Recap of Initial Expectations
Give a brief synopsis of the event. Include aspects like plans, timelines, and deliverables if applicable.
Recap of Outcome
Summarize the incident. What happened compared to what should have happened? Provide context so other team members can understand.
Do any key stakeholders have discussion points to contribute? Share this template before the post-mortem meeting to gather feedback.
Roadblocks & Risks
What barriers or unexpected obstacles arose that changed the outcome of this event?
Identify the main cause of each issue above. Be specific. Were objectives clear? Was the schedule realistic? Did any changes in scope occur?
Summarize the key insights from this post-mortem. How can we ensure this incident doesn't happen again? What should we do differently next time?
List any additional resources that can help the team address all risks and root causes identified.
What can be done now? Who is responsible? Clarify any next steps, who's completing them, and when they should be done by. Note this information here to share.
Start with an open-ended question. How was last week? What’s been working well for you lately?
Celebrate Wins & Lessons Learned
What have we accomplished since our last meeting? Note progress on important initiatives.
How can we be better? Highlight lessons learned from the previous week.
What (if anything) is stopping—or slowing down—your progress? How can we remove that roadblock? What support do you need?
Plan to remove specific roadblocks and create action items.
Two-Way Evaluation and Feedback
How are we doing? How can we work together more effectively?
Provide time for open discussion. Is there anything else you want to talk about?
Should we schedule another one-on-one? Review any action items arising from the one-on-one.
What is the main purpose of this sprint? Define key objectives below.
What user stories match the sprint goal? Share this with your team prior to the meeting so they can contribute. Break each user story down into individual tasks. Make sure each task has as much information as possible. Include important metrics.
Epics to be Delivered
List out the epics that we're planning to start or deliver during this sprint.
Scope of Work Clarification
Revisit your definition of "done." Decide on the acceptance criteria that will be used to determine when each individual task is complete. Make sure all of this realistically aligns with your team's capacity.
Key Risks & Concerns
What potential issues could come up based on the goal and sprint backlog? How can we solve them? Does the scope of work allot enough time for unexpected issues?
Notes and Takeaways
What were the main insights and discussion points from this sprint planning session?
Get verbal confirmation from your team about the next steps to be taken. Clarify who's completing them and when they should be done by. Note this information here to share and assign.
How will we keep in touch and stay up-to-date about progress? Should we schedule a follow-up meeting?