This is all content that a) comes from https://conteneo.co/, b) is great for distributed teams, and c) I highly recommend and use myself.
A challenge faced by many SAFe organizations is creating an efficient PI planning process: one in which the in-person meeting advocated by SAFe generates high-impact, actionable results.
One of the reasons why this is hard is that the PI planning meeting is the first time the team is exposed to PI goals and requirements is when the team attends the in-person meeting. That’s too late. Members of the Agile Release Train are vastly more effective if you engage them before the release.
The key word? Engage. We don’t mean asking them to read a document. That quickly leads us down the slippery slope to document-centric, Waterfall processes.
Instead we mean: using collaborative frameworks in Weave so that teams can have the dialogs and discussions that increase understanding and lead to collective action.
This post presents a comprehensive toolkit for using Weave to improve your PI Planning and related project Kickoff or Liftoff events. You’re encouraged to mix and match the frameworks captured in this toolkit to meet your needs.
Phase 1: Pre-Meeting Engagement
Use these frameworks before the PI planning meeting to get the team engaged without asking or expecting them to make binding commitments. That’s key: the team is not yet ready to make “final” choices or thoughtful plans (that’s the purpose of the in-person meeting).