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The Ultimate Guide to PI Planning

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Vabro

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July 05, 2024

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2 min read

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The Ultimate Guide to PI Planning

Program Increment (PI) Planning is a cornerstone of the Scaled Agile Framework (SAFe), ensuring alignment and collaboration among teams working on large-scale projects. This comprehensive guide will walk you through the essentials of PI Planning and its impact on organizational success.

What is PI Planning?

PI Planning is a structured event that occurs every 8–12 weeks in the SAFe framework. It brings together multiple Agile teams to align on objectives, set priorities, and identify dependencies. This face-to-face event is crucial for ensuring transparency and collaboration across teams.

Key Objectives of PI Planning

  • Alignment: Ensure all teams are aligned on business goals and priorities.
  • Risk Mitigation: Identify and address risks early in the planning cycle.
  • Commitment: Gain team buy-in for delivering agreed-upon objectives.
  • Transparency: Provide visibility into the program backlog and inter-team dependencies.

The PI Planning Process

PI Planning typically spans two days and follows a structured agenda.

  1. Pre-Planning Preparation
    • Backlog Refinement: Ensure the program backlog is ready with prioritized features.
    • Logistics Planning: Secure facilities, tools, and resources needed for the event.
  2. Day One: Setting the Stage
    • Business Context: Leaders outline business goals and priorities.
    • Program Vision: The Product Management team presents the vision and roadmap.
    • Team Breakouts: Agile teams review objectives and dependencies, planning their iterations.
  3. Day Two: Finalizing Plans
    • Draft Plan Reviews: Teams share their plans and identify risks.
    • Risk Management: Use tools like ROAM (Resolve, Own, Accept, Mitigate) to address risks.
    • Commitment Ceremony: Teams commit to their objectives for the upcoming PI.

Best Practices for Successful PI Planning

  • Facilitate Collaboration: Use collaboration tools for remote participants.
  • Focus on Priorities: Keep discussions centered on high-priority features.
  • Encourage Transparency: Foster open communication to address dependencies and risks.

Benefits of PI Planning

  • Improved cross-team alignment.
  • Faster decision-making.
  • Enhanced visibility into progress and challenges.
  • Strengthened team commitment to shared goals.

Conclusion

PI Planning is a vital practice for scaling Agile across organizations. By fostering alignment, transparency, and commitment, it sets the foundation for successful program execution. Implementing best practices and maintaining focus on objectives can transform your PI Planning into a powerful tool for achieving business goals.

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