SAFe PI Planning
Current Template will help you to save time on preparation and increase the levels of event Facilitation.
Introduction to PI Planning: A Quick Overview Program Increment (PI) Planning is a cadence-based, face-to-face event that serves as the heartbeat of the Agile Release Train (ART), aligning all the teams on the ART to a shared mission and Vision. PI planning is essential to SAFe: If you are not doing it, you are not doing SAFe.
It may not always be practical for the entire Agile Release Train (ART) to collocate however, and in our current times COVID-19 has created a situation where this isn’t an option. While physical face to face planning has its benefits, the unwritten SAFe ‘rule’ is “the people who do the work plan the work.” When physical presence is not possible, real time, concurrent, virtual, face to face planning has now proven to be effective. Indeed many ARTs have been successful in creating a hybrid situation where several teams join remotely.
Tooling is the cornerstone of distributed PI planning and several different types of PI Planning tools are required in combination to support the activities that take place.
Here you have all you need to facilitate PI Planning:
Program Backlog
Program Board
Team Board
Program Risks
SoS Checklist
Areas for Agenda, Logistic, Management Adjustments
Planning Retrospective template
This template was created by Maxim Batalin.
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Blameless postmortem canvas
Works best for:
Agile
The Blameless Postmortem Canvas is a structured framework for conducting blameless postmortems following incidents or failures. It provides sections for documenting the timeline, impact, root causes, and actionable insights. This template promotes a blame-free culture of learning and improvement, enabling teams to analyze incidents objectively, identify systemic issues, and implement preventive measures. By fostering transparency and accountability, the Blameless Postmortem Canvas empowers organizations to learn from failures and enhance resilience, driving continuous improvement and reliability.
Agile Board Template
Works best for:
Agile Methodology, Meetings, Agile Workflows
Part of the popular Agile framework, an Agile Board is a visual display that allows you to sync on tasks throughout a production cycle. The Agile Board is typically used in the context of Agile development methods like Kanban and Scrum, but anyone can adopt the tool. Used by software developers and project managers, the Agile Board helps manage workload in a flexible, transparent and iterative way. The Agile template provides an easy way to get started with a premade layout of sticky notes customizable for your tasks and team.
The Team Canvas
Works best for:
Agile
The Team Canvas is a versatile tool for aligning on goals, roles, and processes. It provides a structured framework for defining purpose, clarifying responsibilities, and visualizing the working environment. By fostering open communication and shared understanding, this template facilitates collaboration and increases team cohesion, empowering you to create a shared vision and drive collective success.
All-in-one PI Planning
Works best for:
Agile
The All-in-one PI Planning template streamlines the SAFe Program Increment (PI) Planning process by providing a comprehensive framework for teams to collaboratively plan and align on objectives and dependencies. It integrates essential elements such as PI Objectives, Team Breakouts, and Program Board, enabling teams to visualize, prioritize, and coordinate work effectively. This template empowers Agile Release Trains to deliver value predictably and efficiently, driving alignment and synchronization across the organization.
Sailboat Retro
Works best for:
Retrospectives, Agile Methodology, Meetings
The Sailboat Retrospective template offers a metaphorical journey through past iterations and future goals, likening the retrospective process to sailing a boat. It provides elements for identifying driving forces (winds), restraining forces (anchors), and destination (goal). This template enables teams to reflect on what propels them forward, what holds them back, and where they want to go next. By promoting visualization and metaphorical thinking, the Sailboat Retrospective empowers teams to navigate challenges, set sail towards their objectives, and steer towards success effectively.
Team´s High Performance Tree
Works best for:
Agile, Meetings, Workshops
The Team's High Performance Tree is a visual representation of the factors influencing team performance. It provides a structured framework for identifying strengths, weaknesses, and areas for improvement. By visualizing factors such as communication, collaboration, and leadership, this template enables teams to assess their performance and develop strategies for enhancement, empowering them to achieve peak performance and deliver exceptional results.