Applying Scrum to Research Projects
將 Scrum 應用於研究項目
From the Scrumptious Blog
來自美味博客
by Sante Delle-Vergini
作者:聖德爾維爾吉尼
Scrum is the most popular framework used within an agile environment to convert complex problems into valuable products and services. In this blog, we will examine all things Scrum to shed light on this wonderful organizational tool that is sweeping the globe. There will be engaging articles, interviews with experts and Q&A's. Are you ready to take the red pill? Then please join me on a fascinating journey down the rabbit hole, and into the world of Scrum.
Scrum 是敏捷環境中最受歡迎的框架,用於將複雜問題轉化為有價值的產品和服務。在這篇部落格中,我們將研究 Scrum 的所有內容,以闡明這個席捲全球的出色組織工具。將會有引人入勝的文章、專家訪談和問答。你準備好服用紅色藥丸了嗎?那麼請和我一起踏上兔子洞的迷人旅程,進入 Scrum 的世界。
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It has long been understood that Scrum is very well suited to software development projects. However, the literature is scarce regarding examples or case studies of Scrum being used in non-technology applications such as construction, education and research-based projects. The research sector is not well known for deploying Scrum to get its product to see the light of day. But the more you think about it, what organization isn't involved in research of some kind or another?
人們早就知道 Scrum 非常適合軟體開發專案。然而,關於 Scrum 在非技術應用(例如建築、教育和研究專案)中使用的範例或案例研究的文獻卻很少。研究部門並不因部署 Scrum 來讓其產品問世而聞名。但你想得越多,哪個組織不參與某種類型的研究呢?
Corporations perform research all the time to get competitive advantage or to learn something that affects their bottom line. Government institutions use research for all sorts of information affecting their constituents. Further, educational institutions use research-based projects as the foundation for higher learning.
公司一直在進行研究以獲得競爭優勢或了解影響其利潤的東西。政府機構利用研究來獲取影響其選民的各種資訊。此外,教育機構使用基於研究的計畫作為高等教育的基礎。
With all these applications, surely Scrum can venture out of the software-development industry and bring some value to research-based projects. The good news is it can, and already has, but there isn't much news about it.
有了所有這些應用程序,Scrum 肯定可以走出軟體開發行業,為基於研究的專案帶來一些價值。好消息是它可以而且已經做到了,但目前還沒有太多消息。
The Federal University of Amazonas in Brazil published a paper in 2016 detailing the "use of Scrum for the management of research-orientated projects". They concluded that the application of Scrum had brought about productivity improvements, enhanced knowledge sharing and increased engagement (Sanchez, 2016). Also, at Lund University in Sweden, similar benefits were discovered (Pearson et al., 2012). Both studies found that small teams indicative of Scrum were well suited to higher learning objectives. However, they also noted that Scrum needed to be modified slightly to suit the reality of the research-based product life cycle. In particular, Daily Scrums were not possible; instead opting for weekly events.
巴西亞馬遜聯邦大學在 2016 年發表了一篇論文,詳細介紹了「使用 Scrum 來管理研究型專案」。他們的結論是,Scrum 的應用帶來了生產力的提升、知識共享的加強和參與度的提升(Sanchez,2016)。此外,瑞典隆德大學也發現了類似的好處(Pearson等, 2012 年)。兩項研究都發現,採用 Scrum 的小團隊非常適合更高的學習目標。然而,他們也指出 Scrum 需要稍微修改以適應基於研究的產品生命週期的現實。特別是,每日 Scrums 是不可能的;相反,選擇每週活動。
The Scrum Team consisted of the researchers, supervisors, and sometimes other parties such as participants in studies, teachers, academic officials and subject matter experts. When reading these case studies, one gets an idea how Scrum may be adapted to the research industry.
Scrum 團隊由研究人員、主管,有時還有其他各方組成,例如研究參與者、教師、學術官員和主題專家。當閱讀這些案例研究時,人們會了解 Scrum 如何適應研究產業。
In 2016, Jeff Sutherland made the following statement:
2016 年,傑夫‧薩瑟蘭發表了以下聲明:
"Many of the leading research labs in the U.S. use Scrum. The one I have worked with most often is the John's Hopkins Applied Physics Lab, the leading Naval research lab. Their research plan is their backlog. They map it out like an AI tree. Time boxing the research stories gets them done twice as fast. And the quality of the research is much higher with daily meetings."
「美國許多領先的研究實驗室都使用Scrum。我最常合作的實驗室是約翰霍普金斯大學應用物理實驗室,這是領先的海軍研究實驗室。他們的研究計畫就是他們的積壓工作。
So these case studies along with confirmation from the co-author of Scrum is very encouraging. I am currently working on some other examples of the way we can apply Scrum to research-based projects, including my own personal story, so stay tuned for that in the future.
因此,這些案例研究以及 Scrum 合著者的證實非常令人鼓舞。我目前正在研究如何將 Scrum 應用於基於研究的專案的其他一些範例,包括我自己的個人故事,所以請在未來繼續關注。
References: 參考:
1. Pearson, M., Kruzela, I., Allder, K. and Johansson, P. (2012) On the use of Scrum in Projecrt Driven
1. Pearson, M.、Kruzela, I.、Allder, K. 和 Johansson, P. (2012) 關於 Scrum 在專案驅動中的使用
Hight Education. A research paper presented to the Department of Psychology, Lund University,
高等教育。提交給隆德大學心理系的研究論文,
Sweden. Available from: https://www.researchgate.net/publicatio
瑞典。可從:https://www.researchgate.net/publicatio
/267690193_On_the_Use_of_Scrum_in_Project_Driven_Higher_Education
2. Sanchez, J. (2016) On the use of Scrum for the management of research-based projects. Nuevas
2. Sanchez, J. (2016) 關於使用 Scrum 管理研究專案。新瓦斯
Ideas en Informatica Educativa. Volumen 12, pp.589-594. Available from: http://www.tise.c
Informatica Educativa 的想法。第 12 卷,第 589-594 頁。可從:http://www.tise.c
/volumen12/TISE2016/589-594.pdf
3. Sutherland, J. (2016) Do you know of research teams adapting Agile frameworks and/or Design
3. Sutherland, J. (2016) 你知道有研究團隊採用敏捷框架和/或設計嗎
Thinking techniques for managing research projects? Quora. Available from: https://www.quora.co
管理研究計畫的思考技巧?科拉。可從:https://www.quora.co
/Do-you-know-of-research-teams-adapting-Agile-frameworks-scrum-kanban-XP-etc-and-or-Design
/你知道研究團隊適應敏捷框架scrum看板XP等和或設計嗎
Thinking-techniques-for-managing-research-projects
管理研究計畫的思維技術
Thank you for your interest in the Scrumptious blog. If you have any ideas for Scrum topics, please message me here. Until next time, remember, projects can be Scrumptious!
感謝您對Scrum ptious 部落格的興趣。如果您對 Scrum 主題有任何想法,請在這裡給我留言。下次見,請記住,項目可能會很精彩!

Posted on: June 29, 2018 11:45 PM |
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發表於: 2018 年 6 月 29 日 11:45 |永久連結
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Phil Doyle 菲爾·多伊爾
Senior Project Manager| Orangebus (Capita)
高級專案經理| Orangebus(首都)
Newcastle Upon Tyne, Tyne And Wear, United Kingdom
泰恩河畔紐卡斯爾, 泰恩威爾郡, 英國
Really interesting, thanks for sharing. One problem I notice a lot of agile teams making is that they aren’t really agile, they are an iterative waterfall as Mike Cohn highlights. Timing boxing makes you iterative but not neccecerily agile, and I can’t help but wonder if they are making this mistake. Also, by only meeting weekly, It suggests they may not be very cross-functional and be working in individual silos. Another word of caution with applying agile approaches in none-software domains is the challenge of maintaining a focus on being incremental as well as iterative...
真的很有趣,謝謝分享。我注意到許多敏捷團隊面臨的一個問題是,他們並不是真正敏捷的,正如 Mike Cohn 所強調的那樣,他們是一個迭代瀑布。計時拳擊讓你迭代,但不一定敏捷,我不禁想知道他們是否犯了這個錯誤。此外,僅每週舉行一次會議,這表明他們可能不是跨職能的,並且在各自的孤島中工作。在非軟體領域應用敏捷方法的另一個警告是保持對增量和迭代的關注的挑戰...
Drew Craig 德魯·克雷格
Sr. Agile & Product Coach| Vanguard
高級敏捷和產品教練|先鋒
Philadelphia, Pa, USA 美國賓州費城
Chunking work helps the team to focus on smaller, more manageable goals, while simultaneously driving forward on the larger, more long-term goal. That said, I agree with Phil that weekly scrums promotes working in silos. It was not mentioned what type of technologies were used (i.e. slack), but gathering the team together at a regular cadence, not weekly :), helps to keep alignment.
分塊工作有助於團隊專注於更小、更易於管理的目標,同時推動更大、更長期的目標。也就是說,我同意 Phil 的觀點,每週的 scrum 會促進孤島工作。沒有提到使用什麼類型的技術(即鬆弛),但是定期(而不是每週)將團隊聚集在一起,有助於保持一致。
Hi Phil, I have seen many organizations and institutions that claim to be Agile when in fact that are a hybrid waterfall and Agile. The research-based projects here that use weekly Daily Scrums are not necessarily due to a lack of cross-functionalism, according to them anyway (it may indeed be for others), but instead a lack of detail to report and/or the availability of all the parties (Scrum Team) to make the Scrum event. A lot of these research projects have a principal researcher, say a PhD student, who really doesn't have much to add to his/her development of the research project after a 24 hour period. Further getting supervisors who sometimes handle 10 or more research projects/students (Scrum Teams), and other relevant stakeholders (ie. University stakeholders, participants in the study) would make Daily Scrums impossible.
你好,Phil,我見過許多組織和機構聲稱自己是敏捷的,但實際上它們是瀑布和敏捷的混合體。無論如何,根據他們的說法,這裡使用每週每日Scrums 的基於研究的項目並不一定是由於缺乏跨職能主義(對於其他人來說可能確實如此),而是缺乏報告的細節和/或缺乏可用的舉辦 Scrum 活動的所有各方(Scrum 團隊)。許多這樣的研究計畫都有一位首席研究員,例如一名博士生,在 24 小時後,他/她其實並沒有太多可以補充的內容。進一步讓有時處理 10 個或更多研究計畫/學生(Scrum 團隊)的主管和其他相關利害關係人(即大學利害關係人、研究參與者)將使每日 Scrum 變得不可能。
Andrew, agree to most of that, apart from the Daily Scrum event which for the majority of research projects (particularly University ones such as a student's dissertation) is overkill. Certainly the example that Jeff Sutherland mentioned in his statement above in my blog it would make sense. So it's another "it depends" on size and complexity. Vanilla Scrum won't fit all research applications.
Andrew,同意其中的大部分內容,除了 Daily Scrum 活動,對於大多數研究項目(特別是大學項目,例如學生的論文)來說,這是過度殺傷力。當然,傑夫·薩瑟蘭在我的部落格上面的聲明中提到的例子是有道理的。因此,這是另一個“取決於”規模和複雜性的問題。普通 Scrum 並不適合所有研究應用。
Rami Kaibni 拉米·凱布尼
Community Champion
社區冠軍
Senior Projects Manager | Field & Marten Associates
高級專案經理|菲爾德與馬丁律師事務所
New Westminster, British Columbia, Canada
新威斯敏斯特, 不列顛哥倫比亞省, 加拿大
Thanks for sharing Sante. Some great info. I think for such projects maybe they can use a Scrum-XP hybrid model.
感謝分享桑特。一些很棒的信息。我認為對於這樣的項目,也許他們可以使用 Scrum-XP 混合模型。
Thanks Rami, yes agreed.
謝謝拉米,是的同意。
Phil Doyle 菲爾·多伊爾
Senior Project Manager| Orangebus (Capita)
高級專案經理| Orangebus(首都)
Newcastle Upon Tyne, Tyne And Wear, United Kingdom
泰恩河畔紐卡斯爾, 泰恩威爾郡, 英國
Sounds really interesting - thanks for your thoughts!
聽起來真的很有趣 - 感謝您的想法!
Sante, thanks for sharing and promoting, I still believe that this approach needs more clarification to provide more understanding for most of us.
Sante,感謝您的分享和推廣,我仍然認為這種方法需要更多的澄清,以便為我們大多數人提供更多的理解。
Very informative, Sante and thanks for sharing
資訊非常豐富,桑特,感謝分享
Thanks for sharing, very interesting
感謝分享,非常有趣
Thanks Anish and Eduin.
謝謝安尼什和埃杜因。
I saw Jeff Sutherland this month at the PMiP conference at BU; he made MANY references of Scrum in practice outside of IT. Thanks for sharing.
我本月在 BU 的 PMiP 會議上見到了傑夫·薩瑟蘭 (Jeff Sutherland);他在 IT 以外的實踐中多次引用了 Scrum。感謝分享。
Dinah Young 黛娜·楊
Project Manager / Software Asset Manager| Prince William County
專案經理/軟體資產經理|威廉王子縣
Springfield, Va, USA 美國維吉尼亞州斯普林菲爾德
Interesting. I understand what you are saying. But I have not been involved with any major research projects so I am struggling to think through the scenarios.
有趣的。我明白你在說什麼。但我沒有參與任何重大研究項目,所以我正在努力思考這些場景。
I do see what the others are saying about silos. Research projects seem to be very silo oriented.
我確實看到其他人對筒倉的看法。研究計畫似乎非常以筒倉為導向。
An example/case study would be helpful to better understand the possibilities/concerns.
範例/案例研究將有助於更好地理解可能性/問題。
Thanks Teresa. I wish there were more solid examples and case studies outside IT to read over. I'm sure it was a wonderful experience to get some insights from Jeff Sutherland. Thanks again.
謝謝特蕾莎。我希望 IT 以外有更多可靠的例子和案例研究可供閱讀。我確信從傑夫·薩瑟蘭那裡獲得一些見解是一次美妙的經歷。再次感謝。
Thanks Dinah. Actually I am hoping to apply Scrum to my next post-graduate project, so if nothing else, it may serve as a valuable case study in the future.
謝謝黛娜。實際上我希望將 Scrum 應用到我的下一個研究生課程中,所以如果不出意外的話,它可能會成為未來一個有價值的案例研究。
Very interesting article and a brave step forward for Scrum. My two bits - no matter what sector this is applied to, as long as there is agreement and acceptance within teams it will work out in their favor. The best part is that the team gets to decide together what works best for them as against some set rules and processes
非常有趣的文章,對於 Scrum 來說是個勇敢的一步。我的兩點——無論這適用於哪個領域,只要團隊內部達成一致並接受,就會對他們有利。最好的部分是,團隊可以根據一些既定的規則和流程共同決定什麼最適合他們
Thanks Cibin. Certainly that's one of the great things about Scrum.
Kevin Drake
Business Manager Electrical Engineering Services | SGS Australia
Perth, Western Australia, Australia
Very interesting and informative. I would assume that research is the ideal area for scrum.
Kevin Drake
Business Manager Electrical Engineering Services | SGS Australia
Perth, Western Australia, Australia
I am back again to read the same article again, I think scrum is the ideal approach of research. wow
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