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engineering / agile

Scrum Reference

$cat engineering/agile/scrum.md

Scrum Guide 2020 (Schwaber & Sutherland) — the current authoritative version.*

What Scrum Is

A lightweight framework that helps people, teams, and organizations generate value through adaptive solutions for complex problems. Not a process or methodology — a container for other techniques. Appropriate when requirements and/or technology are uncertain.

Three pillars: Transparency · Inspection · Adaptation Five values: Commitment · Courage · Focus · Openness · Respect


The Scrum Team

The 2020 Guide eliminated the "team within a team" structure. There is one Scrum Team — no sub-teams, no hierarchies. Typically 10 or fewer people, cross-functional, self-managing, focused on one Product Goal at a time.

AccountabilityResponsibility
Product OwnerSingle person accountable for maximizing the product's value. Owns the Product Backlog and decides what gets built. Final authority on requirements and release.
DevelopersAnyone in the Scrum Team committed to building any aspect of a usable Increment each Sprint. Self-managing, cross-functional. No titles, no sub-teams. (Replaces the old term "Development Team".)
Scrum MasterTrue leader who serves the Scrum Team and the wider organization. Accountable for the team's effectiveness. Coaches, removes impediments, ensures Scrum is understood and practiced.

Scrum Master serves:

  • The Product Owner — backlog management techniques, facilitating effective Product Goal definition
  • The Developers — coaching in self-management and cross-functionality, removing impediments
  • The Organization — leading and coaching Scrum adoption, raising effectiveness

Events

All events are time-boxed. Sprint duration is fixed once started. The Sprint contains all the other events.

EventWhoWhenTime-boxPurpose
SprintWhole Scrum TeamContinuous, back-to-back≤ 1 monthContainer for all work; produces a usable Increment
Sprint PlanningWhole Scrum TeamStart of Sprint8h (1-month Sprint)Define Sprint Goal, select backlog items, plan how to deliver
Daily ScrumDevelopers (PO/SM optional)Every day, same time/place15 minInspect progress toward Sprint Goal, adapt the Sprint Backlog
Sprint ReviewWhole Scrum Team, stakeholdersToward end of Sprint4h (1-month Sprint)Inspect Increment with stakeholders, adapt Product Backlog
Sprint RetrospectiveWhole Scrum TeamAfter Review, before next Planning3h (1-month Sprint)Inspect the team's process — people, interactions, tools, DoD — and improve

Sprint Planning (Three Topics — new in 2020)

  1. Why is this Sprint valuable? → produces the Sprint Goal
  2. What can be done this Sprint? → Developers select Product Backlog items
  3. How will the chosen work get done? → plan the Sprint Backlog

Daily Scrum (No More Three Questions)

The 2020 Guide dropped the prescribed three questions ("What did I do / will I do / blockers"). Developers choose whatever structure helps them progress toward the Sprint Goal. The focus is the Sprint Goal, not status reporting.

Sprint Cancellation

Only the Product Owner can cancel a Sprint (e.g., if the Sprint Goal becomes obsolete). Rare and disruptive. Completed work is reviewed; incomplete items return to the Product Backlog.


Artifacts & Commitments

Each artifact in the 2020 Guide has a commitment that reinforces transparency and focus.

ArtifactCommitmentDescription
Product BacklogProduct GoalOrdered, living list of what's needed to improve the product. The Product Goal is the long-term objective the team plans against.
Sprint BacklogSprint GoalSelected items + plan + the Sprint Goal. Only Developers can change it during the Sprint. The Sprint Goal makes the Sprint coherent.
IncrementDefinition of DoneA concrete step toward the Product Goal. Each Increment must meet the DoD to be usable. Multiple Increments can be produced within a Sprint.

Definition of Done

Formal description of the state of the Increment when it meets the quality measures required for the product. Created and owned by the Scrum Team (or set organization-wide). If the organization has a standard, the team follows it as a minimum. Work that doesn't meet DoD cannot be released and returns to the Product Backlog.

Product Backlog Refinement

Ongoing activity of adding detail, estimates, and order to Product Backlog items. Not a required event but a required activity. Typically ≤ 10% of Developers' capacity per Sprint.


Key Numbers

ThingValue
Sprint length≤ 1 month
Scrum Team sizeTypically 10 or fewer (whole team, including PO and SM)
Sprint Planning time-box8h per month of Sprint
Daily Scrum time-box15 min
Sprint Review time-box4h per month of Sprint
Sprint Retrospective time-box3h per month of Sprint
Backlog refinement effort≤ 10% of Developers' capacity

Common Pitfalls

  • Pretending to do Scrum — following the ceremonies but skipping the hard parts (self-management, true cross-functionality, rigorous Definition of Done)
  • Weak Definition of Done → technical debt accumulates; design degrades over time
  • Treating Developers as a sub-team → leftover habit from pre-2020 framing; everyone is one Scrum Team
  • No Product Goal → Sprints become a treadmill with no long-term direction
  • No Sprint Goal → Sprint Planning becomes "pick items off the list" instead of committing to an outcome
  • Daily Scrum as a status report → it's a planning event for Developers, not a check-in with the Scrum Master
  • Burndown charts misused → become management reports rather than self-management tools; drop them if they cause dysfunction
  • Estimating in hours → encourages false precision; reduces team ownership

Scrum vs Waterfall

WaterfallScrum
RequirementsFinalized upfrontContinuously refined
PhasesSequentialBlended into every Sprint
FeedbackEnd of projectEvery Sprint
RiskLate discoveryLimited to one Sprint
ChangeExpensiveExpected and welcomed

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