What a fantastic few days I had in Fort Lauderdale attending the annual Pubcon Florida conference. This was the first Pubcon for which I would be presenting on the main stage, and my topic was a doozy – Agile Methodology for Marketing. Not surprisingly, there were some questions around one of the most misunderstood aspects of Agile, which is Sprint Sizing.

Agile Marketing

In general, I think the audience was on board with the idea of appropriating this development methodology for marketing. It makes sense to align teams of disparate skillsets around specific topics, campaigns, products or services. It overcomes the common barrier of internal silos, varying team priorities, and budgeting constraints. And it encourages the team to strive not for perfection but collaboration and iteration.

Sprint Sizing, though, seems a lot more challenging than it really is. If you mention any level of mathematics or refer, as I did, to Fibonacci sequences, that seems a bridge too far. If numbers are involved, they must add up to something, right?

Fortunately, Agile, by its very nature, is agile, and as I mentioned in my presentation, there are very few hard-set rules. It’s the same with Sizing.

What is Sizing?

Sizing in the process by which you evaluate all of the user stories in your backlog and determine how many team members will be needed over what period of time before they’re complete. (By the way, user stories are simply the requests made by the Product Owner.) It is a highly collaborative process in which the Scrum Master and the individual team members make estimates based on the team member’s bandwidth and skillset. Two team members may give completely different estimates for the same user story based on their own abilities, and in Agile, this is perfectly acceptable.

In my presentation, I recommended using the Fibonacci Sequence as a way to measure the effort required to deliver on a User Story over the course of a sprint, which can vary based on your organization’s adoption of Agile, but really shouldn’t be more than 2 weeks. The sequence is basically a set of numbers that are the sum of their previous two numbers. 1, 2, 3, 5, 8, 13, 21, 34, and so on, and they can be used to assign a value of very easy to immensely difficult. Due to the growing distance between the numbers, it forces you to choose the higher number between two. Plus, even if you over-estimate, you stand a good chance of avoiding team-member burnout.

The key to understanding Fibonacci sizing is that once you establish your baseline of effort, you’ll automatically know how much you can fit into a sprint. The baseline is quite simple. If one of the user stories takes one team member the full sprint to complete, that would be the baseline measure for the rest of your user stories.

  • If you have lots of smaller user stories, your baseline number might be a 3. Any item that might take a third of a sprint to complete for one person would then be a 1.
  • If your user stories are moderate in difficulty, your baseline might be a 2.
  • Anything taking 2 team members the entire sprint working together would be a 5.

Once you’ve set your baseline, you can figure out how many items you can fit into a two-week sprint. If your baseline is 2 and you have 6 team members in your Scrum team (minus the Scrum Master, of course), your max number would be 13. If you have the maximum number of Scrum Team members, 9, then your max number would be 21.

No. Those numbers don’t add up. The additional padding is there for a reason. It ensures that you hit your goal without burning out your team in the process.

Beyond the sizing aspect of it, which seems way more daunting than it really is, performance marketers then have to figure out how to tweak this development methodology for marketing. Some of the questions you might ask to get that understanding of how to size your efforts are:

  • How long would it take you to research, write and optimize a blog post?
  • How long would it take to verify ownership of a site for Google Search Console?
  • How long would it take you to perform a competitive keyword gap analysis (minus brand terms) for a site?
  • How long would you need to identify the top 100 lowest quality scores for our PPC campaigns?
  • How long does it take you to put together a report for a quarterly business review?
There are so many cool facets to the Agile Methodology, and its probably worth any senior-level team member’s time to become familiar with it. If you’re interested in getting Scrum certified, there are a few options that I link to within my presentation. I am Scrum Master Certified through an organization called Scrum Alliance. Learn more about their Scrum certification programs.
Feel free to share this: