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How to run a release planning meeting?

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B Burciaga Technology Analyst| Janus Henderson Global Investors Denver, Co, United States
Have been tasked with planning release planning meetings for various different projects. Relatively new to this so would like to know if anyone has any suggestions or tips?

To my understanding, the purpose of a release planning meeting is to commit to a release schedule for deliverables. By such and such date we will have this, three weeks after that we will have this, etc. Is this accurate?

Obviously, a timeline for the delivery of all the different requirements is needed prior to this meeting,but what else should be done?

Thanks,
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
The level of detail, processes and outputs of release planning really depend on an organization's standards and the nature of the product/project.

If we are following an agile delivery approach, our release plan might be a fairly high level story map of some kind and we allow the details to emerge progressively over the life of the project. The level of detail at the beginning might not go beyond features & epics.

If we are following more of a waterfall delivery approach, we might deterministically plan everything up front and generate a much more detailed release plan.

Kiron
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Jaleel . PMP, Associate Director| MetricStream Bangalore, India
It depends on the organization and what is expected as part of the release. In other words there is a checklist. For example in an IT project the checklist can be
(1) Are all features planned, ready for delivery with out/permissible defects?
(2) Is all documentation completed?
(3) If there is deviation in schedule, is it with in accepted deviation allowed?
(4) Is performance and security testing done and completed?

The list can go on which will be filled in by different teams like Dev and Implementation team, QA team, Documentation team etc. So, having a checklist would be helpful, which again depends on organization and in some cases specific to the project also.
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1 reply by Stéphane Parent
Nov 09, 2017 2:49 PM
Stéphane Parent
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Like Jaleel, we use a check list.

We may update some of the documentation but not other in a specific release. We usually have something that lists out what the release introduces, enhances and fixes.

Our release planning start with CCB approval for the content of the release.
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ALLAN BRYAN Principal| Bryan Consulting Irmo, Sc, United States
I am taking on a new role as a Release Manager for Agile efforts and am looking for any templates or examples related to this process. Things such as a checklist, meeting agenda, what roles must be included... Or if anyone can suggest an article or book, that would be most helpful.

Thanks,

Allan
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
Nov 09, 2017 1:03 PM
Replying to Jaleel .
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It depends on the organization and what is expected as part of the release. In other words there is a checklist. For example in an IT project the checklist can be
(1) Are all features planned, ready for delivery with out/permissible defects?
(2) Is all documentation completed?
(3) If there is deviation in schedule, is it with in accepted deviation allowed?
(4) Is performance and security testing done and completed?

The list can go on which will be filled in by different teams like Dev and Implementation team, QA team, Documentation team etc. So, having a checklist would be helpful, which again depends on organization and in some cases specific to the project also.
Like Jaleel, we use a check list.

We may update some of the documentation but not other in a specific release. We usually have something that lists out what the release introduces, enhances and fixes.

Our release planning start with CCB approval for the content of the release.
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ALLAN BRYAN Principal| Bryan Consulting Irmo, Sc, United States
Thanks, Stephane - I have developed a general understanding of the elements we should consider tracking. My focus is IT development for a state human services agency. If you have a generic checklist or plan of any sort you could share, that would be most helpful. However, if that isn't feasible, I appreciate what you have shared.
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
I'll have a look tomorrow, Allan.
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
Hey Allan, I found some material that might be useful. I will clean them out then have them posted as Deliverables.
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
I've cleaned out the template and submitted for content consideration. I'll post the link as soon as it is available.
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ALLAN BRYAN Principal| Bryan Consulting Irmo, Sc, United States
Thanks Stephane - are still awaiting approval of your submission?
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
I am, Allan. I was told that the editor was back this week.
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