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Agile/Scrum Methodology Guide

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This guide explains how Agile/Scrum program delivery actually works, using MedConnect Mobile's real sprint history as a running example. It's written for anyone who knows predictive/PMBOK delivery well but wants to understand why a mobile rebuild ran on sprints instead of a phase-gated schedule.

Why adaptive delivery, for this program specifically: a native mobile rebuild competing against an unknown pace of user adoption and platform-store review cycles benefits from shipping incrementally and adjusting scope based on what real usage shows — the opposite bet from a program where the end state is already fully known. See the PMBOK suite's methodology guide for the predictive alternative.

Contents

  1. Methodology at a Glance
  2. The Sprint Cadence
  3. The Four Ceremonies (Plus Refinement)
  4. Key Disciplines vs. PMBOK Delivery
  5. Change Handling in Agile
  6. MedConnect Mobile by the Numbers
  7. Roles at a Glance
  8. Questions & Answers
  9. Related Reading

1. Methodology at a Glance

Scrum is adaptive: instead of baselining scope up front, the team commits to a fixed-length iteration (the sprint) and re-prioritizes the Product Backlog before every one. What's fixed is the timebox and the process; what flexes is exactly which backlog items get built next, based on what was learned in the last sprint.

This only works because of two disciplines PMBOK delivery doesn't need in the same way: a reliable sprint cadence the whole organization can plan around, and a velocity number the team trusts enough to forecast with — both earned through repetition, not declared on day one.

2. The Sprint Cadence

Sprint 0

Kickoff / Foundation Sprint

No feature work ships in Sprint 0 — it's for environment setup, backlog seeding, and team formation.

MedConnect Mobile example: Kickoff/Sprint 0 was Jan 5, 2026.

Why it matters: skipping Sprint 0 is a common mistake — teams that try to ship features in their very first sprint often discover mid-sprint that the environment isn't ready, which blows the sprint commitment before the team has even had a chance to build trust in its own velocity.

Sprints 1–5

Toward Release 1 (MVP)

Each sprint delivers a working increment; velocity is tracked from Sprint 1 onward but treated as unreliable until the team has a few sprints of history to average.

MedConnect Mobile example: Release 1 (MVP) shipped at the end of Sprint 5, Mar 27, 2026. Committed vs. delivered points were tracked every sprint from Sprint 1.

Why it matters: an MVP release date set this early only works because it's a target the team is forecasting toward with real velocity data, not a date fixed at Planning the way a PMBOK baseline would be. If velocity had come in consistently lower than committed, Release 1 scope — not the date — would have been the thing that flexed.

Sprints 6–8

Toward Release 2 (Full Cutover)

By this point velocity has stabilized enough to forecast the remaining scope with real confidence — this is where adaptive planning pays off, because the team isn't guessing at a schedule set six months earlier.

MedConnect Mobile example: Release 2 (Full Cutover from CareLink Classic) shipped at the end of Sprint 8, May 8, 2026, with Program Closeout on May 15, 2026 — 7 days later, for transition and final reporting.

Why it matters: by Sprint 6, the team had 5 sprints of real delivered-points history (34, 41, 40, 44, 46) to average — a far more trustworthy forecast basis than the single planning-day estimate a predictive program would have locked in at Kickoff. That's the whole case for adaptive delivery in one number: the plan gets more accurate over time instead of being most accurate on day one and eroding from there.

3. The Four Ceremonies (Plus Refinement)

CeremonyCadencePurpose
Sprint PlanningStart of every sprintTeam commits to a set of backlog items for the sprint, based on velocity and Definition of Ready
Daily StandupDaily15-minute sync on progress and blockers — not a status report to management
Sprint ReviewEnd of every sprintDemo completed work to stakeholders; gather real feedback before the next sprint is planned
Sprint RetrospectiveEnd of every sprintTeam-only reflection on what to keep, stop, and start — Agile's continuous version of Lessons Learned
Backlog RefinementOngoing, between sprintsKeeps upcoming backlog items sized, clarified, and meeting Definition of Ready before they're ever pulled into a sprint

The Retrospective is worth calling out specifically, since it's the ceremony a PMBOK-trained reader is most likely to underestimate: it happens every single sprint, not once at program closeout, which means lessons get applied within weeks instead of being filed away for the next program.

4. Key Disciplines vs. PMBOK Delivery

DisciplineAgile / ScrumPMBOK / Predictive
ScopeReprioritized every sprint via the Product BacklogFixed at Planning baseline; changes go through formal Change Control
ScheduleFixed-length sprints (2 weeks); scope flexes, not the timeboxSingle baseline schedule tracked to completion
Progress measurementVelocity and burndown against sprint commitment% complete against baseline schedule/budget
Retrospective mechanismEvery sprint — continuousCaptured at Closeout, or as issues arise
Change authorityProduct Owner reorders the backlog for freeSponsor/Steering Committee approves formal Change Requests

5. Change Handling in Agile

A common misconception is that Agile has no change control at all. MedConnect Mobile's own Change Handling in Agile page draws the actual line: ordinary reprioritization is free — the Product Owner just reorders the backlog, no approval needed. A formal Change Request is only raised when something affects a baselined commitment — the approved budget or a fixed release date — not routine scope adjustment.

Three formal CRs were raised on this program, all because they touched budget or schedule commitments, not ordinary backlog work:

Notice the shape: this needed formal approval specifically because it touched the approved budget, exactly the same reason a PMBOK program would route it through formal Change Control. The lesson isn't that Agile lacks discipline around cost and schedule — it's that Agile reserves that formal weight for baselined commitments, and doesn't spend it on ordinary scope decisions the Product Owner is already trusted to make sprint to sprint.

6. MedConnect Mobile by the Numbers

FigureValueSource
Approved Program Budget$1,850,000Program Budget
Actual Program Cost (at Closeout)$1,810,000Program Budget
Total Reconciled Delivery Labor$1,362,000Resource Plan
Program DurationSprint 0 (Jan 5, 2026) to Closeout (May 15, 2026) — 8 delivery sprintsProgram Charter
Release 1 (MVP)End of Sprint 5, Mar 27, 2026Program Charter
Release 2 (Full Cutover)End of Sprint 8, May 8, 2026Program Charter
Average Velocity (Sprints 2–8)43 points/sprintVelocity Chart
Formal Change Requests3 (all approved)Change Control Log

7. Roles at a Glance

Scrum defines fewer formal roles than PMBOK, on purpose — the framework relies on the team, not a role hierarchy, to make most day-to-day decisions.

RoleOwns
C. Tyrrell — Product Owner & Agile Delivery LeadBacklog prioritization, release scope decisions, and the single point of accountability across both teams
J. Marsh — Scrum Master, Team FalconRemoves blockers, facilitates ceremonies, protects the team's sprint focus
R. Okafor — Scrum Master, Team AnchorSame, for Team Anchor
M. Delacroix — Executive Sponsor, VP Digital HealthProgram-level funding authority; approves Change Requests touching budget/schedule
Dr. L. Nguyen — CMIO (advisory, ~10%)Clinical input, matrixed in from her home department rather than dedicated full-time
T. Brannigan — Compliance & Security Director (advisory, ~10%)Compliance/security input, similarly matrixed

Notice there's no dedicated PMO or governance layer sitting between the Product Owner and the Sponsor — that compression is deliberate. A PMBOK program's RACI often spans several accountable roles across different deliverables; here, C. Tyrrell is accountable for nearly everything delivery-related, with the Scrum Masters handling team-level facilitation rather than program-level decisions.

8. Questions & Answers

What are the core Scrum ceremonies?

Sprint Planning, Daily Standup, Sprint Review, and Sprint Retrospective, every sprint, plus ongoing Backlog Refinement between sprints.

Does Agile really have no change control?

No — it has a narrower one. Ordinary reprioritization is free; formal Change Requests are reserved for changes touching a baselined budget or schedule commitment. See Section 5 above.

Why does velocity fluctuate instead of being a fixed number?

Because it reflects real team capacity — availability, story complexity, and interruptions all vary sprint to sprint. MedConnect Mobile's velocity ranged from 34 to 46 delivered points across 8 sprints, which is why the team used a multi-sprint average (43) to forecast Release 2, not any single sprint's number.

What's the difference between Definition of Ready and Definition of Done?

Ready gates entry into a sprint (clear acceptance criteria, sized, dependencies known); Done gates exit (tested, reviewed, deployed). See Definition of Ready/Done for the program's exact criteria.

Agile Glossaryglossary.html — plain-English definitions of Scrum terms used across this suite.

Sprint Retrospectivesprint-retro.html — the Agile equivalent of a Lessons Learned register, refreshed every sprint.

Compare methodologies — see how this differs from PMBOK/predictive delivery and federal civilian contracting in the other two suites.