Guides to PI Planning and scaled agile
Practical, sourced guides for Release Train Engineers, product managers and agile coaches. Each one answers the questions people ask, cites the primary sources and is kept up to date.
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All guides
Start with the PI Planning guide if you are preparing an event, or the scaling agile guide if you are choosing a framework.
SAFeScaled Agile Framework (SAFe)
The complete guide: core values, the 10 principles, four configurations, roles, events, SAFe vs Scrum and how to implement it.
Read the guide
PI PlanningWhat is PI Planning? The complete SAFe guide
The two-day agenda, roles, PI Objectives, confidence vote, remote planning, a preparation checklist and a walkthrough for Jira and Azure DevOps.
Read the guide
TemplateFree PI Planning template (Excel)
Agenda, readiness checklist, capacity, PI objectives, dependencies, ROAM risks, confidence vote and retrospective in one workbook.
Get the template- Comparison
The 10 best PI Planning tools in 2026
Kendis, piplanning.io, Jira Align, Easy Agile, Jira Plans, Miro and more, compared on features, pricing and fit.
Compare the tools 
TemplateFree Scrum of Scrums template (Excel)
A 15-minute agenda, team update questions, impediment log, dependencies and action items in one workbook.
Get the template
PI PlanningPI Planning confidence vote guide
When the vote happens, the fist of five scale, team vs ART votes, what to do with low votes and how to run it remotely.
Read the guide
Scaling agileScaling agile: frameworks, steps and metrics
When to scale, how to begin, how SAFe, LeSS, Scrum@Scale, Nexus and the Spotify model compare, what goes wrong and how to measure it.
Read the guide- Jira
Atlassian Data Center end of life: dates and options
The key dates to 28 March 2029, which products and Marketplace apps are affected, what Atlassian offers and what it means for planning tools.
Read the guide 
PrioritisationWSJF guide and free calculator
The formula, cost of delay, a step-by-step scoring workshop, a working calculator and the common mistakes.
Read the guide
DependenciesDependency management in agile
Types of dependency, how to map them on a board, who owns what, what to measure and how to reduce them at the source.
Read the guide- SAFe
Agile Release Train (ART) guide
What an ART is, how big it should be, its roles and events, the ART Backlog and how to launch one.
Read the guide 
SAFeSolution Train guide
When you need a Solution Train, its roles and events, capabilities vs features, Solution Train vs ART and cross-ART dependencies.
Read the guide
RolesRelease Train Engineer (RTE) guide
Responsibilities, a week in the role, RTE vs Scrum Master, skills, certification, salary data and the tools RTEs use.
Read the guide
PlanningQuarterly planning and big room planning
A two-day agenda, who attends, linking OKRs to delivery, how it relates to PI Planning, a checklist and the common traps.
Read the guide
PlanningAgile Gantt charts
When a Gantt chart helps in agile and SAFe, Gantt vs roadmap vs Kanban, and how to build a release plan.
Read the guide
PlanningAgile roadmaps
Roadmap types and formats, Now-Next-Later, roadmaps in SAFe and Lean Portfolio Management, OKR roadmaps and how to build one.
Read the guide
StrategyOKRs: objectives and key results
How to write OKRs, OKR vs KPI, scoring, examples, and how OKRs fit with SAFe strategic themes and PI objectives.
Read the guide
ComparisonThe best OKR software in 2026
Kendis, Perdoo, Profit.co, WorkBoard, Lattice, Mooncamp, Tability and more, compared on Jira and Azure DevOps sync and pricing.
Read the comparison- Planning
Project milestones
What a milestone is, types and examples, milestones in agile and SAFe, milestone charts and how to track them.
Read the guide 
TrackingScope change and scope creep
How to manage and measure scope changes in Scrum and SAFe, with a process checklist and a worked example.
Read the guide
PortfolioLean Portfolio Management guide
Strategic themes, lean budgets and guardrails, the portfolio Kanban, epics, the key events and how to start.
Read the guide
MetricsFlow metrics guide
Velocity, time, load, efficiency, distribution and predictability, how to read them together, and how they relate to Kanban and DORA.
Read the guide
RiskROAM risk management guide
What Resolved, Owned, Accepted and Mitigated mean, how to run the session in PI Planning, examples and a board template.
Read the guide
MetricsAgile metrics that matter
Which metrics to track at team, train and portfolio level, how to read them, and the ones to stop misusing.
Read the guide
More to explore
Comparisons, framework overviews and shorter articles.
- Comparisons
Compare PI Planning tools
Nine sourced, side-by-side comparisons of Kendis with Jira Align, Jira Plans, Easy Agile, Miro, piplanning.io and others.
Open - Frameworks
Agile scaling models
How Kendis supports SAFe, LeSS, Disciplined Agile, the Spotify model and custom ways of working.
Open - Blog
The Kendis blog
Articles on scaled agile practice, PI Planning and product updates.
Open
Put the guides into practice
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