Agile and Iterative Management Practices Workshop: Concepts, Roles, Artifacts, Events, Estimation, Planning, Retrospectives, and Tracking


4 days

This practical, hands-on, and idea-rich workshop helps you master the skills in applying agile and iterative methods, including Scrum – the most popular agile method worldwide. And it summarizes the key research and concepts. It is suitable for large or small projects, and is aimed at people who need to master the core management practices to succeed with agile methods. This is a high-impact guide to agile and iterative development methods: what they are, how they work, how to implement them – and why you should.

This workshop covers the key concepts of agile methods, and the roles, artifacts, and events of Scrum. You will learn estimation and planning. And how to coach a retrospective. The time involves many hands-on exercises and simulation games aimed at helping you master these skills.

You will leave with the confidence knowing you can do, based on practice, many of the key practices in agile management. And you will be grounded in the core agile values and principles that guide these practices.

Methods of Education

Discussion, presentation, Q&A, workshop exercises


Clients find it useful to include related product groups; for example, 12 people from 1 product, and 12 from another. It is useful to include a cross-functional set of representative skills (product management, development, test, systems engineering, ...) as lean and agile principles emphasis cross-functional teams and very close, cyclic collaboration between product management and R&D.


Intermediate: This course introduces concepts and techniques that the attendee will apply during the workshop.


Every participant is required to have read EVERY PAGE of (including Appendix A - the Scrum Rules) Agile Project Management with Scrum (Schwaber), before the course.

Participants must also read, before the course, EVERY PAGE of the Scrum Primer.


  • Learn and apply fundamental Agile and Lean software development techniques
  • Understand the role of modeling and documentation in Agile Methods
  • Learn and apply fundamental Agile and Lean software management practices
  • Investigate scaling Agile methods


  • Evidence, history, and case studies
  • Frequently asked questions
  • Agile and iterative values and practices
  • Key practices and values of Scrum (a very popular approach), and other agile methods
  • Scrum: Roles, Events, Artifacts
  • New management skills -- from estimation to scheduling
  • Agile requirements and modeling
  • Agile architecture and design
  • Myths and misconceptions
  • Continuous product development with iterative methods
  • Fixed-price iterative and agile projects
  • Lean thinking and agile methods
  • Documentation on agile projects
  • Testing and build practices in agile development
  • Estimation, release planning and scheduling
  • Tracking progress
  • Large project tips
  • Coordinating team-of-team large project development
  • Agile offshoring and contracts
  • Iteration Review Meeting
  • Backlogs and Burndown Charts
  • Tools for Fostering Self-Organizing Teams
  • Introducing Agile Principles into the Organization
  • Agile estimation with relative point estimation, estimation poker, monte carlo simulation, and more
  • Retrospectives with system dynamics analysis, root cause analysis, collaboration exercises, and more
  • Large-Scale Scrum for large, multisite, and offshore development
  • Visual management tools
  • Acceptance test-driven development
  • Design workshops

Maximum Participants


Environment - Room, Tools, Texts

Read this: Course Environment - Workshop Style1

Text and Notes

  • THESE MUST BE PURCHASED/SUPPLIED BY THE CLIENT *BEFORE* the course: For each student, 1 copy of Agile Project Management with Scrum by Ken Schwaber. It can be ordered from Amazon here
  • There is a course PDF for the presentations. We may decide to give the students a file copy to view on a laptop or a paper copy, depending on situation.