Story points and estimation

[#1]

To use story points effectively in Jira, involve the entire development team in sprint planning using relative estimation techniques like Planning Poker. Assign points based on complexity, effort, and risk, using a consistent scale and avoiding tasks that exceed a specific size. Use Jira to track velocity, discuss estimation differences to build shared understanding, and refine estimates as new insights arise.

Before estimating

• Define "Ready":

  Ensure issues meet the team's Definition of Ready with all necessary information, such as acceptance criteria and wireframes, before estimation.

• Establish a scale:

  Choose a consistent point scale, such as the Fibonacci sequence, to ensure reliable velocity tracking.

• Involve the whole team:

  Include the entire cross-functional team to provide a holistic perspective and ensure balanced sizing.

During estimation

• Use relative sizing:

  Compare stories to each other rather than estimating in fixed time units.

• Employ Planning Poker:

  Encourage independent votes before discussion to prevent groupthink and reveal different scope understandings.

• Discuss differences:

  Discussing estimate variances builds shared understanding of complexity and effort.

• Estimate conservatively:

  Factor in unexpected issues that arise during development.

• Avoid large points:

  Break down work estimated above a threshold (e.g., 5 or 8 points) into smaller stories.

During and after the sprint

• Assign points in sprint planning:

  Assign story points during sprint planning, respecting developers' perspectives.

• Ensure all issues have points:

  Assign points to all sprint issues before starting to avoid inaccurate metrics.

• Maintain estimate integrity:

  Keep initial estimates to preserve your team's velocity integrity.

• Continuously improve:

  Regularly re-evaluate and refine your estimation process to improve accuracy.

You may also refer to
https://www.atlassian.com/agile/project-management/estimation