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Running planning poker sessions

Running planning poker sessions

Planning poker is an estimation game: each participant picks a card representing effort or complexity for a story, then the team reveals together to discuss divergence.

Create a planning poker form

  1. Open Forms in Dailybot.
  2. Start from a planning poker template or create a form with questions that match your estimation workflow.
  3. Add one item (or section) per work item or story you are sizing.
  4. Add participants who should vote.
  5. Send the form via DM so votes stay private until reveal.
  6. Communicate the scale you use (Fibonacci, t-shirt sizes, etc.) in the title or instructions.

Card values

Common decks:

Deck Values (example)
Fibonacci 0, 1, 2, 3, 5, 8, 13, 21, ?
Modified Fibonacci Similar with caps for your team’s max slice
Powers of two 1, 2, 4, 8, 16

Include ? or coffee when someone needs clarification instead of a number.

How voting works

Participants open the form from chat, pick a value for the active item, and submit. Other people’s votes stay hidden until the facilitator starts reveal for that item.

The facilitator should wait until everyone has voted or call time so the average is not biased by early reveals. If someone is absent, note them as skip or exclude them from that item so the team does not wait indefinitely.

Reveal and discussion

  1. When everyone has voted (or time is up), use Reveal for that item.
  2. Compare numbers. Large gaps mean people understood the work differently. Ask the high and low voters to explain.
  3. Re-vote if needed; record the agreed estimate in your tracker after the session.

Capture assumptions in the same breath as the number (dependencies, definition of done) so the estimate stays valid when the story moves to sprint planning.