Why Planning Poker Is More Than Just Estimation

By Troels Richter, founder of StoryPoint.poker

Introduction

In the dynamic world of software development, effective estimation is crucial for aligning expectations, planning, and prioritizing future work. However, the inherent uncertainties in the industry make this a challenging endeavor. Over the years, I've observed that Planning Poker is not merely a tool for assigning numbers to tasks; it's a collaborative exercise that fosters deeper understanding and engagement within teams.

Is Planning Poker Right for Your Team?

Whether you're new to Planning Poker or have been using it for some time, it's essential to assess its value to your team. For newcomers, the question is whether this method aligns with your team's dynamics and project requirements. For seasoned users, it's worth evaluating if you're reaping the expected benefits or if adjustments are necessary.

Aligning the Team Through Collaborative Estimation

Planning Poker serves as more than just an estimation tool; it's a platform for team alignment.

  • Knowledge and Approach Sharing: When developers engage in estimation discussions, they share insights and methodologies, leading to a collective understanding of tasks. This exchange ensures that all team members are on the same page regarding the approach to a particular story.
  • Developer and Product Owner Collaboration: The interaction between developers and Product Owners during these sessions bridges the gap between technical execution and business objectives. Developers gain clarity on the value and purpose of a story, while Product Owners understand the technical considerations involved.
  • Encouraging Small Batch Thinking: By breaking down stories into manageable units, Planning Poker promotes an iterative approach. This methodology aligns with Agile principles, facilitating continuous delivery and feedback.
  • Fostering Team Commitment: When the entire team participates in the estimation process, it cultivates a sense of ownership and accountability. Each member commits to the agreed-upon estimates, enhancing collective responsibility.

Challenging Solutions Based on Team Estimates

From a Product Owner's perspective, Planning Poker offers a unique opportunity to evaluate the return on investment (ROI) of a story.

  • Assessing Value vs. Effort: If a story's estimate is high, it prompts a discussion on whether the anticipated value justifies the effort. This evaluation ensures that resources are allocated to stories that offer substantial value.
  • Exploring Alternative Solutions: High estimates can lead to brainstorming sessions where the team explores alternative approaches to achieve the desired outcome with less effort. This collaborative problem-solving enhances efficiency and innovation.

The Importance of Hearing Everyone's Opinion

Planning Poker is designed to ensure that every team member's perspective is considered, mitigating common cognitive biases.

  • Reducing Anchoring Bias: By having each member independently select their estimate before group discussion, the process minimizes the influence of dominant opinions. This approach leads to more accurate and unbiased estimations.
  • Amplifying Quiet Voices: The structured nature of Planning Poker ensures that even the more reserved team members have an equal opportunity to contribute, enriching the discussion with diverse viewpoints.
  • Learning from Diverse Perspectives: The ensuing discussions after revealing estimates allow the team to delve into different problem-solving approaches, fostering a culture of continuous learning and improvement.

The Advantages of Relative Estimation

Traditional time-based estimations often fall short in capturing the complexities of software development. Planning Poker employs relative estimation, offering several advantages:

  • Focusing on Effort Over Time: By estimating the effort relative to other stories, teams can better gauge the complexity and resources required, leading to more accurate planning.
  • Leveraging Historical Data for Future Predictions: Over time, as the team accumulates data on completed stories and their actual efforts, they can refine their estimation accuracy, improving forecasting for future sprints or releases.

Effective Facilitation of Planning Poker Sessions

To maximize the benefits of Planning Poker, it's crucial to facilitate sessions effectively:

  • Time-Boxing Discussions: Limit initial discussions to prevent analysis paralysis. If estimates vary significantly, delve deeper into the discrepancies.
  • Re-Estimating When Necessary: If consensus isn't reached after initial discussions, don't hesitate to re-estimate. This iterative approach ensures that all concerns are addressed, leading to more accurate estimates.
  • Aligning Estimates: When estimates are closely aligned, consider using the average or median value. This practice balances individual biases and leads to a more accurate collective estimate.

Conclusion

Planning Poker offers a structured yet flexible approach to estimation, fostering collaboration, enhancing understanding, and improving planning accuracy. If your team seeks these benefits, Planning Poker could be the right choice. However, if you're already using it and not experiencing the desired outcomes, it may be time to reassess your approach or explore alternative estimation techniques.

Remember, the goal of estimation is not just to predict effort but to facilitate meaningful discussions that lead to better project outcomes.

Ready to enhance your estimation process? Explore StoryPoint.poker and experience the advantages of structured Planning Poker sessions.