10 Examples of Dash Planning Templates

Efficient dash planning is essential for agile challenge administration and scrum frameworks. It aligns challenge managers and crew members as they decide which duties to finish within the dash and the way the work will likely be delivered. 

Beginning with a dash planning template makes this course of a lot simpler. Whether or not you’re new to agile challenge administration or simply wish to enhance the best way your initiatives are run, the dash templates under will preserve your complete crew on the identical web page throughout dash planning and the dash as a complete. 

1. Jira’s Dash Planning Assembly Template

This dash planning assembly template from Jira makes it simple so that you can set dash objectives and plan your crew’s capability. It’s designed so as to add extra construction to your dash planning conferences and set expectations for the upcoming dash. 

The template additionally features a part to summarize the earlier dash—together with the beginning date, finish date, dash theme, story factors, and what was achieved. 

For challenge groups already utilizing Jira to handle work, you possibly can even use the template to hyperlink on to your velocity reviews. This characteristic makes it simpler to grasp how everyone seems to be contributing to the dash and the way a lot work they’ll deal with throughout the subsequent dash. 

Probably the greatest components of this template is the capability planning part. You need to use data out of your earlier sprints to assist estimate your projected crew capability in addition to the capability of every member. 

Jira’s dash planning assembly template features a part for crew assets as properly. You possibly can add useful hyperlinks on to dash boards and dash retrospectives, in addition to any key phrases or tips that can assist outline success within the dash. 

2. Smartsheet’s Dash Planning Template

Like most Smartsheet templates, this dash planning template takes primary spreadsheet options and brings them to the subsequent degree. 

It’s a fully-featured spreadsheet that helps challenge managers plan, set up, and execute every dash. You need to use it so as to add duties, begin dates, and finish dates and to assign work to particular crew members. 

The template can also be extremely visible, so you should use it to check earlier sprints and upcoming sprints on the identical time with out having to bounce backwards and forwards between a number of paperwork. 

Smartsheet has an built-in completion standing that may be connected to every characteristic and activity. The duty period will robotically be calculated for every activity upon completion. 

Along with the dash planning doc, you’ll additionally get a Gantt chart included with the template. This adjusts robotically as knowledge will get added to the sheeting—supplying you with a real-time visible replace of your crew’s progress. 

Even for those who’re not utilizing Smartsheet, you possibly can obtain the template for Excel or Google Sheets.

3. Asana’s Dash Planning Template

Asana’s dash planning template is arguably probably the most versatile instance on the listing. It may be used for any agile challenge or crew utilizing a Scrum framework. 

Total, the template is designed to assist agile groups resolve which duties must be prioritized probably the most throughout the subsequent dash. It’s primarily based on particular person capability, complete crew bandwidth, and duties that matter probably the most to your total challenge objectives. 

The nice half about Asana’s dash planning template is that it may be organized and visualized in a number of methods. Your crew can view the dash plan as a listing, timeline, calendar, or Kanban board. It additionally has color-coded tags that may be personalized to trace essential challenge particulars, together with your story factors, activity priorities, and product phases.  

Asana’s dash planning template integrates seamlessly with different instruments you could be utilizing, like Zoom, GitHub, Jira, and Slack. 

Any related paperwork for the dash or challenge could be connected on to the doc as properly. 

Undertaking managers even use this template to see the standing of every deliverable, making it simple to share updates with stakeholders in-real time earlier than or after the dash planning periods. 

4. Hugo’s Dash Planning Template

Hugo is a flexible piece of software program that’s particularly designed to make conferences extra productive. It has a variety of assembly templates, collaboration instruments, and integrations to assist preserve groups on monitor and make fashionable conferences simpler. 

So it ought to come as no shock that Hugo has an glorious template for dash planning. For those who use this template instantly by means of the platform, you possibly can seamlessly combine it with greater than 20 different enterprise apps that you simply’re probably utilizing to assist handle your challenge. 

The template has eight key sections to assist challenge managers and crew members get aligned.

• Dash Objective — Outline the primary goals and key function of the dash.
• Dash Backlog — Decide which consumer tales match the dash aim.
• Epics — Record of all epics that needs to be delivered throughout the upcoming dash.
• Scope of Work Definition — Make clear your definition of “accomplished” for the duties on this dash.
• Dangers and Issues — Establish potential points that would come up throughout the dash and the way these issues could be solved. 
• Notes — Summarize the important thing takeaways from the dash planning assembly. 
• Motion Steps — Present affirmation to the crew about what must occur subsequent.
• Comply with-Up — Decide how everybody will replace their standing all through the dash. 

The way in which Hugo designed this template makes it extremely versatile. Even non-technical groups can use it to align objectives and plan sprints extra successfully. 

5. Monday.com’s Scrum Dash Planning Template

Monday.com has a dash planning template that’s particularly designed for scrum groups. Total, it’s laid out to hit a number of key factors of any profitable dash—planning, execution, monitoring, and reporting. 

The template is visible and totally customizable. You need to use it so as to add in all your challenge’s motion gadgets after which reorder them primarily based on the priorities of every dash. 

When you’ve created a tailor-made plan primarily based on the precedence ranges of your duties, you possibly can assign crew members to every motion merchandise with a single click on. The entire progress could be monitored at every stage of your dash and challenge. 

Scrum masters can make the most of Monday.com’s pre-configured automations for dash planning. For instance, you possibly can arrange automated alerts when a developer reaches a roadblock. Or you possibly can combine the template with Slack to alert groups when the standing of particular duties will get up to date. 

Monday.com’s scrum dash planning template makes it simple for groups to remain versatile and make changes all through every dash. Even for those who don’t end every part in your backlog, you possibly can seamlessly carry over duties to the subsequent dash with out having to re-enter the information or re-assign duties to crew members. 

6. Miro’s Design Dash Template

Because the identify implies, this Miro template is made for design groups. It was truly created by a visible design company primarily based on their expertise organizing and facilitating lots of of sprints with totally different shoppers. 

This distinctive method combines design dash planning with enterprise technique and innovation. It features a four-step template for planning sprints with hybrid or distant design groups. The steps embrace onboarding, alignment, options, and selections. 

Miro additionally provides a built-in timetable for brief sprints, with clear definitions of what’s going to occur on every day. 

The phases are damaged down into totally different design workshops. Every workshop consists of every part from materials displays to aim alignment, doodling, storyboards, and suggestions. It even consists of sections to consider potential roadblocks and how one can overcome these challenges. 

This is a superb dash planning template. However once more, it’s just for design groups. Builders, entrepreneurs, or different agile groups gained’t discover it helpful. 

7. Figma’s Dash Planning Template

Figma has a totally interactive dash planning template that will get everybody concerned throughout the assembly. You need to use it to simply prioritize new duties, set weekly schedules, and delegate obligations to your complete crew.

All that is managed in a single collaborative chart.

This template is ideal for groups which have huge initiatives with a number of phases. It helps lower the intimidation related to large-scale work, as every part is damaged down into easy and attainable duties for every dash. 

It features a warm-up characteristic, which is designed to organize for per week’s work upfront by wanting on the workflow forward of time. For agile initiatives, it’s simple to re-assign duties or change the precedence ranges of every activity because the scope of the dash modifications. 

One other distinctive standout of this template is the power to set the bar larger to your crew. That is dealt with by means of community-built widgets that enable groups to move duties off to one another and energy by means of hurdles sooner. 

8. Asana’s Dash Retrospective Template

Dash retrospectives give groups an opportunity to replicate on earlier sprints. However they’re additionally an essential device for managing upcoming sprints, as you possibly can choose up the place you left off and enhance upon your errors.

This dash retrospective template from Asana permits groups to seamlessly transition from one dash’s reflections to the subsequent dash’s success. 

It supplies a transparent and visible construction to the retrospective assembly. Everybody can weigh in on what went properly, what didn’t, and the way they’ll enhance for the subsequent dash. 

This template helps save time because it’s repeatable for each dash. Based mostly on the insights out of your retrospective, you possibly can seamlessly transition right into a dash planning assembly. 

One other nice half about this template is its versatility. It really works for each agile dash retrospectives and scrum retrospectives. So it doesn’t matter what kind of challenge you’re working, this template may help you acquire priceless insights from earlier sprints as you’re planning the upcoming ones. 

9. Drag’s Dash Planning in Gmail Template

Drag is a novel device that’s designed to assist groups collaborate higher instantly from their inboxes. It comes with challenge boards, collaboration options, workflows, and productiveness instruments—instantly from Gmail. 

That is excellent for agile groups that don’t wish to have a number of tabs open as they’re working and wish to handle as a lot as potential through e-mail. 

Since many challenge requests and notifications are despatched through e-mail, Drag makes it simple to change between your inbox and challenge views on the identical display screen. It’s extremely visible and eliminates the necessity to bounce backwards and forwards between a number of instruments and platforms. 

The dash planning template could be added on to Gmail as a Chrome extension. From there, you’ll have a Kanban move of your challenge that’s pre-built for you. Now it’s only a matter of coming into your product backlog, which could be accomplished in a number of methods by means of your shared inbox. You possibly can even drag an e-mail out of your inbox into the plugin to create a activity within the backlog. 

Your entire sprints could be organized with totally different tags and colours for readability. Then you possibly can set a precedence degree and problem degree as properly, and align duties together with your story factors. 

Assigning duties to crew members throughout the strategy planning stage is extremely easy. It takes simply two clicks, and everyone seems to be notified through e-mail robotically. 

You need to use drag to connect hyperlinks, recordsdata, pictures, and different assets to playing cards throughout the strategy planning stage. It’s additionally simple to set deadlines, change due dates, and chat together with your crew throughout the planning course of and all through the sprints. 

10. Wrike’s Dash Planning Template

Wrike is finest identified for its highly effective challenge administration platform and crew collaboration instruments. However it additionally has built-in templates for agile groups, together with a dash planning template.

Like every good dash planning template, Wrike’s model is designed to do three principal issues—add construction to imminent sprints, prioritize duties, and optimize workflows. 

The template makes it simple to assign possession to every activity and helps maintain everybody on the crew accountable for his or her workloads. 

In contrast to different templates, Wrike’s model ensures you don’t set too many priorities for every dash. This ensures that you simply slim your focus to what actually issues for the dash, including extra readability to the crew and making certain the highest-priority duties truly get accomplished. 

Wrike’s dash planning template seamlessly transitions to a device for dash retrospectives. So you should use it to successfully replicate on how your sprints are being dealt with after which use that data to enhance in your upcoming dash planning.