This course aims to help new and seasoned project managers (or project leaders) who are transitioning to a Scrum Master or Product Owner. Participants learn how to successfully apply Agile methods to their projects and programs. Participants will learn the full Agile Development Lifecycle, how to lead teams through Agile ceremonies, and understand techniques and practices to successfully facilitate and execute on project deliverables. All while learning important Agile leadership skills such as Servant Leadership, Facilitation, and the Soft Skills necessary to make these roles a success.

Each class will review a sample Release Plan, Value and Cost burn up charts, task-boards, and key agile metrics. Attendees will gain insight on how to bridge the gap between traditional and Agile Project Management. This is a must have course for anyone transitioning to Agile!


To ensure relevant and profitable learning occurs, attendees will kick off this course by brainstorming many of the real-world issues they face daily as members of a transitioning Agile organization. Participants use real-life projects to build Agile skills.  This workshop is 40% lecture and 60% hands-on real-world exercises.

  • Agile Introduction
  • Agile Roles and Responsibilities
  • Agile, Lean, Scrum, XP, and Kanban demonstrations
  • Agile lifecycle overview
  • Effective Story Writing and Estimations
  • Release Planning
  • Agile Execution (Grooming, Iteration Planning, Daily Standups, Demos and Retrospectives)
  • Facilitating Agile Ceremonies
  • How to facilitate Agile ceremonies


No prerequisites required


2 days

Outline for Agile Foundation - Project Manager to Scrum Master Training

Agile Overview

  • Introductions
  • Overview of Agile
  • Agile Manifesto
  • Agile Principles
  • Lean
  • Scrum
  • Kanban
  • Extreme Programming

The Agile Team

  • The Agile Team
  • Self-Organization
  • Agile Roles – Product Owner
  • Agile Roles – ScrumMaster
  • Agile Roles – The Team
  • Workshop

User Effective User Stories

  • User Stories
  • User Stories: Examples
  • Guidelines for User Stories
  • User Stories: I-N-V-E-S-T
  • Workshop
  • Story Mapping (Identifying Stories)
  • Workshop – Writing User Stories

Acceptance Criteria\Test

  • Why Acceptance Criteria?
  • Documenting Acceptance Criteria\Test
  • The Gherkin Format
  • Definition of Done
  • Acceptance Criteria – Example
  • Workshop–Writing Acceptance Criteria
  • Value Stream Mapping

Backlog Prioritization

  • Backlog Prioritization Techniques
  • Estimating - Business Value
  • MoSCoW Analysis
  • Value Risk Assessments
  • Workshop – Prioritize Stories

Estimating & Sizing

  • Estimating
  • Sizing Stories
  • Story Points
  • Facilitating Planning Poker
  • Workshop - Sizing Stories

Building a Release Plan

  • Building a Release Plan
  • Team Velocity
  • Release Planning
  • Sample Release Plan
  • Workshop–Create a release plan

Backlog Grooming

  • Backlog Grooming Fundamentals
  • Facilitating Pre-Planning Sessions
  • Facilitating Backlog Grooming Sessions
  • Workshop – Groom the backlog

Iteration Planning

  • Iteration Planning
  • Break Down All Tasks
  • The Team’s Definition of ‘Done’
  • Capacity Planning
  • Facilitating Iteration Planning Sessions

Iteration Execution

  • Iteration Execution
  • Sample Agile Calendar
  • Daily Standup
  • Task board
  • Visual Task-boards
  • Workshop – Managing Tasks


  • Metrics: Burn-up Charts
  • Metrics: Burn-Dow Charts
  • Lead Time\Cycle Time