Sprint Planning Excel Template
Sprint Planning Template is an Excel tool for agile management. Ready-to-use spreadsheet to organize daily scrums and sprints. No installation needed.
Looking for an easy way to adopt agile project management? Well, look no further! This Sprint Planning Template lets you achieve that in Excel! Planning and tracking sprints do not have to be a cumbersome task anymore. You can use one single shared tool to be on top of everything.
With our Sprint Planning Management Tool, you may easily organize sprints and retrospective meetings while also assigning daily scrum teams and responsibilities. In addition, you may set goals, track the status of each task and eventually get things out of the backlog. Thanks to the customizable summary dashboards and Kanban view, you can have an executive summary of the status as well.
Sprint Planning Template Features
Helping you to adopt agile project management in your team, our Sprint Planning Template consists of 8 sections. These are:
Input Sections: 1.Navigation menu, 2. Settings, 3. Sprint Plan, 4. Backlog;
Output Sections: 5. Sprint Retrospective, 6. Kanban, 7. Sprint Dashboard 8.Comparison Dashboard
Now let’s carry on with the detailed explanations of each section.
1. Navigation Menu
The first section of the template help users to easily switch between each sheet. By clicking on each button, you may navigate to the relevant section of the template.
Here is where you start building the base settings of the template. Remember that your input here will be used in the rest of the spreadsheet. You will begin with including information on the team members such as their names, position, email & selecting inclusion in daily scrum, sprint plan and retrospective meetings.
You may include up to 50 different team members.
Under the ‘Status’ column, you will include the specific terminology of your team.
In the ‘Ticket Type’ column you may add up to nine different options. Similar to the other settings options, you will use the inputs here in the remaining parts of the template in form of dropdown options.
You can customize the priority settings according to the color selection. Just use the six cells for priority labels and assign the desired priority level to your liking of the available colors. These colors will be reflected on the Kanban board.
Speaking of the Kanban board section of the Sprint Planning Template, you can customize the Kanban content by using the setting options in terms of what information to be included in the Kanban. You may whether use name, ID, or name and ID. In addition, the second Kanban option gets the selections from the Backlog headings so you can further customize the Kanban information.
3. Sprint Plan
You will use this form for creating sprint goals, making relevant meeting notes, selecting a group of involved teams and creating a customized agenda. Just select your team using the dropdown options and fill in agenda information according to your needs. You may include up to 50 people together with their positions. You can also use this section during scrum meetings even to report the meeting participants.
This is the main input section of the template. According to the inputs here, the template will generate all the outputs automatically. Based on the ‘Creation date’ the first day of each sprint is estimated.
If you have tasks created on different dates, the earliest will be regarded as the sprint start date. Once you complete a task, just add the completion date in the relevant cell. Should there be any inconsistency or missing information in the data input, the template will automatically warn you by showcasing messages in the ‘Input Check’ column.
You just need to select the input from the dropdown menu for the columns sprint no, ticket type, responsible, priority, planned/or not, status. On the other hand, a simple manual input is needed for the other columns which are title, story points, creation date, completion date and additional notes – if any.
In addition, during the daily meetings, you may follow up on all the tickets from the backlog.
5. Sprint Retrospective
In this optional and informational section, you can easily prepare a retrospective of a completed sprint. This section will not affect the backlog but it can be great input during the following sprint planning. You can group tickets according to the team decisions. To increase flexibility, you may change the main categories by simply overwriting the pre-made headers. To customize this section, just use the option to decide on what information to be shown in the categories.
The first output section of the Sprint Planning Template is the Kanban Board. Kanban view offers you and your team a visual way to follow the current status. To customize the view, you may easily use the filtering options on top of the Kanban board. Available filtering options are sprint number, responsible person, ticket type and priority level. The template will list the tasks with no assigned status under ‘Backlog Queue’.
By clicking on the tiny arrow next to each task, you can quickly navigate to task details in the relevant Backlog part. Correspondingly, you can use this function for numerous reasons such as editing or updating a task or adding additional notes.
7. Sprint Planning Excel Template Dashboard
The second output section is the Single Sprint Dashboard. In this section, you can have an effective grasp of sprints. To customize the Sprint Dashboard, there are relevant filters on top of the sheet which are sprint number, ticket type and planned/not planned. In addition, by using the ‘Show By’ filter, you can decide whether to show dates or sprint date numbers.
8. Comparison Dashboard
The third and last output section is the All Sprints Comparison Dashboard. As the name suggests, this part of the Sprint Management Template is to compare sprints easily in one place.
Moreover, the filters for priority, entity type, and status on top the sheet will help you to customize the comparison dashboard – other than Sprint Velocity and Summary data. If the chart is based on priority, for example, then that specific chart will not be filtered by priority in particular.
Sprint Planning Excel Template Features Summary:
- Agile project management template
- Daily scrum, sprint plan and retrospective meeting teams
- Dynamic charts for visual analysis and executive summary
- Informational notes included
- No installation needed, ready-to-use
- Works both on Mac and Windows
- Compatible with Excel 2010 and later versions
- Does not include any VBA code or macros