🗺️ PI Planning Expedition
Embark on a PI Planning journey! Reflect on what to chart, avoid, and keep steady as we map our path to continuous improvement and team alignment.
Template Columns
🧠Chart a New Course
Suggest new actions or rituals to start as we navigate the next PI Planning adventure.
Base column: Start🛑 Avoid Stormy Seas
Identify processes or habits to stop that cause turbulence in our PI Planning.
Base column: Stopâš“ Maintain Steady Winds
Highlight what's working well and should continue to keep our PI Planning smooth sailing.
Base column: ContinueAbout this template
The PI Planning Expedition retrospective helps teams reflect on agile PI Planning sessions by charting improvements, avoiding pitfalls, and recognizing successful practices.
When to use this template
This retrospective format is ideal after a PI Planning event or at major program increments to align the team, reinforce best practices, and plan improvements.
How to facilitate
Set the stage by sharing the purpose: to reflect on the recent PI Planning and align for future success as a team
Review each column’s meaning so everyone is clear on what belongs in Chart a New Course, Avoid Stormy Seas, and Maintain Steady Winds
Ask each team member to add their thoughts to each column, focusing on actionable ideas and honest feedback
After idea collection, invite the group to cluster similar cards and discuss the patterns or major themes emerging in each column
Facilitate a conversation around prioritized actions—what new practices to try, what to stop, and which positive habits to reinforce next PI
Decide on clear owners and next steps for high-priority actions, ensuring there is alignment on commitment
Close by reviewing the agreed plan and celebrating team contributions, emphasizing shared ownership of the PI journey
Pro Tips
Create an inclusive atmosphere so quieter voices feel comfortable sharing challenging feedback
Encourage participants to use real examples from past PI Planning sessions to make insights concrete
Timebox the collection and discussion phases to maintain focus and finish on time
Regularly review previous PI Planning Expedition actions to track improvement and sustained change
FAQ
What should we focus on in Chart a New Course?
Encourage ideas for new experiments, rituals, or process tweaks that could better align your PI Planning, whether tools, communication, or collaboration practices.
How do we ensure the retrospective leads to real improvement?
Assign clear owners to priority actions and revisit them regularly in future ceremonies to check progress and maintain accountability.
What if team members repeat the same feedback every PI?
Acknowledge recurring pain points, investigate root causes, and prioritize sustainable solutions to prevent issues from persisting.
How do we prevent the session from turning negative?
Highlight positive outcomes in Maintain Steady Winds, balance constructive critique with celebration, and keep the focus forward-looking.
At a glance
- Duration
45–60 min
- Team Size
5-15 people
- Columns
3 columns
- Base Format
Start, Stop, Continue
Tags
Ready to get started?
Use this template to run your next retrospective