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CSO (Other exams) cheat sheet

CSO · Keep the key ideas within reach.

Quick reference

Scrum Theory and Principles

  • Scrum is founded on empiricism: knowledge comes from experience and decisions are made on what is observed; transparency, inspection, and adaptation are the three empirical pillars.

  • Transparency requires a shared, common standard so inspectors interpret artifacts consistently; without it, inspection produces misleading results and adaptation fails.

  • Inspection must be frequent enough to detect undesirable variance but not so frequent that it disrupts the work being inspected; the five Scrum events exist to provide cadence.

  • Adaptation follows inspection: if any aspect deviates outside acceptable limits, the process or product must be adjusted as soon as possible to minimize further deviation.

  • The five Scrum values are commitment, focus, openness, respect, and courage; they guide behavior and are not a checklist or a scoring metric.

  • Lean thinking principles embedded in Scrum include eliminating waste, focusing on essentials, self-managing teams, and continuous improvement.

  • Scrum is intentionally incomplete; it defines only the minimum required to realize the benefits of empiricism and leaves specific practices to the team.

  • Iterative and incremental delivery reduces risk by producing a usable Increment each Sprint, enabling early feedback and course correction.

Quick reference

The Scrum Team

  • A Scrum Team is one cohesive unit of professionals: one Scrum Master, one Product Owner, and Developers; there are no sub-teams or hierarchies.

  • Recommended size is 10 or fewer people; smaller teams communicate better and are more productive, while larger teams need more coordination overhead.

  • The Scrum Team is cross-functional, meaning it possesses all skills needed to create value each Sprint, and self-managing, meaning it decides internally who does what, when, and how.

  • The Product Owner is accountable for maximizing product value, owns Product Backlog management, and is the sole person accountable for backlog ordering; the role may delegate work but not accountability.

  • The Scrum Master is accountable for the Scrum Team's effectiveness, serves the team and organization, and is a true leader who serves rather than a project manager or people manager.

  • Developers are accountable for creating a plan for the Sprint (Sprint Backlog), instilling quality via the Definition of Done, adapting the plan daily, and holding each other accountable.

  • The entire Scrum Team is accountable for creating a valuable, useful Increment every Sprint; accountability for the Increment is collective, not delegated to one sub-role.

  • Role switching within a Sprint is discouraged; a Product Owner should not also act as a Developer mid-Sprint because it blurs accountability and inspection.

Quick reference

Scrum Events

  • The Sprint is the container for all other events and has a fixed length of one month or less; a new Sprint starts immediately after the previous one ends.

  • Sprint Planning initiates the Sprint by establishing the Sprint Goal, what can be done, and how the work will get done; it is timeboxed to eight hours maximum for a one-month Sprint.

  • The Daily Scrum is a 15-minute event for Developers to inspect progress toward the Sprint Goal and adapt the Sprint Backlog; it is not a status report to management.

  • Sprint Review inspects the Sprint outcome with stakeholders and determines future adaptations; it is timeboxed to four hours for a one-month Sprint and is a working session, not a presentation.

  • The Sprint Retrospective plans ways to increase quality and effectiveness; it is timeboxed to three hours for a one-month Sprint and closes the Sprint.

  • Shorter Sprints generally reduce risk and generate more frequent feedback; timebox durations scale proportionally for Sprints shorter than one month.

  • The Sprint Goal is created during Sprint Planning and is the single objective for the Sprint; it is a commitment of the Sprint Backlog and provides flexibility on scope.

  • Canceling a Sprint is rare and only the Product Owner may do so; if canceled, completed and potentially releasable work is reviewed and the remainder returns to the Product Backlog.

Quick reference

Scrum Artifacts and Commitments

  • The Product Backlog is an emergent, ordered list of what is needed to improve the product; the Product Owner is accountable for its content and ordering.

  • The Product Goal is the commitment of the Product Backlog; it describes a future state of the product and serves as a target for the Scrum Team to plan against.

  • The Sprint Backlog is composed of the Sprint Goal, the selected Product Backlog items, and the actionable plan to deliver them; it is a highly visible real-time picture of Developers' work.

  • The Sprint Goal is the commitment of the Sprint Backlog; it gives focus and flexibility, and Developers adapt the Sprint Backlog as more is learned.

  • The Increment is a concrete stepping stone toward the Product Goal; each Increment is additive to prior Increments and must be usable to be considered complete.

  • The Definition of Done is the commitment of the Increment; it is a formal description of the state of the Increment when it meets the quality measures required for the product.

  • If an item does not meet the Definition of Done, it cannot be released or presented at Sprint Review and returns to the Product Backlog for future consideration.

  • Multiple Scrum Teams on one product share the same Product Backlog, Product Owner, Product Goal, and Definition of Done, and produce one integrated Increment.

Quick reference

Servant Leadership and Facilitation

  • Servant leadership inverts the pyramid: the leader's job is to remove obstacles and enable the team's success, not to direct tasks or assign work.

  • Facilitation means designing and guiding group processes so the group owns the outcome; the facilitator remains neutral on content and responsible for process.

  • Effective facilitation uses a clear purpose, agreed agenda, timeboxes, and visible artifacts (e.g., whiteboard, sticky notes) so all voices can contribute.

  • Techniques for inclusive decisions include fist-of-five, dot voting, roman voting, and silent writing before discussion to reduce anchoring and groupthink.

  • Liberating structures and structured formats (round-robin, 1-2-4-all) increase participation and reduce dominance by the most vocal participants.

  • Retrospective facilitation commonly uses formats such as Start-Stop-Continue, Mad-Sad-Glad, or 4Ls; the format is a tool and can be changed per Sprint.

  • The Scrum Master facilitates Scrum events as requested or needed; facilitation is a service to the team, not a mandate to control the conversation.

  • A facilitator should surface conflict and divergence rather than suppress it, then converge using explicit decision rules recorded in the meeting output.

Quick reference

Coaching and Mentoring Teams

  • Coaching is non-directive: it uses questions, reflection, and goal-setting to help the coachee find their own answers; mentoring is directive and shares experience and advice.

  • The GROW model sequences a coaching conversation: Goal, Reality, Options, Will (or Way forward).

  • Powerful questions are open-ended, short, and free of embedded advice; they start with what or how rather than why, which can trigger defensiveness.

  • The coaching stance requires active listening, paraphrasing, summarizing, and reflecting back to raise the coachee's self-awareness.

  • Teams move through stages such as forming, storming, norming, performing, and adjourning; coaching style should shift with the stage and the team's maturity.

  • A coaching agreement sets the topic, the desired outcome, the session boundaries, and confidentiality before the conversation begins.

  • Feedback is most useful when specific, behavioral, timely, and focused on observed facts and impact rather than on personality judgments.

  • The Scrum Master coaches the team in self-management and cross-functionality, and coaches the organization in adopting Scrum empirically.

Quick reference

Removing Impediments and Enabling Improvement

  • An impediment is anything blocking the team's progress toward the Sprint Goal; the Scrum Master's accountability includes resolving or escalating them.

  • Impediments should be made visible (e.g., an impediment board or backlog) and tracked with an owner, an age, and a status so they do not silently persist.

  • Distinguish impediments (blockers to flow) from improvements (systemic changes) and from problems that the team can resolve itself.

  • Root-cause analysis tools include the 5 Whys, fishbone (Ishikawa) diagrams, and cause-and-effect mapping; use them to move from symptom to system.

  • Improvement experiments should be small, timeboxed, and measurable, with an explicit hypothesis and a review date to confirm the effect.

  • Value stream mapping and cycle-time or lead-time metrics reveal where work waits; queues and handoffs are common sources of delay.

  • Escalation is a service, not a failure: the Scrum Master removes organizational impediments by influencing policy, structure, and management behavior.

  • Continuous improvement in Scrum is planned at the Retrospective and executed during the next Sprint; improvements not acted on are not improvements.

Quick reference

Scaling Scrum and Organizational Agility

  • A Nexus is a scaling framework for 3 to 9 Scrum Teams working on one product; it adds a Nexus Integration Team accountable for integrated Increments.

  • Scrum@Scale uses a Scrum of Scrums and a MetaScrum to coordinate many teams while preserving the core Scrum framework.

  • Large-Scale Scrum (LeSS) applies one Product Owner, one Product Backlog, and one Definition of Done across many teams on one product, with feature teams.

  • The Scrum of Scrums is a coordination event where delegates from teams synchronize dependencies and integration; it does not replace team-level Daily Scrums.

  • Scaling frameworks are patterns, not mandates; the underlying principle is to scale Scrum without losing empiricism, self-management, and single-product focus.

  • Organizational agility requires structural change: funding models, HR policies, and governance must support teams rather than force project-based control.

  • Dependencies between teams are a primary scaling cost; reduce them by reorganizing teams around value and by increasing technical integration frequency.

  • A scaled product needs one integrated Increment; separate team increments that are never integrated do not deliver value and hide risk.