Sprint Close Process Guideline » History » Version 1
Redmine Admin, 12/24/2025 03:31 PM
| 1 | 1 | Redmine Admin | |
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| 2 | h1. Sprint Close Process Guideline (Redmine) |
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| 3 | |||
| 4 | *Applies to all Scrum teams using Redmine* |
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| 5 | *This process is mandatory and must be followed for every sprint* |
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| 6 | |||
| 7 | --- |
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| 8 | |||
| 9 | {{toc}} |
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| 10 | |||
| 11 | --- |
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| 12 | |||
| 13 | h2. Purpose |
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| 14 | |||
| 15 | This guideline defines the *mandatory Sprint Close process* in Redmine to ensure: |
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| 16 | |||
| 17 | * Accurate sprint history |
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| 18 | * Reliable velocity calculation |
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| 19 | * Clear spillover tracking |
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| 20 | * Clean and performant Redmine data |
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| 21 | * Easy audits and reporting |
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| 22 | |||
| 23 | Failure to follow this process results in *loss of sprint history* and *unreliable metrics*. |
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| 24 | |||
| 25 | --- |
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| 26 | |||
| 27 | h2. Ownership and Timing |
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| 28 | |||
| 29 | |*. Item |*. Details | |
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| 30 | | Owner | Scrum Master | |
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| 31 | | Required Participants | Product Owner | |
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| 32 | | When | After Sprint Review and before next Sprint Planning | |
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| 33 | | Mandatory | Yes (no steps may be skipped) | |
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| 34 | |||
| 35 | --- |
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| 36 | |||
| 37 | h2. Core Principle (Golden Rule) |
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| 38 | |||
| 39 | *bq.* *Never clear the Sprint Version before setting the “Completed In Sprint” field.* |
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| 40 | |||
| 41 | Breaking this rule permanently removes sprint history. |
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| 42 | |||
| 43 | --- |
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| 44 | |||
| 45 | h2. Phase 1 – Freeze the Sprint |
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| 46 | |||
| 47 | h3. Step 1: Stop Scope Changes |
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| 48 | |||
| 49 | Once the Sprint Review is completed: |
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| 50 | |||
| 51 | * No new issues may be assigned to the Sprint Version |
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| 52 | * No priority changes are allowed inside the sprint |
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| 53 | |||
| 54 | When this is done, the sprint is considered *frozen*. |
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| 55 | |||
| 56 | --- |
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| 57 | |||
| 58 | h2. Phase 2 – Issue-Level Verification (Critical) |
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| 59 | |||
| 60 | h3. Step 2: Review Every Issue in the Sprint |
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| 61 | |||
| 62 | Filter issues using: |
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| 63 | |||
| 64 | <pre> |
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| 65 | Version = Sprint 2025-03 |
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| 66 | </pre> |
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| 67 | |||
| 68 | Each issue *must* be handled using **one and only one** of the paths below. |
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| 69 | |||
| 70 | --- |
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| 71 | |||
| 72 | h3. A. Completed Issues |
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| 73 | |||
| 74 | For issues that are fully completed in the sprint, set **all** of the following: |
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| 75 | |||
| 76 | |*. Field |*. Required Value | |
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| 77 | | Status | Done | |
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| 78 | | Completed In Sprint | Sprint 2025-03 | |
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| 79 | |||
| 80 | Verify before proceeding: |
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| 81 | |||
| 82 | * Acceptance Criteria are met |
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| 83 | * QA is completed |
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| 84 | * No open sprint bugs remain |
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| 85 | |||
| 86 | *Important:* |
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| 87 | Do *not* clear the Sprint Version at this stage. |
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| 88 | |||
| 89 | --- |
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| 90 | |||
| 91 | h3. B. Not Completed (Spillover) |
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| 92 | |||
| 93 | For issues not completed in the sprint: |
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| 94 | |||
| 95 | |*. Field |*. Required Value | |
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| 96 | | Status | In Progress or Ready | |
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| 97 | | Spillover Reason | Mandatory (must be filled) | |
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| 98 | | Completed In Sprint | *Do not set* | |
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| 99 | |||
| 100 | This ensures incomplete work is properly explained and traceable. |
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| 101 | |||
| 102 | --- |
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| 103 | |||
| 104 | h2. Phase 3 – Preserve Sprint History (Non-Negotiable) |
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| 105 | |||
| 106 | h3. Step 3: Validate All Sprint Data |
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| 107 | |||
| 108 | Before clearing the Sprint Version, confirm: |
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| 109 | |||
| 110 | * Every completed issue has *Completed In Sprint* filled |
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| 111 | * Every spillover issue has a *Spillover Reason* |
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| 112 | * No issue is ambiguous |
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| 113 | |||
| 114 | *bq.* If anything is incorrect, *STOP* and fix it before continuing. |
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| 115 | |||
| 116 | --- |
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| 117 | |||
| 118 | h2. Phase 4 – Clear Sprint Version (Key Step) |
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| 119 | |||
| 120 | h3. Step 4: Clear Sprint Version from All Issues |
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| 121 | |||
| 122 | For *every issue* in the sprint: |
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| 123 | |||
| 124 | |*. Field |*. Action | |
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| 125 | | Version | Clear (empty value) | |
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| 126 | |||
| 127 | After this step: |
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| 128 | |||
| 129 | * The Sprint Version is no longer used by any issue |
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| 130 | * Sprint data is preserved in custom fields |
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| 131 | |||
| 132 | --- |
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| 133 | |||
| 134 | h2. Phase 5 – Close the Sprint Version |
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| 135 | |||
| 136 | h3. Step 5: Close Version in Redmine |
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| 137 | |||
| 138 | Navigate to: |
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| 139 | |||
| 140 | <pre> |
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| 141 | Administration → Versions → Sprint 2025-03 |
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| 142 | </pre> |
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| 143 | |||
| 144 | Set: |
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| 145 | |||
| 146 | |*. Field |*. Value | |
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| 147 | | Status | Closed | |
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| 148 | |||
| 149 | The sprint is now officially closed in Redmine. |
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| 150 | |||
| 151 | --- |
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| 152 | |||
| 153 | h2. Phase 6 – Capture Sprint Metrics |
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| 154 | |||
| 155 | h3. Step 6: Record Sprint Metrics |
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| 156 | |||
| 157 | Use saved queries to capture metrics. |
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| 158 | |||
| 159 | *Completed Work* |
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| 160 | |||
| 161 | <pre> |
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| 162 | Completed In Sprint = Sprint 2025-03 |
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| 163 | Status = Done or Closed |
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| 164 | </pre> |
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| 165 | |||
| 166 | *Velocity* |
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| 167 | |||
| 168 | * Sum of Story Points for completed issues |
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| 169 | |||
| 170 | *Spillover* |
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| 171 | |||
| 172 | <pre> |
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| 173 | Spillover Reason is not empty |
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| 174 | </pre> |
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| 175 | |||
| 176 | Optional actions: |
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| 177 | |||
| 178 | * Export results as CSV |
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| 179 | * Save summaries for audit or reporting |
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| 180 | |||
| 181 | --- |
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| 182 | |||
| 183 | h2. Phase 7 – Update Sprint Wiki |
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| 184 | |||
| 185 | h3. Step 7: Maintain Sprint Documentation |
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| 186 | |||
| 187 | Update the Wiki page: |
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| 188 | |||
| 189 | <pre> |
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| 190 | Sprint 2025-03 |
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| 191 | </pre> |
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| 192 | |||
| 193 | Include: |
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| 194 | |||
| 195 | * Total completed stories |
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| 196 | * Final velocity |
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| 197 | * Key learnings |
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| 198 | * Spillover summary |
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| 199 | * Retrospective action items (linked issues) |
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| 200 | |||
| 201 | This creates a human-readable sprint record. |
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| 202 | |||
| 203 | --- |
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| 204 | |||
| 205 | h2. Phase 8 – Prepare for Next Sprint |
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| 206 | |||
| 207 | h3. Step 8: Carry Forward Spillover |
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| 208 | |||
| 209 | For spillover issues: |
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| 210 | |||
| 211 | * Move issues back to the backlog |
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| 212 | * Re-estimate if required |
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| 213 | * Decide inclusion in the next sprint |
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| 214 | |||
| 215 | --- |
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| 216 | |||
| 217 | h2. Final Validation Checklist |
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| 218 | |||
| 219 | Before declaring the sprint closed, confirm: |
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| 220 | |||
| 221 | * Can we answer what was completed in this sprint? |
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| 222 | * Can velocity be recalculated months later? |
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| 223 | * Are spillover reasons clear? |
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| 224 | * Can a new team member understand this sprint from records? |
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| 225 | |||
| 226 | If all answers are *Yes*, the sprint is correctly closed. |
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| 227 | |||
| 228 | --- |
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| 229 | |||
| 230 | h2. One-Page Summary |
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| 231 | |||
| 232 | <pre> |
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| 233 | 1. Freeze sprint |
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| 234 | 2. Mark completed issues → Completed In Sprint |
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| 235 | 3. Mark spillover → Spillover Reason |
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| 236 | 4. Clear Sprint Version from all issues |
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| 237 | 5. Close Sprint Version |
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| 238 | 6. Capture metrics |
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| 239 | 7. Update Sprint Wiki |
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| 240 | 8. Prepare next sprint |
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| 241 | </pre> |
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| 242 | |||
| 243 | --- |
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| 244 | |||
| 245 | h2. Final Statement |
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| 246 | |||
| 247 | Following this guideline ensures: |
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| 248 | |||
| 249 | * Permanent sprint traceability |
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| 250 | * Accurate velocity |
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| 251 | * Clean releases |
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| 252 | * Fast and maintainable Redmine usage |
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| 253 | |||
| 254 | *This process is mandatory for all teams.* |