From Twitter:
So, Portugal are almost certainly going to be in Pot 1, whilst England and France are very likely to be there. The final two slots are realistically between ourselves, Belgium, Croatia and Hungary - of course we'll have to actually win our group before worrying about that.
For the play-offs, they think it will be:
Path A - Poland, Wales, Estonia
Path B - Bosnia
Path A or B - Ukraine, Iceland, Norway, Slovenia
Path C - Georgia, Greece, Kazakhstan, Luxembourg