Scrumban Toolkit
This implementation toolkit equips project managers, team leads, and process practitioners in hybrid delivery environments with structured frameworks, templates, and workflows for implementing and sustaining Scrumban systems. Upon completion, participants receive a certificate issued by The Art of Service.
Executive Overview
Organizations using hybrid agile methods often face inconsistent execution, unclear workflow boundaries, and difficulty measuring team performance. Without standardized practices, teams cycle between Scrum rituals and Kanban flow without realizing the benefits of either. This toolkit provides structured frameworks, proven workflows, and reference templates that practitioners use to establish stable Scrumban operations. It supports consistent planning, visual workflow management, and incremental improvement using measurable criteria. The content is based on documented practices used across regulated and non-regulated delivery teams.
What You Will Be Able To Do
- Develop a Scrumban workflow map aligned with team capacity and service level expectations
- Conduct a capability maturity assessment across five core operational domains using standardized criteria
- Establish a pull-based planning cycle integrating backlog refinement, release forecasting, and WIP limits
- Create a visual board structure with defined swimlanes, classes of service, and escalation paths
- Generate a 30-day rollout plan with weekly milestones and role-specific action items
- Implement a cadence of operational reviews including replenishment, retrospective, and delivery forecasting
- Produce a value stream map identifying bottlenecks and cycle time variances
- Apply the 994+ requirements workbook to identify current state gaps and prioritize improvements
- Use the pre-filled Excel dashboard to track throughput, lead time, and delivery predictability
- Complete the certification requirements by submitting three validated deliverables for review
Who This Toolkit Is For
- Project Manager - accountable for delivery consistency and stakeholder reporting; uses templates to standardize team workflows and forecast outcomes
- Team Lead - responsible for day-to-day team coordination; applies board design and WIP control methods from the playbook
- Process Analyst - tasked with improving team efficiency; uses the maturity diagnostic and value stream tools to identify improvement areas
- Agile Coach - supports multiple teams in adopting hybrid methods; references the 144-chapter guide to provide structured guidance
- Delivery Manager - oversees portfolio-level agility; leverages the assessment dashboard and rollout plan to track adoption progress
What You Receive Within 24 Hours of Purchase
- 144-chapter implementation playbook (PDF) covering end-to-end Scrumban workflow from setup to sustainment
- 20+ downloadable templates in Excel and Word, including workflow board specifications, replenishment meeting agendas, WIP limit calculators, service level agreement guides, cycle time tracking sheets, and delivery forecasting models
- Self-assessment workbook with 994+ case-based requirements organized across 7 process areas: Workflow Design, Planning Cadence, Visual Management, Process Improvement, Team Accountability, Delivery Measurement, and Governance
- Pre-filled assessment dashboard in Excel demonstrating results generation and reporting using sample team data
- 30-day rollout work plan structured by week with role-specific milestones for implementation roles
- Maturity diagnostic across 5 capability domains: Flow Efficiency, Planning Stability, Team Autonomy, Continuous Improvement, and Stakeholder Alignment
Detailed Module Breakdown
Module 1: Foundations of Scrumban
- Core principles of flow and pull-based delivery
- Differences between Scrum, Kanban, and hybrid models
- Defining team scope and service commitments
- Establishing baseline performance metrics
Module 2: Current State Assessment
- Using the 994+ requirements to evaluate existing practices
- Mapping current workflow stages and handoffs
- Identifying unplanned work and interrupt buffers
- Scoring maturity across five capability domains
Module 3: Workflow Design
- Defining workflow columns and entry/exit criteria
- Setting classes of service for different work types
- Designing swimlanes for parallel responsibilities
- Integrating dependencies and escalation paths
Module 4: Planning and Replenishment
- Structuring the replenishment meeting cadence
- Using throughput data to forecast capacity
- Defining backlog refinement practices for hybrid teams
- Aligning release goals with flow metrics
Module 5: Visual Management
- Building physical and digital board layouts
- Setting WIP limits based on team capacity
- Using color coding and tagging for transparency
- Displaying service level expectations and aging work
Module 6: Implementation Planning
- Developing the 30-day rollout schedule
- Assigning role-specific implementation tasks
- Preparing communication plans for team adoption
- Creating readiness checklists for launch
Module 7: Operational Governance
- Establishing the Scrumban review meeting structure
- Defining escalation paths for blocked items
- Setting audit points for process compliance
- Integrating with existing portfolio reporting
Module 8: Team Execution Routines
- Daily flow check practices for team leads
- Managing interruptions and expedited work
- Conducting stand-up meetings focused on flow
- Updating metrics and visual controls
Module 9: Performance Measurement
- Tracking lead time and cycle time trends
- Calculating throughput and delivery predictability
- Using control charts to identify process shifts
- Generating stakeholder reports from the dashboard
Module 10: Continuous Improvement
- Running retrospectives focused on flow efficiency
- Using root cause analysis for recurring delays
- Testing process changes with small experiments
- Updating WIP limits based on performance data
Module 11: Capability Sustainment
- Onboarding new team members using standard guides
- Conducting quarterly maturity reassessments
- Updating templates and playbooks for team evolution
- Sharing best practices across peer teams
Module 12: Certification and Review
- Submitting the completed workflow map for validation
- Providing evidence of a live team rollout
- Submitting a completed improvement plan from the workbook
- Receiving certificate of completion from The Art of Service
The 994+ Requirements Workbook
The self-assessment workbook is organized across seven process areas: Workflow Design, Planning Cadence, Visual Management, Process Improvement, Team Accountability, Delivery Measurement, and Governance. Practitioners use it to evaluate current practices, identify gaps, and build prioritized improvement plans. Each requirement is phrased as a verifiable statement that can be scored as implemented, in progress, or not started. Example questions include: "Is there a defined entry criterion for each workflow stage?" "Are WIP limits set based on historical throughput data?" and "Is unplanned work categorized and reviewed monthly for root cause reduction?"
The 20+ Templates
The toolkit includes editable templates in Excel and Word for key Scrumban artifacts: workflow board setup guide, replenishment meeting agenda, WIP limit calculator, service level agreement template, cycle time tracking sheet, delivery forecasting model, team onboarding checklist, retrospective action log, process change proposal form, and governance review template. These are designed for immediate use and can be adapted to fit team-specific needs without requiring custom development.
Course Outcomes and Certification
Upon completion, you will have produced 3 concrete deliverables built using the toolkit: a fully defined Scrumban workflow map, a completed 30-day rollout plan with milestones, and a documented improvement plan based on the maturity assessment. The Art of Service issues a certificate of completion confirming demonstrated knowledge and applied capability in Scrumban implementation.
Delivery and Access
Single user license. Account in the learning environment provisioned within 24 hours of purchase. Lifetime access to all toolkit updates. Templates in editable Excel and Word. 30-day money-back guarantee.
Common Questions
Q: Is this for established or new Scrumban programs?
A: Both. The workbook helps assess current state. The playbook covers both greenfield and improvement scenarios.
Q: How is this different from Kanban University or Scrum Alliance materials?
A: This toolkit provides specific implementation artifacts and a step-by-step playbook not found in general certification courses. It includes 994+ auditable requirements and a pre-filled dashboard for immediate use.
Q: What format are the templates in?
A: Editable Excel and Word. You can adapt them to your own use.
Q: Is this a single user license?
A: Yes, one purchase is for one individual user. For organization-wide access, reach out via reply for volume pricing.
Q: What level of prior experience is assumed?
A: Familiarity with basic agile concepts and team delivery roles. No prior Kanban or Scrum certification is required.
Ready to Start
One-time payment of $495. Single user license. Access provisioned within 24 hours. Lifetime updates included. 30-day money-back guarantee. Reach us via reply if you want guidance on whether this fits your specific situation before purchasing.