Book: Agile Estimating and Planning

jimmy posted on March 23,2008 viewed 92, comments 0


This book could have been called Estimating and Planning Agile Projects. Instead, it’s called Agile Estimating and Planning. The difference may appear subtle, but it’s not. The title makes it clear that the estimating and planning processes must themselves be agile. Without agile estimating and planning, we cannot have agile projects.


The book is mostly about planning, which I view as answering the question of “What should we build and by when?” However, to answer questions about planning we must also address questions of estimating (”How big is this?”) and scheduling (”When will this be done?” and “How much can I have by then?”).

This book is organized in seven parts and twenty-three chapters. Each chapter ends with a summary of key points and with a set of discussion questions. Because estimating and planning are meant to be whole-team activities, one of the ways I hope this book will be read is by teams who meet perhaps weekly to discuss what they’ve read and the questions at the end of each chapter. Because agile software development is popular worldwide, I have tried to avoid writing an overly United States-centric book. To that end, I have used the universal currency symbol, writing amounts such as ¤500 instead of perhaps $500 or €500 and so on.

Part I describes why planning is important, the problems we often encounter, and the goals of an agile approach. Chapter 1 begins the book by describing the purpose of planning, what makes a good plan, and what makes planning agile. The most important reasons why traditional approaches to estimating and planning lead to unsatisfactory results are described in Chapter 2. Finally, Chapter 3 begins with a brief recap of what agility means and then describes the high-level approach to agile estimating and planning taken by the rest of this book.

The second part introduces a main tenet of estimating, that estimates of size and duration should be kept separate. Chapters 4 and 5 introduce story points and ideal days, two units appropriate for estimating the size of the features to be developed. Chapter 6 describes techniques for estimating in story points and ideal days, and includes a description of planning poker. Chapter 7 describes when and how to re-estimate, and Chapter 8 offers advice on choosing between story points and ideal days.

Part III, “Planning for Value,” offers advice on how a project team can make sure they are building the best possible product. Chapter 9 describes the mix of factors that need to be considered when prioritizing features. Chapter 10 presents an approach for modeling the financial return from a feature or feature set and how to compare financial returns so that the team works on the most valuable items first. Chapter 11 includes advice on how to assess and then prioritize the desirability of features to a product’s users. Chapter 12 concludes this part with advice on how to split large features into smaller, more manageable ones.

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