CSM study materials
CSM study resources

CSM cheat sheet

CSM · Keep the key ideas within reach.

Quick reference

Scrum Theory and Principles

  • Scrum is founded on two foundations: empiricism (knowledge comes from experience, decisions are based on what is observed) and lean thinking (reduce waste, focus on essentials).

  • The three empirical pillars are transparency, inspection, and adaptation; they form a chain - transparency enables inspection, inspection enables adaptation.

  • Transparency requires a shared standard so that inspectors and the people doing the work interpret the artifact the same way; low transparency produces decisions that diminish value.

  • Inspection must be frequent enough to detect unwanted variance but must not disrupt the work being inspected; the Scrum events are where inspection is formalized.

  • Adaptation rule: if any aspect of the process deviates outside acceptable limits, the process or the produced material is adjusted as soon as possible to limit further deviation.

  • The five Scrum values are commitment, focus, openness, respect, and courage; their presence or absence determines how well the three pillars function.

  • Scrum is purposefully incomplete: it defines only the parts needed to implement its theory and does not prescribe detailed techniques, so teams add practices that fit their context.

  • Scrum is lightweight, simple to understand, and difficult to master; it is a framework, not a process or a methodology with prescribed techniques.

Quick reference

Scrum Team Accountabilities

  • The Scrum Team consists of one Product Owner, one Scrum Master, and Developers; there are no sub-teams or hierarchies, and the team is typically 10 or fewer people.

  • Product Owner is accountable for maximizing product value and for effective Product Backlog management: developing and communicating the Product Goal, creating and communicating items, ordering items, and ensuring the backlog is transparent, visible, and understood.

  • The Product Owner is one person, not a committee; the PO may delegate work but remains accountable, and the entire organization must respect their decisions.

  • Scrum Master is accountable for establishing Scrum as defined in the Scrum Guide and for the Scrum Team's effectiveness, serving as a true leader who serves the team, the PO, and the organization.

  • Developers are accountable for creating any aspect of a usable Increment each Sprint, instilling quality by adhering to the Definition of Done, adapting the plan daily toward the Sprint Goal, and holding each other accountable as professionals.

  • Scrum Master service to the organization includes leading, training, and coaching in Scrum adoption, planning and advising implementations, and removing barriers between stakeholders and Scrum Teams.

  • The Scrum Master causes the removal of impediments and ensures all Scrum events take place, are positive, productive, and kept within the timebox.

  • The entire Scrum Team is accountable for creating a valuable, useful Increment every Sprint; value results from the PO's ordering combined with the Developers' work.

Quick reference

Scrum Events

  • There are exactly five events: the Sprint (the container event) and, within it, Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective.

  • A Sprint is fixed at one month or less; a new Sprint starts immediately after the previous Sprint ends, and its length cannot be shortened or lengthened.

  • Sprint Planning addresses three topics - why (Sprint Goal), what (items selected from the Product Backlog), and how (the plan) - with a timebox of 8 hours or less for a one-month Sprint.

  • The Daily Scrum is a 15-minute event for the Developers, held at the same time and place each working day, to inspect progress toward the Sprint Goal and adapt the Sprint Backlog.

  • The Sprint Review is the second-to-last event; the Scrum Team and stakeholders inspect the Sprint outcome and determine future adaptations, with a timebox of 4 hours for a one-month Sprint.

  • The Sprint Retrospective is the final event of the Sprint; the team inspects individuals, interactions, processes, tools, and the Definition of Done, then plans improvements, timeboxed to 3 hours for a one-month Sprint.

  • Only the Product Owner may cancel a Sprint, and only when the Sprint Goal becomes obsolete; cancellation is rare and consumes time and effort.

  • Events create regularity and minimize the need for meetings not defined in Scrum; shorter Sprints scale the timeboxes down proportionally.

Quick reference

Scrum Artifacts

  • There are three artifacts - Product Backlog, Sprint Backlog, and Increment - and each carries one commitment: Product Goal, Sprint Goal, and Definition of Done respectively.

  • The Product Backlog is an emergent, ordered list of what is needed to improve the product; it is the single source of work undertaken by the Scrum Team.

  • The Sprint Backlog is composed of the Sprint Goal (why), the selected Product Backlog items (what), and the plan for delivering them (how); it belongs to and is managed by the Developers.

  • The Increment is a concrete stepping stone toward the Product Goal; each Increment is additive to prior increments and must be usable in order to provide value.

  • The Definition of Done is a formal description of the state of the Increment when it meets the quality measures required for the product; work not meeting it is not part of the Increment.

  • If the organization has a standard Definition of Done, all Scrum Teams must follow it at minimum; if not, the Scrum Team creates one appropriate to the product.

  • The Product Goal is a long-term target for the Scrum Team to plan against; it lives in the Product Backlog and must be fulfilled or abandoned before the next one is set.

  • The Sprint Goal is the single objective for the Sprint, committed to by the Developers; it creates coherence and focus while allowing flexibility on the exact work needed.