Sprint planning and tracking is an essential part of Agile Project Management. This template will help in planning, tracking and resource management for a two week sprint.
|Sprint Planning and Tracking|
Key Features of the Template
- Allows planning, tracking and resource management for a 14 day Sprint.
- Has different tabs for Planning, tracking and resource management.
- Provides a high level view of the tasks being worked in the sprint.
- Allows reuse of tasks defined in the planning for the tracking phase.
- Highlights discrepancies in planned and actual effort.
- Highlights the current day which provides a good reference point.
- Highlights resource utilization : under-utilization and over-utilization.
- Read only columns are highlighted with a red cross mark.
Limitations of the Template
- As of now can only accommodate two week Sprints. ( We are working on a 4 week Sprint template).
- Tasks cannot be split in order to be assigned to different people. (If you want to split the tasks then create two tasks).
Steps in Sprint Planning
- Conduct a Planning session with the team.
- Confirm the scope/tasks, task owners and the estimates.
- Using the template populate the sprint plan.
- Update the tracker( allocations - planned) and review the resource allocation to make sure all the resources are used in an optimal fashion.
- Share the plan with the team to make sure there are no gaps.
- As the sprint progress record the actual effort for each task on a daily basis.
- Sprint planner is a simple list of tasks which need to be delivered in the Sprint.
- Task ID is the key ID in the whole of the template and must be sequential.
- Task owner is the resource who will be responsible for the task.
- Always use only one task owner.
- Estimate effort is the effort required to complete the task.
- Planned effort is driven from the resource allocation in the tracking tab so it is auto Populated and is Read Only.
- Status is a free form field which can be used to represent the task status.
- Sprint start date is the date on which work will start. This should always be a Monday.
- The sprint tracker is the key tab between all the three as it will be used frequently.
- The tracker can be divided into two areas - on the left we have the task details and on the right allocations.
- To load the task details from the Sprint plan all that you to is type in the Task ID.
- Typing in the task ID will copy the task description, Task Owner and Task Estimate from the sprint plan.
- In the second section we have Planned/Actual and then allocations.
- The planned hours total will be auto populated based on the allocations.
- Similarly, the actual total will be populated from the actual row.
- The resources should be added into the resource tracker so that they can be selected in the planning tab.
- Resource allocations are shown on a daily basis.
- If the cell is highlighted green then the resource has been allocated full 8 hours.
- If the cell is highlighted in amber then the resource is under allocated which means they have less work.
- If the numbers in the cell are highlighted in red then the resources are over allocated and have more than 8 hours work per day.