Sprint Planning with AI – Facilitation Checklist

Sprint Planning with AI – Facilitation Checklist

Purpose: Leverage AI to improve forecasting, workload balancing, and planning efficiency while keeping the process human-centered.

Tools Overview
  • 1. ChatGPT: Prompt-based story estimation, coaching, and sprint summaries
  • 2. ClickUp AI: Backlog refinement, estimation suggestions
  • 3. Jira AI: Forecasting, DoR validation, story analysis
  • 4. Tability AI: Sprint goal tracking, team sentiment
  • 5. Forecast by Tempo: Historical velocity and capacity analysis
  • 6. MS Copilot: Sprint summaries, meeting insights
  • 7. Power BI GPT: Visualize sprint risks and trends
Before Sprint Planning
  • 1. Backlog Refinement AI Suggestions Reviewed
Tools Use AI to: Output
ClickUp AI, Jira AI, ChatGPT
  • Recommend backlog prioritization
  • Detect story duplicates or dependencies
  • Suggest missing acceptance criteria
A cleaner, pre-prioritized backlog to discuss
  • 2. Story Estimations Prepared with AI Support
Tools Prompt Output
ChatGPT, Jira AI, GitHub Copilot “Estimate this story based on past items: [story details]” Reference estimate for discussion (not a decision)
  • 3. Historical Velocity Analyzed
Tools Output
Forecast by Tempo, Jira AI Assistant, Power BI AI Sprint capacity baseline
  • 4. Workload Balance Report Prepared
Tool Prompt Output
ChatGPT or AI dashboard from project data “How is work distributed across team members over the last 3 sprints?” Insights to avoid over/underloading individuals
During Sprint Planning
  • 5. AI as a Co-Pilot in Story Discussion
Use AI for: Prompt
  • Clarifying ambiguous stories
  • Offering risk signals
  • Generating edge case test scenarios
“What questions should we ask about this story?”
  • 6. Sprint Goal Suggestions from AI
Tools Prompt
Tability AI, ChatGPT “Suggest a sprint goal for these top 5 stories”
  • 7. Sprint Forecast Visuals Presented
Graphs to show: Output
  • Committed vs forecasted scope
  • Blocker risk areas
  • Capacity vs story point graph
Visual alignment of scope, velocity, and capacity
  • 8. Ready State or Definition of Ready (DoR) Checked with AI
Tool Prompt Output
Custom checklist + ChatGPT Prompt “Does this story meet the DoR: [include criteria]?” Auto-flagging of missing data, unclear descriptions, or risky assumptions
After Sprint Planning
  • 9. AI-Generated Sprint Summary Created
Tools Prompt Output
Notion AI, ChatGPT, MS Teams Copilot “Summarize sprint forecast, goal, and risks” Post-meeting doc shared with team & stakeholders
  • 10. Emerging Risk Patterns Logged for Inspection
Tool Look for: Output
Jira AI, Power BI GPT
  • Story spillover trends
  • Consistently underestimated items
Insights for future refinement and retrospectives
Scrum Master Reflection Prompts
  • 1. “How did the team feel about using AI in estimation?”
  • 2. “Was there any reduced interaction due to tool usage?”
  • 3. “Did we rely too much on AI, or did it truly support better conversations?”
Ethical & Human-Centered Use Guidelines
S.No Risk Description Mitigation Strategy
1 Over-reliance on AI estimates - Team may skip conversation and accept AI-generated effort blindly Use AI estimates as starting points, never as final decisions
2 Reduced team collaboration - AI suggestions may bypass team discussion, especially for remote teams Discuss AI outputs together before accepting or rejecting them
3 Loss of ownership - Team may feel disconnected if backlog is too “AI-refined” in advance Let the team revalidate AI-prepared stories and give space to challenge AI input
4 Data privacy in analytics - AI tools may analyze sensitive sprint data Ensure tools follow org’s data policy; anonymize if needed
5 Sprint Goal creativity reduced - AI-generated goals may sound generic Let the team refine and “own” the final sprint goal language
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