Planning Meeting Preparation for Delivery Team Member

See Also

• planning-meeting
• planning-meeting-preparation-relationship-manager
• planning-meeting-preparation-project-manager

Owner

• delivery-team-member

When

• every Monday, before the Planning Meeting

Process for delivery-team-members

1. Go through your planning board Planning Board (by Client, mine): https://pwrp.plan.io/agile/board?project_id=s0&query_id=108

2. Update each ticket by setting/correcting/updating:

   1. status
   2. AC
   3. estimate

3. Plan your week, taking into account

   1. your availability
   2. the promises you made
   3. additional tasks that have been assigned to you

4. In case of conflict, you can

   1. discuss with the client (if you promised something yourself)
   2. discuss with the project-manager (in case of projects)
   3. discuss with the relationship-manager (in case of support tickets and T&M tasks)
   4. move tickets to the next week

5. Check your allocation in your board: https://pwrp.plan.io/projects/s0/agile/board?query_id=99

Checklist

• Ticket attributes are correct https://pwrp.plan.io/agile/board?project_id=s0&query_id=110
  • Status
    • no ticket on status new
    • no blocked ticket on status in progress
  • Tracker is correct (Meeting, Task, Support Ticket)
  • ACs
    • ACs are correct
    • next AC exists (for open tasks)
• Estimate
  • all tickets are estimated https://pwrp.plan.io/agile/board?project_id=s0&query_id=110
  • no ticket has actual times >= estimate https://pwrp.plan.io/issues?per_page=1000&query_id=111 (select sprint and scroll to the bottom of each section)
• your overall allocation is reasonable (roughly 70% of your availability for the week) https://pwrp.plan.io/projects/s0/agile/board?query_id=99