Posted on
office 365

Within our first publish on project management software, we checked out why this management form is effective and just how planners and teams can engage in the Kanban model. This time around, we’re going to have a look in the Scrum method.

Scrum isn’t an abbreviation for any term, but merely an idea for agile project management software techniques. It was initially pointed out in 1986 within the article “The Brand New Cool Product Development Game” and describes the way a team can more rapidly implement complex development processes once the team includes small , self-organizing units. That’s precisely what we want in the current fast-paced world.

Some agile methods could be relatively unstructured. Kanban, for instance, enables users to individually assign tasks to colleagues from the “task basket.” By comparison, the Scrum approach is much more process-oriented. To become effective, it must be monitored and controlled every day and within rigorous performance metric. To do this, obvious framework conditions should be produced.

Scrum Roles and Tasks:


The Merchandise Owner functions within the interests from the people that use the product or even the stakeholders of the project. Consequently, he accounts for the prosperity of the work and should prioritize the technical needs from the project within the entire project period, adding brand new ones and discarding obsolete ones as necessary.

Scrum Master

This individual accounts for making certain that processes are adopted properly. As a type of moderator, he helps to ensure that they can communicate effectively, shields them from exterior disruptions, helping with methodological issues. In a nutshell, his job would be to eliminate obstacles stopping effective working together.

Scrum Team

Each Scrum team focusing on an item should not be a bigger than 5 to 10 people. Each team member ought to be goal-oriented and then work individually by themselves tasks.

Last, and surely most famously, are stakeholders. Even though they do not have a main role inside the Scrum process, thinking about their wishes and feedback is essential for that project success. Stakeholders could be whether) the clients, b) the eventual finish users, or c) the treating of the related project.

Wondering much more about the initial Scrum project management software method? Read this informative publish: Click To Tweet

Scrum artifacts:

Additionally towards the roles, the so-known as artifacts would be the three core elements within the Scrum process.


The goals from the clients (stakeholders) are recorded as needs and really should be referred to as “User Tales.” These shouldn’t be designed in a technical form therefore the real customer use situation remains in focus. These needs should be implemented in to the technical work packages within the “Product Backlog.”

Sprint Backlog

Work packages that describe the features of every product/project and therefore are understood to be concrete tasks (sometimes with subtasks) are collected within the Sprint Backlog. A “sprint” is really a 30 days or fewer-lengthy time period when small product increments are produced.

Product Increment

An item increment is the sum of the all products completed throughout a sprint. They have to be either semi-functional versions after different sprints or even the end product in the finish from the project.

Roles and artifacts are aspects of the overarching Scrum process, which is composed of:

  1. Needs in Story Cards
  2. Work packages within the product backlog
  3. Priorities
  4. Sprint Planning
  5. Tasks within the sprint backlog
  6. Conferences in Scrum
  7. Sprint Review Meeting
  8. Sprint Retrospective
  9. Product Backlog Refinement
  10. Project completion

Microsoft Teams and Planner are generally incredibly useful in supplying Scrum masters as well as their teams the opportunity to interact as effectively as you possibly can. I suggest with them as a result:

Would like to learn how you can accelerate tech intensity at work 365 as well as your modern workplace?

Browse the killer speaker selection in the 2020 #ShiftHappens Conference!

Scrum Process Activities with Microsoft Teams and Planner

1. Needs in Story Cards

Roles: Owner, Stakeholder

Application: Teams Channels, Notebook

As described underneath the “Scrum artifacts” section, client needs ought to be centered on features. It’s also useful to make use of the outline like a use situation to keep the aim of the work in the forefront in your mind. This really is type in reducing the chance of misplanning.


For the initial step from the Scrum process, I suggest Microsoft Teams. The storyline cards (i.e. individual features) could be described per funnel (1). This enables more in depth plans, files along with other specific needs (2) to become separated.

Alternatively, the OneNote application may also be perfectly built-into they. It similarly enables (a) the person features and (b) use cases to become described. Personally, I favor these version with Teams Channels since it provides more options (chats, likes, @ mentions, connectors, etc.) and versatility.

2. Work Packages within the Product Backlog

Roles: Owner

Application: Planner cards

In second step, the needs now need to be converted into professional work packages. Planner task cards would be the perfect solution. All information you need could be recorded inside them as formerly described here.

3. Priorities

Roles: Owner

Application: Planner Labels

As preparation for fourth step, the job packages must first be prioritized based on importance or dependency. Labels around the cards are precisely for this function.

4. Sprint Planning

Roles: Owner, Team, (Master)

Application: Teams Meeting, Planner Buckets

This task isn’t just about estimating the person efforts from the work packages and assigning tasks to some sprint section. Especially at the start, additionally, it needs to be obvious where and when all project people can meet every day, exactly what the general project build-up need to look like, exactly what the project milestones are and which details have to be considered. This really is basically about coordination between your vendor and also the team. I additionally recommend the inclusion from the Scrum masters to handle more methodological facets of the work.

In the finish of every sprint planning session the person work packages in the Product Backlog (1) ought to be allotted to the particular sprint (2). Planner is the perfect platform with this because of its project bucket functionality. Should you can’t meet personally to organize, I recommend while using meeting function (including video!) in Microsoft Teams. By using it, everybody can either possess the task cards before them or shared via on screen.

5. Tasks within the sprint backlog

Roles: Team

Application: Tasks in Planner cards

The job around the task packages, inside a sprint, now begins at fifth step. This will usually take no more than 1-4 days and become monitored through daily Daily Scrum Conferences (see sixth step – Scrum Conferences). For detailed progress planning, I suggest splitting work packages into individual (sub) tasks. These may be defined within each Planner task card.

6. Conferences in Scrum

Roles: Master, Owner, Team

Application: Teams Meeting (Planner Maps Overview)

A main area of the Scrum approach is meeting daily for no more than fifteen minutes. In this meeting, each person in they reports on which happen to be doing because the last Scrum, the things they is going to do before the next Scrum, and just what hampers the work they do. The actual can deduce necessary steps to obvious these obstacles.

Microsoft Teams offers the perfect foundation for such conferences, particularly with distributed teams. As with fourth step (“Sprint Planning”), each participant can stick to the tasks around the Planner map view throughout the meeting or via screen discussing. Because of the compact scheduling of daily Scrums, however, you ought to consider whether this really is necessary or maybe the video and audio broadcast is enough.

Sprint Review Meeting

Roles: Master, Owner, Team, Stakeholder

Application: Teams Meeting (Planner Maps Overview)

In the finish of every sprint there must be a progress check. With respect to the project and product, a (partial) result release could be completed and given to the customer. He is able to then accept the end result, reject it, give feedback, or perhaps formulate new needs. This highlights the advantages of agile project management software, where one can constantly react to altering tasks.

When compared to compact daily Scrums, while using Planner task cards as visual support throughout the Sprint Review Conferences is extremely suggested. Nonetheless, the Sprint Reviews should last no more than 1 hour.

Using the hopefully available authorization limitations per team funnel (see Microsoft User Voice), an “external channel” could be produced using the client, conferences are held and files could be shared without other internal documents becoming available. For now, however, the present meeting function including telephone dial-up—is an ideal method to contain the sprint reviews with (exterior) clients.

Which Tool When: #MicrosoftProject or #MicrosoftPlanner?

8. Sprint Retrospective

Roles: Master, Team, (Owner)

Application: Teams Meeting (Teams Channels)

Additionally to concentrating on the workOritem within the Sprint Review, they should meet individually and discuss the job process. This ought to be continuously checked and improved.

Instead of a gathering, feedback may also be made directly within the team channels.

9. Product Backlog Refinement

Roles: Owner

Application: Planner Buckets

In the outcomes of step seven (“Sprint Review Meeting”), the merchandise owner must organize increase the merchandise backlog. Completed work packages ought to be marked as finished in Planner and gone to live in the merchandise log. New or updated tasks could be started again within the Product Backlog or scheduled directly for the following sprint.

10. Project Completion

Roles: Owner, Stakeholder

Application: Planner Buckets, Teams Meeting

Once all sprints happen to be completed, the end result can be sent to the client. Planner should then mark all task cards within the product log as complete.

In addition, because of this straightforward diagram, an item owner has an introduction to his Scrum projects and also the status from the tasks they contain.

Lately, Microsoft added the functionality to export an agenda in to the Stand out format. Although extra formatting and transformation actions are essential, this latest capacity allows you to build additional analysis and reporting functions like a burn-lower chart (generally employed for Scrum).

Microsoft works tirelessly to apply additional features at work 365 and Planner. As a result, the linking of Microsoft Outlook appointments with Planner tasks was lately folded out. The bond with other Office 365 workstreams can also be presently under development, as possible continue reading the Office 365 Roadmap page.

No matter future developments, Planner has already been a perfect tool for agile project management software and also the Scrum approach, particularly with it’s very easy integration into Microsoft Teams. I therefore suggest that firms that wish to establish agile work structures need Planner in conjunction with Microsoft Teams, especially with regards to promising small to medium-sized projects.

Want more about project management software methods? Sign up for our blog!