PI Planning Survey Questions
Get feedback in minutes with our free PI planning survey template
The PI Planning survey is a targeted Program Increment planning questionnaire and agile planning survey for Agile Release Train teams and stakeholders, designed to gather strategic alignment insights and readiness feedback. Whether you're a Release Train Engineer or a Scrum Master, this free, customizable, and easily shareable template streamlines collection of essential input to improve sprint outcomes and team collaboration. Use this PI survey to understand opinions, track improvement opportunities, and drive better decision-making. Plus, explore our Integrated Resource Planning Survey and PI Survey as complementary tools to round out your planning toolkit. Start harnessing valuable feedback today and make your next PI Planning session even more impactful!
Trusted by 5000+ Brands
Handcrafted PI Planning Survey: Joanna's Fun-Filled Recipe for Success
Ready to kick PI Planning into high gear? A playful, targeted survey is your superhero sidekick - aligning teams, surfacing blind spots, and fueling wins. I like to start with a grin, asking, "Which moment in our last PI Planning felt like a victory dance?" to unlock honest feedback. Blend in wisdom from SAFe's official PI Planning page and Scrum-Master.org's comprehensive guide, then spice it up with examples from our Integrated Resource Planning Survey and PI Survey. When you're ready to roll, dive into our survey maker to whip up your own!
Deep diving into processes is where the magic happens. Pinpoint alignment snags by asking, "On a scale from 'soaring' to 'meh,' how aligned do you feel on our strategic goals?" Then consult SAFe's Planning Interval guidance and this expert ART roadmap for structure. Don't forget to pull inspiration from our Project Planning Survey and ISP Survey - and for a turbo boost, check out our survey templates to grab ready-made genius!
Polish makes perfect - collect real-time reactions and iterate your questions until they sparkle. Ask bold prompts like, "What's one twist that would make our agile delivery shine?" to surface gold nuggets. Strengthen your survey by revisiting SAFe's Planning Interval and cruising through SAFe's PI Planning overview. Finally, compare notes using our Production Planning Survey and Project Planning Survey - then watch your PI Planning glow-up in action!
Oops-Proof Your PI Planning Survey: Insider Mistakes to Steer You Right
Survey slip-ups are real! The quickest way to tumble? Crafted-over-your-head jargon or blank‑check prompts. Instead of "Describe challenges," toss out "What hurdles slowed your PI Planning stride?" to get crisp, actionable feedback. Lean on SAFe's PI Planning guide and insights from Scrum-Master.org. Then spice your questions with proven tips from our Production Planning Survey and Project Planning Survey to dodge those classic blunders!
When your survey reads like a mystery novel, passion plummets. Keep it punchy: ask "Where did our risk management rock (or flop)?" to spark clear, fast responses. Build a backbone with SAFe's Planning Interval and polish with Scrum‑Master.org's expert advice. For extra firepower, borrow tricks from our ISP Survey and PI Survey to keep confusion at bay.
Real talk: teams who prioritize survey design see clearer roadmaps and happier squads. Your questions set the stage for breakthroughs. Dive deeper into SAFe's official PI Planning page and the SAFe Planning Interval resource. Then level up with our Integrated Resource Planning Survey and Production Planning Survey - and revel in your survey's superpowers!
PI Planning Survey Questions
Planning Process Fundamentals
This category focuses on the foundational elements of PI Planning. The pi planning survey questions here help uncover the initial setup and clarity of planning, ensuring that survey respondents understand the early stages. Best practice tip: Align questions with strategic objectives to gauge baseline readiness.
| Question | Purpose |
|---|---|
| How clear was the PI planning agenda? | Assesses initial understanding and clarity of the event's structure. |
| What were the main objectives communicated? | Identifies if key objectives were clearly defined. |
| How effective was the intro presentation? | Evaluates the effectiveness of the initial briefing. |
| Were roles and responsibilities clearly outlined? | Checks for clarity in role assignments from the start. |
| How accessible were the planning documents? | Measures availability and usefulness of planning materials. |
| Did the session provide clear context? | Ensures the session provided necessary background information. |
| Was the timeline for planning explained? | Verifies if time pressure and deadlines were communicated. |
| How engaging was the planning kickoff? | Assesses participant engagement during the kickoff. |
| Were any preliminary challenges discussed? | Identifies early recognition of potential issues. |
| Did the planning session meet your expectations? | Summarizes overall initial satisfaction with the planning process. |
Team Collaboration Insights
This category delves into team dynamics during the PI Planning session. The pi planning survey questions help to gauge collaboration effectiveness and communication clarity among team members. Best practice tip: Use these questions to identify strengths and communication gaps.
| Question | Purpose |
|---|---|
| How well did team members communicate? | Measures the overall effectiveness of internal communication. |
| Did the session foster collaborative discussions? | Evaluates the environment for open collaboration. |
| Were conflict resolution methods effective? | Assesses the team's ability to manage differing opinions. |
| How clear were the team roles during group activities? | Checks if team roles were properly defined and understood. |
| Did you feel encouraged to share your ideas? | Ensures that each member felt valued in discussions. |
| How balanced was the contribution from all members? | Assesses whether equal participation was promoted. |
| Were collaboration tools used effectively? | Measures the utility and effectiveness of collaboration platforms. |
| How did team dynamics impact decision-making? | Identifies the influence of group behavior on choices made. |
| Were dependencies clearly communicated? | Checks if inter-team dependencies were properly addressed. |
| Do you believe the team synergy improved? | Summarizes overall improvements in team collaboration. |
Resource Allocation Efficiency
This category explores the management and distribution of resources during PI Planning. These pi planning survey questions help determine if resources such as time, budget, and personnel were allocated efficiently. Best practice tip: Identify resource bottlenecks and develop actionable insights.
| Question | Purpose |
|---|---|
| Was the budgeting information sufficient? | Determines clarity in financial resource allocation. |
| How well were personnel resources managed? | Assesses the distribution and utilization of team members. |
| Were time constraints appropriately considered? | Checks if scheduling and time management met expectations. |
| How effective was the prioritization of tasks? | Evaluates methods used to order work items by importance. |
| Did you receive adequate support to complete tasks? | Measures the effectiveness of resource support during the planning. |
| How clear were the resource limitations? | Assesses if restrictions were well communicated ahead of planning. |
| Were any unexpected resource needs identified? | Checks if the session uncovered additional resource requirements. |
| Was there effective allocation of digital tools? | Assesses use of technology to enhance productivity. |
| How smoothly did the resource allocation process run? | Summarizes overall operational efficiency for resource management. |
| Did resource planning meet project demands? | Evaluates the adequacy of resources relative to project needs. |
Risk and Mitigation Strategies
This category examines how well risks were identified and strategies for mitigation were integrated into PI Planning. The pi planning survey questions here reveal how potential challenges and uncertainties were addressed. Best practice tip: Focus on proactive measures and continuous improvement.
| Question | Purpose |
|---|---|
| Were key risks identified during planning? | Checks for an early identification of potential risks. |
| How were risk mitigation strategies communicated? | Assesses clarity of risk management communication. |
| Did the session include contingency planning? | Evaluates whether backup plans were part of the discussions. |
| Were risk owners clearly assigned? | Ensures accountability for managing identified risks. |
| How proactive was the risk assessment? | Measures the forward-thinking approach to identifying obstacles. |
| Were potential roadblocks discussed? | Checks if probable issues were identified before escalation. |
| How effectively did teams measure risk impact? | Assesses the quantification of risk effects on planning. |
| Did you feel prepared for unplanned changes? | Evaluates readiness to handle unforeseen circumstances. |
| Were any mitigation milestones established? | Ensures specific steps were planned for risk mitigation. |
| How satisfactory was the overall risk strategy? | Summarizes the overall confidence in risk management strategies. |
Outcome Impact Evaluation
This category focuses on evaluating the anticipated outcomes and the impact of the PI Planning session. The pi planning survey questions help measure effectiveness, satisfaction, and areas of improvement as perceived by stakeholders. Best practice tip: Use feedback to refine future planning sessions.
| Question | Purpose |
|---|---|
| Did the planning session meet its goals? | Assesses overall success relative to planned objectives. |
| How satisfied are you with the outcomes? | Measures participant satisfaction post-session. |
| Were success metrics clearly defined? | Checks if clear criteria were established to measure progress. |
| How effective were follow-up actions communicated? | Evaluates the clarity of post-planning steps. |
| Did the session drive improved performance? | Measures perceived improvements in team performance. |
| Were any success stories shared? | Assesses the communication of wins and accomplishments. |
| How likely are you to use the insights gained? | Measures the applicability of lessons learned in future projects. |
| Did stakeholder expectations align with results? | Checks if outcomes met the expectations of key stakeholders. |
| Were there opportunities for further improvement? | Identifies areas suggested for ongoing enhancement. |
| How effective is the overall PI planning framework? | Summarizes the perceived effectiveness of the planning process. |
FAQ
What is a PI Planning survey and why is it important?
A PI Planning survey is a structured tool designed to gather feedback and assess the success of a program increment planning session. It helps teams evaluate the planning process, identify areas for improvement, and confirm that objectives are clearly communicated. The survey collects insights from various team members to understand how well strategies and priorities are aligned with the overall goals of the organization.
An effective survey drives continuous improvement by revealing strengths and weaknesses from the session. Experts recommend using both rating scales and open-ended questions to capture detailed feedback.
This balanced approach ensures the survey produces actionable insights, helping managers fine-tune future planning efforts and enhance overall team performance.
What are some good examples of PI Planning survey questions?
Good examples of PI Planning survey questions include those that address planning clarity, goal alignment, and resource management. They may ask if participants understood all strategic objectives and if team interactions met expectations. Questions that solicit opinions on communication effectiveness and scheduling efficiency also provide useful insights. These examples help pinpoint areas for improvement while recognizing what went well during the session.
Consider including questions like "How clear were the planning objectives?" or "What improvements can be made in communication?"
Mixing multiple-choice queries with brief text responses enables respondents to offer actionable feedback. This approach provides both measurable data and qualitative insights, supporting more focused improvements for future iterations.
How do I create effective PI Planning survey questions?
Creating effective PI Planning survey questions begins with clear objectives that target specific areas like team alignment, communication, and session effectiveness. Write questions in simple language to encourage honest input. Focus on actionable insights and ensure that each question addresses a unique aspect of the planning process. Keeping questions concise and relevant makes it easier for respondents to provide thoughtful answers.
Test your survey questions with a small group before full deployment to catch any ambiguities.
Include a mix of quantitative ratings and qualitative input so feedback is both measurable and detailed. This refinement process enhances clarity, leading to richer insights that drive continuous improvements in your planning sessions.
How many questions should a PI Planning survey include?
A well-designed PI Planning survey often includes between 10 to 15 focused questions. This range covers essential areas such as planning clarity, communication effectiveness, and resource management. A moderate number of questions helps maintain engagement and avoids survey fatigue. Fewer questions allow for deeper responses while ensuring that feedback is both specific and actionable, streamlining the evaluation process.
Tailor your survey to capture the unique aspects of each planning session.
Mixing multiple-choice questions with open-ended responses can balance quantitative data with detailed opinions. This approach encourages comprehensive feedback and provides teams with clear, concise data to inform adjustments for future PI Planning sessions.
When is the best time to conduct a PI Planning survey (and how often)?
The optimal time to conduct a PI Planning survey is immediately after the planning session when impressions are fresh. This timing allows responses to accurately reflect the experience of the session while details are still vivid. Immediate surveys help capture honest feedback on the planning dynamics, decision-making process, and team collaboration, ensuring that organizers receive meaningful input.
Many teams choose to repeat the survey after each planning cycle or increment to monitor progress over time.
Regular feedback loops build a trend analysis that informs continuous improvement. This consistent review process helps to adjust strategies, enhance planning sessions, and ensure alignment with team objectives through timely, actionable insights.
What are common mistakes to avoid in PI Planning surveys?
Common mistakes in PI Planning surveys include using technical jargon that confuses respondents and including too many questions that lead to survey fatigue. Avoid posing ambiguous or leading questions that may bias responses. Focusing on vague aspects rather than specific areas like clarity, communication, and alignment can reduce the actionability of the feedback. It is essential to maintain a clear focus on areas that drive improvement and ensure the survey remains concise.
Additionally, neglecting to pilot the survey can be detrimental.
Test your questions with a small sample to verify clarity and relevance before wide distribution. Mixing formats and providing clear instructions also enhances response quality, ensuring that the data collected directs meaningful changes in your PI Planning process.
