{"id":14431,"date":"2020-07-10T15:37:54","date_gmt":"2020-07-10T20:37:54","guid":{"rendered":"https:\/\/blog.planview.com\/?p=14431"},"modified":"2022-04-05T15:17:01","modified_gmt":"2022-04-05T20:17:01","slug":"virtual-pi-planning-learnings-and-best-practices-from-the-team-videos","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/","title":{"rendered":"Virtual PI Planning: Learnings and Best Practices from the Team [Videos]"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14437\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/07\/virtual-pi-planning-videos-800x450-1.jpg\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/07\/virtual-pi-planning-videos-800x450-1.jpg 800w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/07\/virtual-pi-planning-videos-800x450-1-300x169.jpg 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/07\/virtual-pi-planning-videos-800x450-1-768x432.jpg 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/07\/virtual-pi-planning-videos-800x450-1-750x422.jpg 750w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/>In my last blog, <a title=\"Agile Transformation: Mid-Range Planning Videos\" href=\"https:\/\/blog.planview.com\/agile-transformation-mid-range-planning-videos\/\">Agile Transformation: Mid-Range Planning Videos<\/a>, I shared videos from the team about Planview\u2019s Agile transformation and PI planning journey. Like so many other businesses around the globe, we are adjusting to this new remote world. \u00a0As the business world continues to grapple with unprecedented change \u2013 it\u2019s important to adapt to keep the business running to maintain growth. In that spirit, we shifted from in person, PI planning to virtual PI planning \u2013 completely remote with our three go-to-market teams (GTM), shared services teams, and executives. In fact, we felt this information was so relevant to today\u2019s businesses that we conducted a short webcast titled, \u201c<a title=\"We survived PI planning. So can you!\" href=\"https:\/\/info.planview.com\/we-survived-virtual-pi-planning-_webinar_lad_en_reg.html\" target=\"_blank\" rel=\"noopener noreferrer\">We survived PI planning. So can you!&#8221; <\/a>You can also read Emily Peterson\u2019s guest post on Scaled Agile blog titled: <a title=\"How we executed a Successful virtual PI planning. It\" href=\"https:\/\/www.scaledagile.com\/blog\/how-we-executed-a-successful-virtual-pi-planning\/\" target=\"_blank\" rel=\"noopener noreferrer\">How we executed a Successful virtual PI planning. It<\/a> provides an excellent summary our experience.<\/p>\n<p>This blog features a compilation of video snippets from panelist representing the different roles responsible for supporting pre, during, and post event. \u00a0And, if you\u2019re looking for a tangible guide to virtual PI planning, make sure to read the newly published \u201c<a title=\"Essential Checklist: How to do virtual PI planning\" href=\"https:\/\/info.planview.com\/virtual-pi-planning-essential-checklist-_ebook_lad_en_reg.html\" target=\"_blank\" rel=\"noopener noreferrer\">Essential Checklist: How to do virtual PI planning<\/a>\u201d. It provides info on preparation, coordination, and the technology to get you there.<\/p>\n<p>We hope you find this video compilation helpful as you navigate your virtual PI planning endeavor.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/#As_a_coach_how_do_you_prepare_for_a_virtual_PI_planning_event\" >As a coach, how do you prepare for a virtual PI planning event?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/#As_a_product_owner_how_do_you_get_your_team_ready_for_virtual_PI_planning\" >As a product owner, how do you get your team ready for virtual PI planning?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/#As_a_Scrum_Master_how_do_you_prep_and_contribute_to_virtual_PI_planning\" >As a Scrum Master, how do you prep and contribute to virtual PI planning?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/#What_is_virtual_PI_Planning_like_for_the_EMEA_team\" >What is virtual PI Planning like for the EMEA team?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/#As_a_coach_what_technology_do_you_recommend_for_virtual_PI_planning\" >As a coach, what technology do you recommend for virtual PI planning?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/#What_are_some_top_learnings_doing_virtual_PI_planning\" >What are some top learnings doing virtual PI planning?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/#Top_5_Learnings_and_Best_Practices\" >Top 5 Learnings and Best Practices<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"As_a_coach_how_do_you_prepare_for_a_virtual_PI_planning_event\"><\/span>As a coach, how do you prepare for a virtual PI planning event?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Steve Wolfe, Agile Coach at Peak Agility discusses how he and the team prepared for virtual PI planning including technology, communication plan, agenda, and pre-recordings.<\/p>\n<div class=\"video-thumbnail text-center\"><a title=\"As a coach, how do you prepare for a virtual PI planning event?\" href=\"https:\/\/www.youtube.com\/watch?v=3Zp0TqkQfCY&amp;rel=0\" target=\"_blank\" rel=\"noopener noreferrer\" data-video-id=\"3Zp0TqkQfCY\"><img decoding=\"async\" class=\"img-responsive center-block\" src=\"https:\/\/img.youtube.com\/vi\/3Zp0TqkQfCY\/maxresdefault.jpg\" alt=\"Video: As a coach, how do you prepare for a virtual PI planning event?\" \/><\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"As_a_product_owner_how_do_you_get_your_team_ready_for_virtual_PI_planning\"><\/span>As a product owner, how do you get your team ready for virtual PI planning?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>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 how the virtual <a href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/enterprise-agile-planning\/lean-portfolio-management\/\">Lean Portfolio Management<\/a> meetings help all the GTM leaders understand the current state of the business so they can make better planning decisions.<\/p>\n<div class=\"video-thumbnail text-center\"><a title=\"As a product owner, how do you get your team ready for virtual PI planning?\" href=\"https:\/\/www.youtube.com\/watch?v=-Mq0ELs9XW8&amp;rel=0\" target=\"_blank\" rel=\"noopener noreferrer\" data-video-id=\"-Mq0ELs9XW8\"><img decoding=\"async\" class=\"img-responsive center-block\" src=\"https:\/\/img.youtube.com\/vi\/-Mq0ELs9XW8\/maxresdefault.jpg\" alt=\"Video: As a product owner, how do you get your team ready for virtual PI planning?\" \/><\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"As_a_Scrum_Master_how_do_you_prep_and_contribute_to_virtual_PI_planning\"><\/span>As a Scrum Master, how do you prep and contribute to virtual PI planning?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Leyna O&#8217;Quinn, certified Scrum Master and content strategist on the GTM team and explains how she prepared and contributed to virtual PI planning by encouraging teams to finish work, review Lean metrics to identify areas of improvement, and schedule important Agile ceremonies including the final retrospective and pre-planning brainstorming.<\/p>\n<div class=\"video-thumbnail text-center\"><a title=\"As Scrum Master, how did you prep and contribute to virtual PI planning?\" href=\"https:\/\/www.youtube.com\/watch?v=VWyQcchSqtE&amp;rel=0\" target=\"_blank\" rel=\"noopener noreferrer\" data-video-id=\"VWyQcchSqtE\"><img decoding=\"async\" class=\"img-responsive center-block\" src=\"https:\/\/img.youtube.com\/vi\/VWyQcchSqtE\/maxresdefault.jpg\" alt=\"Video: As Scrum Master, how did you prep and contribute to virtual PI planning?\" \/><\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_is_virtual_PI_Planning_like_for_the_EMEA_team\"><\/span>What is virtual PI Planning like for the EMEA team?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Verena Bergfors, Head of EMEA Marketing shares what virtual PI planning has been like for the EMEA team.<\/p>\n<div class=\"video-thumbnail text-center\"><a title=\"What is virtual PI planning like for the EMEA team?\" href=\"https:\/\/www.youtube.com\/watch?v=eYA5tGHOuRw&amp;rel=0\" target=\"_blank\" rel=\"noopener noreferrer\" data-video-id=\"eYA5tGHOuRw\"><img decoding=\"async\" class=\"img-responsive center-block\" src=\"https:\/\/img.youtube.com\/vi\/eYA5tGHOuRw\/maxresdefault.jpg\" alt=\"Video: What is virtual PI planning like for the EMEA team?\" \/><\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"As_a_coach_what_technology_do_you_recommend_for_virtual_PI_planning\"><\/span>As a coach, what technology do you recommend for virtual PI planning?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Steve Wolfe, Agile coach shares how Planview AgilePlace is a best in class <a href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/enterprise-agile-planning\/enterprise-kanban\/\">enterprise Kanban<\/a> system and what he liked about it.<\/p>\n<div class=\"video-thumbnail text-center\"><a title=\"As a coach, what technology do you recommend to support virtual PI planning?\" href=\"https:\/\/www.youtube.com\/watch?v=abF3KWDS-Ww&amp;rel=0\" target=\"_blank\" rel=\"noopener noreferrer\" data-video-id=\"abF3KWDS-Ww\"><img decoding=\"async\" class=\"img-responsive center-block\" src=\"https:\/\/img.youtube.com\/vi\/abF3KWDS-Ww\/maxresdefault.jpg\" alt=\"Video: As a coach, what technology do you recommend to support virtual PI planning?\" \/><\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_are_some_top_learnings_doing_virtual_PI_planning\"><\/span>What are some top learnings doing virtual PI planning?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Cameron van Orman, CMO shares some of the top learning doing virtual PI planning including preparation, clear objectives and roles, virtual collaboration, strong leadership presence and more.<\/p>\n<div class=\"video-thumbnail text-center\"><a title=\"What are some of your top learnings doing virtual PI planning?\" href=\"https:\/\/www.youtube.com\/watch?v=UR8rAJDKLrA&amp;rel=0\" target=\"_blank\" rel=\"noopener noreferrer\" data-video-id=\"UR8rAJDKLrA\"><img decoding=\"async\" class=\"img-responsive center-block\" src=\"https:\/\/img.youtube.com\/vi\/UR8rAJDKLrA\/maxresdefault.jpg\" alt=\"Video: What are some of your top learnings doing virtual PI planning?\" \/><\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Top_5_Learnings_and_Best_Practices\"><\/span>Top 5 Learnings and Best Practices<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li><strong>Prepare thoroughly.<\/strong> Focus on vision, context, and programs during preparation to create the guardrails that help define plans but resist the urge to go too far into tasks and items before the event.<\/li>\n<li><strong>Create a visual collaboration space.<\/strong> Technology is critical. Leverage digital Kanban like Planview AgilePlace to replace whiteboards and sticky notes and enhance collaboration.<\/li>\n<li><strong>Utilize cross-team breakouts.<\/strong> Breakouts help to segment the work. People saw tactical benefits to greater empathy for their colleagues.<\/li>\n<li><strong>Engage your executives.<\/strong> Executive leadership is critical and demonstrated commitment to the process and the people involved in PI Planning. Virtual PI planning allowed execs to be engaged but unobtrusive.<\/li>\n<li><strong>Respect your team\u2019s humanness.<\/strong> Think about the experience you want to create and be intentional. From the four-day structure to breaks to mitigating Zoom fatigue to greater inclusion of global teams.<\/li>\n<\/ol>\n<p>As coach Steve mentioned in the video, we use <a title=\"Planview AgilePlace, an Enterprise Kanban solution for virtual PI planning\" href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/enterprise-agile-planning\/enterprise-kanban\/\" target=\"_blank\" rel=\"noopener noreferrer\">Planview AgilePlace, an Enterprise Kanban solution for virtual PI planning<\/a>. It not only provides the visibility needed to do virtual PI planning, but you can also eliminate those sticky notes and do everything digitally, in one place.<\/p>\n<p>Agile transformation is challenging. We know. We live it every day and we can help. No matter where you are in the process, we have solutions to help your business along the way. \u00a0Download the eBook, \u201c<a title=\"Essential Checklist: How to do virtual PI planning\" href=\"https:\/\/info.planview.com\/virtual-pi-planning-essential-checklist-_ebook_lad_en_reg.html\" target=\"_blank\" rel=\"noopener noreferrer\">Essential Checklist: How to do virtual PI planning<\/a>\u201d to get started.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In my last blog, Agile Transformation: Mid-Range Planning Videos, I shared videos from the team about Planview\u2019s Agile transformation and PI planning journey. Like so many other businesses around the globe, we are adjusting to this new remote world. \u00a0As the business world continues to grapple with unprecedented change \u2013 it\u2019s important to adapt to&#8230;<\/p>\n","protected":false},"author":31,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":3,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[8584,521,7808],"tags":[],"class_list":["post-14431","post","type-post","status-publish","format-standard","hentry","category-agile-program-management","category-lean-agile","category-virtual-teams"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Virtual PI Planning: Learnings and Best Practices from the Team [Videos] - Planview Blog<\/title>\n<meta name=\"description\" content=\"Video series of people sharing learning and best practices for virtual PI planning pre, during, and post event. Get access to videos and white papers.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/virtual-pi-planning-learnings-and-best-practices-from-the-team-videos\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Virtual PI Planning: Learnings and Best Practices from the Team [Videos]\" \/>\n<meta property=\"og:description\" content=\"Video series of people sharing learning and best practices for virtual PI planning pre, during, and post event. 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