Applying Scrum to Research Projects
From the Scrumptious Blog
by Sante Delle-Vergini
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.
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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?
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.
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.
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.
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.
In 2016, Jeff Sutherland made the following statement:
"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."
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.
References:
1. Pearson, M., Kruzela, I., Allder, K. and Johansson, P. (2012) On the use of Scrum in Projecrt Driven
Hight Education. A research paper presented to the Department of Psychology, Lund University,
Sweden. Available from: 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
Ideas en Informatica Educativa. Volumen 12, pp.589-594. Available from: 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
Thinking techniques for managing research projects? Quora. Available from: https://www.quora.co
/Do-you-know-of-research-teams-adapting-Agile-frameworks-scrum-kanban-XP-etc-and-or-Design
Thinking-techniques-for-managing-research-projects
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!

Posted on: June 29, 2018 11:45 PM |
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Phil Doyle
Senior Project Manager| Orangebus (Capita)
Newcastle Upon Tyne, Tyne And Wear, United Kingdom
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...
Drew Craig
Sr. Agile & Product Coach| Vanguard
Philadelphia, Pa, USA
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.
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.
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.
Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates
New Westminster, British Columbia, Canada
Thanks for sharing Sante. Some great info. I think for such projects maybe they can use a Scrum-XP hybrid model.
Phil Doyle
Senior Project Manager| Orangebus (Capita)
Newcastle Upon Tyne, Tyne And Wear, United Kingdom
Sounds really interesting - thanks for your thoughts!
Sante, thanks for sharing and promoting, I still believe that this approach needs more clarification to provide more understanding for most of us.
Anish Abraham
Privacy Program Manager| University of Washington
Auburn, Wa, USA
Very informative, Sante and thanks for sharing
Thanks for sharing, very interesting
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.
Dinah Young
Project Manager / Software Asset Manager| Prince William County
Springfield, Va, USA
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.
I do see what the others are saying about silos. Research projects seem to be very silo oriented.
An example/case study would be helpful to better understand the possibilities/concerns.
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.
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.
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
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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