User Story Maps

You’ve come to the end of your sprint. Your team planned and prioritized the most important tasks and executed them as well as possible. It’s just almost time to begin planning again, and jump into the next sprint...

BUT — there’s a critical step you've overlooked.  The team retrospective meeting.  

What went well? What didn’t go well? What do you need to improve upon for next time?

We built this guide based on years of agile training and software development experience. Our ultimate guide to retrospectives has everything you need to run effective retrospective meetings, including the benefits of retrospectives, how to run them well, and extra resources.

An intro: what is agile?

But first, a review of agile. If you’re already familiar, feel free to skip ahead to the next section on retrospectives.

One of our favorite ways to differentiate the agile methodology from traditional, waterfall project management is to compare the approaches to jazz vs. classical music.

In classical music, a conductor brings a piece of music to an orchestra. The conductor guides the group through the piece, dictating exactly what happens where and when based on their own previously decided ideas. It’s a lot like traditional project management. A project manager creates a plan, brings it to their team, and tells them how to carry it out. Each step plays out as it was designed to, under the careful observation of the project leader.

Now, consider jazz music. Jazz is collaborative, with each bandmate feeding off of each other in a flexible environment. The band doesn’t go in completely blind. Everyone is working off of a piece of music — but it’s not strictly adhered to, allowing for new directions to be discovered in the moment. The band, just like an agile team, works together to create music flexibly and iteratively, with each iteration a little different — and hopefully even better — than the last.

💡 Learn more: Agile 101: A Beginner's Guide to Agile Methodology

Traditional project management isn’t flexible. Instead, team members must work in a sequential order that’s dictated by the original plan and project manager. Think of an assembly line. The same steps are followed from project to project. The linear structure means that if one piece of a project stalls, the entire project stalls.

Agile, on the other hand, is non-linear. It focuses on collaboration between team members, flexibility, and delivering consistent value to stakeholders throughout the development process. Each new iteration yields actionable insights about what’s working and what isn’t. This multidimensional way of working eliminates the bottlenecks and dependencies that are common with traditional project management.

What is a retrospective?

Retrospectives are a staple of many agile processes. They can be a critical moment for teams to come together and provide feedback about how processes can improve. Retrospectives keep the agile process — well — agile and encourage continuous improvement. No matter how well the last sprint went, there is always something that can be improved upon for the next iteration.

Agile retrospectives help agile teams gather data and feedback from those involved in the Scrum process. In Scrum, a retrospective is held at the end of every sprint, which is generally every two weeks. The retrospective is a chance for all team members to share what went well, what didn’t, and what could be improved upon for next time. The insights are taken into account in the next planning session to ensure teams learn from their mistakes, successes, and each other.

How retrospectives fit with Scrum

Retrospectives are conducted in a variety of agile methodologies, but for the purposes of our Retrospectives Guide, we’re going to discuss retrospectives within the Scrum process. It’s one of four critical meetings used in Scrum, coming at the conclusion of each sprint. So, how are retrospective meetings utilized in Scrum?

Scrum artifacts

Artifacts are the pieces of work the team completes over the course of the sprint. The product backlog is a compilation of tasks that the team believes need to get done in order to complete a product or iteration of a product. The product backlog is large and not very refined.

Items from the product backlog get moved into the sprint backlog when it’s time for them to be completed. The sprint backlog represents everything the team hopes to accomplish over one sprint, which generally lasts for two weeks. The sprint backlog is more refined — it focuses on the current state of the product, stakeholder feedback, and customer needs.

Scrum roles

There are three Scrum roles, and each has different duties within the Scrum framework. The product owner prioritizes the work that needs to be completed over the course of each sprint. They refine and prioritize backlog items, moving the necessary product backlog items into the sprint backlog.

The next role is the Scrum Master, who guides the team during the two week sprint, ensuring the Scrum framework is adhered to. This person is an expert in all things Scrum and can act as a facilitator during daily stand-ups and other important meetings. The Scrum Master tends to play a key role in leading retrospectives.

Lastly comes the development team. They make up the bulk of the team and complete the work set out in the sprint backlog. The development team participates in planning, attends daily stand-up meetings, and delivers work to the client and stakeholders.

Stakeholders and customers, while not directly on the Scrum team, play important roles in the Scrum process. Stakeholder and customer needs must always be at the forefront of development decisions. Stakeholders should be brought in early and often to provide critical feedback as a product is being developed.

Scrum ceremonies

The Scrum ceremonies are the events that take place within the Scrum framework. First comes sprint planning to set the stage, then daily Scrums or standup meetings, followed by a sprint review and a sprint retrospective.

The sprint planning meeting is when everything gets set up for the next sprint. Sprint planning meetings are opportunities to prioritize backlog items and get the entire team aligned on their goals for the upcoming two weeks. Without planning, the team won’t have clear goals, and they won’t know what tasks to tackle next.

The daily stand-up, sometimes called a daily Scrum, occurs every day of the sprint. The entire team participates in this daily meeting that updates everyone involved in the sprint. During the meeting, team members update each other on what they accomplished over the past 24 hours and what they hope to accomplish over the next 24 hours. This time also serves as an opportunity to discuss any issues that occurred or potential roadblocks that could prevent work from moving forward smoothly.

The sprint review meeting happens at the end of the sprint and is an opportunity to discuss the success of the sprint based on what tasks are considered “Done.” The sprint review can also bring stakeholders into the Scrum process to ensure everyone still aligns on where the product is going and what should happen next. Stakeholders provide invaluable insights that ensure the team stays on track to meet customer needs.

The last ceremony in the Scrum framework is the shining star in our guide. The sprint retrospective meeting arrives at the end of every sprint. It’s a critical meeting that helps the team improve from one sprint to the next. It allows team members to share what went well, what didn’t go so well, and what could be improved upon for next time.

We’ll dissect the elements of a good sprint retrospective throughout the rest of this guide.

💡 Learn more about the differences between these four meetings in our article: Agile Ceremonies: Your Guide to the Four Stages.

The benefits of retrospectives

Retrospectives put the iterative in agile. They provide a focused time for teams to learn from the past and each other so they can constantly improve the development process. Retrospective benefits are vast, and they trickle down into all areas of development. The insights from a retrospective can improve productivity, team dynamics, team trust, customer value, and the overall Scrum process.

Retrospective benefits include:

• Documenting feedback in real-time after each sprint
• Exposing issues from the previous sprint that are holding the product or team back
• Aligning the team around the most important issues
• Giving everyone involved an opportunity to express ideas, thoughts, and experiences
• Informing leadership of potential roadblocks
• Bringing the team together around common goals and action items
• Establishing a safe space for sharing positive and constructive feedback
• Encouraging a continuous improvement mindset
• Helping product owners make decisions for the next sprint
• Setting the team on a positive path for the next sprint

6 Effective retrospective techniques

Now that you know why retrospectives are so important to the agile process, it’s time to dig into how to run them effectively. Use our 7 retrospective techniques for a smooth meeting that keeps everyone engaged and always results in quality insights.

1. Choose a time that works for everyone and stick to it

It’s important that every member of the Scrum team participates in the retrospective. This means holding it when everyone is available, whether that’s in-person or virtually.

Get feedback from your team about the best time to set this meeting. It should take place right after the sprint ends but before the planning meeting for the next sprint. This can be a tight window, which is why it helps to schedule this meeting at the same time every two weeks.

Consistent meeting times help ensure the meeting actually happens and that an optimal number of team members can attend.

2. Find new and creative ways to acquire feedback

The Start, Stop, Continue format can take many forms, but the general process is the same. The team discusses what they want to start doing, what they want to stop doing, and what they want to continue doing in the next sprint. It’s a simple framework that addresses both what went well with the previous sprint and what could be improved for next time.

This is a tried and true method, but it’s also important to change up your format and ask different questions to keep the team engaged.

You are trying to acquire similar information each time (what to start, stop, and continue), but the way you gather that information can change and evolve. Add variety to your Scrum retrospective and mix things up every once in a while to keep everyone engaged.

Find new ways of asking similar questions, and bring in new ice-breakers that help the team feel comfortable discussing the past two weeks with honesty and clarity.

Other versions of “Start, Stop, Continue” include the Rose, Bud, Thorn exercise, where team members discuss something positive about the experience, a “budding” opportunity that can be expanded on for next time, and something negative about the experience that should be improved upon. Another alternative is the Anchors and Sails exercise. What about the last sprint weighed or anchored the team down, and what positives put wind in their sails, so to speak?

Boring retrospectives will make team members dread the meeting and will lower participation significantly. If participants aren’t engaged, they won’t contribute as openly, and they won't take ownership over the process.

Mixing things up is also a good way to uncover insights the team hasn’t considered before. New questions will spark new ideas, issues, and solutions that otherwise would not have been discovered.

3. Ensure all voices are heard

All voices need to be heard in the retrospective. It’s the responsibility of the meeting facilitators to make sure everyone has a chance to speak during the meeting and that loud or dominant personalities don't overtake the conversation. They have to be heard too, but not at the expense of more introverted team members.

If you notice some members of your team do not participate, start asking them direct questions. If this only makes them retreat further into their shell, take them aside at the end of the meeting for a one-on-one conversation. How can you make the meeting environment more comfortable for them? What will best enable them to collaborate effectively? Ensure this is framed in the right way so it doesn't sound like they're in trouble but rather like you value and appreciate their input.

4. Establish a comfortable environment

Ensure the retrospective feels safe and comfortable for everyone involved by instilling trust, collaboration, and open dialogue. Each team member should feel like their voice is important. It should be a place of positivity, not a chance for team members to dunk on one another. It’s up to the facilitator to ensure everyone is comfortable.

There should be room for everyone to speak. The whole team should feel like they can express their thoughts and opinions about what happened over the course of the sprint. If people feel uncomfortable or think their voice won't be appreciated or heard, they will hold back and not actually express their honest feedback.

This is detrimental to the process, as it can leave recurring issues to fester and worsen over the course of future sprints. It is in everyone’s best interest to be open and honest and to hear everyone out. The goal of a retrospective is to solve issues, prevent roadblocks, and improve the team’s processes. If team members are silent or dishonest about how they feel things are going, nothing will be solved.

Comfort plays a big role in how honest everyone will be. Ensure everyone is respectful and that speaking time is shared across the team. Take time building trust and allowing the team to get to know each other. A team that trusts one another can work together and build each other up — and you’ll be able to manage issues before they begin to hinder productivity, team wellness, or the Scrum process.

5. Document everything and create clear action items

If you don’t document it, it didn’t happen. Don’t rely on memory alone after the retrospective. Document the feedback team members provide, and ensure any important ideas or issues are brought to the next planning meeting.

Turn important insights into action items to make sure ideas are not lost. Ensure action items are specific and clear and that the whole team understands what “done” actually means for each task. Once an action item is created, make sure there is follow-up, ideally at the beginning of the next retrospective. Determine who is responsible for the action item and how important it is in the grand scheme of your product backlog.

6. Review your action items at the next retrospective

So, you’ve collected your and your team’s insights and made those insights into action items. The final step is addressing those action items during the next retrospective. Were they resolved, or did the same issues keep occurring?

It’s best practice to review your previous retrospective action items at the beginning of the next retro. Did the team make progress on the task? What else needs to happen? Do you need to follow up again at the next retrospective meeting?

What happens after the retrospective?

The retrospective may be the last meeting of the sprint, but it doesn't end there. Take those insights into the next sprint.

After the retrospective, the product owner reevaluates the product backlog and chooses what will go into the sprint backlog for the next round of work. They should consider past mistakes, successes, stakeholder feedback, and retrospective insights as they make decisions.

The sprint planning meeting comes after the retrospective and will help the team regroup and align on what they need to accomplish next. With each sprint, you will gain more information about the product, your customers, how the team works together, and your overall process. These lessons are taken into account to make improvements from sprint to sprint and product to product.

For better sprints, read our sprint planning guide, which includes everything you need to run efficient and effective planning meetings. ➡️ The Ultimate Agile Sprint Planning Guide.

Turn an action item into a Jira issue in just a few clicks, then schedule the work to ensure your ideas aren’t lost at the end of the retrospective.

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Retrospective mistakes to avoid

Collecting feedback may sound simple, but there are many ways a retrospective can go wrong — from overpowering team members to asking repetitive questions to failing to capture insights effectively. Read our list of common retrospective mistakes to make sure your team doesn’t drop the ball.

❌ Skipping or delaying the retrospective

Due to a lack of time or resources, teams may consider skipping the retrospective. This is a costly mistake.

Do not, under any circumstances, skip a sprint retrospective. This is a critical time when the team has a chance to improve their processes. Skipping a retrospective enables the status quo and encourages complacency. The agile process is about continuous improvement — without the retrospective, you lose a critical opportunity to learn about the strengths and weaknesses of your team and its processes.

Delaying the retrospective can also be detrimental to your progress as a Scrum team. It’s important that you gather insights right after the sprint ends — while the ideas and issues are still fresh.

Delaying the retro could result in team members forgetting how the process actually went, leading to bland feedback that lacks the kind of detail that can create positive changes. And if delayed too long, something else could come up that takes priority over the retrospective, meaning the meeting may never occur at all.

❌ Always asking the same questions

The Scrum process is repetitive by nature, but that doesn’t mean your retrospectives should be boring or unbearably dry. Sticking to the status quo is a huge mistake in retrospectives.

When you repeat the same meeting every two weeks, you need to add variety in order to keep the team engaged. As soon as you lose team attention, engagement will drop, and the quality of the feedback you receive will too.

When running a retrospective, check in with yourself and the team to make sure engagement and interest stay high. If you are losing people’s attention and find engagement is dropping, change your format or the types of questions to keep everyone awake, attentive, and on their toes. Switching up who facilitates the meeting is another way to add variety into the mix.

❌ Allowing some of the group to dominate the conversation

Every voice on the team needs to be heard, but sometimes it’s the loudest ones that come through, well, the loudest. 📢 Effective retrospectives require multiple perspectives to deliver fresh insights.

Don’t let a select few voices dominate the conversation. A domineering team member will use all of the meeting’s time and limit the insights you can gather. If every voice isn’t heard, problems with the process could persist throughout multiple future sprints, severely impacting the effectiveness of your team. Plus, those who aren’t as loud will feel less involved and undervalued.

❌ Failing to empower softer voices

Along with discouraging domineering behavior, you need to amplify the softer voices.

Some people will be less likely to engage, or they may be too shy or afraid to express their opinions in a group setting. Watch out for this. If you notice it, find ways to make those underheard voices heard. It could mean asking them questions directly during the meeting, or it could mean taking a shy team member aside after the meeting to collect insights one-on-one.

If they find the group or your process intimidating, make the necessary adjustments to ensure everyone feels comfortable expressing their thoughts about the sprint. A retrospective is a collaborative process. Do what you can to engage and empower every member of the team.

❌ Jumping to conclusions without discussion

A single statement from one team member isn’t the end of the conversation. When team members bring up issues or ideas, they need to be discussed as a team. Do others feel the same way? Is it critical that this idea be implemented immediately, or can it be put on the back burner for now? How does a particular insight impact the product or customer needs specifically?

Don't jump to conclusions without having a meaningful discussion. You can gather information from your team quickly without throwing off your set meeting timeline. Don’t let any one topic throw you off course, but ensure you aren’t overlooking anything. If the team agrees an idea has merit, turn it into an action item that can be followed up on at the next retrospective meeting.

❌ Not implementing insights into the next sprint

Unfortunately, this is quite common. A team holds a retrospective meeting and does almost everything right only to fail to thoroughly record their team’s insights and put them into practice.

The whole point of the retrospective is to help your team improve. If you don’t properly document the feedback you receive from the team and don’t put those insights into action, you’re not getting the most from your retrospectives.

Turn feedback and discussion topics into clear action items you can follow up on later. Take important action items and insights into your sprint planning meeting and check in at your next retrospective. Were you able to make progress on the previous retrospective’s action items? What roadblocks did you hit? Do the action items require any further attention or follow-up?

❌ Not improving your retrospective process

Even a retrospective could use a retrospective! 🤯

Every now and again, take time to review your retrospective process. Ask your team to provide feedback on how they think the meetings are going. What do they like, what do they not like, and how do they think the retrospective meetings could improve?

You can improve on each aspect of your agile process. Go straight to the source to gather the opinions of those involved in the meeting. Do team members feel heard? Have issues been addressed to their satisfaction? Have the meetings grown stagnant?

When it comes to improving your retrospectives, your team has the data. Do not hesitate to ask.

Just because retrospectives come last in the Scrum process doesn’t mean they aren’t important. Don’t lose steam as you cross the finish line. Hold a retrospective at the end of every two-week sprint. Ensure each sprint retrospective includes insights from each team member and that insights are documented and transformed into clear action items.

📚 Additional resources

We have a wealth of free resources on the Easy Agile blog, and we continue to add to it every week. We recommend checking out our other guides as well as our top-performing agile content.

• The Ultimate Guide to PI Planning
• The Ultimate Guide to User Story Mapping
• Product Roadmaps: Your Guide To Why and How To Use Them
• The Difference Between a Flat Product Backlog and a User Story Map
• What's the Difference Between Kanban vs. Scrum?
• DEEP: The 4 Characteristics of a Good Product Backlog

Thanks for reading our ultimate retrospectives guide! 👏 If you have any questions about this guide, our other content, or Easy Agile products, reach out to our team. We love talking to teams and individuals about agile and how to work better together. We’ll continue to update this guide as we gain more retrospective insights, techniques, tools, and best practices.

Using Easy Agile to improve your Agile process

If your sprint retrospective isn’t effective, your next sprint will suffer from the same issues. It is imperative that Scrum teams gather at the end of each sprint to discuss what went well, what didn’t go so well, and what can be improved on for next time. Otherwise, you invite complacency and stagnation into your Scrum process — the antithesis of agile.

Improve your Retrospectives with Easy Agile TeamRhythm. The Retrospective features in TeamRhythm help your team stay on the path of continuous improvement. Watch the highlights tour to see how Easy Agile TeamRhythm makes sprint planning, managing your backlog, and team retrospectives easier. Visit Atlassian Marketplace to start your free, 30-day trial today.

Scrum teams create release plans to support successful product releases. This helps them maintain their focus on the product vision and feature deliverables.

Here, we’ll explore the definition and purpose of agile release planning and its essential template elements.

Find out what goes into creating a planning meeting and how to set your Scrum team up for successful product releases.

What is agile release planning?

Because software projects are unpredictable, release planning helps team members prioritize their workflow. A release plan focuses on getting specific product features ready for the market. It should examine the product scope, the release date for feature completion, and the resources needed for each release.

The development team then looks at the feedback from earlier product iterations to guide their planning. Product owners and Scrum teams get together to discuss the agile release plan. That’s because team members need to understand what level of product functionality must go into their work. They also need to understand work effort to plan their deadlines for each product increment.

Instead of planning for a significant product release, team members divide the project scope into short sprints or iterations. Many Scrum teams use Jira software to help them plan their sprints, as it helps everyone see the project status at any time.

Creating a prioritization list ensures that team members focus on the most vital product versions the Scrum product owner prioritizes.

What is the purpose of the release plan?

Project release planning helps software development teams plan, direct, and release each project in increments to serve the customer experience. Teams often use this methodology for short sprints of product development.

Release planning provides agile and Scrum teams with a solid direction to complete their projects. Team members also use this opportunity to use sprint feedback to create increments that align with the next release’s project roadmap.

Getting the product plan together

Release planning seems complex, but with some foresight, it can be simple. Let’s review each part of the process.

1. Who leads the release plan?

Typically, the product development team takes its lead from the Scrum master or the product owner. During the meeting, this leader will raise questions about the product backlog to ensure that sprint discussions align with the final product.

All the product stakeholders should participate in the release plan to ensure their feedback is taken into consideration. Without input from everyone involved in the product development, the team risks missing out on vital information to keep the product roadmap on track.

2. Agile release plan aspects

While the release plan is meant to be agile, it also follows a strict process to ensure that teams keep the product roadmap in sight.

Agile teams take all the sprint planning discussions and evaluate these to detail new product deliverables. Although most organizations will use various approaches in their release planning process, each sprint review should include the following aspects:

• The agreed product development releases at each stage of the sprint
• A direction for each new product release
• Specific current and future iterations due in each upcoming release
• What features and functionality should accompany the iteration
• Specific task requirements for each feature delivery to meet the release goal

By going through an in-depth release planning process, software development teams harness the value of these sprint meetings. The ability to rapidly change direction as necessary ensures the team releases the best possible product.

This constant iteration in each sprint review is also valuable in the dynamic environment of product development.

This level of planning, combined with an iterative schedule to account for the dynamic nature of software, is what makes Agile product development so valuable.

3. Sprint meeting discussions

Sprint meeting discussions revolve around user stories, product backlog, and product backlog items. Scrum release planning also considers other issues such as dependencies and product functionality. Other aspects that the team speaks about involve the next release and the number of sprints they must complete and deliver.

Essentially, team members must keep the product vision in mind for effective release planning. This vision helps team members isolate minimum market sprint feature batches and their release dates.

Sprint meeting discussions should include:

• Release plan prioritization of impending new product features and functionality
• Evaluation and inclusion of stakeholder feedback for each sprint
• Detailed descriptions of sprint deliverables and whether these fall into the category of product short-term increments or major longer-term releases
• Which product version will be ready for release and the ideal sequence of product releases to achieve each release goal

Development teams build several product versions. After creating these versions, they prioritize them to release the most important ones to users.

Part of the purpose of release planning is to ensure that all stakeholders are on the same product development page. Another element of these sprint planning meetings is to drive ownership and acceptance of the product vision.

Development of the release plan

There are four steps that software development teams follow to create their product plan.

1. Creating the vision

First, you need to define the vision for the product. Creating a clear vision produces a roadmap for the team to follow in each consecutive sprint. This vision should align with market demand and the product owner’s goals.

It also encourages team members to sift through which features they should prioritize. Similarly, the product roadmap helps teams evaluate the resources they need during the sprint review. Product planning also enables teams to be flexible. Planning reviews ensure direction changes to accommodate ongoing increments to achieve overall release goals.

2. Prioritization of the product backlog

After defining the vision, team members focus on prioritizing features in the product backlog. Here, stakeholder inputs must align with the vision to successfully implement user stories. User stories are vital to the process as they provide the background for detailing product features or functionality.

The product manager provides the team with direction at this stage to outline a viable release plan. This release plan must include the product release goals, release dates, and prioritization of user stories.

3. Set the Scrum planning meeting

The next step in the planning meeting is for the stakeholders to review the plan. Team members now have the chance to adjust deliverables in line with the vision.

Everyone must agree to the release plan at this stage before they can move forward to the next release.

Meeting agenda

Setting up a meeting agenda helps manage the release plan. The essential elements of the agenda for the Scrum framework include:

1. Product plan assessment

The Scrum team reviews the product roadmap to ensure that everyone accepts the product vision and goals.

2. Architecture evaluation

With each release, the Scrum team and product owner evaluate the previous sprint’s architecture. They examine the technical details of the product development and discuss any potential problems that can impact the product release.

Scrum teams go over the scope and estimates of their release plan. Team members determine whether their planning includes the risk of technical debt and if they can complete certain task aspects, such as documenting their work to meet deadlines. Stakeholders also review dependencies that can influence the product versions’ functionality.

3. Velocity and iteration assessment

Scrum teams go over previous iterations to review their velocity estimates. They align their estimates with the suggested iteration schedule to ensure they cover all vital elements.

The product manager controls this assessment to ensure points are assigned to user stories. Assessing user stories and assigning points demonstrate the level of effort the team must invest in each iteration. The total number of story points then represents the estimation of release dates for each sprint release.

An iteration schedule is built by the agile team to determine their velocity for the current and subsequent sprints during this assessment.

The team creates the release scope, which includes all the necessary releases. The Scrum master assigns work to each team member, and all the stakeholders agree to the plan before moving to the next step.

4. Agreement on the definition of done

The team members must now discuss what will qualify as the definition of done for each feature release. Team members must consider whether their evaluation of user stories meets all the product owner's acceptance criteria for release. Once they can prove the acceptance criteria are met in their assessment, they will know that a release completion is valid.

The definition of done must confirm that team members have completed all their assigned tasks for the user story. Team members must also record each task so that the product owner can assess their work.

5. Populate the product release schedule

The project manager can now populate and complete the release plan schedule. All stakeholders should be able to access the calendar to track progress. This release plan schedule helps everyone stay focused on product deliverables and release dates.

Get help with your release planning

Agile release planning is a vital part of the software development team’s success. Create a comprehensive agile release plan for minor or major releases, and you make your life simpler for an upcoming release.

Focus on the release plan calendar helps keep product owners and team members aware of the overall product vision.

Most Scrum teams can use a little help in creating their release plans. At Easy Agile, we offer Jira software that helps Scrum teams execute their release plans to perfection.

Easy Agile TeamRhythm supports collaborative release planning in Jira. The highly-visual story map format transforms the flat Jira backlog into a meaningful picture of work, making it easier to manage your backlog and plan your release.

Let's face it! Project management for agile teams can include a lot of tough calls, from managing product owner expectations or undefined quality standards.

Sure, you have good days and bad days. But why not set your sights higher and aim for the ideal day?

To help you do just that, planning poker, also called Scrum poker, uses playing cards to simplify agile estimating and planning. The result? Your agile estimating and planning process runs more smoothly, and your development team increases its productivity.

In this article, you’ll explore the driving force behind planning poker,  how it helps estimation, planning poker’s history, and how to play this game.

The driving force behind planning poker

The purpose of planning poker is engaging the whole team in collaboration. Scrum poker makes it easier to make valuable time and effort estimates so your team can create satisfying deliverables.

Instead of team members verbally expressing their estimates, they use a deck of playing cards to speak for them. Drawing cards and simultaneously placing these playing cards face down eliminates bias. Everyone follows this route in the estimation process, which supports individual estimates and negates peer influence.

Other project estimation techniques use time to determine how long a task will take. Agile estimation uses story points. These story points refer to the level of effort to undertake a task.

In planning poker, the whole team assigns story points to each task. Each story point is a visual representation of the amount of work to be done and the effort that must go into completing each task. This method wins out over time since it is visual and focuses on effort involved instead of time constraints

Work estimation in agile development

The estimation process is vital to team members because it determines how much work will go into each sprint. Dividing the product backlog into bite-sized tasks helps evaluate the workload.

As a Scrum master, you have a difficult role to play. At the end of the ideal day, you want the product owner's user story to be exemplary. Simultaneously, as the Scrum master, you have a Scrum team to manage.

Agile development is a critical process that you need to control. Get the user story and story points right, and you're halfway there. Master the estimation process and sprint planning, and you control the product backlog and retrospective.

Software development teams can either use physical playing cards or software for planning poker. Using software that includes a Jira plugin is vital when you have distributed teams. When you have a Jira plugin, everyone can participate in and streamline the estimation process.

History of planning poker

Software development teams used to use another team-based estimation technique, Wideband Delphi. Although similar to planning poker, it took too much time to reach consensus with this technique.

James Grenning found that Delphi didn't work as a structured estimating approach and came up with the idea of playing poker in 2002. Grenning found that a physical deck of cards was an engaging approach for agile teams to make work estimates. He also found that Scrum poker worked better than Wideband Delphi.

Planning poker is more inclusive. The deck of cards ensures Scrum team participation in work estimates, and everyone must continue to participate until consensus is reached.

In 2002, Mike Cohn developed mountain goat software and stepped in with a deck of digital cards to use in planning poker. Scrum teams can use these digital playing cards from remote locations to improve agile estimating and planning and have some fun along the way.

Let's explore the ins and outs of the poker session and how to play the game.

What Scrum teams need for a poker session

Agile teams need a few essential items for their planning sessions. These items include:

• A deck of cards
• Estimators (the agile team)
• A moderator
• A features list
• An egg timer

Choose your playing cards

In Scrum poker, team members (estimators) each have a deck of cards. They use these playing cards to indicate their high or low estimate on how long each item on the list of features will take to complete. These list features can be the user story, story points, or ideal days to complete sprint planning.

The playing cards the development team use will follow a Fibonacci sequence. This Fibonacci sequence follows the 0, 1, 2, 3, 5, 8, 13, 21, 34, 55, 89, 144 pattern, where each consecutive number is the sum of the two preceding numbers.

Alternatively, team members can use a different deck of cards where the value of each number has a fixed ratio, such as 1, 2, 4, 8, 10, 12 and so on.

Different card decks provide adapted sequences, such as 0, ½, 1, 2, 3, 5, 8, 13, 20, 40, and 100. Other commercial decks have cards to indicate that the agile team needs a coffee break or an infinity symbol which means that it is impossible to complete a task.

Similarly, team members can adopt a standard deck of cards for Scrum poker. Here, the team members use the Ace, the 2, 3, 5, 8, and the King.

How to play Scrum poker

Every Scrum team will have different goals, but the general sequence for playing planning poker is as follows:

• All team members have their own deck of cards except for the moderator.
• Team members ask the moderator (often the product owner) questions about themes, user stories, story points, product backlogs, agile retrospectives, or whatever else they need for their agile estimating and planning process. Questions typically surround the product owner's acceptance criteria. Questions can include whether the backlog items are complete and what the next best step is to complete the sprint.
• Once the moderator answers the agile team's questions, each team member selects a card estimate. That represents how long they think the work item will take.
• Team members then place their cards, face down, on the table or use a Jira plugin for distributed teams.
• Playing cards are placed face down to prevent anchoring, or influencing each other's evaluations.
• The moderator reveals the Scrum team's cards to view their estimates.
• If team members have a high or low estimate compared to other team members, they need to explain their reasoning. The agile team can ask more questions for clarification. This questioning period is often limited by using an egg timer.
• The process is repeated until the agile team agrees on the estimate of how long it’ll take to complete each user story.
• Agreement is frequently reached on the second or third draw of the playing cards for each work item.

Agile estimation that involves the whole team

Planning poker is an accurate, collaborative, team-building method of estimating the work for each user story.

While you prepare to use planning poker in your next product roadmap planning meeting, consider Easy Agile TeamRhythm. The app helps you group Jira items into themes so stakeholders can easily keep track.

Jira is the #1 software development tool used by agile teams. It’s designed to help development teams plan, track, and release awesome products. With Jira Software, teams can work within multiple different frameworks, including Kanban and Scrum, while gaining access to agile reporting, integrations, and automations.

It’s completely versatile, so teams can work in whatever way best suits them. Plus, Jira Software is designed to help teams continuously improve their performance. This agile project management and agile software development tool is available in three different packages:

• Jira Core: The basic Jira platform
• Jira Software: Jira Core plus additional Agile functions
• Jira Service Desk: Service experience delivery

In this post, we’ll focus on all of the features available for teams using Jira Software. We’ll cover what’s included and how your team can make the most of Jira Software features and add ons.

Jira Software Scrum boards

Jira Software is designed to work within various agile frameworks. The Scrum process helps devops teams bring iterative and incremental value to stakeholders and customers.

One Scrum is usually made up of a two-week sprint that aims to complete a specific set of backlog items from the product backlog. Product owners plan sprints, and a Scrum Master guides the development team through the various stages of the Scrum.

The team works to complete the most important work while meeting for daily standups to review their progress and any potential roadblocks. The daily standup allows teams to learn on the go and use an iterative and customizable approach.

Jira Scrum boards unite teams around a single goal while promoting iterative, incremental delivery. The tool provides data-driven Scrum insights so that product owners and team members can keep track of sprint goals and improve retrospectives. Jira’s customization helps teams deliver consistent value to stakeholders quickly and effectively based on ever-evolving customer feedback.

With Jira Scrum boards, you can:

• Build a single source of truth for all of the work that needs to be completed
• View your progress visually during the development cycle
• Provide all team members with a clear view of what’s on their plate
• Quickly identify any blockers or potential blockers
• Organize work around the sprint time frame
• Avoid over-committing on work at any given time
• Don’t lose track of key dates or milestones.
• Utilize key metrics, including burndown charts and velocity reports

Jira Software Kanban boards

Image credit: Atlassian

Kanbans provide workflow transparency for development teams by establishing a visual representation of what needs to be done, what’s in progress, and what’s been completed. They also help teams understand their capacity so they can focus on one key task at a time. Work to be completed moves from one column to the next — from To Do to In Progress to Done.

Jira Kanban boards provide a framework for teams to continuously and efficiently deliver work. They are simple to use, visually engaging, and completely customizable to the specific needs of the team. Jira Kanban board columns can be customized based on other requirements, such as In Review or Waiting for Client Feedback.

With Jira Kanban boards, you can:

• Clearly visualize workflows
• Depict work at distinct stages
• Build a single source of truth for all of the work that needs to be completed
• View an at-a-glance summary of where work stands
• Capture relevant information for Jira issues, tasks, stories, or bug tracking
• Limit the amount of work-in-progress
• Prevent bottlenecks and spot them before they delay work
• Configure workflows to be as simple or as complex as needed
• Customize boards based on the needs of the team
• Utilize real-time visual metrics

Jira Software roadmaps

Roadmaps help agile teams see the big picture surrounding the development of a product. They establish a flexible plan for what the team hopes to accomplish and provide a visual of how all of the pieces connect.

Even though the roadmap lays out a clear view of the road ahead, it’s not a set-in-stone plan of what’s to come. The agile methodology and nature of roadmaps mean they are constantly updated and fine-tuned based on new information that continually flows in from team members, stakeholders, and customers.

Jira roadmaps are available to teams and organizations through Jira Software Premium. They help teams track progress based on the big picture to predict capacity and avoid bottlenecks.

With Jira roadmaps, you can:

• Sketch the big picture
• Map and account for dependencies
• Track your progress
• Account for team bandwidth
• View capacity on a sprint-by-sprint basis
• Iterate and update as you learn more about a project, product, or customer needs
• Sync in real-time so that everyone is on the same page
• Create multiple roadmap versions to account for different scenarios
• Share your roadmaps with stakeholders

We designed the simplest roadmapping tool for Jira. Our Easy Agile Roadmaps For Jira help development teams create product roadmaps that are simple to use, flexible, and collaborative. It offers an intuitive one-click drag-and-drop functionality and a super-clean user experience. Watch a demo of our roadmaps in action to learn more.

Jira Software reporting

Image credit: Atlassian

No matter how you choose to use Jira, you’ll gain access to a range of critical insights. Clear metrics will help your team make data-driven decisions. Utilize agile reports and dashboards to better understand what you’re doing well and where you can improve your process.

Use Jira reporting to analyze sprint reports, burndown charts, release burndowns, velocity charts, cumulative flow diagrams, and more. Real-time data helps teams track progress in a meaningful way, including managing sprint progress and accounting for scope creep. Take clear data into your retrospectives and provide customizable dashboards to stakeholders and leadership.

With Jira reporting, you can:

• Make data-driven decisions
• Track your progress against both product and sprint goals
• Monitor progress so you can take action if work falls behind
• Use past data to create realistic estimates
• Spot overcommitment and excessive scope creep
• Catch bottlenecks
• Predict future performance
• Take clear metrics intro retrospectives
• Provide stakeholders with visual data using customizable dashboards

Jira Software integrations

Image credit: Atlassian

Jira offers integrations with the tools and apps your team is already using. You can seamlessly connect Jira Software to plugins like Bitbucket, Trello, Confluence, GitHub, Slack, and many more. There are thousands of integrations available.

You can also extend Jira Software with over 3000 apps available in the Atlassian Marketplace. The marketplace contains apps for dozens of categories, including code review, design tools, reports, time tracking, and workflows.

That’s where you’ll find the Easy Agile products we designed to offer teams a customer-centric approach to product development.

Easy Agile TeamRhythm is trusted by companies of all sizes, including Amazon, Twitter, Adobe, AT&T, Cisco, JP Morgan, and Rolex. Our team agility app helps you and your team deliver for your customers by prioritizing the work that will deliver the most value to your users. It helps you work better together with smooth sprint and version planning, simple story mapping, easy backlog refinement, and team retrospectives for continuous improvement.

Access a free trial for 30 days. If you have questions, contact our team to learn more about our suite of Jira products.

For more content written for Jira users just like you, follow the Easy Agile Blog and tune into the Easy Agile Podcast for an inside look at the most interesting and successful business, tech, and agile leaders.

Raise your hand if you've ever had an argument, oops 😳 — I mean a heated discussion — on how to set up and organize Jira. Yeah, us too.

Some hotly contested topics include:

• Project: Is it best to organize by team, by function, by feature, or by product?
• Agile epics, features, stories, tasks, sub-tasks, bugs — what should you use and when?
• Sprint board column headings and swimlanes — we're not even going there.

Unfortunately, there isn't one best workflow in Jira or any tool your agile team uses. More important than your workflow is setting up your team members to consistently deliver business value to your end-users. The goal of your agile project management is to enable and support your Scrum team in this endeavor.

We're going to take a look at one aspect of your process — through the epics agile teams use. Stick with us, and we'll explain what an epic is, why agile epics are important, and how to avoid some epic mistakes.

What is an epic?

Simply put, an epic is a bucket that holds smaller work items that must be completed to satisfy the task. Some people think of epics as a big user story. That's fine if it helps you visualize it, but epics are quite different from stories.

• Agile teams use epics differently for planning or not at all.
  While your team might be able to give it a t-shirt size, the amount of work in an epic is usually too large to be estimated in story points. Some epics are so large that they need to be broken down into smaller epics before you even ask for team estimates.
• An epic isn't written like a user story.
  You know the template — “As a user, I want to X so that I can Y.” That’s perfect for a user story, but not so much for an epic. An epic example might be "Add cross-sells" with a description that lists places where the Product Owner would like to present the end-user with opportunities to purchase related products. That’s not a story, but a request for functionality.
• The epic might be acting as a placeholder for work that is yet to be defined.
  Your Product Owner may use epics as placeholders on a product roadmap for long-term planning. They'll wait to define the work until the implementation time frame is closer.
• An epic is rarely completed in a single sprint.
  Because of their size, epics typically don't fit within one iteration. Your software development team slices functionality so they can deliver working software each sprint. This may mean they complete a story or two from an epic for two sprints, skip a sprint, and then go back to stories in that epic the next sprint.
• Epics may or may not have acceptance criteria.
  Some Scrum teams don't require epics to have acceptance criteria because it's included in the stories. If all the child stories meet what the Scrum defines as the Definition of Done, the epic is also Done.

Epics are parents and grandparents to stories and tasks. Development teams don't work on epics but rather code to the smaller user stories under the epic.

The importance of epics in your agile practice

Don't underestimate the organizational value epics bring to your product backlog. Corralling 10 or 20 related backlog items can be disruptive in sprint planning. Epics present a more cohesive look at the work and allow your Scrum team to see the big picture.

Epics offer executives and product managers a high-level overview of work in progress and what’s coming in the future.

Product Owners use epics to create a product plan from a business perspective. Current business goals may dictate that development work is focused on a particular feature represented by epics. By contrast, epics also help Product Owners plan sprints with an appropriate work ratio from multiple epics. Product Owners can take a step back from the detailed user stories and make sure each iteration contains stories from several epics to satisfy multiple stakeholders.

The way epics are visually represented in product backlogs and roadmaps is critical for long-term planning. Can you imagine planning a six-month roadmap at the user story level? It would be chaos!

Agile frameworks encourage — no — demand the ability to adjust course as needed to meet changing stakeholder needs, market demands, and business goals. Epics allow you to easily and quickly adapt your roadmaps in response to change.

How epics add value to agile development

Discovery is a big aspect of agile methodologies and product management. At the beginning of this process, your teams will be event storming, creating personas, and building journey maps. The actionable output of those activities is easily logged and organized in Jira with epics.

As those epics are further refined, they're added to a roadmap and then put on a Refinement ceremony agenda. During Refinement, the Scrum team members engage in user story mapping exercises and begin to build the detail needed for the development team to execute.

While epics provide a less detailed view of features and requests from your Product Owner, they are critical to the creation of user stories. Without the cohesive view of your sprint backlog presented through epics, agile sprints are at risk of delivering a lot of unrelated work that delivers little value.

When not to use an epic

So, while we love the agile epic, it's not perfect for everything. Here are some things to avoid when using epics.

The evergreen epic

You know the one. The epic was created when people stopped using wired telephone lines and has been lingering in your backlog in a semi-complete state ever since. Deep within, you'll find user stories and tasks, maybe with little or no relation to each other. This poor epic has become the dumping ground for orphaned stories that didn't find a home anywhere else.

Evergreen epics can be the result of a change in either business goals or product features. That’s great — you've adapted! Now you need to update your epic to reflect that. Stories can be removed, code can be deployed or shelved, and incomplete stories can be deleted or removed from the epic and reprioritized.

Brainstorming is also a cause for evergreen epics. Above, we mentioned that output from UX activities is a great way to manage actionable items. We did not say to use epics as a home for every idea that came up during brainstorming that may or may not ever make it to your roadmap.

Epics are not intended to live forever. They represent a body of work that will deliver value to your end-users and need to be completed so you can measure the results of your efforts. Evergreen epics clutter your roadmap, blurring your focus, and limiting its planning value.

The theme epic

It's easy to assign stories to epics because they're related to a specific area in the product, touch a certain code base, or satisfy an individual or group of stakeholders. That's not the purpose of an epic. Themes are a better choice for grouping work by attributes other than a specific feature implementation.

You can accomplish your organizational goals by using themes to link these stories while maintaining the integrity of scope within your epic.

Use epics to focus on specific deliverables or features. Related or not, if a story within an epic doesn't contribute to the primary focus of the epic, remove it. That doesn't mean it's not important or the right work to do during the iteration. It just means it's not part of that epic.

Being diligent about epic scope keeps your estimates cleaner and more useful for future planning. Unnecessary stories in epics inflate their estimates and actual efforts. If you ever need to look back at older work items, you probably won't remember that adding two unrelated stories was what bumped an epic from a medium to a large. If you’re using that old work item as a guide for future planning, you’ve just overestimated the effort because you didn’t limit the scope to the objective of the epic.

Keep in mind — not every story needs an epic parent. Some stories stand well on their own and might be better visualized and planned through themes.

The release epic

A release is not an epic. A release is a specific set of code and files that are bundled together and delivered to production at the same time. A release may include an epic or many epics, or it may not. But in itself, a release is not an epic.

There are excellent tools on the market developed specifically to help you with release management. By all means, assign your epics to a release, but use release tools to organize your releases and use epics to organize your features.

Epics are more than a large user story

Your agile coach or Scrum Master has probably drilled you on the Principles of Agile Software, so you know the following quote from the 12 Principles of Agile Software:

"Simplicity — the art of maximizing the amount
of work not done — is essential."

But what does it have to do with epics?

Epics simplify your backlog. They allow you to focus on the right things at the right time and keep out the noise. They keep your eye on the ball when it comes to prioritizing value and ignoring the ankle-biter work in your backlog.

We believe using epics makes for better organization in your backlog and better planning for your agile teams. Epics help you deliver value sooner by keeping you focused on the big picture and out of the weeds.

If you want a more contextual view of your epics and user stories in Jira, try Easy Agile TeamRhythm. The highly-visual story map format transforms the flat Jira backlog into a meaningful picture of work, making it easier to manage your backlog and plan sprints or versions.

A user story map is a collaborative practice that guides an agile team in the creation of their product backlog.

The story map captures the journey a customer takes with the product including activities and tasks they undertake.

Creating the story map as a team ensures team members are on the same page from the start of development through to ongoing delivery of new releases.

In this post we’ll explore the aspects of a successful story map.

Backbone

A backbone provides structure. The backbone of the user story map captures the high level activities a user will accomplish while using the product.

If we take a simple example, buying and watching a movie on an Apple TV, we may have the following activities:

• select movie
• purchase movie
• watch movie
• review / recommend movie

For a user to watch a movie on the Apple TV they would have to complete three of these activities. And there may be other follow up activities such as writing a review or recommending the movie to a friend which we want to encourage.

Chronological Order

Once we’ve got the activities of the backbone identified we will order them in the chronological order of how a user will interact with the product. Following on with the Apple TV example we will make sure the order is correct:

It is common to rearrange existing activities or add new activities as the discussion unfolds. This is a key benefit of the collaborative approach to building the product backlog as we have the shared wisdom of an entire team involved in the discussion.

Stories

Below each activity on the backbone we create user stories which flesh out the customer journey. For example, below the ‘select movie’ activity we may see stories for:

• free text search
• browse by genre
• browse by recent addition
• browse by most popular
• browse by most popular by genre
• browse by recent addition by genre

These stories are ordered by value to the user. Value may be identified through conversations with users, analytics on usage patterns, or another form of insight appropriate for your product.

Sequence

Once the team has the backbone and stories ordered it is time to sequence the work. What do we want to deliver in our MVP, our 1.0, 2.0, etc.

We split the story map horizontally to show what is in and out of each release.

We can then begin delivery, and as we deliver releases we can track our progress against the story map. Product Managers will often start a sprint planning session by reviewing the story map to ensure that all team members are still on the same page.

User story maps turn a flat backlog into a vivid representation of the customers journey.

A few final tips:

Keep the story map up to date as work progresses so stakeholders can visualise progress in real time;

Use the story map to communicate the roadmap with customers and share the product vision.

User story mapping is an essential practice for every agile team. They are an excellent technique for ensuring the team understands their customers, can clearly articulate the solution and stays focused on delivery.

At Easy Agile we’re converts to the practice of story mapping. In fact we’re so passionate about user story mapping that we created a JIRA add-on that assists teams with conducting sessions. Try Easy Agile TeamRhythm today.

Product development without an agile workflow would be like building a house without a blueprint or defined roles on the construction team. No one knows what to do or who does what. 🤔

The result: time and energy wasted building a single house that would most likely reveal its darkest flaws over the years.

So, here’s what you need to know: Process increases efficiency. It also increases efficacy, customer satisfaction, and a better experience for the team members who take a part in the process.

Follow this how-to guide to building and implementing an agile workflow in Jira. In this article, we’ll cover what an agile workflow is and define the steps for its creation and its principles in depth.

The notion of workflow

The execution of a team's work is dictated by one or more processes. In other words, a process is a way the team gets to the finish line with deliverables. And if you're developing products with an agile framework, an agile workflow is a way to structure that process.

Generally, a workflow is made out of:

• Activities, tasks, and steps
• Roles
• Work products
• A few other things to help improve team collaboration and work execution

With such a structure, it gets easier:

• To repeat the process
• For team members to work with each other
• To scale the process and the work itself

It seems like a workflow is so well-organized that teamwork would flow smoothly just because it exists. Well, that's not the case. In the next section, you'll learn that there's not a workflow for any team or project. Instead, there are one or more workflows that work for your team or your project.

Why there's no one-size-fits-all workflow

The size and maturity of teams have an impact on their workflows. Also, the type of project and both company culture and team culture influence the configuration of workflows. Bottom line: Your agile workflow will depend on many factors, and it’ll likely be unique.

You might, however, find online suggestions of workflows that prove to work with other companies. So, if you prefer, you might use those as a starting point for the definition of your own workflow. It might be the case that excluding some steps does the trick for you. On the other hand, you might define your own workflow from scratch.

Jira is a very versatile solution for workflow management that supports many different agile workflows.

With Jira, you may customize workflows to different company cultures or team cultures. In this context, culture means the way team members work with each other. In the same vein, a workflow expresses the dynamics of a team in one or more projects.

Now, if we're talking about Jira workflows, you should know what one of those contains.

What's a Jira workflow exactly?

A Jira workflow is an agile workflow built on top of and implemented with the help of Jira. It's a digital board that allows checking the statuses of work items. It may also send notifications when those items change status. You can also use your Jira board for Scrum meetings such as daily standups and sprint retrospectives.

You absolutely need to keep the statuses of ALL work items accurate. That means updating the status of each work item whenever and as soon as it changes.

Only an up-to-date agile workflow — and Jira board — fulfills its purpose and delivers benefit. It's an awesome tool for team members, Product Owners, and Scrum Masters to track work progress at all times.

Let's move on to our guide now. You'll find out, one tip at a time, how to become an agile workflow rockstar with the help of Jira.

Your guide for agile workflow in Jira

Start your engines! You're heading on a fabulous learning journey about the creation and management of agile workflows in Jira. Here are our best tips to make this process happen:

1. Start now

Don't postpone getting your hands dirty with workflow definition.

Even if you start simple, just get started. Don't delude yourself into thinking that you'll succeed at agile if you start big. In fact, that could work against you and your project.

2. Don't overwork

Don't spend weeks structuring, restructuring, and then restructuring your workflow some more.

Overworked workflows are hard to understand and much harder to implement and comply with. That would harm the basic principles of agile methodology.

With an overloaded workflow, you'd end with team members not knowing what to do and when to do it. Consequently, at the end of the sprint — or iteration — and project, no deliverables would be ready to roll out.

3. Don't forget about workflow stakeholders

You should account for roles that will somehow use the workflow you're defining. Whereas some will use it daily to get work done, others will use it only for some kind of management analysis.

You should understand with them what their workflow needs are. It'll take time, so you must be patient.

4. Understand the concept of ‘issue’ in Jira

In project management, an issue describes a problem for which there's no solution yet. Those issues come from risks to the project's development process and ultimate success. For instance, adding a functionality to the project scope — the issue — could come from the possibility of requirement changes — the risk.

However, in Jira, an issue doesn't necessarily represent a problem. Rather, it represents a piece of work that teams must complete. For instance, a Jira issue can be a task or a helpdesk ticket.

With software development, a Jira issue may symbolize more specific concepts such as:

• Product features and functionality that the development team must implement
• Bugs that must be solved

5. Know the pieces of the puzzle

In Jira, a workflow has four types of components:

1. Status. This indicates the position of an issue in the workflow. It can be an open — or unresolved — status or a closed — or resolved — status.
2. Transition. This defines how an issue changes status, and it can be either uni or bidirectional. You can create more or fewer constraints depending on how statuses change. You can even define that only certain people or certain roles can change an issue from one specific status to another.
3. Assignee. This is the person responsible for an issue.
4. Resolution. This describes why an issue went from open to closed statuses. Additionally, it should only stick to an issue while it’s resolved.

In software teams or projects, it's common to find statuses such as:

• "To Do" for issues yet to start
• "In Progress" for issues that the team already started to tackle
• "Code Review" for completed coding tasks that need a review
• "Quality Assurance" for completed issues that require testing by a team of testers
• "Done" for completed, reviewed, and tested work

When a code review is successful, the work is done. In this example, the code review's success is a transition from the status "Code Review" to the status "Done." And the resolution would be the reason why the code review failed.

Finally, you can set up transitions with:

• Conditions. They prevent an inadequate role from changing the status of an issue.
• Validators. These ensure a transition only occurs under certain circumstances. If not, the transition doesn't happen.
• Post functions. They describe actions on issues besides changing their status, and you can automate them. For instance, remove the resolution from a resolved issue before changing its status back to unresolved. Another example would be to remove the assignee from that issue.
• Properties. These are characteristics of transitions. For example, one characteristic could be to only show resolutions relevant to the type of issue.

6. Define ‘done’

Every team is unique. It’s made up of different people, different habits, and different experiences with technology and methods. Different ways of getting work done. This means you need to define what “work done” means to your team or your project.

For instance, you need to answer the following questions for your team or project:

• What status should a product or a feature have when it’s approved to launch or release?
• What should your team members do to get each work product to that status?
• Who should make decisions — such as approvals — along the way, which decisions, and at which points?
• Who declares work as done?

7. Customize Jira default workflow

Remember that you could use Jira to customize workflows to different ways of working as a team? Here’s how to do it:

Step #1: Define your workflow's statuses and transitions in Jira workflow designer.

You may go with Jira default Scrum or Kanban workflow — Jira classic templates — or make some changes to it. Alternatively, you may choose the Jira simplified Scrum workflow, which is adequate for reasonably basic requirements.

The simplified version of the Scrum workflow contains:

• Three statuses: "To Do", "In Progress", and "Done"
• Two transitions: from "To Do" to "In Progress" and from "In Progress" to "Done"
• Four columns to organize issues distributed across boards: "Backlog," "Selected for Development," "In Progress," and "Done"

Step #2: Build your workflow by adding components to the simplified Scrum workflow.

To track issue progress in agile development, you might add statuses such as "Code Review" and "Quality Assurance." And, you might add a validator to the transition from "Code Review" to "Done" to force that you need a successful code review to mark “Done.”

In addition, you might include approval stages in the workflow such as "Awaiting QA." These stages are prior to those in which an issue is closed or changes to a closed status.

Step #3: Nail the visual presentation of the diagram.

Once you finish tailoring the workflow to your team or project, make sure that the diagram is visually readable. That's essential when sharing the diagram with stakeholders for feedback. You should collect feedback from at least one representative of each kind of stakeholder.

An interesting feature of Jira is the workflow lets you give visual highlight of issues. This lets you see where the issue is in the workflow according to its status. Just open the issue and click on the "View Workflow" button next to the issue's status.

8. Rely on Jira reports for progress tracking

Jira provides two useful reports for tracking the team's work progress on a sprint:

• The Burndown Chart, which shows:
• The amount of work left to do in a sprint
• The work that team members are executing at the moment
• The distribution of work throughout the sprint
• Whether issues fit into the sprint and the effort estimation was adequate
  
• The Sprint Report, which includes:
• The Burndown Chart
• A list of open and closed issues for that sprint
• Extra work added to the sprint

As with any other report, Jira reports allow you to reason about success and failure. In this case, it's the success and failure of each sprint in terms of:

• Effort estimation
• Team performance
• Process irregularities
• Sprint planning

Most importantly, you can use Jira reports for the continuous improvement of those aspects and preventing problems such as:

• Too much work for a sprint
• Rushing work
• Sudden changes in priorities

A Jira workflow comes in handy when detecting outliers in the development process such as:

• A large number of open issues
• Frequent issue reopening
• A high number of unplanned issues added to the sprint

Being able to detect these problems is extremely valuable in that it helps avoid a massive sprint failure.

9. Share information

People at your company who aren't members of your team might need information from your workflow. So, take that into consideration when defining your team or project's workflow.

Those people might need to know about:

• The amount of completed work
• The product backlog dimension when compared to team performance
• The number of open and closed issues or the number of issues in a specific status
• The average issue completion time
• The average number of issues that take too long or experience bottlenecks, which means not moving forward at specific statuses such as "Quality Assurance"

10. Keep it simple

⚠️It can be tempting to create issue statuses while moving issues through the workflow, but don't do it! Each additional status adds more transitions and all their customized characteristics.

❌If your workflow already allows you to assess the sprint and feed your stakeholders with valuable information, that's just perfect. You don't need to add more issue statuses to it.

✔️Add extra issue statuses only when you have no other option. For instance, when different teams need to track work in different stages of development, you might need different statuses.

11. Limit work in progress

You may determine a specific limit to the number of issues in a specific status. When doing so, you should make sure all the team has enough work at each workflow status.

Plus, you should ensure that the limits you introduce into the workflow don't exceed the team's capacity. If you don't, the team will need to prioritize and you may not want that to happen.

Team performance should increase if you set the right work-in-progress limits. 🤗

12. Prepare to scale up

Agile teams should be small. Nevertheless, an agile workflow should cope with an increase in the number of people working with it. This means no one should notice if an increase takes place.

Here are some golden rules for scaling agile workflows:

• Agree on agile practices for workflow definition and minimize customization when multiple teams working on their own projects must collaborate.
• Different teams working on the same project should use the same workflow, or things could get messy.
• Teams should compromise when defining a common workflow. However, that's when teams build workflows based on multiple past successful experiences.

What else can you do?

Whenever you hear about workflows, it’s a sign that the work’s execution is being structured. It's also a sign of a long way ahead, but the outcome will be awesome if you:

• Follow the 12 rules above
• Choose a flexible issue tracker in terms of workflow customization, such as Jira
• Complement the issue tracker with the right apps

Don't force your team or project to comply with a tool. 😨 Rather, do the exact opposite! Choose the tool that allows you to build and implement the right workflow for your context.

That will increase throughput and workflow compliance levels, which is exactly what you want when creating a workflow.

Keep your agile approach strong — streamline, discuss, and iterate. These are the keywords for building and implementing an agile workflow, so don't forget them for a single second! As a result, you'll avoid:

• Complicating the workflow when it's not absolutely necessary
• Disregarding the pains of stakeholders and team members have when using or viewing the workflow
• Having an outdated workflow that's no longer adequate for both the company culture and the team culture

Kick your agile workflow up a notch

Easy Agile TeamRhythm helps you build and implement a Scrum workflow in Jira. Optimize your agile workflow by:

• Visualizing what the team will deliver and when by arranging user stories into sprint swimlanes
• Prioritizing user stories in each sprint by ordering them inside the respective sprint swimlane
• Reviewing sprint statistics at a glance to ensure that the team's capacity isn't exceeded
• Registering effort estimation in user stories.

Let's talk about the backlog refinement process, once known as backlog grooming. You might know the Pareto principle and the philosophy of doing 80% of the work with 20% effort. It sounds wonderful, right?

On the other hand, refining a product backlog, updating backlog items and estimates might seem like a luxurious activity one postpones until they’re free from other activities in the agile process.

However, that’s not the case. Refining the backlog is indispensable. Sometimes, the power lies in the details, and with backlog management, that couldn't be truer.

Backlog refinement resembles great chefs developing their new recipes. 🍳 That's because besides details, refining a backlog demands a great deal of filling in the gaps and adjusting.

Join us as we discuss what refining a backlog entails. We'll look at what it is, its importance, the details of how to do it, and some key tips.

First things first, let’s look at what backlog refinement is.

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About backlog refinement

Backlog refinement is like pruning a plant: You discard the branches that are no longer necessary so you can help the plant grow the right way.

That means that you already have items in your backlog, but they might need some information or an update before they’re implemented. Also, some items might even need to be cut off from the backlog.

Refining the backlog saves time and money by ensuring that its items are ready for development at the right time. It also ensures that no customer-valuable item is forgotten. On the other hand, it guarantees that only customer-valuable items are implemented. All of this helps you retain customer focus.

Pick up your pruning shears, because we’re about to help you trim your backlog. ✂️

The Product Owner most likely schedules work sessions to refine the backlog.

These backlog refinement sessions should be regular, though you can refine the backlog more informally as long as it's an ongoing process. Besides the Product Owner, some of the Scrum team members can participate. Remember that the Development Team, the Scrum Master, and Product Owner are the Scrum Team. Although the Product Owner can update the backlog themselves, it's a great practice to involve the team.

Besides keeping the backlog up-to-date and complete, backlog refinement involves:

• Splitting broad user stories or other types of backlog items such as tasks or bugs, plus adding detail to them to improve comprehension
• Adding or reviewing estimates to issues, as estimation is crucial to sprint planning
• Ordering backlog issues to deliver high-priority ones in the next Scrum iteration

Important: Keep in mind that the customer ultimately determines the priorities. That’s one of the reasons why backlog refinement should be customer-centric.

Tools that help you keep your backlog customer-centric will also help you deliver better for your customers. Easy Agile TeamRhythm lets you view your backlog and sprints in the context of the user story map, so you the whole team can see at a glance the work that is most important to your users.

Now that you know what refining a backlog is and who’s involved, let’s cover how to do it.

How to refine a backlog

There are so many ways of refining a backlog that it would be impossible to give you the best one.

• You could refine — split and detail — first and estimate second, starting with the least understood items first.
• You could estimate first to conclude on items that demand refinement before estimation and only then refine high-effort items if necessary.
• You could use a dedicated tool to help you refine or estimate, such as Easy Agile TeamRhythm, or you could just rely on a spreadsheet or a whiteboard and pen.

When refining the backlog, the Product Owner and the involved team members pursue the following goals:

• Make sure the backlog is accurate, which means that it contains all the necessary items.
• Maintain the prioritization of those items.

Ensure the delivery of the most important items, which should be on top of the backlog.

In the course of refinement, those involved might need to revive the product vision and the product roadmap. It might also be helpful to create user personas and define acceptance criteria, especially for item detailing.

Do you know what a backlog item ready for a sprint looks like? If not, develop a definition of done as well as a definition of ready. Then, to achieve item readiness, work out items such as:

• Sharing an understanding of the acceptance criteria
• Agreeing on a structure for the full description of different kinds of item
• Defining a clear view of dependencies between items
• Identifying the subject matter expert for each item

Finally, you should refine high-priority items first. Those are the ones developers will implement first in the next sprint.

Remember that backlog refinement is the set of all activities that have to do with managing backlog items. But there’s a thing: Backlog refinement doesn't have a time-box. According to the Scrum framework, it's not one of the Scrum events. Instead, it's a continuous crusade, and it's not necessarily a meeting (although it can be).

As you get used to backlog refinement, you can use the following questions to evaluate your progress.

Backlog refinement checklist

While goals are nice to have, you need to carry out specific actions to achieve them. So, here's a checklist that you must regularly go through. You can use it to either evaluate if the backlog needs refinement or confirm that refinement is done for the moment.

• Does the backlog contain user stories or other kinds of items that no longer make sense?
• Did you elicit any user need that's not yet in an appropriate form of backlog item?
• Does your customer expect you to implement any urgent item that's at the bottom of the backlog?
• Did the importance of delivering any item change since the last time you looked at the backlog?
• Does the backlog have any item for which no agile estimate exists?
• Is any estimate outdated?
• Is any backlog item too broad to understand what developers should implement in the next sprint?

You can only claim to have a refined backlog when you answer "No" to all the above questions. Until then, keep working on it, and avoid the below traps.

WATCH ON DEMAND: Eliminate your flat backlog

What to avoid with backlog refinement

1. Ask more experienced team members to detail backlog items or provide estimates. For instance, junior developers aren't well-equipped to do this — talk with more senior team members about these topics.

2. Involve select team members. Talking with the entire team tends to just add noise. And, as we mentioned above, you should try to involve more experienced team members rather than more junior people.

3. Document your decisions.  This is terribly important. Human memory is unreliable. So, to repeat good decisions and avoid bad ones, document both over time.

4. Do not excessively detail backlog items. Or you risk developers not knowing what to do with them. A great way to avoid this is involving some members of the Development Team in backlog refinement.

5. You shouldn't refine backlog items currently under development. You should refine the backlog for the next sprint or subsequent sprints.

6. Don't refine the backlog of the current sprint until it ends. You might feel tempted to only refine backlog items until the very last minute. That isn't good. Unexpected things happen, such as busy agendas, and discussions that take longer than anticipated...as a result, you might not deliver what's expected.

7. Avoid disagreements on estimates.  That's usually a sign that refinement is lacking for that item. Listen to those people who suggest the highest or the lowest estimates. They're usually the ones who didn't understand the items because of either missing or too much information.

8. Get multiple people to weigh in on estimates.  Although only asking one person may speed up the estimation, that doesn’t demonstrate a shared understanding. And that's something you should be keen about in backlog refinement.

If you’re unsure whether you need to do this process, take a look at the below benefits.

The value of refining your backlog

Backlog refinement can save you time and money. Back in the old days, someone would basically engrave a requirement specification document in stone before development. With the rise of agile, that's ancient history.

A backlog contributes massively to the success of an agile project. It’s a living document, which means it changes over time. But while it changes, it must remain accurate. And there are no strict rules when it comes to refining a backlog. That means, for instance, that not every item requires detail.

However, the Product Owner should guarantee that the backlog items are ready for scheduling. 📅 And without backlog refinement, that would be a Herculean task.

Imagine meeting a sprint goal without:

• Enough information about backlog items or items with heavy, complex descriptions
• Outdated estimates or no estimates at all
• High-priority items forgotten at the tail of the backlog
• Items that reside only in people's heads or no longer represent value to the customer

Here’s what you would face:

• Crazy development calendars
• Undelivered items
• Items delivered late
• Insane budgets

That wouldn't definitely be a good prognostic for customer retention.

Backlog refinement is an essential process

If you think of space missions and compare them to backlog refinement, the backlog is your mission guide. 🚀 And unless you have a refined backlog, your mission guide will get you no farther than your backyard. 😨

Backlog refinement should help you in your quest to have a permanently relevant set of items in your backlog. And by relevant, we mean complete, valuable, detailed yet straightforward, recently estimated, and correctly ordered.

While it’s VERY easy to forget about the importance of backlog refinement, don't. Focusing on the current sprint is essential, but delivering a satisfactory product is the most important thing. And an appropriately refined backlog helps team spirits.

Additionally, you don't want to be that Product Owner who gets a bucket full of questions during a sprint planning meeting. That's a strong indication that backlog refinement failed epically.

Easy Agile TeamRhythm can help you refine user stories by enabling you to:

• Register estimation in user stories
• Drag and drop user stories to prioritize by customer value and business value

Try out these tips during backlog refinement. We’re sure you’ll love it, and if you need a hand, we’re here and happy to help.

How do you feel when someone mentions “planning”? Do you look forward to the opportunity or does the thought of making a plan send you running for the hills?

Sprint planning is a crucial part of the agile sprint cycle. It helps you and your team align around common goals, and sets you up for a successful sprint. Even if planning isn’t one of your strengths, the good news is that you can practice and get better over time with the help of some good advice.

We’ve combined our best sprint planning tips into an ultimate guide to agile sprint planning, with everything you need to run efficient and effective planning meetings.

What is agile sprint planning?

Agile sprint planning is a key ceremony in the agile sprint cycle. It signifies and prepares the team for the start of the sprint. Without this planning, there is a very real risk that the team would lack focus and fail to align on what is most important.

Effective agile sprint planning has three key parts; a sprint goal, an understanding of team capacity, and a prioritized set of backlog items. Each element depends on the other for success.

The idea is to align your team around a goal for the next sprint by agreeing on a set of backlog items that are achievable within the sprint and contribute to reaching the sprint goal. Gaining focus and clarity on what you plan to achieve will help your team to work better together and to deliver on objectives.

It is best to start with an agreed sprint goal. You can then prioritize work on the specific set of backlog items that your team has the capacity to complete, and that will contribute to making your sprint goal a reality.

How sprint planning fits within the Scrum process

We’re big fans of the Scrum process, and it’s hugely popular with many software development teams. While agile sprint planning can take many forms within the different agile methodologies, for the purposes of this guide, we’ll focus on agile sprint planning within the Scrum framework.

If your team doesn’t follow Scrum don’t worry — you’ll still find value in our preparation tips, meeting guide, mistakes to avoid, and sprint planning resources.

💡 Learn more: What's the Difference Between Kanban vs. Scrum?

Scrum roles: The people

There are three main roles within a Scrum team.

1. Product Owner
2. Scrum Master
3. Development team

The Product Owner puts in the work upfront. They help prioritize the product backlog items and decide which should move to the sprint backlog. These important decisions guide the goals of the sprint and determine the tasks the team will tackle over the next sprint.

The Scrum Master acts as a guide, they lead meetings that help ensure that the Scrum framework is followed throughout the sprint to keep the team on track. The Scrum Master helps the team get the most out of the entire Scrum process and each individual Scrum ceremony.

The development team is made up of the various people who will complete the work agreed upon during sprint planning.

There are others that you might refer to during sprint planning, such as stakeholders, users, and customers. While these aren’t technically Scrum roles, they play a critical role in product development. Stakeholders should be brought into the process early and often, and customers should always be top-of-mind when making any development decisions. Some teams find User Personas to be a valuable way of keeping user value in focus.

Artifacts: What gets done

Artifacts are the things to get done — different breakdowns of what the team hopes to accomplish:

1. Product backlog
2. Sprint backlog
3. Increments

Product backlog items are the tasks the team believes they need to accomplish in order to complete a product or specific improvement of a product. It is the big master list of everything that the team thinks they need to accomplish. The product backlog is flexible and iterative, and it will evolve as the team learns more about the product, stakeholder feedback, and customer needs.

The sprint backlog is more focused than the product backlog. The product owner moves the most important backlog items from the product backlog to the sprint backlog at the beginning of each sprint based on current issues, priorities, and customer needs. The team aims to complete all of the sprint backlog items over the course of the sprint.

An increment is a concrete stepping stone toward reaching the Product Goal. An increment must be verified as usable in order to provide value, which means that any work completed cannot be considered part of an increment unless it meets the Definition of Done (an agreement among the team of what “done” means). This is a formal description of the state of the increment when it meets the quality standards required of a product. Once the work completed satisfies the agreed Definition of Done, you gain an increment.

Scrum ceremonies: Where Sprint Planning fits

There are a number of ceremonies in Scrum that occur each sprint. This is where sprint planning fits within the Scrum process.

1. Sprint planning
2. Daily scrum (or standup)
3. Sprint review
4. Sprint retrospective

💡 Learn more: Agile Ceremonies: Your Guide to the Four Stages

Sprint planning is the first Scrum ceremony — it prepares the team for the sprint. The planning session sets everything into motion, aligning the team on what’s most important for this sprint. This is when decisions are made and key backlog items are moved from the product backlog to the sprint backlog.

The second ceremony repeats every day of the sprint. Daily standups bring the team together to discuss progress and blockers that might be getting in the way. By getting the concerns out in the open early, the team can avoid the frustration of delays and ensure work continues to flow.

The final two ceremonies happen at the end of the sprint. For the sprint review, the team comes together to determine the success of the sprint based on the “Done” work completed. It’s also a chance to bring in stakeholders to gather feedback on what's been accomplished so far. The sprint review ensures customer insights are always top-of-mind, stakeholders continually see progress, and guarantees the product never strays too far from what the stakeholders are looking for.

The sprint retrospective gathers critical insights from team members about how the sprint went. What went well, what didn’t go so well, and what could be improved upon for next time? These valuable insights are what makes Scrum agile — the team is always thinking critically about the process and looking for ways to improve the work and how they work together.

We’ll talk about these ceremonies in more detail below when we discuss what happens after the sprint planning meeting.

The benefits of agile sprint planning

Agile sprint planning is a powerful meeting that should not be overlooked or underestimated. It is an opportunity to:

• Bring the whole team together and align around common goals
• Set context by starting the sprint with clear priorities
• Identify potential roadblocks before they occur
• Bring stakeholder feedback into the planning process
• Learn from previous sprints by considering sprint review and retrospective insights
• Consider team capacity and adjust accordingly to ensure that goals are achievable and that the team isn’t overcommitted in the upcoming sprint
• Account and plan for dependencies that may impact the flow of work.

How to prepare for a sprint planning meeting

We know we said that a sprint begins with sprint planning, but there are actually a few important steps you must take in order to prepare for the planning session. Unfortunately, you do need to do a little planning for the planning meeting.

Backlog refinement

Backlog grooming or refinement keeps your backlog healthy, up-to-date, and ready for sprint planning. A refined backlog will help ensure your team’s planning time is used efficiently and effectively since you won't have to waste time adding details to the backlog that could have been completed in advance before everyone came together.

The product manager should groom the backlog a few days before the sprint planning meeting to make sure it’s ready.

Tips for maintaining a healthy backlog:

• Ensure stories are in order of priority
• Prioritize items that bring the customer the most value
• Add detail to the highest-priority backlog items
• Split any user stories that are too big
• Delete any user stories that aren’t relevant anymore
• Create new user stories based on new or clearer needs
• Add items based on new stakeholder feedback
• Make adjustments based on bug fixes
• Assign more accurate estimates

💡 Learn more: Essential Checklist for Effective Backlog Refinement (and What To Avoid)

Be consistent

A consistent meeting time that’s scheduled well in advance will ensure that the entire Scrum team keeps the time slot open. Book your sprint planning meeting on the same day and at the same time every sprint so that no one forgets or double books.

Sprint planning is not a meeting to be shuffled around, delayed, or ignored — sprint planning meetings are essential to the success of every sprint. Ask your team about a specific, recurring time to meet, and ensure it works for everyone.

How to run a sprint planning meeting

While the agile method is flexible and collaborative, it isn’t chaotic; everything needs to begin with a plan.

1. Stick to a set sprint planning meeting duration

As with any kind of meeting, the team can be easily sidetracked without a timebox. After all, talking about the work that needs to be completed is often easier than actually completing it. It’s the Scrum Master’s job to keep the team on track and make sure the time limit isn’t exceeded.

Go into the sprint planning meeting well-prepared; a clear agenda and a well-refined backlog mean your team can get straight to planning.

Set a realistic timebox for the meeting and stick to it. We recommend that you avoid scheduling more than 2-3 hours for a sprint planning meeting, but as you become more skilled in sprint planning, you’ll better understand the length of time that works for you and your team.

2. Use estimates to make realistic decisions

You want your team to be as productive as possible, but overloading them can actually hinder productivity and focus. Unreasonable expectations are demotivating and overcommitted team members are more likely to make mistakes.

You need to understand the effort and time it will take to complete the goals you set out to accomplish for each sprint. Agile estimation techniques and story points provide a better understanding of team capacity, individual capacity, and what a reasonable workload looks like. Reasonable and realistic goals will help your team stay motivated and support a consistent flow of work.

3. Define clear goals and outcomes

What does the team aim to accomplish between now and the end of the sprint? Set clearly defined goals and outcomes that everyone understands. Do your goals align with what you learned from past sprints? Do they align with customer needs? Does everyone agree on what the next sprint will (roughly) look like?

Don’t assume that everyone is on the same page. Ask questions and encourage your team to speak up if anything is unclear. It’s better to clear up discrepancies or misunderstandings now rather than once the work begins.

Post your sprint goal somewhere that is easily accessible so that the team can refer back to it throughout the sprint.

💡 Learn more: How to Make the Most of Your Sprint Goals

4. Decide what it means to be ‘done’

What does “done” mean for any given backlog item, increment, product issue, or product as a whole? The team and your stakeholders need to agree on what done looks like in order to set realistic goals that meet the expectations of everyone involved.

As you set goals and choose which backlog items to complete for the next sprint, be clear about what it means to meet and complete the goals you want to accomplish.

5. Align sprint goals with product goals

Sprint goals should always align with your broader product goals. Your sprint may take a specific direction depending on current product issues, bug fixes, or customer concerns, but it’s important to keep an eye on the big picture.

Choose backlog items with care — make sure they relate to the larger product goal and that each works in sync to move development forward. Overlooking product goals in sprint planning could mean that each sprint looks more like a random selection of to-do lists that don’t connect back to customer needs, relate to product goals, or help you reach important increments. The result will feel like a lack of progress, which risks disengaging the team and other important stakeholders, like your users.

What happens next?

Now that the planning is done, you’re ready to implement your plan and complete the work. But that doesn’t mean that team members go off and work in isolation.

Daily scrum (or stand-up)

The daily scrum or stand-up is an opportunity for a collaborative agile team to maintain progress. It should be a quick check-in at the start of each day.

The team will discuss what has been done in the past 24 hours, any roadblocks they might have hit, and what the team hopes to accomplish the next day.

This critical check-in helps the team stay on the same page, helps to ensure the continued flow of work, and keeps the team on track to achieve sprint goals.

Sprint review

A sprint review meeting takes place at the end of a sprint. It's a chance for the team to review all of the “Done” issues for that period. The sprint review determines whether or not the goal for the sprint was achieved.

It’s a chance to demonstrate shippable working product increments to the team, and also an opportunity to bring in stakeholder feedback. This feedback gives you valuable insights to assess if you’re on the right track, or need to make changes in the next sprint. The sprint review is also excellent preparation for the next backlog grooming and sprint planning session.

💡 Learn more: Introduction to Sprint Reviews

Sprint retrospective

While the sprint review looks at what was accomplished and how to move forward, the retrospective examines your processes and how the team is working together.

What did you learn during the previous sprint? While retrospectives can take many forms, the goal is to discover what worked well, what didn't go so well, and what could be improved upon next time. Your team will use the insights gathered in the retrospective to improve how you work together and deliver value to customers in the future.

💡 Learn more: 5 Steps to Holding Effective Sprint Retrospectives

Agile sprint planning mistakes

It’s easy to fall into bad habits, especially as deadlines and product launch dates approach. Avoid these common agile planning mistakes to ensure your team is always making the most of the agile methodology and the Scrum process.

Unrealistic expectations

Choosing unattainable goals sets your whole team up for failure. Failing to meet your sprint goals sprint after sprint is damaging for team motivation and morale.

Use estimates to set reasonable goals as best you can. Consider team capacity, factoring in your past knowledge of how long tasks take to complete, how the team works, and potential roadblocks that could arise along the way.

Lack of context

Your team will benefit from an understanding of how the issues they’re working on fit into the bigger picture.

Depending on the tool you’re using to plan and manage your work, it can be difficult to see the contextual detail needed to plan and work with clarity. The more items you have, the more difficult and overwhelming it will be to organize and prioritize. Use tools that allow you to add context, depth, and customer insights with clean functionality to adapt your plan to the needs of your team and stakeholders.

Neglecting your backlog

We mentioned this point when we talked about what you need to do to prepare for sprint planning. It’s worth mentioning again because it’s a common mistake.

When you go into a sprint planning meeting without a well-managed backlog, you lack the clarity you need to plan effectively. Your time is valuable, and so is the time of your team, so it should be treated with care and used effectively.

A well-managed backlog is DEEP:

• Detailed appropriately
• Estimated
• Emergent
• Prioritized

💡 Learn more: The 4 Characteristics of a Good Product Backlog

Not allowing the plan to adapt

When you plan your sprint, you’ll do everything you can to prioritize the most important tasks for the length of the sprint. It’s important to try to stick to the plan as best you can, but you also need to adapt as you acquire new information.

Be ready to make changes on the fly should you hit roadblocks or acquire new information about customer needs, concerns, or product issues.

Failing to understand stakeholders

You need to understand the goals and priorities of stakeholders to be successful. Just because you’re happy with what you’ve accomplished doesn't mean your stakeholders will too.

Ensure your stakeholders are brought into your process early and often and help them understand how you work to provide them value. Gather feedback from stakeholders regularly to ensure your goals are aligned. A good time for this is during the sprint review. Just make sure those insights are transferred over to your next planning meeting.

Not choosing tools with a customer-centric approach

Successful product development delivers what the customer needs and wants. To build for your customers, it helps to use tools for planning and work management that makes it easy to keep them top-of-mind. Incorporating user story maps and customer personas into your planning helps you and your team prioritize the work that will deliver the most value first.

💡 Learn more: 10 tips for more effective user personas

Failing to incorporate retrospective insights into planning

Retrospectives are the best thing you can do to help your team work better together. During a retrospective, you're asking your team to be open and honest about how things went over the course of the sprint so that you can learn from each other.

Failing to learn from those insights means that the collective time spent in the retrospective has been wasted, and the feedback that your team has shared is devalued.

Incorporating the learnings you gain from a retrospective into your next planning session and into the next sprint, will support your team to improve every time, helping them gain work satisfaction and deliver better outcomes.

Virtual vs. in-person sprint planning

The advantages of remote work also bring challenges for collaborative planning. No matter the way your team chooses to meet, whether virtually, in person, or a combination of both, it’s important that you choose tools that meet the needs of your team.

Tips for virtual sprint planning:

• Be really prepared - communicate plans clearly ahead of time, so that everyone has clear expectations.
• Use a video conferencing tool that allows for breakout sessions
• Set up the interactive online resources you plan to use and include links in the meeting request.
• Online discussions don’t start as naturally as they would in person, so share discussion topics ahead of time, and consider preparing some ice-breakers.
• Ensure that you’ve accounted for time differences for teams that span time zones.
• Tech issues arise no matter how much advanced planning and testing you do. Always expect the unexpected.

Tips for in-person sprint planning:

• Book a meeting room with plenty of space for your team, and consider separate spaces for breakout sessions.
• Ensure that your meeting room will accommodate a shared view of your sprint plan - do you need a wall for sticky notes, or a screen to share a digital tool?
• If some of your team members work remotely, it’s difficult to involve them in the same way, so consider how this might work for your team. They won’t be able to read a whiteboard or sticky notes as easily, so a digital solution may be best.
• If you choose to plan your sprint ‘on the wall’, be sure to nominate someone to transcribe your plan into your work management tool at the end of the planning meeting.

No matter where your planning takes place, always remember to prepare your backlog ahead of time so that you can have focused and informed discussions during sprint planning.

Additional agile resources

We’re continually adding to our content library, which is filled with resources, how-to guides, product updates, and more.

📚 Add these to your list:

• Easy Agile Podcast Ep.20: The importance of the Team Retrospective
• Easy Agile Podcast Ep.18 Top qualities of an agile leader and team
• Easy Agile Podcast Ep.16 Enabling high performing agile teams with Adaptavist
• Being agile vs doing agile
• The Ultimate Guide to User Story Mapping
• The Ultimate Guide to Buyer Personas
• The Ultimate Guide to PI Planning [2022 SAFe Edition]

Using Easy Agile to improve sprint planning

Make your sprint planning smooth and effective with Easy Agile TeamRhythm. Transform your flat product backlog into a dynamic, flexible, and visual representation of the work to be done. Seamlessly integrated with Jira, with TeamRhythm you can:

• View your Jira stories, tasks, and bugs in context, aligned beneath their epics on the story map
• Drag and drop Jira issues from the backlog into a sprint
• Create new issues right on the story map
• Estimate issues on the story map, and gauge capacity with story point totals in each sprint swimlane
• Publish the sprint goal on each sprint swimlane, so it’s always top of mind
• Use filters to focus on the stories and issues that are most important now
• Group epics by a third level of hierarchy, to easily see how the work in focus contributes to the bigger picture

Easy Agile TeamRhythm also supports team retrospectives, with flexible and intuitive retrospectives boards created for every sprint. You can add retrospective items right from the sprint swimlane, so you don’t forget any important points. And you can turn retrospective action items into Jira issues that can be scheduled for future sprints, so you’re always getting better at what you do, and delivering for your customers.

Thanks for reading our ultimate agile sprint planning guide! If you have any questions about this guide, our other content, or our products, reach out to our team at any time. We love hearing from you.

We’ll continue to update this guide as we gain more agile planning insights, techniques, tools, and best practices.

We’re off to the races! 🏃🏃‍♀️ Sprints are a key component of agile methodology. A sprint is a predefined time period in which agile teams work together towards an agreed-upon sprint goal. There are four types of agile meetings that occur over the course of a sprint, and each is vital to ensuring the success of the agile process. It’s all about sprinting through a predetermined amount of work to get to the finish line, where you learn from your process and begin the race again (only better off because of what you learned during the previous sprint).

Agile meetings are used to get team members, leaders, and stakeholders on the same page, and they guide the process of an agile sprint or Scrum.

This post will cover the four key agile meetings, which include sprint planning, daily standups, sprint reviews, and sprint retrospectives. Plus, we’ll discuss a bonus agile meeting that’s utilized for backlog refinement.

Agile meetings vs. Scrum meetings

Scrum is an agile methodology that’s most commonly used in software development. Scrum meetings are technically a type of agile meeting, but they have more specific parameters designed to fit within the Scrum framework. The process revolves around a 2-4 week sprint involving a product owner, Scrum Master, and the entire Scrum team.

We covered Scrum meetings (ceremonies) in detail in another article. For the purposes of this post, we’ll focus on the four main agile meeting types. These processes and best practices can be applied across multiple agile methodologies, including Scrum and Kanban. This framework can also be applied across industries beyond software development and can adapt to the needs of most teams.

Simply put: Scrum has a more rigid framework that follows four ceremonies/meetings. The agile process is much the same, with four very similar meetings, but there’s more flexibility to adjust the time frame of the sprint and adapt the process when not following Scrum guidelines specifically. Okay, maybe that’s still not simply put, but it wouldn’t be agile if it was linear and straightforward.

The 4 types of agile meetings

There are four central agile meetings: sprint planning, daily standups, sprint reviews, and sprint retrospective meetings. A sprint starts with a sprint planning meeting. Each day, a daily standup meeting is held. Finally, at the end of the sprint, a sprint review and retrospective are held. The process repeats with new springs until the product, project, or work is complete.

1. Sprint planning meeting

The sprint planning meeting occurs at the beginning of a sprint and involves the entire team. In sprint planning, the entire team meets to discuss and agree upon which work tasks (backlog items) should be moved to the sprint backlog — the items that need to be completed by the end of the sprint. During the meeting, sprint goals are determined, and the team aligns on expectations.

Without a sprint planning meeting to outline the sprint backlog (tasks that need to be completed), the team will waste time during the sprint trying to determine which work takes precedent.

Sprint planning mistakes to avoid:

• Starting planning without a refined backlog
• Not being on the same page as your stakeholders
• Ignoring the customer and the customer journey when making plans
• Creating a rigid plan that doesn’t have room to grow or adapt
• Using bland, flat product maps that lack critical context
• Failing to incorporate retrospective insights in the following planning session

Learn more about common agile planning mistakes and how your development team can avoid these pitfalls.

2. Daily standup meeting

The daily standup meeting occurs every day of the sprint. In the Scrum process, this meeting might also be called the daily Scrum meeting. It’s a chance for the team to connect about the work that was completed the previous day and what each person or team plans to complete over the course of the next 24 hours.

The meeting aims to answer three important questions:

• What work was completed since the last standup to help the team reach the sprint goal?
• What work do you plan to complete today?
• Is there anything currently in your way or hindering your progress?

This is a good time to address any bottlenecks. If work planned from the previous day wasn’t completed, what caused the delay, and how can the team work together to solve any problems keeping the work from moving forward?

A standup meeting is short and to the point so everyone can get back to the work they hope to complete. So short that it’s often recommended participants stand for the duration of the meeting. Hence the name daily standup. It includes all team members and ideally takes place at the same time every day to ensure everyone can always attend.

Daily standup mistakes to avoid:

• Not keeping track of the time during the meeting
• Continually going over the allotted meeting time
• Rambling participants who aren’t prepared to answer the meeting’s key questions
• Skipping the meeting due to lack of time
• Team members showing up late to the meeting or missing it altogether
• Allowing the loudest voices to overshadow the rest of the team
• Letting someone state the same task on multiple consecutive days
• Failing to address potential bottlenecks
• Assigning work beyond a person's capacity

3. Sprint review meeting

The sprint review is an opportunity for the team to showcase the work they accomplished during the sprint. This meeting might be an internal presentation or a more formal demo to stakeholders, depending on the needs of the project and how far along work is.

Sprint review mistakes to avoid:

• Not properly preparing for the meeting or demonstration
• Not bringing stakeholders in on your process
• Failing to demonstrate how the work brings value to the customer
• Exaggerating or embellishing successes
• Failing to address any problems and how they were solved
• Not incorporating sprint review feedback into the next sprint planning meeting

4. Sprint retrospective meeting

The retrospective is a crucial part of the agile process. The meeting comes at the end of the sprint, bringing the entire team together to assess their processes and discuss how they can improve next time.

Which aspects of the sprint went well, and what can you learn from that success? What didn’t go so well, and what bottlenecks did the team hit? What could be done better next time? Since agile is all about learning and iterating, there are lessons to be learned after each sprint. Everything from the good to the bad to the mediocre can be transformed into actionable improvements.

Retrospective mistakes to avoid:

• Blaming individual team members for bottlenecks
• Allowing only the loudest voices to provide insight
• Failing to empower the softer voices in the room
• Repeating the same questions over and over without changing things up
• Allowing the retrospective to run too long (aim for two hours for a two-week sprint)
• Skipping a retrospective due to a lack of time or resources
• Forgetting about or not including stakeholder insights or needs
• Failing to improve upon the sprint retrospective process (retrospective the retrospective!)
• Failing to incorporate retrospective insights in the next sprint

Bonus: Backlog refinement meeting

It could be argued that there’s a fifth agile meeting, especially in the product development world. Before the sprint planning meeting, the product owner must create a product backlog, which comprises all of the tasks and items the team needs to complete in order to fully develop the end product or project. The items include user stories, bug fixes, features, and other tasks that must be addressed to achieve the end goal.

Backlog refinement prepares the backlog for sprint planning by ordering items to deliver the most impact over the next sprint. During backlog refinement, a product owner ensures that product backlog items contain enough information, detail, and prioritization for the team to make smart decisions about what to tackle when.

A meeting to refine the backlog may occur before sprint planning begins, depending on the current state of the product backlog. Outside of the product development industry, the product backlog might be akin to a master project task list.

Backlog refinement meeting mistakes to avoid:

• Not completing backlog refinement in time for sprint planning
• Leaving too much backlog refinement for the planning meeting
• Failing to prioritize items that provide customer value
• Not incorporating new stakeholder feedback, questions, and concerns

Agile meetings: Final review

So there you have it! The four key agile meetings are sprint planning, daily standups, sprint reviews, and sprint retrospectives, with an honorable mention going out to backlog refinement.

Let’s review each meeting’s purpose:

• Sprint planning gets everyone on the same page about what needs to be accomplished over the course of the coming sprint.
• Daily standups ensure the team stays on track and helps them address and resolve any potential bottlenecks.
• Sprint reviews are an opportunity for the team to showcase the work accomplished during the sprint to stakeholders and receive critical feedback.
• Sprint retrospectives allow the team to come together to discuss what went well, what didn’t go well, and how they can improve next time.
• Backlog refinement prepares the backlog for sprint planning in order to deliver the most impact over the next sprint.

Hold effective agile meetings with Easy Agile

Easy Agile is committed to helping teams work better with agile. Easy Agile builds products specifically designed for Jira users to help agile teams work more efficiently and effectively.

We regularly publish lists of tools, advice articles, and how-to guides for agile teams. If you work with Jira, you’ll find our resources are especially helpful in navigating the ins and outs of product development and the Jira apps that will improve the way your team collaborates.

Backlog prioritization is a never-ending task for product owners and product managers. As priorities evolve in response to changing business needs, or even as work is completed, or adjustments to team resourcing are made, it's important to maintain focus on the work that will deliver the most value by keeping your backlog in good shape. Agile estimation techniques can make prioritizing your backlog faster and easier.

So, let's take a look at some specific methods to prioritize your backlog and see how agile estimation can help deliver the most value to your end-users and stakeholders.

5 ways to prioritize a backlog

Of course, there are more than five ways to prioritize work items in a backlog. But, we've picked a few of our favorites that, when combined with an agile estimation process, help keep our product backlog prioritized so we can breeze through sprint planning.

1. Weighted Shortest Job First

Wow, is that a mouthful! Let's use the "WSJF" acronym to refer to this SAFe technique. Not as intimidating as it sounds, WSJF is a simple formula that assigns a business value to product backlog items.

WSJF = Cost of Delay ÷ Job Duration

Cost of Delay is the sum of three relative metrics:

• User/Business Value: the relative importance of the work item.
• Time Criticality: the decline of user/business value over time.
• Risk Reduction: the reduction of business or technical risk.

To determine the relative size for Cost of Delay, think of the lowest business value, the smallest decline in value over time, and the least risk reduction as a 1 value. The same as with Fibonacci sequence story point estimation, adjust that score appropriately when comparing work items to score them relative to one another.

The Job Duration is also expressed in relative terms. If you estimate your work items using relative estimation with story points, the story point value equals the Job Duration.

If you're using this technique to prioritize a large amount of work in a backlog where some items have only been t-shirt sized, convert your t-shirt sizes to standard Fibonacci numbers and use that value.

Warning: Be careful with converting t-shirt sizes to story points. You'll need a way to flag the t-shirt size work items that you converted to story points. You and your Scrum Master need to recognize those as t-shirt level estimations rather than the real story point estimates that come with fully refined work items.

See more at a glance in Easy Agile TeamRhythm, to make prioritizing your backlog faster

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2. MoSCoW

Must-have, should-have, could-have, and won't-have are the buckets used to prioritize a backlog with the MoSCoW technique. The product team defines these designations based on the product's unique features and competitive offerings.

Each work item falls into one of those categories. The easiest part of this process is sending Won't-have items directly to the trash and getting them out of your way. Next, prioritize must-haves first and then should-haves. The could-have items naturally fall to the bottom of the backlog.

Take these items through your regular refinement meetings with your team members, and assign each item a t-shirt size or story point value. You're then ready to add the right amount of work items to your sprints or releases based on your teams' velocity or the number of story points they expect to finish during a sprint.

3. Kano

The Kano model of prioritization uses five classifications:

• Must-be: the basic functionality that your users expect.
• Attractive: a pleasant surprise for your users, but no one is going to be upset if it's not there.
• One-Dimensional: work items that make your users happy and will disappoint them if they aren't part of your product.
• Indifferent: work items that are unimportant to your customers. Often, these work items represent technical debt or enhancements that help the software development team develop more efficiently or work in the latest versions of their tech stack — but your customers really don't care about them.
• Reverse: the process of undoing a previous feature or update. If you've ever built a feature or made a UI update that your users hated, you understand reverse work items. Oops. Unfortunately, sometimes these are necessary evils, especially when it comes to security features or transitioning users to a new product after retiring a legacy product.

Like the MoSCoW method, you'll estimate these work items during refinement and then add them to your iteration or release plan. But, different from MoSCoW, you may want to balance out your sprints and releases with work items from each classification.

4. Stack Ranking

The most brutal of all prioritization techniques, stack ranking forces teams to have a linear rank of work items, which means there is only one top priority, one second priority, one third priority, and so on. Brutal!

Once you get used to it, stack ranking is a useful way to force product managers to make tough choices between work items. Even if two work items can be completed during the same sprint, it's up to the PO to determine which one gets done first, and then that choice is reflected in the sprint backlog.

Often, this job becomes easier when it's put in dire terms. For instance, if you only had one day to attract new users to your product, what work would you want in production? BOOM! There's your top priority.

The nice thing with stack ranking is that it allows POs to slide smaller work items into current sprints when other higher-priority work is too large. Adding the larger work item over-commits the team based on their velocity. Those small work items serve to fill up sprints so teams can maintain velocity and be as productive as possible. So, just because a two-story point work item is two-thirds the way down the backlog doesn't mean it will never get done.

5. Story Mapping

Story mapping helps you visualize the customer's journey through your product from start to finish. (Yep, we stole that straight from our other excellent article on story mapping.) For advanced story mappers, take what you’ve learned about story mapping, and think about how you can add MoSCoW or Kano techniques to your story maps.

Perhaps your epic backbone at the top of the user story map could represent the buckets in the MoSCoW method?

If you're like us, your story mapping sessions are productive brainstorming activities, and you'll leave the sessions with way more work than you can accomplish. By applying MoSCoW or Kano principles to the stories in your user journeys, you’ll discover the most important stories to prioritize and the stories that can wait for a later release.

Building agile estimation into backlog prioritization

We've given you five different techniques to corral your work items into an organized, prioritized, value-delivering product backlog:

1. Weighted Shortest Job First
2. MoSCoW
3. KANO
4. Stack Ranking
5. Story Maps

We've also shown you ways to incorporate agile estimates like t-shirt sizes and story points into your prioritization process to keep your team delivering the most important work while maintaining velocity and dazzling your customers and stakeholders.

We encourage you to take these ideas, share them with your team, and give them a try. If you need help using the Story Map concept, try Easy Agile TeamRhythm. However your team prioritizes its product backlog, remember to put the most important work first and then adjust those priorities as needed. Keep it easy and keep it agile!

This guide looks at the four ceremonies that bring one of Agile’s most popular frameworks, Scrum, to life.

Learn how each agile ritual helps empower teams and drive performance while highlighting some tips to help your organization get the most from your ceremonies.

At a glance:

• The four agile ceremonies are Sprint Planning, Daily Stand-Up, Sprint Review and Sprint Retrospective
• Ceremonies in agile facilitate visibility, transparency, and collaboration.
• Each ceremony has a clear structure and objective.
• Clear communication, flexibility, and cultural alignment are the keys to successful ceremonies.

What are the main agile ceremonies?

Agile ceremonies refer to the four events that occur during a Scrum sprint. Other forms of agile development, such as Kanban and Lean, also have similar practices.

The agile ceremonies list includes:

1. Sprint Planning
2. Daily Stand-Up
3. Sprint Review
4. Sprint Retrospective

While each ceremony is different, they facilitate the same overall purpose. The ceremonies bring teams together with a common goal under a regular rhythm, and they help teams get things done.

"With today's enterprises under increased pressure to respond quickly to the needs of their customers and stakeholders, they must bring new products to market faster and accelerate improvements to existing solutions and services." - State of Agile Report

Why are agile ceremonies important?

Agile ceremonies help organizations adapt to change and succeed. With work planned in smaller portions and over shorter timeframes, they help teams quickly shift direction and course-correct when needed. They form a key part of the broader agile approach that’s now widely adopted in organizations worldwide.

With agile ceremonies, teams in your organization can benefit from:

• Enhanced ability to manage changing priorities
• Acceleration of software development
• Increase in team productivity
• Improved business and IT alignment

It’s important to remember that while ceremonies are an essential part of Scrum, they’re just one of many rituals that help create agile teams and workplaces. To realize the true benefits of agile, you’ll need to do more than include one or more of the ceremonies into your waterfall project.

1. Sprint Planning

The Sprint Planning ceremony sets teams up for success by ensuring everyone understands the sprint goals and how to achieve them.

StructureAttendeesTimingDurationAgile FrameworkThe Product Owner brings the product backlog to discuss with the Development Team. The Scrum Master facilitates.   Together, the Scrum Team does effort or story point estimations.   The product backlog must contain all the details necessary for estimation. The Product Owner should be able to clarify any doubts regarding the product backlog. The entire Scrum Team (the Development Team, Scrum Master, and Product Owner)At the beginning of each sprintOne to two hours per week of iteration. So, if you're planning a two-week sprint, your Sprint Planning should last two to four hours. Scrum. Although Kanban teams also plan, they do it less formally and per milestone, not iteration.

Outcomes

After some team negotiation and discussion, you should have a clear decision on the work that the Development Team can complete during the sprint by the end of Sprint Planning. This is known as the sprint goal.

The sprint goal is an increment of complete work, and everyone should feel confident about the commitment.

The product backlog defines priorities that affect the order of work. Then, the Scrum Master transforms that decision into the sprint backlog.

Top tips

• Focus on collaboration rather than competition.
• Break user stories into tasks to get things more operational for the Development Team. If there's time, assign those tasks during the event.
• Factor in public holidays and any team member’s time off or vacations.
• Keep your team’s pace in mind – a track record of the time it took to implement similar user stories would be helpful.
• Focus on the product backlog and nothing else in terms of work for the sprint.

2. Daily Stand-Up

The daily stand-up brings the team together and sets everyone up for the day. The team uses this time to identify blockers and share plans for the day.

StructureAttendeesTimingDurationAgile frameworkThis is an informal, standing meeting. All members of the Development Team inform everyone about what they did the day before and what they’re doing today. Members discuss any blockages they have and ask for help from the team if required.   Due to time restrictions, the updates should be brief.Development Team, Scrum Master, Product Owner (optional) Daily, usually in the morningShort and sharp. No longer than 15 minutesScrum and Kanban

Outcomes

The Scrum Master should clear all the blockages that slow down or prevent the Development Team from delivering. As a result, the development process might need to change.

This daily pulse check keeps the team in sync and helps build trust. Together, the group finds ways to support and help each other.

Top tips

• Use a timer to keep this meeting to 15 minutes.
• Hold your stand-up at the same time every day.
• Only discuss the work for the day ahead.
• If the team is distributed, use video conferencing with cameras on.
• Long discussions should happen after the event.
• As the stand-up encourages progress, everyone should provide an update, and everyone should feel accountable.

3. Sprint Review

The Sprint Review is the time to showcase the team’s completed work and gather feedback from stakeholders. A variety of attendees from outside the team offer valuable insights from different viewpoints. This event also helps build trust with both external and internal stakeholders.

StructureAttendeesTimingDurationAgile frameworkThe Scrum Master takes on the logistics of event preparation.   The Product Owner should ask stakeholders questions to gather as much feedback as possible. They should also answer any of their stakeholder’s questions.Development Team, Scrum Master, Product Owner. Optionally, management, customers, developers, and other stakeholders At the end of the sprintOne hour per week of the sprint. In a one-week sprint, the Sprint Review lasts one hour.Scrum and Kanban.   Kanban teams do these reviews after the team milestones, not sprints.

Outcomes

After this ceremony, the Product Owner might need to adjust or add to the product backlog. They might also release product functionality if it's already complete.

Top tips

• Schedule in time to rehearse before the meeting to help your team present with confidence, especially if external stakeholders are coming along.
• Don’t showcase incomplete work. Review your Sprint Planning and the original criteria if you’re not sure whether the work is complete.
• Besides product functionality, focus on user experience, customer value, and the delivered business value.
• Consider ways you can introduce a celebratory feel to acknowledge the team’s effort.

4. Sprint Retrospective

In this final scrum ceremony in the sequence, you look back on the work you’ve just done and identify ways to do things better next time. The Sprint Retrospective is a tool for risk mitigation in future sprints.

StructureAttendeesTimingDurationAgile frameworkThe teams discuss what went well throughout the sprint and what went wrong.   The Scrum Master should encourage the Development Team to speak up and share not only facts but also their feelings.   The goal is to gather rapid feedback for continuous improvement in terms of process.  It’s also an opportunity to emphasize good practices that the team adopted and should repeat.Development Team, Scrum Master, Product Owner (optional)At the end of the sprint45 minutes per sprint weekScrum and Kanban (occasionally)

Outcomes

After this session, the team should clearly understand the problems and the wins that happened throughout the iteration. Together, the group comes up with solutions and an action plan to prevent and identify process problems in the next sprint.

Top tips

• Focus on both facts and feelings
• Gather information that helps you focus on continuous improvement – this might include tools and relationships
• Be honest and encourage ideas that solve process-related problems
• Even if everything went well, have this meeting – retrospectives provide ongoing guidance for the next sprint.

"With the speed of change expected to continue, the need has never been greater for an operating model that keep up." - McKinsey

Agile lessons to live by

As a team of experienced agile practitioners, we’ve picked up some key learnings about what it takes to get the most out of your agile ceremonies and create the foundations of a truly agile organization.

Here are our top tips to make your ceremonies a success:

• Be deliberately present - During the ceremonies, remember to take moments to pause and remind yourself of why you’re there. Show others that you’re present by giving them full attention and using your body language. In a remote setting, angle your camera as though you’re sitting across from them, look into the lens regularly, and use a distraction-free background.
• Practice active listening - Think about what the person is saying, who they are, and what they need from you. Are they looking for a soundboard, do they need your help or opinion, or are they looking for an emotional connection?
• Understand motives - Understand the motivations of your teammates before speaking. Consider why they should care about what you’re saying by connecting your message with their own motivations. Provide context where possible to let them know why your message matters.
• Be flexible - It's important to remember that there is not a one size fits all approach to agile ways of working. What works for one team may not work for another, so you need to experiment to find out what works then tailor processes to suit your team's needs.
• Create cultural alignment - The best processes in the world won’t deliver what you need if you don’t have the culture to support their delivery. Agile ceremonies need to be supported by a culture where people are actively engaged, confident to raise issues, and value continuous improvement.

Agile ceremonies lead to better results

While it can take time for teams new to agile to adjust to agile ceremonies, they are worth the effort. By providing a clear structure and achievable outcomes, they help align everyone on the product, communication, and priorities.

The result? Agile teams that provide better quality products faster – and deliver real business outcomes.

Wherever your organization is on your agile journey, it’s worth keeping in mind that each team and each suite of products are different, so there’s no standard recipe for success. The good news is that by working within the continuous improvement mindset the agile framework promotes; you too can iterate and improve your agile ceremonies over time.

Ready to get started?

Easy Agile TeamRhythm supports your team's agile practices in Jira. Supporting your team from planning right through to retrospective, TeamRhythm helps you and your team work better together to deliver value to your customers.

Features include:

• Agile sprint and version planning tool - Planning is quick and easy when you create and estimate issues on the story map. View your work under initiatives and epics, and see swimlane stats at a glance, ensuring team capacity is filled but not overcommitted
• Agile story mapping - Map the customer journey using initiatives, epics, and stories alongside your agile Jira boards. Quickly and easily add new or existing stories inside the story map. Drag and drop to prioritize by value to the customer.
• Product backlog refinement - Escape your flat backlog and view your work on the story map matrix. Drag and drop issues to prioritize or schedule. Quickly update story summaries and story point estimates with inline editing for a better backlog.
• Team retrospectives - Celebrate success, gain insights, and share learnings with team retrospective boards for scrum and kanban, encouraging collaboration and transparency, so you and your team are continuously improving.