Remote PI Planning that Works for Product Owners
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The document outlines a remote planning webinar aimed at helping organizations adapt to a distributed work environment due to COVID-19 challenges. It emphasizes the importance of thoughtful scheduling, extended timelines, effective facilitation, and the use of collaboration tools for successful remote planning. Key elements and a structured timeline for the planning process are also provided to enhance preparation and execution.
Remote PI Planning that Works for Product Owners
- 1. appliedframeworks.com AGILE CONSULTING | ONLINE TRAINING | CLASSROOM TRAINING Welcome to the Remote PI Planning Webinar Product Owner & Product Manager Edition
- 2. Thank you for joining. Laura Richardson Webinar Host & SVP Sales, CSM, SPC lrichardson@appliedframeworks.com Kim Poremski Principal Consultant CSP-PO, CSP-SM, SPC kporemski@appliedframeworks.com Kevin Rosengren, Engagement Director CSP-PO, CSP-SM, SPC krosengren@appliedframeworks.com
- 3. The Challenge ● The response to COVID-19 has prevented companies from collaborating face-to-face ● The “show must go on” for many companies to continue to collaborate in the face of distributed teams ● Holding off on planning activities will impact how businesses will recover and maintain competitive positioning
- 4. Remote planning faces several challenges ● Planning remotely is different and should be treated differently ● An extended runway is needed for preparation ● Maintaining communications among team members is critical
- 5. Four key elements of effective remote planning 1. Thoughtful advanced scheduling and preparation 2. Extended timeline for fully remote participation 3. Added logistics and coordinated remote facilitation 4. Collaboration tools required to facilitate remote interaction
- 6. Four half-days are recommended for remote planning Business Context Planning Context Product Solution/Vision Architecture Vision & Dev Practices Final Plan Review Mgmt Review & Problem Solving Draft Plan Review Team Breakouts Team Breakouts Planning Adjustments Program Risks 8:00 - 8:45 9:00 - 10:15* 10:30 - 11:15 11:30 - 12:00 8:00 - 11:00* 11:00 - 12:00 12:15 - ~~~ 8:00 - 8:45 9:00 - 11:00* 11:10 - 12:00 8:00 - 8:45 9:00 - 9:15 Confidence Vote Plan rework Planning Retrospective 9:15 - 10:45* 11:00 - 12:00 * Including intermittent breaks Facilitator Inspect & Adapt 1:00 - 1:45 Facilitator Inspect & Adapt 2:00 - 2:45 Facilitator Inspect & Adapt 1:00 - 1:45 Day 1 Day 2 Day 3 Day 4
- 7. An extended timeline for preparation is required • Identify portfolio allocation across features, R&D, defects, tech debt, infra, etc. • Begin narrowing down targeted features for the iteration • Decompose, Prioritize and estimate backlog • Establish Calendar Invites for planning • Finalize list of targeted features for the iteration • Decompose features into smallest units of value • Refine estimation • Prepare initial inter-team risk and dependencies • Identify remote collaboration tool-set to support planning event 4WEEKS 3WEEKS 2WEEKS 1WEEK • Continue backlog refinement • Finalize business context, vision presentations • Facilitation team meet to plan logistics, review with leadership • Implement and acclimate employees to new tools • Update risks & dependencies • Adjust target feature set for iteration based on new discoveries • Conduct dry run of collaboration tools • Rehearse timing of business and architectural vision presentations
- 8. An extended timeline for preparation is required • Identify portfolio allocation across features, R&D, defects, tech debt, infra, etc. • Begin narrowing down targeted features for the iteration • Decompose, Prioritize and estimate backlog • Establish Calendar Invites for planning • Finalize list of targeted features for the iteration • Decompose features into smallest units of value • Refine estimation • Prepare initial inter-team risk and dependencies • Identify remote collaboration tool-set to support planning event 4WEEKS 3WEEKS 2WEEKS 1WEEK • Continue backlog refinement • Finalize business context, vision presentations • Facilitation team meet to plan logistics, review with leadership • Implement and acclimate employees to new tools • Update risks & dependencies • Adjust target feature set for iteration based on new discoveries • Conduct dry run of collaboration tools • Rehearse timing of business and architectural vision presentations
- 9. Identify portfolio allocation across horizons Three Horizons Framework
- 10. Align on feature, infrastructure and maintenance mix Success Sliders Framework
- 11. Narrow down target features Prune the Product Tree Framework
- 12. Finalize list of features to refine “Fund a Feature” Framework
- 13. Decompose features into smallest units of value INVEST Framework Vertical Story Slicing
- 14. appliedframeworks.com AGILE CONSULTING | ONLINE TRAINING | CLASSROOM TRAINING You have questions, we’re here to help… appliedframeworks.com