Scrum Planning and Estimation

Scrum Planning and Estimation: Building Predictability

Effective planning and estimation are essential skills for Scrum teams. Unlike traditional project management that focuses on fixed plans, Scrum embraces adaptive planning - creating just enough plan to guide the next steps while remaining flexible to change.

Quick Answer: Planning vs Estimation in Scrum

ConceptPurposeKey Practice
Release PlanningLong-term roadmapForecasting based on velocity
Sprint PlanningImmediate work selectionTeam commits to Sprint Goal
Story PointsRelative sizingComparing complexity, not hours
VelocityCapacity measurementAverage points per Sprint

Why Scrum Estimation Is Different

Traditional estimation focuses on time - "How many hours will this take?" Scrum estimation focuses on relative complexity - "How does this compare to other work we've done?"

Benefits of Relative Estimation:

  • Removes the pressure of time-based commitments
  • Acknowledges inherent uncertainty in complex work
  • Enables team consensus through comparison
  • Improves forecasting accuracy over time

Key Estimation Concepts

Story Points Story points measure the relative effort required to complete a Product Backlog item. They consider:

  • Complexity of the work
  • Amount of work involved
  • Risk and uncertainty
  • Dependencies on external factors

Velocity Velocity is the average number of story points a team completes per Sprint. It enables:

  • Realistic Sprint planning
  • Release date forecasting
  • Identification of capacity changes

Planning Levels in Scrum

Scrum supports multiple planning horizons:

  1. Product Backlog Refinement: Ongoing preparation of upcoming work
  2. Sprint Planning: Selecting and planning work for the next Sprint
  3. Daily Planning: Adjusting the plan during Daily Scrum
  4. Release Planning: Forecasting when features will be available

Common Estimation Mistakes

Avoid these pitfalls:

  • Treating estimates as commitments - Estimates are forecasts, not promises
  • Estimating in hours - This encourages micro-management
  • Individual estimation - Team consensus produces better estimates
  • Estimating too far ahead - Detailed estimates for distant work are waste

Explore the techniques and strategies below to master Scrum planning and estimation.

Scrum Planning and Estimation