14 Effective Sprint Planning Points Checklist

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Deepak Sharma

Aug 9, 2023


5 min read

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Introduction to Sprint Planning

Let’s imagine you have a big puzzle to solve with your friends. Sprint planning is like getting ready to work on that puzzle together.

First, you all sit down and look at all the puzzle pieces you have. These pieces are similar like the tasks you need to do for a project. You give a picture of how the puzzle should appear when it’s completed, just like how you discuss what you want your project to look like when it’s finished.

Then, you decide how many pieces you can work on in a short time, like a week. This short time is called a “sprint.” It’s like saying, “Let’s see how many pieces we can put together in one week.”

You take the pieces you can work on during that week and put them in a special area. This is like setting up your work for the week. Everyone knows what they’ll be doing and what their role is, just like how you know which pieces of the puzzle you’ll work on.

During the week, you and your friends work on your pieces. At the end of the week, you come back together and show what you’ve done. It’s like putting your puzzle pieces together and seeing how much of the picture you’ve completed.

Sprint planning helps you and your friends organize the work, make progress, and see how the project is coming along. It’s like working on your puzzle step by step, and at the end of each sprint, you get to see how much closer you are to finishing the big picture!

This is a very effective way of getting the work done faster.

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Boons of Sprint Planning

  • Clear Focus: Sprint planning helps everyone know exactly what tasks need to be done.
  • Prioritization: It helps decide which tasks are more important to work on first.
  • Team Collaboration: Everyone in the team talks and plans together, which helps in teamwork.
  • Short-Term Goals: It breaks the project into small, manageable parts called sprints.
  • Better Time Management: You decide how much work to do in a short time, like a week.
  • Less Confusion: Everyone understands their tasks and what the project should look like.
  • Progress Tracking: You can see how much work is done after each sprint.
  • Adaptability: If something changes, you can adjust the plan in the next sprint.
  • Efficiency: It helps to get things done step by step and not get overwhelmed.
  • Transparency: The whole team knows what’s happening and what’s left to do.

14 Points Checklist for Effective Sprint Planning

  1. Backlog Refinement: Ensure that the product backlog is up to date and prioritized. The team should have a clear understanding of the items at the top of the backlog and their requirements.
  2. User Stories: Break down larger tasks into smaller user stories with clear acceptance criteria. This will make it easier for the team to estimate and plan their work during the sprint.
  3. Estimation: Have a shared understanding of how the team will estimate the effort required for each user story. Common estimation techniques include story points or time-based estimates.
  4. Capacity Planning: Know the team’s capacity for the upcoming sprint. Consider any planned time off or external commitments that might impact the team’s availability.
  5. Dependencies: Identify and address any dependencies that may impact the team’s ability to complete certain user stories. Resolve or mitigate these dependencies before the sprint planning meeting.
  6. Team Alignment: Ensure that the entire team, including product owners and stakeholders, are aligned on the sprint goals and priorities.
  7. Definition of Done: Revisit and clarify the “Definition of Done” to ensure everyone understands the quality standards expected for each user story.
  8. Review Previous Sprint: Analyze the results of the previous sprint, including completed user stories, velocity, and any issues faced. Learn from the past to improve the future.
  9. Sprint Goal: Define a clear and concise sprint goal that outlines what the team aims to achieve during the upcoming sprint.
  10. Timeboxing: Set a specific time limit for the sprint planning meeting to ensure it stays focused and doesn’t drag on.
  11. Facilitator: Appoint a facilitator for the sprint planning meeting to guide the process and keep the team on track.
  12. Communication: Encourage open communication and collaboration during the planning meeting. Ensure everyone’s voice is heard, and all concerns are addressed.
  13. Tools: Ensure that any necessary tools or software for tracking and managing the sprint are ready to use.
  14. Adjustment: Be flexible and prepared to make adjustments during the sprint planning meeting if unexpected issues or changes arise.

Tips and tricks

Some tips and tricks for each of the points mentioned earlier:

Backlog Refinement:

  • Tip: Schedule regular backlog refinement sessions to keep the backlog up to date and well-prioritized.
  • Trick: Use techniques like the “Four Ds” (Delete, Delay, Delegate, Do) to prune the backlog of unnecessary items.

User Stories:

  • Tip: Collaborate with stakeholders to create user stories that clearly define the value and functionality of each feature.
  • Trick: Incorporate the INVEST criteria (Independent, Negotiable, Valuable, Estimable, Small, Testable) to ensure well-formed user stories.


  • Tip: Use a reference story that the team is familiar with as a baseline for estimating new stories.
  • Trick: Consider relative estimation using story points, which allows for more accurate comparisons between different tasks.

Capacity Planning:

  • Tip: Account for non-development tasks like meetings and administrative work when calculating the team’s capacity.
  • Trick: Use a visual capacity planning board to allocate team members’ time and visualize potential bottlenecks.


  • Tip: Maintain a clear dependency tracking system that identifies the nature and impact of dependencies.
  • Trick: Hold regular sync-up meetings with other teams to discuss and resolve dependencies proactively.

Team Alignment:

  • Tip: Conduct a pre-planning meeting with product owners and stakeholders to align on sprint goals and priorities.
  • Trick: Create a shared document or board where everyone can see and contribute to sprint goals and priorities.

Definition of Done:

  • Tip: Involve the team in periodically reviewing and refining the “Definition of Done” to ensure it remains relevant.
  • Trick: Incorporate both functional and non-functional criteria (e.g., testing, documentation) into the definition.

Review Previous Sprint:

  • Tip: Analyze both successful and unsuccessful aspects of the previous sprint to identify areas for improvement.
  • Trick: Hold a retrospective meeting to openly discuss what went well and what could be done better in the future.

Sprint Goal:

  • Tip: Craft the sprint goal as a clear and concise statement of what the team aims to achieve by the end of the sprint.
  • Trick: Ensure the sprint goal is realistic and achievable within the sprint’s timeframe.


  • Tip: Set specific time limits for each section of the sprint planning meeting to maintain focus and avoid overruns.
  • Trick: Use a timer or countdown to keep the meeting on track and prompt transitions between agenda items.


  • Tip: Choose a facilitator who is skilled in keeping discussions productive and inclusive.
  • Trick: Rotate the facilitator role among team members to encourage a variety of perspectives.


  • Tip: Create an environment where team members feel comfortable sharing concerns and ideas openly.
  • Trick: Use visual aids like charts and diagrams to enhance communication and understanding during discussions.


  • Tip: Familiarize the team with the chosen tools to avoid wasting time during the sprint planning meeting.
  • Trick: Provide training sessions or resources for any new tools being introduced.


  • Tip: Be prepared to adapt the sprint plan if new information or challenges emerge during the planning meeting.
  • Trick: Have a contingency plan in place for dealing with unexpected changes, such as reprioritizing tasks or adjusting timelines.


Sprint planning, as said before, is an effective way to target your plans and take a look at your progress. Just like having a map on a road trip, sprint planning keeps us on track and lets us adjust if we need to.

Sprint planning ensures successful project execution along with proper time management. Due to its approach, your teammates are guaranteed not to feel overwhelmed.

Sprint Planning templates follows a structured approach making it easier for it to be transparent and efficient. With these tips and tricks up your sleeve, you will be able to execute any project flawlessly.

Can we change the tasks during a sprint if we realize they’re not working?

Absolutely! Sprint planning is flexible. If something isn’t working, you can adjust and choose new tasks that will lead to success.

Is sprint planning only for big projects or can it be used for small tasks too?

Sprint planning is versatile. It can be used for various tasks, whether big projects or smaller tasks. It helps you stay organized and achieve your goals efficiently.

How does sprint planning make a project feel more like a team effort?

Sprint planning involves everyone’s input, creating a sense of ownership and collaboration. It’s like each team member bringing their own ingredient to a recipe.

Can sprint planning help when the project’s goal isn’t clear at the beginning?

Absolutely! Sprint planning allows you to adjust as you go, just like steering a ship in changing waters. It helps you find the right direction even if the destination is unclear.

Can sprint planning help prevent the feeling of being overwhelmed?

Definitely! Sprint planning breaks tasks into manageable parts. It’s like dividing a big book into chapters, making it easier to read and understand.

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