The likely reason for the decline in team excitement during PI Planning, as Product Management changes priorities and asks for new estimates, timelines, and scope changes, is a lack of training and preparation for PI Planning. This situation indicates that there may have been insufficient preparation and training which is crucial for a successful PI Planning event.

In SAFe, PI Planning is a significant event that requires thorough preparation to ensure that all participants are aligned and understand the process. The Release Train Engineer (RTE) plays a vital role in facilitating this event and ensuring that everyone, including Product Management, is prepared with the necessary content and understands the importance of maintaining established priorities and respecting the planning process12.

When there is a lack of training and preparation:

•Product Management may not fully understand the impact of introducing last-minute changes to the backlog and priorities.

•Teams may become demotivated as their planning efforts are disrupted, leading to a decline in excitement and potentially affecting the quality of the planning outcomes.

•The ART’s ability to estimate and commit to work can be compromised, leading to challenges in delivering value.

To prevent such issues, it is essential that:

•All stakeholders, including Product Management, receive adequate training on the PI Planning process and the importance of respecting established priorities1.

•The RTE ensures that there is a continuous exploration process that drives the synthesis of a Vision, a Roadmap, and Backlogs, and through Pre- and Post-PI Planning events3.

•There is a collaborative approach to planning, where changes to priorities and scope are discussed and agreed upon by all stakeholders before the PI Planning event2.

By addressing the lack of training and preparation, the RTE can help maintain the team’s excitement and ensure a more effective and aligned PI Planning process.