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About the Book

Agile Foundations: The Level 1 Playbook is a practical workbook designed for teams and organizations just beginning their Agile journey.

Instead of theory-heavy text, this Playbook gives you ready-to-use, fill-in-the-blank policies, workflows, and templates you can immediately apply. It’s written for busy leaders, Product Owners, Scrum Masters, and Agile Coaches who need clarity and structure—without reinventing the wheel.

Inside you’ll find:

  • Framework guidance: How to decide between Scrum, Kanban, or a hybrid approach.
  • Editable policies: Fill-in templates for ceremonies, intake, estimation, WIP limits, dashboards, and team agreements.
  • Governance tools: Definitions of Ready & Done, metrics standards, and reporting expectations.
  • Visual workflows & diagrams: Intake process workflow, governance tables, and Agile maturity roadmaps.
  • Readiness checklist: A complete “Level 1 Agile Maturity” checklist to confirm when your team is ready to move forward.

This Playbook is meant to be used, not just read. Each chapter ends with actionable templates your team can fill out and adopt as working agreements.

If you’ve ever struggled to answer questions like:

  • “Should we use Scrum or Kanban?”
  • “How do we define Done?”
  • “What governance policies should we have at the start?”

…this Playbook gives you the structure, templates, and clarity to get started with confidence.

It is the first in the Agile Playbook Series, with future volumes expanding into sustaining agility (Level 2) and optimizing at scale (Level 3).


About the Author

Roger Martinez’s avatar Roger Martinez

Roger Martinez is a seasoned Senior Director, Enterprise Agile Coach, and Atlassian Solutions Architect with over 30 years of experience leading large-scale transformations in Fortune 500 companies.

He specializes in:

  • Designing and implementing enterprise-wide Agile frameworks
  • Coaching leadership, Product Owners, and Scrum Masters
  • Configuring Jira and Atlassian tools for governance, transparency, and scalability
  • Building intake and governance models that align business and technology

Roger is also the creator of The V.A.L.U.E. Approach™, a proven framework for implementing enterprise methodologies, and the author of two additional books on career growth and Agile transformation.

When he’s not writing or building playbooks, Roger focuses on helping teams simplify complexity, increase delivery speed, and make work visible, real, and measurable.

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