Milestones and Sequence
Roles and Participation
Planning Activities
Outputs and Deliverables
Purpose and Intent
100

This milestone is when Product Managers meet with Engineering Squads to preview next quarter work.

What is Squad Alignment 

100

These two roles lead Squad Alignment.

Who are Product Managers and Engineering Managers

100

This activity reviews what was completed, unfinished or carried over from the prior quarter.

What is the Prior Quarter Work Review

100

This document includes the Prior Quarter Review, Retro, Sequence of Work and Vote of Confidence

What is the Team Quarter Plan Day 

100

The purpose of this meeting is to preview potential next quarter work with engineering 

What is Squad Alignment 

200

This milestone must be completed before Planning and includes leadership signoff.

What is Pre-Planning Leadership Alignment 

200

This group joins leadership during Pre-Planning to review strategic priorities.

Who is OpX

200

This activity identifies what went well, challenges, and what to do differently. 

What is the Prior Quarter Retro

200

This output is created during the Quarter Planning day and outlines the quarter deliverable schedule 

What is the 6-sprint plan

200

This meeting ensures leadership alignment on initiatives-level priorities 

What is Pre-Planning Leadership Alignment 

300

This milestone breaks down work so teams can assess capacity, effort and sequencing. 

What is Quarter Planning Day

300

These partners should be part of planning to support capacity and data needs.

Who are BI (Data) partners

300

This activity ensures the team understands what is being asked and why for the new quarter.

What is Reviewing New Quarter Priorities 

300

This output communicates accomplishments and upcoming initiatives to the org.

What is the Share-out Presentation

300

This mmeeting ensures the stakehohdlers understands what was achieved and what will be delivered next.

What is the Quarter Share-Out

400

 This milestone presents accomplishments and upcoming commitments to the Stakeholders

What is the Quarter Share-out

400

This milestone includes all of SXP Digital teams and optional external stakeholders

What is Quarterly Share-out

400

This activity breaks down deliverables into technical tasks for Sprint 1. 

What is Sprint Planning

400

This output is created when the team allocates work across sprints 

What is the Sprint by Sprint breakdown

400

This meeting ensures the team can assess capacity, effort and sequencing.

What is Quarter Planning Day

500

This milestone marks the official start of Sprint 1.

What is Start of the Quarter

500

This Milestone includes the widest cross-functional group, including Directors, OpX, SXP and SOFA team leads.

What is Pre-Planning Alignment 

500

This recurring activity revisits the Quarter Sprint Breakdown and notes where the team went astray

Reviewing quarter plan each sprint

500

This output is collected privately via slack and triggers plan adjustments if scores are 3 or below

What is the Vote of Confidence

500

This recurring meeting captures deviations and insights that strengthen the next quarter's planning. 

Sprint Planning

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