Agile Metrics for Evaluating Success

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Length 1 day
Intended Audience

This course is designed for business analysts, scrum masters, epic owners, product managers, product
owners, project managers, solution managers, program managers, portfolio managers or any other business partner or project team member involved in problem resolution, impact analysis, proposal, business case or value proposition development, as well as portfolio, program or project scoping. This course may also be appropriate for individuals who manage people in those roles; it will provide a more in-depth understanding of the process and skill set that enables effective analysis and delivery of value driven solutions.

Prerequisites We recommend that students first attend our Agile Analysis Boot Camp or Adopting Scaled Agile Framework (SAFe) class.

Course List

Course Description - Agile Metrics for Evaluating Success (102 downloads) As in any business, agile organizations must ensure profitability, compliance, and traceability. Agile is a powerful framework, but if it is not delivering value, why use it? Organizations need qualitative and quantitative measurements to ensure expectations are being properly satisfied. Agile metrics should not only measure if you are delivering business value, but also maintaining a healthy team based on a reasonable capacity load.

However, in a framework that is grounded by flexibility and not being locked down by processes, measuring its success can sometimes be a challenge, especially when compared to traditional top-down, ROI-type metrics. The bottom-up structure of agile requires a different means of measurement, one that places value on what drives your priorities. Furthermore, the measurement framework must be based on agile tools, such as story points, the backlog and business value.

This class includes lessons on developing the right metrics and KPIs within Kanban, Scrum and/or Scaled Agile environments, such as SAFe. Students will learn to architect and measure success for their organization by taking a specific agile organizational scenario from start to finish. Leave class with a framework to take back and use within your specific organization!

Learning Objectives

After attending this course, students should be able to:

  • Identify “key” metrics (KPIs) within your Portfolio, Program, and/or Team
  • Create a normalized KPI foundation based on story and business value points
  • Understand traceability across various levels of KPIs
  • Ensure that their KPIs are valid and valuable
  • Understand how NOT to skew, misunderstand, and misinterpret agile metrics
  • Ensure the metrics support a healthy backlog and healthy management of team capacity
  • Design an executive dashboard at a Portfolio level
  • Develop feature burndown charts using business value metrics at the Team and Program level
  • Understand how to help portfolio and program management make better long-term decisions
  • Best keep management informed about team capacity and progress
  • Provide the right level of detail to the right audience

Course Outline

Identifying KPIs that Matter

  • Portfolio KPIs
  • Program KPIs
  • Team KPIs
  • Exercise: Know Your Audience

Creating a KPI Foundation

  • Story points across teams
  • Converting and mapping your current state
  • Business value relevant by industry

KPI Traceability

  • Vision
  • Value
  • Goals
  • Objectives
  • Features
  • Stories

Defining KPIs that Answer Questions and Solve Problems

  • What have we accomplished?
  • Is our business value being realized?
  • What do we have the capacity to do?
  • How fast is our backlog growing?
  • How are our resources allocated?

Techniques for Reporting the Data

  • Descriptive techniques
  • Diagnostic techniques
  • Predictive techniques


  • Defining metrics that matter
  • Finding data sources
  • Creating graphics and visuals that have impact

Misleading Metrics - The Rest of the Story

  • Omission
  • Distortion
  • Overstating the truth
  • Assumptions and inferences
  • Mitigating Factors in the Real World

Develop Your Action Plan / Course Summary

  • Course summary
  • Develop an Action Plan with next steps on the student's current project
  • Student questions/discussion topics


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