Capacity Planning

Capacity Planning

Plan team capacity for "$ARGUMENTS" across upcoming sprints. List team members, calculate available working days accounting for holidays and leave, apply focus factors, estimate capacity in story points, and identify capacity risks over the next 3-6 sprints.

Prerequisites

None — this is a utility skill. It can be run at any time, with or without existing project artifacts.

If .project/$ARGUMENTS/ exists, read any available artifacts for context (especially team setup, sprint metrics, and velocity data). If it does not exist, proceed based on information the user provides.

Process

1. Gather context:

   • If .project/$ARGUMENTS/ exists, read available artifacts for team composition, velocity history, and sprint cadence
   • If no artifacts exist, ask the user for: team members, sprint length, and upcoming sprint dates
   • Determine the planning horizon: typically 3-6 sprints ahead

2. List team members with their roles:

   • For each team member, document:
     • Name and role (developer, designer, QA, etc.)
     • Allocation — full-time (100%) or part-time (specify percentage)
     • Individual velocity — if known from historical data (story points per sprint)
     • Skills or specialties — useful for identifying single points of failure
   • Note any planned team changes: new hires joining, members departing, role changes

3. For each sprint period, calculate available working days:

   • Total business days in the sprint (exclude weekends)
   • Minus public holidays — list specific holidays that fall in the sprint
   • Minus known PTO and leave — planned vacations, sick leave patterns, parental leave, training days
   • Minus company events — offsites, all-hands, hackathons, conferences
   • Calculate per person and as a team total
   • Present as a table: team member x sprint with available days in each cell

4. Subtract overhead:

   • Meetings and ceremonies — sprint planning, standup, review, retro, backlog refinement (typically 15-20% of time)
   • Support and maintenance — on-call duties, production support, bug triage (estimate based on historical patterns)
   • Administrative tasks — code reviews, documentation, mentoring, hiring interviews
   • Default overhead: 20% of available time, adjust based on team's actual experience
   • Document the overhead percentage used and rationale

5. Apply focus factor:

   • Focus factor accounts for context switching, interruptions, and ramp-up time
   • 0.8 (high focus): dedicated team, minimal interruptions, mature processes
   • 0.7 (normal): typical team with some interruptions and context switching
   • 0.6 (low focus): frequent interruptions, multiple projects, many ad-hoc requests
   • Select the appropriate factor based on the team's working environment
   • Document the chosen factor and rationale

6. Calculate capacity in story points per sprint:

   • Formula: available days x (1 - overhead%) x focus factor x individual velocity factor
   • If individual velocity is unknown, use a default of 1 story point per productive day as a starting point
   • If team historical velocity is known, use it as a cross-check:
     • Calculate capacity bottom-up (sum of individual capacities)
     • Compare with top-down (historical team velocity adjusted for availability)
     • Use the lower of the two estimates for safer planning
   • Present capacity per person and as a team total for each sprint

7. Sum team capacity per sprint:

   • Create a summary table: sprint x total capacity (story points)
   • Show the range: minimum (pessimistic), expected (realistic), maximum (optimistic)
   • Compare with backlog demand if known — is there enough capacity to deliver the planned work?
   • Highlight sprints with significantly reduced capacity (holidays, leaves)

8. Identify capacity risks across the planning horizon:

   • Holiday clusters — sprints with multiple holidays reducing capacity significantly
   • Planned leaves — periods where multiple team members are out simultaneously
   • Key-person dependencies — sprints where a specialist is unavailable and work depends on them
   • Ramp-up periods — new team members who will not be at full velocity initially (expect 25-50% for first sprint, 50-75% for second)
   • Competing priorities — known events that will pull team members away (releases, on-call rotations, company events)
   • For each risk, note the impact on capacity and suggest mitigation (shift work, cross-train, adjust scope)

9. Recommend commitment levels per sprint:

   • Based on calculated capacity, recommend how many story points to commit to in each sprint
   • Commitment guideline: commit to 80% of calculated capacity to leave room for unknowns
   • Flag sprints where capacity is below 70% of normal — consider reducing scope or extending timelines
   • Flag sprints where commitment should be especially conservative (first sprint of a new team, post-holiday sprints)
   • Suggest which work to prioritize or defer based on capacity constraints

10. Write the artifact — save to .project/$ARGUMENTS/capacity-planning.md:

    • Team Roster — members, roles, allocation, and velocity
    • Sprint Calendar — dates, business days, holidays, and PTO for each sprint
    • Capacity Table — available days, overhead, focus factor, and story points per person per sprint
    • Team Capacity Summary — total capacity per sprint with min/expected/max range
    • Capacity Risks — identified risks with impact and mitigation
    • Commitment Recommendations — recommended story point commitment per sprint
    • Assumptions — overhead percentage, focus factor, velocity factors used

Output

Capacity plan saved to .project/$ARGUMENTS/capacity-planning.md. Present a summary highlighting:

• Team size and total capacity across the planning horizon
• Sprints with significantly reduced capacity and why
• Top capacity risk and recommended mitigation
• Commitment recommendations per sprint