estimio

How to Use Planning Poker

A complete step-by-step guide to conducting effective planning poker sessions for story point estimation.

What is Planning Poker?

Planning Poker is a consensus-based estimation technique used by agile teams to estimate the effort required for user stories. It combines expert opinion, analogy, and discussion to arrive at accurate estimates.

Key Benefits:

  • Prevents anchoring bias (no one sees others' votes initially)
  • Encourages discussion and knowledge sharing
  • Reaches consensus through structured conversation
  • Uses relative estimation (Fibonacci sequence)
  • Works well for distributed teams

Step-by-Step Guide

Follow these steps to conduct an effective planning poker session
  1. 1

    Prepare Your Stories

    Gather the user stories you want to estimate. You can import them from Jira, upload a screenshot, or enter them manually.

  2. 2

    Create or Join a Session

    Create a new planning poker session or join an existing one using a 6-character session code. No account required for guests.

  3. 3

    Review the Story

    The moderator presents the current story. All participants can see the story title, description, and any additional details.

  4. 4

    Cast Your Vote

    Each team member privately selects a story point estimate using Fibonacci cards: 1, 2, 3, 5, 8, 13, 20, 40, or 100.

  5. 5

    Reveal Votes

    Once everyone has voted, the moderator reveals all votes. You'll see the distribution of estimates from all participants.

  6. 6

    Discuss Differences

    If estimates differ significantly, team members discuss their reasoning. The person with the highest and lowest estimates share their perspective.

  7. 7

    Re-vote if Needed

    After discussion, the team may choose to re-vote. This process continues until the team reaches consensus or agrees to proceed.

  8. 8

    Record Consensus

    The system automatically calculates consensus values including median, average, min, and max. The Best Estimate is the median rounded to the nearest Planning Poker value.

Understanding Planning Poker Values

Planning Poker uses the Fibonacci sequence to represent story points. These values represent relative complexity, not time:

1, 2, 3

Small stories - straightforward tasks with minimal complexity

5, 8

Medium stories - moderate complexity, some unknowns

13, 20, 40, 100

Large stories - high complexity, many unknowns, may need breakdown

Tip: If a story is 13 points or higher, consider breaking it down into smaller stories. Large stories are harder to estimate accurately and may indicate the story is too complex.

Understanding Consensus Values

After votes are revealed, estimio automatically calculates several consensus values:

Best Estimate

The median value rounded to the nearest Planning Poker card. This is typically used as the final estimate.

Median

The middle value when all votes are sorted. More robust than average as it's not affected by outliers.

Average

The mean of all votes. Useful for understanding the overall team sentiment.

Min / Max

The lowest and highest votes. Large differences (max/min > 4) indicate the need for discussion.

Best Practices

Do's

  • Vote independently before seeing others' estimates
  • Discuss when estimates differ significantly
  • Break down large stories (13+ points)
  • Use relative estimation, not time-based
  • Keep sessions focused (30-60 minutes)

Don'ts

  • Don't vote based on time estimates
  • Don't skip discussion when votes differ
  • Don't let one person dominate the discussion
  • Don't estimate stories that are too vague
  • Don't rush - quality estimates take time

Pro Tips for Better Estimates

Use Reference Stories

Establish baseline stories (e.g., "a simple login form = 3 points") to help calibrate estimates across the team.

Consider Complexity, Not Just Size

A small story can be high complexity if it involves unknown technologies or complex business logic.

Account for Dependencies

Stories that depend on other work or external systems may require higher estimates.

Review Past Estimates

Periodically review how accurate your estimates were. This helps improve future estimation accuracy.

Ready to Start Your First Session?

Create a free planning poker session and start estimating with your team.

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