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Team onboarding guide

Agile, Scrum and the Kanban Board

A plain-English, picture-first introduction for people who have never worked in Scrum. About 15 minutes to read. No prior knowledge needed.

🧭AgileDeliver small pieces often, get feedback early, change direction when we learn something.
🔁ScrumOne structured way to be Agile: short, fixed-length cycles called Sprints (usually 2 weeks).
🗓️CeremoniesA handful of short meetings. Each one exists to fix one specific problem.
🗂️Kanban boardA shared wall of cards that makes everyone's work visible, so problems show up early.
Part 1

What are Agile and Scrum?

Think of renovating a house. You could agree one giant plan and see the result a year later. Or the builder could finish one room at a time and show you after each one, so the next room gets better. Agile is the second way.

Waterfall versus Agile Waterfall delivers once at the end after plan, build, test. Agile delivers small working pieces every Sprint, with feedback each time. Plan everything first ("Waterfall") Plan Build (months) Test Release 😬 Users see nothing until the very end. If it is the wrong thing, it is too late. Small steps with feedback (Agile / Scrum) Sprint 1 🎁feedback Sprint 2 🎁feedback Sprint 3 🎁feedback Sprint 4 🎁feedback Sprint 5 🎁feedback …and so on 🙂 Users see working pieces every 2 weeks. We fix mistakes while they are still cheap.
Same total effort, very different risk: the Agile way finds problems within weeks, not at the end.

The four Agile values, in plain words

Official wordingWhat it means day to day
People and conversations over processes and toolsTalk to each other. Do not hide behind tickets and emails.
Working product over exhaustive documentationSomething that works beats a 50-page document about something that does not exist yet.
Working with customers over contract negotiationStay close to the people we build for and keep checking we are building the right thing.
Responding to change over following a planA plan is a best guess. When we learn more, we update it.

The left side matters most to Agile, but the right side still has value. It is about emphasis, not "never write documents".

Key idea: a Sprint is a fixed-length box. It does not stretch to fit the work. Instead we adjust how much work we pick. That makes our delivery rhythm predictable.

Who is on a Scrum team?

One small team (typically up to about 10 people), with no sub-teams and no hierarchy inside it. Only three accountabilities:

Product Owner

Decides what and in what order

Speaks for users and the business. Owns the Product Backlog and decides what is most valuable to build next.

Like: the person deciding what the team is trying to win this season.

Developers

Decide how and how much

Everyone who does the work: engineers, designers, testers, analysts. They decide how to do it and how much fits in a Sprint.

Like: the players on the pitch.

Scrum Master

Coach, not boss

Coaches the team in Scrum, removes obstacles, protects the team's focus and helps meetings be useful. Not a project manager.

Like: the coach who clears the way so the players can play.

What Scrum keeps track of

📋
Product Backlog

One ordered list of everything we might build, most important at the top. Never "finished"; it changes as we learn.

Promise: the Product Goal, where we are heading.

📝
Sprint Backlog

The items chosen for this Sprint, plus the plan to get them done. Owned by the Developers.

Promise: the Sprint Goal, one sentence on why this Sprint matters.

🎁
Increment

The working result at the end of the Sprint. Something real that could be used, not a pile of half-built parts.

Promise: the Definition of Done, a shared checklist for what "finished" means.

Why Scrum works: three ideas

👀
Transparency

Everyone can see the real state of the work. No surprises.

🔍
Inspection

We regularly stop and check: is this going the way we hoped?

🔧
Adaptation

If not, we change something quickly, while it is still cheap.

Every ceremony in Part 2 exists to support one of these three ideas.

Part 2

The ceremonies, and why each one exists

Scrum's official word is "events", but most teams say "ceremonies". Each is time-boxed (it has a maximum length, so it never drags on) and each solves a specific problem. If you ever wonder "why are we having this meeting?", the answer is below.

A 2-week Sprint at a glance

Illustrative only. Exact days and times are a team decision (see "Our team agreements" at the bottom).

🗓️

1. Sprint Planning

Start of Sprint2–4 hours
What happens
The whole team agrees on Why this Sprint is valuable (the Sprint Goal), What from the top of the backlog we can finish, and How we will do it.
Who
Whole Scrum team. The Product Owner brings priorities; the Developers decide how much they can realistically take on.
Output
A Sprint Goal and a Sprint Backlog.
Common mistakes
The Product Owner assigns work to individuals. The team over-commits to look productive. No clear Sprint Goal, so the Sprint is a bag of unrelated tasks.
🚨 Why it exists
Without it, people start work without a shared understanding, grab whatever looks interesting, or take on far more than they can finish. Planning gets everyone aiming at the same target and keeps the amount of work honest.
☀️

2. Daily Scrum (stand-up)

Every day15 minutes
What happens
A quick check-in at the same time and place daily. Looking at the board: are we on track for the Sprint Goal? What is blocking us? What do we focus on in the next 24 hours?
Who
The Developers. Others may listen, but this meeting belongs to the people doing the work.
Output
A plan for the next 24 hours, and blockers raised.
Common mistakes
It turns into a status report to a manager. One topic takes over (take it offline afterwards). Nobody looks at the board.
🚨 Why it exists
Problems found early are cheap; problems found at the end of the Sprint are expensive. A daily sync lets us notice "I am stuck" or "this is bigger than we thought" within a day, and replaces many longer status meetings.

Tip: walk the board from right to left (closest to Done first). The question becomes "what will it take to finish this?" instead of "what did I do yesterday?".

🧹

3. Backlog Refinement

Ongoing~1 hour / week
What happens
The team looks at upcoming backlog items and makes them clearer: add detail, ask questions, split big items, estimate effort.
Who
Product Owner and Developers, plus anyone who can help clarify.
Note
Strictly it is a practice, not one of the five official events, but almost every team does it. Scrum suggests spending no more than about 10% of capacity on it.
Common mistakes
Refining the entire backlog in detail (it will change). Skipping it, then suffering a painful 5-hour Planning.
🚨 Why it exists
Planning goes badly when the team meets an item for the first time and finds it vague or huge. Refinement is "prepping ingredients before the dinner rush", so Planning can be short and confident.
🎁

4. Sprint Review

End of Sprint1–2 hours
What happens
The team shows what it actually built, as a live demo and not slides, to stakeholders. Everyone discusses it and the Product Backlog is updated from the feedback.
Who
Scrum team plus stakeholders (users, managers, other teams).
Output
Feedback and an updated Product Backlog.
Common mistakes
Presenting slides instead of working software. Treating it as sign-off instead of a feedback conversation. Nobody outside the team comes.
🚨 Why it exists
This is the "show the owner the finished room" moment. It stops us building the wrong thing for months and keeps stakeholders informed without piles of status reports.
🔁

5. Sprint Retrospective ("retro")

After the Review1–1.5 hours
What happens
The team looks inward: what went well, what did not, and which one or two things we will change next Sprint. It is about our way of working, not the product.
Who
Scrum team only. A safe space: we improve the system, never blame a person.
Output
Concrete improvement actions that go into the next Sprint's plan so they actually happen.
Common mistakes
Skipping it "because we are busy". Complaining without choosing an action. Ten actions and none done. People not feeling safe to speak.
🚨 Why it exists
It is how a team gets better. Without it the same annoying problems repeat forever. Small improvements every two weeks compound into a much better team within a few months.

If we removed a ceremony, what would break?

Remove this……and you get thisIt answers
Sprint PlanningUnclear goals, random work, over-commitment"What are we doing, and why?"
Daily ScrumBlockers found too late, duplicated work"Are we on track today?"
RefinementVague work, long painful Planning"Is the next work clear enough to start?"
Sprint ReviewBuilding the wrong thing, stakeholder surprise"Did we build the right thing?"
RetrospectiveSame problems repeat, no improvement"How do we work better?"
Part 3

The Kanban board, and why it works the way it does

Kanban is Japanese for "signboard" or "visual card". Toyota used cards in its factories so workers only made more parts when the next step was ready. The big idea: make work visible, and do not start more than you can finish. In Scrum we use a Kanban-style board to show the Sprint Backlog: the work we promised for this Sprint.

What the board looks like

Each card is one piece of work (a ticket in Jira). Each column is a stage. Cards move left to right until they are Done.

The numbers next to the column names are WIP limits, the secret ingredient (explained in WIP limits).

The life of one card

1. BacklogAn idea waiting its turn
➜
2. To DoChosen in Sprint Planning
➜
3. In ProgressSomeone pulls it and starts
➜
4. In ReviewA teammate checks it
➜
5. DoneMeets our Definition of Done

The rules of the board, and the reason behind each

Every piece of work is a card. If it is not on the board, it does not exist.Why: hidden work is the number one reason plans fail. If the board is the truth, anyone can see the real state of the Sprint in 10 seconds, without a meeting.
Columns show the stages work passes through.Why: you can see where work is stuck, not just that it is late.
People pull work; work is not pushed onto people.Why: people know their own capacity best. When you have room, you take the next most important card from the top of To Do. Nobody is overloaded and priorities stay respected.
Limit Work In Progress (WIP).Why: the single most powerful rule. Finishing a few things beats starting many. The full story has its own page: WIP limits: stop starting, start finishing.
Finish before you start.Why: half-finished work delivers zero value. If your column is full, help move something to Done instead of starting a new card.
A card is only Done when it meets the Definition of Done.Why: "done" means the same to everyone, so no surprises like "it is done, but not tested".
Keep the board up to date, always.Why: an out-of-date board is worse than none, because people trust it.

Want the why behind WIP limits? They come from Kanban and Lean rather than Scrum, so they now have their own page: WIP limits: stop starting, start finishing.

What makes a good card?

✏️ A clear title

Says what changes for the user ("Add search filters"), not a vague activity ("Search stuff").

📏 Small

Ideally finished in a few days. If it sits In Progress for a week, split it.

✅ Acceptance criteria

A short list answering "how will we know it works?".

👤 One owner at a time

So everyone knows who to ask. Blocked cards get a visible flag.

Scrum board vs the pure Kanban method

Scrum board (what we use)Pure Kanban
TimeReset every SprintContinuous flow, no Sprints
On the boardOnly what we committed to this SprintEverything in flight
RolesProduct Owner, Scrum Master, DevelopersNo required roles
Shared ideasMake work visible · pull work · limit WIP · keep improving
Part 4

Ready and Done: two checklists that keep work honest

Every card passes through two gates. Before it starts, we check it is clear enough to begin. That is the Definition of Ready. Before we call it finished, we check it really is. That is the Definition of Done. Think of a restaurant kitchen: the cook starts when the order is clear and the ingredients are on the counter, and a dish only leaves the kitchen once it is plated, tasted and safe to serve.

Ready and Done gatesA card leaves the Backlog, passes the Definition of Ready gate, moves through To Do, In Progress and In Review during the Sprint, passes the Definition of Done gate and becomes a finished, usable result. 📋 Backlog raw ideas Definition of Ready ✓ Clear enough to start? During the Sprint To Do In Progress In Review Definition of Done ✓ Really finished? 🎁 Done usable result
Two gates: a card enters the Sprint only when it is Ready, and counts as Done only when it meets the Definition of Done.
🚪
Definition of Ready (DoR)

A short checklist that says when a card is clear enough for the team to pull into a Sprint. It is the “prepping the ingredients” check.

Asks: “Can we start this tomorrow without guessing or waiting?”

🏁
Definition of Done (DoD)

A short checklist that says when a card is truly finished. It is the quality check before a dish leaves the kitchen.

Asks: “If a user used this today, would it hold up?”

How the two compare

Definition of ReadyDefinition of Done
The questionIs this card clear enough to start?Is this card really finished?
When it is checkedBefore the card enters a Sprint (in Refinement and Planning)Before the card moves to Done
Who it protectsThe Developers, from starting vague or blocked workThe Product Owner and users, from getting half-finished work
Part of official Scrum?No. It is a popular team practice, so it is optionalYes. The Scrum Guide requires one for every Increment
Kitchen versionThe order is clear and the ingredients are on the counterThe dish is plated, tasted and safe to serve

Example checklists

These are examples to start from. Your own lists should match your team’s work, because a design team’s “Done” looks different from a software team’s.

Example: Definition of Ready
  • It says what changes for the user, in plain words
  • “How will we know it works?” is written down (acceptance criteria)
  • It is small enough to finish within one Sprint
  • Anything we depend on (designs, data, access, another team) is available
  • The Developers have read it and asked their questions
  • The team has estimated its size
Example: Definition of Done
  • Built, and meets every acceptance criterion
  • Reviewed by a teammate
  • Tested, with no known bugs left
  • Documentation or notes updated where needed
  • Released, or ready to release, to where users can use it
  • The Product Owner has seen it working

Where they show up in a Sprint

CeremonyWhat happens with Ready and Done
🧹 RefinementCards are clarified until they meet the Definition of Ready.
🗓️ Sprint PlanningThe team pulls in cards that are Ready, and nothing vaguer.
☀️ Daily ScrumLook at the board: what is still missing before this card meets the Definition of Done?
🎁 Sprint ReviewOnly work that meets the Definition of Done is shown as finished.
🔁 RetrospectiveIs either list too strict, too loose or ignored? Improve it.

How to write your own

Start smallFive to seven items each. A short list people actually use beats a long one nobody reads.
Write it togetherThe whole team agrees, including the Product Owner. A list handed down from above gets ignored.
Make it visiblePut it on the board, where everyone sees it at the moment they move a card.
Use it to start a conversationIf a card is not Ready, ask “what is missing?” and fix it together. Do not just reject it.
Improve it in the RetrospectiveIf something slipped through, add one item. If an item is never useful, remove it.

Common mistakes

MistakeWhat goes wrong
No shared Definition of Done“Done” means different things to different people, and surprises arrive at the Sprint Review.
Counting “almost done” cardsA card that is 90% done is not done. It is not shown at the Review and goes back to the Product Backlog to be planned again.
Using the Definition of Ready as a wallEvery request is answered with “not ready, come back later”, and work slows down. Keep it a checklist for a conversation.
Lists that are too longNobody remembers 25 items, so nobody checks them.
Changing the list quietly mid-SprintCards that were Done suddenly are not. Change it in the Retrospective and tell everyone.
A list nobody can seeIt lives in a document nobody opens. Put it on the board.

Good to know: the Scrum Guide requires a Definition of Done. It has no Definition of Ready. It only says that items small enough to be finished in one Sprint are ready to be picked in Planning. Many teams add a Definition of Ready anyway because it keeps vague work out of the Sprint, so treat it as an optional tool.

Write your team’s own lists in Our team agreements below.

Putting it together: a Sprint in the life of a team

🗓️ Day 1 morning · Sprint PlanningThe Product Owner explains the goal. The team picks 8 cards that fit its capacity. They appear in To Do on the board.
☀️ Every morning · Daily Scrum15 minutes at the board. "PROJ-12 is stuck waiting for a database account." The Scrum Master gets it unblocked that day.
🔨 During the days · The workPeople pull cards, work on them, review each other's work and move them to Done.
🧹 Mid-Sprint · RefinementThe team clarifies next Sprint's top items.
🎁 Last day · Sprint ReviewDemo of the working result; stakeholders react.
🔁 Last day · RetrospectiveThe team agrees: "code reviews happen within one working day".
↩️ Next MondayA new Sprint begins, and the improvement from the retro is part of the plan.

Common myths

MythReality
"Agile means no planning or documentation."We plan constantly in smaller pieces and write the documentation that is useful.
"The Scrum Master is the team's boss."A coach and servant-leader. They do not assign work.
"The Daily Scrum is a report to management."It is the team's own planning meeting.
"We can add work mid-Sprint if it is urgent."The Sprint Goal is protected. Urgent items are discussed with the Product Owner and usually wait for the next Sprint, or something comes out.
"Velocity is a performance score."It is only a forecasting tool. Comparing teams, or pushing it up, just inflates estimates.
"More meetings, less work."Ceremonies are a modest share of a Sprint and replace many ad-hoc meetings.

Glossary

TermMeaning
SprintA fixed-length work cycle ending with a working result.
Product BacklogThe ordered list of everything we might build.
Sprint BacklogThe items chosen for the current Sprint plus the plan to do them.
IncrementThe usable, finished result produced during a Sprint.
User storyA short description of a need from the user's viewpoint: "As a traveller, I want to filter results, so that I find what I need faster."
Story pointsA relative size estimate (small, medium, large) instead of hours, used to see how much fits in a Sprint.
VelocityHow much work the team typically finishes per Sprint. For forecasting, not for judging people.
Definition of Ready (DoR)The shared checklist for when a card is clear enough to be pulled into a Sprint. Optional, and not part of the Scrum Guide.
Definition of DoneThe shared checklist for when work is truly finished.
Sprint GoalA one-sentence reason for the Sprint.
Time-boxA maximum length for an activity. When time is up, we stop.
WIPWork In Progress: started but not finished.
BlockerAnything stopping a card from moving forward.
StakeholderAnyone affected by or interested in what we build.
Ceremony / EventOne of the regular Scrum meetings.

Our team agreements

Scrum is a framework, so every team fills in the details. Let us decide these together at kickoff or in our first Retrospective.

TopicOur decision
Sprint lengthe.g. 2 weeks
Sprint start / end daye.g. starts Monday, ends second Friday
Daily Scrum time and placee.g. 10:00 at the board / video call
Sprint Planningday and time
Refinementday and time
Review and Retroday and time
Board columnse.g. To Do, In Progress, In Review, Done
WIP limitse.g. In Progress = number of people, In Review = 2
Definition of Readye.g. user need written, acceptance criteria agreed, small enough for one Sprint
Definition of Donee.g. coded, peer reviewed, tested, deployed
Where the board liveslink to our Jira board

Starter checklist for our first Sprint

  • Everyone reads this page
  • Agree who is Product Owner and Scrum Master
  • Create a first Product Backlog (even a rough one)
  • Fill in "Our team agreements" above
  • Agree a first Definition of Ready and Definition of Done (five items each is plenty)
  • Set up the board with agreed columns and WIP limits
  • Hold Sprint Planning and write the first Sprint Goal
  • Put the Daily, Review and Retro in everyone's calendar

Remember: Scrum is simple to describe and hard to master, and that is fine. Our first Sprints will feel clumsy. The Retrospective is there precisely so we get better every time.

Further reading

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