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How can you foster collaboration and make big decisions when people can’t come together?

Executive summary


When teams can’t come together IRL, they turn to virtual events to plan their work. But running a virtual PI planning event isn’t as simple as writing slides, sharing screens, and pointing a laptop camera at a whiteboard.

You have to structure the event – and each session – in a way that gives participants the right information at the right time. And you have to make sure you have the right tools in place to make sure teams can collaborate and make decisions.

In this ebook, you’ll get a sample schedule and agenda designed for a virtual PI planning event, a helpful checklist that will help you get ready for a successful planning meeting, and more tips to keeping your teams engaged.

In this ebook, you’ll learn how to

Design an agenda and activities meant for people who are in front of screens

Create content that prepares people to be their most productive

Choose the digital and collaboration tools you’ll need to keep teams aligned

Facilitate small-group discussions that will take the place of “hallway” meetings