Sprint Planning Template: ClickUp for Agencies
Agencies manage sprints across multiple clients simultaneously. ClickUp Spaces and time tracking make it possible to run client-specific sprints while tracking billable hours and resource allocation across the portfolio.
This template configures ClickUp for agency sprint planning where every hour is billable and every client has different priorities.
Template sections
4 sections covering the complete sprint planning workflow.
ClickUp Space Per Client
Create a ClickUp Space for each client. Each Space has its own sprint list, backlog, and board view. Use ClickUp Time Tracking to log billable hours per task. The agency dashboard aggregates capacity across all client Spaces.
Multi-Client Capacity Planning
Use ClickUp Workload view to see resource allocation across clients. Each team member has a weekly hour budget split across client projects. Plan sprints to stay within allocated hours per client per person. Flag overallocation before sprint start.
Billable Hour Tracking
Enable ClickUp Time Tracking on all client tasks. Use custom fields for Billable (checkbox) and Rate (currency). The sprint review includes a billable hours report per client. Set a minimum billable utilization target (typically 70-80% for agencies).
Client Sprint Review
Generate client-facing sprint review documents from ClickUp using the Doc feature. Include: completed deliverables, hours logged vs estimated, next sprint preview, and any scope change requests. Send to the client stakeholder within 24 hours of sprint end.
Copy-paste template
# Sprint [N] — [Client Name] (ClickUp) ## Sprint Goal [Client-facing goal] ## Hours Allocation - Contracted hours: [X] - Estimated this sprint: [Y] - Buffer: [X-Y] hours ## Tasks | Task | Estimate | Billable | Assignee | |---|---|---|---| | [Task] | [4h] | Yes | [Name] | ## Utilization Target - Team target: 75% billable - Current sprint projection: [X]%
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