Effective Iteration Planning



The purpose of client meeting is to review what you did.


The purpose of client meeting is to plan what you're doing next.

Backlog to Task Board Flow

This is a lot to do in one hour.

How to Meet Effectively: Focus

  • Good: writing scenarios and user stories, defining acceptance and user tests, sketching UI flow
  • Bad: reviewing details of the current app, creating detailed UI mockups, creating an app wish list, discussing technical options,
  • Get conversations back on track by repeatedly asking
    • What scenario is this for -- and is that most important?
    • What user test results are we try to achieve?

How to Meet Effectively: Be Realistic

  • Expanding a user story means defining
    • at least one acceptance test: a concrete example with real data, input conditions, and output results
    • at least one user test: a user task scenario, and measure of success or failure
    • any changes to the user interface, all changes to user flow
  • At 5 minutes per item, that's 15 minutes for one user story.

Iteration Planning Progress Chart

Don't check yes until you have data (story, sketch, ...) in hand, on paper, or online.

How to Meet Effectively: Timebox

  • Have a big visible schedule and clock.
    • Same schedule can work for every meeting.
    • Leave 5 minutes at the end for note-taker to repeat user story development goals and priorities.
    • Work it out with the client.
  • Get a good, loud, countdown timer app.
    • Have note-taker be in charge.
  • Keep a parking lot document open for notes on discussions to continue later by another channel.