Day 1

Session

Duration

Possible topics

Opening15 min
  • Welcome everyone
  • Thank the audience for their hard work in the last innovation & planning sprint
  • Provide a reason for the QBR / PI Planning
  • Review Retrospective actions from the last QBR / PI Planning

Context

50 min
  • Where are we today?
  • Feedback from the Product Management team
  • Architecture Update
  • Outline Priorities / Product Goals for the next 3 months 

Senior Stakeholders Q&A

30 min
  • Open discussion panel, responding to the key themes from Squads' (and stakeholders) questions

Break

10 min

Squad Planning Session 1 (part 1)

90 min
  • Create clarity around Squad capacity for this QBR / PI Planning period, highlighting risks and obstacles
  • In line with QBR / Product Increment priorities/objectives, ensure we have Epics that are linked to Portfolio Epic / Initiative Portfolio
  • Begin linking existing stories or write new ones to Epics

Break

30 min

Squad Planning Session (part 2)

120 min
  • Create clarity around Squad capacity for this Product Increment /this QBR Epic, and highlight risks/obstacles for the QBR period..
  • In line with QBR / PI priorities/objectives, ensure we have Epics linked to Portfolio Epics / Initiative Portfolio (in JIRA). 
  • Begin mapping existing stories or write new ones to Epics (Sprint 1&2 view minimum)

Break

15 min

 Squad reviews part 1

60 min
  • Give summary from squad members using Miro board integrated with Jira
  • Highlight any squads that are incomplete with the mapping & ask for help if needed

Stakeholders review

30 min
  • Leaders discuss progress and obstacles
  • Decide on action focussed solutions
  • Agree on messaging for the next day of planning



Day 2

Session

Duration

Possible topics

Opening

15 min
  • Welcome everyone
  • Thank the audience for their hard work yesterday
  • Go through the agenda for the day

Announce stakeholders commitments

30 min
  • Provide a summary of progress/challenges from yesterday
  • Announce commitments
  • Encourage Squads to adapt as needed
Break10 min

Squad Planning Sessions 2

100 min
  • Make any changes based on stakeholder solutions
  • Agree on Sprint 3 - 5 goals and stories (if possible)
  • 50m Planner check-ins (align as much as possible)
Break30 min

Squad Reviews part 2

60 min
  • Give a summary of squad members
  • Highlight any teams that are incomplete and ask for help if needed
  • Discuss high-level Sprint 3 - 5 goals and stories

Discuss dependencies and risks and an early confidence vote

65 min
  • Review the nature of risks and dependencies
  • Review risks/dependencies by group
  • What level of confidence do we have in the completion of this work? (Hi – Lo)
  • Prioritisation
Break30 min

Squad planning and review

60 min
  • Squads quickly implement changes based on feedback
  • Squads quickly provide quick 5m updates

Final confidence vote and QBR / PI Planning close

10 min
  • What level of confidence do we have in the completion of this revised work? The scale of 1 - 5 (Weak - High)
  • Program/Product Manager's commitment to ensuring programmatic success

Senior Stakeholders Discussion

30 min
  • Leaders discuss progress/obstacles
  • Agree on cadence 
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