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What is SAFe ?
®
Team Breakouts – Teams discuss, estimate capacity, and plan the sprints
into the draft plans – which are made visible to all, each iteration at a time.
Team breakouts #2 – Teams continue planning based on their agenda from the previous day, making the appropriate
adjustments. They finalize their objectives for the PI, to which the Business Owners assign business value.
Final plan review and lunch – During this session, all teams present their plans to the group. At the end of each
team’s time slot, the team states their risks and impediments and provides the risks to the RTE for use later in the
ROAMing exercise. The team then asks the Business Owners if the plan is acceptable. If the plan is accepted the
team brings their team PI objective sheet to the front of the room so everyone can see the aggregate objectives unfold
in real-time. If the Business Owners have concerns, teams are given the opportunity to adjust the plan as needed to
address the issues identified. The team then presents their revised plan.
Program risks – During planning, teams have identified program risks and impediments that could impact their
ability to meet their objectives. These are resolved in a broader management context in front of the whole train. One
by one, the risks are discussed and addressed with honesty and transparency, and then categorised into one of the
following categories:
- Resolved – The teams agree that the risk is no longer a concern.
- Owned – Someone on the train takes ownership of the risk since it cannot be resolved during PI planning.
- Accepted – Some risks are just facts or potential problems that must be understood and accepted.
- Mitigated – Teams identify a plan to reduce the impact of the risk.
Confidence vote – Once program risks have been addressed, teams vote on their confidence in meeting their team PI
objectives. Each team conducts a ‘fist of five’ vote. If the average is three fingers or above, then management should
accept the commitment. If it’s less than three, the team reworks the plan. Any person voting two fingers or fewer
should be given an opportunity to voice their concerns. This might add to the list of risks, require some re-planning,
or simply be informative. Once each team has voted the process is repeated for the entire ART with everyone
expressing their confidence in the collective plan.
Plan rework – If necessary, teams rework their plans until a high confidence level can be reached. This is one
occasion where alignment and commitment are valued more highly than adhering to a timebox.
Planning retrospective and moving forward – Finally, the RTE leads a brief retrospective for the PI planning event
to capture what went well, what didn’t, and what can be done better next time
Lean PI Planning
Focus the planning on what requires
foresight:
1. Work items to fulfill objectives
2. Work items with
interdependencies
3. Hard delivery/commitment dates,
e.g.
A. Committed release dates
B. Internal milestones
C. Critical events
SMART Team PI Objectives
Specific - State the intended outcome as simply, concisely,
and explicitly as possible. (Hint: Try starting with an action
verb.)