SAFe PI Planning and the PI time box

SAFe PI Planning and the PI time box

I often get questions and concerns from the management on the concept of PI window and the PI planning event itself. Some comments I have heard are 

1) Two day PI planning is not productive 

2) The concept of the whole PI and events within the PI is not required 

3) We can postpone the system demo and do it later in the PI (towards the IP Iteration )

4) As long as we do team level retrospectives, we need not do the I&A event

I tried a numerous ways to help them understand the PI and the PI planning event, but could not convince them. Finally I use the Kotter's change management principles and now they seem to be convinced.

1) Establish a sense of urgency

a. The business executive presenting the intent behind the PI planning is the act that will establish the sense of urgency. The business goals needs to established in a time box of PI window which will also establish the sense of urgency wrt time. 

2) Create a powerful guiding coalition

a. The RTE, PM, Business Owners, Sys Architect, teams and in short the whole ART is a powerful guiding coalition. The ART members have been removed from the silo politics and have a common objective to achieve.

3) Develop the vision and strategy

a. The PM will share the product vision and establish how to achieve the business objectives

4) Communicate the vision

a. The Business executive, RTE, PM, Sys architect and Business owners will all communicate the goal to the ART

5) Empower employees for broad-based action

a. The teams are empowered to make decisions on what they can achieve how they design, Build and develop solutions. In the entire PI, the teams and PO will have content authority at the Team Backlog level, the PM has content authority at the Program level and teams are empowered to take Local decisions at the team level. 

6) Generate short-term wins

a. Every team demo is a short win, Every system demo is also a short term win

7) Consolidate gains and produce more wins

a. Every system increment at the end of every PI and releasing on demand during the PI will consolidate gains, provide feedback and produce more wins

8) Anchor new approaches in the culture

a. Teams reflect at the end of every iterations to make small improvements and reflect at the end of every PI to make a bigger improvement. 

In short the whole PI is a change management model to deal with dynamic business needs. 

If you can accept Kotter’s Principles as a great Change management tool, then why not a SAFe PI ?


Kapil Goel (Life Coach)

Life Coach ? Transformational Coach ? Inside Out Coach

6 年

Example Establish sense of urgency, but why do business executive will do that?

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Kapil Goel (Life Coach)

Life Coach ? Transformational Coach ? Inside Out Coach

6 年

Good article explaining key benefits of having PI planning and PI execution and how to do it. How ever one question in my mind, how did you convince management to follow and execute PI planning and systems demo is still not clear..

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Chetan Bhambri

UinLead: Simplifying Leadership, Amplifying Impact | ICF-PCC

6 年

Makes perfect sense. And, PI planning provides an unmatched opportunity to have all stakeholders (Business, Product management, Architecture team & ART ) commit to a shared objective & be aware of risks for upcoming PI ( typically 10-12 weeks). That's a great output from a 2 days event.

Abram Janse

Business transformation

6 年

a simple and effective way to communicate an essence of scaling Agile: collaborative planning.

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