Sep 15, 2019.

Making sure every participant has immediate visibility on the information makes it easier to map cross dependencies and avoids storing the info in 10+ different places. Alternatively, the RTEs of the involved trains may talk with each other to raise issues that are then resolved in each ART’s specific management review and problem-solving meeting. Try Miro today. Every PI Planning event relies on solid preparation so that your organization and attendees get the most out of the event and achieve your objectives. Other things that are often discussed or finalized include: Okay, so back to talking about regular PI Planning. Highlights discrepancies in planned and actual effort.

There is no magic in SAFe . So, what’s the Solution Roadmap all about? Estimates of the effort required to resolve PBIs are well thought-out and agreed to. In the SAFe model, teams are assembled into Agile Release Trains (ARTs), each of which works on a specific part of a broader goal. Release.

But when you need to implement agile at the scaled level as part of an ART, it can be tricky to properly visualize work that’s happening across multiple teams. Plan out your day, week, or month in a visual manner. This generates commitment to delivering those products at the conclusion of the sprint. BigPicture: SAFe® PI Planning. If this was Thomas the Tank Engine, we’d think of this a little bit like Thomas, Percy, and James as separate ARTs all teaming up to be Very Useful Engines and haul separate loads for the same overall purpose. (We’ve deliberately left Gordon out… he’s not a team player.). Project management guide on

Product owners are charged with presenting their PBIs and priorities to the team. ⌛ When you have a large ART of, say, 12 teams, that’s a lot of draft plans to present and review.

Speaking of timing, let’s talk about how and where PI Planning actually fits into your company calendar. , If you’ve got the right tools and technology, you can run PI Planning and allow anyone to participate, whether they’re in the same room or on the other side of the world. Set business goals and outline how to achieve them. A Product Manager’s job is to understand the customers’ needs and validate solutions, while understanding and supporting portfolio work. That way, there’s more time for team planning and collaboration. The Release Train Engineer is a servant leader and coach for the ART. Here are a few of the folks you’ll find at the planning event: They’ll look at the top capabilities from the Solution Backlog, Solution Intent, Vision, and Solution Roadmap. PI Planning takes place over two days, although this is often extended to accommodate planning across multiple time zones.

That way, they can manage and prioritize the flow of work. Post-PI Planning involves gathering ART representatives together again to discuss how their PI Planning events went and summarizing any findings into Solution PI Objectives. This depends upon the Agile project management tooling in place and the needs of the ART. During this process, teams identify risks and dependencies and draft their initial team PI objectives. It's a process. Feel free to use the PI Planning template above for this exercise, it may be helpful to try the process out in a no-pressure canvas. As a result, there’s greater visibility across all the teams, changes are made more frequently, and teams work with each other - not against each other. And similar to regular PI Planning events, plans go through a first-of-five vote of confidence to ensure they meet the solution’s objectives, and are reworked until the attendees average 3 fingers so more.

Then commit to the process that follows. Once each team has voted the process is repeated for the entire ART with everyone expressing their confidence in the collective plan, as illustrated in Figure 5. With teams syncing and communicating in the right way and focused on their own goals, overall team productivity improves. Under-commitment – Here again, inaccurate estimates may result in PBIs being in “done” status before the end of the sprint. except maybe for PI Planning. Leading SAFe 5.0 (SA) Certification Workshop – Online; SAFe Scrum Master – Certification Workshop ; SAFe Product Owner Product Manager (POPM) – Certification … Here’s a standard PI Planning agenda template suggested by the SAFe website: Source:, This agenda might be perfect for you, or you might tweak it based on your team’s needs. Their role focuses mainly on planning and facilitating the PI Planning event. Use template. Identify the roles of the Scrum Master and other team resources in the Sprint. Critical roles are assigned. Any presenters will also need to get content ready for their presentations. Download Sprint Capacity Planning Excel Template to get head start to your agile project and better resource planning. The participants themselves (plus key stakeholders and Business Owners) must get ready by assigning any key roles, ensuring there’s alignment on the strategy, and ensuring the planning process is properly understood by everyone.

Distributed teams, very large ARTs, and other factors might require you to get creative with the schedule.

Potential issues and risks are identified, discussed, and either owned, resolved, accepted, or mitigated.

Check in with other team members to address any questions.

SAFe PI Planning helps teams in the Agile Release Train (ART) synchronize, collaborate, and align on workflows, objectives, releases, and more. Plus, it’s a lot cheaper than flying folks in to do PI Planning every few months. Create a clear and repeatable process for developing new features. Update the tracker( allocations - planned) and review the resource allocation to make sure all the resources are used in an optimal fashion. Create alignment and clear expectations around the technical product roadmap. Product owners are participants and contributors as are the other team members. Any event is vulnerable to tech mishaps, but if you’re streaming audio and video to a distributed team, this can really impact on the flow of the event. (until there was a critical problem that forced them to talk).

Product Backlog Template .

Product owners should have PBIs prioritized in advance of the sprint planning meeting, to facilitate the evaluation of tasks to be included in the sprint. Store and prioritize ideas and tasks. So, how does Jira fit into SAFe and PI Planning? Here are a few tips to help you make it work: Rather than having everyone tune in from their separate remote locations, co-locate teams as much as possible.

At this point, you’ve got all the key definitions, you know what needs to happen during a PI Planning event and who needs to show up.

A PI planning event is an opportunity to step back and ensure everyone is still working toward the same business goals and is satisfied with the overall vision.

Templates Excel Templates. The team's PI plan, which consists of stories that were identified during PI the team objectives into the program PI objectives in a format suitable. Track responsibilities and ensure you have the right conversations with the right people.

Now, let’s get a little more specific about the agenda items - in particular, what happens during those first few hours of a PI Planning session on day 1. Hang on... what does this have to do with PI Planning?

Organize your ideas and guide your decisions. Instead, they increase the reliability of the plan and give management an early warning of goals that the ART may not be able to deliver. Whether you’re adopting all 5 levels or just essential SAFe, the foundation of your transformation and the driver for everything is the PI Planning ceremony. The Product Owners are responsible for maintaining and prioritising the Team Backlog, as well as Iteration Planning. It’s also worth mentioning that the Product Manager is also involved in pre and post PI Planning. Add ideas, digitize sticky notes, and leave comments on the go with Miro mobile app. magic in SAFe. For PBIs that are extremely detailed, breakdown estimating into separate tasks to make better use of time and team resources. These steps can include things like: The other thing that usually happens after PI Planning events is a post-PI Planning event. Side note: while SAFe is a framework for larger organizations, there’s also no reason why smaller companies can’t do a version of PI Planning, too. Distribute planning and control to those who can understand and react to the end results. Project Managers working on small to midsize projects can use Microsoft Excel to visualize, plan and track their projects. We’ll talk more about how you can use Jira for PI Planning towards the end of this guide. Brainstorm what you can do better or differently.

Plan your week, get organized, and keep track of tasks.

Like PI Planning events, post-PI Planning involves using a planning board, but rather than features, it outlines capabilities, dependencies, and milestones for each iteration and ART. Next, an executive describes the context in which the business is operating, including the competitive landscape, customers, and potential customers. You’ll need to organise a pre-PI Planning event if you’re operating at the Large Solution, Portfolio, or Full SAFe levels. No pressure! Clarify roles and replace lengthy written processes with visuals. People may feel pressure from the room to vote for a plan to go ahead, rather than speaking up about their concerns.

Resource Planning Template Excel - Free Download. Confirm the scope/tasks, task owners and the estimates. This template can feed into sprint planning and retrospective meetings. Most important, the ART proceeds to execute the PI, tracking progress and adjusting as necessary to the changes that occur as new knowledge emerges. It follows the same format as the I&A for the ART.

Quick definition: SAFe or the Scaled Agile Framework™ is a series of guidelines and practices designed to help bring agility into larger organizations, across all teams and levels of the business. Please visit, FAQs on how to use SAFe content and trademarks, System and Solution Architect/Engineering, New Advanced Topic Article – Organizing Teams and ARTs: Team Topologies at Scale, The Global Network of SAFe® Fellows Grows, No-Hype Customer Stories at 2020 Global SAFe Summit, Establishing face-to-face communication across all team members and stakeholders, Building the social network the ART depends upon, Aligning development to business goals with the business context, vision, and, Identifying dependencies and fostering cross-team and cross-ART collaboration, Providing the opportunity for ‘just the right amount’ of architecture and, Matching demand to capacity and eliminating excess Work in Process (WIP), Business context (see ‘content readiness’ below). Principle #7. Identify the competitive landscape and your company’s relation to it with our Design Brief templ... Plan out your publication schedule and organize your editorial process.

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