RTE Essentials
Learning, Reflections,
and Action Plan
6.0
Workbook
Welcome
As you progress through the RTE Essentials series, use this workbook to
write down what is asked of you for that specific section. Keep this handy
and refer to it frequently.
Table of Contents
Exploring the Role of the RTE..........................................................3
Preparing for PI Planning.................................................................4
Facilitating PI Planning....................................................................6
Executing the PI................................................................................8
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Exploring the Role of the RTE
Welcome to Exploring the Role of the RTE, part of the RTE Essentials learning series. This
section will outline what it means to be an RTE, the benefits of being an RTE, and provide
you with tips and tools to help you perform as an RTE.
Your turn – Reflecting on difficulty receiving information
Think about a time in your career where you had difficulty receiving information without
rejecting it. How could you have improved your response to accept the information as it
was offered and been more empathetic to the situation?
Write your response and highlight anything you would have done differently as a
servant leader.
Your turn – Implement a tip
Read through each tip in this section, and pick one to implement in your organization and
create an action plan to get started on implementing your process.
1. Write your plan down, think through each step, and how you will accomplish each step.
2. Be prepared to share it with others.
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© Scaled Agile, Inc.
Preparing for PI Planning
Welcome to Preparing for PI Planning, part of the RTE learning series. This section will
outline the steps involved in preparing for PI Planning and provide you with insights from
our community to help navigate your preparation.
Your turn – Getting ready
Answer the following:
1. What are you most excited about as you start to prepare for PI Planning?
2. What are you most nervous about? How will you mitigate what makes you nervous?
Your turn – Organizational readiness
Think about how you will get the answers for each question in the previous section and
make an action plan if it makes sense to do so.
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© Scaled Agile, Inc.
Preparing for PI Planning
Your turn – Logistics readiness
Identify three immediate actions you can take to start to prepare the logistics for PI
Planning. Refer to the ART Readiness Workbook that contains checklists and other
information to help with preparation.
Your turn – Anti-patterns
Identify an anti-pattern you have observed or are concerned about. Develop a mitigation
plan to address this anti-pattern.
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Facilitating PI Planning
Welcome to Facilitating PI Planning, part of RTE Essentials learning series. This section will
go over proven success patterns for executing the PI Planning event.
Write your top two concerns for executing PI Planning. Come up with an action plan on
how you will address these concerns before the event.
Your turn – Creating a plan
Create a list of questions to help you develop a plan to facilitate the management review
and problem-solving meeting.
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Facilitating PI Planning
Your turn – Choosing techniques to try out
Identify two different retrospective techniques you want to use at the end of PI Planning to
collect improvement items from attendees.
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Executing the PI
Your turn – Brainstorming ideas
Create a list of possible issues that may come up while you are facilitating Coach Sync and
brainstorm some ideas that will help manage these issues before they occur.
Your turn – Identifying concerns
Write down your top two concerns for facilitating an I&A event. Come up with an action
plan on how you will address these concerns before the event.
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SAFe Glossary
📖
SAFe Glossary:
Visit the Scaled Agile Framework site (www.scaledagileframework.com/glossary/)
to download glossaries translated into other languages.
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© Scaled Agile, Inc.