Brook Appelbaum shares her insights as to how she gets her team ready for virtual PI planning. She shares how steering plays in integral part in process as well as virtual lean portfolio management meeting to understand what is going on with the business.
Learn more! Check out these related assets:
Webcast: We Survived Virtual PI Planning! And So Can You: https://info.planview.com/we-survived-virtual-pi-planning-_webinar_lad_en_reg.html
eBook: How to do Virtual PI Planning: https://info.planview.com/virtual-pi-planning-essential-checklist-_ebook_lad_en_reg.html
So, steering is absolutely key and what I mean by that is meeting with leadership early and often. So, when we were planning for this first virtual PI planning, you know, Steve talked about this, we had to do a lot of stuff upfront because we wanted to avoid the meeting fatigue that we knew that we’d encounter virtually, but we did still follow a lot of our usual processes. So, one of the things that we had to do was we had a virtual lean portfolio management steering meeting And that’s where we met with leadership to discuss what was going on with our business. You know, what was going on with our business just naturally, that was part of the conversation, but also what was going on with our business and our customers now that we had to be suddenly distributed and many of them were working in a distributed and virtual fashion as well. What did that mean for us, with regard to our current programs and campaigns? And so, we used that virtual lean portfolio management meeting to really give us direction on the business.