SAFe PI planning event template

Steps in this flowchart

• PI planning prep
• Product Management finalises top features & WSJF ranking
• Day 1: business context from executives
• Product vision & architecture vision briefings
• Team breakout 1: estimate capacity & draft iteration plans
• Identify dependencies on the program board
• Draft plan review with all teams
• Management review & problem solving
• Scope or capacity adjustments needed?
• Adjust features, move scope or re-assign people
• Day 2: team breakout 2 to finalise plans
• Write PI objectives with business value
• Final plan review
• ROAM program risks: resolved, owned, accepted, mitigated
• Confidence vote: fist of five
• Average confidence 3 or more?
• Re-plan problem areas
• Planning retrospective
• PI execution starts

How to use this flowchart template

1. Click Open in the editor. The flowchart opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart TD
  A((PI planning prep)) --> B[Product Management finalises top features & WSJF ranking]
  B --> C[Day 1: business context from executives]
  C --> D[Product vision & architecture vision briefings]
  D --> E[Team breakout 1: estimate capacity & draft iteration plans]
  E --> F[Identify dependencies on the program board]
  F --> G[Draft plan review with all teams]
  G --> H[Management review & problem solving]
  H --> I{Scope or capacity adjustments needed?}
  I -->|Yes| J[Adjust features, move scope or re-assign people]
  I -->|No| K[Day 2: team breakout 2 to finalise plans]
  J --> K
  K --> L[Write PI objectives with business value]
  L --> M[Final plan review]
  M --> N[ROAM program risks: resolved, owned, accepted, mitigated]
  N --> O[Confidence vote: fist of five]
  O --> P{Average confidence 3 or more?}
  P -->|No| Q[Re-plan problem areas]
  Q --> O
  P -->|Yes| R[Planning retrospective]
  R --> S((PI execution starts))

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