Agile & Scrum Resources

Here's a sampling resources & references for Agile, Scrum, and innovation in general.

Overviews and Summaries

Agile Manifesto [2001, key reference for Agile values & principles]

The Scrum Guide [The definitive summary by the two co-creators of Scrum.]

Definitions of Scrum

Learn More About Scrum , Video (1:20) by the Scrum Alliance, with 30-sec text summary.

Scrum Roles, Video (2:40) by Michael del la Maza.

Scrum Foundations eLearning Series, by the Scrum Alliance. Video approx. 35min.


Core Scrum Summary by the Scrum Alliance

The Scrum Primer

Scrum and XP from the Trenches, by Henrik Kniberg

Scrum Pattern Community [Tags: patterns Description: Common optional practices commonly added by high-performance teams. See especially Sutherland's, "A Pattern Language for Hyperproductivity", for a list of common patterns.]


Three Items: Jeff Sutherland: How to Avoid the Most Common Scrum Pitfalls. Video 3:30

Nine items: Scrum: The Nokia Test by Jeff Sutherland Video 6:13

Nokia Test. aka Scrum But ... test

Scrum Checklist by Henrik Kniberg, Crisp

An Example Checklist for ScrumMasters by Michael James. [Be a great ScrumMaster]


Software in 30 Days: How Agile Managers Beat the Odds, Delight Their Customers, And Leave Competitors In the Dust... by Ken Schwaber and Jeff Sutherland

Scrum The Art of Doing Twice the Work in Half the Time, by Jeff Sutherland and JJ Sutherland

Agile Project Management with Scrum by Ken Schwaber

Succeeding with Agile by Mike Cohn

Coaching Agile Teams by Lyssa Adkins

Agile Retrospective by Esther Derby and Diana Larsen


"Embracing Agile", by Darrell K. Rigby, Jeff Sutherland, Hirotaka Takeuchi, HBR May 2016

"The New New Product Development Game", by Hirotaka Takeuchi and Ikujiro Nonaka, Harvard Business Review January 1986
[Key Reference with great examples of iterative development of complex products, by self-organizing teams. Hardware examples. This article was a key influence on Jeff Sutherland. The term "Scrum" came from this article.]

"How to Tell If a Company Is Good at Innovating or Just Good at PR", by Scott Anthony, DECEMBER 18, 2015, HBR [Tags: Innovation]

The mob rules, ok?" by Steve Tooke, Dec 21, 2015 [Tags: mob programming, remote, Cucumber]

"Yahoo's Engineers Move to Coding Without a Net", By Tekla Perry, Dec 11 2015 [Yahoo. "What happens when you take away the quality assurance team in a software development operation? Fewer, not more errors, along with a vastly quicker development cycle."]

"Proof That Positive Work Cultures Are More Productive" by Emma Seppalakim Cameron, in HBR, Dec 1, 2015

A Metric Leading to Agility (Running Tested Features), by Ron Jeffries

We Tried Baseball and Didn't Work, by Ron Jeffries


Scrum Alliance (non-profit, support & certification) (for profit, different certification)


Certified ScrumMaster (CSM) certification info

Scrum Alliance Certifications


Jeff Sutherland: Who Should Be Using Scrum? 1:22

Jeff Sutherland: How to Avoid the Most Common Scrum Pitfalls 3:30

Scrum: Jeff Sutherland Breaks Down the Structure of Scrum 5:36

Getting the Organization to Buy Into Agility - It's All About Leadership, by Jeff Sutherland, Video 1:48

Scrum: Jeff Sutherland Discusses His Vision for Scrum 2:59

Scrum: The Nokia Test by Jeff Sutherland 6:13

Scrum: Going from Done to Done-Done by Jeff Sutherland 1:43

Scrum: What does it mean to be Ready-Ready? by Jeff Sutherland 3:30

Scrum: Inside the Sprint Retrospective by Jeff Sutherland 2:29

Scrum: Inside the Scrum of Scrums by Jeff Sutherland 2:55

Jeff Sutherland: How to Avoid the Most Common Scrum Pitfalls

Scrum Basics: What Is the Product Backlog Review in Scrum? Retrospective by Jeff Sutherland

Scrum Basics: What Is the Scrum Daily Meeting? by Jeff Sutherland

The ScrumMaster - How to Develop a Team, by Marcel van Hove 7:21

a funny Scrum Master movie with Jeff Sutherland

Spotify Engineering Culture part 1 (Agile Enterprise Transition with Scrum and Kanban)

Spotify Engineering Culture part 2 (Agile Enterprise Transition with Scrum and Kanban)

"The Backwards Brain Bicycle - Smarter Every Day 133" 7:57 [Wonderful example of knowledge not being equivalent to understanding, and how long it takes to integrate & understand new knowledge, even when simple.]

"The Context for Agility", by Peter Green, July 29, 2015 8-minute video that ties together Lean, Agile, Lean Startup, and Laloux's work on Reinventing organizations.

Agile Product Ownership in a Nutshell by Henrik Kniberg, Oct 25, 2012 "This is basically a 1 day product ownership course compressed into 15 minute animated presentation. There's obviously more to product ownership than this, so see this is a high level summary."

Motivation by Dan Pink 10:47 RSA Animate - Drive: The surprising truth about what motivates us.

Frederic Laloux's Revinventing Organizations presented in 9:21 min video by Peter Green

Cost of Delay Intro by Black Swan Farming, video 2:27

How to run a company with (almost) no rules by Ricardo Semler. TED talk. 21:42 video (Right in line with Laloux's Reinventing Organizations.)

Nordstrom Innovation Lab: Sunglass iPad App Case Study. See how the Nordstrom Innovation Lab created, tested and built an iPad app in just one week. 6:42

"The Process (a.k.a. Designing The Stop Sign Video)" video 4:28

Test Your Awareness: Do The Test 1:08

Fearsome All Blacks haka - Rugby World Cup 2015 final v Australia

The New Zealand national men's rugby union team, officially nicknamed the All Blacks, represents New Zealand in men's rugby union, which is regarded as the country's national sport. The All Blacks are three time winners, and current holders of the Rugby World Cup, having won the inaugural competition in 1987, then won consecutive titles in 2011 and 2015, and are the 2015 World Rugby Team of the Year. They have won over 76% of their test matches and are the leading test match points scorers of all time. Their win ratio puts them amongst the most successful teams of any sport in history.

Formula 1 Pit Stop 1950 vs 2013. (67 seconds versus 2-3 secs) [Swarming example]

"Silicon Valley" HBO Comedy, S01E05 scrum scene 2:50 (CAUTION: Contains some language that some people may find crude or offensive)


It would be nice if we were good at predicting. It would make it easier to plan and reduce risk. Unfortunately, on average, even experts often get it wrong. Here are some examples.

15 Worst Tech Predictions Of All Time

The absolute worst technology predictions of the past 150 years

Case Studies

Google AdWords Team(s) [This is my favorite case study in terms of the gradual invited experiments.] "Ssh! We are adding a process." Mark Striebeck, Google Inc.

Scrum@Scale Case Studies [Tags: Scrum at Scale, Scale]

Agile Project Development at Intel: A Scrum Odyssey by Pat Elwer, Intel Corporation, Reduced cycle time by 66% and eliminated schedule slip within a year,

List of 30+ Case Studies on

List of Case Studies, compiled by Look Forward Consulting

List of 16 Case Studies, compiled by Version One

List of 14 Case Studies, compiled by Agile Pain Relief

PayPal's Agile Transformation Story, by Kristen Wolberg [305 teams, Two Laws: 1) 2-week sprints; 2) All work is in Rally], PayPal's Agile Transformation

Case Study: How Bottomline Reached for the Top -- and Got There with Scrum

Critical Success Factors for Agile Project Management in Non-Software Related Product Development Teams, Jeff Totten, Western Michigan University, Dec 2017

See also Government.

Banking Case Studies in Agile Transformations - A Sampling

[Including: PMorgan Chase, Capital One, ING, Barclays, Wells Fargo, Westpac One, BBVA Compass, Tangerine Bank]

"Agile Development Is Reshaping Tech at Banks Like Chase and BBVA", American Banker, 2016

ING: Transformation at ING (A): Agile, Harvard Business School Case Collection.

"ING Bank Case Study: Improving time to market from 13 weeks to Less than 1 week with DevOps and Cont" Video:

Barclay's Retail and Banking agile transformation

PayPal's Agile Transformation Story, by Kristen Wolberg [305 teams, Two Laws: 1) 2-week sprints; 2) All work is in Rally], PayPal's Agile Transformation

Capitol One: "How Capital One went from one agile team to expanding devops enterprise-wide"

"How Capital One Became A Leading Digital Bank"

How Wells Fargo Leverages Technology to Deliver A+ Service

ME(Bank): Fragile to Agile - Case Study: ME (Bank) Transformation Program Video:

"Westpac One. Westpac is a major New Zealand bank serving over a million customers...""

"How to Become an Agile Bank"

"Fortune 100 financial corporation specializing in credit cards, loans, banking and savings products, acquired an online retail bank in the US... Results: 1) An average of 200% improvement in Team's Speed, Productivity, and Quality; 2) One line of business reduced cycle time from 18 months to 6 weeks; 3)Scaled to multiple Lines of Business / teams"

"Standard Bank Standard Bank Speeds Time-to-Market by 23X after Adopting SAFe"


[tags: government, tax payers] See also "Case Studies" section of this page.

California Department of Technology's Understanding Agile Guide

FBI Sentinel Project [Virtual Case File (or VCF), officially abandoned in January 2005, having turned into a complete fiasco for the FBI. $575 million dollars wasted on the first two attempts at the project. Scrum Studio was set up in the basement of the Hoover Building. Staff reduced from 400 to 40, and in 1 year and $30 million, they were code complete, at a cost savings of more than 90 percent]

FBI Sentinel Project, Full Case study, Sutherland's book:

FBI Sentinel Project, Thomas Friend presentation 2017:

Case Study: Agile Government and The Department of Justice [450,000 web pages, 100 individual DOJ offices, gradual migration, As planned, the first version release of one site section was accomplished on budget, within four months.]

Adopting Agile Methods in the Public Sector: A Systematic Literature Review

"Agile Procurement in Practice Webinar" [tags: government, State of California]

"Agile Acquisitions: Rethinking Public-Sector Purchasing" [tags: government, california, washington, montana]

Scrum Outside Software

[tags: schools, legal, lawyers, sales]

"Scrum Outside of Software", list of links by Mark Levison [tags: sales, non-software, non-it, cars, schools, homework, lawyers, house remodel, radio show, etc.]

"How Visual Systems Make It Easier to Track Knowledge Work" by Daniel Markovitz, Harvard Business Review, 9/24/2015, [tags: Lawyers, legal, knowledge work, non-software, non-it]

"Non-IT Kanban Implementation at Scale" by Gene Gendel,

Lean in the lawfirm by Stephen Reed, 6/5,2012 [tags: Lawyers, non-it, non-software]

User Stories

User Stories: "Essential XP: Card, Conversation, Confirmation", by Ron Jeffries, Aug 30, 2001, [Keywords: User Story, User Stories]

User Story/Stories: "The Short Short Story" by Paul Dupuy. [Keywords: User Stories]

User Stories - Earn 1 PDU, by Mike Cohn. (Video: 52:08)

Agile User Stories, by Mark Shead. (Video 6:51)

Impact Mapping - Visualizing impacts of your software with a demo with Astah (video 4:09)

How to Write Good User Stories (video 3:51)

Story and Example Mapping Mashup (video 1:47)

User Story Splitting

Splitting User Stories - Agile Practices, Video 8:40, Mark Shead [Keywords: User Story, User Stories, story splitting]

Quick Reference Guide for Splitting User Stories, Agile Learning Labs [Keywords: User Story, User Stories, story splitting]

Story Splitting Cheat Sheet, Humanizing Work [Keywords: User Story, User Stories, story splitting]

Estimates & No Estimates

"Value, not Scarcity, not Estimates", by Ron Jeffries

"The NoEstimates Movement", by Ron Jeffries

"Estimation: The Best We Can Do", by Ron Jeffries

Games & Exercises

Tasty Cupcakes

Agile Jeopardy

Retrospective Games Sailboat, speed car, starfish, mad sad glad, flying kite, turn the table, fish bowl, thinking box.

Consultancy: Clients, Vendors, and Contracts

Consultancy Scrum: Making Agile Work for Clients and Vendors

Agile Contracts Abstract, Scaled Agile Framework. (SAFe)

Agile Contracts

Agile Contracts -- Can we make them possible?, Andrea Provaglio, June 1, 2013

Remote Teams Distributed Teams

THE DISTRIBUTED SCRUM PRIMER, Version 1.0 by Pete Deemer


5S Lean Practices plus Safety. (5S is the system developed in Japan during their industrial explosion to make manufacturing facilities, warehouses, and other facilities more efficient and safer)

Engineering Practices

Continuous Deployment at Instagram ["...we deploy our backend code 30-50 times a day... whenever engineers commit changes to master... with no human involvement in most cases. ..."]

Deployment Infrastructure for Continuous Deployment [at Wealthfront, Palo Alto]


"The five keys to a successful Google team", JULIA ROZOVSKY, ANALYST, GOOGLE PEOPLE OPERATIONS NOVEMBER 17, 2015

Google Says The Best Managers Have These 10 Qualities, by Zack Friedman, Forbes Aug 30, 2018

"What Google Learned From Its Quest to Build the Perfect Team" -- New research reveals surprising truths about why some work groups thrive and others falter. By CHARLES DUHIGG, New York Times Magazine, FEB. 25, 2016

"Psychological safety and learning behavior in work teams", Amy Edmondson, Harvard University, Jun 1999,,%20ASQ%201999.pdf

"The Management Secret That Makes SNL's Chaotic Writers Room Succeed" by Charles Duhigg, 12/19/2016, Fast Company [Lorne Michaels shares how he's harnessed his team's "collective intelligence" for over 40 years. "As long as everyone got a chance to talk, the team did well." "Lorne Michaels . . . abides by two rules: he gives everyone a voice, and he forces people to really listen to each other."]

"New Research: How Employee Engagement Hits the Bottom Line" by Tony Schwartz, Harvaed Business Review, NOVEMBER 08, 2012 [Tags: leadership, teams, motivation, engagement]

Leadership Evolves Amid Tech Changes - Equifax, P&G, Liberty Mutual embrace digital tools; managers shift toward shorter development cycles By ANGUS LOTEN AND JOHN SIMONS Jan 3, 2017, Wall Street Journal (WSJ)

Transformation and Change

Kotter's 8-Step Change Model, by John Kotter, Prof at Harvard Business School

Leadership: From Management to Leadership

The Elusive Agile Enterprise. How the Right Leadership Mindset, Workforce and Culture Can Transform Your Organization. Forbes Insights study, surveyed more than 1,000 C-level executives from around the globe and from a range of industries.

"Turn the Ship Around!: A True Story of Turning Followers into Leaders", by L. David Marquet. He has a book, a TED talk, and some video snippets. Here's one: Inno-Versity Presents: "Greatness" by David Marquet [video 9:47]
and a shorter one:
David Marquet - Turn The Ship Around [video 3:09]

"It's Your Ship: Management Techniques from the Best Damn Ship in the Navy", by D. Michael Abrashoff. He has a book, some longer videos, and some video snippets. Here's one:
Motivational Keynote Speaker MIKE ABRASHOFF: It’s Your Ship [video 3:04]

"Team of Teams: New Rules of Engagement for a Complex World", by Stanley McChrystal, retired from the U.S. Army as a four-star general after more than thirty-four years of service. His last assignment was as the commander of all American and coalition forces in Afghanistan. Video Snippet: Gen. Stanley McChrystal on leadership strategy "Team of Teams"[video 6:30]

"Learn to Speak Last." Simon Sinek quotes Nelson Mandela on Leadership. Speaking last honors the ideas of others and gives a person more info before they speak. (last)

Organizational Structure

Structural Change at ING a la best tech firms. (350 9-person teams) Brief article Apr 2019, "...ING reorganized into 350 nine-person teams called squads comprised of marketing specialists, product and commercial specialists, user-experience designers, data analysts, and IT engineers. ING’s squads aren’t just self-sufficient from software development and delivery standpoint; they are also self-sufficient from a business and management standpoint...."


The Science of Influence, by Lorraine Aguilar, NVC expert, video 27:19


"I did then what I knew how to do. Now that I know better, I will do better." -- Maya Angelou

“Intelligence is the ability to adapt to change.” -- Stephen Hawking, Astrophysicist

“The lust for certainty is the most damaging thing that humanity has. It’s what drives people to take rigid stances, and it’s in that rigidity that so much violence occurs…” — Adam Frank, Astrophysicist, Into the Light (film)

Hardware Applications, Principles, Case Studies

Hardware examples of using Scrum. Scrum Inc Articles by Jeff Sutherland, Joe Riddle, etc.

"The New New Product Development Game", by Hirotaka Takeuchi and Ikujiro Nonaka, Harvard Business Review January 1986 [Key Reference with great examples of iterative development of complex products, by self-organizing teams. Hardware examples. This article was a key influence on Jeff Sutherland. The term "Scrum" came from this article.]

TEDxRainier - Joe Justice - WikiSpeed

Wikispeed Car Case Study in the Harvard Business Review:

Keynote REConf 2017 Joe Justice: Scrum: Disrupting the Automotive Industry

10 principles of Extreme Manufacturing, by Peter Stevens, [hardware]

XM Principle 3: Test-Driven Development, by Peter Stevens, [hardware]

XM Principle 5: Iterate the Design, by Peter Stevens, [hardware]

The Story of Tesla, by Peter Stevens, by Elon Musk [hardware]

Lean Startup

How to Build a Lean Startup. 2 Minutes to See Why, by Steve Blank

Lean Startups: MVPs and the Importance of Learning, Eric Riss, Video 3:30

Design Thinking

How It Works: Design Thinking [IBM Design Thinking, Agile Development], by IBM Thinking Academey, video 5:51


Google Sheets & Docs (Simple. Build your own light saber. Link a sheet item to a doc, or a bookmark in a doc.)

Jira agile project management tool

Mingle agile project management tool

Pivotal Tracker agile project management tool

Rally agile project management tool

Version One agile project management tool





ScreenHero [Tags: remote collabration, mob programming, remote, pairing]

i done this (Small daily wins, and status reporting)

JIRA Jr. Project Tracking... for Kids!

Planning Poker [tags: on-line, distributed teams, free]

Fun Retrospectives: Activities and ideas for making agile retrospectives more engaging. (aka Fun Retro) [tags: on-line, distributed teams, free]

RetroTool: Remote Retrospectives; Simple. Fun. Flexible.

Drawing Tools used by Henrik Kniberg: Artrage (drawing program), Wacom Intuos 5 (drawing tablet), Screenflow (screen & audio capture).

Meetups, Conferences, meetings

Silicon Valley Agile Leadership Network Meetup Groupp (4340+ members)

Bay Area Agile Leadership Network (3176+ members)

SB Agile Meetup [Santa Barbara] (450+ members)

Agile Professionals of Sacramento Meetup Group (255+ members)


Top 15 Best GLOBAL BRANDS Ranking [video animation. 1:08]

Margaret Heffernan: Why it's time to forget the pecking order at work. (aka the Chicken Study)

INVEST: Learn about the INVEST model to help you write excellent User Stories for your Software System, by Bill Wake

Sample Definition of Done, by Peter Stevens, [with evolution definition]

The Three Faces of Done, by Peter Stevens

PRECOIL - How to get started with Assumptions Mapping.

Hardware examples of using Scrum. Scrum Inc Articles by Jeff Sutherland, Joe Riddle, etc.

Weekly Nudge 48 - What we say matters! Fix the Environment, Not People, by David Marquet

The Impact of Agile. Quantified. CA Technologies (Formally Rally) [Data from 160,000 projects, 50,000 agile teams, and 13,000 active teams. Uses Software Development Performance Index (SDPI) developed by the Software Engineering Institute (SEI) at Carnegie Mellon University. SDPI measures performance across the key dimensions of Quality, Productivity, Predictability, and Responsiveness ]

Doodling in Math: Spirals, Fibonacci, and Being a Plant [1 of 3]

It's Not Just Standing Up: Patterns for Daily Standup Meetings, by Jason Yip

A Gallery of 16 Team Rooms and Charts collected by William Wake

Mapping of the Project Manager Role to the ScrumMaster Role

Apple's Steve Jobs using lean agile thinking, "...we're having to make guesses 4 5 6 months in advance about what the customer wants, and we're not smart enough to do that. I don't even think Einstein is smart enough to do that. So what we're going to do is get really simple, and start taking inventory out of those pipelines, so we can let the customer tell us what they want, and we can respond to it super fast..." See section 2:15-2:44 of "Apple Confidential - Steve Jobs on "Think Different" - Internal Meeting Sept. 23, 1997"

Scrum Pattern Community

Scrum Master Toolbox Podcast The podcast for Scrum Masters and Scrum practitioners>

10 New Rules for Brainstorming Without Alienating Introverts

More references and info on SourceCell site:

More references and info on ScrumAlliance site:

A Conference Call in Real Life

Alpha Dog Fallacy

littleBits: Become an Engineer With These High-Tech Building Blocks.

iPhone Click Wheel Software [Tags: Early Versions, Protoypes]