2 day(s)
🎯 LEARNING OBJECTIVES
By the end of this module, learners will be able to:
Explain the purpose, structure, and key concepts of PI Planning in SAFe.
Understand how Vision, Roadmap, Backlog, Business Priorities, and Architecture feed into PI Planning.
Understand the roles of Agile Teams, Product Management, Product Owners, Scrum Masters, System Architects, and Business Owners.
Explain how teams collaborate to define and commit to PI Objectives.
Identify dependencies, risks, assumptions, and impediments across teams.
Understand Program Increment (PI) execution, synchronization, and Inspect & Adapt.
Understand the relationship between PI Planning, Agile Release Train (ART), iterations, and releases.
🧠 PREREQUISITES
Basic understanding of Agile and Scrum principles.
Familiarity with Product Backlog, User Stories, Epics, and Features.
Basic knowledge of SAFe and the Agile Release Train (ART).
Understanding of iterations/sprints and incremental delivery.
Basic awareness of Product Management, Product Ownership, and Architecture roles.
Familiarity with dependencies, risks, and cross-team collaboration.
A fixed timebox (usually 8–12 weeks) in SAFe during which an Agile Release Train (ART) delivers incremental value via multiple team sprints.
The PI does not start from zero. It is formulated from existing organizational and product inputs:
Business vision — where the organization wants to go.
Roadmap — major capabilities/features expected over upcoming PIs.
Product/Program Backlog — prioritized features, enablers, and other work.
Business priorities — current customer, regulatory, financial, operational, or strategic priorities.
Architecture and technical considerations — architectural runway, technical debt, dependencies, and enablers.
Capacity and constraints — available teams, skills, environments, dependencies, and external constraints.
Result: A clear set of priorities and planning inputs for the ART.
Preparation: Business context, vision, backlog readiness.
The organization prepares the ART for the upcoming increment.
Key activities include:
Confirming business context and strategic priorities.
Communicating the product/solution vision.
Reviewing and prioritizing the Program Backlog.
Refining epics, features, and enablers.
Ensuring sufficient backlog readiness for PI Planning.
Identifying architectural and technical dependencies.
Preparing capacity, environments, data, and tooling.
Ensuring business stakeholders and Product Owners are aligned.
Output: A sufficiently prepared backlog, clear vision, priorities, and planning inputs.
2. PI Planning: Two-day event to align teams, plan work, identify risks.
PI Planning is normally a two-day, face-to-face or virtual planning event involving the ART.
Its purpose is to create alignment between business stakeholders, Product Management, Product Owners, Scrum Masters, architects, and development teams.
Typical activities:
Present business context and vision.
Explain prioritized features and objectives.
Teams break features into stories.
Teams estimate capacity and plan iterations.
Identify dependencies between teams.
Identify risks and impediments.
Negotiate scope and sequencing.
Define PI Objectives.
Review and agree on the overall plan.
Key output:
Team plans + PI Objectives + identified dependencies + risks
A useful distinction is:
PI Planning = “What are we committing to achieve, and how will the ART work together?”
3. Execution: Series of sprints (usually 4-5) delivering features.
The ART executes the agreed plan through a series of iterations/sprints.
Typically:
4–5 development iterations
Each iteration usually lasts 2 weeks
Teams develop, test, integrate, and demonstrate working functionality.
Activities include:
Story development
Continuous integration
Testing and automation
Architecture evolution
Dependency management
Backlog refinement
Iteration reviews
Team retrospectives
System-level integration
The Scrum/Agile teams operate at team level, while the ART coordinates across teams.
Output: A potentially releasable, integrated solution increment.
4. System Demo: Regular demos to show progress at ART level.
The System Demo demonstrates the integrated work produced by the ART—not merely individual team deliverables.
It is conducted regularly during PI execution.
It demonstrates:
Features completed across multiple teams.
End-to-end business scenarios.
Integration between components.
Actual working functionality.
Progress against PI Objectives.
For example:
Team A → API
Team B → Mobile application
Team C → Payment service
Team D → Notification service
The System Demo should demonstrate the integrated customer journey, rather than four independent team demonstrations.
Key principle:
Demo the integrated system, not just completed stories.
5. Inspect & Adapt: Final event with retrospective, metrics review, and improvement plans.
Similar to retrospective, but across all teams
Includes all team members, even business teams and POs
Inspect & Adapt occurs toward the end of the PI and is the ART-level equivalent of continuous improvement.
It is broader than a normal team retrospective.
A typical I&A includes:
1. PI System Demo
Demonstrate the solution developed during the PI.
2. Quantitative measurement
Review metrics such as:
PI Objectives achievement
Predictability
Quality
Defects
Flow
Delivery performance
Business outcomes
3. Problem-solving workshop
Identify significant systemic problems and determine improvement actions.
Unlike a normal team retrospective, I&A involves representatives from across the ART, including:
Development team members
Product Owners
Scrum Masters
Product Management
System/Solution Architects
RTE
Business Owners
Other relevant business stakeholders
So your statement is essentially correct:
I&A is similar in purpose to a retrospective, but it operates at the ART/system level rather than the individual team level.
The objective is not simply:
“What did our team do well or poorly?”
It asks:
“What happened across the ART, what systemic problems affected delivery, and what should we change in the next PI?”
In SAFe, Lean Portfolio Management (LPM) is the approach for connecting strategy, investment decisions, and execution. It operates above individual Agile Release Trains (ARTs).
LPM answers three fundamental questions:
Are we investing in the right things?
Are we allocating money and capacity effectively?
Are the investments producing the intended business outcomes?
Align portfolio vision with enterprise strategy
Define value streams
Allocate budgets to value streams (not projects)
Use Lean Budgets and Guardrails
Fund long-lived teams instead of temporary projects
Enable decentralized, yet controlled execution
Track portfolio metrics (e.g. epic progress, budget burn)
Apply Agile forecasting and rolling-wave planning
Use participatory budgeting
Support audit/compliance without waterfall artifacts
Coordinate value delivery across value streams
Use Portfolio Kanban to manage Epics
Drive LPM syncs and collaboration across ARTs
Empower Epic Owners to lead epics through the lifecycle
Connect LACE (Lean-Agile Center of Excellence) for enablement
Define a compelling future state for the portfolio
Developed by LPM stakeholders
Communicated through portfolio canvas, roadmap, solution intent
Guide architectural evolution and technology strategy
Enterprise Architects collaborate with System/Solution Architects
Ensure solutions align with strategic intent and NFRs
Manage large initiatives (business or enabler epics)
Use Lean Business Cases
Go through funnel → review → analysis → approval → implementation
Track via Portfolio Kanban system
The absence of having program increment practices lead to program risks, that impact the program, solutions, costs, and reputation.
We can highlight the following top 10 Risks for those enterprises, sprcially the government, that need to deploy anytime, without understanding the impact, as follows:
1. Constant Team Pressure: Continuous deadlines can increase stress, overtime, context switching, and shortcuts.
Measure: Overtime, unplanned work %, velocity stability, satisfaction.
2. Increased Technical Debt: Short-term delivery may replace refactoring, clean code, and automation.
Measure: Complexity, duplication, technical-debt backlog, defect density.
3. Deadline-Driven Agile: Teams may optimize for “release this week” instead of customer value.
Measure: Business value delivered, feature adoption, outcome achievement.
4. Reduced Testing Depth: Limited time can reduce regression, UAT, security, and performance testing.
Measure: Test coverage, escaped defects, incomplete testing.
5. More Regression Bugs: Frequent changes increase opportunities for existing functionality to break.
Measure: Regression defects, production incidents, rollback rate, MTTD.
6. Immature Releases: Features may be released before documentation, usability, monitoring, or acceptance is complete.
Measure: Open defects, hotfixes, rollback rate, post-release fixes.
7. Delayed Architecture & Security: Refactoring, upgrades, security hardening, and performance work may be repeatedly postponed.
Measure: Security vulnerabilities, dependency age, architecture backlog, NFR capacity.
8. Higher Operational Risk: More deployments create more potential failure points, especially in integrated environments.
Measure: Change-failure rate, deployment failures, incidents, MTTR.
9. Release Fatigue: Repeated preparation, deployment, monitoring, and support can consume engineering capacity, which impacts the overall program commitments and leads to overall program plan delay.
Measure: Release hours, release-related capacity %, after-hours support.
10. Higher Support & Maintenance Costs: More releases can generate additional incidents, tickets, fixes, and customer support.
Measure: Tickets/incidents per release, fix hours, deployment cost, support effort.
Key Principle: Sprint Cadence ≠ Release Cadence
A team can work in weekly/two-week Sprints while releasing based on business value, readiness, risk, and operational capability—not simply because the calendar says it is release day.
Dr. Ghoniem Lawaty
Tech Evangelist