Sprint Planning Workshop
Sprint Planning Workshop
Learn to apply agile methodologies to marketing by planning a complete sprint cycle with clear goals, tasks, roles, and success metrics.
Instructions
Objective
Learn to apply agile methodologies to marketing by planning a complete sprint cycle with clear goals, tasks, roles, and measurement criteria.
Instructions
1. Form Marketing Squads
Divide into small teams of 4-6 people to act as "marketing squads." Each squad will plan a sprint for a specific campaign or project.
Example Campaign Options:
- Promoting a new feature release
- Running a seasonal promotion
- Launching a content series
- Executing an ABM campaign
- Product launch campaign
2. Define Sprint Goal
What specific outcome will you deliver by the end of 2 weeks?
Format:
"By the end of this sprint, we will [deliverable] in order to [business outcome]."
Good Examples:
- "Launch a landing page and email drip for Feature X with initial conversion data"
- "Publish 4 blog posts and 12 social posts for our Q2 content campaign with engagement metrics"
- "Execute ABM campaign to 25 target accounts with 50% engagement rate"
Avoid vague goals:
- "Work on the website" (not specific)
- "Do marketing stuff" (no clear deliverable)
3. Create Sprint Backlog
List all tasks needed to achieve your sprint goal.
Task breakdown example for "Launch Feature X landing page and email campaign":
Week 1:
- Research target audience pain points (4 hours)
- Write landing page copy (6 hours)
- Design landing page mockup (8 hours)
- Write 5-email drip sequence (6 hours)
- Create social media assets (4 hours)
- Set up tracking and analytics (3 hours)
Week 2:
- Build landing page in CMS (6 hours)
- Set up email automation (4 hours)
- QA test all links and forms (2 hours)
- Launch campaign (1 hour)
- Monitor first 48 hours, gather data (4 hours)
- Sprint review and retrospective (2 hours)
Estimation tips:
- Use t-shirt sizes (S/M/L) or story points if hours feel too precise
- Include buffer time for revisions
- Account for dependencies (can't build page until copy is written)
4. Assign Roles & Owners
Determine who will handle each task.
Example role assignments:
- Content Writer: Landing page copy, email sequences
- Designer: Page mockup, social graphics
- Marketing Ops: Email setup, tracking implementation
- Product Marketer: Messaging guidance, review approvals
- Growth Lead: Overall coordination, remove blockers
Cross-functional needs:
- Need developer for 1 day to implement tracking code
- Need product manager input on feature details
- Need sales enablement materials ready by Day 10
5. Plan Sprint Schedule
Create a calendar with key milestones and ceremonies.
Sprint Schedule Template:
Day 1 (Monday): Sprint Planning Meeting (1 hour)
- Review sprint goal
- Commit to sprint backlog
- Assign tasks
Days 2-5: Execution
- Daily stand-up at 9:30am (15 min)
- Focus on Week 1 deliverables
Day 5 (Friday): Mid-Sprint Review (30 min)
- Show progress on landing page copy and design
- Adjust if needed
Days 6-9: Execution
- Daily stand-ups continue
- Focus on Week 2 deliverables
Day 10 (Friday): Sprint Review & Retrospective (90 min)
- Review (45 min): Demo completed work, share initial metrics
- Retro (45 min): What went well? What to improve?
6. Define Success Metrics
How will you know if the sprint was successful?
Sprint-level metrics:
- Did we complete all committed tasks? (% completion)
- Did we deliver the sprint goal on time?
- Quality of deliverables (passed QA, no major revisions needed)
Campaign-level metrics (may take longer to measure):
- Landing page conversion rate: Target 5%+
- Email open rate: Target 25%+
- Email click-through rate: Target 3%+
- Total leads generated: Target 50 in first week
7. Plan Feedback Loops
How will you gather feedback during the sprint?
Examples:
- Mid-sprint review of landing page mockup with sales team (Day 5)
- User test landing page with 3 colleagues before launch (Day 8)
- Quick survey to trial users after receiving first email (Day 11)
- Sales feedback on lead quality after first 20 leads (Day 12)
8. Identify Dependencies & Risks
Dependencies:
- Design needs copy finalized by Day 4
- Email setup needs landing page URL by Day 8
- Developer availability on Day 6 for tracking code
Risks:
- Risk: Designer gets pulled into urgent rebrand project
- Mitigation: Have backup freelance designer on standby
- Risk: Feature launch date moves, making our timeline wrong
- Mitigation: Daily check-in with product team, keep content flexible
- Risk: Email platform has technical issues
- Mitigation: Test email flows early (Day 7 vs Day 10)
Deliverable
Create a Sprint Plan Document (2-3 pages or Kanban board) including:
- Sprint goal statement
- Backlog of tasks with estimates and owners
- Sprint calendar with ceremonies
- Success metrics
- Dependencies and risk mitigation
Presentation:
Each squad briefs presents their sprint plan (5 minutes).
Discuss as a group:
- Are goals achievable in two weeks?
- Did teams plan for iteration and feedback?
- Are tasks broken down enough?
- Are dependencies and blockers addressed?
Example Sprint Plan
SPRINT PLAN: Feature X Launch Campaign
Sprint Goal: Launch landing page and 5-email nurture sequence for Feature X release, generating 50+ trial signups in first week.
Duration: March 1-14, 2025 (2 weeks)
Squad Members:
- Sarah (Growth Marketer) - Sprint Lead
- Mike (Content Writer)
- Priya (Designer)
- Alex (Marketing Ops)
Sprint Backlog:
| Task | Owner | Est. Time | Status |
|---|---|---|---|
| Write landing page copy | Mike | 6h | To Do |
| Design landing page | Priya | 8h | To Do |
| Write email sequence (5 emails) | Mike | 6h | To Do |
| Build landing page in Webflow | Alex | 6h | To Do |
| Set up email automation in HubSpot | Alex | 4h | To Do |
| Create social graphics (5 posts) | Priya | 4h | To Do |
| Set up tracking & analytics | Alex | 3h | To Do |
| QA testing | Sarah | 2h | To Do |
| Launch | All | 1h | To Do |
| Monitor & report first 48h | Sarah | 4h | To Do |
Sprint Schedule:
- Daily stand-ups: 9:30am (15 min)
- Mid-sprint review: March 7 at 2pm
- Sprint review & retro: March 14 at 3pm
Success Metrics:
- All tasks complete by March 14: ✅
- Landing page live by March 12: ✅
- Target 50 trial signups in first week
- Landing page CVR 5%+
- Email open rate 25%+
Dependencies:
- Need product manager input on feature details by March 2
- Need dev support for tracking code on March 6
Risks:
- Feature launch might slip → Mitigation: Keep messaging flexible, don't reference specific launch date
Outcome
You'll practice scoping work into an agile cadence, thinking cross-functionally, and planning with realistic constraints.
The sprint plan you create can be used as a template for real marketing sprints in your organization.
Note: Capstone Save Point
Save your sprint plan template for Section 11 (Team & Operating Model) of your Module 22 plan.
Your submission
Write your response. Submissions are saved to your account and reviewed by an instructor.