Turning Up the Magic in PI Planning

1
Turning Up the Magic
in PI Planning

2
Adrienne Wilson
SAFe SPCT
COO, Pretty Agile
Em Campbell-Pretty
SAFe Fellow + SPCT
CEO, Pretty Agile

@AgileCanuck
@PrettyAgile #notrainwrecks
“We have found that we get a
great deal of value from
recognizing things that are going
well and finding ways to
increase the good from those
things. We call this “turn up the
good”. While it can be useful to
identify problems and try to fix
them, we find we get even more
value from finding ways to
increase the things that are
going well.”
—Woody Zuill

@AgileCanuck
“There is no magic
in SAFe . . .
except maybe
for PI Planning.”
—Dean Leffingwell

@AgileCanuck

@AgileCanuck
Feature
Disco Your
Way to PI
Planning

@AgileCanuck
The Standard
Two –Day PI
Planning
Agenda

@AgileCanuck
Turn Up the Good with a Time Shifted Agenda
There are no second
class citizens on an
Agile Release Train.

@AgileCanuck
Turn Up the Good with Context Briefings
aka Don’t be Boring!

@AgileCanuck
https://www.slideshare.net/sharonbowman/six-trumps-six-learning-principles-that-trump-traditional-teaching

@AgileCanuck
Turn Up the Good with the Architecture Briefing
You Can’t Read This But…..

@AgileCanuck
How Do The Features
Hang Together?
Feature 1 Feature 2
Combined View

@AgileCanuck
Planning Context
19
© Scaled Agile, Inc.
Planning requirements
20
© Scaled Agile, Inc.
Team deliverables – detail
4 If a Story has a dependency, put a red
sticky on it describing the dependency.
Put a check mark through it once the
dependency has been addressed.
4 If a risk is broader in nature,
put it on the risk sheet
4 If needed, allocate a percentage of
capacity for unplanned activities like
maintenance and production support
4 The last Iteration will be used for
Innovation and Planning (IP)
4 You should have a capacity but not a
load on the IP Iteration, since it should
not contain any user value stories
4 PI Objectives should be written as
‘SMART’ objectives
4 Objectives are assigned business value
during the second team breakout
4 Stories supporting uncommitted
objectives are included in the load
calculation
4 Program risks are those that need to be
escalated to the program level. They
will be captured and ‘ROAMed’ after the
final plan review.
4 Team risks are those under the team’s
control. They won’t be presented.
Iterations
Capacity____
Load____
Iteration 1.5
Capacity____
Load____
X
IP Iteration

@AgileCanuck
Turn Up the Good with a PI Planning Kanban

@AgileCanuck
Discovery
10%
Innovation
10%
Maintainance
10%
Features
70%
Allocate Capacity to
Feature Definition (Disco) &
Innovation EVERY Iteration
Turn Up the Good with Capacity Allocation

@AgileCanuck
Ask all team
members on the ART
to write stickies for all
the work they plan to
do during the PI that
is not related to the
Program Backlog and
add it to their teams’
planning board.
Turn Up the Good by Making the Invisible (BAU) Work Visible

@AgileCanuck
Turn Up the Good with Team Breakouts

@AgileCanuck
Scrum Master Facilitation Plan
“You’ll need to apply two
days of planning for
every day of a highly
effective meeting. That
means that to plan a
highly collaborative two-
hour meeting, you
should set aside four
hours of planning time.”
—Jean Tabaka

@AgileCanuck
Turn Up the Good with the Program Board & Dependency Cards

@AgileCanuck
Turn Up the Good with Scrum of Scrums

@AgileCanuck
Turn Up the Good with the Draft Plan Review

@AgileCanuck
Turning Up the Good with Management Review
Does anyone recall
which team raised the
issue with …..
I’m
hungry
I’m tired, is
day ever going
to end..

@AgileCanuck
Dear
Management
Letters

@AgileCanuck
Prioritise and Time Box the Management Review
Must
Discuss
Should
Discuss
Could
Discuss

@AgileCanuck
Turning Up the Good with Planning Adjustments

@AgileCanuck
Turning Up the Good with ROAM
Which team raised
this risk?
Whose handwriting
is this? Can anyone
read this?

@AgileCanuck
RISKS
Program Risks Team Risks
Separate Team Risks and Standardise the Format

@AgileCanuck
Continuously ROAM

@AgileCanuck
Have the Leaders Commit to the ROAM Outcomes

@AgileCanuck
Turning Up the Good with the Confidence Vote

@AgileCanuck
CHANGE THE ORDER, FROM BOs FIRST

@AgileCanuck
….TO BUSINESS OWNERS LAST

@AgileCanuck
Turning Up the Good with the PI Planning Retrospective
“We did not set out to invent a new
way to work, or to extend the idea
of pair programming. We simply
noticed something that was
working well for us and expanded
on it..”
—Woody Zuill

Em Campbell-Pretty
CEO & SAFe Fellow
@PrettyAgile
linkedin.com/in/ejcampbellpretty/
em@prettyagile.com
Adrienne Wilson
VP of Operations & SPCT
@AgileCanuck
linkedin.com/in/adriennelwilson
adrienne@prettyagile.com

Turning Up the Magic in PI Planning

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Turning Up the Magic in PI Planning