Guides to PI Planning and scaled agile
Practical, sourced guides for Release Train Engineers, product managers and agile coaches. Each one answers the questions people ask, cites the primary sources and is kept up to date.
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All guides
Start with the PI Planning guide if you are preparing an event, or the scaling agile guide if you are choosing a framework.
PI PlanningWhat is PI Planning? The complete SAFe guide
The two-day agenda, roles, PI Objectives, confidence vote, remote planning, a preparation checklist and a walkthrough for Jira and Azure DevOps.
Read the guide
Scaling agileScaling agile: frameworks, steps and metrics
When to scale, how to begin, how SAFe, LeSS, Scrum@Scale, Nexus and the Spotify model compare, what goes wrong and how to measure it.
Read the guide
JiraAtlassian Data Center end of life: dates and options
The key dates to 28 March 2029, which products and Marketplace apps are affected, what Atlassian offers and what it means for planning tools.
Read the guide
PrioritisationWSJF guide and free calculator
The formula, cost of delay, a step-by-step scoring workshop, a working calculator and the common mistakes.
Read the guide
DependenciesDependency management in agile
Types of dependency, how to map them on a board, who owns what, what to measure and how to reduce them at the source.
Read the guide- SAFe
Agile Release Train (ART) guide
What an ART is, how big it should be, its roles and events, the ART Backlog and how to launch one.
Read the guide 
RolesRelease Train Engineer (RTE) guide
Responsibilities, a week in the role, RTE vs Scrum Master, skills, certification, salary data and the tools RTEs use.
Read the guide
PlanningQuarterly planning and big room planning
A two-day agenda, who attends, linking OKRs to delivery, how it relates to PI Planning, a checklist and the common traps.
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PlanningAgile Gantt charts
When a Gantt chart helps in agile and SAFe, Gantt vs roadmap vs Kanban, and how to build a release plan.
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PlanningAgile roadmaps
Roadmap types and formats, Now-Next-Later, roadmaps in SAFe and Lean Portfolio Management, OKR roadmaps and how to build one.
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StrategyOKRs: objectives and key results
How to write OKRs, OKR vs KPI, scoring, examples, and how OKRs fit with SAFe strategic themes and PI objectives.
Read the guidePlanningProject milestones
What a milestone is, types and examples, milestones in agile and SAFe, milestone charts and how to track them.
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TrackingScope change and scope creep
How to manage and measure scope changes in Scrum and SAFe, with a process checklist and a worked example.
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PortfolioLean Portfolio Management guide
Strategic themes, lean budgets and guardrails, the portfolio Kanban, epics, the key events and how to start.
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MetricsFlow metrics guide
Velocity, time, load, efficiency, distribution and predictability, how to read them together, and how they relate to Kanban and DORA.
Read the guide
RiskROAM risk management guide
What Resolved, Owned, Accepted and Mitigated mean, how to run the session in PI Planning, examples and a board template.
Read the guide
MetricsAgile metrics that matter
Which metrics to track at team, train and portfolio level, how to read them, and the ones to stop misusing.
Read the guide
More to explore
Comparisons, framework overviews and shorter articles.
- Comparisons
Compare PI Planning tools
Nine sourced, side-by-side comparisons of Kendis with Jira Align, Jira Plans, Easy Agile, Miro, piplanning.io and others.
Open - Frameworks
Agile scaling models
How Kendis supports SAFe, LeSS, Disciplined Agile, the Spotify model and custom ways of working.
Open - Blog
The Kendis blog
Articles on scaled agile practice, PI Planning and product updates.
Open
Put the guides into practice
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