Agile Teams

Software development teams are known for using a wide variety of agile methodologies, approaches, and tools to bring value to customers. Depending on the needs of the team and the product's stakeholders, it’s common for teams to deploy and utilize a combination of software development methodologies.

Most dev teams combine methodologies and frameworks to build their own unique approach to product development. You’ll find there are plenty of overlapping principles from one methodology to the next. The key is choosing a system and working as a team to fine-tune and improve that approach so you can continue to reduce waste, maximize efficiency, and master collaboration.

In this post, we’ll outline and compare the following eight software development processes:

1. Agile software development methodology

2. Waterfall methodology

3. Feature driven development (FDD)

4. Lean software development methodology

5. Scrum software development methodology

6. Extreme programming (XP)

7. Rapid application development (RAD)

8. DevOps deployment methodology

1. Agile software development methodology

Agile is the most common term used to describe development methods. It’s often used as an umbrella term to label any methodology that’s agile in nature, meaning an iterative process that reduces waste and maximizes efficiency.

Most software development methodologies are agile with a strong emphasis on iteration, collaboration, and efficiency, as opposed to traditional project management. It’s like comparing jazz to classical music. 🎷

Traditional, linear management methods, such as the waterfall method we’ll cover below, are like classical music, led by one conductor who has a set plan for how the music should be played. The agile process, on the other hand, is more like jazz, which comes together through collaboration, experimentation, and iteration between band members. It’s adaptive and evolves with new ideas, situations, and directions.

2. The waterfall methodology

The waterfall approach is a traditional methodology that’s not very common in software development anymore. For many years, the waterfall model was the leading methodology, but its rigid approach couldn’t meet the dynamic needs of software development.

It’s more common to see the waterfall method used for project management rather than product development. At the beginning of a project, project managers gather all of the necessary information and use it to make an informed plan of action up front. Usually, this plan is a linear, step-by-step process with one task feeding into the next, giving it the “waterfall” name.

The approach is plan-driven and rigid, leaving little room for adjustments. It’s more or less the opposite of agile, prioritizing sticking to the plan rather than adapting to new circumstances.

3. Feature driven development (FDD)

Feature driven development is also considered an older methodology. Although it uses some agile principles, it’s viewed as the predecessor of today’s agile and lean methodologies.

As the name says, this process focuses on frequently implementing client-valued features. It’s an iterative process with all eyes on delivering tangible results to end users. The process is adaptive, improving based on new data and results that are collected regularly to help software developers identify and react to errors.

This kind of focused agile methodology can work for some teams that want a highly structured approach and clear deliverables while still leaving some freedom for iteration.

4. Lean software development methodology

Lean software development comes from the principles of lean manufacturing. At its core, lean development strives to improve efficiency by eliminating waste. By reducing tasks and activities that don’t add real value, team members can work at optimal efficiency.

The five lean principles provide a workflow that teams use to identify waste and refine processes. Lean is also a guiding mindset that can help people work more efficiently, productively, and effectively.

The philosophies and principles of lean can be applied to agile and other software development methodologies. Lean development provides a clear application for scaling agile practices across large or growing organizations.

5. Scrum software development methodology

Scrum is a system regularly used by software development teams. Like many software development methodologies, Scrum is agile, focusing on a value-driven approach. The Scrum process is based on empiricism, which is the theory that knowledge comes from hands-on experience and observable facts.

One Scrum takes place over a preset amount of time called a sprint. Usually, the time frame is between two to four weeks and the Scrum is at the beginning of the sprint. The goal of each sprint is to yield an imperfect but progressing version of a product to bring to stakeholders so that feedback can be integrated right away into the next sprint.

The specific goals of each sprint are determined by a product owner who orders and prioritizes backlog items (the artifacts that need completion). The sprint process repeats over and over again with the development team adjusting and iterating based on successes, failures, and stakeholder feedback.

Learn more about Scrum — the complete program planning solution for Jira.

6. Extreme programming (XP)

Extreme programming, also called XP, is a methodology based on improving software quality and responsiveness. It’s an agile approach that evolves based on customer requirements; the ultimate goal is producing high-quality results. Quality isn’t just limited to the final product — it applies to every aspect of the work, ensuring a great work experience for developers, programmers, and managers.

Decision-making in extreme programming is based on five values: communication, simplicity, feedback, courage, and respect. The specifics of XP can’t apply to all situations, but the general framework can provide value no matter the context.

7. Rapid application development (RAD)

Rapid application development (RAD), sometimes called rapid application building (RAB), is an agile methodology that aims to produce quality results at a low-cost investment. The process prioritizes rapid prototyping and frequent iteration.

Rapid application development begins with defining the project requirements. From there, teams design and build imperfect prototypes to bring to stakeholders as soon as possible. Prototyping and building repeat over and over through iterations until a product is complete and meets customer requirements.

This is ideal for smaller projects with a well-defined objective. The process helps developers make quick adjustments based on frequent feedback from stakeholders. It’s all about creating quick prototypes that can get in front of users for constructive feedback as soon as possible. This feedback is pulled into the user design so that development decisions are based on the direct thoughts and concerns of those who will use the product.

8. DevOps deployment methodology

The DevOps deployment methodology is a combination of Dev (software development) and Ops (information technology operations). Together, they create a set of practices designed to improve communication and collaboration between the departments responsible for developing a product.

It's an ongoing loop of communication between product developers and Ops teams (IT operations.) Like so many agile processes, it relies on continuous feedback to help teams save time, increase customer satisfaction, improve launch speed, and reduce risks.

The steps of DevOps deployment repeat, aiming to increase customer satisfaction with new features, functionality, and improvements. However, this methodology has some drawbacks. Some customers don’t want continuous updates to their systems once they are satisfied with an end product.

Software development made easy

Most software development teams use a combination of methodologies and frameworks to fit their team size, team dynamics, and the type of work being completed. The key is to use an agile methodology and work together to continually improve your systems as you learn and grow.

Easy Agile is dedicated to helping teams work better together with agile. 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 deliver better for your customers.

Book a 1:1 demo to learn more about our suite of Jira tools, or contact our team if you have additional questions. We offer a free, 30-day trial, so you can try out our products before making a commitment.

A sprint backlog is like an agile team's treasure map — checking off each item is like visiting a different place on the map. By the end of a sprint or iteration, the team will have delivered previously agreed outcomes and ultimately achieved their sprint goal. This is like getting to the ✖️ on a treasure map.

Join us as we find the answers you need to successfully complete each sprint. You'll learn about a sprint backlog’s purpose, plus who creates, owns, updates, and uses it.

What's a sprint backlog?

A sprint backlog consists of the items that need to be completed in order to get to the sprint goal. It should go into artifact during the sprint planning meeting. A sprint backlog has three parts:

• The sprint. Each sprint backlog targets a specific iteration.
• The sprint goal. This is the higher level aim for each sprint. To achieve it, the development team completes certain items from the product backlog.
• A plan. The sprint backlog represents a plan to deliver a product increment by the end of the sprint. It's organized to allow for progress tracking with to-do, in-progress, and done items, plus effort estimations and remaining workload.

The sprint backlog should always be accessible and up-to-date so that the development team understands the work and can see what is coming up next. It should also have enough detail to allow tracking work progress.

Each sprint starts with a sprint backlog, and the artifact's lifespan equals the sprint's duration. You may expect to find work items — user stories, tasks, or bugs — in it.

The sprint backlog is the development team's go-to home to find all the ideas for what to work on. At every Daily Stand-Up,, the team looks at it to let others know what they did the day before. Additionally, they recall or adjust priorities based on what they need to do for the next day(s).

🧐 During the Daily Stand-Up, developers also use the sprint backlog to evaluate the sprint's progress.

The sprint backlog is not only a way of keeping the development team's eyes on the prize. 👀 It's also a way to discuss how well they achieved the sprint goal.

At any point in a sprint, to-do, in-progress, and done items are included in the sprint backlog for anyone to review and use to calculate the remaining workload. This helps verify if the development team is on track to achieve the sprint goal. ✌️

Jira provides a burndown chart to check the development team's work. This displays the remaining workload for the current sprint. In addition, the chart shows:

• Work in progress
• The distribution of work throughout the iteration

A Jira burndown chart also helps evaluate whether additional items fit into the sprint and effort estimations were accurate.

🛑 Keep in mind that you don't need a sprint backlog if you follow the Kanban framework. That’s because Kanban isn’t about working in timeboxes (the sprints).

Now, the sprint backlog isn't an off-the-shelf artifact that you can use in your project — every project is unique. So, someone must be responsible for populating the sprint backlog with work items.

Besides defining what a sprint backlog is, we should discuss what sets them apart from product backlogs.

Sprint backlogs vs. product backlogs

Though their names are similar, a sprint backlog and product backlog serve different purposes. A product backlog is:

• A collection of work items to either bring a new product to the market or improve an existing product
• A list of work items to tackle in the future
• A set of work items arranged by priority, with the most priority at the top
• The source of the sprint backlog items

On the other hand, a sprint backlog is:

• A subset of work items from the product backlog
• A group of items to work on during the next sprint

Here’s how the two backlogs meet: The product backlog provides work items for a sprint backlog. And, by the end of a sprint, the team might transfer incomplete work to the next sprint or the product backlog. If the work items have high priority, they should go into the next sprint. If not, they should go into the product backlog for a later sprint.

Essentially, a product backlog covers a greater amount of time than a sprint backlog. However, like the sprint backlog, the product backlog might evolve to reflect changes in the market or customer needs and, the development team needs both in order to deliver product changes.

Now, the sprint backlog isn't an off-the-shelf artifact that you can use in your project — every project is unique. So, someone must be responsible for populating the sprint backlog with work items.

Who owns and creates sprint backlogs?

Here are the team members involved in creating sprint backlogs:

• The Scrum Master. During the Sprint Planning ceremony, the Scrum Master uses the product backlog to create the sprint backlog — the output. However, the Scrum Master doesn't do it alone.
• The development team. When moving product backlog items to the sprint backlog, the Scrum Master considers the development team's input. ⚖️
• The Product Owner. The Scrum Master needs the Product Owner's agreement to include product backlog items in the sprint backlog. 👌 And if the development team has questions about the product backlog, the Product Owner is the one to ask.

The sprint backlog's creation is one part of the agile workflow that shows how essential teamwork is to agile. Nevertheless, the sprint backlog must always be owned by someone throughout the workflow. Otherwise, these artifacts can get lost and become outdated.

Scrum methodology says that the whole agile team owns the Sprint Backlog. And by "agile team," we mean the Scrum Master, the Product Owner, and the development team.

That’s because all agile team members contribute:

• The Product Owner knows what the development team should deliver by the end of the sprint. Plus, they order product backlog items by priority. In other words, the Product Owner constrains the product backlog items that should go into the next sprint backlog.
• The Scrum Master has enough experience to distribute the development team's work throughout the sprint. When considering sprint backlog item dependencies, that distribution makes the most sense.
• The development team knows how long similar Sprint Backlog items take to complete. ⏲️ This means they can determine the sprint goal's feasibility within a certain time frame.

Remember, the sprint backlog is a living document, so team members should update it as needed. Let’s look at how a sprint backlog can change.

Updating the sprint backlog

The sprint backlog should adapt to answer market trends and customer needs as they arise. Those changes might influence items in the product backlog and how they’re prioritized. As a result, the sprint backlog changes.

Let's have a look at what may cause a sprint backlog to change and who makes the updates:

1. Effort estimations were not accurate enough. If the development team realizes that some work items will take longer than expected, they should raise a 🚩. They should then negotiate the scope of the sprint backlog with the Product Owner without compromising the sprint goal.
2. A new, higher-priority user story, task, or bug comes up. If that happens, the development team should add it to the sprint backlog. That might impact the sprint's duration or push some items to the next sprint.
3. Progress in completing a user story or a task or solving a bug changes daily. As this happens, the development team should keep updating the remaining workload they estimated for the current sprint. And they should do it during the Daily Stand-Up or Daily Scrum meeting. Once the development team finishes all the work in the sprint backlog, they achieve the sprint goal. This means the development team implemented the product increment, which is ready for delivery. 📦
4. A sprint backlog item is no longer needed. This might be due to a shift in the market or customer needs. If that happens, the development team should remove the item from the artifact. 🗑️
5. The development team better understands sprint backlog requirements as the sprint continues. So, they might realize that to achieve the sprint goal, they need to include more items in the sprint backlog.

The sprint backlog: A guide for sprint success

A sprint backlog is a guide for completing a sprint goal. This means that its lifecycle is short and equals the iteration's duration. It's a visual representation of the sprint that supports Scrum team discussions on in-progress and to-do work.

This backlog may also be the most reassuring Scrum artifact for developers, as it assures them the work is organized and no additional work items will fall from the sky without their knowledge. If the workload must increase, the team will debate it and weigh the developers' experience-based opinion.

With a sprint backlog, the team perfects its ability to plan sprints, estimate effort, and allocate resources. They learn how long work takes and how much of it fits into a sprint. And by learning this, the team learns the resources they need to get to the finish line.

Easy Agile TeamRhythm is collaborative sprint planning tool that helps your team with the shared context that the story map format provides. TeamRhythm helps your team to:

• Visualize a meaningful picture of work on the user story map, sequenced into sprint swimlanes
• Create, estimate and prioritize user stories right on the story map
• See comitment at a glance with sprint statistics and sprint goals displayed on each swimlane

Try planning your sprints with Easy Agile TeamRhythm. We’re confident it will help your team collaborate even more seamlessly.

“Do or do not; there is no try.” While this is certainly Jedi Master Yoda’s most famous quote, it doesn’t exactly apply to agile development. In fact, it’s kind of the opposite of agile. If Yoda were a Scrum Master, however, the quote would look a lot more like this: “Try and again try; that is how you do.”

The Scrum Master facilitates the Scrum team, leading them to a hopeful victory. It’s rewarding, but the Scrum Master role is filled with pressure. The success of the Scrum and the wellbeing of the team falls on the Scrum Master’s shoulders.

If you’re a Scrum Master or aspire to become one, you’ve come to the right place. Master Scrum theory and your leadership skills with our six strategies for Scrum Masters.

Understanding Scrum values and the role of the Scrum Master

Scrum is an agile practice commonly used for product development. It’s based on completing a set amount of work in short bursts — called sprints — so that teams can continuously create iterations as they learn more about a product and its stakeholders.

Ken Schwaber co-created the Scrum framework in the early 1990s to help teams manage complex development projects. He also founded Scrum Alliance and established Scrum.org, an online resource for agile teams.

At the beginning of a Scrum, the product owner decides which product backlog items will be moved to the sprint backlog. From there, the Scrum Master takes over, leading the team through Scrum events, including:

• Sprint planning
• Daily Scrum or daily standups
• Sprint review
• Sprint retrospectives

The role of the Scrum Master is to guide the team through the Scrum process. They facilitate the process, helping the team to master the framework and improve from one sprint to the next.

Characteristics that define a great Scrum Master

Being an effective Scrum Master goes beyond simply following the rules of Scrum. Here are some additional characteristics that truly define excellence in this role:

1. Emotional intelligence

A great Scrum Master possesses high emotional intelligence. This means they can:

• Understand and manage their own emotions.
• Empathize with the team members' feelings and perspectives.
• Facilitate constructive communication and resolve conflicts gracefully.

2. Strong facilitation skills

It's not just about managing the daily Scrum meetings. They need to:

• Encourage open dialogue.
• Ensure every voice is heard.
• Guide the team towards consensus without being overbearing.

3. Adaptability

The landscape of a project can change rapidly. Great Scrum Masters:

• Adapt to changes swiftly without losing focus.
• Help the team pivot strategies quickly while maintaining morale.

4. Lifelong learner

The world of Agile is always evolving. Exceptional Scrum Masters:

• Commit to continuous learning.
• Stay updated with the latest practices, tools, and methodologies.

5. Servant leadership

At the heart of a Scrum Master's role is servant leadership. This involves:

• Placing the team's needs above their own.
• Removing obstacles that hinder the team's progress.
• Empowering team members to take ownership and make decisions.

6. Analytical thinking

A great Scrum Master should be able to:

• Analyze the team's processes and identify bottlenecks.
• Use data-driven insights to foster continuous improvement.

7. Motivational skills

Keeping the team motivated is crucial for sustained productivity. They excel at:

• Recognizing and celebrating small wins.
• Encouraging a positive, collaborative team culture.

8. Excellent communication

Communication is key. They need to:

• Convey ideas clearly and concisely.
• Ensure that all stakeholders are on the same page.

By embodying these characteristics, a Scrum Master not only facilitates effective project management but also fosters a thriving team environment that encourages innovation and success.

Six strategies to become a great Scrum Master

Here are six strategies for Scrum Masters to improve their skills or prepare for their future roles.

1. Don’t forget to be agile yourself

Do you live by agile principles yourself? How agile are you in your leadership style?

Effective Scrum Masters know that they also need to continually improve based on new experiences, successes, and failures. It’s important to learn from your mistakes so that you don’t make them again, but it’s just as important to learn from your successes. Take the time to review your process, including what went well and what didn’t, so you know how you can improve as a leader and facilitator.

2. Get to know your team

Your ability to lead your team is tied to how well you know them. You should continually get to know your team’s strengths and weaknesses. How well do they work together? Who brings out the best in one another, and who doesn't work so well together? Dig deep to truly understand the root dynamics of the team.

Learn more about each individual on the team as well. What do they need help with? What do they excel at? What feedback can you provide to help them grow in their role? How can you help them succeed? Build rapport with your team members by asking how they’re doing, giving and receiving feedback, and finding common ground.

3. Foster a culture of continuous feedback

The agile methodology is based on continuous improvement. How will the individuals on your team improve if you don’t provide them feedback? Likewise, how will you improve if you don’t ask for, and accept, feedback from the team?

Feedback is a two-way street, and it only works if it’s constructive and continuous. Don’t wait until you have something negative to address — you need to regularly provide both positive and negative feedback. Doing this on a regular basis will help you and your team become accustomed to hearing feedback, so it won’t be jarring or off-putting when you do.

As the Scrum Master, you should foster an environment in which all members give and receive constructive feedback.

4. Hone your communication skills

Being in charge doesn’t mean you’re always doing the talking. The opposite is true: Great leaders are great communicators. As a leader, you need to constantly listen to your team, keeping both ears open for any issues your team or the individuals on it may be dealing with.

Actively listen to the concerns of the development team, and consider how each individual on your team prefers to communicate. Do they prefer bold and to-the-point interactions? Or do they need time to ease into a conversation? Everyone communicates a little differently, and understanding your team's preferences will help you make the most of each interaction.

Scrum Masters need to hone their communication skills in order to be effective leaders for their teams. Regularly assess your communication style and its effectiveness, and ask your team for feedback on how you are doing.

5. Make the most of every retrospective

The retrospective is the final event of a Scrum. They are an incredibly important part of the Scrum process, and they should not be overlooked, rushed, or underutilized. As the Scrum Master, you need to take responsibility for making sure retrospectives are effective and occur after each Scrum. Go in with a plan to make the most of every retro meeting.

That doesn’t mean you need to take charge of everything. It’s helpful to let your team run the occasional retrospective. Everyone involved should continually contribute their own ideas to improve the meeting.

Collect regular feedback from your team on how they think your retrospectives are going. Ask for ideas on how they could improve, and change things up. Repeating the exact same questions and retrospective activities will bore your team and lead to reduced engagement.

For more retrospective perspective, read our five steps to holding effective sprint retrospectives.

6. Become a certified Scrum Master

A Scrum Master certification can take you from simple Scrum Master to masterful Scrum Master. While certification isn’t required to become a professional Scrum Master, it certainly helps.

Scrum.org, the website founded by the co-creator of Scrum, offers a three-part certification program called The Professional Scrum MasterTM. The program has three assessment levels that validate your knowledge of the Scrum framework and practical application of Scrum theory.

• The Professional Scrum MasterTM I (PSM I)
• The Professional Scrum MasterTM II (PSM II)
• The Professional Scrum MasterTM III (PSM III)

We’re also big fans of Pretty Agile’s SAFe training programs:

• SAFe Scrum Master SSM Certification
• SAFe Advanced Scrum Master

A certification is a great addition to your resume, and it will help you fine-tune your facilitation skills and Scrum knowledge.

Easy Agile for Scrum Masters

“Try and again try; that is how you do.”

The beauty of agile is that regardless of how many certifications or years of experience you have, there’s always more to improve. Agile is an iterative process in which learning continues from sprint to sprint and project to project. As a Scrum Master, it’s up to you to continue learning the craft and perfecting your facilitation skills, the Scrum Master role involves life-long learning.

Easy Agile builds products designed to help Scrum Masters and agile developers work more efficiently and effectively. Our tools are specifically designed for teams that use and love Jira but need more functionality in order to prioritize customer needs.

Try Easy Agile TeamRhythm to support your team agility from planning through to review. TeamRhythm supports user story mapping, backlog refinement, sprint and version planning, and team retrospectives, building a continuous cycle of improvement right in Jira. It’s a win-win-win for Scrum Masters, development teams, and customers. Try our products absolutely free for 30 days.

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.

Business agility alone is no longer enough to succeed in today’s rapidly changing digital age. To compete and thrive, companies need to deliver value at speed and remove anything that gets in the way of seamless workflow. SAFe® flow accelerators can be the key to unlocking this momentum – but how do you successfully apply them to consistently deliver value?

SAFe methodologist Rebecca Davis sat down with Easy Agile's Jasmin Iordanidis to reflect on the concept of flow and business agility. In this article, we share their tips on how to accelerate flow in your organization. You'll learn:

• Why you need a flow mindset for flow accelerators to be successful
• How improving flow improves customer outcomes
• How to work with flow accelerators

Why flow begins with having the right mindset

Under the SAFe® framework, flow is present when a company can quickly, continuously, and effectively deliver quality products and services that deliver value. This requires all individuals and teams in the value stream to be working optimally with minimum delays and rework, an approach that is significantly different to the traditional ways of work.

“Mindset is big when it comes to working in this way,” said Rebecca. “Rather than simply following policy or the way things have always been done, people need to have conversations and ask questions to find ways to improve. And that means everyone in the company, whether you’re at the team or solution or executive level, needs to really understand and live these principals”.

This makes cultivating a flow mindset of open communication and information sharing across all teams and levels essential. It helps pave the way for accelerated feedback loops that help identify blockers early, rectify issues fast, and facilitate continuous, seamless workflow.

How improving flow improves customer outcomes

SAFe® flow accelerators help work flow through the system without interruptions so your company can deliver continuous value in the shortest amount of time as possible. They do this by helping to remove interruptions, progress work quickly, and create a smooth workflow, which together improve productivity across the value stream. “Accelerators are tangible levers you can pull to improve flow,” said Jasmin. “You can apply metrics to each accelerator so you can quickly assess whether it’s working and adjust accordingly”.

This improved productivity generally leads to improved output from your people. “By removing blockers, you can give people in your business more time to do the work that makes them happier and that makes a difference,” said Jasmin. “They can do more deep work - in whatever form that looks like for them – and ultimately, this leads to improved customer outcomes”.

What are the eight SAFe® flow accelerators?

The SAFe® framework includes eight flow accelerators, with each designed to address a specific activity that interrupts value flow.

1. Visualise and limit WIP: Too much WIP confuses priorities, overloads people, and reduces productivity. Continually adjust WIP to better match demand to capacity and help increase flow through the system.
2. Address bottlenecks: Bottle necks cause the value stream to operate well below capacity. Focus on eliminating dominant bottlenecks by adding additional skills, people, or other resources.
3. Minimise handoffs and dependencies: Excessive handoffs and dependencies can cause rework and delays. Create teams and ARTs with all the knowledge, resources, skills, and decision-making authority to create an end-to-end flow of value.
4. Get faster feedback: Fast feedback helps speed up learning and improvement. Build mechanisms and processes to collect, analyze, and evaluate data early in the development process.
5. Work in smaller batches: The smaller the batch size, the faster teams can collect and evaluate feedback and adjust. Optimize size by balancing the trade-offs between holding cost and transaction cost.
6. Reduce queue length: Long queues lead to waste, delays, and information decay. Start tracking queue length and keep backlogs short to create flexibility to work on new high priority tasks.
7. Optimise ‘time in the zone’: People and teams in the zone demonstrate higher creativity, productivity, happiness, and fulfillment. Focus on creating an environment where workers have time and space free from interruptions.
8. Remediate legacy policies and practises: Legacy policies can become part of the culture and inhibit flow, even when they are no longer fit for purpose. Take steps to identity these policies then eliminate, modify, or mitigate.

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‍4 steps to winning with  SAFe® flow accelerators

1. Build a hypothesis

The first step is to build your hypothesis. Clarify what you believe will change and think about when you might first see if flow is moving in a different way to how it was before.

TIP: Start conversations and gather insights from the teams that will be directly impacted by these changes.

2. Choose high-impact accelerators

When choosing which accelerators to focus on, you’ll need to start with reading, digesting, and understanding them all. You can then take these learnings and start conversations with people on the ground to get an idea of where improvements can be made. “There are no sequential steps to follow when it comes to the accelerators,” said Rebecca. “Once you’ve found areas of improvement, you can self-select which accelerators you think will have the most impact and start working with those”.

TIP: Remember if you can’t see it, you can’t accelerate it. So, if you don’t know where to start making improvements, look out for any friction points or gaps in the value stream.

3. Decide when to check progress

“There’s no one-size-fits all answer as to when to check whether an accelerator is improving flow,” said Rebecca. “How long you need to wait depends on the action and the insights you gathered when building your hypothesis”. This means that for some actions, you can check whether flow has improved the next day while others may take a few weeks to see results.

TIP: Identify the earliest moment you can look back and see that something has changed and note this as your time to check in.

4. Use flow metrics correctly

It’s important to remember that flow metrics are not to be used as punitive measures but instead as a marker to measure whether an accelerator has improved flow. For many people, this requires a mindset shift away from thinking that if something goes wrong or if it fails, it didn’t work. And that means that sometimes, there may be a risk that the metrics may be used in a negative way.

“It helps to understand that sometimes people fall back on old behaviours when things get hard – and that includes people in leadership positions,” said Rebecca. “So be honest and courageous if you see metrics used in a negative way. This can help the team get back to the reasons why the metrics are being used in the first place”.

TIP: Build and maintain trust by clarifying how each metric helps improve outcomes and deliver value. If there is no clear link, then consider dropping it.

Accelerating flow helps teams focus on delivering value

Creating time and space for teams to focus on producing value can help your organization respond more quickly to changing customer needs and business conditions. SAFe® flow accelerators can help remove unnecessary work and blockers to create an environment of continuous improvement, optimization, and consistent value creation.

To improve flow across your organization, learn how Easy Agile Programs empowers your organization to visualize where you may have conflicts or risks to work not progressing and to easily unblock these so teams can maintain momentum and continue to deliver value.

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If you have been running retrospectives for some time prior to 2020, you may be familiar with the follow agenda for a 1 hour session:

It is quite possible that as your team transitioned to working remotely from 2020 onwards, that retrospectives were still run in realtime but in a virtual setting using Zoom/Teams/Meet rather than in person.

Here at Easy Agile where we have flexible work arrangements, most team members usually spend 1-2 days a week in the office, though we now also have team members working interstate who are 100% work from home. As a result, all our teams really value their F2F meeting time whether it be in person or virtual, so we try to maximise that F2F time as much as we can for those important debates and conversations where the entire team can listen and participate in real time.

How Easy Agile uses TeamRhythm retrospectives to maximise team time

1. Team members can add items to the retrospective board anytime during the sprint

The team is reminded and encouraged to add items to the retrospective board at any time during the sprint, whenever it is top of mind. This can be done asynchronously without any time constraints. Items added like this tend to be worded better because it has not been rushed within the timebox of a traditional retro setting. Capturing the item when it’s top of mind ensures that these items are less likely to be forgotten when the team sits down together to run the retro at the end of the sprint.

2. The team self reviews the retro board during the sprint

The team can review the items on the retro board during the sprint and ping the author of a particular item if they are unclear as to the content of the item. With this feedback and over time, Easy Agile teams have learnt to write in a more specific manner where the item is less likely to be incorrectly understood.

3. Facilitators categorize items before the meeting

Grouping and sorting retro items during the meeting itself can often be a rushed and sometimes stressful event, especially if it is left to just the facilitator to do it while running the meeting at the same time. At Easy Agile, the nominated retro facilitator looks at the items of the board ahead of time and uses categories to label and group like-minded items together.

4. Face to face time are primarily for debate and action setting

Easy Agile retrospective meetings now mainly focus on reviewing and discussing those retrospective items already pre-labelled into specific categories, and deciding on what actions need to be taken in order to improve on future sprints.

The timing of a retrospective at Easy Agile now typically looks like this:

Wrapping it up

By encouraging the team to capture any lessons/thoughts they would like to share during the course of a sprint by capturing it as soon as it comes up on that sprint’s retro board, the majority of the time spent during the retrospective meeting at the close of a sprint focuses on meaningful conversations, ideation, candid feedback and debates and more thoughtful actions.
Less time is wasted with the team sitting silently trying to recall what worked or didn't work during the last two weeks and then having to type it out quickly and have it make sense to the rest of the team.

Just one more thing…

By the time you read this, we will have provided users with the ability to add items to a retrospective board directly from the Jira issue viewer, so now the friction to add a retrospective item is reduced by one less step.

And we also plan to provide the option to display any outstanding retrospective actions from previous sprints on the current retro board.

How do you and your teams run retros? Do you have any tips that you would like to share with us? We would love to learn from you as well. Please email us at hello@easyagile.com with subject: Retro tips.

Software development is incredibly dynamic and results-driven, with rapid innovation and technology changing all the time. So if you want to keep with it all – just like you do with the Kardashians – you need a flexible way of working that suits your organisation. If you’re struggling to work out how to coordinate multiple agile teams and scale agile transformations, Scaled Agile (SAFe) might be for you.

But what exactly do we mean by SAFe, and how can it help your enterprise work better together and more effectively serve your customers?

Read on as we discuss the differences between SAFe and agile and how you can use SAFe within larger companies. Below, we’ll cover why agile is still best for small teams and why enterprises should consider scaling up.

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What is SAFe?

Scaled agile framework, or SAFe, makes it easier for large enterprises to implement lean agile practices to improve their product and meet stakeholder requirements.

SAFe is a body of knowledge that has structured guidance on roles and responsibilities, work planning and work management, and core values.

SAFe is a combination of different agile practices, but it introduces one unique aspect: lean thinking.

Lean thinking should ensure no resources go to waste during the software development process. Trust us, your thrifty side will thank you. #ZeroWaste 💃🏼

SAFe also encourages people to apply systems thinking to three crucial areas: solutions to pain points, workflow management, and revenue streams.

Here, solutions refer to products, services, or systems that are delivered to the customer. Large solutions have several interconnected parts, so managers need a broader approach to see how they fit into the bigger picture.

People who follow the SAFe framework should think about the involved stakeholders and processes. If any organization wants to optimize how their teams work, they need to become cross-functional, remove silos, and make new working arrangements with suppliers and clients.

This can be a big change for many large companies with poor cross-functional collaboration.

The enterprise also has to define how value flows from concept to cash in the solution department value streams, which is a series of steps used to create value in SAFe. Plus, it's management’s job to maximize value flow across organizational as well as functional boundaries.

People often confuse agile to be the same as SAFe, but they have some key differences.

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SAFe vs. agile: How do they differ?

Agile is a repetitive product development method that helps ensure the continuous delivery of tasks assigned. In other words, it's like Monica from Friends. She’s reliable and good at what she does.

In agile, cross-functional development teams work off a single backlog and break work into sprints, which means breaking down tasks into time-defined, smaller groups. This makes every person aware of what is expected of them, which, in turn, promotes productivity and increases the likelihood of better results.

That said, agile is mainly designed for smaller teams. Think 10 or fewer people. But if you’re an enterprise, don’t start sweating yet. In its simplest form SAFe is an agile framework for businesses that operate on an enterprise level. Enterprises are usually corporations that have hundreds, if not thousands, of employees and teams. So the number of people engaged is definitely larger.

The benefits are different as well.

Agile provides project managers, leaders, sponsors, and customers with various benefits, including faster turnaround time, resource wastage reduction, improved strategic focus on customer needs, better team collaboration, and feedback.

The biggest advantage of SAFe is it’s suited for enterprise problems. It keeps the size of the teams in mind as it helps increase productivity, make efficient project framework planning, and quicker codification of agile practices.

Having said that, SAFe and agile aren’t exactly on different planets.

The essential SAFe and agile core values are similar – but they aren’t exact. SAFe principles prioritize the following four:

• Alignment
• Transparency
• Built-in quality
• Program execution

Whereas, the core values of agile include:

• Customer collaboration over contract negotiation
• Faster response to change over a plan
• Working software of work comprehensive documentation
• Individuals and interactions related to processes and tool

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So, SAFe inspires lean-agile decision-making across large product management projects, while agile development promotes self-organizing, autonomous teams..

Organisations operating on a larger scale should consider scaling agile – which is exactly what SAFe is. Keep reading as we discuss this in more detail.

Why enterprises should consider scaling up from agile

Before discussing SAFe further, you have to understand what happens to relationships and communication when teams get larger.

The larger the team, the greater the number of relationships. Every new person adds some individual perspective to the team, but they can also increase overhead communication.

Let’s explain things from a mathematical point of view.

Imagine a team that consists of seven members. The total number of one-on-one relationships within the team is 21. But when you increase to nine members, the relationships between every individual becomes 36. Yep, that's the difference it can make! *mind blown*

How does SAFe serve larger teams better?

You may already be familiar with Scrum and Kanban – both of which are agile frameworks and are most effective at the individual team level in sectors primarily born out of software development, including DevOps and portfolio management.

It also means that adopting these perspectives when multiple teams are involved won’t be useful. #Frustration 😔 Although large-scale scrum is a possibility, product owners and product managers often look for other solutions.

SAFe goes beyond the team level, which, in turn, results in better alignment across teams and workload visibility. You're also able to make better predictions related to dynamic market conditions and ever-changing customer expectations.

*enter PI Planning or program increment planning*

PI Planning within SAFe can ensure better collaboration and decision-making between teams. Team leaders can decide on features to work on next, identify dependencies, and develop a new plan for program increment in a much more effective and efficient manner.

So teams work with each other and not against. #Win 🥳

A full SAFe adoption can solve enterprise pain points and boost competencies

Keep reading as we discuss how SAFe solves large enterprise pain points in a way agile alone cannot.

Make processes configurable and scalable

Implementing SAFe for larger teams isn’t difficult – all you need to do is add a layer to the process map. And take your patience levels up a few notches. These changes can help the team visualize how the different teams can continue to work together harmoniously after any change.

In other words, business agility won't have to be compromised.

The Agile Release Train (ART)

An ART enables Scrum and Lean teams to experience the benefits of proper process alignment that the Program and Portfolio processes expand upon as the team starts to grow.

Clearly defined processes and roles

It’s normal for teams to face problems, but with SAFe, they'll get a better idea of how to solve them by improving their thought processes and utilizing specific tools.

What's more, the SAFe website has an in-depth explanation of concepts along with process maps that serve as visual aids to understand the said concepts and processes.

Scaled Agile improves team collaboration

SAFe helps large organizations carry out large-scale, mission intensive projects better. The combination of existing lean and agile principles can play a very positive role in facilitating better communication and control between multiple teams.

As a proud Scaled Agile Platform Partner, Easy Agile Programs enables Release Train Engineers and Program Managers to effectively manage programs at a ‘team-of-teams’ level to deliver alignment at scale.

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If you want to learn more about agile teams and frameworks, we have plenty of guidance that can help you ensure better results for your organization.

You’ve come to the end of your sprint. Your team planned and prioritized the most important tasks and executed them as well as possible. It’s just almost time to begin planning again, and jump into the next sprint...

BUT — there’s a critical step you've overlooked. The team retrospective meeting.

What went well? What didn’t go well? What do you need to improve upon for next time?

We built this guide based on years of agile training and software development experience. Our ultimate guide to retrospectives has everything you need to run effective retrospective meetings, including the benefits of retrospectives, how to run them well, and extra resources.

An intro: what is agile?

But first, a review of agile. If you’re already familiar, feel free to skip ahead to the next section on retrospectives.

One of our favorite ways to differentiate the agile methodology from traditional, waterfall project management is to compare the approaches to jazz vs. classical music.

In classical music, a conductor brings a piece of music to an orchestra. The conductor guides the group through the piece, dictating exactly what happens where and when based on their own previously decided ideas. It’s a lot like traditional project management. A project manager creates a plan, brings it to their team, and tells them how to carry it out. Each step plays out as it was designed to, under the careful observation of the project leader.

Now, consider jazz music. Jazz is collaborative, with each bandmate feeding off of each other in a flexible environment. The band doesn’t go in completely blind. Everyone is working off of a piece of music — but it’s not strictly adhered to, allowing for new directions to be discovered in the moment. The band, just like an agile team, works together to create music flexibly and iteratively, with each iteration a little different — and hopefully even better — than the last.

💡 Learn more: Agile 101: A Beginner's Guide to Agile Methodology

Traditional project management isn’t flexible. Instead, team members must work in a sequential order that’s dictated by the original plan and project manager. Think of an assembly line. The same steps are followed from project to project. The linear structure means that if one piece of a project stalls, the entire project stalls.

Agile, on the other hand, is non-linear. It focuses on collaboration between team members, flexibility, and delivering consistent value to stakeholders throughout the development process. Each new iteration yields actionable insights about what’s working and what isn’t. This multidimensional way of working eliminates the bottlenecks and dependencies that are common with traditional project management.

What is a retrospective?

Retrospectives are a staple of many agile processes. They can be a critical moment for teams to come together and provide feedback about how processes can improve. Retrospectives keep the agile process — well — agile and encourage continuous improvement. No matter how well the last sprint went, there is always something that can be improved upon for the next iteration.

Agile retrospectives help agile teams gather data and feedback from those involved in the Scrum process. In Scrum, a retrospective is held at the end of every sprint, which is generally every two weeks. The retrospective is a chance for all team members to share what went well, what didn’t, and what could be improved upon for next time. The insights are taken into account in the next planning session to ensure teams learn from their mistakes, successes, and each other.

How retrospectives fit with Scrum

Retrospectives are conducted in a variety of agile methodologies, but for the purposes of our Retrospectives Guide, we’re going to discuss retrospectives within the Scrum process. It’s one of four critical meetings used in Scrum, coming at the conclusion of each sprint. So, how are retrospective meetings utilized in Scrum?

Scrum artifacts

Artifacts are the pieces of work the team completes over the course of the sprint. The product backlog is a compilation of tasks that the team believes need to get done in order to complete a product or iteration of a product. The product backlog is large and not very refined.

Items from the product backlog get moved into the sprint backlog when it’s time for them to be completed. The sprint backlog represents everything the team hopes to accomplish over one sprint, which generally lasts for two weeks. The sprint backlog is more refined — it focuses on the current state of the product, stakeholder feedback, and customer needs.

Scrum roles

There are three Scrum roles, and each has different duties within the Scrum framework. The product owner prioritizes the work that needs to be completed over the course of each sprint. They refine and prioritize backlog items, moving the necessary product backlog items into the sprint backlog.

The next role is the Scrum Master, who guides the team during the two week sprint, ensuring the Scrum framework is adhered to. This person is an expert in all things Scrum and can act as a facilitator during daily stand-ups and other important meetings. The Scrum Master tends to play a key role in leading retrospectives.

Lastly comes the development team. They make up the bulk of the team and complete the work set out in the sprint backlog. The development team participates in planning, attends daily stand-up meetings, and delivers work to the client and stakeholders.

Stakeholders and customers, while not directly on the Scrum team, play important roles in the Scrum process. Stakeholder and customer needs must always be at the forefront of development decisions. Stakeholders should be brought in early and often to provide critical feedback as a product is being developed.

Scrum ceremonies

The Scrum ceremonies are the events that take place within the Scrum framework. First comes sprint planning to set the stage, then daily Scrums or standup meetings, followed by a sprint review and a sprint retrospective.

The sprint planning meeting is when everything gets set up for the next sprint. Sprint planning meetings are opportunities to prioritize backlog items and get the entire team aligned on their goals for the upcoming two weeks. Without planning, the team won’t have clear goals, and they won’t know what tasks to tackle next.

The daily stand-up, sometimes called a daily Scrum, occurs every day of the sprint. The entire team participates in this daily meeting that updates everyone involved in the sprint. During the meeting, team members update each other on what they accomplished over the past 24 hours and what they hope to accomplish over the next 24 hours. This time also serves as an opportunity to discuss any issues that occurred or potential roadblocks that could prevent work from moving forward smoothly.

The sprint review meeting happens at the end of the sprint and is an opportunity to discuss the success of the sprint based on what tasks are considered “Done.” The sprint review can also bring stakeholders into the Scrum process to ensure everyone still aligns on where the product is going and what should happen next. Stakeholders provide invaluable insights that ensure the team stays on track to meet customer needs.

The last ceremony in the Scrum framework is the shining star in our guide. The sprint retrospective meeting arrives at the end of every sprint. It’s a critical meeting that helps the team improve from one sprint to the next. It allows team members to share what went well, what didn’t go so well, and what could be improved upon for next time.

We’ll dissect the elements of a good sprint retrospective throughout the rest of this guide.

💡 Learn more about the differences between these four meetings in our article: Agile Ceremonies: Your Guide to the Four Stages.

The benefits of retrospectives

Retrospectives put the iterative in agile. They provide a focused time for teams to learn from the past and each other so they can constantly improve the development process. Retrospective benefits are vast, and they trickle down into all areas of development. The insights from a retrospective can improve productivity, team dynamics, team trust, customer value, and the overall Scrum process.

Retrospective benefits include:

• Documenting feedback in real-time after each sprint
• Exposing issues from the previous sprint that are holding the product or team back
• Aligning the team around the most important issues
• Giving everyone involved an opportunity to express ideas, thoughts, and experiences
• Informing leadership of potential roadblocks
• Bringing the team together around common goals and action items
• Establishing a safe space for sharing positive and constructive feedback
• Encouraging a continuous improvement mindset
• Helping product owners make decisions for the next sprint
• Setting the team on a positive path for the next sprint

6 Effective retrospective techniques

Now that you know why retrospectives are so important to the agile process, it’s time to dig into how to run them effectively. Use our 7 retrospective techniques for a smooth meeting that keeps everyone engaged and always results in quality insights.

1. Choose a time that works for everyone and stick to it

It’s important that every member of the Scrum team participates in the retrospective. This means holding it when everyone is available, whether that’s in-person or virtually.

Get feedback from your team about the best time to set this meeting. It should take place right after the sprint ends but before the planning meeting for the next sprint. This can be a tight window, which is why it helps to schedule this meeting at the same time every two weeks.

Consistent meeting times help ensure the meeting actually happens and that an optimal number of team members can attend.

2. Find new and creative ways to acquire feedback

The Start, Stop, Continue format can take many forms, but the general process is the same. The team discusses what they want to start doing, what they want to stop doing, and what they want to continue doing in the next sprint. It’s a simple framework that addresses both what went well with the previous sprint and what could be improved for next time.

This is a tried and true method, but it’s also important to change up your format and ask different questions to keep the team engaged.

You are trying to acquire similar information each time (what to start, stop, and continue), but the way you gather that information can change and evolve. Add variety to your Scrum retrospective and mix things up every once in a while to keep everyone engaged.

Find new ways of asking similar questions, and bring in new ice-breakers that help the team feel comfortable discussing the past two weeks with honesty and clarity.

Other versions of “Start, Stop, Continue” include the Rose, Bud, Thorn exercise, where team members discuss something positive about the experience, a “budding” opportunity that can be expanded on for next time, and something negative about the experience that should be improved upon. Another alternative is the Anchors and Sails exercise. What about the last sprint weighed or anchored the team down, and what positives put wind in their sails, so to speak?

Boring retrospectives will make team members dread the meeting and will lower participation significantly. If participants aren’t engaged, they won’t contribute as openly, and they won't take ownership over the process.

Mixing things up is also a good way to uncover insights the team hasn’t considered before. New questions will spark new ideas, issues, and solutions that otherwise would not have been discovered.

3. Ensure all voices are heard

All voices need to be heard in the retrospective. It’s the responsibility of the meeting facilitators to make sure everyone has a chance to speak during the meeting and that loud or dominant personalities don't overtake the conversation. They have to be heard too, but not at the expense of more introverted team members.

If you notice some members of your team do not participate, start asking them direct questions. If this only makes them retreat further into their shell, take them aside at the end of the meeting for a one-on-one conversation. How can you make the meeting environment more comfortable for them? What will best enable them to collaborate effectively? Ensure this is framed in the right way so it doesn't sound like they're in trouble but rather like you value and appreciate their input.

4. Establish a comfortable environment

Ensure the retrospective feels safe and comfortable for everyone involved by instilling trust, collaboration, and open dialogue. Each team member should feel like their voice is important. It should be a place of positivity, not a chance for team members to dunk on one another. It’s up to the facilitator to ensure everyone is comfortable.

There should be room for everyone to speak. The whole team should feel like they can express their thoughts and opinions about what happened over the course of the sprint. If people feel uncomfortable or think their voice won't be appreciated or heard, they will hold back and not actually express their honest feedback.

This is detrimental to the process, as it can leave recurring issues to fester and worsen over the course of future sprints. It is in everyone’s best interest to be open and honest and to hear everyone out. The goal of a retrospective is to solve issues, prevent roadblocks, and improve the team’s processes. If team members are silent or dishonest about how they feel things are going, nothing will be solved.

Comfort plays a big role in how honest everyone will be. Ensure everyone is respectful and that speaking time is shared across the team. Take time building trust and allowing the team to get to know each other. A team that trusts one another can work together and build each other up — and you’ll be able to manage issues before they begin to hinder productivity, team wellness, or the Scrum process.

5. Document everything and create clear action items

If you don’t document it, it didn’t happen. Don’t rely on memory alone after the retrospective. Document the feedback team members provide, and ensure any important ideas or issues are brought to the next planning meeting.

Turn important insights into action items to make sure ideas are not lost. Ensure action items are specific and clear and that the whole team understands what “done” actually means for each task. Once an action item is created, make sure there is follow-up, ideally at the beginning of the next retrospective. Determine who is responsible for the action item and how important it is in the grand scheme of your product backlog.

6. Review your action items at the next retrospective

So, you’ve collected your and your team’s insights and made those insights into action items. The final step is addressing those action items during the next retrospective. Were they resolved, or did the same issues keep occurring?

It’s best practice to review your previous retrospective action items at the beginning of the next retro. Did the team make progress on the task? What else needs to happen? Do you need to follow up again at the next retrospective meeting?

What happens after the retrospective?

The retrospective may be the last meeting of the sprint, but it doesn't end there. Take those insights into the next sprint.

After the retrospective, the product owner reevaluates the product backlog and chooses what will go into the sprint backlog for the next round of work. They should consider past mistakes, successes, stakeholder feedback, and retrospective insights as they make decisions.

The sprint planning meeting comes after the retrospective and will help the team regroup and align on what they need to accomplish next. With each sprint, you will gain more information about the product, your customers, how the team works together, and your overall process. These lessons are taken into account to make improvements from sprint to sprint and product to product.

For better sprints, read our sprint planning guide, which includes everything you need to run efficient and effective planning meetings. ➡️ The Ultimate Agile Sprint Planning Guide.

Turn an action item into a Jira issue in just a few clicks, then schedule the work to ensure your ideas aren’t lost at the end of the retrospective.

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Retrospective mistakes to avoid

Collecting feedback may sound simple, but there are many ways a retrospective can go wrong — from overpowering team members to asking repetitive questions to failing to capture insights effectively. Read our list of common retrospective mistakes to make sure your team doesn’t drop the ball.

❌ Skipping or delaying the retrospective

Due to a lack of time or resources, teams may consider skipping the retrospective. This is a costly mistake.

Do not, under any circumstances, skip a sprint retrospective. This is a critical time when the team has a chance to improve their processes. Skipping a retrospective enables the status quo and encourages complacency. The agile process is about continuous improvement — without the retrospective, you lose a critical opportunity to learn about the strengths and weaknesses of your team and its processes.

Delaying the retrospective can also be detrimental to your progress as a Scrum team. It’s important that you gather insights right after the sprint ends — while the ideas and issues are still fresh.

Delaying the retro could result in team members forgetting how the process actually went, leading to bland feedback that lacks the kind of detail that can create positive changes. And if delayed too long, something else could come up that takes priority over the retrospective, meaning the meeting may never occur at all.

❌ Always asking the same questions

The Scrum process is repetitive by nature, but that doesn’t mean your retrospectives should be boring or unbearably dry. Sticking to the status quo is a huge mistake in retrospectives.

When you repeat the same meeting every two weeks, you need to add variety in order to keep the team engaged. As soon as you lose team attention, engagement will drop, and the quality of the feedback you receive will too.

When running a retrospective, check in with yourself and the team to make sure engagement and interest stay high. If you are losing people’s attention and find engagement is dropping, change your format or the types of questions to keep everyone awake, attentive, and on their toes. Switching up who facilitates the meeting is another way to add variety into the mix.

❌ Allowing some of the group to dominate the conversation

Every voice on the team needs to be heard, but sometimes it’s the loudest ones that come through, well, the loudest. 📢 Effective retrospectives require multiple perspectives to deliver fresh insights.

Don’t let a select few voices dominate the conversation. A domineering team member will use all of the meeting’s time and limit the insights you can gather. If every voice isn’t heard, problems with the process could persist throughout multiple future sprints, severely impacting the effectiveness of your team. Plus, those who aren’t as loud will feel less involved and undervalued.

❌ Failing to empower softer voices

Along with discouraging domineering behavior, you need to amplify the softer voices.

Some people will be less likely to engage, or they may be too shy or afraid to express their opinions in a group setting. Watch out for this. If you notice it, find ways to make those underheard voices heard. It could mean asking them questions directly during the meeting, or it could mean taking a shy team member aside after the meeting to collect insights one-on-one.

If they find the group or your process intimidating, make the necessary adjustments to ensure everyone feels comfortable expressing their thoughts about the sprint. A retrospective is a collaborative process. Do what you can to engage and empower every member of the team.

❌ Jumping to conclusions without discussion

A single statement from one team member isn’t the end of the conversation. When team members bring up issues or ideas, they need to be discussed as a team. Do others feel the same way? Is it critical that this idea be implemented immediately, or can it be put on the back burner for now? How does a particular insight impact the product or customer needs specifically?

Don't jump to conclusions without having a meaningful discussion. You can gather information from your team quickly without throwing off your set meeting timeline. Don’t let any one topic throw you off course, but ensure you aren’t overlooking anything. If the team agrees an idea has merit, turn it into an action item that can be followed up on at the next retrospective meeting.

❌ Not implementing insights into the next sprint

Unfortunately, this is quite common. A team holds a retrospective meeting and does almost everything right only to fail to thoroughly record their team’s insights and put them into practice.

The whole point of the retrospective is to help your team improve. If you don’t properly document the feedback you receive from the team and don’t put those insights into action, you’re not getting the most from your retrospectives.

Turn feedback and discussion topics into clear action items you can follow up on later. Take important action items and insights into your sprint planning meeting and check in at your next retrospective. Were you able to make progress on the previous retrospective’s action items? What roadblocks did you hit? Do the action items require any further attention or follow-up?

❌ Not improving your retrospective process

Even a retrospective could use a retrospective! 🤯

Every now and again, take time to review your retrospective process. Ask your team to provide feedback on how they think the meetings are going. What do they like, what do they not like, and how do they think the retrospective meetings could improve?

You can improve on each aspect of your agile process. Go straight to the source to gather the opinions of those involved in the meeting. Do team members feel heard? Have issues been addressed to their satisfaction? Have the meetings grown stagnant?

When it comes to improving your retrospectives, your team has the data. Do not hesitate to ask.

Just because retrospectives come last in the Scrum process doesn’t mean they aren’t important. Don’t lose steam as you cross the finish line. Hold a retrospective at the end of every two-week sprint. Ensure each sprint retrospective includes insights from each team member and that insights are documented and transformed into clear action items.

📚 Additional resources

We have a wealth of free resources on the Easy Agile blog, and we continue to add to it every week. We recommend checking out our other guides as well as our top-performing agile content.

• The Ultimate Guide to PI Planning
• The Ultimate Guide to User Story Mapping
• Product Roadmaps: Your Guide To Why and How To Use Them
• The Difference Between a Flat Product Backlog and a User Story Map
• What's the Difference Between Kanban vs. Scrum?
• DEEP: The 4 Characteristics of a Good Product Backlog

Thanks for reading our ultimate retrospectives guide! 👏 If you have any questions about this guide, our other content, or Easy Agile products, reach out to our team. We love talking to teams and individuals about agile and how to work better together. We’ll continue to update this guide as we gain more retrospective insights, techniques, tools, and best practices.

Using Easy Agile to improve your Agile process

If your sprint retrospective isn’t effective, your next sprint will suffer from the same issues. It is imperative that Scrum teams gather at the end of each sprint to discuss what went well, what didn’t go so well, and what can be improved on for next time. Otherwise, you invite complacency and stagnation into your Scrum process — the antithesis of agile.

Improve your Retrospectives with Easy Agile TeamRhythm. The Retrospective features in TeamRhythm help your team stay on the path of continuous improvement. Watch the highlights tour to see how Easy Agile TeamRhythm makes sprint planning, managing your backlog, and team retrospectives easier. Visit Atlassian Marketplace to start your free, 30-day trial today.

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?

Want to empower your team to implement the Scaled Agile Framework (SAFe)?

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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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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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Scrum teams create release plans to support successful product releases. This helps them maintain their focus on the product vision and feature deliverables.

Here, we’ll explore the definition and purpose of agile release planning and its essential template elements.

Find out what goes into creating a planning meeting and how to set your Scrum team up for successful product releases.

What is agile release planning?

Because software projects are unpredictable, release planning helps team members prioritize their workflow. A release plan focuses on getting specific product features ready for the market. It should examine the product scope, the release date for feature completion, and the resources needed for each release.

The development team then looks at the feedback from earlier product iterations to guide their planning. Product owners and Scrum teams get together to discuss the agile release plan. That’s because team members need to understand what level of product functionality must go into their work. They also need to understand work effort to plan their deadlines for each product increment.

Instead of planning for a significant product release, team members divide the project scope into short sprints or iterations. Many Scrum teams use Jira software to help them plan their sprints, as it helps everyone see the project status at any time.

Creating a prioritization list ensures that team members focus on the most vital product versions the Scrum product owner prioritizes.

What is the purpose of the release plan?

Project release planning helps software development teams plan, direct, and release each project in increments to serve the customer experience. Teams often use this methodology for short sprints of product development.

Release planning provides agile and Scrum teams with a solid direction to complete their projects. Team members also use this opportunity to use sprint feedback to create increments that align with the next release’s project roadmap.

Getting the product plan together

Release planning seems complex, but with some foresight, it can be simple. Let’s review each part of the process.

1. Who leads the release plan?

Typically, the product development team takes its lead from the Scrum master or the product owner. During the meeting, this leader will raise questions about the product backlog to ensure that sprint discussions align with the final product.

All the product stakeholders should participate in the release plan to ensure their feedback is taken into consideration. Without input from everyone involved in the product development, the team risks missing out on vital information to keep the product roadmap on track.

2. Agile release plan aspects

While the release plan is meant to be agile, it also follows a strict process to ensure that teams keep the product roadmap in sight.

Agile teams take all the sprint planning discussions and evaluate these to detail new product deliverables. Although most organizations will use various approaches in their release planning process, each sprint review should include the following aspects:

• The agreed product development releases at each stage of the sprint
• A direction for each new product release
• Specific current and future iterations due in each upcoming release
• What features and functionality should accompany the iteration
• Specific task requirements for each feature delivery to meet the release goal

By going through an in-depth release planning process, software development teams harness the value of these sprint meetings. The ability to rapidly change direction as necessary ensures the team releases the best possible product.

This constant iteration in each sprint review is also valuable in the dynamic environment of product development.

This level of planning, combined with an iterative schedule to account for the dynamic nature of software, is what makes Agile product development so valuable.

3. Sprint meeting discussions

Sprint meeting discussions revolve around user stories, product backlog, and product backlog items. Scrum release planning also considers other issues such as dependencies and product functionality. Other aspects that the team speaks about involve the next release and the number of sprints they must complete and deliver.

Essentially, team members must keep the product vision in mind for effective release planning. This vision helps team members isolate minimum market sprint feature batches and their release dates.

Sprint meeting discussions should include:

• Release plan prioritization of impending new product features and functionality
• Evaluation and inclusion of stakeholder feedback for each sprint
• Detailed descriptions of sprint deliverables and whether these fall into the category of product short-term increments or major longer-term releases
• Which product version will be ready for release and the ideal sequence of product releases to achieve each release goal

Development teams build several product versions. After creating these versions, they prioritize them to release the most important ones to users.

Part of the purpose of release planning is to ensure that all stakeholders are on the same product development page. Another element of these sprint planning meetings is to drive ownership and acceptance of the product vision.

Development of the release plan

There are four steps that software development teams follow to create their product plan.

1. Creating the vision

First, you need to define the vision for the product. Creating a clear vision produces a roadmap for the team to follow in each consecutive sprint. This vision should align with market demand and the product owner’s goals.

It also encourages team members to sift through which features they should prioritize. Similarly, the product roadmap helps teams evaluate the resources they need during the sprint review. Product planning also enables teams to be flexible. Planning reviews ensure direction changes to accommodate ongoing increments to achieve overall release goals.

2. Prioritization of the product backlog

After defining the vision, team members focus on prioritizing features in the product backlog. Here, stakeholder inputs must align with the vision to successfully implement user stories. User stories are vital to the process as they provide the background for detailing product features or functionality.

The product manager provides the team with direction at this stage to outline a viable release plan. This release plan must include the product release goals, release dates, and prioritization of user stories.

3. Set the Scrum planning meeting

The next step in the planning meeting is for the stakeholders to review the plan. Team members now have the chance to adjust deliverables in line with the vision.

Everyone must agree to the release plan at this stage before they can move forward to the next release.

Meeting agenda

Setting up a meeting agenda helps manage the release plan. The essential elements of the agenda for the Scrum framework include:

1. Product plan assessment

The Scrum team reviews the product roadmap to ensure that everyone accepts the product vision and goals.

2. Architecture evaluation

With each release, the Scrum team and product owner evaluate the previous sprint’s architecture. They examine the technical details of the product development and discuss any potential problems that can impact the product release.

Scrum teams go over the scope and estimates of their release plan. Team members determine whether their planning includes the risk of technical debt and if they can complete certain task aspects, such as documenting their work to meet deadlines. Stakeholders also review dependencies that can influence the product versions’ functionality.

3. Velocity and iteration assessment

Scrum teams go over previous iterations to review their velocity estimates. They align their estimates with the suggested iteration schedule to ensure they cover all vital elements.

The product manager controls this assessment to ensure points are assigned to user stories. Assessing user stories and assigning points demonstrate the level of effort the team must invest in each iteration. The total number of story points then represents the estimation of release dates for each sprint release.

An iteration schedule is built by the agile team to determine their velocity for the current and subsequent sprints during this assessment.

The team creates the release scope, which includes all the necessary releases. The Scrum master assigns work to each team member, and all the stakeholders agree to the plan before moving to the next step.

4. Agreement on the definition of done

The team members must now discuss what will qualify as the definition of done for each feature release. Team members must consider whether their evaluation of user stories meets all the product owner's acceptance criteria for release. Once they can prove the acceptance criteria are met in their assessment, they will know that a release completion is valid.

The definition of done must confirm that team members have completed all their assigned tasks for the user story. Team members must also record each task so that the product owner can assess their work.

5. Populate the product release schedule

The project manager can now populate and complete the release plan schedule. All stakeholders should be able to access the calendar to track progress. This release plan schedule helps everyone stay focused on product deliverables and release dates.

Get help with your release planning

Agile release planning is a vital part of the software development team’s success. Create a comprehensive agile release plan for minor or major releases, and you make your life simpler for an upcoming release.

Focus on the release plan calendar helps keep product owners and team members aware of the overall product vision.

Most Scrum teams can use a little help in creating their release plans. At Easy Agile, we offer Jira software that helps Scrum teams execute their release plans to perfection.

Easy Agile TeamRhythm supports collaborative release planning in Jira. The highly-visual story map format transforms the flat Jira backlog into a meaningful picture of work, making it easier to manage your backlog and plan your release.

Roadmaps help agile teams produce great products. They’re iterative, visual, collaborative, and they can be created directly in Jira. We designed the simplest roadmapping tool for Jira to bring the benefits of roadmaps straight to agile development teams. Use the Easy Agile Roadmaps app to create product roadmap templates that are simple to use, flexible, and integrated directly within Jira.

In a previous post, we shared a quick guide on how to create a Jira roadmap using Easy Agile Roadmaps. If you haven’t used Easy Agile Roadmaps yet, start there to install a free 30-day evaluation and create a product roadmap in Jira.

This post will cover some of the key features of our app, including how to synchronize your roadmap, schedule work from your backlog onto the timeline, create theme swimlanes, and visualize key date milestones.

The benefits of roadmapping

Roadmaps are extremely useful. Here are just a few of the things they can do:

• Provide a big picture vision for agile teams
• Provide a visual summary of the product development process
• Communicate strategic initiatives and business objectives
• Allow for real-time iterations
• Provide a clear time frame to keep product strategy on track
• Ensure short-term goals are met as soon as possible while still keeping an eye on long-term goals
• Help product managers oversee and organize product releases
• Track important release dates and product launches
• Keep everyone up-to-date on broader business goals
• Illustrate both a detailed and high-level overview of deliverables
• Help product managers and team members see dependencies between issues
• Help development teams bring constant value to external stakeholders

Plus, when you create a Jira roadmap, you have quick access to your product plans, and you always know exactly where your roadmap lives — right in our app. No more chasing down Gantt Charts or looking for one-off PowerPoint presentations!

Easy Agile Roadmaps: configuration, themes, markers, and PDF export

We designed the simplest and most flexible roadmapping tool for Jira to help agile teams work better together. Easy Agile Roadmaps create a flexible, iterative, and easy-to-use visual timeline of product development, allowing product owners to sequence the most critical features for customer delivery.

Watch our demo or follow the instructions below to:

• Synchronize Jira start and due date fields
• Schedule issues on the timeline
• Add swimlane themes
• Configure version and date markers
• Export the roadmap as a PDF

Synchronize Jira start and due date fields

We require users to specify which date fields should be mapped directly to the roadmap for a synchronized roadmapping experience. You’ll need to choose your date fields since multiple custom date fields may exist, such as project start and end dates or contract start and end dates.

A Jira administrator is required to map date fields.

Navigate to the Jira administrative cog and click “Manage apps” from the dropdown menu. Down the left-hand side of the manage apps page, find “Easy Agile Roadmaps,” and click configuration. Here, you can select the desired date field.

In each dropdown menu, you will see all of the available date fields to choose from on your Jira instance. Next, ensure that both of those date fields are associated with the screens used by your product teams.

Once installed, Easy Agile Roadmaps can be found in the project sidebar for every Scrum and Kanban agile board. Clicking on the roadmap icon in the project sidebar will load your roadmap for your selected board. From the dropdown menu in the top right corner, you have the option to view your roadmap from a weekly, monthly, or quarterly timeline scale.

Schedule issues on the timeline

After loading your roadmap, two theme swimlanes are present on the roadmap. The first is an example roadmap titled “My theme” that can be renamed. The second is a swimlane called “issues without themes.” Any issues populated within your selected date fields will appear on the timeline in a swimlane titled “issues without themes,” located at the bottom of your roadmap.

You can use the drag-and-drop functionality to move any issue to a different theme or place it on the timeline.

Issues from your board that have not been populated with start and due date fields can be added to your roadmap from the issues panel. Click on the blue “Issues” button in the top right corner of the roadmap, and simply drag an issue from the panel onto the timeline to schedule it on your roadmap.

Issues can be resized to show their expected start date, duration, and end date. To resize an issue, drag the left or right end to the desired date.

Create swimlane themes

You can slice your roadmap using theme swimlanes. These are a flexible way of grouping work and dividing the roadmap into a more visually digestible format. Theme swimlanes can represent anything suitable for your business context, from distinct themes of work to project components. Examples of themes include health and safety, customer onboarding experience, or customer satisfaction and engagement.

To create a new themed swimlane, click the “Create Theme” button located at the top of your roadmap. Name your theme, and press “Submit.” Your new theme will appear above the issues without themes swimlane and can be reordered using the arrows to the right-hand side of its name.

Configure version and date markers

Use Markers to visualize key date milestones and Jira fix versions on your roadmap.

To add Jira fix versions to your timeline, select the “Markers” button from the top of the roadmap. Click “Add Marker” to the fix versions you want to add to your roadmap.

Date markers are a flexible way of representing milestones or events, such as conferences, beta periods, or marketing campaign launches. To create a date marker, select the “Markers” button from the top of the roadmap. Select the option “Add a Date Marker.” Name your date marker or milestone, set the start and end date, and choose the marker color. Use color to signify different types of events and to add another layer of visual organization to your roadmap.

Export the roadmap as a PDF

The roadmap can be exported as a PDF to share with users and stakeholders who don't have access to Jira. To export your roadmap, click on the ellipses menu and select “Export to PDF.”

Select the timeframe you would like to share using the start and end date options, then press “Export.”

Product roadmap template example

Below is an example product roadmap template made with Easy Agile Roadmaps. The roadmap shows product launch dates, events, and overdue tasks with vertical colored Markers. Issues are arranged and scheduled by date in themed swimlanes that further organize the roadmap.

Easy Agile Roadmaps are completely customizable, so you can establish a process that works best for your team and your stakeholders.

How to get the most out of a product roadmap

✅ Utilize swimlane themes to tell a story about the customer journey. Ensure swimlane themes are customer-focused, so you always have their needs top-of-mind.

✅ Think of the roadmap as a living document. It will continue to evolve based on the needs of your team and stakeholders.

✅ Ensure the roadmap is accessible to all stakeholders so that they understand what’s going on and why you are making each decision. If necessary, regularly export the roadmap as a PDF for stakeholders who can’t access Jira to ensure organizational alignment.

✅ Actively collaborate with stakeholders, and involve them in the entire process. This will give you a clear understanding of what work will bring the most value to customers.

We dig deeper and expand on these guiding principles in our Product Roadmap Guide.

Try Easy Agile Roadmaps free for 30 days

Product roadmaps are widely used by agile teams since they simplify product goals and planning with a visual representation of the product journey.

Easy Agile Roadmaps help teams align around a product vision to continually bring value to customers. Complete a product roadmap so you can impress your team and stakeholders before ever making a commitment. Start your 30-day free trial to see what a difference this can make in your process.

If you have additional questions, ask us for an on-demand demo, which covers the features outlined in this post. Or, contact our team at any time with specific questions about any of our Easy Agile apps.