Things to Consider When Planning a Scrum Pilot or Agile Transformation

Anthony Mersino
February 29, 2016

As we work with clients who are exploring how to get started with Agile and Scrum, we find ourselves asking many of the same questions.  The questions help us to create an initial plan for success with Agile and avoid some of the problems that teams encounter when trying to adopt something new.

To address this need and help clients think broadly about the change, we developed a checklist of things to consider.  The planning checklist is not intended to be comprehensive, but we believe that it includes the most common things to be considered when planning for Scrum Teams or an Agile Transformation.

Here are the categories of activities we've included:

Preparation for Success with agile and Scrum

  • If asked, can we answer the question "Why Agile?" in a way that makes sense for everyone?
  • Does everyone understand and agree on the reason? 
  • What do we hope to achieve?  
  • What is our current performance level?

Getting Started with Scrum

  • What are the best products or applications to start with?
  • Based on the product, who is the best candidate for product owner?
  • What is the release cycle for this application or product? When can we kick off the initiative?

Scrum Team Formation

Questions in this area revolve around forming dedicated and cross-functional Scrum teams.

Physical Environment, Infrastructure, and Tools

  • Evaluate the ability for the team to sit together in one room.  
  • Which tools (including automation) will they need to successfully deliver working software in a two or three-week sprint?

Knowledge/Skills Assessment and Development Plan

  • What skills gaps will we have on the team and do we have a plan for cross-training and knowledge transfer?  
  • How will we address Agile and Scrum training? (See also Develop Your Agile Training Plan)
  • What level of Agile coaching will be required?

Organizational Environment Assessment

  • How receptive is the environment to Agile and Scrum?
  • What can be done now to reduce or eliminate unnecessary governance or documentation that will impede the team?

If you find yourself considering an Agile or Scrum Pilot or a full-scale Agile Transformation, you may find this free downloadable checklist a handy reference of things to be considered.

Things to Consider When Planning a Scrum Pilot or Agile Transformation

Let me know if you have feedback or additional items that should be added to the list.


About Anthony Mersino

Anthony is passionate about helping technology teams THRIVE and organizations TRANSFORM.  He loves partnering with organizations to help teams with Agile thinking and the Scrum Framework.  He teaches Agile and Scrum as well as the cultural elements that are necessary for an organization to gain true business agility. Anthony has  authored numerous articles and two books: Agile Project Management, and Emotional Intelligence for Project Managers.