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Estimating User Stories
 Learning Why and How

    Stephane Rondal
    Arexo Consulting

      2012 October
Grabsome free food



05/05/09   www.agiletour.com
About Stephane
  • Consultant for banks, insurances, European
    institutions &SMEs
  • Java Architect (16+) & Agile Practionner (7+)
  • Co-founder of Arexo Consulting

                     stephane.rondal@arexo.be
                     @stephanerondal


05/05/09              www.agiletour.com
In this Talk, You’llLearn About
•    Definitions of User Stories, Estimations
•    WhyShould You Estimate User Stories
•    The Bad Sides of Estimations
•    How To Estimate (Planning Poker)
•    Velocity
•    Release Planning


05/05/09                www.agiletour.com
Recommended Reading




05/05/09   www.agiletour.com
Whatis a User Story
• A user story is a very slim and high-level
     definition of a requirement, containing just
     enough information so that the developers can
     produce a reasonable estimate of the effort to
     implement it.




05/05/09               www.agiletour.com
Whatis a User Story
• Good User Stories are
     o Focused on features, not tasks
     o Independent
     o Negotiable
     o Valuable
     o Small ( <= 1 sprint/iteration)
     o Testable



05/05/09                   www.agiletour.com
Whatis an Estimate
• The approximate amount of
  effort required to achieve a
  user story
• Called story points
• Achieve = Done
  (Done Done Done)



05/05/09             www.agiletour.com
Definition of Done




           Source: http://www.scrumalliance.org/articles/106-definition-of-done-a-reference

05/05/09   www.agiletour.com
Why Should You Estimate User Stories
                               • Your boss wantsyou
                                   to!

                               • Whenwillthisthingber
                                   eady?




05/05/09             www.agiletour.com
Why Should You Estimate User Stories
• What can I buy for this price?




05/05/09             www.agiletour.com
Why Should You Estimate User Stories
• Buy yourself some credibility




05/05/09             www.agiletour.com
Why Should You Estimate User Stories
• Group estimating reveals differences in
  knowledge and understanding
• Finding those gaps early is helpful
• But be disciplined to resist guessing and
  speculation. Dig deeper, understand more, then
  try estimating again.


  Source : http://www.estherderby.com/2012/03/estimating-is-often-helpful-estimates-are-often-not.html

05/05/09                                            www.agiletour.com
Estimatingisdifficult.
           The more you do it, the betteryou’llgetatit.




05/05/09                    www.agiletour.com
What’s all the Bad Fuss About Estimations




05/05/09                www.agiletour.com
What’s all the Bad Fuss About Estimations
• People construe estimates as promises. Failed
  predictions fan blame. Trust and openness
  suffer.
• People game estimates.
• People compare teams based velocity, while
  velocity and story points are team-dependent
  metrics.

  Source : http://www.estherderby.com/2012/03/estimating-is-often-helpful-estimates-are-often-not.html

05/05/09                                            www.agiletour.com
What’s all the Bad Fuss About Estimations
• Most of these critics are valid
• But…
     o Are they really questioning estimations, or just some
       estimation techniques?
     o What other alternatives do they propose?
     o Is your Agile practice at the same maturity level than
       theirs?
     o There’s no free lunch

05/05/09                  www.agiletour.com
How to Estimate User Stories

                           • Demystify the
                                black art…




05/05/09    www.agiletour.com
How to Estimate User Stories


     Scrum recommends a technique called



                          Planning Poker


05/05/09              www.agiletour.com
Planning Poker


   Get your team together, you want everybody to
                     participate




05/05/09             www.agiletour.com
Planning Poker

               Grab the top priority user
                 stories from your
                 backlog




               Source: http://www.informit.com/articles/article.aspx?p=1928232

05/05/09   www.agiletour.com
Planning Poker
For each story
     o Be time-boxed
     o (Re-) present the user story,
       briefly
     o Then…




05/05/09                   www.agiletour.com
Planning Poker
   Step 1 - Reflection Time (individual)




Source: http://www.crisp.se/bocker-och-produkter/planning-poker

  05/05/09                                 www.agiletour.com
Planning Poker
   Step 2 – Showdown & Discuss




Source: http://www.crisp.se/bocker-och-produkter/planning-poker

  05/05/09                                 www.agiletour.com
Planning Poker
   Step 3 – Repeat until convergence




Source: http://www.crisp.se/bocker-och-produkter/planning-poker

  05/05/09                                 www.agiletour.com
Best Practices
• Do not use units of time for story points
• Involve all those active in the realization of the
  story
• Baseline your estimations, what means 2 and 5
  for the team
• Avoid changing your baseline too often
• Keep track of your estimations

05/05/09              www.agiletour.com
What’sNext
• We now have a
     backlog with
     more important
     user stories
     estimated more
     precisely.

• But how does
     this help us?
05/05/09              www.agiletour.com
What’sNext
• How do we draw
  the release
  date?
• Or how do we
  know what we’ll
  get at a certain
  date?


05/05/09             www.agiletour.com
Velocity
• How many story points
 were actually delivered
 at the end
 of the sprint?




 05/05/09            www.agiletour.com
Velocity
• Continue measuring
     velocity of each sprint
     Sprint             Velocity
     Sprint #1          16
     Sprint #2          18
                                            Range:
     Sprint #3          14
     Sprint #4          17
                                             14-19
     Sprint #5          19



05/05/09                www.agiletour.com
Estimating the Release Date

Assuming there are 5 iterations left


At our worst velocity, we’ll reach 5x14 SP


At an average velocity, we’ll reach 5x16,5 SP

At our best velocity, we’ll reach 5x19 SP




05/05/09                              www.agiletour.com
Estimating the Release Date
   • A good plan will go from
       o We’ll be done in the 4th quarter
       o We’ll be done in November
       o We’ll be done in November 21st




Source: http://www.mountaingoatsoftware.com/

  05/05/09                                www.agiletour.com
When to Estimate


            Product                     PrioritizedBacklo
                                                  g
            Backlog      Release                            Sprintplanni
                          planning                                ng

                                                                            Sprint
                                                                           Backlog
Vision


                      Retrospective
                                                                             Planning 2

                                                                    Sprint
                                                                 BacklogTasks

                      Sprint Review                  Daily Meetings
 05/05/09                             www.agiletour.com
Where to Estimate
• Online: www.planningpoker.com
• Within most Agile project managment tools
• At a table, using cards




05/05/09           www.agiletour.com
Conclusion
• Planning Poker and Velocity are not a perfect,
  flawless estimation techniques
• Still much better than no estimation technique
  at all
• Personally helped me gained lot of Agile
  experience and maturity
• I recommend you use it if you have nothing
  better
05/05/09             www.agiletour.com
Thank You!

           Questions / Feedback
                 stephane.rondal@arexo.be
                 @stephanerondal

05/05/09         www.agiletour.com

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Estimating User Stories with Planning Poker

  • 1. Estimating User Stories Learning Why and How Stephane Rondal Arexo Consulting 2012 October
  • 2. Grabsome free food 05/05/09 www.agiletour.com
  • 3. About Stephane • Consultant for banks, insurances, European institutions &SMEs • Java Architect (16+) & Agile Practionner (7+) • Co-founder of Arexo Consulting stephane.rondal@arexo.be @stephanerondal 05/05/09 www.agiletour.com
  • 4. In this Talk, You’llLearn About • Definitions of User Stories, Estimations • WhyShould You Estimate User Stories • The Bad Sides of Estimations • How To Estimate (Planning Poker) • Velocity • Release Planning 05/05/09 www.agiletour.com
  • 5. Recommended Reading 05/05/09 www.agiletour.com
  • 6. Whatis a User Story • A user story is a very slim and high-level definition of a requirement, containing just enough information so that the developers can produce a reasonable estimate of the effort to implement it. 05/05/09 www.agiletour.com
  • 7. Whatis a User Story • Good User Stories are o Focused on features, not tasks o Independent o Negotiable o Valuable o Small ( <= 1 sprint/iteration) o Testable 05/05/09 www.agiletour.com
  • 8. Whatis an Estimate • The approximate amount of effort required to achieve a user story • Called story points • Achieve = Done (Done Done Done) 05/05/09 www.agiletour.com
  • 9. Definition of Done Source: http://www.scrumalliance.org/articles/106-definition-of-done-a-reference 05/05/09 www.agiletour.com
  • 10. Why Should You Estimate User Stories • Your boss wantsyou to! • Whenwillthisthingber eady? 05/05/09 www.agiletour.com
  • 11. Why Should You Estimate User Stories • What can I buy for this price? 05/05/09 www.agiletour.com
  • 12. Why Should You Estimate User Stories • Buy yourself some credibility 05/05/09 www.agiletour.com
  • 13. Why Should You Estimate User Stories • Group estimating reveals differences in knowledge and understanding • Finding those gaps early is helpful • But be disciplined to resist guessing and speculation. Dig deeper, understand more, then try estimating again. Source : http://www.estherderby.com/2012/03/estimating-is-often-helpful-estimates-are-often-not.html 05/05/09 www.agiletour.com
  • 14. Estimatingisdifficult. The more you do it, the betteryou’llgetatit. 05/05/09 www.agiletour.com
  • 15. What’s all the Bad Fuss About Estimations 05/05/09 www.agiletour.com
  • 16. What’s all the Bad Fuss About Estimations • People construe estimates as promises. Failed predictions fan blame. Trust and openness suffer. • People game estimates. • People compare teams based velocity, while velocity and story points are team-dependent metrics. Source : http://www.estherderby.com/2012/03/estimating-is-often-helpful-estimates-are-often-not.html 05/05/09 www.agiletour.com
  • 17. What’s all the Bad Fuss About Estimations • Most of these critics are valid • But… o Are they really questioning estimations, or just some estimation techniques? o What other alternatives do they propose? o Is your Agile practice at the same maturity level than theirs? o There’s no free lunch 05/05/09 www.agiletour.com
  • 18. How to Estimate User Stories • Demystify the black art… 05/05/09 www.agiletour.com
  • 19. How to Estimate User Stories Scrum recommends a technique called Planning Poker 05/05/09 www.agiletour.com
  • 20. Planning Poker Get your team together, you want everybody to participate 05/05/09 www.agiletour.com
  • 21. Planning Poker Grab the top priority user stories from your backlog Source: http://www.informit.com/articles/article.aspx?p=1928232 05/05/09 www.agiletour.com
  • 22. Planning Poker For each story o Be time-boxed o (Re-) present the user story, briefly o Then… 05/05/09 www.agiletour.com
  • 23. Planning Poker Step 1 - Reflection Time (individual) Source: http://www.crisp.se/bocker-och-produkter/planning-poker 05/05/09 www.agiletour.com
  • 24. Planning Poker Step 2 – Showdown & Discuss Source: http://www.crisp.se/bocker-och-produkter/planning-poker 05/05/09 www.agiletour.com
  • 25. Planning Poker Step 3 – Repeat until convergence Source: http://www.crisp.se/bocker-och-produkter/planning-poker 05/05/09 www.agiletour.com
  • 26. Best Practices • Do not use units of time for story points • Involve all those active in the realization of the story • Baseline your estimations, what means 2 and 5 for the team • Avoid changing your baseline too often • Keep track of your estimations 05/05/09 www.agiletour.com
  • 27. What’sNext • We now have a backlog with more important user stories estimated more precisely. • But how does this help us? 05/05/09 www.agiletour.com
  • 28. What’sNext • How do we draw the release date? • Or how do we know what we’ll get at a certain date? 05/05/09 www.agiletour.com
  • 29. Velocity • How many story points were actually delivered at the end of the sprint? 05/05/09 www.agiletour.com
  • 30. Velocity • Continue measuring velocity of each sprint Sprint Velocity Sprint #1 16 Sprint #2 18 Range: Sprint #3 14 Sprint #4 17 14-19 Sprint #5 19 05/05/09 www.agiletour.com
  • 31. Estimating the Release Date Assuming there are 5 iterations left At our worst velocity, we’ll reach 5x14 SP At an average velocity, we’ll reach 5x16,5 SP At our best velocity, we’ll reach 5x19 SP 05/05/09 www.agiletour.com
  • 32. Estimating the Release Date • A good plan will go from o We’ll be done in the 4th quarter o We’ll be done in November o We’ll be done in November 21st Source: http://www.mountaingoatsoftware.com/ 05/05/09 www.agiletour.com
  • 33. When to Estimate Product PrioritizedBacklo g Backlog Release Sprintplanni planning ng Sprint Backlog Vision Retrospective Planning 2 Sprint BacklogTasks Sprint Review Daily Meetings 05/05/09 www.agiletour.com
  • 34. Where to Estimate • Online: www.planningpoker.com • Within most Agile project managment tools • At a table, using cards 05/05/09 www.agiletour.com
  • 35. Conclusion • Planning Poker and Velocity are not a perfect, flawless estimation techniques • Still much better than no estimation technique at all • Personally helped me gained lot of Agile experience and maturity • I recommend you use it if you have nothing better 05/05/09 www.agiletour.com
  • 36. Thank You! Questions / Feedback stephane.rondal@arexo.be @stephanerondal 05/05/09 www.agiletour.com

Editor's Notes

  1. personally , if I was to invest all my savings in a software development project, I’d require to know upfront how long it would take/how much it would cost
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