Running a Program Increment (PI) planning session for your Scaled Agile Framework (SAFe) teams? This PI Planning Form template is purpose-built to help agile release trains capture objectives, map dependencies, and align teams around shared program goals.

Whether you're coordinating multiple scrum teams, facilitating breakout sessions, or managing a distributed agile program, this template brings structure to one of SAFe's most critical ceremonies. Teams can document their PI objectives, surface risks and dependencies early, and register their confidence level in meeting commitments—giving leadership the visibility they need to make informed decisions.

What makes this template powerful:

Use it to replace scattered notes, whiteboards, and spreadsheets with a single source of truth. Each team breakout session can submit their objectives, business value scores, and stretch goals, while program-level dependencies are logged and tracked across the entire ART. The confidence vote field captures team sentiment in real time, helping identify concerns before they become blockers.

Perfect for agile coaches, release train engineers, and scrum masters managing PI planning at scale, this form works beautifully for both in-person and remote ceremonies. Embed it in your confluence pages, share it via Slack, or use it as a standalone planning hub during your two-day planning event.

Extend it further with Stepper: Connect submissions to Jira to auto-create epics and features, notify stakeholders in Slack or Microsoft Teams when dependencies are flagged, or route high-risk objectives to leadership for review. With Paperform's conditional logic and calculation fields, you can tailor the planning experience to your program's unique cadence and structure.

Trusted by agile teams worldwide, this template helps SAFe practitioners turn PI planning from a logistical challenge into a streamlined, repeatable ceremony that drives alignment and delivery.