Preparing for a fully remote PI Planning event for companies scaling Agile using the Scaled Agile Framework (SAFe) is different than planning for an in-person event. This deck supports a webinar Applied Frameworks hosted on April 9, 2020 when Kevin Rosengren and Kim Poremski talked with Laura Richardson about the role of the Product Owner and Product Manager in planning a successful fully remote PI Planning event. https://appliedframeworks.com/remote-pi-planning-techniques-that-work/

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Welcome to the Remote PI Planning
Webinar
Product Owner & Product Manager Edition

2. Thank you for joining.
Laura Richardson
Webinar Host &
SVP Sales, CSM, SPC
lrichardson@appliedframeworks.com
Kim Poremski
Principal Consultant
CSP-PO, CSP-SM, SPC
kporemski@appliedframeworks.com
Kevin Rosengren,
Engagement Director
CSP-PO, CSP-SM, SPC
krosengren@appliedframeworks.com

3. The Challenge
● The response to COVID-19 has
prevented companies from collaborating
face-to-face
● The “show must go on” for many
companies to continue to collaborate in
the face of distributed teams
● Holding off on planning activities will
impact how businesses will recover and
maintain competitive positioning

4. Remote planning faces several challenges
● Planning remotely is different and should be treated differently
● An extended runway is needed for preparation
● Maintaining communications among team members is critical

5. Four key elements of effective remote
planning
1. Thoughtful advanced scheduling and preparation
2. Extended timeline for fully remote participation
3. Added logistics and coordinated remote facilitation
4. Collaboration tools required to facilitate remote interaction

6. Four half-days are recommended for
remote planning
Business Context
Planning Context
Product
Solution/Vision
Architecture Vision
& Dev Practices
Final Plan Review
Mgmt Review &
Problem Solving
Draft Plan Review
Team Breakouts
Team Breakouts
Planning
Adjustments Program Risks
8:00 -
8:45
9:00 -
10:15*
10:30 -
11:15
11:30 -
12:00
8:00 -
11:00*
11:00 -
12:00
12:15 -
~~~
8:00 -
8:45
9:00 -
11:00*
11:10 -
12:00
8:00 -
8:45
9:00 -
9:15
Confidence Vote
Plan rework
Planning
Retrospective
9:15 -
10:45*
11:00 -
12:00
* Including intermittent breaks
Facilitator Inspect
& Adapt
1:00 -
1:45
Facilitator Inspect
& Adapt
2:00 -
2:45
Facilitator Inspect
& Adapt
1:00 -
1:45
Day 1 Day 2 Day 3 Day 4

7. An extended timeline for preparation is
required
• Identify portfolio allocation
across features, R&D,
defects, tech debt, infra, etc.
• Begin narrowing down
targeted features for the
iteration
• Decompose, Prioritize and
estimate backlog
• Establish Calendar Invites
for planning
• Finalize list of targeted
features for the iteration
• Decompose features into
smallest units of value
• Refine estimation
• Prepare initial inter-team
risk and dependencies
• Identify remote
collaboration tool-set to
support planning event
4WEEKS 3WEEKS 2WEEKS 1WEEK
• Continue backlog
refinement
• Finalize business
context, vision
presentations
• Facilitation team meet
to plan logistics,
review with leadership
• Implement and
acclimate employees
to new tools
• Update risks &
dependencies
• Adjust target feature set
for iteration based on new
discoveries
• Conduct dry run of
collaboration tools
• Rehearse timing of
business and architectural
vision presentations

8. An extended timeline for preparation is
required
• Identify portfolio allocation
across features, R&D,
defects, tech debt, infra, etc.
• Begin narrowing down
targeted features for the
iteration
• Decompose, Prioritize and
estimate backlog
• Establish Calendar Invites
for planning
• Finalize list of targeted
features for the iteration
• Decompose features into
smallest units of value
• Refine estimation
• Prepare initial inter-team
risk and dependencies
• Identify remote
collaboration tool-set to
support planning event
4WEEKS 3WEEKS 2WEEKS 1WEEK
• Continue backlog
refinement
• Finalize business
context, vision
presentations
• Facilitation team meet
to plan logistics,
review with leadership
• Implement and
acclimate employees
to new tools
• Update risks &
dependencies
• Adjust target feature set
for iteration based on new
discoveries
• Conduct dry run of
collaboration tools
• Rehearse timing of
business and architectural
vision presentations

9. Identify portfolio allocation across
horizons
Three Horizons Framework

10. Align on feature, infrastructure and
maintenance mix
Success Sliders Framework

11. Narrow down target features
Prune the Product Tree Framework

12. Finalize list of features to refine
“Fund a Feature” Framework

13. Decompose features into smallest units of
value
INVEST Framework Vertical Story Slicing

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