Handbook
Methodology bridge — foundation intents ↔ named ceremonies
This file is the **crosswalk** between methodology-neutral **intent types** (C1–C6 in [`ceremony-foundation.md`](ceremony-foundation.md)) and what **Scrum, Kanban, phased delivery, and XP** usually **
Methodology bridge — foundation intents ↔ named ceremonies
Purpose
This file is the crosswalk between methodology-neutral intent types (C1–C6 in Ceremony foundation (methodology-neutral)) and what Scrum, Kanban, phased delivery, and XP usually call the rituals that satisfy those intents. Use it when:
- You blend frameworks (e.g. Scrum cadence + Kanban flow metrics).
- You rename meetings but want to verify no intent is orphaned.
- You onboard people who know one methodology and need to map vocabulary.
Forks (detail + event-level suggestions): Scrum · Kanban · Phased · XP · SAFe · Lean · Spiral · V-Model · DevOps · Forge
Bridge matrix — intent × methodology (typical “nodes”)
Cells list common names for practices that primarily serve that intent. One calendar event may cover multiple intents (e.g. planning = C1 + C2); see fork files for primary → secondary ordering.
| Intent | Scrum (typical) | Kanban (typical) | Phased (typical) | XP (typical) | SAFe (typical) | Lean (typical) | Spiral (typical) | V-Model (typical) | DevOps (typical) | Forge (typical) |
|---|---|---|---|---|---|---|---|---|---|---|
| C1 Align | Sprint Goal conversation; backlog refinement themes | Replenishment context; service strategy | Requirements / design reviews; charter alignment | Planning game (scope negotiation); onsite customer dialogue | PI Planning (vision, architecture briefing); portfolio strategic themes | Value-stream mapping; strategic A3 | Spiral planning (Q1: objectives, alternatives) | Requirements review; stakeholder alignment | Architecture review with operability lens; SLO setting | Refinement (Ore → Ingot); Versona challenge at decision points |
| C2 Commit | Sprint Planning (forecast + Sprint Backlog) | Replenishment; pulling into “ready/doing” | Phase entry authorization; baseline sign-off to enter build | Stories selected for immediate iteration | PI Planning (team breakouts, PI Objectives); Iteration Planning | Pull-based selection; last responsible moment | Q1 + Q4: commit to risk-reduction approach | Design review; test plan paired with design | Sprint planning includes deployment and infra tasks | Planning (Ingot → Sparks); iteration scope; Charge selection |
| C3 Sync | Daily Scrum | Stand-up / flow meeting | Coordination meetings inside a phase; integration forums | Pair rotation check-ins; implicit in pairing | Daily Stand-up + ART Sync (Scrum of Scrums, PO Sync) | Stand-up (flow-focused); Gemba walks | Dev sync (Q3); approach varies by spiral | Development sync during implementation (bottom of V) | Stand-up includes pipeline health and deployment status | Daily sync (Charge confirmation); hat declaration; blocker surfacing |
| C4 Inspect | Sprint Review | Service delivery review (service vs expectations) | UAT; milestone demos; validation reviews | Small release feedback; customer acceptance | System Demo; Iteration Review; I&A (quantitative review) | Customer feedback; delivery review | Prototype demo; anchor-point review (Q4) | Test result review; acceptance review (top-right of V) | Deployment review; SLO review; DORA metrics | Review (evidence assessment); Versona discipline challenge |
| C5 Improve | Sprint Retrospective | Ops review; Kaizen / retrospective cadence | Post-phase lessons; process audits (lighter between gates) | Team reflection; coach feedback loops | I&A (problem-solving workshop); Iteration Retrospective | Kaizen events; A3 problem-solving; Five Whys | Retrospective; risk-prediction accuracy review | Post-phase lessons (often deferred; better teams add mid-cycle retros) | Blameless post-mortem; pipeline retrospective | Retro (metrics, Ember Log review, Versona tuning); learning → new Ore |
| C6 Assure | Definition of Done + increment quality; release may be separate | Policies / DoD per column; release train | IV&V; test phase exit; release approval | TDD, CI, collective ownership | Continuous delivery pipeline; built-in quality; release on demand | Built-in quality practices; policy-driven DoD | Risk review (Q2); evidence-based milestone gates | Test readiness review; traceability gates per V-level | Automated pipeline gates; CI/CD quality checks | Assay Gate (evidence-based release decision); per-work-type evidence |
Empty-looking cells: XP often embeds C3/C6 in practices rather than a named meeting—see XP fork. Lean embeds C6 in engineering practices rather than ceremonies. Spiral embeds C6 in Q2 risk analysis. Forge adds Versonas (discipline challenge agents) as a cross-cutting challenge mechanism activated at any ceremony—see Forge fork.
Cross-methodology suggestions
These apply regardless of framework; tune with your roles and phases.
| Topic | Suggestion |
|---|---|
| Cover every intent | Over a horizon (e.g. two weeks), you should touch C1–C6 somehow—not necessarily six meetings. Missing C5 shows up as repeating mistakes; missing C4 as surprise rejection at release. |
| Don’t double-book intents | If C2 happens only in a giant monthly meeting, C3 still needs a lighter rhythm or async channel so blockers don’t wait four weeks. |
| Name intents in invites | e.g. “Daily — C3 sync; not for backlog reorder (C2)” reduces PO hijack. |
| Blends | Scrumban: keep Scrum C2/C4 time-boxes if helpful; add Kanban WIP and aging to C3/C5. Phased + iterative: use gates for C6 at phase exits; use Sprint Review–style C4 inside implementation for stakeholders. SAFe + Kanban teams: ART cadence (PI Planning, System Demo) provides C1/C4 at program level; individual teams may use Kanban flow instead of iteration time-boxes. |
| Evidence | For C6 in regulated contexts, store decisions where Steer expects them (phased-delivery.md); git activity alone is rarely enough. |
| Tracking | Ceremonies consume aggregates from sdlc/TRACKING-FOUNDATION.md pattern repos—they don’t replace work-unit ids in commits. |
Per-intent bridge notes (how methodologies differ)
C1 Align
- Scrum: Sprint Goal + Product Goal connection.
- Kanban: Alignment often continuous via policy and replenishment context, less a single “goal statement.”
- Phased: Alignment frozen at baselines—later change is change control, not casual replanning.
- XP: Customer proximity compresses alignment into ongoing conversation.
- SAFe: PI Planning creates ART-wide alignment around vision, architecture, and PI Objectives — stronger alignment event than any single-team ceremony.
- Lean: Value-stream mapping and strategic A3 drive alignment on what is valuable and where waste lies.
- Spiral: Spiral planning (Q1) defines objectives, alternatives, and constraints for each cycle — alignment is revisited every spiral.
- V-Model: Requirements review establishes the top of the V — alignment on what the system must do and how acceptance will be tested.
- DevOps: Architecture review with operability lens — include SLOs, monitoring, and deployment strategy in design decisions from the start.
C2 Commit
- Scrum: Explicit forecast for one Sprint.
- Kanban: Pull when capacity and policy allow—commitment is flow-based, not necessarily a batch.
- Phased: Commitment = authorized to enter next phase with a package.
- XP: Small batches—commitment horizon is short by design.
- SAFe: PI Objectives are the commitment unit — teams forecast committed and stretch objectives for the entire PI (8–12 weeks).
- Lean: Pull-based selection at the last responsible moment — commitment is flow-governed, not calendar-bound.
- Spiral: Commitment is to a risk-reduction approach for the current spiral, not to a fixed deliverable scope.
- V-Model: Commitment includes both the design approach and the paired test approach — test plans are drafted during design.
- DevOps: Planning includes deployment tasks, infrastructure work, and reliability improvements alongside feature work.
C3 Sync
- Scrum: Daily, Developers-centric per Guide.
- Kanban: Frequency scales with interrupt rate and dependency count.
- Phased: Sync may be weekly status + ad hoc integration when handoffs are heavy.
- XP: Pairing reduces need for status broadcast but not for dependency sync across pairs.
- SAFe: Two-tier sync — Daily Stand-up within teams, ART Sync (Scrum of Scrums + PO Sync) across teams weekly.
- Lean: Flow-focused stand-up (board walk) and Gemba walks — sync is about the work, not individual status.
- Spiral: Sync during Q3 build; teams may use any approach (Agile iterations, focused builds) appropriate to the spiral’s risk profile.
- V-Model: Development sync during implementation (bottom of V); coordination on integration interfaces.
- DevOps: Pipeline health and deployment status are part of daily sync; pipeline failures are blockers.
C4 Inspect
- Scrum: Stakeholder-facing Review each Sprint.
- Kanban: May be on demand or service review on a slower cadence than delivery.
- Phased: Formal inspection at gate with evidence.
- XP: Frequent slices to customer or proxy.
- SAFe: System Demo every iteration (cross-team integration); I&A at PI end for quantitative and qualitative review.
- Lean: Customer feedback on delivered value; delivery review measures outcomes, not just outputs.
- Spiral: Prototype demos validate risk-reduction evidence; anchor-point reviews (Q4) evaluate spiral results and gate next investment.
- V-Model: Test result reviews at each V-level; acceptance review validates the complete system against stakeholder needs.
- DevOps: Deployment review pre-deployment; SLO review measures reliability performance; DORA metrics track delivery health.
C5 Improve
- Scrum: Retro every Sprint.
- Kanban: Often separate service / ops improvement cadence.
- Phased: Improvement may lag until post-project unless you add explicit retro inside phases.
- XP: Values + coach; retro optional if team is disciplined elsewhere.
- SAFe: I&A problem-solving workshop is the primary ART-level improvement; teams also run iteration retros. Improvement items flow into the next PI backlog.
- Lean: Kaizen events, A3 problem-solving, and Five Whys — systematic root-cause analysis, not just sentiment-based retros.
- Spiral: Retrospective compares predicted vs actual risk outcomes; improves risk identification and estimation capability.
- V-Model: Improvement is often post-project (lessons learned). Better teams add mid-cycle retros during long development phases.
- DevOps: Blameless post-mortems learn from incidents; pipeline retrospectives review DORA metrics and reduce toil.
C6 Assure
- Scrum: DoD is team-owned; PO accepts increment.
- Kanban: Policies are first-class; quality is of the system.
- Phased: Independent verification is common.
- XP: Technical practices are the primary assurance mechanism.
- SAFe: Continuous delivery pipeline and built-in quality practices span all teams; release on demand decouples release from PI cadence.
- Lean: Built-in quality practices (TDD, CI, automation) — quality is a practice embedded in flow, not a separate phase or ceremony.
- Spiral: Risk review (Q2) provides assurance through systematic risk analysis; anchor-point milestones gate resource commitment with evidence.
- V-Model: Traceability gates at each V-level — requirements → design → test cases → test results. Test readiness reviews gate test execution.
- DevOps: Automated pipeline gates (CI/CD) provide continuous assurance — build, test, scan, deploy. Quality is automated, not ceremonial.
How to map your own calendar to C1–C6
- List recurring events (and async rituals: e.g. “Friday PR digest”).
- For each, ask: which outcome (align, commit, sync, inspect, improve, assure) is non-negotiable?
- If an event tries to do all six, split or time-box parts—or accept weak outcomes.
- Compare to this matrix: if your methodology expects a node (e.g. Scrum Review) and you skipped it, decide whether another practice covers the same intent.
- Record project-specific names in
sdlc/(consuming repo), not new blueprint intent IDs.
Related reading
| Doc | Why |
|---|---|
| Ceremony foundation (methodology-neutral) | Phase × intent matrix; suggestions by intent |
| Ceremonies — blueprint package | Package index |
| Roles, archetypes & methodology titles | Who leads each intent |
agile.md |
Blending under Agile umbrella |
Canonical source
Edit https://github.com/autowww/blueprints/blob/main/sdlc/methodologies/ceremonies/methodology-bridge.md first; regenerate with docs/build-handbook.py.