Templates Updated on: 23 September 2019

Part 2: Using Agile Methods with Conceptboard

Agile Methods in Conceptboard


A few weeks ago, Agile Iterations in Marketing teams was first introduced to give you an overall idea of how to have your first agile meeting with your marketing team.

Part 2 of this series will focus on how to have these meetings with the extra help of Conceptboard!

Welcome Everyone to Agile Methods!

Agile Meeting Email

Giving your team a heads up of what will be happening before getting together for your Sprint Planning is important to make sure everyone understands the goals that need to be achieved during this meeting. When sharing the agile board with your team, add an invitation message including details regarding the meeting. 

Introducing the Sprint in Conceptboard

Agile planning

Once you have invited your participants, you need to prepare the board prior to the start of the meeting. Create a welcome screen so when others sign into your boards, they have a clear understanding of what to do straight from the beginning. You can include tips of what to do or list specific tools that will be used throughout the meeting. For example, you can remind them to turn on their Live pointer and their video conference and that color-coded sticky notes will be used. 

During the Agile Meeting

Sprint planning and Backlog section

To make sure all brainstorming ideas stay in one place of the board, create a section for when your team will list all goals of the Sprint. Make sure to include enough space so everyone can add their thoughts and ideas in sticky notes. As the meeting progresses, you can then organize all sticky notes with the most priority at the top. Don’t forget to add another section next to this for the Backlog. Any sticky notes that didn’t make it into this current Sprint can be dragged into the Backlog for future Sprints.

When all the goals have been listed and duties have been established, all sticky notes with a description of each duty will need to be assigned to the team. A color code system can be used assigning a specific color to each individual.

Keeping an Agile Schedule

Agile schedule

Once the Sprint Planning is done, your team will need to keep a schedule of when duties need to be accomplished by. Create a section, and label it as ‘To do”. With the Rectangle tool, create boxes in this section for each day of the Sprint. This is where the sticky notes can be placed in their respective days.

As the Sprint progresses, each member of the team will select their sticky notes from the To Do section, and drag them to the following sections of the board. You will want to create 2 additional sections and label them: ‘In Progress’ and ‘Done’. Each duty will be updated on a daily basis, moving from stage to stage, allowing the team and any external parties to know exactly what is going on at all times.

Sprint Review & Sprint Retrospective in Agile board

Sprint Review and Sprint Retrospective

Once all duties in the Sprint have been completed, you and your team will have an overview meeting of everything that happened, called the Sprint Review and the Sprint Retrospective. The Sprint Review goes over all the work that has been completed and their conclusions. The Sprint Retrospective mainly focuses on improvements to be done to make things go more smoothly the next time.

Create 2 sections for each meeting and make separate rectangles for each person in your team. Before getting together for these 2 final meetings, each person can add their thoughts and opinions on sticky notes in their respective rectangles. Once everyone is together, it will be easier to lay out the details of the Sprint and the improvements that need to be made for the next Sprint.

Agile Methodology Template

Agile Meeting Template

Try making your own methodology template or use one that we have created for you to use! Click on the image below, try it out in Conceptboard, and let us know what you think!


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