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Program Increment Planning Board (Scaling Agility)

Organizations that are performing big-room planning (Scaled Agile Framework -SAFe) with multiple agile teams typically create a large physical board to delineate feature completion and dependencies between agile teams.  When the planning is co-located the physical board is a great information radiator.  For those that have distributed teams, a soft version makes sense.  This is a version of a Program Board typically used in SAFe Program Increment (PI) Planning.  It has evolved over a few years to also track PI execution progress and monitor key indicators, specifically unplanned work.  

The model requires a very comfortable knowledge of Layers, Conditional Formatting, and Actions to track sprint-to-sprint progress.

However, to use as a real-time board (much like a physical board) it doesn't require Layers and can be easily managed with copy/paste and dragging the objects around.

The view version of the template can be accessed HERE.  



 Hey Dennis, this diagram is awesome! How did you set up the PI Planning Reset button to reset the different elements in your document?

Parker S 0 votes


Great question.  One I had to figure out with many trials and errors.  Obviously, it's all in the logic/manipulation of layers that you can either hide or show.   The initial template has a base-page "Program Board" you'll place all of your features, enablers, dependencies on the board in the base-line layer.   When you have all team's stuff on the board, that's the snapshot you'll always want to go back to right?   So, when a feature is "done" i simply copy the object to the iteration done layer, then when you click on the iteration it just shows that layer over the top of the base page.   Reset hides all the iteration done layers.    That's the basic thought.....get's more complicated when they move and you want the dependencies to follow the movement - yet be able to show the original association.  Maybe I'm not making much sense.  If you have a trial or regular LucidChart license you can send a request for edit/create rights.  Then it's yours to make copies and play around with it as well as see all the layers I use to control history, and the examples.     

Feel free to ping if you have any other questions.

Dennis J 2 votes


I updated the layer labels and the instructions on the manage the board page as well as structured the layers to a default that makes more visual sense.  

Dennis J 0 votes
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