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Planning and Managing Agile Projects
3-Day Interactive Course to Fast Track Your Team

Course Fees | PDF Version |

1. Why Agile?
    Origins, the manifesto, the declaration of interdependence.
  • History & Mindset
    - Understand how the agile approach arose and the mindset
  • Agile as values and culture, cultural mismatches and potential rejection
  • The Agile Lifecycle
  • Introducing Agile to the organization
    - Establishing the roles and responsibilities on an Agile project team
  • Understand the importance of how individuals provide value through working in teams
    - Moving ideas between minds (attitude, trust, distance, tacit knowledge, work environments)
    - Shifting of power: New roles (decision making, role definitions, power centers)
    - Implications of distance, face-to-face, tacit versus documented culture
    - Increasing team cohesion, visibility displays, collaborative requirements/planning applications
  • Planning and managing business analysis and performance communication
  • Agile and CMMI
  • How to build end-to-end systems in early iterations
2. Value Driven Delivery.
     Understanding incremental, iterative and risk-driven approaches.

  • Incremental/iterative/risk development, importance of retaining design quality
  • Work-in-Progress (WIP), shorter iterations, continuous flow
  • Cost of WIP, relation to design and value of front-loading value in the project
  • Value-based work breakdown: Spikes or walking skeleton
    - Tracking progress
    - Risk- or incremental-based planning
    - Tools to help track

3. Stakeholder Engagement.
     Setting expectations with stakeholders.

  • Understanding the concepts and applications for working with stakeholders, buyers and users to get an optimal result
    - Including customers and users
    - Costs/benefits to frequent delivery
    - Handling changing requirements
    - Up-front user studies versus on-the-fly usage design, user reviews
    - Contracts (agile in fixed price setting, variations on contracts)
    - Correlation between user involvement and product success
    - Prototypes, demos, feedback

4. Tools and Techniques for managing change.
    Learn the essentials for scoping a project in a dynamic setting.

  • Communications
  • Planning, Monitoring and Adapting
  • Agile Estimating
  • Agile Analysis and Design
  • Product Quality
  • Soft Skills Negotiation

5. Initiating an Agile Project.
    How does it all come together in a real-world project?

  • Envision the Product and Project outcomes
  • Project chartering and project planning
  • Assembling the Agile project team – what are their responsibilities?
  • How to compile the Product Backlog (Coarse-Grain Requirements)
  • Plan Sprints and Releases
  • Embrace the High-Level (Coarse-Grain) Plan
  • Managing different types of Personas on an Agile Project
  • Creating and managing team rooms
  • Identifying and managing “Information Radiators”
  • Planning in Agile Projects – Common gotchas and practices that work
  • Determine how the team will track and monitor activities

6. Planning Releases and Managing Expectations.
    Implementing the product, the process, the team and the organization.

  • Project-level planning and Adaptive Planning
  • Levels of Planning
    - Product-level adaptation and process-level adaptation
    - Organization-level adaptation
  • Estimating
  • Velocity, throughput and cycle time
    - Stage of Learning affects range of adaptation
    - Why different processes/methodologies for different situations?
  • Chartering, release & iteration planning or lean/kanban work breakdown
    - Monitoring
    - Mid-project reflection / process & product adjustments
  • Establishing decision and acceptance criteria for user stories
  • Planning Poker
  • Prioritize themes and releases
  • Prioritize user stories
  • Estimating team velocity
  • Preparing for change
    – Is the organization ready?
  • Create a release plan

7. Boosting Team Performance.
    How to keep them motivated towards the desired outcome.

  • Team formation, empowerment, collaboration, and commitment
  • Coaching the team
    - Immersing the team in Status
    - Communicating Status
  • Assisting the team to detect and resolve problems
8. Plan the Iteration (The Sprint).
    Agile Project plans that work.
  • Sprint Zero activities
  • Elements of a successful Sprint Planning meeting
  • Create a Sprint Backlog
  • Create a Sprint plan
    – Establishing Sprint success metrics
  • Define the vision and Iteration Requirements
  • Estimating the level of effort (LOE) with the team
  • Creating User Stories for the Product Backlog
  • How to create a task board
  • Managing the Solution Scope and Requirements using 2-4 week Sprints
  • Adapting a change-driven (Agile) Project plan that works
    - What are the key differences from traditional (waterfall) project plans?
  • Finalize the Iteration Plan and how the team will operate
9. Running the Sprint.
Planning through to review and retrospective.
  • Managing your Scrums and setting expectations with your team
  • Using Burndown charts to track progress
  • Manage changes during the Sprint – What questions to ask
  • Prepare for the Sprint Review
  • Obtain customer acceptance of the product increment
  • Holding an effective Sprint retrospective
    - What is working and what needs to be improved upon during the Sprints
  • Update the product backlog
    - Rework the High-Level (Coarse-Grain) Plan
  • Plan and execute the next Sprint
  • Create an environment for continuous improvement: Product, Process and People

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(Intervista is now offering DAMA & EAIG members a 10% discount on all of our courses)
  Course fees
 3-Day Executive Session
Small teams
(5 to 9 participants: fee per participant). Large teams inquire for additional discount.

$ 2795
Early enrollment
4 weeks prior to session date.

$ 2875
Regular enrollment
Must be received one day prior to session. No participant will be admitted into the course without prior payment arrangement.
$ 2915
Applicable taxes extra. All prices are in USD.

*Promotional offers cannot be combined with our discounts. Credit card payment required at time of registration.

Designated as a recognized educational institution, reference number 1145223385 for educational tax credits.
Désigné comme établissement d'enseignement reconnu, numéro de référence 1145223385 pour les crédits d’impôt éducatifs.

Group discounts do not apply for customized courses. Educational sessions scheduled outside continental United States and Canada are subject to a 20% surcharge on tuition fees.

Cancellations are accepted up to two weeks prior to the course. A $100 service charge will be applied.
Please obtain a cancellation number from us to confirm.  Late cancellations will not be refunded, but enrollment fees may be credited to any future Intervista course, seminar or conference anywhere in North America. Substitutions may be made at any time.

Intervista Institute reserves the right to postpone, cancel or change scheduled dates or venues, as well as the right to substitute instructors with other highly qualified experts. Participants that cannot attend a rescheduled course and have paid for the course, will be entitled to a full refund or credit for another course.


To register for this course, complete our online registration form or call 1-800-397-9744. Outside North America +1 514 937-7130.

© 2014 Intervista Inc.

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Call us at 1-800-397-9744 to learn more about this program and to schedule a session for your team.

Program Overview

3-Day Program
1. Why Agile?
2. Value Driven Delivery
3. Stakeholder Engagement
4. Tools and Techniques
5. Initiating an Agile Project
6. Planning Releases and Managing Expectations
7. Boosting Team Performance
8. Planning the Iteration (Sprint)
9. Running the Sprint

Course leader

Patrick Van Abbema
Patrick van Abbema is an Intervista faculty member and has over 20 years of progressive accomplishments in agile methods, Web collaboration and Enterprise/SaaS software markets.
Learn more about our faculty.

"Thank you Patrick, you were a great instructor and very captivating & getting us involved."
Mary Panfili
Development Manager
Standard Life

"Great interaction in the session – appropriate given the topic of embracing an Agile approach."
Joe Gollner
Gnostyx Research Inc.

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