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PI Planning Checklist

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Review this checklist to prepare for all aspects of Remote PI Planning several weeks before the event. Remote PI Planning Your Pre-PI Planning Checklist ORGANIZATIONAL READINESS INFORMATION COLLECTION READINESS/VERSIONONE SET UP VIRTUAL ENVIRONMENT READINESS Research video conferencing tools and get input from Agile teams on their tool-of-choice Select a video conferencing tool that supports more than 100 attendees and provide additional functionality such as screen sharing, whiteboarding, and polling Set up virtual rooms for individual teams to collaborate during team breakouts, cross-team collaboration during scrum-of-scrums breakouts, and key stakeholders to reach decisions in the management review session Appoint a dedicated person to orchestrate and mediate technology during the event Document clear working agreements Document clear instructions on how to use tools employed Distribute tip sheet of working agreements and tool instructions with teams Organize a half-day Pre-PI Planning event with key stakeholders Prepare the business context, portfolio vision, and strategic themes presentation for day one Build the product/solutions roadmap and timeline for upcoming three PIs Define the architecture vision, improvements to development practices, and overall technology strategy for the upcoming PI Determine the top ten features for the upcoming PI, prioritized by WSJF Prepare facilitators on their roles and responsibilities Complete team and Agile Release Train rosters to show locations and contact information for all stakeholders Store all content in a central location that can be accessed by everyone involved Create separate Planning Rooms, one for the ART, one for each individual team, one for the scrum- of-scrums breakout, and one for the management review session Share the event agenda, executive briefing presentation, and other relevant content as topics in the ART Planning Room. Document high-level business strategies in the Strategic Themes tab Use the Roadmap tab to visually represent the product/solution roadmap and key milestones at the portfolio planning level with associated Strategic Themes Apply filters to the Epic Backlog and/ or Portfolio Tree so teams can focus on work slotted for the PI Planning event Display features ready for breakdown on the Feature Kanban Board at the ART planning level Assign features to teams based on their capacity Set planning guardrails for teams by having them establish feature points capacity © 2020 Digital.ai

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