Agile Tools & Techniques – Planning, Monitoring and Adapting trong Agile – Luyện thi PMI-ACP

Planning, Monitoring, Adapting is one of ten Agile Tools & Techniques, appear around 50% in the PMI-ACP exam.

According to PMI-ACP Exam Outline, Planning, Monitoring and Adapting includes retrospectives, task/Kanban boards, timeboxing, iteration and release planning, WIP limits, burn down/up charts, cumulative flow diagrams and process tailoring.

Unlike the traditional project management triangle of “Time, Cost and Functionality (Scope)“, the inverted triangle model for Agile projects includes “Resources, Time and Functionality (Scope)”. [bold indicates fixed] 


Planning, Monitoring & Adapting includes:

  1. Retrospectives
  2. Kanban boards / task
  3. WIP and WIP limits
  4. Time boxing
  5. Release planning
  6. Iteration planning
  7. Burn down chart
  8. Burn up chart
  9. Process tailoring

The Agile project management phases are:

  1. Envisioning
  2. Speculating
  3. Exploring
  4. Adapting
  5. Closing

Agile Planning (Deming Cycle – Plan of PDCA)

  • Plan at different levels with stakeholder engagements
  • Central to Agile project success (though Agile project are not plan-driven, there are plans for every release, sprint and even work day)
    • Replanning and midcourse adjustments are the norm
    • Less planning upfront to strike a balance of balancing risks and planning investments
  • Just-in-time planning as the project is ever evolving using rolling wave planning, progressive elaboration techniques
  • Agile Planning Stages (Iterative in nature)
    1. Product Vision – [revised once a year] a document created by product owner describing what the product is, who will and why use it, and how the product supports company strategy
    2. Product Roadmap – [revised twice a year / 6months cycle] a document created by product owner describing the high-level product requirements, timeframes for deliverables, prioritization and estimations, it is a visual overview of all the releases and major components
      • Can be in the form of story maps – a diagram indicating the sequences of backbone, walking skeleton and optional features to be released over time
      • Then the features to be release in the 1st, 2nd, 3rd, etc. releases can be mapped out
    3. Release Plan – [revised twice / four times a year / Quarter cycle] a document created by product owner describing the high-level timeline for product releases (features with higher values are given higher priority in the releases)
    4. Sprint Plan / Iteration Plan – [revised once a month / An iteration] a document created by product owner, scrum master and development team describing sprint goals and requirements and how those requirements will be completed
    5. Daily Stand-up / Daily Scrum – [daily for 15 minutes] a meeting to be attended by project team and stakeholders to discuss on what was completed yesterday, what will be done today and any roadblocks found
    6. Sprint Review – [monthly, at least an hour, for scrum] a meeting at the end of each sprint to demonstrate the working product/deliverable to stakeholders for feedback/acceptance
    7. Sprint Retrospective – [monthly, at least an hour, for scrum] a meeting at the end of each sprint to discuss on product and process improvements, at least one area is picked to focus on continuous improvement

Agile Monitoring (Deming Cycle – Check of PDCA)

  • Unlike the “monitoring and control” of traditional project management to avoid deviation from the plan, Agile monitoring is more about inspection for values and processes for the project, every release, every sprint and every day.
  • Agile monitoring involves Agile metrics/measurements, variances, and burn-up and burn-down charts, change management, forecasting, continuous improvements, retrospectives, quality control, frequent validation and verifications and other related activities.

Agile Adapting (Deming Cycle – Act of PDCA)

  • Agile adapting is essentially making changes to the project, product and processes for implementing changes which customers value most
  • Agile adapting involves process tailoring, continuous integration, adaptive leadership, soft skills negotiations, delivering business value, revised vendor management, change management



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