PI event planning/tracking in conjunction with Jira Align and Jira

Amanda K March 15, 2024

How would we leverage and handle PI event planning/tracking in conjunction with Jira Align and Jira

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Allan Maxwell
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
March 15, 2024

To leverage and handle PI event planning and tracking using Jira Align and Jira, you can follow these best practices and utilize the features described in the provided documents:

1. **Building a Program Board during PI Planning with Jira Align**: The Program Board in Jira Align is a central tool for visualizing the status of Features, Dependencies, Objectives, and Milestones. It is useful for weekly reviews by the Program team and is crucial during the PI Planning process to ensure alignment across teams. During remote planning sessions, the Program Board can be used to lay out plans, identify dependencies, and coordinate between teams. You can configure the Program Board to display unassigned features and update it as teams plan their work and identify dependencies and risks.

2. **Jira Align and Jira Integration Best Practices**: Before configuring the integration, it is important to set up PIs and sync sprints to align Jira Software and Jira Align sprints. Ensure that roles such as Product Owners, Product Managers, Scrum Masters, Program Managers, and leadership are trained in Jira Align. They should expect to engage in related activities, including backlog management and facilitating cross-team collaboration.

3. **Virtual/Remote PI Planning Best Practices**: For virtual or remote PI planning, it is recommended to use Jira Align's features such as the "Backlog Kanban – Sprint View" to visualize the planning event and manage team breakouts. You can also create risks in Jira Align and facilitate virtual Scrum of Scrums and management review meetings. After the PI Planning event, track and close out activities using Jira Align's Program Board and other features.

4. **Jira Align Implementation Plan**: During the implementation of Jira Align, leverage small planning intervals (Sprints) to allow for quick pivots. Ensure connectivity is established, validate Jira practice health, integrate projects/boards, conduct role-based training, and prepare for PI planning.

5. **Confluence Whiteboards and Automation**: Although not directly related to Jira Align, there is a mention of using Confluence Whiteboards and automation to transform how PI Planning is done with Atlassian products. This could be a complementary solution to Jira Align and Jira for "big board" planning, where dragging cards on a whiteboard can trigger updates in both Jira and Jira Align.

By utilizing these tools and practices, you can effectively plan and track your PI events using Jira Align in conjunction with Jira. For more detailed guidance, you can refer to the specific articles and resources

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