Best Practices for
Agile Software Development

by Paul Dermody, Technology Director

October 13, 2023

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Agile Software Development

The Agile Software Development Lifecycle (SDLC) is an iterative and flexible approach to software development that focuses on collaboration, customer feedback, and incremental delivery of working software. 

Agile methodologies like Scrum emphasize flexibility and responsiveness to changing requirements and customer needs. The process is iterative, with regular opportunities to adjust the direction of the project based on feedback, making it well-suited for projects where requirements evolve over time.

Here are the steps in an Agile SDLC, typically following the Scrum framework, one of the most popular Agile methodologies. I briefly describe each step and suggest some best practices to help ensure a successful project.

Project Initiation

Project initiation sets the foundation for the entire project. These best practices ensure that the project aligns with organizational goals and promote effective collaboration among stakeholders and the Agile team. Additionally, they lay the groundwork for continuous improvement throughout the project's lifecycle.

  • Define a clear project vision that communicates the project's purpose, goals, and expected outcomes.
  • Engage stakeholders early and continuously from various departments and roles, including end-users, product owners, and sponsors.
  • Establish communication channels dedicated to this team and project, including chat groups, Wiki, or other documentation.
  • Create a prioritized, high-level product backlog based on business value and customer needs.
  • Set SMART goals and objectives. That is, make them specific, measurable, achievable, relevant, and time-bound. Revisit them after every sprint.

Team Formation

Team formation sets the stage for effective collaboration and project execution. By following these best practices, the team can work more cohesively and increase the reliability and consistency of the sprints.

  • Assemble a cross-functional Agile team that includes developers, testers, Product Owner, and Scrum Master.
  • Encourage full-time dedication from team members to the project. Avoid overloading team members with multiple projects or tasks outside the Agile team.
  • Ensure clear roles and responsibilities. Designate a Product Owner responsible for prioritizing the backlog and making product-related decisions.
  • Appoint a Scrum Master to facilitate Agile ceremonies, remove obstacles, and ensure adherence to Agile principles.
  • Foster a culture of self-organization, ownership, and collaboration. The team should collectively determine how to achieve sprint goals.
  • Establish effective communication channels. Promote open and transparent communication. Use collaboration tools and communication platforms to support remote or distributed teams.

Product Backlog Refinement

Product backlog refinement ensures that the backlog contains well-defined and prioritized items for upcoming sprints. The following best practices ensure that the Agile team has a clear understanding of what needs to be done and that the highest-priority work is ready for sprint planning. The ultimate goal here is adaptability, allowing the team to respond to changing requirements and priorities throughout the project.

  • Schedule and conduct regular backlog refinement sessions.
  • Encourage active participation from the entire Agile team, including developers, testers, designers, and the product owner.
  • Prioritize items in the product backlog based on business value and customer feedback.
  • Collaboratively break down large user stories into smaller, actionable tasks that can be completed within a single sprint.
  • Add acceptance criteria to user stories.
  • Avoid overloading the backlog with too many items or details.

Sprint Planning

Sprint planning provides the team with an opportunity to determine what work to complete during the upcoming sprint. The best practices listed below set the stage for a productive and focused sprint and help the team understand the work to be done, establish clear goals, and make commitments based on realistic assessments of capacity and effort.

  • Begin sprint planning by reviewing and prioritizing the product backlog, ensuring that the most valuable and high-priority items are at the top.
  • Collaborate with the Product Owner to clarify requirements and answer any questions about backlog items.
  • Define clear and achievable sprint goals that align with the overall project and product objectives.
  • Select a set of backlog items for the upcoming sprint.
  • Estimate the effort required for each selected item. Use estimation techniques like story points, relative sizing, or ideal days to estimate the effort required for each backlog item.
  • Have the team commit to a realistic amount of work.

Sprint Execution

Sprint execution is the phase in the SDLC where the development team works on implementing the tasks and user stories that were committed to during sprint planning. These best practices ensure that the team remains focused, adaptive, and capable of delivering valuable increments of the product at the end of each sprint.

  • Conduct daily stand-up meetings (daily scrums) to discuss progress and obstacles.
  • Follow Agile principles by delivering working increments of the product at the end of each sprint.
  • Implement automated testing wherever possible to ensure rapid and reliable feedback on quality.
  • Integrate code changes frequently into the main branch to minimize integration challenges and conflicts.
  • Conduct code reviews where team members review each other's code for quality, consistency, and adherence to coding standards.

Continuous Testing

Continuous testing ensures that software remains reliable and free from defects throughout development. It is essential for delivering high-quality software in Agile environments. These best practices help teams identify and address defects early, reduce rework, and maintain a high level of confidence in the software's reliability.

  • Automate testing wherever possible. Embed testing into the development process, such as incorporating unit testing into the commit cycle.
  • Promote a culture of quality and shared responsibility where developers take ownership of testing their code.
  • Integrate testing into the CI/CD pipeline to automatically run tests with each code commit.
  • Involve stakeholders in user acceptance testing (UAT) to validate that the software meets their requirements and expectations.
  • Include documentation review in the testing activities.


Documentation in Agile Software Development should be lightweight, purpose-driven, and adaptable to the needs of the project. The following best practices around documentation help maintain transparency, collaboration, and knowledge sharing within the team and with stakeholders.

  • Agile values working software over comprehensive documentation.
  • Prioritize documentation that provides value to the team and stakeholders.
  • Avoid creating excessive documentation that doesn't serve a clear purpose.
  • Document user stories that capture requirements from the user's perspective and include clear and well-defined acceptance criteria.
  • Emphasize "living" documentation that evolves with the project.
  • Treat documentation as code and use similar version control and collaboration practices. Maintain documentation alongside code changes to keep it up-to-date.
  • Every code repo should have a README file that explains how to build and deploy the project. You should avoid unnecessarily explaining how third-party technologies work.
  • Create a clear Definition of Done that outlines the criteria for completing a user story or task.
  • Use sprint backlogs and burndown charts to track and visualize progress during a sprint.
  • Maintain high-level release plans and roadmaps to communicate the project's direction and major milestones.
  • Create a knowledge-sharing platform or wiki to store information that benefits the team, such as coding standards, architecture decisions, and best practices.
  • Encourage team members to contribute to and maintain this knowledge base.
  • When appropriate, prioritize user documentation, training materials, and help resources for end-users.
  • Include documentation reviews as part of the sprint process, similar to code reviews, to ensure accuracy and completeness. 

Sprint Review

The Sprint Review allows the team to showcase completed work to stakeholders and provides a valuable opportunity for collaboration, feedback, and continuous improvement. These best practices can ensure that the Sprint Review is a productive and meaningful event that contributes to the success of the project. 

  • At the end of the sprint, demonstrate the completed features to stakeholders.
  • Ensure that the demo is well-prepared and showcases the functionality in a way that is easily understandable to stakeholders.
  • Invite a diverse group of stakeholders, including product owners, customers, end-users, and business representatives, to the Sprint Review.
  • Emphasize the value delivered during the sprint, highlighting how the completed work aligns with the project's goals and objectives.
  • Encourage open and honest feedback from stakeholders about the demonstrated features.
  • Use the feedback received during the Sprint Review to inform future work and adapt the product backlog.
  • Review the sprint performance against the planned goals.
  • Take time during the sprint review to celebrate the team's achievements and acknowledge their hard work and dedication.

Sprint Retrospective

The Sprint Retrospective focuses on continuous improvement. It is a valuable opportunity for the team to reflect on your processes and practices, identify areas for improvement, and make adjustments to enhance your effectiveness and collaboration. These best practices can help ensure that retrospectives are meaningful and lead to actionable improvements.

  • Foster a safe and non-judgmental atmosphere where team members feel comfortable sharing their thoughts and concerns.
  • Remember that issues identified in this meeting should be seen not as black spots but rather as opportunities to become a better team that is creating a better product.
  • Ensure that all team members, including developers, testers, product owners, and the Scrum Master, actively participate in the retrospective.
  • Use a structured format for the retrospective, such as the "Start-Stop-Continue" or "Mad-Sad-Glad" technique.
  • Collaboratively prioritize the identified improvement items based on their impact and feasibility.
  • Create action items and assign responsibility for each improvement.
  • Again, celebrate your successes!

Release Planning

Release Planning involves defining the scope, timeline, and goals for a release. The following best practices ensure that the team has a clear roadmap for delivering value to customers in a structured and predictable manner. Release Planning helps manage expectations, minimizes last-minute changes, and enables the team to focus on high-priority work, ultimately leading to successful and timely releases.

  • Involve key stakeholders, including product owners, business representatives, and development team members, in the release planning process.
  • Collaborate closely with stakeholders to ensure alignment between project goals and business objectives.
  • Start by reviewing and prioritizing the product backlog, considering factors such as customer value, dependencies, and technical feasibility.
  • Define clear and measurable release objectives that articulate what the release aims to achieve.
  • Divide the release into smaller increments or milestones that can be delivered independently.
  • Estimate the effort required to complete each increment or set of backlog items.
  • Plan the number of sprints needed to accomplish the work, taking into account team velocity and capacity.
  • Determine any additional necessary release-related activities (e.g., documentation, marketing).


  • Communicate the release plan and objectives to all relevant stakeholders, including development teams, quality assurance, marketing, and support teams.

Release and Deployment

The goal of the Release and Deployment step is to ensure that the product operates smoothly in the production environment. These best practices aim to ensure that the software is delivered with minimal disruption and maximum reliability. They facilitate rapid response to issues and the ability to adapt to changing requirements and user feedback in the production environment.

  • Implement automation for the deployment process to reduce the risk of human errors and ensure consistent deployments.
  • Use tools like continuous integration and continuous deployment (CI/CD) pipelines to automate building, testing, and deploying code to production.
  • Implement feature toggles or feature flags to enable and disable specific features or functionality in the production environment. This allows for safe and controlled feature rollouts as well as the ability to quickly react to issues by toggling features on or off.
  • Always have a rollback plan in place in case issues arise during deployment or after release. Test the rollback procedure to ensure that it can be executed swiftly and effectively if needed.
  • Implement comprehensive monitoring and logging solutions to track the performance and behavior of the application in the production environment.
  • For products with a large user base, consider adopting incremental releases and canary deployments where a small subset of users receives new features or updates first. Monitor their experience before gradually expanding the release to a wider audience.

Feedback and Adaptation

The final piece of the Agile SDLC is not so much a step as an essential practice throughout the project. It involves gathering feedback from various sources and adapting the project or product based on it. The best practices listed below ensure that the project remains aligned with changing requirements, user needs, and market conditions. By actively seeking and responding to feedback, Agile teams can deliver a product that is more likely to meet or exceed customer expectations while maintaining a high level of adaptability throughout the SDLC.

  • Establish a continuous feedback loop throughout the project. Gather feedback from stakeholders, end-users, and team members at various stages, such as during sprint reviews, demos, and retrospectives.
  • Monitor system performance in the production environment.
  • Prioritize and categorize feedback to distinguish between critical issues, nice-to-haves, and future enhancements.
  • Encourage the active involvement of stakeholders, including product owners, customers, and end-users, in providing feedback and participating in decision-making.
  • Embrace an iterative and incremental approach to development, where feedback drives ongoing adaptation. Use insights gained from feedback to refine requirements, make adjustments to the backlog, and prioritize work for future sprints.
  • Cultivate a culture of continuous improvement within the team.
  • Regularly review and assess the feedback and adaptation processes themselves during retrospectives to identify opportunities for improvement.

The Agile Software Development Lifecycle (SDLC) offers a flexible and iterative approach to software development that prioritizes collaboration, adaptability, and continuous improvement. By following best practices at each step, teams can deliver high-quality software that meets customer needs and responds effectively to changing requirements. From project initiation to feedback and adaptation, Agile practices empower teams to work more efficiently, deliver value incrementally, and foster a culture of continuous learning and improvement. 

Remember, embracing the Agile SDLC is not just about following a set of processes; it's about embracing a mindset that values customer feedback, promotes collaboration, and drives the development of better software products.

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