What are some of your top learnings doing virtual PI planning?


Cameron van Orman, CMO shares some of the top learning doing virtual PI planning including preparation, clean objectives and roles, virtual collaboration, strong leadership presence and more.

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

Transcript: Well, Leslie, you mentioned the first one, which we’ve said pretty consistently: preparation. And you always prepare for PI planning, but knowing it was going to be a different format from us.

Kind of hats off to Coach Steve and Emily, who’s our quiet RTE, Leyna and the other scrum masters, Brook and the other go-to-market leaders or you might refer to them as product donors in another context. There was a lot of prep work that went in, really defining the objectives, really thinking through the agenda in a thoughtful way. Zoom fatigue is real.

So, how do we handle that? How do we respect our humanness in that? So, there was just a lot of prep. Orientation sessions, I think a question came in kind of talking a little bit about some of that. Steve went kind of shared service by shared service, team by team, orienting, creating guides. Emily, our RTE, release train engineer, sending out recordings and helping the tooling setup.

And look, that visual collaboration, Enterprise class tooling, was massive. We had used LeanKit at the team level. Each team has their own board, sort of their own hygiene and it’s oriented differently team by team, the shared services work a lot in LeanKit. And the value stream leaders, we had worked in LeanKit too with a program-level board to look at all our risks and all our value stream enablers.

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