Case study

How to do PI Planning online?


Shared by 
Frédéric Delon
Project manager for IIoT solutions and RTE for the SAFe program, Schneider Electric

Frédéric Delon, Industrial Automation Project Manager at Schneider Electric, organizes PI Planning events every three months with 90 people from France, India, and the USA. He now uses Klaxoon for his 100%-remote PI Planning events. Just like with in-person events, he prepares and customizes his Brainstorm board with the Scrum Masters before the Agile Ceremony begins. They define a color code, and categories for each participant to fill in, and they prepare a Word Cloud to gauge the team's mood, and a Question for the vote of confidence. Then, Frédéric simply has to share the link with the participants when the day comes; they log on and the ceremony is underway in a matter of minutes! Everyone has the same visibility and the PI Planning event is fluid and clear, even when people aren't in the same place. In just two days, the team can determine together which functions must be developed over the next three months!

PI Planning, the flagship ceremony of the SAFe® framework

PI Planning is a ritual from the field of Agile methods. It is a series of practices that enables multisite and multidisciplinary teams to develop a shared vision of projects for 8- to 12-week periods.

Organized over one or two days, a variety of well-defined workshops are held with presentations, team planning meetings, information sharing, risk evaluation, votes of confidence, etc. A vision and objectives for the project are defined, the teams synchronize, and projects move forward!

We had a good experience using Klaxoon for our remote PI Planning: It's simple and powerful, with high-level tech support! An excellent tool and an excellent company :-)
Frédéric Delon
Project manager for IIoT solutions, Schneider Electric

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