Web Age Solutions Inc
Providing Technology Training and Mentoring For Modern Technology Adoption
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US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887
Course #:WA2078

Agile Planning and Estimation Training

This course takes a deeper dive into the topic of Agile Planning at the Program Level and at the Release Level. Many teams struggle with the topic of ‘Just Enough’ upfront requirements, ‘Just Enough’ upfront sizing and design and ‘Just Enough’ planning so this course is dedicated to demystifying these concepts and walking through practical real world approaches to successful Agile planning.

Participants will learn about the 6 levels of planning and then dive deeper into levels 3,4,5 (Product, Release and Iteration planning) with a heavier focus on answering questions such as:

  • ‘How do I define a clear product Vision and Roadmap that spans multiple releases?’
  • ‘How do we plan for large Program with multiple teams?’
  • ‘How do we identify the right level of requirements upfront and size them without going into the details?’
  • ‘How can we account for architectural and non-functional requirements as part of our planning?’
  • ‘How does Agile work with fixed scope and fixed time projects?’
  • ‘How do we slice and breakdown requirements into smaller chunks in a release and prioritize/order them the right way?’
  • ‘What are some new Agile metrics we can track for Agile Projects?’

What you will learn

  • Challenges with Traditional Planning and Estimation
  • What is Agile and Why?
  • The 6 Levels of Planning
  • The Agile Lifecycle Diagram – What Happens When?
  • Skipping Planning and Iteration 0 (foundation)
  • Agile Teams (Single, Program and Portfolio view)
  • Agile Project Initiation Activities
  • Product Visioning – What Does ‘Done’ Look Like?
  • Strategic/Value Alignment
  • Understanding the Levels of Agile Requirements
  • Initiatives, Themes, Features, Stories, Details
  • Building the Master Backlog
  • Techniques for Slicing BIG Epics
  • Identifying Architectural and Non-Functional Items
  • Agile Prioritization Techniques
  • Roadmap Prioritization vs. Release Ordering/Sequencing
  • Business Value Buckets/Points
  • Kano and Moscow
  • Dependency Sequencing
  • Biggest Bang for the Buck
  • Techniques for Sizing Epics
  • Roadmap vs. Release Planning
  • Team Structures and Capacity
  • Understanding ‘Pull’ vs ‘Push’
  • Estimating Initial Velocity
  • Developing Initial Iteration Estimates
  • Getting Feedback on Estimates after Executing
  • Sprint 0 – The Foundation Iteration
  • What is ‘Just Enough’ Design?
  • What are Spikes?
  • Responding to Change - Continuous Grooming of the Plan
  • Fixed Time/Budget/Scope/Everything Projects
  • Agile Metrics – What Do We Measure?


Program Managers, Agile Project Managers/ ScrumMasters, PMO, Business Sponsors and Product Owners, Architects and Technical Leaders, Executives, and Managers interested in learning more about Agile Planning.


3 Days

We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.
US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887