CAPACITY AND SPRINT PLANNING

The details of each worksheet are mentioned below

Definition
The “Definition” sheet is the first sheet where you will configure the sprint for Capacity Planning
This sheet have 6 sections to define
1 Team Define the Team Name and Focus Factor
2 Current Sprint Sprint Name and Cadence
3 Holiday List List of Holidays fall under the sprint duration
4 Ceremony Time Capture the time for each ceremony or planned meeting
5 Team Member Team Members Name, Role and their allocation % to the Project
6 Individual Vacations Capture individual planned vacation time.
Note : There will be some default values when you are using it for the first time. Please change it accordingly

Analytics
The Sheet has the pivot table that you may need to refresh after any change on the definition sheet

Capacity
This Sheet is the Final output of the planned capacity. It’s a View only a Sheet to calculate and represent the capacity. If any changes are required, please change the definition sheet.

Sprint Planning
This sheet is you can use to plan your sprint my adding committed stories, with the task hours estimated by each team member, This Sheet will auto calculate the Planned Capacity and commitment Hours, with a graphical representation of utilization, and visual warning on over-commitment

Estimation Accuracy
This sheet is to use on the last day of the sprint or after the sprint closure, to calculate Over and Under Estimation

SPRINT PLANNING SUMMARY-REPORT TEMPLATE

This is a raw template to prepare your Sprint Planning summary report.
Check the sample report as product image for reference
for any clarification write us at [email protected]

Key Sections

1. Sprint Goal
2. Sprint Duration
3. Sprint Schedule
4.  Capacity Utilization Summary
5. Task Hour Distribution
6. Commitment Summary
7. Committed Story details

SCRUM METRICS – EXCEL TEMPLATE

This Template is prepared to create and manage Scrum Metrics and KPI. See more details below.

Available Metrics
1	Commitment Reliability		Shows the percentage of story points completed against its commitment for every sprint. With Trend record among last 6 completed sprints.
2	Capacity Utilization		Represent the team capacity in hours and committed hours for each sprint, measured in effort hours. With Trends among the last 6 sprints
3	Velocity		Represents a total number of story points completed each sprint, with trend analysis for the last 6 sprints.
4	Velocity Fluctuation		Represents the velocity variance from average with relation to max and min tolerance.
5	Scope Change		Sprint over Sprint, for Last 6 sprints, the amount of story points added to the sprint or amount of story points removed from the sprint, After Sprint Started.
6	Defect Leakage		Amount of Defects detected after development, You can calculate it as defects detected by the development team Vs Defects detected by the Product Owner / or UAT.
7	Effort Estimation Variance		Effort estimated Vs Actual shows Overestimation hours and underestimation hours
8	Backlog Health		Shows the health of backlog in as a total number of Story Points available in backlog Vs Average Velocity (last 6 months). The speedometer shows the current backlog health is below 1 time of Average Velocity, at least 1 time of Average velocity, at least 2 times of average velocity or more than 3 times of average velocity.

CAPACITY AND SPRINT PLANNING AND TRACKING – 2 WEEKS ITERATION

This Template is prepared for Plan your team capacity and optimize your commitment during Sprint Planning, and track your sprint Execution
Limitations
Max Team Member 15
Sprint Duration 2 Weeks
Holiday Rule Team Holiday Override – Individual Holiday

Definition
The “Definition” sheet is the first sheet where you will configure the sprint for Capacity Planning
This sheet have 11 sections to define

• Team Define the Team Name and Focus Factor
• Current Sprint: Sprint Name and Cadence
• Holiday List: List of Holidays fall under the sprint duration
• Ceremony Time: Capture the time for each ceremony or planned meeting
• Team Member: Team Members Name, Role and their allocation % to the Project
• Individual Vacations: Capture individual planned vacation time.
• Default Sub Tasks: Possible Subtask the team will be working on
• Task Flow Status: Status of subtask in their from start to end
• Task Status: treat as Done Last status of the task workflow
• Starting Task Status: First Status pf the work flow
• Stories to Plan: List of initial stories to be planned, for quick population

Note : There will be some default values when you are using it for the first time. Please change it accordingly

Analytics
The Sheet have the pivot table that you may need to refresh after any change on definition sheet

Capacity
This Sheet is the Final output of the planned capacity. It’s a View only Sheet t calculate and represent the capacity. If any changes required, please change on the definition sheet.

Planning & Tracking
This is the main worksheet, where the team will Plan their work and update during sprint Execution

Tracking Data
This worksheet is for Internal Calculation and Chart Population. Do not Change

Planning Summary
Story and Task distribution analysis among team members monitor the optimal capacity Utilization

Sprint progress Summary
A Quick dashboard for tracking the sprint progress Burn Down chart, Burnup chart, Capacity Utilization etc

Estimation Accuracy
This sheet is to refer on the last day of the sprint or after the sprint closure, to check the Over and Under Estimation

Master Format
The master Sheet for copying the Formula and Formats to create rows in Planning & Tracking

Change Request

If you need any changes – drop us a mail at [email protected] – with a nominal fees we will make the changes for you.