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What is PI Planning in Agile: A comprehensive guide

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Updated on:
August 18, 2024
August 30, 2024
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Program Increment (PI) Planning is one of the most important aspects of the Scaled Agile Framework. It is a two-day event where Agile teams, business owners, and stakeholders plan the work for the next two months, eight to twelve weeks. Agile PI planning is therefore aimed at reviewing the Agile release train’s vision and mission according to the product roadmap. It encourages cross-functional working as during the team planning breakout, risks, and dependencies are easily pointed out. After the collaboration, Agile teams set up their team goals, which led to the definition of the program increment goal, which will guide the program over the subsequent weeks.

Introduction to PI Planning

PI Planning or Program Increment Planning is an integral part of the Scaled Agile Framework known as SAFe. It involves the Agile teams, business owners, and other stakeholders to facilitate more of a synchronized common cause and set team goals for the upcoming program increment. It is an important component of the Agile release train which is a major value delivery mechanism in Agile projects.

The process includes planning the breakouts for the teams, risk and dependency analysis, and product roadmap synchronization. It guarantees the program is run effectively to provide maximum value. Agile PI planning is used to help product managers and business owners steer teamwork and stay on track.

Definition of PI Planning

PI Planning is one of the SAFe events where Agile teams, together with stakeholders and business owners, meet to collaborate and define the following PI. This consists of planning breakouts that the team must attend to address and agree with the product owner on the product vision and plans as well as the team goals for the next Agile project. 

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The Agile Release Train (ART) is one of the essentials of PI planning because it defines the delivery of solutions. The business owners, product managers, and stakeholders are responsible for the risk and dependency identification, and program planning or phasing.

The importance of PI Planning in Agile

PI planning is a critical step in the Scaled Agile Framework; it is agile, and it is done at the program level. It brings the team that works with Agile methodologies closer to business owners and improves the efficiency of the program. This forms the basis of structuring a detailed product plan and strengthening the objectives of a team in a program increment.

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Furthermore, the Agile PI planning process assists in the risk and dependencies management in Agile projects. It also helps with issues to do with stakeholders and product managers, as well as assigning planning breakout sessions. In the end, such a minute approach helps in creating an Agile release train with little hitches.

Key elements of PI Planning

PI planning is an important event within the Scaled Agile Framework that is used for promoting the collaboration of Agile teams on a shared goal. It includes the Agile release train which is multiple Agile teams in an Agile project planning on the next Program Increment (PI). This process is initiated by a product roadmap which is developed by product managers and business owners. Some of the key activities include setting the objectives of the formation of the team, risk, and other dependencies evaluation, as well as planning breakouts of the team about the execution of the program. A good Agile PI planning is the one that brings all stakeholders on the same level with the same understanding of goals.

Agile Release Train (ART)

An Agile Release Train is a subset of the Scaled Agile Framework that helps to align Agile teams with the business strategy. It helps product managers, business owners, and their stakeholders to deliver Agile projects by aligning people to the same technical rhythm and integrating them.

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Agile ART consists of program increment, Agile PI planning, team goals, and program delivery. In ART, different teams use the concept of team planning breakouts to come up with a roadmap on the product, risks and dependencies, and goals of the program for each increment. It thus builds a stable, predictable way of implementing large-scale solutions.

Program Increment (PI) objectives

Program Increment (PI) objectives are the part of Agile PI planning process in the framework referred to as Scaled Agile Framework. These objectives are as follows and help the Agile Release Train to ensure that all the Agile teams work in the direction of the bigger product vision. Program increment is a significant and time-consuming process including a lot of planning and integration of product managers, business owners, and other players. In the course of team planning breakout sessions, these diverse stakeholders provide an overview of the team’s goals for the next increment and possible threats and factors that may influence program delivery. These are the PI objectives that apply to Agile projects, and they are important since they help to keep the project on track and in line with organization objectives.

Business context and vision

In the modern world of business growth, integration, cross-team cooperation, Agile release training, and program increment serve as the main approaches to successful Agile teams. In the context of the Scaled Agile Framework (SAFe), these strategies are useful in the generation of an Agile PI plan, creating a big picture of a product and goals, and also in aligning team goals. The inclusion of business owners, product managers, and stakeholders enhances the achievement of Agile projects even more.

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Risk and dependency management can be effectively performed during the execution of a program when there is proper planning that is as accurate as possible. Furthermore, when having team planning breakouts, everyone on the team has a chance to give his or her input, which fosters teamwork. Keep in mind the following things: 

  • Coordination with other Agile teams, the ART, and the PI are the foundational elements for Agile teams.
  • Customers, producers, and general stakeholders improve on Agile PI planning and project delivery.
  • Risk and teamwork are controlled through accurate planning and division of the members of the team.

Stages of PI Planning process

First of all, PI Planning starts with the vision of business owners and product managers on the product roadmap. This roadmap enlightens the Agile teams on the ART and the program increment so that there can be proper coordination and planning of the Agile projects. Then, following the guidelines of the team working agreement and in the team planning breakouts, the team objectives for the next program increment are stated. This stage is aimed at risk and dependency identification so there will be no problems during the program running. As a result, feedback from stakeholders is incorporated into the process at several points to make sure that it is in line with the objectives of the organization. These stages represent the Agile PI planning according to the Scaled Agile Framework to enhance the output predictability across and within the Agile teams.

Preparation for PI Planning

Agile PI planning preparation entails creating a product roadmap as well as getting the goals of the team in the Agile release train. Members of Agile teams, business owners, product managers, and other stakeholders attend to foster cross-functional relationships. Actually, in the Scaled Agile Framework, this priory-setting exercise is used to determine how the program increments drive its value.

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While preparing, team planning breakouts are provided to have close conversations on the Agile projects. Also, risks and dependencies are defined in advance, which makes the further program functioning highly predictable. The preparation phase makes all the teams to be in harmony with the overall picture and in a position to perform their expected tasks.

Executing the PI Planning event

The Agile PI planning event is one of the key events in the scaled agile framework. It draws all the Agile teams, business owners, and product managers into defining the program increment and building a very precise product vision. The purpose is to foster interdependency and ensure all team goals are harmonized for optimal program delivery. In the PI planning event, the team planning breakouts are used to assist in the identification of risks and dependencies. This helps to advance in Agile projects without a hitch. More importantly, it guarantees that there is a strong correlation between the Agile release train and business strategy.

Post-PI Planning Activities

The following are some of the important activities that transpire within the Scaled Agile Framework after Agile PI planning: These are; the integration of multiple Agile teams and the stakeholder’s involvement, identification of team goals, and management of risks or issues that may be linked to other teams. It provides the Vision for the Agile release train and determines the product backlog. These post-PI activities involve business owners, product managers, and Agile project leaders to ensure that every program increment is in harmony with the laid down goals. Moreover, these activities afford the planning of breakout sessions by the teams and program delivery, which are critical in the delivery of the agreed development plan. Some of the roles that are usually assigned in the PI planning meetings include the following;

In regards to the roles that are involved in the Agile PI planning then they are the Agile release train, product managers, and business owners. The Agile teams work in an Agile release train which is a sequence of activities directed at program and synchronization within SAFe. Product managers are crucial as they plan the product vision and oversee issues and concerns related to the product. At the same time, the owners and stakeholders of businesses participate in the setting of goals and objectives of teams and Agile projects. Next, one has team planning breakouts, which are more specific discussions with the team about what each of the plans entails.

Role of product management

As an Agile PMO, Product Management plays an important part in the management of the Agile release train and the positioning of the product vision to the overall goals and directions of the teams. It is done during Agile PI planning and the program execution phases with Agile teams, business owners, product managers, and other stakeholders. Also, Product Management is responsible for leading the breakouts of team planning and risks or dependencies that might be present. These work within the Scaled Agile Framework, to guarantee the achievement of Agile projects. In conclusion, product management plays a critical role in bridging the gap between business strategies and implementation, as well as aligning the appropriate resources for maximum productivity. 

Role of Agile teams

Cross-functional groups are essential in the Scaled Agile Framework because they help to fulfill team goals and support Agile projects. They are core to Agile PI planning and participate in team planning breakout where they interact with the business owners, product managers, and stakeholders to set the product vision and identify risks and constraints. The output of the Agile teams is integrated into the overall program increment and forms part of the Agile release train.

Key responsibilities include:

  • Implementing a process of liaison between the organization and its stakeholders.
  • Ensuring effective program execution.
  • I must say that one of the major strengths of this strategy is the fact that objectives are always set about the general goals of the business.

Role of business owners

One of the key participants in the Scaled Agile Framework (SAFe) is business owners who guarantee Agile teams’ business orientation during the Agile release train. They consult the product managers in the creation of the product vision and the goals of the Agile teams, thus offering direction to the teams.

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Business owners have work to be done such as participating in team planning breakout in PI and Agile PI planning, identifying risks and dependencies for a program, and guiding the execution of a program. This commitment enhances strong collaboration between scrum teams and other teams hence supporting the success of Agile projects. They also utilize stakeholders frequently to update them on the progress and the dynamics of the product environment. All these efforts by the business owners contribute to the strategic positioning and value creation of the enterprise.

Benefits of PI Planning for agencies

Several advantages can be noted with PI Planning for agencies: cross-functionality, team goals are identified, and better program delivery is achieved. It gathers business owners, product managers, agile teams, and stakeholders on an Agile release train to be on the same page on the product roadmap. This Scaled Agile Framework brings in transparency of the previously ‘hidden’ risks and dependencies so that they can be addressed right from the start increasing the success probability of Agile projects.

Also, in Agile PI planning, the teams have team planning breakouts, where the detailed tasks are described, thus offering better direction. Hence, planning a Program Increment helps maintain the proper coordination with other teams or stakeholders that are involved in the project, and makes it a coordinated effort.

Improved communication and collaboration

Thus, the Scaled Agile Framework enhances communication and cooperation through Agile PI planning and Agile teams. This framework involves business owners, product managers, and all the interested parties in the development of a product roadmap and setting of team goals. The Agile release train encourages the integration of Agile teams and thus the improvement of the effectiveness of Agile projects.

During the team planning breakouts, everyone is required to describe and discuss the risks and dependencies. This makes it easy to have a common understanding and proper communication among the various people involved in the implementation of the program. As a result, this leads to a less complicated process and better outcomes.

Alignment of business goals

Scaled Agile Framework (SAFe) directs Agile teams towards the concept of business value with business owners and product managers for a common purpose. During the planning of an Agile PI, the teams can see the overall picture in terms of product vision which helps in having a unified goal in terms of team goals. Effective usage of an Agile release train improves the interactions between the functions in a program hence improving the results of program execution. It is such a strategic alignment SAFe provides that concept-to-cash values can be fluently rendered via Agile projects. People ensure they go to the team planning breakouts hence minimizing risks and dependencies as a team. Thus, it is important to manage the business objectives to facilitate the delivery of a successful program increment.

Increased predictability and transparency

The Scaled Agile Framework provides a substantial improvement in predictability through the Agile release train and the program increment. These practices enhance interdependent communication among Agile teams to enhance clear communication on team goals, agile projects, and program delivery.

In Agile PI planning, team planning breakouts are used and a product roadmap is come up which is understandable by all the members. It is up to date for stakeholders, business owners, and product managers, regarding the risks or dependencies that may be encountered. It leads to enhanced control as well as predictability of the process, which is otherwise not very transparent.

Common challenges in PI Planning and how to overcome them

Some of the complexities of PI planning in the Scaled Agile Framework include; how to ensure that Agile teams are aligned, how to create cross-functional collaboration, and how to create an Agile release train. To overcome these challenges, there is a need to ensure that business owners, product managers, and stakeholders come together to create a product map. Agile PI planning should have team objectives identified in the team planning breakout sessions to avoid risk and dependence. Even though such sessions may be as dense and as complex as portrayed here, the importance of keeping the focus on program execution in this Agile project component cannot be overemphasized.

Managing remote PI Planning

Cross-functionality of the Agile teams is a crucial factor in the management of Remote PI Planning in the Scaled Agile Framework. This process consists of the program increment planning where the Agile PI planning is done with stakeholders and the Agile release train. Unanimity in terms of the product vision and the team goals and objectives is very important for the business owners, the product managers, and the team members. They are deliberated in team planning breakout sessions, and potential risks and dependencies when it comes to program implementation are also looked at. This method helps improve the relationship between Agile teams, the stakeholders, and product management thereby improving project success.

Ensuring active participation

The cross-team coordination of Agile planning of work takes place as part of the Agile PI planning process for Agile teams in an ART. Much effort is drawn from the business owners, product managers, and other interested parties in this step of the Scaled Agile Framework. They are used in setting the team targets and in developing the overall product plan.

During the team planning breakouts, matters touching on risks and dependencies are raised to ensure that the right program is run. Program Increment is thus effectively implemented and thereby Agile projects are made more efficient. This constant engagement ensures the achievement of the Agile projects within the required timeframe. Here are a few things to note: 

  • PI planning in an Agile environment is a process that takes place at the level of an Agile Release Train and implies the cooperation of multiple teams.
  • Managers in the organization, product managers, and anyone else who must take responsibility for a product establish goals and make plans for a product’s further development.
  • The risks and dependencies are met in the team planning breakouts to improve the program’s flow.

Dealing with unclear objectives

In every program increment of an agile team, there is always a challenge of having several objectives that are not well defined. This can affect an Agile release train and the cross-functional work that is an important part of the Scaled Agile Framework. Thus, it is crucial to clearly state the objectives of a team during the Agile PI planning. Product managers, business owners, and other stakeholders have to make sure that the product has a detailed plan of development. In addition, team planning breakouts may be useful in dealing with risks and dependencies as well. Clearing objectives can go a long way in enhancing Agile projects as well as program delivery.

Tools for effective PI Planning

Agile PI planning is important to create alignment of Agile teams and stakeholders and is supported by the Scaled Agile Framework (SAFe). Some of the tools used in PI planning are the product roadmap necessary in Agile projects, team goals to keep the team on track, and team planning break out that help members to mix. Precise planning demands the involvement of all relevant players: managers of businesses, product owners, and Agile release train masters. Tools for effective identification of risk and dependencies help make PI planning effective for the successful running of the program.

Atlassian Jira for PI Planning

One of the best examples of PI planning in the context of the SAFe is Atlassian Jira, which is an essential tool for Agile teams’ collaboration. It assists in the synchronization of team goals with the product vision, supports planning of the breaks, and assists in risk and dependency management. Jira helps to benefit not only Agile teams, but also product managers, stakeholders, and business owners to perform Agile projects efficiently. The use of Jira for PI planning also helps in managing the ART, to optimize program execution for the Agile Release Train.

Using PI Planning App in Azure DevOps

The presence of the PI Planning App in Azure DevOps makes it easier for organizations to undertake Agile PI planning hence enhancing the Scaled Agile Framework. In the case of an agile team, it can align the product roadmap set the goals and objectives of the team, and even design the program increment timelines due to its extensive features of cross-team collaboration. This tool helps business owners, product managers, and other stakeholders to evaluate risks and dependencies, navigate the program, and move Agile projects forward. In addition, the Agile release train planning is integrated and the team planning breakouts are expected and controlled hence offering an improved visibility of large-scale agile implementations.

Planview LeanKit for visualizing PI Planning

‘Planview LeanKit’ can be considered an essential tool to support Agile PI planning. It helps to visualize the product vision, manage Agile projects, and support collaboration between the business owners, product managers, and Agile teams. In particular, it is intended to integrate with the Scaled Agile Framework to improve the flow of an Agile release train. Some features are not available in other platforms like the team planning breakouts that are extremely important in planning for the teams and handling risks and dependencies. It does this through a detailed dashboard that it provides that makes a clean progression of the program increment, thus facilitating proper program flow.

Conclusion: Maximizing the value of PI Planning

It is therefore important to get the most out of Agile PI planning in terms of its impact on the cross-communication of Agile teams, business owners, and stakeholders. This greatly improves the Agile release train and helps to ensure that programs run properly. If the product roadmap, team goals, and risk and dependencies are defined during team planning sessions in the Scaled Agile Framework, this framework increases the effectiveness and efficiency of Agile projects. This process involves product managers in delivering high-quality solutions and value-added.

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