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quarterly planning for scrum teams

Pre-Planning Activities

Review the outcomes of the previous quarter

Gather feedback from stakeholders and team members

Analyze metrics and performance data

Identify any blockers or challenges from the last quarter

Setting Objectives

Define quarterly goals aligned with organizational strategy

Prioritize objectives based on business value and team capacity

Ensure objectives are measurable and achievable

Backlog Refinement

Review and prioritize the product backlog

Conduct backlog grooming sessions with the team

Ensure user stories are well-defined and estimated

Identify any dependencies and risks associated with backlog items

Team Capacity Assessment

Evaluate team availability for the upcoming quarter

Consider vacations, holidays, and other time-off

Assess team skill sets and identify any training needs

Sprint Planning Preparation

Determine the number of sprints for the quarter

Set expectations for sprint lengths and review timelines

Assign roles and responsibilities for each sprint

Stakeholder Engagement

Schedule a meeting with stakeholders to present quarterly objectives

Gather input and insights from stakeholders on priorities

Ensure stakeholders understand their roles in the upcoming quarter

Documentation and Communication

Update relevant project documentation with quarterly plans

Communicate the plan to all team members and stakeholders

Establish regular check-in meetings to monitor progress

Retrospective Planning

Schedule retrospectives at the end of each sprint

Define what metrics will be used to evaluate success

Plan for continuous improvement initiatives based on feedback

Risk Management

Identify potential risks for the upcoming quarter

Develop a risk mitigation plan

Assign ownership for monitoring and managing risks

Final Review and Approval

Conduct a final review of the quarterly plan with the team

Get buy-in from all team members on objectives and commitments

Obtain approval from key stakeholders before execution

Execution and Monitoring

Kick off the quarterly plan with a team meeting

Set up a system for tracking progress towards quarterly goals

Ensure regular updates and adjustments are made as necessary

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