Session Flow in Agility Poker Planning

Agility Poker Planning's session melds Planning Poker with Jira Cloud, fostering efficient estimations and discussions.

Ideal for teams in the same timezone, this session suits both remote and co-located groups, especially those with more experience.

Roles in Interactive Session:

• Moderator: Manages session settings and issue selection.

• Participants: Engage in estimations and discussions, with potential moderator privileges.

• Observers: Watch the session with read-only access.

Session Flow:

1. Moderator configures settings and initiates the session.

2. Participants join as participants or observers.

3. Issues from the backlog are displayed for estimation.

4. Participants provide individual estimates.

5. Post-vote, a discussion phase leads to consensus.

6. Moderator finalizes the estimate for each issue.

7. The process repeats for all backlog issues.

8. Session concludes once all issues are estimated.

Creating a session in Agility Poker Planning

Step 1: Open the “Create Session” Screen

1. To initiate a session in Agility Poker Planning for service/software projects, go to your project's left-side menu and select 'Agility Poker Planning'.

2. Then, on the 'All sessions' screen, simply click 'Start New Session'.

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Step 2: Create the Session

1. Session Naming: Choose a name for your session (up to 100 characters) or use a default one.

2. Save Default Configuration: Optionally set this session's settings as your default for future sessions on this board. It will remember fields like session type, estimation field, participants, observers, estimation values, and timers.

3. Default Configuration Per Board: Each board can have its unique default settings, applicable across all estimation types.

4. Session Type Selection: Choose between Public and Private session types.

5. Estimation Values Selection: Pick from standard sets or create a custom one for participant use. Time values like "1w", "1d", "1h", "1m" are also available.

6. Timer Configuration: Set up timers in seconds to manage discussion or voting durations effectively.

7. Manage Participants: After configuring, click Next to proceed to the participant management page.

Step 3: Select Participants

1. Assign a Moderator: Designate a single individual to have complete control over the session's flow.

2. Identify Estimators: Choose team members who will actively participate in the estimation process.

3. Define Observers: Select individuals to observe without contributing estimates, such as newcomers, external team members, or project leaders.

4. Proceed to Issue Selection: After setting roles, click Next to move to the 'Select issues' stage.

Step 4: Select Issues to Estimate

1. Choose Estimation Field: Pick a Jira field where the session's estimates will be recorded.

2. Issue Selection for Estimation: Decide which issues will be included in the session. Consult the provided documentation for guidance on filtering issues.

3. Initiate the Session: Click 'Start session' to begin the estimation process. Remember, you can alter session configurations later if needed.