Make a planning release in agile

planning release – release planning
planning release – release planning

Some agilists don’t always like this concept but sometimes the context imposes to have to carry out planning release on the projects. We will see how to prepare releases in agile.

Prerequisites for the release planning

 To make a planning release, it’s necessary to begin by knowing all the prerequisites to do it.

1/ Objectives and dates

Indeed, some companies don’t want to go beyond deadline concepts. So, it’s necessary to clarify concretely what the objectives of the release will be.

In case of delay compared to the planned schedule, these are the objectives that will allow us to make any choices on the user-stories to be removed or not; but we try that the delivery delay will be accepted by management.

I strongly advise to display these release objectives on a board dedicated to the release so that all elements concerning the release are visible to everyone.

The Release Board to do our planning release that we will see below can be done for various purposes listed below:

  • look for a landing date for the project
  • define the resource requirements to go to the required release date
  • validate or invalidate that the desirable delivery date is realistic
  • define the content that could be delivered at the required release date


2/ Determine the elements of the release backlog

When the objectives are defined as well as the possible date of delivery, it is necessary to define all the elements that we would like to see in this release.

However, if all the elements of the release are not yet estimated (which will normally be the case), it’s possible that the list comes to be modified when you have estimated everything.


3/ Estimate all elements of the release

I advise you to consider doing an Extreme Quotation that will estimate more user-stories in a minimum of time. The goal of the workshop will be to have an estimate to imagine the contents of the sprints of the release.

If you trigger large Product Backlog Refinement, you will do too much effort on each of the user-stories whereas they may never be developed in the future.

Extreme Quotation will not prevent you to do Product Backlog Refinement in the future when the user-story will be more mature to be developed.


Article: Let’s estimate with Extreme Quotation

4/ Have a fixed duration of Sprint

It’s essential to have fixed sprints and to determine the sprints duration during the realization of your release. This stability is essential to be able to do your planning release.


5/ Can calculate the capacity of the next sprints

To make our release, it will be necessary to be able to calculate the capacity of the next sprints.

However at the beginning of the project, you have no idea of ​​the capacity to do; I advise you to ask the developers to propose a first sprint they would be able to achieve to get an idea of ​​the capacity to do the first sprint. We will deduce the capacity to do each sprint of the release.

Search for the capacity to do of agile developers - schedule release - release planning
Search for the capacity to do of agile developers – schedule release – release planning

Les user-stories mises par les développeurs étaient uniquement pour se faire une idée de la capacité de faire, mais le Product Owner pourra revoir leur emplacement à la suite de cet exercice.

The user-stories put by the developers were only to get an idea of ​​the capacity to do, but the Product Owner may review their location following this step.

Determine a schedule release

Here is for example the representation of our planning release that it’s very simple to achieve:

planning release – release planning
planning release – release planning
With this type of board, we quickly understand the progress of the work that is expected. However, on an agile project, we know that the scope will be able to change over time and that the basis of the exercise is to look for a landing date, to define the necessary technical resources or to validate an imposed date. And not to plan some months of work.

Remember: it will respect the development capacity of each sprint to make this kind of board.

Sprint 1 = 30 allowed story point
the Sprint 2 = 33 allowed story point
Sprint 3 = 32 allowed story point
the Sprint 4 = 25 allowed story point
Total release = 120 story point

If you have a deadline for your release, then you will be able to see if you will need to remove requests to the release or if you are good at production capacity.

In case of need to remove requests, it will be necessary to respect firstly the objectives of the release to make the good choices.

Release tracking (planning release)

In general, we also put in place a release Burndown Chart that will show how our release progress. If we do a daily follow-up, we will be able to quickly know if the project is delayed or not compared to the initial estimate.

If the scope changes over time, which is supposed to be the case, don’t forget to update your Burndown Chart Release. It’s essential not to block at the initial scope.


Release is delayed (planning release)

If the team has not been able to issue as many requests as expected (requests in Done), we will have to make a choice on the strategy to take:

1 / Either review the landing date of our release and go without waiting to notify the stackholders or managers impacted.

2 / Adapt the content of the backlog of our release to always deliver on the expected date with the risk to degrade the content of the release.

However in agile, we would prefer the second method because a scope constantly lives and is never constant. Some will make an exception if there is a MVP (Minimum Viable Product) set and it is not reached.

Here’s how to mark the new landing on a Burndown Chart:



revision planning release
planning release revision (blue line is the revision) – release planning

Conclusion : planning release

Now, you have all the elements in your hands to be able to make a planning release with your teams. Don’t hesitate if you have any questions about this planning release.


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About Judicaël Paquet 368 Articles
Judicaël Paquet (agile coach and senior devops) My Engagements in France and Switzerland: - Crafting Agile Transformation Strategies - Tailored Agile Training Programs - Raising Awareness and Coaching for Managers - Assessing Agile Maturity and Situational Analysis - Agile Coaching for Teams, Organizations, Product Owners, Scrum Masters, and Agile Coaches Areas of Expertise: Scrum, Kanban, Management 3.0, Scalability, Lean Startup, Agile Methodology.

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