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Optimizing Sprint Planning Sessions

Sprint planning sets the trajectory for the entire sprint. Poorly planned sprints lead to constant re-planning, missed commitments, and team frustration. Effective sprint planning is a skill that improves with deliberate practice. GitScrum provides the structure and data to make planning sessions focused, data-driven, and consistently productive.

Pre-Planning Preparation

Backlog Readiness Check

BEFORE PLANNING MEETING:
┌─────────────────────────────────────────────────────────────┐
│ READY FOR PLANNING CHECKLIST                                │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ PRODUCT OWNER RESPONSIBILITIES (1-2 days before):          │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ [ ] Top 15-20 items refined and prioritized             ││
│ │ [ ] Acceptance criteria clear for top items             ││
│ │ [ ] Dependencies identified and flagged                 ││
│ │ [ ] Questions from refinement answered                  ││
│ │ [ ] Sprint goal draft prepared                          ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ DEFINITION OF READY:                                        │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Story is "Ready" when:                                  ││
│ │                                                         ││
│ │ ✓ Clear user story format or task description           ││
│ │ ✓ Acceptance criteria defined                           ││
│ │ ✓ Story pointed (from refinement)                       ││
│ │ ✓ No unresolved questions                               ││
│ │ ✓ Dependencies identified                               ││
│ │ ✓ Design/mockups available if needed                    ││
│ │                                                         ││
│ │ NOT READY = Should not be discussed in planning         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ GITSCRUM BACKLOG STATE:                                     │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Backlog View:                                           ││
│ │                                                         ││
│ │ Priority │ Title                 │ Pts │ Status        ││
│ │──────────┼───────────────────────┼─────┼───────────────││
│ │ 1        │ User auth flow        │ 8   │ ✓ Ready       ││
│ │ 2        │ Payment integration   │ 13  │ ✓ Ready       ││
│ │ 3        │ Email notifications   │ 5   │ ✓ Ready       ││
│ │ 4        │ Dashboard widgets     │ 8   │ ✓ Ready       ││
│ │ 5        │ Report export         │ 5   │ ✓ Ready       ││
│ │ 6        │ API versioning        │ 13  │ ⚠ Needs AC    ││
│ │ 7        │ Mobile responsive     │ ?   │ ⚠ Not pointed ││
│ │                                                         ││
│ │ → Items 1-5 can be planned. Items 6-7 need refinement.  ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Capacity Calculation

TEAM CAPACITY FOR SPRINT:
┌─────────────────────────────────────────────────────────────┐
│ DETERMINING AVAILABLE CAPACITY                              │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ BASE CAPACITY (10-day sprint, 5-person team):               │
│ ┌─────────────────────────────────────────────────────────┐│
│ │                                                         ││
│ │ Member     │ Available Days │ Focus % │ Effective Days  ││
│ │────────────┼────────────────┼─────────┼─────────────────││
│ │ Anna       │ 10             │ 80%     │ 8.0             ││
│ │ Mike       │ 8 (2 PTO)      │ 80%     │ 6.4             ││
│ │ Chen       │ 10             │ 70%*    │ 7.0             ││
│ │ Sarah      │ 10             │ 80%     │ 8.0             ││
│ │ Luis       │ 9 (1 training) │ 80%     │ 7.2             ││
│ │────────────┼────────────────┼─────────┼─────────────────││
│ │ TOTAL      │                │         │ 36.6 days       ││
│ │                                                         ││
│ │ *Chen has on-call rotation this sprint                  ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ FOCUS FACTOR ADJUSTMENTS:                                   │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Standard: 80%                                           ││
│ │   (meetings, reviews, context switching)                ││
│ │                                                         ││
│ │ Reduce for:                                             ││
│ │ ├── On-call duty: -10%                                  ││
│ │ ├── Interview hosting: -5% per interview                ││
│ │ ├── Major company event: -10-20%                        ││
│ │ ├── New team member onboarding others: -10%             ││
│ │ └── Being onboarded: 50% first sprint, 70% second       ││
│ │                                                         ││
│ │ Increase for:                                           ││
│ │ └── Focused sprint (no demos, fewer meetings): +5%      ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ HISTORICAL VELOCITY:                                        │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ GitScrum Analytics - Last 6 Sprints:                    ││
│ │                                                         ││
│ │ Sprint 19: 42 pts (similar capacity)                    ││
│ │ Sprint 20: 38 pts (1 person sick)                       ││
│ │ Sprint 21: 45 pts (full team, focused)                  ││
│ │ Sprint 22: 35 pts (holiday week)                        ││
│ │ Sprint 23: 40 pts (similar capacity)                    ││
│ │ Sprint 24: 44 pts (similar capacity)                    ││
│ │                                                         ││
│ │ Average (full capacity): 42 pts                         ││
│ │ This sprint adjusted: ~38 pts (reduced capacity)        ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Planning Meeting Structure

Efficient Agenda

SPRINT PLANNING MEETING:
┌─────────────────────────────────────────────────────────────┐
│ 2-HOUR PLANNING FOR 2-WEEK SPRINT                           │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ PART 1: WHAT (45 min)                                       │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ 0:00 - 0:10  Sprint Goal                                ││
│ │              PO proposes, team refines                  ││
│ │                                                         ││
│ │ 0:10 - 0:15  Capacity Check                             ││
│ │              Review availability, calculate capacity    ││
│ │                                                         ││
│ │ 0:15 - 0:45  Story Selection                            ││
│ │              Review top items, confirm understanding    ││
│ │              Pull items until capacity reached          ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ BREAK (5 min)                                               │
│                                                             │
│ PART 2: HOW (60 min)                                        │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ 0:50 - 1:40  Task Breakdown                             ││
│ │              For each story: identify tasks             ││
│ │              Assign initial owners                      ││
│ │              Identify dependencies                      ││
│ │                                                         ││
│ │ 1:40 - 1:50  Dependency Review                          ││
│ │              Check for blockers                         ││
│ │              Confirm external dependencies              ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ PART 3: COMMIT (10 min)                                     │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ 1:50 - 2:00  Final Review                               ││
│ │              Team confirms commitment                   ││
│ │              Any final concerns?                        ││
│ │              Sprint officially started                  ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ TIMEBOX STRICTLY:                                           │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ If not refined → Don't discuss in planning              ││
│ │ If debates on how → Spike or offline discussion         ││
│ │ If can't decide → PO makes call, move on                ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Sprint Goal Setting

DEFINING SPRINT GOAL:
┌─────────────────────────────────────────────────────────────┐
│ OUTCOME-FOCUSED GOALS                                       │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ GOOD SPRINT GOALS:                                          │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ ✓ "Users can complete checkout with credit card"        ││
│ │   → Clear outcome, testable, valuable                   ││
│ │                                                         ││
│ │ ✓ "API performance improved to <200ms response time"    ││
│ │   → Measurable, specific target                         ││
│ │                                                         ││
│ │ ✓ "Mobile app ready for internal beta testing"          ││
│ │   → Clear milestone, stakeholders understand            ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ POOR SPRINT GOALS:                                          │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ ✗ "Complete PROJ-123 through PROJ-145"                  ││
│ │   → Just a ticket list, no outcome                      ││
│ │                                                         ││
│ │ ✗ "Work on authentication improvements"                 ││
│ │   → Vague, no success criteria                          ││
│ │                                                         ││
│ │ ✗ "Finish everything in the sprint"                     ││
│ │   → Not meaningful                                      ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ GOAL STRUCTURE:                                             │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Template: "[User/System] can [do what] [value/metric]"  ││
│ │                                                         ││
│ │ Sprint 25 Goal:                                         ││
│ │ "New users can sign up, verify email, and complete      ││
│ │ their first project creation within 5 minutes"          ││
│ │                                                         ││
│ │ Supporting items:                                       ││
│ │ ├── User registration flow (8 pts)                      ││
│ │ ├── Email verification (5 pts)                          ││
│ │ ├── Project creation wizard (8 pts)                     ││
│ │ ├── Onboarding tooltips (3 pts)                         ││
│ │ └── Welcome email template (2 pts)                      ││
│ │                                                         ││
│ │ Stretch (if capacity allows):                           ││
│ │ └── Progress indicator (3 pts)                          ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Story Selection and Estimation

Confirming Estimates

ESTIMATION IN PLANNING:
┌─────────────────────────────────────────────────────────────┐
│ HANDLING ESTIMATES EFFICIENTLY                              │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ ESTIMATES SHOULD COME FROM REFINEMENT:                      │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Planning is for SELECTING items, not estimating them.   ││
│ │                                                         ││
│ │ If item isn't estimated:                                ││
│ │ ├── Quick sanity check (1 min max)                      ││
│ │ ├── Team agrees? Use the estimate                       ││
│ │ ├── Disagreement? Send back to refinement               ││
│ │ └── Critical? PO decides if we take the risk            ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ RE-ESTIMATION TRIGGERS:                                     │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Reconsider estimates if:                                ││
│ │                                                         ││
│ │ ├── New information since refinement                    ││
│ │ ├── Different team member will implement                ││
│ │ ├── Dependencies changed                                ││
│ │ └── Significant time passed (>2 weeks since pointing)   ││
│ │                                                         ││
│ │ Process:                                                ││
│ │ "Does anyone think this 8 is wrong given what we        ││
│ │ now know? No? Let's proceed."                           ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ PULLING ITEMS INTO SPRINT:                                  │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ GitScrum Sprint View:                                   ││
│ │                                                         ││
│ │ Sprint 25 Capacity: 40 points                           ││
│ │                                                         ││
│ │ Committed:                                              ││
│ │ ┌─────────────────────────────────────────────────────┐ ││
│ │ │ ☑ User registration flow      │ 8 pts │ → 8 total   │ ││
│ │ │ ☑ Email verification          │ 5 pts │ → 13 total  │ ││
│ │ │ ☑ Project creation wizard     │ 8 pts │ → 21 total  │ ││
│ │ │ ☑ Onboarding tooltips         │ 3 pts │ → 24 total  │ ││
│ │ │ ☑ Welcome email template      │ 2 pts │ → 26 total  │ ││
│ │ │ ☑ Bug: Login timeout          │ 3 pts │ → 29 total  │ ││
│ │ │ ☑ Tech debt: Auth cleanup     │ 5 pts │ → 34 total  │ ││
│ │ │ ☑ Dashboard widget fix        │ 3 pts │ → 37 total  │ ││
│ │ └─────────────────────────────────────────────────────┘ ││
│ │                                                         ││
│ │ Stretch (if complete early):                            ││
│ │ ┌─────────────────────────────────────────────────────┐ ││
│ │ │ ☐ Progress indicator          │ 3 pts │             │ ││
│ │ │ ☐ Settings redesign           │ 5 pts │             │ ││
│ │ └─────────────────────────────────────────────────────┘ ││
│ │                                                         ││
│ │ Buffer: 3 pts (37/40 = 92.5% capacity)                  ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Task Breakdown

Decomposing Stories

TASK BREAKDOWN PROCESS:
┌─────────────────────────────────────────────────────────────┐
│ FROM STORIES TO ACTIONABLE TASKS                            │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ WHY BREAK DOWN IN PLANNING:                                 │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ ✓ Reveals hidden complexity                             ││
│ │ ✓ Enables parallel work                                 ││
│ │ ✓ Creates daily progress visibility                     ││
│ │ ✓ Identifies missing skills/dependencies                ││
│ │ ✓ Improves estimate accuracy                            ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ BREAKDOWN EXAMPLE:                                          │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Story: User registration flow (8 pts)                   ││
│ │                                                         ││
│ │ Tasks:                                                  ││
│ │ ├── Create registration form component        (2h)      ││
│ │ ├── Add form validation                       (2h)      ││
│ │ ├── Create user API endpoint                  (3h)      ││
│ │ ├── Add password hashing                      (1h)      ││
│ │ ├── Create email confirmation trigger         (2h)      ││
│ │ ├── Write unit tests                          (3h)      ││
│ │ ├── Write integration tests                   (2h)      ││
│ │ ├── Update API documentation                  (1h)      ││
│ │ └── Code review + fixes                       (2h)      ││
│ │                                                         ││
│ │ Total: ~18h (≈3 days of focused work)                   ││
│ │                                                         ││
│ │ Dependencies:                                           ││
│ │ ├── Design mockup (available ✓)                         ││
│ │ └── Email service setup (Chen to complete Day 1)        ││
│ │                                                         ││
│ │ Owner: Anna (Mike to assist with email integration)     ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ TASK GRANULARITY:                                           │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Ideal task size: 2-8 hours                              ││
│ │                                                         ││
│ │ Too big (>1 day):                                       ││
│ │ ├── "Implement registration" → Break down more          ││
│ │                                                         ││
│ │ Too small (<1 hour):                                    ││
│ │ ├── "Add button" → Combine with related work            ││
│ │                                                         ││
│ │ Just right:                                             ││
│ │ ├── "Create form with validation" (half day)            ││
│ │ ├── "Add API endpoint with tests" (half day)            ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Dependency Mapping

IDENTIFYING DEPENDENCIES:
┌─────────────────────────────────────────────────────────────┐
│ PLANNING AROUND DEPENDENCIES                                │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ DEPENDENCY TYPES:                                           │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ INTERNAL (within sprint):                               ││
│ │ ├── Task A blocks Task B                                ││
│ │ ├── Story 1 needed before Story 2                       ││
│ │ └── Team member availability                            ││
│ │                                                         ││
│ │ EXTERNAL (outside team):                                ││
│ │ ├── API from another team                               ││
│ │ ├── Design review approval                              ││
│ │ ├── Infrastructure provisioning                         ││
│ │ └── Third-party service access                          ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ DEPENDENCY VISUALIZATION:                                   │
│ ┌─────────────────────────────────────────────────────────┐│
│ │                                                         ││
│ │ Day 1-2         Day 3-4         Day 5-6         Day 7-8 ││
│ │ ────────────────────────────────────────────────────────││
│ │                                                         ││
│ │ [Email setup]──┐                                        ││
│ │                │                                        ││
│ │ [Reg form]─────┼──>[API endpoint]──>[Integration]──>Done││
│ │                │                                        ││
│ │ [Design review]┘                                        ││
│ │                                                         ││
│ │ ⚠ Dependency: Email setup must complete before          ││
│ │   confirmation trigger can be implemented.              ││
│ │                                                         ││
│ │ Mitigation: Chen starts email setup Day 1.              ││
│ │ Fallback: Mock email service for testing if delayed.    ││
│ │                                                         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ GITSCRUM DEPENDENCY TRACKING:                               │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Link tasks with "blocked by" relationship:              ││
│ │                                                         ││
│ │ Task: Email confirmation trigger                        ││
│ │ Blocked by: Email service setup ⚠                       ││
│ │                                                         ││
│ │ External dependency:                                    ││
│ │ Task: Payment integration                               ││
│ │ Blocked by: Stripe account approval (External)          ││
│ │ Expected: Day 3                                         ││
│ │ Fallback: Use test keys, switch to prod keys later      ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Common Pitfalls and Solutions

Avoiding Planning Anti-Patterns

SPRINT PLANNING PROBLEMS:
┌─────────────────────────────────────────────────────────────┐
│ WHAT GOES WRONG AND HOW TO FIX IT                           │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ PROBLEM: Planning takes 4+ hours                            │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Symptoms:                                               ││
│ │ - Discussing unclear stories                            ││
│ │ - Re-estimating everything                              ││
│ │ - Debating implementation details                       ││
│ │                                                         ││
│ │ Solution:                                               ││
│ │ - Better refinement sessions                            ││
│ │ - Enforce "Ready" definition                            ││
│ │ - Defer technical debates to after planning             ││
│ │ - Strict timeboxing                                     ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ PROBLEM: Over-commitment                                    │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Symptoms:                                               ││
│ │ - "We can squeeze in one more story"                    ││
│ │ - Ignoring velocity data                                ││
│ │ - Underestimating interruptions                         ││
│ │                                                         ││
│ │ Solution:                                               ││
│ │ - Commit to 80-90% of capacity                          ││
│ │ - Use stretch goals for extra capacity                  ││
│ │ - Trust historical velocity                             ││
│ │ - Include buffer for unknowns                           ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ PROBLEM: Uneven workload distribution                       │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Symptoms:                                               ││
│ │ - One person overloaded                                 ││
│ │ - Skills bottleneck                                     ││
│ │ - Work not parallelizable                               ││
│ │                                                         ││
│ │ Solution:                                               ││
│ │ - Review workload during planning                       ││
│ │ - Pair on critical paths                                ││
│ │ - Cross-train on bottleneck skills                      ││
│ │ - Sequence work to enable parallelism                   ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ PROBLEM: Missing dependencies discovered mid-sprint         │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Symptoms:                                               ││
│ │ - "We didn't know we needed X"                          ││
│ │ - External teams surprised by requests                  ││
│ │ - Blocked waiting on prerequisites                      ││
│ │                                                         ││
│ │ Solution:                                               ││
│ │ - Explicit dependency identification in planning        ││
│ │ - Confirm external dependencies before committing       ││
│ │ - Build in slack for dependency delays                  ││
│ │ - Define fallback plans                                 ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Post-Planning Actions

Sprint Kickoff

AFTER PLANNING MEETING:
┌─────────────────────────────────────────────────────────────┐
│ SPRINT LAUNCH ACTIVITIES                                    │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ IMMEDIATELY AFTER:                                          │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ [ ] Sprint goal documented and visible                  ││
│ │ [ ] All committed items in sprint backlog               ││
│ │ [ ] Tasks created for first stories                     ││
│ │ [ ] Initial assignments made                            ││
│ │ [ ] Dependencies flagged in GitScrum                    ││
│ │ [ ] Sprint start date set                               ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ DAY 1 OF SPRINT:                                            │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ [ ] Team starts first tasks                             ││
│ │ [ ] Dependency work initiated                           ││
│ │ [ ] External teams notified of needs                    ││
│ │ [ ] First standup includes sprint goal reminder         ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ COMMUNICATION:                                              │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Share with stakeholders:                                ││
│ │                                                         ││
│ │ "Sprint 25 Started 🚀                                   ││
│ │                                                         ││
│ │ Goal: New users can complete registration and first     ││
│ │ project creation within 5 minutes.                      ││
│ │                                                         ││
│ │ Key deliverables:                                       ││
│ │ - User registration flow                                ││
│ │ - Email verification                                    ││
│ │ - Project creation wizard                               ││
│ │                                                         ││
│ │ Demo: [Date]"                                           ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
└─────────────────────────────────────────────────────────────┘

Best Practices

Do's

EFFECTIVE SPRINT PLANNING:

✓ REFINE BEFORE PLANNING
  Items should be ready, not discussed in planning

✓ USE HISTORICAL DATA
  Trust velocity over optimism

✓ COMMIT CONSERVATIVELY
  80-90% capacity, use stretch goals

✓ TIMEBOX STRICTLY
  2 hours max for 2-week sprint

✓ BREAK DOWN STORIES
  Tasks reveal hidden work

✓ IDENTIFY DEPENDENCIES EARLY
  Flag blockers, confirm external needs

Don'ts

PLANNING ANTI-PATTERNS:

✗ PLANNING WITHOUT REFINEMENT
  Leads to 4-hour meetings

✗ 100% CAPACITY COMMITMENT
  No room for surprises

✗ IGNORING VELOCITY
  "This sprint will be different"

✗ VAGUE SPRINT GOALS
  "Complete the tickets"

✗ SKIPPING TASK BREAKDOWN
  Hidden complexity surprises you mid-sprint