Free SAFe / Agile Planning Resource
Run PI Planning with a practical two-day agenda covering session timings, owners, objectives and expected outputs.
Use the printable PDF as your event reference and customize the Excel workbook for your ART, time zones, participants and planning context.
Free PDF agenda + editable Excel workbook
Plan the Two Days Around Clear Decisions and Outputs
The agenda template focuses on WHEN each session happens, WHO leads it, WHAT the session needs to accomplish and which OUTPUT should exist before the next planning block begins.
Day 1 Agenda
Business context, product and architecture vision, team breakouts, draft plan review and management problem solving.Day 2 Agenda
Planning adjustments, final team plans, risk decisions, confidence vote, rework and close.Session Ownership
See the suggested owner, facilitator and participants for every major agenda block.Expected Outputs
Make dependencies, risks, PI Objectives, planning decisions and confidence visible as the event progresses.Get Free Access
Enter your email to access the TechTeamSynergy Free Resources Hub, including the PI Planning Agenda Template PDF and editable Excel workbook.
What You’ll Get
- Printable PDF agenda for a practical two-day PI Planning event.
- Editable Excel workbook with Day 1, Day 2 and Custom Agenda tabs.
- Session timing, owner and participant fields to make facilitation responsibilities clear.
- Objective, inputs, expected output and notes fields to keep every planning block outcome-driven.
Need to validate readiness first? Use the PI Planning Readiness Checklist before you run the agenda.
Who This Resource Is For
The agenda is designed for people responsible for structuring, facilitating or contributing to PI Planning.
- Release Train Engineers planning and facilitating the two-day event.
- Project Managers, PMO leaders and Agile Coaches supporting planning governance.
- Product Management and Product Owners preparing product context and team planning inputs.
- Scrum Masters / Team Coaches and Agile teams coordinating breakouts, dependencies and risks.
How to Use the Agenda
- Start with the default two-day flow. Keep the sequence from context and vision through breakouts, reviews, risk decisions and confidence.
- Adjust the clock times to your ART. Protect collaborative planning time before extending presentations.
- Confirm each session owner and participant group. Make sure decision-makers remain available when teams need them.
- Define the expected output for every block. The next session should have the information or decision it needs.
- Use the Custom Agenda tab. Adapt timings, participants, objectives, inputs and notes without losing the planning logic.
Frequently Asked Questions
Does this page include direct download links?
No. Complete the access form above and you will be directed to the TechTeamSynergy Free Resources Hub, where the PDF agenda and editable workbook are available.
Can the agenda be adapted to our ART?
Yes. The workbook is designed to be customized for your teams, time zones, agenda timings, owners, participants and planning context.
Is this the same as the PI Planning readiness checklist?
No. The readiness checklist answers “Are we ready?” The agenda template answers “What happens when, who participates, and what should each session produce?”