Module 1: Agile Foundations

Scrum Methodology — From Agile Foundations to Running Real Sprints

Module 1 of 8 Theory + Practice No Prerequisites ~2 hours

Module Overview

Learning Objectives

By the end of this module, you will be able to:

  1. Explain the waterfall model, its phases, and the situations where it fails
  2. Describe where iterative processes such as RUP fit in the evolution toward agile
  3. State the 4 values of the Agile Manifesto and explain each in your own words
  4. Recognise the 12 agile principles and connect them to real project situations
  5. Compare the major agile frameworks — Scrum, Kanban, and XP — and know when each fits
  6. Analyse a real product idea (our running example: TaskFlow) and argue for a delivery approach
Course Information
  • Module: 1 of 8
  • Format: Self-paced — theory followed by a hands-on exercise
  • Running example: TaskFlow, a task manager web app we will build a backlog for and deliver with Scrum across this course
  • Tools needed: None yet — Jira joins us in Module 4

Why start with Agile and not Scrum?

Scrum is not a standalone invention — it is the most popular framework inside the agile movement. If you learn the ceremonies of Scrum without understanding the agile values underneath them, you end up doing "mechanical Scrum": standing up every morning without knowing why. This module gives you the why; the rest of the course gives you the how.

Before Agile: The Waterfall Model

For most of the 20th century, software was built the way bridges are built: plan everything, then execute the plan. This approach is called the waterfall model because work flows downward through fixed phases, and — like water — it is not supposed to flow back up.

Waterfall Phases

1. Requirements — capture everything the customer wants in a signed-off document
2. Design — architects design the complete system on paper
3. Implementation — developers write the code, phase by phase
4. Verification — testers check the finished product against the requirements
5. Maintenance — the product ships; bugs and change requests are handled afterwards

Why It Struggles

Waterfall is not "wrong" — it works well when requirements are stable and fully known up front (think firmware for a medical device with fixed regulatory specs). Software products for real users are rarely like that:

  • Requirements change. Customers discover what they actually want only after they see working software — which in waterfall arrives at the very end.
  • Feedback comes too late. A wrong assumption made in month 1 is discovered in month 12, when it is most expensive to fix.
  • Risk is back-loaded. Integration and testing happen last, so the riskiest work is done when there is no time left.
  • Progress is invisible. "We are 80% done" means nothing when no part of the product can actually be used.
The famous statistic

Studies of large waterfall projects (e.g., the Standish Group CHAOS reports) repeatedly found that roughly half of the features specified up front were never or rarely used. Months of work spent building things nobody needed — this is the waste agile set out to eliminate.

Where RUP Fits: The Iterative Bridge

Between waterfall and agile sits the Rational Unified Process (RUP), developed at Rational Software (later IBM) in the 1990s. RUP was a major step forward: it replaced one long waterfall with a series of iterations across four phases (Inception, Elaboration, Construction, Transition), attacked the riskiest work first, and produced executable software early.

So why did the industry keep moving? RUP is a process framework — comprehensive, heavily documented, with dozens of roles, artifacts, and workflows to tailor. Many organisations found tailoring it correctly harder than the project itself. Agile methods kept RUP's iterative heart but stripped the process down to the minimum that works.

WaterfallRUPAgile (Scrum)
DeliveryOnce, at the endIterative, milestone-drivenEvery Sprint (≤ 1 month)
RequirementsFixed up frontUse cases, refined per phaseLiving backlog, reordered continuously
ChangeResisted (change control)Managed per iterationWelcomed, even late
DocumentationHeavyHeavy but tailorableJust enough
RolesMany, specialised30+ defined roles3 accountabilities

The Agile Manifesto (2001)

In February 2001, seventeen software practitioners — including the creators of Scrum, XP, and Crystal — met at the Snowbird ski resort in Utah to find common ground between their "lightweight" methods. The result was the Manifesto for Agile Software Development: 68 words that changed the industry.

The 4 Values

Individuals and interactions

over processes and tools

The best process cannot save a team that does not talk. A daily five-minute conversation beats a week of ticket ping-pong.

Working software

over comprehensive documentation

The measure of progress is software a user can actually run — not a 200-page specification describing it.

Customer collaboration

over contract negotiation

Work with the customer continuously instead of hiding behind a signed scope document when reality changes.

Responding to change

over following a plan

A plan is a snapshot of what we knew yesterday. When we learn something new, changing course is a feature, not a failure.

Read the values correctly

The manifesto says: "while there is value in the items on the right, we value the items on the left more." Agile does not mean "no documentation, no plans, no contracts" — it means when the two sides conflict, the left side wins.

The 12 Principles

Behind the 4 values sit 12 principles. You do not need to memorise their exact wording — you need to recognise the behaviour each one demands. Here they are, grouped by theme:

Deliver value early and continuously
  • P1. Satisfy the customer through early and continuous delivery of valuable software.
  • P3. Deliver working software frequently — weeks rather than months.
  • P7. Working software is the primary measure of progress.
Embrace change and feedback
  • P2. Welcome changing requirements, even late in development.
  • P12. At regular intervals, the team reflects on how to become more effective, then tunes its behaviour (this becomes Scrum's Retrospective).
Empower people
  • P4. Business people and developers work together daily.
  • P5. Build projects around motivated individuals; give them the environment and trust to get the job done.
  • P6. The most effective communication is face-to-face conversation.
  • P11. The best architectures and designs emerge from self-organising teams.
Sustain technical excellence
  • P8. Maintain a sustainable pace — no death marches.
  • P9. Continuous attention to technical excellence and good design enhances agility.
  • P10. Simplicity — the art of maximising the amount of work not done — is essential.

The Agile Landscape: Scrum, Kanban, XP

"Agile" is the value system; frameworks are concrete ways to live it. The three you will meet most often:

Scrum — the subject of this course

A lightweight framework built on fixed-length iterations called Sprints. A small team with three accountabilities (Product Owner, Scrum Master, Developers) delivers a usable product increment every Sprint, inspecting and adapting through five structured events. Scrum dominates the industry: most agile teams worldwide report using Scrum or a Scrum hybrid.

Kanban — flow over iterations

Born in Toyota's factories, Kanban visualises work on a board, limits work in progress (WIP), and optimises continuous flow. There are no sprints and no prescribed roles — work is pulled item by item as capacity frees up. Ideal for support/operations teams with unpredictable, interrupt-driven work.

Extreme Programming (XP) — engineering discipline

XP prescribes technical practices the other frameworks stay silent about: test-driven development (TDD), pair programming, continuous integration, refactoring, collective code ownership. Many strong Scrum teams quietly adopt XP practices inside their Sprints — the frameworks combine well.

ScrumKanbanXP
CadenceFixed Sprints (1–4 weeks)Continuous flow1–2 week iterations
RolesPO, Scrum Master, DevelopersNone prescribedCoach, customer, programmers
Key metricVelocity / Sprint GoalLead time, WIPTests passing, release frequency
Change during cycleNot inside a Sprint (scope protected)Any timeBetween iterations
Prescribes engineering practices?NoNoYes — TDD, pairing, CI
Best whenBuilding a product feature by featureInterrupt-driven workQuality-critical codebases

Practical: Meet TaskFlow, Our Running Example

Throughout this course you will act as the Scrum team behind TaskFlow — a task manager web app. By Module 8 you will have written its product backlog, estimated it, planned its sprints, and simulated delivering it in Jira. Here is the product brief you will keep coming back to:

Product Brief: TaskFlow

Vision: A simple, fast web app where individuals and small teams organise their daily work.

Target users: Students, freelancers, and small teams (2–10 people).

Wish list from stakeholders (unsorted, incomplete — on purpose!):

  • Create, edit, complete, and delete tasks
  • Organise tasks into projects and lists
  • Due dates, reminders, and a calendar view
  • Share a project with teammates and assign tasks
  • Comments and file attachments on tasks
  • Mobile-friendly design
  • Sign in with Google
  • Dark mode
  • Statistics dashboard ("how productive was I this week?")

Exercise 1.1 — Choose a delivery approach (30 min)

Write a one-page argument (bullet points welcome) answering:

  1. Which TaskFlow requirements are likely to change or grow once real users touch the product? Mark at least three.
  2. If you built TaskFlow with waterfall, what would go wrong? Trace one concrete failure scenario through the phases.
  3. Which of the 12 agile principles are most relevant to TaskFlow? Pick three and justify each in one sentence.
  4. Would you recommend Scrum, Kanban, or XP for this product and team size? Defend your choice — there is more than one defensible answer.
Keep your answers!

Exercise 1.1 becomes the input for Module 2 (mapping TaskFlow onto the Scrum flow) and Module 4 (building the real backlog in Jira). Save your work in a document you can extend.

Module 1 Project: Agile Case Analysis

Project Requirements
1. Waterfall Post-mortem
  • Find a real, documented software project failure (news article, case study, or a project from your own experience)
  • Identify which waterfall assumptions contributed to the failure
2. Manifesto Mapping
  • For each of the 4 agile values, describe one concrete practice that expresses it
  • For each value, describe one "fake agile" behaviour that violates it while pretending to follow it
3. Framework Recommendation
  • Complete Exercise 1.1 (TaskFlow delivery approach) in full
  • Include a half-page comparison of how TaskFlow's first month would look under Scrum vs. Kanban

Grading Rubric

Component Points
Waterfall post-mortem depth & accuracy30
Manifesto mapping (values correctly interpreted)30
TaskFlow analysis & framework recommendation30
Clarity and structure of writing10
Total100

Resources & References

Next Module Preview
Module 2: The Scrum Framework
  • Empiricism: transparency, inspection, adaptation
  • The 5 Scrum values
  • The complete Scrum flow in one diagram
  • A guided tour of the Scrum Guide 2020
Continue to Module 2