Portfolio management
• Comprehensive Agle reporting
• Extensive automation of the product management process
• The ability to connect codes with issues

In terms of pricing, small businesses often go for the free plan. Jira’s free plan allows 10 users to access roadmapping and other features simultaneously. The paid plan is about $7 monthly for each user.

Agile teams using Jira can benefit from Easy Agile Programs for Jira. It helps teams align on their goals, focus on features and epics, and view dependencies. However, all Easy Agile plugins work with Jira. They simplify everything from PI planning to creating personas and roadmaps.

2. Trello

Trello uses a card system to manage Kanban and other product development workflows. When the administrator sets up the Trello board, product teams get a visual representation of workflows. They can see user stories, who is responsible for tasks, and an overall view of workflow and product life cycles. All these features and others make for an excellent roadmap tool.

The disadvantage of this system is that it doesn’t have a calendar. Another drawback is it offers basic folders for task categorization. It will be difficult to use Trello for Scrum, for example, as you have limited access to folders and there are no subfolders. You can however access multiple user stories to streamline workflows for simple projects.

Despite these drawbacks, Trello does include workflow automation, courtesy of the Butler robot. This little robot feature enables you to set certain rules and calendar triggers so that you can automate repeating assignments. Trello is probably better suited to startups or tracking progress when you have a small salesforce.

Because the Trello platform is simple (but intuitive), team collaboration is convenient. Communicating via Trello is also user-friendly, helping product teams to immediately see who is doing what and task deadlines.

While Trello defaults to the Kanban methodology, you can use it for other project types.

Several features you can look forward to on Trello, include:

• Prioritization of tasks
• Tracking deadlines
• Gantt charts
• Kanban board
• Tools for Agile team collaboration
• Resource and task management
• Automation of workflows
• Tracking team member progress
• Various templates

Trello has a free plan where product managers can use up to 10 boards for each of their teams. You can also purchase the pain plan on a yearly basis, which costs around $10 per user.

3. Wrike

Wrike is as much a tool for streamlining workflows as it is for managing product development. Wrike is flexible, adaptable, and dynamic and is a tool designed for better product decisions.

You can use it for small product management, single client management, or as an enterprise-wide tool for product management. Wrike is also versatile enough to use in software product development or marketing. This platform also has a special tool for marketing, making it easier to manage salesforce operations.

Wrike is customizable, so you can include Gantt charts and Kanban boards to improve team member collaboration. Another function of this platform is its Work Intelligence AI tool which product managers can use for automation and predict product risk.

Wrike works well with Jira, Slack, GitHub, Dropbox, and several other tools. You can also customize other integrations to tailor Wrike for product management teams. If you want to add software which this platform doesn’t support, you can. You simply create the solution you need.

The most prominent features of Wrike are:

• The ability to integrate third-party applications
• Its comprehensive, versatile API
• Managing multiple template options
• Permission and access control
• Importing and exporting data
• Integration of spreadsheets and tables
• Convenient task management
• A user interface for dragging and dropping
• Categorizing and structuring product tasks
• Calendar and timeline control
• Files and documents management
• Tracking activities and progress
• Filtering of data
• Stats and reporting
• Shared or public workspace

Wrike offers a free plan for the use of simple features, but you need to pay about $9.80 a month for each user to access more complex functionality.

4. Productboard

Productboard is right up there with the likes of Zendesk. It provides one of the best features for gathering user feedback. As every software development team knows, user feedback can make or break product success. With this product, you can categorize customer feedback, turn this into valuable information and prioritize this feedback.

Productboard lets you track their feedback during the lifecycle of each product via a portal. This portal supports idea exchange and management, which team members use as inputs to increase product value. This software tool is also great for collecting use cases and understanding user behavior to create the right products for customers.

You can use Slack and email with the Productboard, but if you want additional software integration, you must arrange this yourself. Fortunately, the API in this product is user-friendly to make this happen.

The main features of Productboard include:

• Storehouses for product feedback
• Customer segments that are particularly dynamic
• The ability to prioritize and categorize customer feedback
• Transforming feedback into valuable insights
• A powerful system for value assessment
• Roadmapping tools that you can customize
• Prioritization of tasks

You can get an annual Productboard basic plan at around $20 a month for every user.

5. ProdPad

ProdPad takes the user experience into consideration. It has a lean roadmapping function that you can use to highlight goals and objectives. You can experiment with this product software tool to include user feedback in product development. ProdPad is also known as being among the best product management software tools on the market.

The product roadmap tools are simple to use and include color coding for roadmapping. ProdPad has an easy drag-and-drop feature, privacy settings, and you can use the priority checkpoints as you need.

Development teams can access an ideas management feature to create priority charts. Here, they can see how backlogs influence impact and effort charts in workflows. You can also simply import data from other sources to boost new product development if necessary.

One more feature that characterizes ProdPad is the ability of team members to see associations between user ideas and product development. They can also develop customer lists to question further about their product experiences.

You can collect use cases and understand user behavior better. You can then use all this information as inputs for new product development.

Features that you can expect from this product management tool are:

• Idea generation and capture
• Capture and storage of customer feedback
• Integration with apps that support customer feedback
• Integration with other third-party apps
• Priority charting of ideas
• Lean product roadmaps
• Product roadmapping based on objectives
• Creation of customer portfolios

You can purchase ProdPad’s Essential Plan at about $149 per month for annual billing. This plan allows you to use three administrators or editors for product planning.

6. Asana

Asana is also a useful management platform. You can use it as a solution to roadmap workflows. Asana is popular among small business startups and larger enterprises.

This management solution is cloud-based. It enables team members to share their workspace and assign and track tasks and work progress. Asana is also an excellent platform for team members to collaborate.

You don’t get much customer support with Asana. And, although not ideal for complex team management, Asana has many redeeming features, some of which include:

• Excellent team messaging and collaboration
• Ideal for outlining detailed goals
• Efficient for managing multiple tasks and team members
• A user-friendly dashboard
• Tracking of milestones
• Automation
• Several templates option
• Project planning functionality
• Multiple analytics and reporting options
• Managing resources
• Tracking of time and expenses

Asana has a free plan if you can cope with limited features. Paid plans begin at approximately $10.99 per month for each user. The company bills annually.

7. GLIDR

There are multiple management solutions for streamlining product workflows. GLIDR offers one more platform from which to achieve product software development goals. You can develop detailed product plans that meet customer expectations. GLIDR highlights the customer experience, so places their feedback at the forefront of the best product deliverables.

You can manage product research, use cases, and user behavior on this platform. You can then create product specs, link ideas, create viable user stories, prioritize features, and much more.

GLIDR provides several board view options that help software developers to create themes from ideas. You can also categorize ideas by their status, fill in timelines, or show these ideas on Kanban boards.

Other helpful functions include the ability to integrate apps such as Intercom and Zendesk with GLIDR. You can also link Jira and Trello with this product management software.

Product managers and teams can use GLIDR to streamline their workflows, track product progress, create reports and transform roadmaps into the best products possible.

The primary features of GLIDR include:

• Product canvasses
• Public roadmapping
• Options for research and experimentation
• Trend scores to rank ideas
• Prioritization of features
• Activity feeds
• Progress tracking and monitoring
• User-friendly dashboards
• Reporting that you can export via PDF format

You can test GLIDR for free for 14 days. Then, the cheapest option is about $8 per person, per month for a team of five people. GLIDR bills annually and has three other plan options that give you access to more features.

Up your game with Easy Agile

One way to up your product management software game is to take advantage of Easy Agile resources. You can either use our Jira apps to integrate with existing product management platforms or give your existing system a boost.

Select from apps for Kanban Workflow for Jira or boost product development performance with User Story Maps for Jira.

Up your game with Easy Agile Roadmaps for Jira to guide your team to product success or use our Programs for Jira for Program Increment Planning.

Whichever apps you choose (all of them?), you can improve product team management with the best product management software available.

What is a Scrum Master? The Scrum Master guides the daily Scrum in projects or software development to streamline processes as much as possible. This person applies agile methodologies to guide successful project outcomes.

If you want to become a Scrum Master, learn what defines this role. Explore its duties and how the servant leadership style supports carrying out the various responsibilities it involves.

Find out how the Scrum Master's role benefits product or project development. Finally, discover what qualifications you need to become a Scrum Master and what job types you can apply to complete your studies.

What is a Scrum Master’s role?

A Scrum Master's role is dynamic. They must be flexible and adapt to various circumstances, because the Scrum Master serves a vital role in managing projects.

Every product development project needs a different approach. The Scrum Master must adapt their approach to each position and even play the role of an agile coach at times.

Whatever role the Scrum Master takes on, they play a servant leader role (we’ll review what this is later). So, their responsibilities vary when guiding the team's progress.

Some ways that the Scrum Master works with team members and product owners include:

• Sprint planning with team members and product owners to check that everyone understands what needs to be done
• Solving issues such as work estimation, scope creep and over-committing to work volumes
• Holding daily standup meetings to discuss product issues, backlogs, and any other team member concerns
• Acting as a facilitator to limit blockers that hold the team back from completing iterations on time. The Scrum Master also handles any roadblocks by improving workflows
• Having sprint reviews that ensure team collaboration and helpful feedback
• Holding retrospectives to see how team members can improve
• Monitoring the Scrum board to ensure that all cards are current and that Jira and other software works properly
• Hosting individual meetings to get to know and help team members one-on-one
• Handling portfolio planning tools such as analyzing burndown charts. They use burndown charts and other tools as inputs into what the team needs to build and the cadence levels for their work.
• Making sure that the team members use agile guidelines in their projects. These guidelines help team members meet stakeholder needs.

At the end of the day, the Scrum Master champions the Scrum process for successful project outcomes.

Servant leadership

Part of answering the question, “What is a Scrum Master”? involves looking at leadership styles. These styles include bureaucratic, democratic, transactional, and many others. One style that fits well with the role of the Scrum Master is to be a servant leader, an approach that works well with small teams.

Servant leaders:

• Support a team spirit
• Share responsibility
• Share decision-making
• Focus on achievements instead of faults

Servant leaders find solutions which promote workflows and stakeholder satisfaction.

Scrum Master according to Scrum methodology

The Scrum Guide, written by Ken Schwaber, provides an excellent outline of the diverse responsibilities of the Scrum Master. Here are some of this person’s roles:

• Adopting the role of an agile coach to lead organizational transformation using the Scrum methodology
• Planning Scrum applications to help the organization understand how the new iterative workflow process works and adapt to changes
• Guiding leaders, managers, and other stakeholders in understanding the benefits and applications of the Scrum product development methodology
• Helping increase the Scrum team's productivity
• Collaborating with other organizational Scrum Masters within the organization to help team members adopt agile principles
• Promoting positive working relationships between team members, product owners, and other stakeholders
• Guiding sprint planning, daily stand-up meetings, sprint reviews, and product backlog items

Scrum Master challenges

While the Scrum Master supports a streamlined workflow, their job is not always as simple as it sounds. Here are some challenges they may encounter:

1. Change resistance

Scrum Masters’ concepts may be new to employees, so Scrum Masters can encounter resistance. Either way, the Scrum Master must create solutions to dealing with any resistance to change.

2. Lack of understanding

Not everyone will understand or even like agile processes. A good Scrum Master must overcome this and to help teams connect principles with practical implementation to assimilate agile practices.

3. Gaining leadership support

Scrum Masters can only do their work effectively if they have the full support of leadership. Scrum processes can be pretty challenging, which initially disrupts old processes, making transformation difficult.

Managers may be afraid that the Scrum Master will usurp their authority. Departments may not want to adapt their processes, but the Scrum Master must use agile coach techniques to overcome fears and unwillingness to adapt.

Unless the Scrum Master has the full buy-in of leadership, any change initiative will derail before it even starts.

How Scrum Master positions can work

Role rotation. Agile teams rotate the responsibility of this role between members. For example, each team member does admin tasks for each Scrum meeting.

Part-time role. The Scrum Master takes on additional responsibilities.

Full-time role. The Scrum Master takes on a dedicated, full-time role. They must have the experience to do this work and skillfully show the team how to apply agile practices.

Guiding many teams. A Scrum Master guides several development teams. They monitor the work progress for several teams.

Agile coach. This Scrum Master role involves coaching teams or other Scrum Masters.

If the Scrum Master role interests you, you should know that Scrum Master jobs are common, partly due to the popularity of the agile method.

Organizations often look for ways to improve product development. They want Scrum Masters to help guide the process to get products to the market quicker.

You can look on LinkedIn for positions for good Scrum Masters. Their research shows that these positions are in high demand, so you can improve your skills with Scrum Master certifications. Your prospects are diverse as you can work in manufacturing, health, government, education, and many others.

Scrum Masters can get a Certified Scrum Master (CSM) qualification. They can also be a Professional Scrum Master.

How to become a certified Scrum Master

Scrum.org offers various resources, including Scrum certifications and training. So, if you want to follow a career in agile methodologies and lead a Scrum team, you can become a CSM or a PSM. You can also opt to train through the Scrum Alliance, which has been operating since 2001.

Hundreds of thousands of Scrum Masters have attained qualifications through these organizations. Both provide recognizable certifications at various Scrum Master levels, so perhaps it's time to boost your career.

You can achieve a Professional Scrum Master (PSM) certificate from scrum.org. This is available at three different levels, including:

• The PSM I certificate. This certificate shows that students understand Scrum and its applications as per the Scrum Guide.
• The PSM II certificate is proof that you can apply the Scrum principles and practices in a complex real-work situation.
• PSM III certificate. This certificate shows that students have an in-depth understanding of Scrum Values and can apply Scrum principles and practices in complex environments and situations.

Anyone who wants to improve their career opportunities can sign up with Scrum Alliance to get their CSM certification. You can become a:

• Certified ScrumMaster (SCM). This certificate focuses on servant leaders and how to help the Scrum team work together to enact the Scrum framework.
• Certified Scrum Product Owner (CSPO). This certificate is for anyone involved in the business aspect of projects. If you want to know more about product development, productivity, and meeting stakeholder needs, this one is ideal.
• Certified Scrum Developer (CSD). This certificate is good when you want to know how to apply techniques and tools to build great software products. You will learn how to apply iterative Scrum methods in this certification process.
• The Certified Scrum Professional (CSP) learns how to improve Agile methodology implementation in each project they guide.

Take your career up a notch.

Easy Agile provides a range of resources to help Scrum Masters achieve their agile methodology goals. In addition, you can access resources such as our learning hub and webinars to improve your skills.

Scrum Masters can also explore Easy Agile Programs for Jira to enhance the software development team’s experience. Another excellent resource is Easy Agile Scrum Workflow for Jira.

Enhance your Scrum Master role with resources that make your work easier by overcoming resistance to new learning curves.

When it comes to SAFe (Scaled Agile Framework), PI planning is a critical first step in preparing a team. The gathering, often held quarterly, brings together a team, including software developers, team leaders, stakeholders, and everyone in between. Together, they complete essential planning.

While most PI planning used to occur in one big room, today’s remote and distributed teams have paved the way for online and hybrid PI planning events. It doesn’t matter so much where the session takes place, so long as it continually occurs with advance planning, team buy-in, and event execution.

We created an ultimate guide to PI Planning, which we continue to update with the latest trends, planning questions, resources, and tools. But in the post, we’ll focus on one specific aspect of PI planning — the mistakes you should avoid. ❌

The complete PI Planning solution for Jira

Easy Agile Programs

Join a demo

What is PI Planning, and why is it so important?

PI Planning is Program Increment Planning, which is a recurring session for teams within the same Agile Release Train (ART) to meet, align, and plan what comes next.

The planning session provides time for teams and stakeholders to align on a shared vision, discuss features, identify cross-team dependencies, and plan the roadmap that will move everything forward. Adopting SAFe begins with PI Planning, and that solid starting point is critical to the success of SAFe.

PI Planning events form the foundation of how your team works together and how a product/project develops. It’s a real-time event that typically brings a team together under one roof, which is why it’s also called big room planning. However, it doesn’t matter if your team plans together in person or if you use online tools to run remote PI Planning. The important part is making sure teams can plan in real-time and that the PI Planning session results in critical PI objectives that will set the team up for success.

If your team is successful at the PI Planning process, you will:

✅ Build trust, rapport, and collaboration between team members, product managers, different business teams, and stakeholders

✅ Align on key business values, objectives, and goals

✅ Spot dependencies and other issues before they disrupt workflow

✅ Enhance problem solving and decision making

✅ Understand what’s expected of each team member going into the next sprint

✅ Gain valuable insight from key stakeholders and business owners

✅ Ground the team in reality with expectations, timelines, and clear goals

Easy Agile Programs: Equip your remote, distributed or co-located teams for success with a digital tool for PI Planning.

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PI Planning mistakes to avoid

If you can identify the potential pitfalls of PI planning, you have a better chance of avoiding them. Don’t fall prey to these common mistakes:

1. Skipping or not prioritizing PI Planning

2. Failing to thoroughly plan in advance

3. Running long or boring sessions

4. Allowing remote restraints to stand in your way

5. Missing out on retrospective insights

1. Skipping or not prioritizing PI Planning

Scaled Agile, Inc. says that “PI Planning is essential to SAFe: If you are not doing it, you are not doing SAFe.” This couldn’t be more true!

PI Planning is an absolutely essential aspect of SAFe, and there’s no scenario in which it should be skipped or undervalued. Failing to effectively run a PI Planning meeting can have dire consequences for product development.

Work inevitably gets busy, and when product development falls behind or roadblocks come up, something has to give. However, no matter how tempting it may be, never allow your PI Planning to get pushed, delayed, scaled back, or skipped altogether.

Set your PI Planning date well in advance and stick to that date to ensure everyone can be available and prepared.

2. Failing to thoroughly plan in advance

Pre-PI planning is essential to the success of your event. You’ll have limited time as a group, so it’s essential that you use it wisely once the time comes.

Plan the date well in advance to ensure everyone can attend and access planning materials. Before your upcoming PI, make sure your backlog items are refined and ready so precious time isn’t wasted during the PI event.

3. Running long or boring sessions

PI Planning often includes long and heavy sessions, which can kill the vibe and stifle creativity and problem solving. 😴

Do all that you can to engage the team and keep sessions short. This can help a team participate more, invest in the session, and problem solve more effectively. Look for creative ways of running sessions that engage more than just the energetic few. Carefully consider timelines, and ensure no session runs too long to prevent boredom or wasted time.

4. Allowing remote restraints to stand in your way

There may be different challenges with running PI Planning remotely. But with advanced planning and the right tools, you can run a successful planning session no matter where your team is located.

Don’t neglect your PI Planning because your team is remote or temporarily working remotely. There are plenty of tools that can help remote teams engage online with team breakouts, video conferencing, online sticky notes, and PI Planning plugins.

Virtual breakout sessions are essential to ensuring the right people can engage at any given time and that no time is wasted. Carefully plan your remote PI Planning to ensure everyone is prepared and knows where and when they need to participate online.

5. Missing out on retrospective insights

Not to sound like a broken record, but retrospective 👏🏿 insights 👏🏻 are 👏🏾 important 👏🏽.

We know there’s only so much time allocated for PI Planning and so much to get done, but you need to make time for a short retrospective. Otherwise, you’ll never truly learn how to improve. A post-PI Planning session will allow your team to discuss the planning event, including what went well, what didn’t go well, and what could be improved for next time.

Make sure you record retrospective insights and implement important ideas into the next PI planning meeting. After all, it wouldn’t be agile if you didn’t continually try to improve your systems.

Level up your PI Planning with Easy Agile Programs

Effective planning begins with using the right tools, which is all the more important as teams do PI Planning remotely or with distributed teams.

Easy Agile builds products designed to help agile teams plan efficiently and effectively. Easy Agile Programs for Jira is ideal for helping teams effectively manage programs with streamlined visibility. It’s a complete PI Planning solution for all types of Jira users — including distributed, remote, or face-to-face.

What are the benefits of Easy Agile Programs?

With Easy Agile Programs, you can:

• Build a program board in Jira
• Effectively manage programs with streamlined visibility
• Understand the health of your program backlog/program increments
• Make real-time iterations
• Rework and adapt your PI Planning to the needs of your team.
• Spot feature level dependencies
• Deliver alignment at a large scale
• Create milestones and team swimlanes
• Align development teams or multiple different teams on goals and timelines

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Learn more about the benefits of Easy Agile Programs and try it free for 30 days. We believe in being transparent about our product vision, which means you can follow our product journey, including new features, what we’re working on, and what we hope to accomplish in the future.

You can stick to manual Scrum workflow, or you can automate with free Jira software. We know which method we prefer.

Whichever you choose, implementing the Scrum framework creates a streamlined workflow. Each person has a specific role throughout the framework's steps.

The Scrum workflow provides team members with a simple process to help teams meet stakeholder needs.

While agile methodology aligns with Scrum, Kanban, and Lean, here, we’ll focus on what a Scrum workflow is and how this methodology can support organizational teamwork.

What is Scrum?

Teams use the Scrum framework to guide their workflow. Having a structure to follow means they can easily share, track and improve their deliverables.

Scrum divides work into smaller work parcels known as sprints, which typically last 2-4 weeks. Once the sprint is over, team members do a sprint retrospective meeting (also known as a sprint review) to chat about what worked well and what can be improved.

Scrum roles

Let’s look at the different roles that make up a Scrum team.

1. Product owner

The product owner has a core role in the Scrum workflow. They guide agile team discussions about product backlog items and features. In addition, product owners guide quality assurance to make sure deliverables are up to par.

2. Scrum Master

The Scrum Master will closely follow the principles in the agile manifesto to support sprint planning. Scrum masters guide development teams through agile methods to add value for stakeholders.

3. Software development team

Development teams are skillful and cross-functional. Teams that work in agile software development environments will typically include designers, developers, testers, and others to prevent the need for external assistance.

With the basics in place, we can take a closer look at the agile workflow stages.

Components of the Scrum workflow

The Jira workflow involves an iterative feedback cycle that focuses on creating value throughout the product development process. You can use the basic Scrum workflow steps or customize these.

The parts of an agile workflow are as follows.

1. Backlog development

A product roadmap guides team members in creating user stories and product requirements, which make up the sprint backlog. In the backlog, teams propose a list of features or user stories that the team must deliver. Product owners decide which features will make up the backlog.

2. Backlog release

Produce owner and team collaboration now decide which user stories will make it into each backlog release. Each backlog release is the completion of a smaller set of activities which eventually make up a sprint release. After completing this planning and setting timeframes for each action item, team members choose specific features for each sprint.

3. Sprint work

In a sprint, team members complete a set of backlog tasks within predetermined timeframes (usually 14-28 days). During this time, the agile team builds the product features from a specific sprint backlog.

Scrum or sprint meeting

Teams also hold Scrum or sprint meetings. During sprint meetings, the team sets a sprint goal (usually work on a specific feature). They agree on which product backlog items to complete in order to complete this product iteration. The team will prioritize, plan, and estimate the time needed to complete each task within the sprint.

Daily stand-ups

Agile teams use these daily standup meetings to track their agile workflow towards meeting sprint goals. Daily standup meetings are typically held — naturally — standing up, as they should last no more than 15 minutes. Standup meetings help teams discuss solutions to daily work issues.

4. The burndown chart

Team members can use Jira software to create their burndown charts. Burndown charts show original time estimates compared to real-time activities, which shows where expectations or team resources need to be adjusted.

5. Testing

During testing, the team demonstrates product functionalities for stakeholders. Feedback from product testing guides any needed changes.

6. Sprint retrospective and follow-up planning

The final phase of the Jira workflow is to hold a sprint retrospective. Sprint retrospectives are post-mortems on the previous workflow. At this stage, agile teams question what they did well, what didn't go as they hoped, and what changes they should make in the next sprint. Groups hold these sprint retrospectives to concentrate on better value deliverables through continuous improvement.

Jira software offers a visual display of the team's velocity, task progress, and project status. All these elements link back to the user story, and the group begins a new lifecycle to complete their project.

Create your Jira Scrum workflow in a few simple steps

You can either carry on using a manual Scrum process or transition to an automated Jira workflow for Scrum.

To create an automated, custom workflow, go to the Jira workflow designer. From there, you can manage the workflow scheme for your Jira project. You can also organize backlogs, complex workflows, workflow statuses, or view an issue status using custom fields.

In your workflow, you can:

• Use statuses like "In progress" or "Under review."
• View status items on lines for transitions.
• See issue resolutions.
• Check conditions that restrict assignee roles in bumping up issues to the following stage.
• Use validators to limit who can make transitions.
• Link further changes with transitions.
• Use triggers for automating transitions within specific parameters.
• Set workflow properties for transitions.
• Establish a link between the simple or complex workflow and issue types using workflow schemes.

As the agile team goes through the product lifecycle in a series of sprints, they need a tool to guide their journey.

With the free Easy Agile Scrum Workflow for Jira plugin, you can move Jira issues between the "To do," "In progress," and "Done" sections. You can also use the top right button to drag and drop specific issue types in the "Backlog" and "Selected for development" areas on the board.

More features from the Jira workflow plugin

In terms of automation, plenty of tools are available. You can use Easy Agile’s free Jira workflow plugin as valuable support for agile project management. This can help you create complex workflows and save all the details in the Jira cloud, ensuring nothing is ever lost. The free Jira workflow plugin also includes your burndown chart and sprint report.

Add the Confluence wiki tool to your Jira software for greater team collaboration. Also, use the Team Calendars add-on for better team collaboration.

Automate your Jira workflow now

Don’t wait for providence to come knocking on your door. Automate your Scrum workflow today with software that works.

We design agile apps for Jira with simple, collaborative, and flexible functionality. From team agility with Easy Agile TeamRhythm, to scaled agility with Easy Agile Programs, our apps can help your agile teams work better together, and deliver for your customers.

Most strategies fail because the execution falls short.

A strategy roadmap helps bridge this gap between vision and actions. It gives you a visual of how to execute a strategy, and it outlines key results in an appropriate time frame. (The product roadmap embodies the same principles but on a smaller scale.)

Basically, the strategic roadmap can help team leaders plan how to achieve the goals of a strategic vision and share the business vision with stakeholders.

Here, you’ll learn why you need a roadmap and how to plan one.

Why do you need a strategic roadmap?

Business plans are ideas on paper. Strategy roadmaps are practical.

Agile teams and leaders often outline a strategic plan to achieve a company vision. However, most leaders do not define how to achieve this vision.

Strategic roadmaps fill the gap between business strategy creation and implementation, so team members know exactly what to do.

A roadmap gives a visual representation of what tasks need to be carried out. It also clarifies stakeholder roles and responsibilities and helps evaluate whether you have enough resources to achieve your goals. Lastly, it can be used as a communication tool for teams and stakeholders.

Without roadmapping, organizations can lose sight of the vision, communications become unclear, and teams fall short.

When you create a strategic roadmap, you are making an in-depth plan for meaningful changes. You also understand why the changes are necessary, what tasks to undertake to realize those changes, and the sequence in which specific actions must occur.

Create your strategic roadmap in 6 steps

Once you understand the need for change and the sequence to apply the changes, you can establish a strategic roadmap for any process.

Remember that while you're roadmapping, you should always link your strategic roadmap objectives with the business vision as you work through these steps.

1. Understand the change you want to achieve

Ask yourself what obstacles stand in the way of achieving the vision. Once you outline the challenges you face, you can establish ways to overcome them.

2. Establish short-term objectives

Here, you need to develop long-term strategic plans and short-term objectives. Then, you can figure out how to achieve them. Each short-term objective must link to a specific goal from the business vision.

3. Evaluate your resources

Here, product managers should address their resources (staff, time, finances, technology, etc.) and whether these are enough to achieve their strategic goals. If not, you’ll either need to adjust the plan or find more resources.

Keep relevant KPIs in mind when evaluating your resources. For example, if you want to monitor customer acquisition, you may need additional software to measure current and future service levels.

You can use change indicators to show where your resources are at for each strategic roadmap action.

Change indicators can include:

N: No change needed

L, M, H: A low, medium, or high-level change is necessary

New: New capabilities are required to bring about change

Link these indicators with each objective.

4. Plan how you’ll gain resources

Now, you need to develop a process to gain any needed resources.

An example of this: To increase sales, you’ll hire a new salesperson. That means chatting with human resources about searching and assessing candidates.

5. Develop the initiatives

You should now question how to group actions. With a software development project, you’ll follow a Scrum workflow process. This means you’ll break features down into smaller action items for easier delivery to meet sprint targets.

As in step 4, you may identify more initiatives than you can manage. Use prioritization metrics, use a SWOT analysis, or a balanced scorecard to decide which initiatives to tackle first. One way to do this is to number the initiatives by their importance and limit each action's importance. You will probably end up only implementing the top five initiatives, depending on your capabilities.

6. Create the strategy roadmap

Gather all the information from these steps, and record them in an official document or presentation.

When creating the roadmap, consider:

• Simplifying the road mapping process so all stakeholders can understand
• Clearly communicating why the change is necessary and how the roadmap helps with the visualization of the impending process
• Showing what changes should be made and how these will solve the problem
• Making direct associations between the "why," "what," and "how" so that you can record any needed alterations

Where can you use a strategic roadmap?

There are many possible uses for a strategy roadmap. Here are several examples to consider:

1. Getting buy-in from investors

A startup can use a strategy roadmap to give potential investors everything they need to know about the company’s goals.

A startup roadmap is an excellent complement to a business plan. Both formats demonstrate in-depth thinking about existing capabilities and how you can move from a current to a future state. Prioritization of capabilities also demonstrates reliable strategic thinking.

2. Product road mapping

As mentioned, the product roadmap is like a small-scale strategic roadmap.

Team leaders must also develop a product strategy and show product teams how to achieve those changes. Product roadmaps help to clarify new product development and iterations and link dependencies.

The outcome is the development of successful products.

(Pro tip: Easy Agile Roadmaps for Jira can help you create the perfect product template.)

3. Capability-based planning

You can use a strategic roadmap to create change across the organization. Your business plan should address the people, processes, and physical changes you’ll need for a successful change initiative. Prioritize the most important initiatives, and list these on your roadmap to provide a practical course of action for team members to follow.

Make a strategic vision a reality with a strategic roadmap

Product teams can clarify backlogs and timeframes and prioritize resources with product roadmaps. Managers can link strategic visions with strategic roadmaps. Roadmaps help bridge the divide between strategy and goal achievement.

Start enacting your vision with a strategy roadmap initiative today. To get started, check out Easy Agile Roadmaps for Jira. Then, follow whichever roadmap template you need to achieve your goals.

Simply developing a product doesn’t mean it’ll be a success. Plenty of elements determine how well a product is received — and a lot of that begins with product launch planning.

How will you unveil your product to the world? Who will be able to access your product when it first launches? What features do you need for the product's initial development, and what features should be saved for further down the road? How do you make sure everything is ready in time for the launch date you’re hoping for?

Product launch planning melds your development strategy and your sales and marketing strategy to ensure every department works together and aligns on key goals. It’s a whirlwind of a race to the finish line, but it’s also an exciting time for product developers. How will your product be received? What will customers and stakeholders think?

In this post, we discuss seven key strategies for successful product launch planning. Time for takeoff! 🚀

1. Set clear goals and define what success looks like

Set clear objectives and be realistic about what you hope to accomplish. Setting lofty, unattainable goals will distract from what matters most, and it can lead to disappointment, lack of motivation, and reduced morale.

Be clear about who on the product team is responsible for what and ensure team members outside of product development, including sales teams and marketing teams, are involved in product launch planning.

How will you go to market? What do you hope to accomplish with your launch? What product launch planning needs to happen before you can move forward? What pre-launch deliverables are critical to moving development forward? What roadblocks could prevent your success?

When you understand what you are trying to accomplish, it’s easier to tell when you’re successful. Don’t leave anything open-ended so that everyone on the team knows what you’re working toward and how to get there.

2. Get to know your audience

Great products are developed when customer needs are at the forefront of decision making. No matter what stage of product launch planning you’re in, you should always keep the customer journey top of mind. Consider how each decision you make brings value to your customers.

Customer personas describe important details about a target audience, such as pain points, behavioral patterns, demographics, goals, and buying habits. Deeply understanding who you are building a product for and what they need is vital to a successful product and a successful product launch.

Easy Agile TeamRhythm supports user story mapping, helping teams empathize with customers so that development and launch decisions can be made based on what will provide the most value to your target market.

3. Gather feedback and test, test, test

Test, test, test! We can’t say this enough. You need to continually test, ask questions, and gather market research.

Get your product in front of stakeholders and customers frequently to gather feedback along the way. The more you learn as you develop your product, the more issues you will sort out as you go, and the better the project will be in the end.

The testing process will also give you a deeper insight into what your users are looking for, so you can better meet customer needs. How do they interact with the product? What issues arise? What questions do they have? Do they understand how to use it? What features are they looking for?

Gather as much feedback as possible so you can continually improve the product leading up to the launch. Bring your stakeholders and customers into your process to better understand their needs and how you can provide consistent value.

4. Use comprehensive tools to track product launch planning

Product launch planning is a complex process with many moving parts, team members, and deadlines. Having the right tools is essential to the success of the launch. The whole team needs to be able to see what is planned, what is expected, and how each piece leading up to the launch is connected.

Establish a clear product launch plan template that guides the team forward. Backtrack from the desired launch date to create a launch timeline that recognizes everything that needs to get done before the product is put out into the world.

A product launch roadmap is an effective tool for tracking your progress. Roadmaps help teams align their vision, keep track of specific product launch dates, and provide a clear visual of the most critical prioritizations.

Learn how to create a product roadmap template with Easy Agile Roadmaps for Jira. They help teams align around a product vision and launch strategy to continually bring value to customers.

5. Focus on an initial great product, not features

Focus on your minimum viable product first. This is your top development priority before launching — no matter how tempting other fancy features may be.

Fancy features may be appealing, but they could slow down development, add unnecessary stress on the team, and cause unwelcome issues right before you’re supposed to launch your product. Put in the work to develop a product that meets stakeholder needs and delights customers. If this goes well, there will be plenty of opportunities to zero in on other features down the road.

6. Expect the unexpected

No matter how much feedback you gather and how many tests you run, there are always surprises when it comes to launching a new product. Launch day may not go as smoothly as you hoped. It’s okay if things don’t go exactly as you expected, so long as you’ve prepared for these possibilities and can adjust.

Extensive product launch planning will help you navigate surprises. It also helps to practice the motions beforehand. Give yourself time before the new product launch to review and practice the steps that need to play out. Rehearse your process to smooth out as many possible hiccups as you can. The extra time you spend running through the motions will also help ease the nerves of the team members involved in the launch process.

7. Hold a retrospective after the launch

After all is said and done, there’s still one more important step to your product launch planning. A retrospective helps teams examine the launch strategy and how everything played out. What went well? What didn’t go so well? And what can be learned from the process?

Even if you won’t launch another product any time soon, a post-launch retrospective is a great opportunity to learn from your experience. You can take these insights and success metrics into account when launching future features or other products down the road. Plus, it gives the team a chance to debrief after launch activities conclude.

Let’s recap those strategies one more time:

1. Set clear goals and define what success looks like.

2. Get to know your audience.

3. Gather feedback and test, test, test.

4. Use comprehensive tools to track product launch planning.

5. Focus on an initial great product, not features.

6. Expect the unexpected.

7. Hold a retrospective after the launch.

Learn more on the Easy Agile blog

There’s more where this came from. We’re dedicated to helping teams work better using agile tools and practices. We make simple, collaborative, customer-focused plugins for Jira, and we regularly publish articles on strategies, agile information, and how-to guides for product managers and agile teams.

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Agile retrospectives are a time to reflect on the sprint before. During this time, the Scrum team decides on the agile retrospective template to use during retrospective meetings. A sprint retrospective template provides a structure for retrospective meetings. These retrospective templates guide agile teams in analyzing their previous sprint.

What is an agile retrospective?

Teams use agile retrospective meetings to improve the next sprint. As the team members move through the product life cycle, they gain new learning after each sprint retrospective, which they apply to the next sprint.

The focus of the sprint retrospective meeting

Sprint retrospective meetings ask four questions, as listed below. The agile team places these four questions in the four quadrants of their retrospective template. (Note: Team members can use a whiteboard or sticky notes to set up their meetings. Or they can use Jira software to facilitate remote team meetings in real-time.)

Co-located agile teams can also use whiteboards and sticky notes to do an agile retro. But for remote teams, agile retrospective template software allows all team members to participate in sprint meetings.

Here are the four question areas for discussion:

• What went as planned?
• Where could the team have made improvements?
• What should team members do in the next sprint?
• What confuses the team?

1. What went as planned?

The agile retrospective requires in-depth analysis. Team members can chat about what they enjoyed, which methodologies worked for them, and what agile ideas are worth taking into the next sprint.

Typical questions that agile teams ask in this first stage include:

• What were team members happy with?
• What actions delivered positive results?
• What processes or actions should the agile team continue with?
• Should anyone receive a special thanks for their contribution?

2. How could the team have improved?

Stakeholders examine where they went wrong and try to find the root cause of the issues. Brainstorming involves what they could have tried previously, where improvements are needed, and what processes or actions they can test in the next sprint.

Here are some ways to make this question more concrete:

• What has the team previously not tried that might work?
• What is one new thing that we could attempt?
• What new tactics or actions can we test next?

3. What should team members do in the next sprint?

In this part of the template, the team explores new ideas for how to improve their follow-up approach. New ideas can be risky, so the Scrum team should carefully consider opportunities for improvement. The idea in this questioning phase is to clarify problem areas, where value was not produced, and what was puzzling in the previous sprint.

In this round, the team should discuss:

• What didn’t work?
• What did the team do that did not produce value?
• Which areas specifically require improvements?
• What did not go as anticipated?
• What issues in the previous sprint are confusing?

4. What still confuses the team?

In this section, the team should focus on areas that weren’t as effective or did not go as anticipated and what areas need improving. Other relevant areas include where the agile team didn’t deliver value, focus areas that require development, and what was confusing about the sprint.

Here, it’s important to talk about:

• What questions still remain unanswered?
• What outcomes still require further investigation?
• Is the team following processes that don’t deliver clear value?

Through a process of iteration, the Scrum team brainstorm to come up with real-time solutions to take over to the next sprint. Using retrospective ideas, the team populates the four quadrants of the retro template, producing a visual representation of their post-mortem.

Scrum teams can apply the four questions above in other retrospective templates or customize a template to conduct their post-mortems.

Retrospective template options

Team members can choose from retrospective templates to customize their sprint meetings.

Sprint planning can benefit from any of the agile retrospective templates below:

• The start, stop, continue template
• The four Ls retrospective template
• A starfish retrospective
• Sailboat retrospective
• Glad, sad, mad
• Mad, sad, glad

1. Start, stop, continue

In the “start” part of this retro, the agile team looks at the actions they’ll take in the next sprint. “Stop” refers to looking at the recently completed sprint to examine what didn’t work and the actions that the team should no longer take. “Continue” means identifying what worked in the current sprint and should be taken over to the next cycle.

2. Four Ls

Agile teams use this retro template to understand what they “Loved, Learned, Loathed, and Longed for” at the end of the sprint iteration. The team calls out what they appreciate, what the sprint taught them, what went wrong, and what they would’ve wanted more of (coffee, team members, time, etc.).

3. Starfish

Instead of using a retro that focuses on what worked and what didn’t, the starfish highlights degrees of efficiency in deliverables. Teamwork involves rating action items as levels of effectiveness to determine what methodologies they should keep, discard, and apply in the next round.

4. Sailboat

Scrum teams use the sailboat retro to determine their trajectory in unknown waters. Applying the sailboat retro means knowing what approaches inhibit progress, what new approaches will reap desirable outcomes, and establishing a direction for sprint planning.

5. Mad, sad, glad

The mad, sad, glad sprint retrospective is a technique that concentrates on the emotional status of teams. Scrum teams ask each other questions to create positive emotional support. These questions are also aimed at morale-boosting to create a positive atmosphere that supports teamwork and continuous improvement.

The agile retro can follow any template they choose or select one and customize it for their specific needs. Whatever they do, teamwork is vital to the success of continuous improvement.

Decide on your retro template today

Now that you understand how the sprint retrospective template works, you can customize yours for joint teamwork.

Instead of focusing on longed-for outcomes and functionalities, Easy Agile can help your Scrum team move from sad to glad.

Team retrospectives right inside Jira

Looking to improve how your team is working together? Easy Agile TeamRhythm helps you turn insights into action with team retrospectives, to improve how you’re working and make your next release better than the last.

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