Agile Project Management with Trello Lisa Komidar, SCM/CAPM PSU World Campus – Learning Design

Agile Ground Rules for Teams We commit to be honest with each other. If we have a concern, a doubt, a worry, or if we see a problem, we commit to surface it to each other immediately. We commit not to escalate a problem to upper management without first trying to work it out with each other. If an escalation does become necessary, we commit to letting each other know in advance, so it doesn’t catch anyone by surprise. We recognize that people make mistakes and have misunderstandings, and that the important thing is to find and fix the mistake or misunderstandings as quickly as we can. For this reason, we commit to each other that there will be no retribution for surfacing a problem or a concern, a mistake or misunderstanding, or for speaking honestly. 2

Agile Release Cycle

Agile Meetings Review Meeting Planning Meeting 1 Planning Meeting 2 Retrospective Daily meeting (Status meeting) 1 Iteration 4

Trello Introduction Trello is a collaboration tool that allow for real-time information sharing and managing your projects in agile way.

Trello login and installation https://trello.com/ Other platforms: https://trello.com/platforms iOS Google Store/Android Web – Works in any browser 6

Setting up Trello environment Creating a new organization Inviting people to your organization Adding an admin to an organization Changing profile photos Enabling the Power-UP Free version pick one power up Voting, Calendar, Card Aging 7

The Board Sidebar ​The board's sidebar is where all of the settings and controls for the board are located, as well as the members panel and the board's activity feed.  Demo - My Latest Trello Board 8

Agile Meetings Review Meeting Planning Meeting 1 Planning Meeting 2 Retrospective Daily meeting (Status meeting) Each Iteration 9

Collect requirements Planning Meeting 1 Creating new cards (User Story) User story format: As <who> I want <what> <when> <where> Because <why> Prioritize User Story Voting Adding Label to card Adding Due Date to card 10

Creating a new card 11

Documenting requirements User story format: As <who> I want <what> <when> <where> Because <why> 12

Adding / Removing a Vote Voting on cards Adding / Removing a Vote Voting on cards can help establish priorities in projects. Full team votes!

Adding labels Adding labels to cards A label is a way of categorizing or prioritizing a card by type, represented by a color Good way to quickly identify sprints

Adding due dates to cards Add due dates to cards to complete your tasks on time. Editing You can edit a due date by clicking the due date on the card back and selecting a new date or time.

Agile Meetings Review Meeting Planning Meeting 1 Planning Meeting 2 Retrospective Daily meeting (Status meeting) Each Iteration 16

Planning Meeting 2 Define Iteration tasks Adding Checklist to cards Splitting User story if necessary Delegate Tasks Adding members to the Card Accountable: The one ultimately responsible for the correct and completion of the task Informed: Those who are kept up-to-date on progress Using Filter to view who is accountable for what Develop Todolist Adding Todolist 17

Converting a Task to a Card If the task within a card that cannot be handled in the same iteration, you can turn items into another card by clicking the item and selecting "Convert to Card". 18

Adding a Member to a Card To add an individual to a card, click the card to open it, then choose "Members" from the right side of the card. Type the member's name or click on their avatar.  19

Subscribing to cards, lists, and boards Subscriptions allow you to be notified when another user makes a change to a card in Trello. Subscribing to a card Subscribing to a list Subscribing to a board 20

Viewing all of your cards You can view all of the cards that you have been accountable and sort them by board or due date by going to your cards page.  21

Adding Todolist A todolist is a way of keeping track of subtasks within a card. You can also mention a member to a todolist item from the drop down menu when adding or editing an item. 22

Agile Meetings Review Meeting Planning Meeting 1 Planning Meeting 2 Retrospective Daily meeting (Status meeting) Each Iteration 23

Daily Meeting (Status Meeting) What it is: The team meets to communicate and synchronize its work. How to: The ideal is to hold the Daily Meeting live via Skype each day During the meeting, each team member answers three questions: What have you done since yesterday? What are you planning to do today? Any impediments/ blocks? Any impediment/block identified in this meeting is documented by the Scrum Master and worked towards resolution outside of this meeting. No detailed discussions shall happen in this meeting. R 24

Moving cards Click and drag a card to move it on the board 25

Receiving Trello notifications Notifications are represented on the Trello site with a bell shaped button in the top right corner, when you have notifications the button turns red.  

Filtering cards on a board Filter by Members Filter by Due Date Filter by Priority (Label) Removing the filter Clicking the "x" in the green "Filtering is on" indicator at the top of your board, 

Commenting on cards Comments allow you to engage in a conversation on the back of a card. Adding  Editing & Deleting You can edit or delete any comment you make on any board. Board admins can delete comments made by any non admins on their boards. Deleting is permanent.   28

Adding Attachments Deleting Attachments Attachments to Cards Deleting is permanent!

Agile Meetings Review Meeting Planning Meeting 1 Planning Meeting 2 Retrospective Daily meeting (Status meeting) Each Iteration 30

Review Meeting Validate Project Work What it is: Review the results of iteration. How to: Review the work that was completed and the planned work that was not completed Present the completed work to the stakeholders (a.k.a. "the demo")

Agile Meetings Review Meeting Planning Meeting 1 Planning Meeting 2 Retrospective Daily meeting (Status meeting) Each Iteration 32

Retrospective Meeting Update Organizational Process Assets What it is: Update OPA, archive project files. How to What could be re-used for the next iterations? Archive project files 33

Creating templates for cards, lists, and boards You can make templates for anything. For example, you could: To Do Every Week: that contains recurring tasks and copy the list at the beginning of the week. Checklists: That contains checklists for all the things you need to do something. When you have to give the presentation again, just copy the card. Lessons Learned: That contains lessons that you’ve learned during the project. 34