PI Planning Template
Bring your team toward one vision and decide what stories to develop with the PI Planning Template. Manage your team's backlog, increase productivity, and build the foundation for a successful PI Planning event.
Trusted by 65M+ users and leading companies
About the PI Planning Template
Many product teams and agile facilitators use PI Planning to align and bring teams towards one shared vision. PI Planning is supposed to happen in person, but since the rise of hybrid work, many teams run it remotely. Miro’s PI Planning Template helps you get an excellent overview of your PI Planning event, with step-by-step frames that will guide you through the whole process.
Keep reading to know more about how to use the PI Planning Template.
What is PI planning?
PI planning or “program increment planning” is a method for strategizing toward a shared vision among teams. In a PI planning event, teams, stakeholders, and project owners are assembled to review a program backlog and determine what direction the business will take next. Typically, organizations carry out PI planning every 8 to 12 weeks.
Benefits of PI planning
PI planning can be useful in a number of ways, and teams in various industries apply the PI methods to boost efficiency and productivity.
Establish face-to-face communication
One advantage of PI planning is that it enables all the various stakeholders and teams on a project to meet face-to-face and talk about the overall mission and goals. This is the crucial first step towards aligning all the different parties towards the same mission and goals.
PI planning fosters cross-team and cross-Agile Release Team (ART) collaboration and establishes a clear backlog and schedule for when tasks should be completed. With teams syncing and communicating in the right way and focused on their own goals, overall team productivity improves.
Align team goals
One of the main goals of the PI planning process is to set clear goals and ensure that all stakeholders and team members are working towards that goal. Making sure that everyone understands and shares the same goal is the foundation of a unified team effort.
When to use PI planning
PI planning is part of the Scaled Agile Framework (SAFe), which is designed to help developers overcome the challenge of coordinating across teams, processes, and programs. In the SAFe model, teams are assembled into Agile Release Trains (ARTs), each of which works on a specific part of a broader goal.
To engage in PI planning, the Agile Release trains are brought together every 8 to 12 weeks. 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.
Create your PI Planning board
You can easily organize a PI Planning event remotely or in-person with Miro. Our PI Planning Template is divided into four parts:
Read below to see how to use each part of the PI Planning Template:
PI Planning Agenda
Have a dedicated space to share the PI Planning schedule, where every participant will know what to expect and when. This will include all the PI Planning stages. Add a Program Backlog so you and your team know what still needs to be worked on.
Program Board (SAFe)
Here is where you and your team add milestones and iterations and how they correlate. Color-code tasks and connect them with lines and arrows to indicate flows and interdependencies. On the Program Board, you will overview features, dependencies, and milestones.
A ROAM Board is where you and your team can see the program’s risks. That’s the moment to identify obstacles to achieving goals and decide how to proceed. Use the voting feature to perform the confidence vote.
Each team will have precise future iterations, tasks, and objectives moving forward. What’s on this frame needs to be included in the roadmap.
General considerations when running a PI Planning session:
Bring everyone together
Make sure all stakeholders, teammates, and project owners are present for the first all-hands planning session. For remote PI planning, you might choose to use video conferencing tools, which are widely used now.
Clarify team goals
Now, the team comes together to articulate the vision for the product or solution. Answer these questions: How are you filling customer needs? How have market changes impacted your ability to do so?
Draft a plan
Bring all these components together in a project management document for management and teams to review.
Tip: you can easily add Jira cards to your PI planning board to organize Jira issues and mark dependencies.
How do you do PI Planning?
A PI Planning event has a duration of 2 days, and it can be done remotely or in person. To run a successful PI Planning session, make sure that at the end of it you and your team come out with two things: committed PI Objectives and a Program Board where you will see the next milestones and delivery dates.
What are the PI planning stages?
The PI Planning event is divided into two days. On the first day, present your business context, draft a plan and manage and review blockers or constraints. The second day is meant to review your plan, evaluate program risks, perform the confidence vote and plan the rework and next steps.
Simple Project Plan Template
Works best for:
Project Management, Strategic Planning, Project Planning
A simple project is a North Star for your team, helping them answer any big questions about the project. The project plan should describe the nature of the plan, why you’re doing it, how you’ll make it happen, how you’ll carry out each step of the process, and how long each step is projected to take. If you’re a project manager or team lead, use this template to start a simple project plan, which can then be adapted to suit internal team projects or external client partner projects.
Prune the Product Tree Template
Works best for:
Design, Desk Research, Product Management
Prune the Product Tree (also known as the product tree game or the product tree prioritization framework) is a visual tool that helps product managers organize and prioritize product feature requests. The tree represents a product roadmap and helps your team think about how to grow and shape your product or service by gamifying feedback-gathering from customers and stakeholders. A typical product tree has four symbolic features: the trunk, which represents the existing product features your team is building; the branches, each of which represents a product or system function; roots, which are technical requirements or infrastructure; and leaves, which are new ideas for product features.
Works best for:
Agile Methodology, Meetings, Retrospectives
The Sailboat Retrospective is a low-pressure way for teams to reflect on how they handled a project. By defining your risks (the rocks), delaying issues (anchors), helping teams (wind), and the goal (land), you’ll be able to work out what you’re doing well and what you need to improve on for the next sprint. Approaching team dynamics with a sailboat metaphor helps everyone describe where they want to go together by figuring out what slows them down and what helps them reach their future goals.
One Pager Template
Works best for:
One-page project summaries are essential tools for synthesizing complex information into a clear and concise format. They offer significant benefits by enhancing team alignment. By distilling the core elements of a project or idea onto a single page, these summaries facilitate a shared understanding among team members and stakeholders. This shared understanding is crucial, especially in fast-paced environments where clarity and quick comprehension of key project aspects can dramatically improve decision-making and coordination. The structured yet flexible design of these summaries allows teams to focus on what truly matters, reducing miscommunication and increasing the efficiency of project execution.
Works best for:
Project Management, Task Management
The Checklist Template is designed to organize and track tasks visually, offering workflow clarity. A key benefit of using this template is its potential to amplify collaboration, ensuring that all team members remain aligned and informed, paving the way for efficient project completion.
Value Stream Mapping Template
Works best for:
Project Management, Strategic Planning, Mapping
A value stream map can help you refocus your business on steps that actually provide value to your customers, cutting out wasteful and inefficient processes. With this template, you and your process team can collaborate on a value stream map today.