February 19, 2020

PI Planning with MURAL

Hannah Zhang

Hannah is an Enterprise Transformation Manager here at MURAL. Her focus is primarily on working with teams to help them implement MURAL and break through boundaries, offering them a partnership to continually build out creative resources and solutions based on their individual needs or goals.

Program Increment (PI) Planning is part of the SAFe (Scaled Agile Frameworks), a regular routined event that occurs with a planning agenda for Agile Release Train teams to align on a shared mission and vision, and to iterate on the next PI. Historically, PI Plannings are completed in person on whiteboards with A LOT of stickies and red yarn.

Imagine a team of about 300 PI Planners (Engineers, Scrum Masters, Release Train Engineers, Agile Coaches, Leadership, etc.) from a large Fortune 500 company team. Every quarter, all several hundred international colleagues are flown to one location in the United States and grouped into about 25 teams. Each team has a Scrum Master and their own PI Planning board. The Scrum Master leads the team to discuss the priorities for the quarter (or given timeframe), the effort required to achieve objectives and any dependencies between working groups, using their Planning Board as a visual.

That’s quite a large investment in travel, plus a lot of pressure for Scrum Masters and their participating PI Planners to make the most out of the few days they have together. Is this really the best way to maximize results?

The team in this story realized no, it wasn’t the best way. They sought out a digital workspace (like MURAL) to first help them create a digital source of truth for their PI Planning boards, and then moved over to a fully remote PI Planning methodology.

They designed a pilot program, and began by partnering with MURAL on custom PI Planning templates, basic and facilitator training. The team then flew all colleagues to one location, one last time, for a stress test.

Scrum Masters were asked to be each team's canvas scribe on a 55-inch monitor while the important session was underway, and the teams completed their PI Planning directly in MURAL while speaking face to face. MURAL and other supporting collaborators were on-hand for product and technical coaching, but it wasn’t needed. The transition was relatively seamless and the hybrid session was a success, leading this customer to complete every subsequent quarterly PI Planning remotely in MURAL and saving them upwards of $60,000 per quarter!

There are many other teams like this one paving their way to 21st century agile work using MURAL. Read on for more of our tips and learnings 👇

PI Planning Board & Program Points Summary Templates

Paste from (and to) spreadsheets

Use the use the copy and paste feature in MURAL to easily import lists from your excel sheet for PI Planning. See more at Paste from (and to) spreadsheets and documents.

Turn planning into trackable JIRA tickets

After mapping out your strategic plan in MURAL, your team's ready to add specific action items to your project management tool. Now you can send your ideas from MURAL directly to JIRA as individual, trackable tickets. See more at MURAL + JIRA integration.

To get JIRA content into MURAL

Feel free to use the PI Planning template above for this exercise, it may be helpful to try the process out in a no-pressure canvas.

To get Jira content into MURAL, each cell from a Jira export can be copied to a canvas as an individual sticky.

Getting Started

Copy all cells that include feature or story descriptions. Return to your MURAL canvas, and use Cmd (or Ctrl)+V to paste them. They will render as 3x3 stickies. Note that if you are pasting 150+ characters of text, cells will render as text boxes instead of stickies.

Matching Legend Formatting

Multi select all of these new stickies. Using the 'Switch Type' option in your formatting toolbar (second to last icon), convert the stickies to 3x5. From the formatting toolbar you may also change the sticky note color.

Adding Feature #, Story #, and Size

Using the Alt key+clicking and dragging, duplicate the appropriate sticky note header from the Legend. (You may also use Cmd+D, or simple Copy/Paste.) Group the text box to the existing sticky note using Cmd (or Ctrl)+G, and include as much existing information as you can. Decrease the font size as needed to keep the header one line.

To get MURAL stickies into Jira, each sticky or text box from a MURAL canvas can be copied to a spreadsheet as a cell.  Before you start, determine what upload spreadsheet format you will need to use with Jira.

Getting Started

Multi-select a group of sticky notes. Right click on them, & select 'copy as text'.

Completing Your Final Data Sort

Return to your spreadsheet. Use cmd (or ctrl) + V to paste your stickies. Click and drag each respective cell (description and it's header), dragging it to its appropriate position in the upload spreadsheet.

Separating Feature #, Story #, and Size into Separate Cells

Select the column of data that includes sticky note header content (ex. "Feat. #34891 , Story #, Size 5"). Click your spreadsheet program's data menu. Select "Split Text to Columns", and use comma as the delimiter. This will result in 3 cells, "Feat. #34891" "Story #" "Size 5".

✋ But wait, there’s more! Check out the following templates for Scrum/Agile Ceremonies that MURAL supports: