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To prepare a PI Planning only takes 5 - 10 minutes. After identifying the PI Planning dates, the iteration cadence, and the PI cadence the organizer opens the browser and goes to (We recommend to use Chrome for these actions)


Start off by watching this short video:

Prepare Session




Table of Contents

1. Create the teams


Create new team by pressing the button "Create new team"

Define the details of the team you create

Assign licenses to the teams

You can at any time redistribute the licenses. To do so follow the steps below:

2. Create a session for your upcoming PI Planning

Navigate to "SAFe® PI Plannings"


3. General



4. Teams


5. Team Boards


6. Risk Board

7. Program Board

8. Program Backlog Board

9. Iterations

10. You are all set!