Module 9 - AgileSHIFT Tools and Techniques


AgileSHIFT Online Learning
AgileSHIFT Tools and Techniques

This module contains three reference guides. The first one describes a range of tools and techniques that will help you work in a more agile way the second guide provides an overview of project and program management, including portfolio management, program management, project management, service management, and agile delivery. 

Learning Objectives 

  • The tools and techniques used in AgileSHIFT  
  • An overview of project and program management 

Intended Audience 

The target audience for the AgileSHIFT qualification is any employee of an organization that intends to adopt AgileSHIFT. This includes people who will become champions of the new working practice and employees from any part of the business who will contribute to the incremental improvements that will make up the wider change the organization requires.


There are no specific prerequisites to study the AgileSHIFT course or for entry to the examination.  


We welcome all feedback and suggestions - please contact us at to let us know what you think. 


There’s a whole range of tools and techniques to help you work in an agile way and you probably already know some of them. Whatever tools you use, they must add value to the way that the team works by helping them to: 

  • Organize and plan their work; 

  • Work more efficiently; and 

  • Communicate with other team members, stakeholders and customers. 


This module has two guides: 


  • The first one introduces some specific tools and techniques that will help you work in a more agile way – things like: 

  • Customer stories and epics; 

  • Relative estimating and story points; 

  • Task lists; 

  • Roadmaps;  

  • Swarms; and  

  • Kanban 


You’ll need to know about these tools for the exam so you should carefully review this guide. 


  • The second guide provides an overview of project and programme management, including portfolio management, programme management, project management, service management and agile delivery. This is useful background reading and will help you put AgileSHIFT into context. 


You can view the guides online or print them for reference. As you look through them, try and work out if any of the approaches will help you implement AgileSHIFT or simply work in a more agile way. 


About the Author
Learning Paths

Tony has over 20 years’ experience in Business Development, Business Change, Consulting, and Project/Program Management working with public, private, and third sector organizations.

He has helped organizations to design and create processes and procedures to align ways of working with corporate strategy. A highly motivated and detailed solution provider, utilizing a wide range of methods and frameworks to provide structure whilst promoting creativity and innovation.

As a confident and self-motivated professional with excellent communication skills, Tony is able to bring people together and get them working as a team quickly.

Tony is an Agile and Scrum trainer with a vast knowledge spanning IT Systems, Business Change, Program and Project Management. With excellent presentation skills and a solid background, he ensures that all clients gain maximum benefit from his training. He has successfully guided those new to the industry through their initial training, helped experienced staff as they progress in their careers, and worked at the director level advising on best use and practice, as well as tailoring courses to fulfil the exact needs of clients.