The Initiate phase consists of following six processes:
Create Project Vision - In this process, the Project Business Case is reviewed to create a Project Vision Statement that will serve as the inspiration and provide focus for the entire project. The Product Owner is identified in this process.
Identify Scrum Master and Stakeholder(s) - In this process, the Scrum Master and Stakeholders are identified using specific Selection Criteria.
Form Scrum Team - In this process, Scrum Team members are identified. Normally the Product Owner has the primary responsibility of selecting team members, but often does so in collaboration with the Scrum Master.
- In this process, the Project Vision Statement serves as the basis for developing Epics. User Group Meetings may be held to discuss appropriate Epics.
Create Prioritized Product Backlog
- In this process, Epic(s) are refined, elaborated, and then prioritized to create a Prioritized Product Backlog for the project. The Done Criteria is also established at this point.
Conduct Release Planning - Conduct Release Planning-In this process, the Scrum Core Team reviews the User Stories in the Prioritized Product Backlog to develop a Release Planning Schedule, which is essentially a phased deployment schedule that can be shared with the project stakeholders. Length of Sprint is also determined in this process.
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Following is the data flow diagram of the Initiate phase, broadly showing how different processes are connected to each other. For more details on different processes, please
refer to SBOK™ Guide.