Team Sprint Planning in the Resource Planning View

Abstract

How to do Sprint Planning using the Resource Planning view

Sprint planning is a major part of working in an agile team, as it helps to focus attention on getting certain tasks completed. Sprint planning comes down to a few key steps, from making sure your product backlog is properly groomed to distributing the work among team members.

You can use the Resource Planning view as a sprint planning and visualization tool. It shows you the available hours of each team member from the current date to the future, taking into account the work requirements of each team member, planned time off and/or other sprint duties that have been planned.

To plan sprints for your team:

  1. In Jira, create and prioritize your backlog of issues for your team.

  2. In each backlog issue, add the Original and Remaining Estimate in hours.

  3. Create the sprint in Jira and drag the desired backlog issues into it. 

  4. Use JQL to create a sprint filter that will capture all issues assigned to the sprint, including their Original Estimate and Remaining Estimate (in hours). This filter will be used in the Resource Planning view.

  5. In Tempo Planner, create a Tempo team that includes your scrum team members.

  6. Make sure that the team members are assigned to the correct workload scheme so you will have accurate capacity calculations, and also make sure that any holidays are taken into account, as well as any other time off.

  7. In the Resource Planning view, filter the resources by TEAM to view only your team. 

  8. Switch to the Weeks view to get a longer timeline, then select the planning period to be the sprint length, such as 2 weeks. You'll see the availability of each team member for the duration of the sprint.

  9. Configure the Issues side panel to select and display your JQL sprint filter on its own tab.

  10. Now you can plan the issues for each team member: drag and drop issues from the side panel onto each team member's timeline. You can even plan time for multiple team members on the same Jira issue. 

  11. To properly manage the capacity of each team member, you can move plans, copy plans, or split plans to distribute the work among the team members.

  12. If you also have Tempo Timesheets installed, team members can see their planned time in My Work and log their time directly to the plan. This provides accurate time tracking and allows for better estimates for future sprints by comparing planned vs actual hours.