The PI planning template structures a large, cross-team planning event where every team in a program aligns on a shared plan for the next increment. This is big-room planning: many teams in one place, or one virtual room, building a coordinated forecast for the weeks ahead. The output is a set of team objectives, a dependency map, and a shared commitment.
Use it when a program of several teams needs to plan a multi-sprint increment together, typically once a quarter. It is a significant investment, often a day or two, so it suits programs where cross-team alignment is the bottleneck. This pattern comes from scaled agile frameworks, which are independent of OrgTP.
Everyone who plans the increment attends: all teams, product management, architects, and leadership. The breadth is intentional. Decisions and dependencies get resolved in the room because the right people are present.
Open with business context and vision so teams understand the why. Brief the room on architecture direction and planning rules. Then give teams a long breakout block to draft iteration plans and objectives against their capacity. Bring everyone back to review draft plans, surface dependencies, and name risks. Work the risks openly, deciding to resolve, own, accept, or mitigate each. Close with finalized objectives, a confidence vote, and a shared commitment.
Aligning a whole program? Run it in OrgTP to keep objectives, dependencies, and risks in one shared plan.
480 minutes total · 6 sections
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