Agile PMI Integration Checklist
| PMI Component | Agile Equivalent or Integration | Status | Owner |
|---|---|---|---|
| Charter | Project Vision + Agile Charter (lightweight doc) | ⬜ | Sponsor / PM |
| Scope | Product Backlog + Definition of Done | ⬜ | Product Owner |
| Schedule | Sprint Cadence + Roadmap | ⬜ | PM / Scrum Master |
| Budget | Velocity-based Forecasting + Burn Chart | ⬜ | PM / Finance |
| Quality | DoD + Continuous Testing + Acceptance Criteria | ⬜ | QA Lead / Team |
| Resources | Cross-functional Agile Team Roster | ⬜ | PM / HR |
| Communication | Agile Ceremonies + Slack/Notion/Boards | ⬜ | Scrum Master |
| Risk | Continuous Risk Tracking + Retrospective Actions | ⬜ | PM |
| Procurement | Vendor Syncs + Embedded in Sprint Planning | ⬜ | Ops / PM |
| Stakeholders | Sprint Reviews + Feedback Loops | ⬜ | PO / PM |
Key Agile Artifacts (Mapped to PMI)
| Agile Artifact | Replaces / Extends PMI Document | Format / Tool | Owner |
|---|---|---|---|
| Agile Charter | Lightweight replacement for full PMI Charter | Notion page / Slide | PM |
| Product Backlog | Scope Statement / WBS | Notion Board / Jira | Product Owner |
| Sprint Plan | Activity Schedule / Milestones | Sprint planning doc | Scrum Master |
| Velocity Tracker | Project Forecasting Tool | Spreadsheet or Notion DB | PM |
| Definition of Done (DoD) | Quality Plan + Acceptance Criteria | Checklist | Team |
| Burndown Chart | Cost Tracking / Schedule Baseline | Graph view | Scrum Master |
| Daily Standup Notes | Communication Logs | Slack / Notion | Team |
| Risk Tracker | Risk Register | Log or simple table | PM |
| Vendor Touchpoints | Procurement Plan / Vendor Contract Log | Light tracker | PM / Ops |
| Sprint Reviews | Stakeholder Management & Status Reports | Slides or demos | Team / PO |
Agile Cadence Overview
| Agile Event | Purpose | Frequency | Owner |
|---|---|---|---|
| Sprint Planning | Define Sprint Goal, commit to work | Every 1–2 weeks | Scrum Master / Team |
| Daily Standup | Align and unblock | Daily | Team |
| Sprint Review | Demo, stakeholder feedback | End of Sprint | Product Owner |
| Retrospective | Process improvement | End of Sprint | Scrum Master |
| Backlog Refinement | Prioritize and clarify upcoming work | Weekly | Product Owner |
PMI-Aware Agile Roles
| Role | PMI Tie-In | Agile Responsibility |
|---|---|---|
| Sponsor | Owns the charter, approves budget | Approves roadmap and vision |
| Project Manager (optional in Agile) | Coordinates cross-PMI concerns | May be blended with Scrum Master |
| Product Owner | Manages Scope and Stakeholder engagement | Owns backlog and user value |
| Scrum Master | Facilitates execution and communication | Guides team and ceremonies |
| Team | Resource Management & Execution | Delivers tested increments |
Example Metrics Aligned to PMI Monitoring & Controlling
| Metric | PMI Equivalent | Target |
|---|---|---|
| Velocity | Earned Value / Throughput | Stable within 3 sprints |
| Sprint Completion Rate | Milestone Progress | >85% of committed stories |
| Burndown Trend | Schedule Variance | Linear decline to zero |
| Budget Burn vs. Value Delivered | Cost Performance Index | Consistent delivery |
| Defects per Sprint | Quality Control | <3% escape rate |
Continuous Planning Over Static Plans
Agile replaces “plan once, execute blindly” with “plan small, execute fast, learn constantly.” But planning never disappears — it shifts:
- Scope becomes Backlog, refined weekly
- Schedule becomes Sprint Cadence + Roadmap, reviewed every sprint
- Budget is derived from velocity + cost per sprint
- Stakeholder management happens in real-time through demos and feedback
Final Notes for Agile Alignment
- You’re still doing real project management — just faster and lighter.
- Agile success = deliver working value + manage change gracefully.
- Documents should exist only to enable flow, alignment, and results.