PI Planning is the heartbeat of an Agile Enterprise. Scaled Agile provide strong materials, and support competency. But it won't stick as a practice without linking them to Meaning. See 3 critical reframes to add

1. Reframing
PI PlanningMARTIN BURNS
EMEA DIRECTOR
DIGITAL ADVISORY & CONSULTING SERVICES
MartinB@hcl.com @MartinBurnsSCO

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The
Heartbeat
of an Agile
Enterprise
@MartinBurnsSCO
Photo: Pixabay

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Materials Competence
Meaning
Source: The Dynamics of Social Practice
(Shove, Pantzar & Watson)
Different
Meaning:
Different
Results
@MartinBurnsSCO

4. Reframe 1:
Objectives are
Outcomes
PI Planning is not about the work;
it’s about connecting the work to Impact

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Features Impacts
Come back and talk to me when you can
describe your objectives in terms of their
impact on customers or colleagues
Jenny Wood – Royal Bank of Scotland
@MartinBurnsSCO

6. Reframe 2:
Mission Planning
Auftragstaktik
An order should contain all, but also only, what
subordinates cannot determine for themselves.
Do not command more than necessary, or plan
beyond the circumstances you foresee.
Field Marshall Helmuth von Moltke (The Elder)
Read Me

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Standard Better
Demand ever
more detailed
information
Focus on Intent
Issue ever
more detailed
instructions
People/teams
define detail
Impose ever more
tight control
mechanisms
Freedom to adjust
in service of Intent
Problems Of Gaps
Countermeasures
Military Thinking is useful
What we’d like to know
What we actually know
What we’d like people to do
What people actually do
What we expect our actions to
achieve
What they actually achieve
@MartinBurnsSCO

8. Reframe 3:
A Collaborative
Solutioning Process,
Ending in a Face to
Face Event
Ambition meets Reality
‘Could’ meets ‘Can’
Design meets Execution

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Too Little Pre-Planning Too Much Pre-Planning
The Goldilocks Zone: Home of Collaboration
Just Enough
@MartinBurnsSCO

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Sprint 1 -10 weeks Next Quarter High Level Pass
Sprint 2
-9 weeks Epics broken down into Features to present to sizing Team
-8 weeks 1st pass Feature estimates due
Sprint 3
-7 weeks Rough Capacity Plan & Roadmap review with Leadership
-6 weeks The Why Kickoff with all Engineering
Sprint 4
-5 weeks Features to Teams
-4 weeks Feature Estimates finalised
Sprint 5
-3 weeks Story breakdown begins. UX Mockups
-2 weeks Roadmap Plan, 3rd Draft. Story 1st estimates.
IP Sprint
-1 week Hackathon & Demo
Week of… PI Planning Event
‘Next PI’ Rolling Calendar
@MartinBurnsSCO

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Write your Objectives as Impactful Outcomes,
not Feature Outputs
Achieve the Mission — the Intent and Purpose
Vary the Plan to get there
PI Planning is about collaboration:
It starts in Sprint 1
Better Thinking: Better Results
Takeaways
@MartinBurnsSCO