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Sprint Close Process Guideline » History » Version 1

Redmine Admin, 12/24/2025 03:31 PM

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h1. Sprint Close Process Guideline (Redmine)
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*Applies to all Scrum teams using Redmine*
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*This process is mandatory and must be followed for every sprint*
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{{toc}}
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h2. Purpose
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This guideline defines the *mandatory Sprint Close process* in Redmine to ensure:
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* Accurate sprint history
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* Reliable velocity calculation
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* Clear spillover tracking
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* Clean and performant Redmine data
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* Easy audits and reporting
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Failure to follow this process results in *loss of sprint history* and *unreliable metrics*.
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h2. Ownership and Timing
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|*. Item |*. Details |
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| Owner | Scrum Master |
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| Required Participants | Product Owner |
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| When | After Sprint Review and before next Sprint Planning |
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| Mandatory | Yes (no steps may be skipped) |
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h2. Core Principle (Golden Rule)
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*bq.* *Never clear the Sprint Version before setting the “Completed In Sprint” field.*
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Breaking this rule permanently removes sprint history.
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h2. Phase 1 – Freeze the Sprint
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h3. Step 1: Stop Scope Changes
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Once the Sprint Review is completed:
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* No new issues may be assigned to the Sprint Version
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* No priority changes are allowed inside the sprint
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When this is done, the sprint is considered *frozen*.
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---
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h2. Phase 2 – Issue-Level Verification (Critical)
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h3. Step 2: Review Every Issue in the Sprint
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Filter issues using:
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<pre>
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Version = Sprint 2025-03
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</pre>
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Each issue *must* be handled using **one and only one** of the paths below.
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---
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h3. A. Completed Issues
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For issues that are fully completed in the sprint, set **all** of the following:
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|*. Field |*. Required Value |
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| Status | Done |
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| Completed In Sprint | Sprint 2025-03 |
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Verify before proceeding:
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* Acceptance Criteria are met
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* QA is completed
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* No open sprint bugs remain
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*Important:*
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Do *not* clear the Sprint Version at this stage.
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---
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h3. B. Not Completed (Spillover)
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For issues not completed in the sprint:
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|*. Field |*. Required Value |
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| Status | In Progress or Ready |
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| Spillover Reason | Mandatory (must be filled) |
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| Completed In Sprint | *Do not set* |
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This ensures incomplete work is properly explained and traceable.
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h2. Phase 3 – Preserve Sprint History (Non-Negotiable)
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h3. Step 3: Validate All Sprint Data
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Before clearing the Sprint Version, confirm:
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* Every completed issue has *Completed In Sprint* filled
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* Every spillover issue has a *Spillover Reason*
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* No issue is ambiguous
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*bq.* If anything is incorrect, *STOP* and fix it before continuing.
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h2. Phase 4 – Clear Sprint Version (Key Step)
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h3. Step 4: Clear Sprint Version from All Issues
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For *every issue* in the sprint:
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|*. Field |*. Action |
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| Version | Clear (empty value) |
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After this step:
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* The Sprint Version is no longer used by any issue
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* Sprint data is preserved in custom fields
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h2. Phase 5 – Close the Sprint Version
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h3. Step 5: Close Version in Redmine
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Navigate to:
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<pre>
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Administration → Versions → Sprint 2025-03
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</pre>
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Set:
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|*. Field |*. Value |
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| Status | Closed |
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The sprint is now officially closed in Redmine.
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h2. Phase 6 – Capture Sprint Metrics
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h3. Step 6: Record Sprint Metrics
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Use saved queries to capture metrics.
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*Completed Work*
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<pre>
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Completed In Sprint = Sprint 2025-03
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Status = Done or Closed
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</pre>
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*Velocity*
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* Sum of Story Points for completed issues
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*Spillover*
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<pre>
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Spillover Reason is not empty
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</pre>
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Optional actions:
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* Export results as CSV
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* Save summaries for audit or reporting
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h2. Phase 7 – Update Sprint Wiki
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h3. Step 7: Maintain Sprint Documentation
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Update the Wiki page:
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<pre>
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Sprint 2025-03
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</pre>
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Include:
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* Total completed stories
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* Final velocity
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* Key learnings
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* Spillover summary
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* Retrospective action items (linked issues)
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This creates a human-readable sprint record.
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h2. Phase 8 – Prepare for Next Sprint
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h3. Step 8: Carry Forward Spillover
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For spillover issues:
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* Move issues back to the backlog
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* Re-estimate if required
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* Decide inclusion in the next sprint
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h2. Final Validation Checklist
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Before declaring the sprint closed, confirm:
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* Can we answer what was completed in this sprint?
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* Can velocity be recalculated months later?
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* Are spillover reasons clear?
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* Can a new team member understand this sprint from records?
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If all answers are *Yes*, the sprint is correctly closed.
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h2. One-Page Summary
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<pre>
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1. Freeze sprint
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2. Mark completed issues → Completed In Sprint
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3. Mark spillover → Spillover Reason
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4. Clear Sprint Version from all issues
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5. Close Sprint Version
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6. Capture metrics
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7. Update Sprint Wiki
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8. Prepare next sprint
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</pre>
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h2. Final Statement
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Following this guideline ensures:
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* Permanent sprint traceability
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* Accurate velocity
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* Clean releases
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* Fast and maintainable Redmine usage
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*This process is mandatory for all teams.*