Managing Products with Agility · Topic 5 of 5
Forecasting and Release Planning
Forecasting and release planning for PSPO I: burn-downs, burn-ups and cumulative flow, empiricism in forecasts, and releasing usable Increments early.
- 4 min
- Burn-downs, burn-ups and cumulative flows are useful but do not replace empiricism.
- Only what has already happened may be used for forward-looking decisions.
- Progress toward the Product Goal is discussed at the Sprint Review.
What it is
In complex work, the future cannot be predicted precisely, so Scrum relies on empiricism for planning. Forecasts of progress toward the Product Goal use what has actually happened, and value is released whenever an Increment is usable rather than waiting for a fixed release phase.
How it works
Forecasting
- The Scrum Guide notes that various practices exist to forecast progress, like burn-downs, burn-ups or cumulative flows.
- While proven useful, these do not replace the importance of empiricism. In complex environments, what will happen is unknown. Only what has already happened may be used for forward-looking decision making.
- Progress toward the Product Goal is discussed at the Sprint Review, where the forecast can be inspected and adapted.
| Practice | What it shows |
|---|---|
| Burn-down | Work remaining over time |
| Burn-up | Work completed over time against the total scope |
| Cumulative flow | How many items are in each state over time |
None of these practices is required by Scrum.
Forecasts are not promises
A forecast is a likely range based on past evidence, and it changes as the team learns. At Sprint Planning the Developers select the items they expect to complete; the commitment for the Sprint Backlog is the Sprint Goal, not every selected item.
A worked example: the team has completed between 18 and 24 points of work per Sprint over the last five Sprints, and about 120 points remain for the next release goal. A reasonable forecast is roughly five to seven Sprints, revisited at every Sprint Review as scope and evidence change. Stating "exactly five Sprints, guaranteed" ignores empiricism.
Releasing value
- An Increment must be usable, and it may be delivered to stakeholders before the end of the Sprint.
- The Sprint Review should never be considered a gate to releasing value.
- Multiple Increments may be created within a Sprint.
- Only work that meets the Definition of Done can be released.
- Each Sprint aims at a usable Increment, so releases follow value and feedback, not a fixed release phase. Scrum.org guidance treats the release decision as part of the Product Owner's accountability for value; the Scrum Guide itself does not say who decides.
No special Sprints
Scrum has no release Sprint, hardening Sprint or stabilization Sprint. All work necessary to achieve the Product Goal, including quality and release work, happens within Sprints, and every Increment must meet the Definition of Done.
The 2017 Scrum Guide had the Product Owner track total work remaining at least every Sprint Review. The 2020 Guide removed that rule. Answer from the 2020 Guide: progress toward the Product Goal is discussed at the Sprint Review.
How the exam asks about this
- "Do burn-down charts replace empiricism?" No.
- "What may be used for forward-looking decisions?" Only what has already happened.
- "Can an Increment be released before the Sprint Review?" Yes.
- "The team wants a hardening Sprint before release. What does Scrum say?" There is no such Sprint; every Increment must meet the Definition of Done.
What to remember for the exam
- Burn-downs, burn-ups and cumulative flows are useful but do not replace empiricism.
- Only what has already happened may be used for forward-looking decisions.
- Progress toward the Product Goal is discussed at the Sprint Review.
- Increments can be released at any time during the Sprint if they meet the Definition of Done.
- There are no release, hardening or stabilization Sprints.
A long term plan with fixed dates for every feature ignores empiricism. Plans adapt as the team learns from each Increment.
Common mistakes
Treating a forecast as a promise. It is based on past evidence and revised.
Waiting for the Sprint Review to release. Release when an Increment is usable and valuable.
Adding a release Sprint. All work happens within normal Sprints.
Check yourself
Do forecasting practices such as burn-downs replace empiricism?
No. They are useful, but only what has already happened may be used for forward-looking decisions.
Must an Increment wait for the Sprint Review to be released?
No. It may be delivered to stakeholders before the end of the Sprint.
At which event is progress toward the Product Goal discussed?
The Sprint Review.
Topic 5 of 5 in Managing Products with Agility
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