Release Planning Toolkit

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Confirm your organization promotes Agile team management where appropriate, by performing sprint and Release Planning; ensuring roadblocks are addressed; facilitating ceremonies and project retrospectives; and supporting the Product Owner in managing customer expectations for project backlog and deliverables.

More Uses of the Release Planning Toolkit:

  • Organize and facilitate Project Planning, daily stand up meetings, review, retrospectives, sprint and Release Planning, demos and other meetings.

  • Ensure you listen; lead the creation, management, and prioritization of the Product Roadmap, features and backlog in order to drive Release Planning for the technology, engineering and insights teams.

  • Audit: test drive high quality, self documenting code using pair programming practices, Agile principles, clean code techniques, solid and other Software Design principles.

  • Be accountable for leading, facilitating and communicating iterative team activities for understanding project/product vision and milestones, establishing and leading team retrospection and learning, and product / project development through platform configuration or custom Software Development.

  • Coordinate: Scope Management, by supporting or directly controlling Change Management activities, and by participating in business Requirements Development, program increment planning, sprint review, and Release Planning.

  • Make sure that your venture elicits requirements for small to medium projects and translates requirements into specifications to be used by the Software Development teams.

  • Manage schedules and overall project organization to ensure requirements and project deliverables are clearly communicated, understood and executed against.

  • Be accountable for ensuring the best possible performance, quality, and responsiveness of the applications and Identify bottlenecks and bugs, and devise solutions to problems.

  • Support and communicate with Product Performance Team, especially with respect to escalated production support concerns and communication around product releases.

  • Maintain a Knowledge Management repository and historical record of communication responses and artifacts, which is continuously updated based on development activities and new business requirements.

  • Revise, recommend, and maintain a Change Management and Release Management plans, policies, processes, and procedures that reflect ITIL best practices.

  • Organize: actively monitor project risks and scope to foresee / identify potential problems and proactively identify solutions; identify refinement opportunities and deliver improvements.

  • Drive discipline across the Product Teams for Release Planning and Scope Management to ensure releases are delivered to time, scope and Quality Standards.

  • Secure that your project organizes and facilitates daily stand up meetings, review, estimation, retrospectives, sprint and Release Planning, demos, burn down tracking and other Scrum related meetings.

  • Establish networking environment by designing system configuration; direct system installation; defining, documenting, and enforce system standards.

  • Ensure your organization develops, implements and monitors metrics for process effectiveness and efficiency, ensuring smooth integration between all key stakeholder groups at a process, people and tool level.

  • Organize and facilitate working sessions across Scrum teams, as Initiative refinement, dependency and User Story Mapping, and Release Planning.

  • Provide coaching to Product Owners on Scrum teams, specifically on practices as defining features, authoring User Stories, acceptance criteria, User Acceptance Testing, Sprint Planning and Release Planning,etc.

  • Apply independent, technical and procedural knowledge to ensure that systems are developed pursuant to organization standards and project requirements.

  • Support DevOps techniques as Continuous Improvement, Release Planning, Continuous Integration, Continuous Delivery, continuous testing, and Continuous Monitoring and feedback.

  • Organize and facilitate Project Planning, daily stand up meetings, review, retrospectives, sprint and Release Planning, demos and other Scrum related meetings.

  • Secure that your organization governs the change and Release Management processes end to end in a multi provider environment with internal and external Service Delivery teams.

  • Organize and facilitate daily stand up meetings, demos, retrospectives, sprint and Release Planning, and other Scrum ceremonies related to completing project initiatives.

  • Supervise: work closely with customers, Business Analysts, and team members to understand business requirements that drive the analysis and design of quality technical solutions.

  • Arrange that your enterprise adheres and contributes to improvements to the release process that support quality releases and minimize risk to the production and non Production Environments.

  • Coordinate: design and implement system changes in a manner to support interoperability with future development efforts and in an open architecture manner, allowing for reuse of common objects across modules.

  • Establish that your organization establishes and communicates release expectations, milestones and release activity progress; provides reports for and across all involved teams and stakeholders.

  • Provide instruction and architecture coordination to Software Engineers on how to incorporate new features or functions into existing software or in the design of new products.

  • Facilitate Release Planning and scheduling by providing empirical Scrum team statistics, identifying project dependencies, and creating velocity forecasts.


Save time, empower your teams and effectively upgrade your processes with access to this practical Release Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Release Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Release Planning specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Release Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Release Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are Release Planning vulnerabilities categorized and prioritized?

  2. What baselines are required to be defined and managed?

  3. What are the expected Release Planning results?

  4. What happens if you do not have enough funding?

  5. How do you gather the stories?

  6. In the case of a Release Planning project, the criteria for the audit derive from implementation objectives, an audit of a Release Planning project involves assessing whether the recommendations outlined for implementation have been met, can you track that any Release Planning project is implemented as planned, and is it working?

  7. What Release Planning data should be collected?

  8. What stupid rule would you most like to kill?

  9. What qualifications do Release Planning leaders need?

  10. Should you invest in industry-recognized qualifications?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Release Planning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Release Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Release Planning Self-Assessment and Scorecard you will develop a clear picture of which Release Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Release Planning Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Release Planning projects with the 62 implementation resources:

  • 62 step-by-step Release Planning Project Management Form Templates covering over 1500 Release Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Release Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Release Planning project team have enough people to execute the Release Planning project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Release Planning project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Release Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Release Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Release Planning project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Release Planning project with this in-depth Release Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Release Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Release Planning and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Release Planning investments work better.

This Release Planning All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.