Good points, and eye-rolling stuff for teams thaqt don't understand the intricacies. For instance:
- burn-down / velocity charts: Teams use this at standups to make sure their sprint isn't drifting. That's why a burn-down should be tracked in hours and not points. With points, the data isn't actionable in a reasonable amount of time. The the team sees a problem, they might make use of a pre-determined emergency procedure to address it.
- retrospectives: Yeah most retrospectives are horrible. Retros should be like post rocket test - examine your telemetry deltas to see what changed (edge cases, governance,compliance, desgn, etc.) These conversations are not forced, but good teams always repeat the same data analysis unless they intentionally change it.
- poker sessions: Yeah this is totally misunderstood. Pointing stories is about snap reactions to comparing difficulties and complexity, and that's it, move on. Teams will tighten up estimates when they do an implementation plan in sprint planning. So they don't sweat estimates.
- daily stand-ups: The whole team is responsible for the sprint backlog, nothing is assigned, everything is volunteered. So if you're working on something that is going south, or you have some extra capacity, let your team know about it. The team will work together to scale capacity to get things done, which is how they can disappear on Friday afternoons.
- user stories and related tickets (eg in JIRA): Well yeah, Jira sucks. So do all the other major backlog tools. Jira gets addins, but the fundamental approach to backlog development hasn't changed in a decade. (I'm working on a soln from scratch, btw).
Also, user stories are meant to be work-items with enough signal so they can be executed with certainty in a sprint. So that means a lot of refinement to the left of the story must occur to get rid of the noise (epics to features to stories to tasks). Once a team says a story meets their definition of ready, that story can be scheduled for a (timely) sprint. Team members may be doing hard-core story refinement because of some technical hurdles, so their time outside of development during sprint can be pinned down with the team's capacity plan. BTW, capacity plans and implementation plans belong solely to the team. They're nobody else's business, including managers to CEOs.
Sure, comes from a prevailing view that estimating is bad. But it's only because estimating is treated like the answer, then we just go with that answer.
The best scrum teams I've worked with maintain a very important survival notion: We don't know the full minimum survivable solution today, but that's ok because we do know enough to get to tomorrow at least. We survived another day. Point is, estimating was never meant to be an answer. It was just meant to kick off discovery. And that's a great way to start because humans tend to be exceptionally good at quickly comparing things for difficulty and complexity. It's an instinctive survival skill.
Ultimately, well after estimating this scrum team will do an implementation (tasking) plan in hours if needed during sprint planning. They will compare that plan against their team capacity plan in hours. If the implementation plan blows out the cap plan by say, 30% then that's a warning sign and they'll tell the PO they need to drop a story for the upcoming sprint. If the cap plan compared against the imp plan shows a 30% surplus, then they will pull in a stretch story and bump their velocity, or won't tell the PO and maybe go play golf at the end of the sprint.
So the story pointing exercise just gets the team some data that helps them get to the next day (survival speak). There's still a lot of story refinement to be done, before they will tell their PO a story is ready to be pulled into one of their sprints.
When teams pull in stories to their sprint backlog, the team is committing to get that story done, so they need immediately actionable data on what's going on at every standup. If the burndown was done in points, the graph ends up looking like a straight line for days with sudden dropoffs toward the end of the sprint - that hides problems. So a sharp team will use task hours instead. Makes the plot a lot more actionable from day to day.
No, the prevailing view is estimating in hours is bad, hence the push for estimating in t-shirt sizes or other stand-ins for task complexity.
The survival terminology is really off-putting. And what’s the obsession with golf? This doesn’t sound like any scrum team I’ve worked with or would want to be a part of.
Well, a rather xor response, but that's ok. Let's go a different route: Someone is using a diet change (fixed), and the elliptical machine to lose weight. This person has no exercise background. The elliptical routine is basic - same program, one hour a day, 8 weeks. BF test is done at the end of each week. Graph the results. What do you think the plot will look like? Why did the subject's weight loss stall out?
Estimations are meant to be exactly that, estimations. Don't try to make them anything else. They offer a grey answer, so use the best tools you have to deliver that grey answer. In this case, it's simply comparing challenges for size, complexity, etc. Don't try to do estimations in a different way just because you want an immediate answer. Estimations are meant to be a starting point to get to a minimum survivable solution. That's how humans use instinctive tools that use the least amount of energy to get to a point that they can survive a challenge. Think about the elliptical example.
In scrum, estimations are the conscious way to get this discovery kicked off; they aren't meant to be an answer, because you don't have enough data yet for a solution. They are meant to be a starting point. Iterate to the solution. When you think you have enough signal for a solution (the sprint), do your final check and balance, which is a tasking plan in hours, during sprint planning.
Another example: The year is 1929, and you're asked to guess the weight of the Empire State Bldg before construction has even begun (1931). What answer delivers more survival information? 180,000 tons, or this: "Well, we know each floor is going to have x concrete, y steel, but not sure about the other construction materials. So it will be something like (x+y+?)*#floors. If your life depended on it, which answer would you go with?
You are looking for a number, and that's why people don't understand what estimating is about. The incorrect approach is like, "Well these estimations are crap, so let's change the estimation methodology." Yeah but it's still and estimation, and you already have a great instinctive tool to make those estimations via relative size comparison, which can be done so quickly, it could literally save your life. Instinctively, we accept that, conscoiusly we don't, so we turn into ill tempered Veruca Salt.
Regarding the golf reference, I'm from Florida. Sorry if the attempt at levity was weak.
- burn-down / velocity charts: Teams use this at standups to make sure their sprint isn't drifting. That's why a burn-down should be tracked in hours and not points. With points, the data isn't actionable in a reasonable amount of time. The the team sees a problem, they might make use of a pre-determined emergency procedure to address it.
- retrospectives: Yeah most retrospectives are horrible. Retros should be like post rocket test - examine your telemetry deltas to see what changed (edge cases, governance,compliance, desgn, etc.) These conversations are not forced, but good teams always repeat the same data analysis unless they intentionally change it.
- poker sessions: Yeah this is totally misunderstood. Pointing stories is about snap reactions to comparing difficulties and complexity, and that's it, move on. Teams will tighten up estimates when they do an implementation plan in sprint planning. So they don't sweat estimates.
- daily stand-ups: The whole team is responsible for the sprint backlog, nothing is assigned, everything is volunteered. So if you're working on something that is going south, or you have some extra capacity, let your team know about it. The team will work together to scale capacity to get things done, which is how they can disappear on Friday afternoons.
- user stories and related tickets (eg in JIRA): Well yeah, Jira sucks. So do all the other major backlog tools. Jira gets addins, but the fundamental approach to backlog development hasn't changed in a decade. (I'm working on a soln from scratch, btw).
Also, user stories are meant to be work-items with enough signal so they can be executed with certainty in a sprint. So that means a lot of refinement to the left of the story must occur to get rid of the noise (epics to features to stories to tasks). Once a team says a story meets their definition of ready, that story can be scheduled for a (timely) sprint. Team members may be doing hard-core story refinement because of some technical hurdles, so their time outside of development during sprint can be pinned down with the team's capacity plan. BTW, capacity plans and implementation plans belong solely to the team. They're nobody else's business, including managers to CEOs.