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Sprint Planning Checklist

Make a sprint planning checklist covering backlog readiness, capacity, the planning meeting and what to do straight after, with an owner for each stage.

  • Free
  • No sign-up to try
  • Works as you type
Stages and owners

4 stages, 19 steps

  1. 1. Backlog ready

    • Order the backlog so the most valuable items are at the top
    • Check each top item has acceptance criteria the team understands
    • Estimate the top items with the people who will do the work
    • Split items too big to finish in one sprint
    • Note items waiting on another team or a decision
  2. 2. Capacity and goal

    • List holidays, on-call duty and other commitments for each person
    • Work out available capacity from that list, not from a full sprint
    • Review what was finished last sprint and what carried over
    • Draft a sprint goal with the product owner
  3. 3. Planning meeting

    • Agree the sprint goal in one sentence
    • Pull items from the top of the backlog until capacity is reached
    • Break each item into tasks of a day or less
    • Name an owner for every dependency and risk raised
    • Leave room for bugs and unplanned work
    • Ask the team if the plan is achievable, and adjust if not
  4. 4. After planning

    • Update the board with the committed items and tasks
    • Share the sprint goal and scope with stakeholders
    • Confirm the dates for stand-ups, the review and the retrospective
    • Raise blocking dependencies with the teams that own them

Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.

See a worked example

How it works

How the Sprint Planning Checklist works

  1. 1

    Pick the stages

    Keep the stages you need and name an owner for each.

  2. 2

    Add your own steps

    Add steps specific to your team or product.

  3. 3

    Share the checklist

    Create a Room everyone ticks off together from one link.

Worked example

What it makes

  1. 1. Backlog ready

    The top of the backlog is clear enough to plan from.

    • Order the backlog so the most valuable items are at the top
    • Check each top item has acceptance criteria the team understands
    • Estimate the top items with the people who will do the work
    • Split items too big to finish in one sprint
    • Note items waiting on another team or a decision
  2. 2. Capacity and goal

    Know how much the team can take on, and why this sprint matters.

    • List holidays, on-call duty and other commitments for each person
    • Work out available capacity from that list, not from a full sprint
    • Review what was finished last sprint and what carried over
    • Draft a sprint goal with the product owner
  3. 3. Planning meeting

    The team commits to a goal and a realistic amount of work.

    • Agree the sprint goal in one sentence
    • Pull items from the top of the backlog until capacity is reached
    • Break each item into tasks of a day or less
    • Name an owner for every dependency and risk raised
    • Leave room for bugs and unplanned work
    • Ask the team if the plan is achievable, and adjust if not
  4. 4. After planning

    The plan is visible and the sprint starts cleanly.

    • Update the board with the committed items and tasks
    • Share the sprint goal and scope with stakeholders
    • Confirm the dates for stand-ups, the review and the retrospective
    • Raise blocking dependencies with the teams that own them

Who it's for

Who uses it

  • Scrum masters

    Run planning the same way every sprint.

  • Product owners

    Arrive with a backlog the team can actually plan from.

  • New agile teams

    Learn the steps of a good planning session.

Good to know

What to consider

  • Written for teams working in sprints; kanban teams can skip the capacity and goal stage.
  • Add your own steps for tools or rituals specific to your team.

Questions

About the Sprint Planning Checklist

Can I reuse it every sprint?

Yes. Make a Room for each sprint, or keep one Room and untick the steps at the start of each sprint.

Where do the steps come from?

From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.

Make your checklist now

Free, no sign-up to try. It becomes a Room you can edit, publish and share.

Create my checklist

Related

Related tools

  • Retrospective ChecklistMake a retrospective checklist for before, during and after the retro, so the team gathers facts, everyone is heard and the actions actually happen.
  • OKR Planning ChecklistMake an OKR planning checklist: look back at last period, draft objectives and key results, align with other teams, then check in and score.
  • Project Status Report GeneratorPaste your update or notes. Get a status report as one link: where the project stands, progress against the timeline, risks, blockers and the decisions needed, with an AI agent that answers stakeholders' questions.
All tools

WZRD turns a goal, a file or a website into a room people can explore, ask and act in, with an AI agent that answers by voice and text from your content.

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