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Change Handling in Agile

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1. Why This Document Exists

Scrum names three roles and leaves everything else to the organization. That is a strength when the organization has thought about it and a liability when it has not. This program runs two teams, 28 people, and a set of reporting lines Scrum has no opinion about — so the useful document is not a restatement of the Scrum Guide but a statement of who actually decides what here.

Start with the role split, because it is the decision most often got wrong. The Product Owner (D. Ashworth, Director — Member Digital Experience) sits on the business side and is funded by the business, not the program. The Agile Delivery Lead (C. Tyrrell) coordinates two teams, dependencies and releases. ⚠ Holding both is the proxy Product Owner anti-pattern: a delivery role can order a backlog but cannot actually decide product value, so decisions either escalate constantly or get made on delivery convenience wearing the language of prioritization. ***A Product Owner funded by the delivery budget answers to delivery.*** Separating them, and separating who pays, is what gives the role real authority.

2. The Shape of the Organization

The Product Owner's reporting line runs into the business, not into the program. D. Ashworth reports to M. Delacroix, VP Digital Health — who is also the program's Executive Sponsor, which is common where the exec who owns the product line also sponsors the delivery. What matters is the direction: the line is a solid business reporting line, and the connection to the program is dotted. A Product Owner who reports into delivery is a proxy Product Owner wearing a different title. Allocated about 50%. Everything below is the delivery organization: two delivery teams — Falcon (mobile-facing) and Anchor (backend and integration) — each with a Scrum Master, and engineering staff reporting to engineering managers rather than to the program. D. Whitfield holds Falcon's engineers, A. Singh holds Anchor's. That separation is deliberate and it is the main control on the conflict above: the person holding the Product Owner role cannot quietly reallocate an engineer, because he does not hold the engineers.

FunctionWhoOwnsDoes not own
Product OwnerD. Ashworth (business-funded)Backlog order, acceptance, and the value case for every itemHow the work is done, or how much fits in a sprint
Agile Delivery LeadC. TyrrellCross-team dependencies, release coordination, external reporting, and the integrated view the sponsor seesBacklog order, acceptance, or either team's internal process
Scrum Master, FalconJ. MarshTeam process, impediment removal, and the team's right to say what it can commit toWhat is built, or in what order
Scrum Master, AnchorR. OkaforAs above, for AnchorAs above
Engineering (Falcon)D. Whitfield + 4Technical design, estimates, and the definition of donePriority
Engineering (Anchor)A. Singh + 4As above, plus the video SDK integrationPriority
QualityE. Marchetti, N. Osei + 3Test strategy, automation, and the quality signal at each sprint reviewWhether to release — that is the PO's, informed by them
Business AnalysisF. DelgadoStory elaboration, acceptance criteria, and the clinical-workflow detailBacklog order
Clinical advisoryDr. L. Nguyen, CMIOClinical safety judgment — see §5

3. Governance — Who Decides

Agile programs are often described as having no governance. This one has three decision points; they are simply faster and smaller than a stage-gate program's.

Decision pointWho decidesCadence
Backlog order within approved scopeProduct Owner, aloneContinuous
Sprint commitmentThe team, aloneEach sprint
Anything touching cost, release date, or a compliance-relevant timelineExecutive Sponsor (M. Delacroix)On demand
The sprint commitment belongs to the team and to nobody else. This is the line most at risk wherever delivery pressure and backlog authority sit close together. When CR-12 proposed raising the commitment from a demonstrated 34 points to 42 to close a release gap, it was declined — velocity is an observation, not a lever. See the Change Control Log.

4. The Functions, One at a Time

The Product Owner owns order and acceptance, and — critically — owns them from the business side, with the standing to tell a stakeholder no. Not scope creep control — anything outside the approved envelope leaves the PO's authority entirely and goes to the sponsor. Not capacity. The most common misreading of the role is that a PO who wants more can get more by prioritizing harder.

The Scrum Masters hold the one thing neither the Product Owner nor the Delivery Lead may take: the team’s right to state its own capacity. J. Marsh and R. Okafor report to the Delivery Lead administratively, and on this single question they are expected to disagree with him in public if needed. A Scrum Master who never contradicts delivery pressure in front of the team is not doing the job.

Engineering owns the definition of done, which is a scope decision disguised as a technical one. If “done” quietly stops including accessibility checks in a squeezed sprint, scope has been cut without a decision being recorded anywhere.

Quality gives a signal, not a verdict. E. Marchetti and N. Osei report the state of the build at each sprint review; the release decision is the Product Owner's. ⚠ Two of the five QA staff are offshore (M. Chen, P. Kumar) and report to the onshore QA Lead, not to a vendor manager — that reporting line is what makes them part of the team rather than a supplier.

5. The Bodies the Program Cannot Instruct

The Chief Medical Information Officer (Dr. L. Nguyen) is external to the program, allocated about 10%, and connected by a dashed line for a reason. The program cannot overrule a clinical safety judgment. If the CMIO says a workflow creates a risk of a missed result, that is not an input to be balanced against velocity — it is a stop. The dashed line exists to make the absence of authority visible on the chart itself.

The team, on sprint commitment. Named again deliberately, because it is the boundary most at risk. It is the one decision no role above the team can take.

6. How This Differs From the Stage-Gate Programs in This Portfolio

Worth stating plainly, because the same person runs several of these suites and the roles do not transfer cleanly.

QuestionHere (Scrum)Stage-gate (PM, Pharma, Lighthouse)
Who orders the work?Product Owner, continuouslyThe plan, set at baseline and changed by CR
Who commits to how much?The team, each sprintThe program, at baseline
Where does change get decided?The sprint boundaryA change control board
What stops the work?A clinical safety judgmentA gate decision
The trap when translating. A Change Control Board looks like the governance equivalent of backlog refinement, and it is not. CR-11 on this program proposed adding one and was declined: the sprint boundary is already the control point, and a board in front of it relocates an existing decision to a slower body with less context. ***A control that duplicates a ceremony is not additional governance; it is latency.***