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How To Handle Sprint Planning Meetings Like a Pro

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It’s time to get things done and hand over the project to the programmers. But before they get their hands dirty, someone must plan the Scrum sprint or iteration. The Sprint Planning meeting is one of Scrum’s ceremonies, and it's the sprint's opening event. 🎬

Let's walk you through the event and explain how to prepare and hold one successfully. You'll also learn who participates in Sprint Planning and why the meeting is so important.

What's a Sprint Planning meeting?

Sprint Planning is a Scrum meeting. It kicks off a sprint, so it occurs on the first day of a new sprint. If applicable, it should occur after the Sprint Review and the Sprint Retrospective from the previous iteration.

Sprint Planning aims to decide the deliverables for the upcoming sprint and define a plan to develop the work.

The entire Scrum Team (the Product Owner, the Scrum Master, and the Development Team) collaborates during Sprint Planning.

Can you imagine a successful project without planning? 🙅 We can't either, so we don’t start a Scrum sprint without planning it.

To plan a Scrum sprint, you need to decide:

  • The sprint's duration — remember that a sprint is a timebox
  • The sprint goal, which is its purpose and represents the product increment's value to the customer
  • The work that the Development Team can complete during the sprint, what work items the team should do first to achieve the sprint goal, and how long they should take considering the team's capacity

Additionally, Sprint Planning should motivate the team and set realistic expectations.

By the end of the Sprint Planning meeting, the team must produce the following outcomes:

  • A shared understanding of the sprint goal. This goal is the guideline for evaluating the Development Team's work once the sprint is over.
  • The Sprint Backlog. This artifact represents the conversation between the Development Team and the Product Owner on the to-do work. It's the result of a balance between customer value and development effort.

Now, each Sprint Planning meeting requires some preparation. Read on about who should do it and what it entails.

How do you prepare for Sprint Planning?

The Product Owner should follow these steps to set the foundation for successful Sprint Planning:

  • Combine the output of the previous Sprint Review, feedback from stakeholders such as management and customers, and the product vision
  • Update and, if necessary, refine the product backlog
  • Know the customer value that the development team needs to create in an increment

So, once all the preparation is over, it's time for the Sprint Planning meeting to take place.

How should the meeting go?

  1. The Product Owner indicates the Product Backlog items — and corresponding priorities — that they consider the next sprint's best candidates. Items can be user stories, tasks, or bugs. The Product Owner proposes those items according to customer value and product vision.
  2. Based on effort estimates and the Product Owner's proposal, the development team selects the product backlog items to work on during the current sprint. By promoting those items to sprint backlog items, developers agree on the sprint goal with the Product Owner.
  3. Although optional, the team might discuss dependencies between items and who should work on each one of them.

Very few steps, right? However, some practical actions should add on to these steps. Discover what those actions are below.

How do you execute a successful Sprint Planning meeting?

1. Limit the meeting's duration. ⏳ Sprint Planning shouldn't take longer than 1-2 hours per sprint week. That means the meeting shouldn't take more than 2-4 hours for a two-week sprint.

2. Let the Scrum Master be the guardian of time. They're the ones responsible for ensuring that the meeting happens within the defined timebox.

3. Hold the meeting on the same day and at the same time every time. 📅 Team members can be quite busy and have full agendas. That's why reserving a slot in every participant's agenda is a good practice.

4. Define valuable, clear outcomes. 🎁 Those, together with a clear sprint backlog, increase the Development Team's motivation. Producing the right outcomes is pure satisfaction, and a clear work plan is the recipe to achieve that.

5. Make sure that the Scrum Master guarantees these things. First, that the conversation between the Development Team and the Product Owner is fruitful. They should all agree on the sprint goal. Second, that the developers make good choices when moving product backlog items to the sprint backlog. Selecting an item that is feasible for the sprint duration, team capacity, and workload is a good choice.

It might seem easy, but this is not all there is to do during Sprint Planning. There's a bunch of things to avoid.

If we were to give you some advice...

Make effort estimates against the development team's capacity. To decide on the amount of work that the team can accomplish in a sprint, consider the team's capacity. (And remember, estimates are just that — estimates.) Developers consider their previous experience, yet each sprint is unique and might change over its course. However, considering team capacity improves the accuracy of effort estimation. Additionally, story points might help the team with effort estimation.

Consider that the development team's ability to estimate should improve over time. Therefore, the team should not critique less accurate effort estimates after the sprint. Otherwise, the team will take much longer to estimate or provide much bigger estimates next time.

Don't try to plan every single thing during Sprint Planning. Leave the idea of coming up with the most complete, perfect Sprint Backlog ever at the front door. After all, Scrum is all about flexibility, and "Better done than perfect." So, a Sprint Backlog that’s complete enough to get developers started is just what it needs to be. Remember that solving complex problems requires a learn-by-doing approach, which turns planning into an equally complex job.

Figure out a realistic expectation for the sprint's outcome. Setting unrealistic expectations for the increment that the development team can produce over a sprint is not a good idea. It might make developers frustrated that they couldn't deliver, which can seriously affect their motivation and performance. On the other hand, realistic expectations set the team for success and a sense of accomplishment. Besides, they facilitate the conversation between the developers and the Product Owner so they can agree on the sprint goal.

Have a well-refined product backlog. It must be detailed enough to allow the Development Team to understand what the work items are about. You don't want to waste precious Sprint Planning time splitting work items into a maximum of one per day. Define and follow a backlog refinement process and ensure that Product Backlog items meet your definition of ready.

Propose a clear sprint goal. 🎯 The Product Owner must be very clear on the expected customer value for the increment. Otherwise, the development team might choose a set of product backlog items that don’t relate to one another. The result could be unexpected outcomes and a low sense of accomplishment.

Clarify the definition of done with the Development Team. Knowing what work done means in the current sprint helps the developers meet the expectations. That's because they can better understand what to do to create the increment. Also, a clear definition of done makes the Development Team more confident when estimating effort.

Strong Sprint Planning makes your project stronger

If you're following the Scrum framework, Sprint Planning is not a choice. Nevertheless, if you ever feel tempted to skip it, bookmark this article and read the following. 📑

It's easier to understand the sprint goal, to-do work, and sprint outcomes with a successful Sprint Planning meeting. If the team doesn't know where it's heading and how to get there, it gets really tough to satisfy customer needs. It's equally hard to deliver your customers valuable increments if you don't organize work by priorities.

Sprint Planning is about instilling clarity and organizing work before it's too late in the iteration. It's also about involving the whole team in preparing for all the effort that a sprint demands. A note: Keep in mind that a sprint plan must fit into a sprint's timebox and consider the team capacity.

Easy Agile TeamRhythm is perfect for Sprint Planning. It's a fast, straightforward, visual, and collaborative tool that allows you to:

  • Drag items directly from the product backlog onto the user story map
  • Register effort estimates in user stories
  • Edit story point estimates
  • Prioritize user stories in each sprint by ordering them inside the respective sprint swimlane
  • Analyze sprint statistics to ensure that the planned work doesn't exceed the team's capacity and the sprint goal is realistic
  • Visualize what the team will deliver and when by arranging user stories into sprint swimlanes

Let us know if you have any questions about Easy Agile TeamRhythm. We highly recommend it to your Scrum project, and our customers recommend the same.

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  • Workflow

    Sprint Backlog 101: Never Stop Refining

    A sprint backlog is like an agile team's treasure map — checking off each item is like visiting a different place on the map. By the end of a sprint or iteration, the team will have delivered previously agreed outcomes and ultimately achieved their sprint goal. This is like getting to the ✖️ on a treasure map.

    Join us as we find the answers you need to successfully complete each sprint. You'll learn about a sprint backlog’s purpose, plus who creates, owns, updates, and uses it.

    What's a sprint backlog?

    A sprint backlog consists of the items that need to be completed in order to get to the sprint goal. It should go into artifact during the sprint planning meeting. A sprint backlog has three parts:

    • The sprint. Each sprint backlog targets a specific iteration.
    • The sprint goal. This is the higher level aim for each sprint. To achieve it, the development team completes certain items from the product backlog.
    • A plan. The sprint backlog represents a plan to deliver a product increment by the end of the sprint. It's organized to allow for progress tracking with to-do, in-progress, and done items, plus effort estimations and remaining workload.

    The sprint backlog should always be accessible and up-to-date so that the development team understands the work and can see what is coming up next. It should also have enough detail to allow tracking work progress.

    Each sprint starts with a sprint backlog, and the artifact's lifespan equals the sprint's duration. You may expect to find work items — user stories, tasks, or bugs — in it.

    The sprint backlog is the development team's go-to home to find all the ideas for what to work on. At every Daily Stand-Up,, the team looks at it to let others know what they did the day before. Additionally, they recall or adjust priorities based on what they need to do for the next day(s).

    🧐 During the Daily Stand-Up, developers also use the sprint backlog to evaluate the sprint's progress.

    The sprint backlog is not only a way of keeping the development team's eyes on the prize. 👀 It's also a way to discuss how well they achieved the sprint goal.

    At any point in a sprint, to-do, in-progress, and done items are included in the sprint backlog for anyone to review and use to calculate the remaining workload. This helps verify if the development team is on track to achieve the sprint goal. ✌️

    Jira provides a burndown chart to check the development team's work. This displays the remaining workload for the current sprint. In addition, the chart shows:

    • Work in progress
    • The distribution of work throughout the iteration

    A Jira burndown chart also helps evaluate whether additional items fit into the sprint and effort estimations were accurate.

    🛑 Keep in mind that you don't need a sprint backlog if you follow the Kanban framework. That’s because Kanban isn’t about working in timeboxes (the sprints).

    Now, the sprint backlog isn't an off-the-shelf artifact that you can use in your project — every project is unique. So, someone must be responsible for populating the sprint backlog with work items.

    Besides defining what a sprint backlog is, we should discuss what sets them apart from product backlogs.

    Sprint backlogs vs. product backlogs

    Though their names are similar, a sprint backlog and product backlog serve different purposes. A product backlog is:

    • A collection of work items to either bring a new product to the market or improve an existing product
    • A list of work items to tackle in the future
    • A set of work items arranged by priority, with the most priority at the top
    • The source of the sprint backlog items

    On the other hand, a sprint backlog is:

    • A subset of work items from the product backlog
    • A group of items to work on during the next sprint

    Here’s how the two backlogs meet: The product backlog provides work items for a sprint backlog. And, by the end of a sprint, the team might transfer incomplete work to the next sprint or the product backlog. If the work items have high priority, they should go into the next sprint. If not, they should go into the product backlog for a later sprint.

    Essentially, a product backlog covers a greater amount of time than a sprint backlog. However, like the sprint backlog, the product backlog might evolve to reflect changes in the market or customer needs and, the development team needs both in order to deliver product changes.

    Now, the sprint backlog isn't an off-the-shelf artifact that you can use in your project — every project is unique. So, someone must be responsible for populating the sprint backlog with work items.

    Who owns and creates sprint backlogs?

    Here are the team members involved in creating sprint backlogs:

    • The Scrum Master. During the Sprint Planning ceremony, the Scrum Master uses the product backlog to create the sprint backlog — the output. However, the Scrum Master doesn't do it alone.
    • The development team. When moving product backlog items to the sprint backlog, the Scrum Master considers the development team's input. ⚖️
    • The Product Owner. The Scrum Master needs the Product Owner's agreement to include product backlog items in the sprint backlog. 👌 And if the development team has questions about the product backlog, the Product Owner is the one to ask.

    The sprint backlog's creation is one part of the agile workflow that shows how essential teamwork is to agile. Nevertheless, the sprint backlog must always be owned by someone throughout the workflow. Otherwise, these artifacts can get lost and become outdated.

    Scrum methodology says that the whole agile team owns the Sprint Backlog. And by "agile team," we mean the Scrum Master, the Product Owner, and the development team.

    That’s because all agile team members contribute:

    • The Product Owner knows what the development team should deliver by the end of the sprint. Plus, they order product backlog items by priority. In other words, the Product Owner constrains the product backlog items that should go into the next sprint backlog.
    • The Scrum Master has enough experience to distribute the development team's work throughout the sprint. When considering sprint backlog item dependencies, that distribution makes the most sense.
    • The development team knows how long similar Sprint Backlog items take to complete. ⏲️ This means they can determine the sprint goal's feasibility within a certain time frame.

    Remember, the sprint backlog is a living document, so team members should update it as needed. Let’s look at how a sprint backlog can change.

    Updating the sprint backlog

    The sprint backlog should adapt to answer market trends and customer needs as they arise. Those changes might influence items in the product backlog and how they’re prioritized. As a result, the sprint backlog changes.

    Let's have a look at what may cause a sprint backlog to change and who makes the updates:

    1. Effort estimations were not accurate enough. If the development team realizes that some work items will take longer than expected, they should raise a 🚩. They should then negotiate the scope of the sprint backlog with the Product Owner without compromising the sprint goal.
    2. A new, higher-priority user story, task, or bug comes up. If that happens, the development team should add it to the sprint backlog. That might impact the sprint's duration or push some items to the next sprint.
    3. Progress in completing a user story or a task or solving a bug changes daily. As this happens, the development team should keep updating the remaining workload they estimated for the current sprint. And they should do it during the Daily Stand-Up or Daily Scrum meeting. Once the development team finishes all the work in the sprint backlog, they achieve the sprint goal. This means the development team implemented the product increment, which is ready for delivery. 📦
    4. A sprint backlog item is no longer needed. This might be due to a shift in the market or customer needs. If that happens, the development team should remove the item from the artifact. 🗑️
    5. The development team better understands sprint backlog requirements as the sprint continues. So, they might realize that to achieve the sprint goal, they need to include more items in the sprint backlog.

    The sprint backlog: A guide for sprint success

    A sprint backlog is a guide for completing a sprint goal. This means that its lifecycle is short and equals the iteration's duration. It's a visual representation of the sprint that supports Scrum team discussions on in-progress and to-do work.

    This backlog may also be the most reassuring Scrum artifact for developers, as it assures them the work is organized and no additional work items will fall from the sky without their knowledge. If the workload must increase, the team will debate it and weigh the developers' experience-based opinion.

    With a sprint backlog, the team perfects its ability to plan sprints, estimate effort, and allocate resources. They learn how long work takes and how much of it fits into a sprint. And by learning this, the team learns the resources they need to get to the finish line.

    Easy Agile TeamRhythm is collaborative sprint planning tool that helps your team with the shared context that the story map format provides. TeamRhythm helps your team to:

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    Agile Planning Mistake #1: Not being on the same page as stakeholders

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    Never assume you’re on the same page as your stakeholders. They live in a different world than the one you are deeply embedded in, and they may not have the same experience with the agile process, your planning methods, or the agile tools your team uses.

    Ensure you never make commitments the team can’t keep. What you thought would provide the most value during the planning phase could be completely different a couple of weeks later.

    In order to produce deliverables that meet stakeholder expectations, you need to agree on what those expectations are. Involve your stakeholders in planning, but ensure everyone understands that expectations could evolve throughout the process based on new information gained from successes, failures, and customer responses.

    Agile Planning Mistake #2: Using bland, flat product maps

    Flat product backlogs are bland and boring 😴. Think carrot cake without icing. They lack the detail and functionality needed to realize the full story of your product backlog.

    Plus, once you have more than a handful of items, they become overwhelming and difficult to organize in a meaningful way. It becomes less clear which item is the most important and more difficult to ensure your decisions align with the larger goal of the project.

    When you plan out your roadmap, it needs context, and you must be able to clearly see the customer journey. User story maps visualize the customer journey in the planning process and throughout the entire process of product development. They utilize user stories — the smallest unit of work that can bring value to the customer — so you can plan and organize the backlog from the customer’s perspective.

    📕 Read our ultimate guide to user story maps to learn more.

    Easy Agile TeamRhythm transforms your flat product backlog into an impactful visual tool. Product owners and team members can plan core user activities, manage epics inside the story map, order user stories by priority, and edit story summaries — all while integrating directly with your Jira agile boards.

    Agile Planning Mistake #3: Not allowing the plan to live, breathe, and adapt

    Agile methodology is an iterative approach. This means your agile planning needs to leave room for changes. Your plan should be able to grow and adapt as you progress with each sprint or product roadmap.

    At the beginning of a sprint, you lack the information needed to see the full picture. You don’t have everything you need to build the perfect solution, and that’s okay. It’s all part of the process. Spending hours or days trying to iron out the perfect plan just wastes time that could be better spent learning and solving problems as they come.

    You may need to alter your plan after a roadblock comes up in a daily stand-up, or you may learn about a customer concern that completely changes your direction. Iterations are inevitable and welcomed! They help you keep pace with incoming information as you learn from each other, stakeholders, and your customers.

    Agile planning isn’t a promise. It’s an outline that will help you reach your goal, and that changes with your goals and circumstances.

    Agile Planning Mistake #4: Not incorporating retrospective insights in the following planning session

    Retrospectives are an essential piece of the agile process. They give teams a chance to reflect on everything that occurred in an individual sprint or after the completion of a product.

    An effective retrospective asks the entire team key questions that can improve the process next time around. What went well? What’s worth repeating again? What didn’t go so well? What could be improved upon next time? What roadblocks or dependencies developed? What did you learn? How did you feel at the end of the sprint?

    A retrospective provides insights that will improve efficiency, teamwork and team dynamics, the effectiveness of tools, and communication with stakeholders.

    Simply holding a retrospective or collecting retrospective feedback is not enough to gain value. You need to ensure you’re incorporating the feedback into the following sprint planning meeting. The next iteration will be all the better for the time you spend reflecting and improving based upon what you learned.

    Agile Planning Mistake #5: Choosing tools that don’t take a customer-centric approach

    Whether your team uses a Scrum process, kanban boards, or agile methods, the tools you choose should always be customer-focused. And you need to continue using them in a way that keeps the customer at the forefront of decision making.

    Teams can fall into a trap believing they’re focusing on the customer when they aren’t doing much of anything beyond following simple agile methods and generic processes. Customers need to be embedded in your development process right from the planning phase so that every decision a team member makes considers customer needs first.

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    For example, Personas provide a deep understanding of what customers want, need, don’t want, etc. They reveal key information about customer pain points, desires, demographics, goals, shopping patterns, and much more. We highly suggest developing customer Personas to get a rich picture of all the people who will use your product, but it’s not enough to just have Personas lying around.

    You need to bring these Personas into your agile planning process and keep them front and center as you complete issues and continue to develop your product.

    Easy Agile Personas for Jira helps you create and store Personas within Jira, so you can plan based on customer needs in real-time. The tool will help you empathize with customers in order to make decisions that provide the most value to users at any moment. All of our Easy Agile Jira plugins are customer-focused and designed to keep the customer top-of-mind throughout the product development process.

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    How to Make the Most of Your Sprint Goals

    The sprint goal is a key aspect of any sprint, and it should be front and center throughout your two-week process. The goal ensures the team is aligned on a clear purpose for the sprint, and, if done well, the goal inspires the team to stay on track throughout the entirety of the sprint.

    So, what makes a good sprint goal, and how does the sprint goal fit within the framework of a sprint? In this post, we’re going to race (or should we say sprint 😉 ) through a recap of the Scrum process, followed by a list of five critical elements of an effective sprint goal. You’ll learn how to best create, manage, and follow through on your sprint goals for a successful sprint every two weeks.

    An overview of the Scrum process

    We’re big fans of Scrum! Need a little refresher? Here’s how the Scrum process works and where the sprint goal fits into the whole picture.

    Scrum is an agile framework used primarily by software development teams that provides team members with a streamlined workflow to meet stakeholder and customer needs. The Scrum workflow has four meetings (also known as ceremonies), which all have a distinct purpose. This structure means team members can easily support each other by sharing, tracking, and enhancing deliverables.

    The Scrum framework divides work into repeating two-week sprints where a set amount of work — the sprint goal — is completed. Each Scrum begins with a sprint planning meeting, and during this time, the product owner defines the sprint goal. They choose which tasks will move from the product backlog to the sprint backlog to be completed over the following two-week sprint.

    Product backlog items represent the whole picture of what needs to be accomplished before completing or releasing a product. Sprint backlog items are what the team will (hopefully) accomplish over the course of the sprint.

    The Scrum Master acts as a Scrum guide who leads the team through the meetings and steps of the Scrum process. Throughout the sprint, the Scrum team meets for a daily Scrum to check in with one another and report on what work was completed over the previous 24 hours.

    At the end of the sprint, a sprint review and sprint retrospective help the team gather feedback from stakeholders and improve upon their processes before the next sprint begins. The entire process repeats again with sprint planning and continues to repeat until the product or project is complete.

    Easy Sprint Planning:

    Drag items directly from your backlog onto your TeamRhythm User Story Map. Inline edit story summaries and story point estimates. Display your sprint goal on each sprint swimlane.

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    What makes a good sprint goal?

    The sprint goal keeps the team focused and aligned on what everyone is trying to accomplish for each sprint. It’s an extension of the overall product or project goals, but the sprint goal can zero in on key components the team wants to tackle for that specific sprint.

    What makes a good sprint goal? Let’s find out.

    1. The goal is achievable

    The objective of the sprint needs to be achievable within the sprint’s allotted time frame. Generally, in a Scrum framework, the team is time-bound to two weeks.

    As new information is gained and other impediments occur, there’s always a chance the sprint goal won’t be met. But that shouldn’t stop you from setting achievable goals. When a team continually fails to meet the goals of the sprint and the project, morale and enthusiasm will decline.

    It’s crucial that sprint goals are manageable within the allotted time of the sprint. Sprint goals can become too large when a team tries to accomplish too many different components at once or if too much of the product backlog makes it into the sprint backlog. Rather, take a reasonably achievable workload out of the product backlog to form the sprint backlog. Otherwise, you’ll end up with one daunting overall list and no clear direction for each sprint.

    2. The team understands the definition of done

    The clearer the sprint goal, the better. You need to clearly define the goals of the sprint and what it means to be done. How will the team know if they achieved the desired outcomes? What does “done” look like? Does everyone agree on this definition for every given task and the overall goals of the sprint?

    Your goals need to be measurable to limit ambiguity, subjectivity, or conflicting opinions around the success of the sprint.

    When a team is aligned, and everyone understands what needs to be accomplished, decision-making improves, and each aspect of the Scrum team can work harmoniously toward the same aims.

    3. The sprint goal is meaningful to the team

    Beyond knowing what the team hopes to accomplish over the course of each sprint, the team needs to understand the reasoning behind the sprint goal.

    Make sure everyone understands why they are working towards a specific sprint goal. What meaning does the sprint goal have? Ideally, the meaning of the sprint goal will relate back to stakeholder needs, the customer journey, or the user experience of your product.

    Visualize and prioritize the work that will deliver the most value to your customers

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    4. The sprint goal aligns with the overall product goals

    The sprint goal can zero in on a specific aspect of product development, but it should still connect to the overall product goals.

    While creating sprint goals, ensure the overarching product vision isn’t lost or ignored. Every sprint, while specific to its own set of goals, should work toward accomplishing your product goals.

    5. The sprint goal is visible throughout the sprint

    The sprint goal can’t be a “set it and forget it” aspect of your sprint. It should be visible to the team the entire time, and the team needs to continually check in on the goal to ensure they’re on track to achieve it.

    The shared goal should be front and center of daily Scrum meetings. If possible, display the sprint goal for everyone to see. As you accomplish backlog items and work through the sprint, continually reference the sprint goal and the progress you are making toward it. How likely are you to achieve the sprint goal considering the time you have remaining in the sprint? What might be standing in the way of achieving this goal?

    During the sprint retrospective, you should discuss the success or lack of success the team made on the sprint goal. What went well and contributed to your success? What didn’t go so well that you could change or do differently for the next sprint?

    With Easy Agile TeamRhythm, each scrum board in Jira will have an associated User Story Map.

    Throughout the sprint, the team can refer to the User Story Map to make sure they’re on schedule, coordinate dependencies, and keep sight of the big picture.

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    A customer-centric approach

    Let’s recap a few of the most important factors to remember when establishing and following through on your sprint goal:

    ✅ Ensure the goal is achievable.

    ✅ Ensure the team understands the definition of done.

    ✅ Ensure the sprint goal is meaningful for the team.

    ✅ Ensure the sprint goal aligns with the overall product goals.

    ✅ Ensure the sprint goal is visible throughout the sprint.

    Thanks for sticking with us and utilizing the Easy Agile blog. We’re passionate about helping teams work better with agile. We have a suite of Jira apps designed to keep the customer top-of-mind through every step of the development process.

    Looking for a tool to streamline your sprint planning sessions? Check out Easy Agile TeamRhythm, which transforms the flat product backlog into a meaningful picture of work.