Preparation - PI Planning

Published date: April 15, 2024, Version: 1.0

Overview

For new Squads embarking on the SAFe® journey, there are key activities that should be completed before PI Planning, as they will provide the foundation for a successful first step into Agile.

Breakdown by Area:

PREP

Prep Plan - Week 1

M T W T F Roles and Time Commitment (Indicative)

 

Identify/Establish ART events and cadence

 

 

Identify/Establish ART events and cadence

 

 

Define and Refine Epics

 

 

Define and Refine Epics

 

 

Define and Refine Epics

 

Chapter Managers - 10hrs
Product Owners - 10hrs
Solution Arch/System Arch - 10hrs

Prep Plan - Week 2

M T W T F Roles and Time Commitment (Indicative per week)

 

Tool Setup

 

 

Tool Setup

 

 

Tool Setup

 

 

Tool Setup

 

 

Tool Setup

 

JIRA Admin - 10hrs
Product Owner - 5hrs
Scrum master/Team Coach - 5hrs

 

Define Epics

 

 

Define Epics

 

 

Define Epics

 

 

Refine ART Backlog

 

 

Refine ART Backlog

 

Product Owners - 20-25hrs

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

Prep for PI Planning

 

RTE(Delivery Chapter manager) - 25-30hrs
Product Owners - 10hrs
Scrum master/Team Coach - 10-15hrs

Prep Plan - Week 3

M T W T F Roles and Time Commitment (Indicative)

 

Refine ART Backlog

 

 

Define User Stories

 

 

Define User Stories

 

 

Refine Team Backlog

 

 

Refine Team Backlog

 

Product Owners - 15-20hrs

 

Define & Setup Squad/POD Teams

 

 

Define & Setup Squad/POD Teams

 

 

Define & Setup Squad/POD Teams

 

 

Define & Setup Squad/POD Teams

 

 

Define & Setup Squad/POD Teams

 

RTE(Delivery Chapter manager) - 5hrs
Team Coach - 10hrs
Delivery Lead- 10hrs

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

Prep for PI Planning

 

RTE(Delivery Chapter manager) - 25-30hrs
Product Owners - 10hrs
Scrum master/Team Coach - 15-20hrs
Delivery Leads - 10-15hrs
Solution Arch/System Arch - 10-15hrs
Governance setup
Governance setup
Governance setup
Governance setup
Governance setup
RTE(Delivery Chapter manager) - 5hrs
Delivery Leads - 5hrs
Scrum master/Team Coach - 5-10hrs

Prep Plan - Week 4

M T W T Roles and Time Commitment (Indicative)

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

Prep for PI Planning

 

 

PI Planning Logistics

 

RTE(Delivery Chapter manager) - 15-20hrs
Product Owners - 8-10hrs
Scrum master/Team Coach - 10-15hrs
Delivery Leads - 10-15hrs
Solution Arch/System Arch - 10-15hrs

 

Define & Setup Squad/POD Teams

 

 

Define & Setup Squad/POD Teams

 

 

Define & Setup Squad/POD Teams

 

 

Define & Setup Squad/POD Teams

 

 

Define & Setup Squad/POD Teams

 

RTE(Delivery Chapter manager) - 5hrs
Scrum master/Team Coach - 10hrs
Delivery Lead- 10-15hrs

 

Prioritize ART Backlog, Update JIRA

 

 

Prioritize ART Backlog, Update JIRA

 

 

Socialize ART & Team Backlog

 

 

Socialize ART & Team Backlog

 

 

Socialize ART & Team Backlog

 

RTE(Delivery Chapter manager) - 5hrs
Product Owners - 5hrs
Scrum master/Team Coach - 5hrs
Agile Squads - 10hrs
Governance setup
Governance setup
Governance setup
Governance setup
Governance setup
RTE(Delivery Chapter manager) - 5hrs
Delivery Leads - 5hrs
Scrum master/Team Coach - 5-10hrs

Prep Plan - Week 5

M T W T F Roles and Time Commitment (Indicative)

 

PI Planning

 

 

PI Planning

 

 

PI Planning

 

 

Iteration Planning

 

 

All ART Stakeholders - 40hrs

Required Roles and their engagement to support Preparation for PI Planning

Roles  Engagement Level Stages

RTE (Delivery Chapter Manager)

 

High

 

  • Overall PI Planning Facilitation

  • Team Breakouts

  • Team Sync ups

  • ART Board, PI Planning Objectives, Risks & Dependencies

  • PI Planning Retrospective facilitation

Solution Architect (Chapter Managers)

 

Medium

 

  • Solution design for Epics

  • Create & prioritize Epic/Capability Enablers

  • Support Enterprise Architect in Organizational initiative strategies

Product Management

 

High

 

  • ART Backlog

  • Product Vision & Roadmap

System Architect (Technical, QA, Business, UI/UX, Data, Platform, etc)

 

High

 

  • Create & prioritize Epic Enablers

  • Support Solution Architect in solution design

  • Detailed Module level design

Dev & QA Team

 

Medium

 

  • Supports System architect in creating Epic & User Story Enablers

  • Prioritize Improvement initiatives from Team retrospectives

  • Familiarize with Team backlog for upcoming PI Planning

Product Owner

 

High

 

  • Team backlog

  • Support Product Management

Scrum Master

 

High

 

  • Support RTE in scheduling & Organizing PI Planning

  • Facilitates Team backlog socialization within Teams prior to PI Planning