Claude 3.5 SonnetBeginnerProject Management

Story Point Estimation & Planning Poker Guide.

A free, copy-paste Claude 3.5 Sonnet prompt for training a team to estimate work using relative sizing instead of hours.. Tested and optimized for 2026 AI model architectures including .

AI Model
Claude 3.5 Sonnet
Difficulty
Beginner
Setup Time
5–10 minutes

The Prompt Template

Act as an Agile Coach. Help my team understand and perform 'Story Point' estimation. 1. Explain the 'Fibonacci Sequence' and why it's used for estimation. 2. Define the criteria for points (Complexity, Effort, Uncertainty). 3. Provide an example of a 'Reference Story' for 1, 3, 5, and 8 points. 4. Facilitate a 'Planning Poker' session for the following stories: [List Stories]. 5. Explain how to handle 'Discrepancies' when team members give different points.

How to Use This Prompt

1️⃣

Copy the Template

Click "Copy Prompt" above to copy the full template to your clipboard. The prompt is pre-formatted for immediate use.

2️⃣

Open Claude 3.5 Sonnet

Open Claude 3.5 Sonnet in a new conversation. This prompt is optimized for Claude 3.5 Sonnet but works across most modern AI models.

3️⃣

Replace the Placeholders

Replace all text in [square brackets] with your specific information. More context = better output. Do not leave any placeholder unfilled.

4️⃣

Refine the Output

Review the AI's response and use follow-up messages to adjust tone, depth, or format. The first response is your starting point.

Best Used For

Training a team to estimate work using relative sizing instead of hours.. This template provides a structured foundation for project management workflows, ensuring Claude 3.5 Sonnet understands the specific constraints and persona required for high-quality output.

Skill Required

No prior AI experience needed

Pro Tips

  • Replace all [brackets] with specific details before running.
  • Just fill in the brackets and run the prompt as-is.
  • Add your brand tone or audience context at the end for better personalization.
  • Iterating on outputs with follow-up messages produces 40–60% better results.

Compatible AI Models

ChatGPT
GPT-4o, GPT-o3
Claude
Claude Sonnet 4.5, Opus 4
Gemini
Gemini 2.5 Pro, Flash

Frequently Asked Questions

Why points instead of hours?+
Humans are better at relative sizing (comparing tasks) than predicting exact hours, which leads to more accurate long-term planning.
What is the Fibonacci Sequence?+
A series of numbers (1, 2, 3, 5, 8, 13...) used in estimation to represent increasing uncertainty as tasks get larger.
Should the PM give points?+
No, only the people actually doing the work (the team) should provide the estimates.

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