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Pre PI Planning with Kanban
optimize workflow before PI Planning


#Kendis Spotlight series

Kanban Boards Clinic.
Empowering Product Owners Like Never Before.
Our Speakers
Justin
Justin Oke
Vice President of Global Sales

Aino Rahkonen
Aino Rahkonen
Marketing Coordinator


webinar
Key Functionality Covered in the Webinar
Why Pre-Planning matters?
Many teams use Kendis for PI Planning, but pre-pi planning ensures backlog readiness, dependency mapping, and alignment before teams commit to work. Without structured pre-pi planning, teams risk entering PI Planning with incomplete features and unresolved dependencies.

Kanban for Pre-planning
  • Unlike Jira/ADO Kanban, Kendis Kanban is built for pre-pi planning workflows to ensure features are fully refined before PI Planning.
  • Allows tracking of feature readiness from request → analysis → refinement → ready for teams.
  • Kendis columns can be linked to Jira/ADO statuses or used independently, giving teams the flexibility to design a workflow that is both structured and practical.
  • Supports separate workflows for Product Managers (feature preparation) and Product Owners (breaking features into stories).
Mapping Kendis PI Boards & Kanban Boards
  • Features can be mapped directly from Kanban boards to PI Boards when refinement is complete, ensuring a smooth transition to PI Planning.
  • Kendis uniquely allows mapping Kanban columns to another Kanban board, so teams handling different phases of refinement can stay aligned without duplicating work.
  • This capability provides visibility across roles while maintaining workflow autonomy…something no other tool offers.
Customizing Kanban in Kendis
  • Kanban-only cards can be created in Kendis and later converted to Jira/ADO items when ready.
  • Grouping & filtering by custom fields from Jira/ADO for customized visibility.
  • Card color customization for easy identification of work types or priorities.
  • WIP limits and visual cues help control flow efficiency.
Upcoming Enhancements
  • Dependency tracking on Kanban boards (currently available on Program Boards).
  • Selective Kanban mapping, allowing teams to choose which specific Kanban boards receive mapped items.
  • Enhanced dashboards for lead time, cycle time, and overall Kanban flow efficiency.


Pre-PI Planning webinar transcript
Welcome & Introduction
Justin: Welcome, everyone, to this webinar on Pre-PI Planning in Kendis. It’s been a while since our last session, but that’s because we’ve been busy rolling out new features for the Program Boards and Org Views. Today, we’ll focus on one of our latest enhancements, Kanban for Pre-PI Planning.

This feature is available for Org View customers, but if you don’t have access or would like to try it out, let us know.

Kendis: Beyond Just Functionality
Many people hear “Kanban” and immediately think of how Jira or ADO handles Kanban. But at Kendis, we go beyond just releasing features. We build workflows that work in real-world scenarios.

It would have been easy to just replicate Jira’s Kanban, but Kendis is about making Agile more practical. That’s why today’s webinar focuses on a new use case: Preparing for PI Planning with Kanban.

Many customers use Kendis only for PI Planning, but this workflow might help in other areas of your organization as well. PI Boards focus on delivering work, but there’s a lot that needs to happen before teams can even start delivery, and that’s where pre-pi planning comes in.

Key Roles in Pre-PI Planning
For this session, I’ll be using SAFe terminology, as many of you are familiar with it. However, if your organization uses different roles (e.g., BAs, Project Managers), you can map them accordingly.

The two key roles in pre-pi planning:

  • Product Management – Defines and prepares features for the upcoming PI Planning. Often handled by multiple people across different products.
  • Product Owners – Refines the feature backlog, creates user stories, and works with teams to ensure development aligns with business goals.

These roles have very different workflows:

  • Product Management gathers feedback, negotiates priorities, and secures approvals.
  • Product Owners refine features into stories, work with UX, architects, and development teams, and prepare everything for execution.

Instead of using multiple statuses in Jira or ADO, Kendis allows teams to visually manage these workflows across Kanban boards.

Common Pre-PI Planning Challenges & Checklist
Scaling Agile methodologies provide high-level guidance, but they don’t offer practical solutions to real-world refinement challenges. This often leads to:

  • Unstructured refinement where teams struggle to align on feature readiness.
  • Product Owners and Managers creating their own fragmented workflows.
  • Features being too vague or overly technical, leading to delays in PI Planning.
Checklist for Pre-Planning

Before diving into your Pre-PI Planning session, ensure the following:

  • 1. Define Objectives – Clearly outline team goals for the upcoming PI.
  • 2. Review Backlog – Prioritize and refine backlog items to ensure they’re well-defined and estimated.
  • 3. Stakeholder Input – Gather feedback from key stakeholders to align on priorities.
  • 4. Capacity Planning – Assess team capacity while considering time-off constraints.
  • 5. Dependencies – Identify and document cross-team dependencies.
  • 6. Communication Plan – Set expectations on how information will be shared during the session.

This is what Kendis solves. it provides a structured, visual approach to pre-pi planning that ensures features are truly ready for PI Planning.

Using Kanban in Kendis
Getting Started with Kanban
  • Org View Access – How to check if you have access.
  • Contact Support – If you need assistance, reach out to our team.
  • Accessing Kanban from Collection – Ensuring the toggle is enabled to see the board.
  • Kanban List Overview – Reviewing Kanban options before setting up.
Key Kanban Features
  • Pulling in Features from custom Jira/ADO filters.
  • Mapping Columns to Jira/ADO statuses (or using them independently for more flexibility).
  • Kanban Columns Can Map to:
    • Jira/ADO Statuses
    • Non-ALM Statuses
    • Other Kanban Boards
    • Program Boards
  • Drag & Drop Functionality – Move items across columns.
  • WIP Limits & Overload Indicators – Prevent workflow bottlenecks.
  • Grouping & Filtering by Custom Fields – Organize work based on your needs.
  • Creating Kendis-Only Cards – Convert them into Jira/ADO items when needed.

Mapping Kanban Boards to PI Boards
Unique Differentiators in Kendis
One of the most powerful aspects of Kendis is the ability to seamlessly connect Kanban to PI Boards.

  • Move refined Features directly to a PI Board once they’re ready.
  • Map Kanban columns to PI Boards, ensuring work transitions smoothly.
  • Map Kanban to another Kanban Board, allowing work to progress through multiple workflows across teams.

This approach solves visualization, prioritization, and workflow alignment, so teams can focus on delivering value instead of managing process complexities.

Upcoming Enhancements
  • Selective Kanban Mapping – Choose which Kanban boards receive specific items, instead of mapping only by column.
  • Enhanced Dependency Tracking – View and track dependencies directly on Kanban boards.
  • Planned vs. Unplanned Items – Identify unplanned items after PI Planning.
  • Improved Import Functionality – Quickly populate Kanban boards from external sources.
  • Detailed Activity Log – Track changes, updates, and user actions.
  • Sub Column Linking – Push and pull for shared workflows.
  • Custom Grouping Categories – Group cards using categories like Expedite, Fixed Date, and Standard.

Q&A & Next Steps
If you’d like to explore Kendis Kanban for Pre-PI Planning, we encourage you to:

Thank you for attending, and we look forward to helping you optimize your pre-pi planning process!


Want to see how Kendis can transform your pre-pI planning process?