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Meeting kitSoftware & productStrategy & planning

PI Planning kit (SAFe, two days)

870 minutes 11 slides, 3 livepro Runs with Pro

Both days of SAFe PI Planning: a kickoff deck, a program board by iteration, ROAM risks, the fist-of-five confidence vote and a planning retro.

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PI Planning

[Train name] · PI [number] · [Dates]

Title

In short

PI Planning is SAFe's two-day event where every team on an Agile Release Train plans the next program increment together. This kit gives you the full two-day agenda, an 11-slide kickoff deck, a program board by iteration, ROAM risk handling, a fist-of-five confidence vote on phones and a planning retrospective.
Time
Two days
Slides
11, 3 interactive
Board
Program board, 6 columns
Plan
Pro

Updated October 4, 2026

What's in the kit

  1. 1PI Planning
  2. 2Two days
  3. 3This PI, we [the one outcome that matters most to customers]. Replace.
  4. 4This train (replace)
  5. 5The PI
  6. 6What each team brings to the draft plan review
  7. 7ROAM every train risk
  8. 8Fist of five: how confident are you in this PI plan? live
  9. 9What helped planning most this time?Clear vision and features · Early dependency spotting · Management review · Tooling and board · Business owner time live
  10. 10What should we change about the next PI Planning? live
  11. 11Plan made. Now deliver it.

The agenda

By the end of this meeting, every team on the train has committed PI objectives, dependencies are on the program board, risks are ROAMed and the train has voted its confidence.

870 min · 17 blocks, drawn to scale Fits exactly
  1. Day 1: business context, 45 minutes 45
  2. Product vision and the top features for this PI, 75 minutes 75
  3. Break, 15 minutes 15
  4. Architecture vision and development practices, 45 minutes 45
  5. Planning context: the process, the board, capacity, Definition of Done, 15 minutes 15
  6. Lunch, 60 minutes 60
  7. Team breakouts 1: capacity, stories, dependencies on the board, 120 minutes 120
  8. Draft plan review, 60 minutes 60
  9. Management review and problem solving, 60 minutes 60
  10. Day 2: planning adjustments from management, 30 minutes 30
  11. Team breakouts 2: final plans, PI objectives, business value, 120 minutes 120
  12. Final plan review, 60 minutes 60
  13. Lunch, 60 minutes 60
  14. Train risks: resolved, owned, accepted or mitigated (ROAM), 30 minutes 30
  15. Confidence vote: fist of five, 15 minutes 15
  16. Plan rework, if the vote calls for it, 30 minutes 30
  17. Planning retrospective and moving forward, 30 minutes 30
0218435653870 min
  1. +0′Day 1: business contextTip: Present the deck. A senior leader covers the state of the business and how the solution meets customer needs. Keep it tight.45 minInfo
  2. +45′Product vision and the top features for this PI75 minInfo
  3. +120′Break15 minBreak
  4. +135′Architecture vision and development practices45 minInfo
  5. +180′Planning context: the process, the board, capacity, Definition of DoneTip: The RTE explains exactly what each team must produce by the draft plan review.15 minInfo
  6. +195′Lunch60 minBreak
  7. +255′Team breakouts 1: capacity, stories, dependencies on the boardAdd a feature, a dependency or a risk to the program boardTip: Teams place features in iterations and draw dependencies between teams. The RTE walks the room and spots conflicts early.120 minBrainstorm
  8. +375′Draft plan reviewTip: Each team gets the same strict timebox: capacity, draft PI objectives, risks and dependencies.60 minDiscuss
  9. +435′Management review and problem solvingTip: Leaders adjust scope, people and constraints so the plan can work. Day 1 ends here.60 minDiscuss
  10. +495′Day 2: planning adjustments from management30 minInfo
  11. +525′Team breakouts 2: final plans, PI objectives, business valueTip: Business owners walk the teams and assign business value (1 to 10) to each PI objective.120 minDiscuss
  12. +645′Final plan review60 minDiscuss
  13. +705′Lunch60 minBreak
  14. +765′Train risks: resolved, owned, accepted or mitigated (ROAM)Tip: Read every train-level risk aloud and put it in one of the four ROAM categories with an owner where needed.30 minDecide
  15. +795′Confidence vote: fist of fiveHow confident are you in this PI plan?Tip: Teams vote first, then the whole train. Anyone voting 1 or 2 is invited to say why. Low averages mean rework, not pressure.15 minVote
  16. +810′Plan rework, if the vote calls for it30 minDecide
  17. +840′Planning retrospective and moving forwardWhat should we change about our next PI Planning?30 minWrap-up

The board

Iteration 1
Iteration 2
Iteration 3
Iteration 4
IP iteration
Innovation and planning
Risks and dependencies
Cross-team dependencies and risks

The follow-up email

Subject

PI [number] planning: objectives, risks and confidence

Thank you, everyone. Here's what the train committed to.

Confidence vote: average ____ (teams: ______)

PI objectives by team (committed / uncommitted, business value)
Team ______: ______
Team ______: ______

Train risks (ROAM)
Risk | R/O/A/M | Owner
______ | ____ | ______

Key dependencies and milestones: see the program board.

What we'll change about next PI Planning: ______

Next: iteration 1 starts ______. System demos every ______. Inspect and adapt in the IP iteration.

How to run it

  1. 1Test video, audio and the board before day 1. Tech failures are one of the most common PI Planning problems.
  2. 2This kit covers both days; the PI Planning day 1 agenda covers only the first. End day 1 after the management review and continue on day 2 at planning adjustments.
  3. 3Teams place features, dependencies and risks on the program board from their phones during breakout 1, so the draft plan review sees one board.
  4. 4Run the fist-of-five vote openly. If the average is low or people vote 1 or 2, hear their concerns and rework the plan.
  5. 5Send PI objectives, ROAMed risks and the confidence result from the follow-up before teams leave.

Questions people ask

What is the PI Planning agenda?
Day 1: business context, product vision, architecture vision, planning context, team breakouts, draft plan review and management review. Day 2: planning adjustments, team breakouts, final plan review, train risks, the confidence vote, plan rework if needed and a planning retrospective.
What is the PI Planning confidence vote?
A fist-of-five vote at the end of day 2: everyone shows one to five fingers for confidence in the plan. Low votes are discussed and can lead to plan rework.
What does ROAM mean in PI Planning?
Resolved, Owned, Accepted, Mitigated: the four categories each train-level risk is placed in so nothing is left unaddressed.

Run it with your group

pro
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
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