Refresh Planning Assessment/Checklist

We have been using this checklist to assess the effectiveness of team Refresh Planning. The checklist identifies 24 aspects or practices used in the Refresh Planning process. These include Timing, Participation, Pre-Refresh, Update, What Changed?, Pull-in, Post Refresh, Analysis, Follow-up, and Reporting.

It is designed to be used as a learning tool. Score your team and use it to improve.

Download Refresh planning assessment (Excel)