Setup your metrics workbook to get started.

Agile Team Workbook Setup

Options

1. Enter in the Program Increment you are planning? P1

2. Enter the number of the ART? ART 1
3. Enter the unique long-lived name of the ART? I'm an ART
4. Enter the unique long-lived team name? Grasshoppers
5. Select the start date of the iteration? 7/2/2018
6. How many days in between iterations? 0
7. If new team, how many development team members
(fractional assignment is an anti-pattern)? 7
8. Enter the last three velocities from the previous PI?
x.3 68
x.4 64
x.5 62

If using SAFe® remember that new teams use the 8 point rule to establish a forecasting velocity for PI Planning.
a.) 8 story points per development team member per iteration.
b.) Remove 1 point from capacity per day per developer of the iteration of non-productive time planned up to 8
points.
c.) The velocity is the same for all forecast iterations for PI Planning.
d.) Capacity for each iteration is the forecast velocity minus non-productive time (velocity minus non-productive
time).
e.) e.g. 8 devers = 8*8=64 velocity. Check out the blogagility.com velocipacity tool to learn the math.
f.) Once a new team completes their first iteration that velocity outcome becomes part of the teams velocity
(averaged over previous 3-5 iterations).
 Setup your metrics workbook to get started.

@ 2018 Blogagility.com
SAFe® and Scaled Agile Framework are registered trademarks of Scaled Agile, Inc.
 PI Planning - Team Iteration Metrics

Forecast + Actuals P1
Functionality Iteration 1.1 Iteration 1.2 Iteration 1.3 Iteration 1.4 Iteration 1.5
Team Velocity (forecast plan): 65 65 65 65 65
New Team Velocity Forecast from PI Planning (8pt 56.0 56.0 56.0 56.0 56.0
rule):
Non-productive efforts forecast (1pt per dev/day): 3.0 1.0 0.0 8.0 10.0
Capacity for PI Planning iterations: 62.0 64.0 65.0 57.0 55.0
Load: 57.0 41.0 61.0 50.0 54.0
Plan efficiency: 88% 63% 94% 77% 83% Team Feature Dev Predictability Measure
Load efficiency: 92% 64% 94% 88% 98%
Iteration Velocity (actual output): 160%
50 49 70 44 56
Team Velocity (actual/experiential): 59 54 56 54 57 140%
Team Feature Development Predictability
Measure (% Stories plan achieved) 140%
80% 100%
80% 56%
80% 92%
80% 94%
80% 120%
NoFill
Band 20% 20% 20% 20% 20%
100%
Understanding Work Flow
# User Stories planned 12 15 14 12 15 80%
# User Stories accepted (done) 18 15 8 11 14
60%
% of user stories accepted 150% 100% 57% 92% 93%
# of user stories not accepted (not achieved within 40%
-6 0 6 1 1
the iteration)
# of user stories pushed (rescheduled in next 20%
iteration)
0%
# of user stories not accepted (deferred to later 1 2 3 4 5
iteration)
# of user stories not accepted (deleted from
backlog)
# of user stories added during iteration (should be
0)
# Enabler Stories planned 3 1 2 1 1
# Enabler Stories accepted (done) 3 1 1 1 1
# of enabler stories new/changed during execution
# Total Story Points Planned (Load) 57 41 61 50 54
# Total Story Points Accepted (done) 50 49 70 44 56
Planned story points efficiency (80-100% target): 88% 120% 115% 88% 104%
# User Story Points Planned 36 29 36 40 36
# User Story Points Accepted (done) 32 34 45 36 32
# Enabler Story Points Planned 21 12 25 10 18
# Enabler Story Points Accepted (done) 18 15 25 8 24
# Story Points Unfinished 7 -8 -9 6 -2
# Features Planned
# Features Delivered and Accepted (done)
# of features new/changed during execution
# of features pushed (rescheduled to later
iteration)
# of features not accepted by PM
(quality/NFR/does not meet requirement)
# of features not accepted by PM (deleted from
backlog)
# of features added (pulled) by the team during
the iteration (execution) [should be 0]

Built-in Quality (create charts for the measures your team is using)
# hours pair work/mob programming
% Unit tests code coverage?
# of priority one (high) defects
# of severity one (very) defects
Total # of defects
Defect count at start of iteration
Defect count at end of iteration
# of recovery automation enhancements
(DEVOPS)
# of deployments to all environments
# of releases to production
# of releases to end users
Calculated change lead time
Calculated change failure rate
Calculated Mean Time to Recover (MTTR)
# of new unit test cases
# of new manual test cases
# of new integration test cases
# of new system test cases
# of new acceptance test cases
# of tests automated
# of manual tests
Total # of tests
Total % of tests automated
# of new behavior driven development tests
# of Refactors

Total Story Point Planned vs. Achieved User Story Point Plan vs. Achieved Enabler Story Point Plan vs. Achieved
80 50 30
70 45
40 25
60
35
20
50 30
40 25 15
30 20
15 10
20
10
5
10 5
0 0 0
Iteration 1.1 Iteration 1.2 Iteration 1.3 Iteration 1.4 Iteration 1.5 Iteration 1.1 Iteration 1.2 Iteration 1.3 Iteration 1.4 Iteration 1.5 Iteration 1.1 Iteration 1.2 Iteration 1.3 Iteration 1.4 Iteration 1.5

# Total Story Points Planned (Load) # Total Story Points Accepted (done) # User Story Points Planned # User Story Points Accepted (done) # Enabler Story Points Planned # Enabler Story Points Accepted (done)

FOR TEAM USE ONLY

 Team Iteration Cumulative Flow Metrics

Iteration 1.1 Cumulitive Flow Data

7/2/2018 7/3/2018 7/5/2018 7/6/2018 7/9/2018 7/10/2018 7/11/2018 7/12/2018 7/13/2018 7/16/2018
Product Backlog 19 19 34 34 13 20 25 25 25 24
Sprint Backlog (# stories) 15 12 9 9 9 7 6 4 2 0
In-progress 3 3 5 5 6
Review 1 3 3 3 3
Done-DoD 0 2 4 8 8
Conditional WIP Pattern 4 8 12 16 17 0 0 0 0 0

70

60

50

40 Product Backlog
Sprint Backlog (# stories)
In-progress
30 Review
Done-DoD

20

10

0
7/2/2018 7/3/2018 7/5/2018 7/6/2018 7/9/2018 7/10/2018 7/11/2018 7/12/2018 7/13/2018 7/16/2018

FOR TEAM USE ONLY

 Team Iteration Cumulative Flow Metrics

Iteration 1.2 Cumulitive Flow Data

7/17/2018 7/18/2018 7/19/2018 7/20/2018 7/23/2018 7/24/2018 7/25/2018 7/26/2018 7/27/2018 7/30/2018
Product Backlog 19 19 15 13 13 20 25 25 25 24
Sprint Backlog (# stories) 14 12 10 9 9 7 6 4 2 0
In-progress 3 3 7 5 6
Review 1 3 5 3 3
Done-DoD 0 2 8 8 8
Conditional WIP Pattern 4 8 20 16 17 0 0 0 0 0

45
50

45 40

40 35

35
30

30
Product Backlog 25
Sprint Backlog (# stories)
25
In-progress
20
Review
20 Done-DoD
15
15

10
10

5 5

0 0
7/17/2018 7/18/2018 7/19/2018 7/20/2018 7/23/2018 7/24/2018 7/25/2018 7/26/2018 7/27/2018 7/30/2018 7/31/2018 8

FOR TEAM USE ONLY

 Team Iteration Cumulative Flow Metrics

Iteration 1.3 Cumulitive Flow Data

7/31/2018 8/1/2018 8/2/2018 8/3/2018 8/6/2018 8/7/2018 8/8/2018 8/9/2018 8/10/2018 8/13/2018
Product Backlog 19 19 15 13 13 20 25 25 25 24 Product Backlog
Sprint Backlog (# stories) 15 12 9 9 9 7 6 4 2 0 Sprint Backlog (# stories)
In-progress 3 3 5 5 6 In-progress
Review 1 3 3 3 3 Review
Done-DoD 0 2 4 8 8 Done-DoD
Conditional WIP Pattern 4 8 12 16 17 0 0 0 0 0 Conditional WIP Pattern

45 45

40 40

35 35

30 30

25 Product Backlog 25
Sprint Backlog (# stories)
In-progress
20 Review 20
Done-DoD
15 15

10 10

5 5

0 0
7/31/2018 8/1/2018 8/2/2018 8/3/2018 8/6/2018 8/7/2018 8/8/2018 8/9/2018 8/10/2018 8/13/2018 8/14/2018 8/15/2018

FOR TEAM USE ONLY

 Team Iteration Cumulative Flow Metrics

Iteration 1.4 Cumulitive Flow Data

8/14/2018 8/15/2018 8/16/2018 8/17/2018 8/20/2018 8/21/2018 8/22/2018 8/23/2018 8/24/2018 8/27/2018 8/28/2018
19 19 15 13 13 20 25 25 25 24 Product Backlog 19
15 12 9 9 9 7 6 4 2 0 Sprint Backlog (# stories) 15
3 3 5 5 6 In-progress 3
1 3 3 3 3 Review 1
0 2 4 8 8 Done-DoD 0
4 8 12 16 17 0 0 0 0 0 Conditional WIP Pattern 4

45

40

35

30
Product Backlog
Sprint Backlog (# stories)25
In-progress
Review
20
Done-DoD

15

10

0
15/2018 8/16/2018 8/17/2018 8/20/2018 8/21/2018 8/22/2018 8/23/2018 8/24/2018 8/27/2018
8/28/2018 8/29/2018 8/30/2018 8/

FOR TEAM USE ONLY

 Team Iteration Cumulative Flow Metrics

Iteration 1.5 Cumulitive Flow Data

8/29/2018 8/30/2018 8/31/2018 9/4/2018 9/5/2018 9/6/2018 9/7/2018 9/10/2018 9/11/2018
19 15 13 13 20 25 25 25 24
12 9 9 9 7 6 4 2 0
3 5 5 6
3 3 3 3
2 4 8 8
8 12 16 17 0 0 0 0 0

Product Backlog
Sprint Backlog (# stories)
In-progress
Review
Done-DoD

8/30/2018 8/31/2018 9/4/2018 9/5/2018 9/6/2018 9/7/2018 9/10/2018 9/11/2018

FOR TEAM USE ONLY

 Iteration Burndown C
Iteration 1.1 Burndown Data
7/2/2018 7/3/2018 7/5/2018 7/6/2018 7/9/2018 7/10/2018
Sprint Backlog (#Story Points) 76 50 50 49.5 41.5 40
Done 0 5 6 6.5 14.5 16
Optimal Burn Pattern 76 68 61 53 46 38
Burndown 76 71 70 69.5 61.5 60

Iteration 1.2 Burndown Data

7/17/2018 7/18/2018 7/19/2018 7/20/2018 7/23/2018 7/24/2018
Sprint Backlog (#Story Points) 20
Done
Optimal Burn Pattern 20 18 16 14 12 10
Burndown 20 20 20 20 20 20

Iteration 1.3 Burndown Data

7/31/2018 8/1/2018 8/2/2018 8/3/2018 8/6/2018 8/7/2018
Sprint Backlog (#Story Points) 60
Done
Optimal Burn Pattern 60 54 48 42 36 30
Burndown 60 60 60 60 60 60
 Iteration 1.4 Burndown Data
8/14/2018 8/15/2018 8/16/2018 8/17/2018 8/20/2018 8/21/2018
Sprint Backlog (#Story Points) 30 0 0 0 0 0
Done 0 0 0 0 0 0
Optimal Burn Pattern 30 27 24 21 18 15
Burndown 30 30 30 30 30 30

Iteration 1.5 Burndown Data

8/28/2018 8/29/2018 8/30/2018 8/31/2018 9/4/2018 9/5/2018
Sprint Backlog (#Story Points) 78 0 0 0 0 0
Done 0 0 0 0 0 0
Optimal Burn Pattern 78 70 62 55 47 39
Burndown 78 78 78 78 78 78
on Burndown Charts using Story Points

7/11/2018 7/12/2018 7/13/2018 7/16/2018 Final Story Burn-down

35 26 8 0 0
80
21 30 48 55 55 70
30 23 15 8 0 60
55 46 28 21 21 50
40
30
20
10
0

Actual Plan

7/25/2018 7/26/2018 7/27/2018 7/30/2018 Final Story Burn-down

25
20
8 6 4 2 0
20 20 20 20 20 15
10
5
0

Actual Optimal Burn Pattern

8/8/2018 8/9/2018 8/10/2018 8/13/2018 Final Story Burn-down

70
60
24 18 12 6 0 50
60 60 60 60 60 40
30
20
10
0

Actual Optimal Burn Pattern

 70
60
50
40
30
20
10
0

Actual Optimal Burn Pattern

8/22/2018 8/23/2018 8/24/2018 8/27/2018 Final Story Burn-down

0 0 0 0 35
0 0 0 0 30
12 9 6 3 0 25
30 30 30 30 30 20
15
10
5
0

Row 31 Optimal Burn Pattern

9/6/2018 9/7/2018 9/10/2018 9/11/2018 Final Story Burn-down

0 0 0 0 90
0 0 0 0 80
31 23 16 8 0 70
60
78 78 78 78 78 50
40
30
20
10
0

Row 39 Optimal Burn Pattern

Burn-down

tual Plan

Burn-down

Optimal Burn Pattern

Burn-down

Optimal Burn Pattern

 Optimal Burn Pattern

Burn-down

Optimal Burn Pattern

Burn-down

Optimal Burn Pattern

 Iteration BurnUp Charts using Story Points
Iteration 1.1 Burndown Data 70
7/2/2018 7/3/2018 7/5/2018 7/6/2018 7/9/2018 7/10/2018 7/11/2018 7/12/2018 7/13/2018 7/16/2018 Final 60
Total #Story Points 50
in Iteration 55 55 55 55 60 60 60 60 60 60 60 40
Done
Optimal Burn 0 5 6 6.5 14.5 16 21 30 48 55 55
30
Pattern 0 6 12 18 24 30 36 42 48 54 60
20
10
0

Total #Story Points in Iteration Done Optimal

Iteration 1.2 Burndown Data 1

7/17/2018 7/18/2018 7/19/2018 7/20/2018 7/23/2018 7/24/2018 7/25/2018 7/26/2018 7/27/2018 7/30/2018 Final 0.9
0.8
Total #Story Points 0.7
in Iteration 0 0 0 0 0 0 0 0 0 0 0 0.6
Done
Optimal Burn 0 0 0 0 0 0 0 0 0 0 0 0.5
Pattern 0 0 0 0 0 0 0 0 0 0 0 0.4
0.3
0.2
0.1
0

Total #Story Points in Iteration Done Optimal Bu

 Total #Story Points in Iteration Done Optimal Bu

Iteration 1.3 Burndown Data 1

7/31/2018 8/1/2018 8/2/2018 8/3/2018 8/6/2018 8/7/2018 8/8/2018 8/9/2018 8/10/2018 8/13/2018 Final 0.9
0.8
Total #Story Points 0.7
in Iteration 0 0 0 0 0 0 0 0 0 0 0 0.6
Done
Optimal Burn 0 0 0 0 0 0 0 0 0 0 0 0.5
Pattern 0 0 0 0 0 0 0 0 0 0 0 0.4
0.3
0.2
0.1
0

Total #Story Points in Iteration Done Optimal Bu

Iteration 1.4 Burndown Data 1

8/14/2018 8/15/2018 8/16/2018 8/17/2018 8/20/2018 8/21/2018 8/22/2018 8/23/2018 8/24/2018 8/27/2018 Final 0.9
0.8
Total #Story Points 0.7
in Iteration 0 0 0 0 0 0 0 0 0 0 0 0.6
Done 0 0 0 0 0 0 0 0 0 0 0 0.5
Optimal Burn
Pattern 0 0 0 0 0 0 0 0 0 0 0 0.4
0.3
0.2
0.1
0

Total #Story Points in Iteration Done Optimal Bu

 0

Total #Story Points in Iteration Done Optimal Bu

Iteration 1.5 Burndown Data 1

8/28/2018 8/29/2018 8/30/2018 8/31/2018 9/4/2018 9/5/2018 9/6/2018 9/7/2018 9/10/2018 9/11/2018 Final 0.9
0.8
Total #Story Points 0.7
in Iteration 0 0 0 0 0 0 0 0 0 0 0 0.6
Done
Optimal Burn 0 0 0 0 0 0 0 0 0 0 0 0.5
Pattern 0 0 0 0 0 0 0 0 0 0 0 0.4
0.3
0.2
0.1
0

Total #Story Points in Iteration Done Optimal Bu

 Optimal Burn Pattern

Optimal Burn Pattern

Optimal Burn Pattern

Optimal Burn Pattern

Optimal Burn Pattern

Optimal Burn Pattern

Optimal Burn Pattern

Epic types PI's ARTs TPM Band
Portfolio Epic P1 ART 1 max 100%
Program Epic P2 ART 2 min 80%
Feature P3 ART 3
Enabler Feature P4 ART 4
User Story P5 ART 5
Enabler Story P6 ART 6
Capability P7
Enabler Capability P8
P9
P10
P11
P12
P13
P14
P15
P16
P17
P18
P19
P20
P21
P22
P23
P24
P25
P26
P27
P28
P29
P30
 Up to year: 2018
Holiday 2016 2017 2018 2019 2020
New Year's Day 1/1/2016 1/2/2017 1/1/2018 1/1/2019 1/1/2020
Martin Luther 1/18/2016 1/16/2017 1/15/2018 1/21/2019 1/20/2020
President's Day 2/15/2016 2/20/2017 2/19/2018 2/18/2019 2/17/2020
Memorial Day 5/30/2016 5/29/2017 5/28/2018 5/27/2019 5/25/2020
Independence Day 7/4/2016 7/4/2017 7/4/2018 7/4/2019 7/3/2020
Labor Day 9/5/2016 9/4/2017 9/3/2018 9/2/2019 9/7/2020
Columbus Day 10/10/2016 10/9/2017 10/8/2018 10/14/2019 10/12/2020
Veterans Day 11/11/2017 11/10/2017 11/11/2018 11/11/2019 11/11/2020
Thanksgiving Day 11/24/2016 11/23/2017 11/22/2018 11/28/2019 11/26/2020
Christmas Day 12/26/2016 12/25/2017 12/25/2018 12/25/2019 12/25/2020