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SAFe PI Planning

Becky Juda

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I’m Becky Juda, Senior Agile Delivery Manager at CleanChoice Energy, and I’m excited to share this template with you. It’s our team’s PI planning process using Miro.

Pro tip: Watch my Talktrack where I walk you through how to use the template.

🌟 FEATURES:

  • A tried and true framework for structured PI planning sessions

  • Tips for effective collaboration and team alignment

  • Streamlining task prioritization and dependency management

👩‍💼 WHO WILL LOVE IT?

Agile teams and project managers aiming to enhance PI planning efficiency. You’ll gain clarity on quarterly goals, streamline cross-team coordination, and accelerate project delivery.

➡️ HOW TO USE IT:

  1. Click “Use Template”

  2. Play the Talktrack walkthrough

  3. Customize the board with your team’s specifics

  4. Invite stakeholders to facilitate clear and collaborative PI planning

💛 SHARE THE KNOWLEDGE:

Spread the word! Your colleagues might benefit from this template too.

Becky Juda

CleanChoice Energy


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