Iteration Planning Facilitator Checklist

Preparation Checklist
Ensure stories ready and prioritized (see backlog
† † Improvement items from the Iteration
refinement) Retrospective
Gather sharpies, sticky notes, planning chart and
† † Team PI Objectives and Features
estimation poker cards
† Iteration calendar including key milestones
Prepare needed inputs
† and any public holidays
† Velocity of the past iterations † Dependencies with other teams identified
from the Program Board
† Feedback from the Iteration Review
and System Demo

Expected Outputs to Iteration Planning

† Stories are planned for the upcoming Iteration † Dependencies with other teams are
confirmed/handled
† Committed Iteration Goals

Actions to take from Iteration Planning

Update other teams and the RTE on changes to
† † Deviations from PI Objectives and identified risks
dependencies, risks, or impediments are shared at ART Sync events
† Update work management tool or team board

Tips and Techniques

• Ensure that the entire team commits to the • Make sure planning is based on Stories
Iteration Goals rather than tasks
• Make sure the Product Owner or other managers • Ensure capacity and load are not exactly the same
don’t influence the team to overcommit (100% utilization)
• Improvement items identified in the Iteration • Ensure the team does not under commit due to
Retrospective are put into effect fear of failure
• Ensure Time is allocated for maintenance, refactors, • Avoid delving too deep into technical discussions
and technical debt • Consider dependencies with other teams

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