Facilitate PI Planning with Advanced Roadmaps in Jira Cloud

[#1]

Nothing beats face-to-face quarterly or PI Planning for multiple teams. Most of us do not always have the luxury of gathering all the team members that must help prepare for and execute PI Planning. If you would like guidance on using Jira Cloud’s advanced roadmaps to support remote PI Planning, Success Central has two guides to help you.

Access the first guide, ‘Prepare for PI Planning events with Advanced Roadmaps’ in Success Central.

You will want to complete the 'jobs to be done' at least two weeks before the planning event.

 

Access the second guide, ‘Conduct a PI Planning event with Confluence and Advanced Roadmaps' in Success Central.

We hope you found these guides helpful. Let us know if you have any questions or provide feedback here in the Community.

[Lilia Ben Henia]

Hi @Nohma Abboud ,

Thank you for these guides !!

I want to try it but I can't download the "Prepare for PI Planning Template" document.

Can you shared it please?

Thank you,

Best reagards,

Lilia.

[Nohma Abboud]

Hi @Lilia Ben Henia ,

Thank you for letting me know that it's not working for you. Let me fix it.

Nohma

[Nohma Abboud]

@Lilia Ben Henia Can you try it again? the link has been fixed :) 

[Lilia Ben Henia]

Yes, now it's ok. 

thank you @Nohma Abboud  :)

[Dave Mathijs]

This is the first team I hear about Atlassian Success Central, another very useful resource.

Thanks for sharing @Nohma Abboud 

[Michelle Melancon]

Howdy Community! 

Soliciting feedback on these two new guides. Let us know your thoughts and if there are any other guide topics that you would like to see in the future. 

Appreciate you! 

Michelle 

[vikram]

@Nohma Abboud thanks for the step by step guide, 

I need to try from my end.

vikram P

[Tatiana P]

@Nohma Abboud Could you please share this guide with me. I can not open both links unfortunately.

Reagrds

Tatiana

[Nohma Abboud]

@Tatiana P Let me fix the link :) 

[Nohma Abboud]

@Tatiana P the links are now fixed :) 

[Eddy May]

Much needed and appreciated guides. Looking forward to trying these in active projects.

[Gerson Albuquerque]

Hello,

The links are not working, is it possible to correct it?

[Neill Walker]

@Gerson Albuquerque 

I think the links have been consolidated here 
https://success.atlassian.com/solution-resources/agile-and-devops-ado/agile-at-scale-practices

PI planning with Roadmaps is in the bottom row of the page.

[Gerson Albuquerque]

Thanks @Neill Walker

[Charlie Misonne]

Thanks for this article!

Honestly I feel like advanced roadmaps is not really suited for working SAFE. I'd be glad to hear other opinions.

Couple of things I'm missing:

• an actual PI concept. Having PIs as custom field values are far from ideal. There is no start/ end date end the PIs are not plotted on the timeline
• Drag and drop of work items to the different sprints of the PI. Most SAFE-specialized apps offer a sprint overview where each sprint is a column and work items can easily be moved around.
  Editing the sprint field is not very user friendly
• "Contributing Teams" is a regular select list while Teams is also a sepearate concept in Advanced Roadmaps. But you can't have a multi select field with the Teams from Advanced roadmaps so we would have to define them twice.

[Neill Walker]

@Charlie Misonne 

We used Releases to identify PIs and it works pretty well. You can group by Release so it makes it easy to assign Features to PI.

Advanced Roadmaps might not be the best tool for PI planning but it is workable, and most customers large enough to be using SAFe are probably using the Premium plan, so it's free for them to use. At the very least it's a decent stepping stone.

[Charlie Misonne]

Thanks for sharing this @Neill Walker

I was also thinking about using releases instead of a custom field.

Decent stepping stone: I totally agree :-) But I'm currently looking into more specialized plugins that can do it better.

[Michelle Melancon]

@Charlie Misonne 

Hi Charlie, 

Thanks for the comment and feedback, I came to respond but @Neil Walker beat me to it. PI Planning with Advanced Roadmaps was designed for organizations using SAFe that might be smaller or who want to get started with implementing SAFe or some aspects of it. It could definitely be a stepping stone to Jira Align for organizations that grow out of it. I'd love to hear any additional feedback if you do decide to give this a try.  

Michelle

[Charlie Misonne]

@Michelle Melancon thanks for sharing Atlassian's view on my concern. I really appreciate it.

I will definitely bring up Jira Align as a solution for mature SAFe organizations.

[Jessica Piikkila]

We made a lot of updates to this solution guide, read this article https://community.atlassian.com/t5/Enterprise-articles/New-updates-to-Quarterly-Planning-with-Jira-Cloud-Solution-Guide/ba-p/2506770