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AI agent for scrum masters

Carry-Over and Scope Change Analysis Agent

Find the main cause of carry-over and test one fix at a time

Carry-Over and Scope Change Analysis Agent: what goes in, what the agent does and what you get

What it does

The same stories carry over sprint after sprint and each retrospective names a new reason. This agent reads several sprints of history and classifies each carry-over by cause: the story was too big, it was blocked, scope was added mid-sprint, the team was short staffed, or the plan was too ambitious. It counts each cause across sprints to find the main pattern. It proposes one experiment, for example a story size limit or a cap on mid-sprint additions, with a measurement. It then checks the next sprint's numbers against the target and reports whether the experiment worked. The team approves the experiment. Edge case: causes overlap, such as a large story that was also blocked, so the agent assigns a main cause and a second one.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Sprint review finished 2 USES A TOOL Read the last 6 sprints and the carried-over stories 3 DOES Classify each carry-over by main and second cause 4 DOES Count causes across sprints and find the mainpattern 5 DOES Propose one experiment with a target 6 YOU APPROVE Team approves the experiment 7 USES A TOOL Read the next sprint's data 8 CHECKS THE RESULT Did the carry-over rate fall toward the target? If not: check whether the experiment was followed andpropose an adjustment or a different one. Back to step4. 9 DOES Record the result and the next pattern 10 RESULT Carry-over analysis and experiment result
Read the steps as a list
  1. Sprint review finished
  2. Read the last 6 sprints and the carried-over stories
  3. Classify each carry-over by main and second cause
  4. Count causes across sprints and find the main pattern
  5. Propose one experiment with a target
  6. Team approves the experimentThe agent waits here for your OK.
  7. Read the next sprint's data
  8. Did the carry-over rate fall toward the target?If not: check whether the experiment was followed and propose an adjustment or a different one. Back to step 4.
  9. Record the result and the next pattern
  10. Carry-over analysis and experiment result

How it decides

It assigns each carried-over story a main cause from the history and proposes an experiment for the most frequent one.

  • Treat a story as large if over 8 points or open over 5 days
  • Count a story as blocked when its status was blocked for over 1 day
  • Count scope added after day 2 as scope change
  • Test one experiment at a time

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Sprints analyzed (default 6)
  • Cause categories
  • Story size limit
  • Experiment target
  • Report frequency

What keeps you in control

It always asks you first

  • Team approves each experiment
  • Scrum master approves sharing the analysis

Hard limits

  • Never blame individuals in the analysis
  • Never change stories in the tracker

It stops when

  • Done: carry-over is within target for two sprints
  • Stop: data is too thin to find a pattern

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOver 6 sprints, 31 stories carried over: 14 were large, 9 had scope added, 6 were blocked and 2 were due to absence. The agent proposed a limit of 5 points per story. In the next sprint, carry-over fell from 5 stories to 3, against a target of 2, so the check failed. The agent found two stories were split after the sprint began. It proposed splitting before planning.

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