This training course starts with a basic introduction to Scrum, then moves on to teach participants that delivering software functionality using Kanban is radically different from traditional waterfall project management. Rather than plan, instruct, and direct; Kanban utilizes a Lean "pull" implementation to guide the work through the process.

Using Scrum and Kanban together enhances organization agility, improves visibility of work flowing through the process, and provides greater transparency for impediments that inhibit throughput. Participants learn how to implement Scrumban and all of the controls and reporting necessary to monitor the flow of work. Labs, case studies, and examples are used to bring home the realization of how to implement Scrumban.

In addition to the labs that are part of the training curriculum, an optional day is available where our instructor will work with your organization to design a roadmap for implementing Scrumban using the existing processes. This session culminates with a Scrumban board that can be used immediately for making work visible.

Participants should have prior exposure to Agile software development frameworks.

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Key Outcomes

Upon completion of this course, participants will be able to:

  • Grasp the origins and fundamentals of Agile
  • Comprehend how Scrum works, the roles involved, and the artifacts needed
  • Understand the origins of Kanban and the theory behind it
  • Grasp how Kanban and Scrum coexist in software development
  • Know how to complete a "Value Stream Mapping" and what to include
  • Comprehend throughput and how to organize the work
  • Grasp how to manage the process and the input queue
  • Understand options for tuning the Kanban implementation
  • Comprehend relevance and implementation of key metrics

Course Outline

Scrum Overview

  • Roles & Responsibilities
  • Scrum Overview
  • Scrum Artifacts
  • Scrum Values & Rules
  • Other Keys to Success

Product Backlog

  • Defining the Product Backlog
  • User Stories
  • Roles & Personas
  • Spikes & Special Stories
  • Prioritizing the Product Backlog

Kanban Overview and Introduction

  • House of Lean
  • Defining Kanban
  • Motivation for Kanban
  • Kanban as an "Agile plugin"
  • Managing Quality
  • Work In Progress (WIP)
  • How to Prioritize
  • Demand vs. Throughput
  • Sources of Variability

Value Stream Mapping

  • The Value Stream
  • Making Work Visible
  • Value Stream Lab (Part 1 - Defining the Start and the End)
  • Card Walls
  • Demand Analysis
  • Allocating Capacity
  • The Work Card
  • Value Stream Lab (Part 2 - Designing the Card Wall)


  • Identifying Work Item Types
  • Sizing Work Items
  • Building User Stories
  • User Story Lab
  • Visual Control
  • Pull vs. Push
  • Theory of Constraints
  • Service Levels: Class of Service
  • Throughput Application Lab (Incorporating Class of Service into the Card Wall)

Managing the Process

  • Daily Standup Meetings
  • After Meetings
  • Queue Replenishment Meetings
  • Release Planning Meetings
  • Triage
  • Geographically Dispersed Teams

Improving the Process

  • The Importance of Cadence
  • Limiting Work In Progress
  • Identifying Bottlenecks
  • Lab - Refactoring Work-In-Progress Lab for Bottlenecks

Key Metrics Review

  • WIP
  • Lead Time Throughput and Measuring Flow
  • Blocked Work
  • Quality
  • Failure Load

Day Four - Optional Summary Session: Lab - Putting It All Together

  • This lab is devoted to incorporating specific Scrumban principles to current in-house issues. Participants will provide real examples of work flow, and work with the instructor to get the foundation for Scrumban setup. The deliverable is a card wall the participants can begin using immediately.