Top Miro PI Planning Templates for Agile Teams in 2025

Imagine your entire Agile team collaborating seamlessly in one visual space, with clear responsibilities, dependencies, priorities, and synced timelines.

That’s what happens when PI Planning is done right.

PI (Program Increment) Planning is a key part of the Agile process where teams come together to align on goals, set priorities, and map out what they’ll deliver in the upcoming sprints. With the right structure, you can eliminate confusion, delays, and miscommunication from your workflows.

This article features the top Miro PI Planning templates designed for Agile teams that aim to keep sprints on track. And if you’re looking for alternatives, we have also listed the best ClickUp PI Planning templates.

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Top Miro Pi Planning Templates at a Glance

Here’s a summary featuring the best Miro and ClickUp PI Planning templates:

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What Makes a Good Miro Pi Planning Template?

The right Miro Pi Planning template should make your planning sessions smoother, not more confusing. Here’s what to look for when choosing a solid Miro PI Planning template 👇

• Clear team swimlanes: Look for a template that separates each team’s work visually, so there’s no confusion over who’s responsible for what
• Sprint timelines: Ensure your template includes a visible sprint calendar, so your team can map out work across multiple iterations with clarity
• PI objectives section: Choose a template that lets you set and highlight your main goals, helping everyone stay focused on shared outcomes
• Dependency mapping: Look for templates with a space to show task dependencies, especially across teams, to avoid misalignment and blockers
• Risk and blocker board: Make sure your template includes a section for risks or bottlenecks, so they’re addressed early and don’t derail your plan
• Team notes and comments: Pick a template that allows sticky notes or comments, so feedback, questions, and ideas stay in one place during collaboration
• Fits your Agile framework: Ensure the layout supports your Agile process, whether you follow SAFe, Scrum@Scale, or a custom setup

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Miro PI Planning Templates 

Miro offers a good collection of PI Planning templates to help Agile teams organize productive PI sessions by helping aligning objectives, mapping out tasks, and fostering collaboration in real time. 

Let’s take a look at the top ones 👇

1. PI Planning Template

Miro’s PI Planning Template streamlines the end-to-end PI planning process for Agile teams. It provides a collaborative digital workspace where teams can align on strategy, identify cross-team dependencies, and turn planning decisions into actionable tasks. 

This template helps ensure everyone is working toward a shared vision by facilitating real-time input and keeping all PI planning artefacts in one place. With its intuitive layout, teams can break down features, map out risks, and synchronize on next steps for the upcoming program increment.

💫 Why you’ll love this template

• List and prioritize features, stories, and tasks in the program backlog before kicking off planning
• Visualize and connect dependencies on an interactive program board using intuitive drag-and-drop connectors
• Collaborate in real time with remote teams using built-in communication and update tools
• Sync seamlessly with Jira using two-way integration to avoid manual updates and stay aligned across platforms

2. All-in-one PI Planning Template

The Miro All-in-one PI Planning Template offers a comprehensive framework, covering every major aspect of SAFe PI planning on one Miro board. It lets teams collaboratively set PI Objectives, conduct team breakouts, and manage a program board of features and dependencies within a unified space. 

By bringing together key components, such as objectives, agenda, risk tracking, and the program board, this template helps ensure that every detail is accounted for. Teams can use it to visualize priorities and coordinate both within and across Agile teams, driving alignment and synchronization throughout the organization.

💫 Why you’ll love this template

• Plan across time zones by organizing PI planning events and sub-events with clear, timezone-specific agendas
• Manage cross-team dependencies using dedicated Solution and Program Boards to align capabilities across multiple ARTs
• Track and resolve risks with a structured ROAM board that helps assign owners, accept risks, or plan mitigations
• Gauge team alignment with a visual confidence vote section that captures concerns early and promotes transparency

⭐ Make PI planning smarter with ClickUp Brain

ClickUp Brain is your built-in AI assistant that lives inside ClickUp. It connects all your work, including tasks, docs, chats, goals, and more and gives you instant answers, summaries, and automations.

ClickUp Brain helps your Agile team:

• Summarize planning updates in real time: Stay in the loop even if you missed a sync or standup
• Surface blockers instantly: Get notified of potential risks before they derail your sprint
• Create contextual reports on demand: Generate PI progress summaries, backlog insights, or capacity plans with one prompt
• Automate admin tasks: Let Brain handle recurring planning rituals like drafting retros, updating sprint goals, or assigning follow-ups
• Connect with your entire workspace: Brain draws from tasks, docs, chat, integrations, and even your calendar to give full-context answers

Prompt it to: “Summarize the top 3 risks from our current PI board and suggest ways to address them before Sprint 2 begins.”

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3. SAFe PI Planning Template

The Miro SAFe PI Planning Template is purpose-built to facilitate the core PI planning event for Agile Release Trains. It provides a structured, scaled Agile framework to set business/technical objectives, identify interdependencies, and sequence work across iterations. 

The template guides teams through the standard PI planning agenda, making it easy to visualize team commitments and key elements, such as the program board. With transparency and alignment on objectives, it empowers organizations to plan increments that deliver value at scale with predictability. 

💫 Why you’ll love this template

• Track and manage features across teams with an integrated program backlog and PI planning board
• Break down work independently using dedicated team boards with focused planning space
• Align teams and ARTs through a built-in Scrum of Scrums (SoS) checklist for coordination
• Reflect and improve after each PI with a structured retrospective template for capturing lessons learned

4. PI Planning Preparation SAFe Template

The Miro PI Planning Preparation SAFe Template helps Agile teams get everything in order before the big PI planning event.

It streamlines pre-PI activities, such as gathering business context, refining backlogs, and aligning on vision, so that the actual PI planning session is more efficient. 

The template includes sections to collect stakeholder feedback, define product vision, list objectives, and prepare tools/integrations needed for the event. By ensuring key inputs are ready and teams share a common context, this template reduces chaos and sets up the PI planning for success.

💫 Why you’ll love this template

• Align all teams early with a dedicated space to document business context and product vision
• Collect critical input beforehand using an integrated pre-planning checklist for stakeholder feedback
• Test your planning process in advance with a built-in dry run section to refine before the real session

5. PI Planning Wrap Up And Tracker SAFe Template

The Miro PI Planning Wrap Up & Tracker Template is a post-PI planning tool to capture outcomes and monitor progress through the PI. It serves as a comprehensive record of what was decided: final PI objectives, team plans, risks, dependencies, and action items from the planning event. 

The template uses Miro’s AI to help group topics and summarize discussions, making follow-ups easier. Product managers and RTEs can use this board as a living tracker throughout the PI to update status, manage program risks, and ensure teams stay aligned on the PI commitments.

💫 Why you’ll love this template

• Document final outcomes clearly with dedicated wrap-up sections for PI objectives, risks, and follow-ups
• Summarize discussions faster using Miro AI to group related ideas by keyword or tone
• Track cross-team dependencies visually with an integrated dependency mapping app
• Monitor deliverables post-event through a detailed timeline and milestone tracking

6. SAFe Program Board Template

The Miro SAFe Program Board Template helps Agile teams visualize the big picture of a Program Increment, showing features, project timelines, and dependencies across teams on a single board. Even outside a formal PI planning session, a program board is useful for aligning development objectives with business goals, clarifying inter-team dependencies, and fostering collaboration among teams and stakeholders. 

This Miro template provides a structured yet flexible board where teams can mark iterations, feature delivery dates, and dependency links. 

💫 Why you’ll love this template

• Assign features and enablers easily using a structured team-by-iteration grid
• Track delivery goals visually with a timeline that includes milestones and release checkpoints
• Drag and drop team members to features instantly using the People Widget
• Spot and resolve blockers early through cross-team dependency mapping

7. SAFe Roam Board Template

The Miro SAFe ROAM Board Template makes risks highly visible by giving teams a shared space to record and categorize each identified risk. 

Teams assess the likelihood and impact of each risk, then decide a ROAM status (e.g., resolve now or accept it) to address it. Keeping the ROAM board updated throughout planning and execution ensures everyone stays aware of obstacles and how they’re being handled, which improves confidence in meeting PI objectives.

💫 Why you’ll love this template

• Categorize risks effectively using a prebuilt ROAM framework with four clearly defined zones
• Prioritize high-impact risks together through a collaborative team voting section
• Review and update risks seamlessly during planning, and PO syncs with a guided risk-handling process
• Sync risks across tools effortlessly using Jira card integration for better visibility and tracking

8. Scrum of Scrums Meeting SAFe Template

The Miro Scrum of Scrums Meeting SAFe Template helps coordinate multiple Scrum teams working on a large project or Agile Release Train. It provides a structured agenda and workspace for the ‘Scrum of Scrums’, i.e., a regular meeting where representatives of each team synchronize on progress and impediments.

This template ensures all teams stay aligned by mapping dependencies, tracking issues, and summarizing action items (with AI assistance for theme summaries). 

💫 Why you’ll love this template

• Capture real-time team updates in a dedicated SoS Meeting Area for visibility on dependencies and blockers
• Run smooth SoS meetings with a structured agenda and Scrum Master update sections
• Assign clear follow-ups in the ‘Meet After’ zone with ownership and next steps
• Visualize cross-team progress by integrating updates directly into the Program Board

9. Scenario Planning Template

The Miro Scenario Planning Template helps teams strategize and prepare for various future scenarios in a structured way.

Rather than being PI-specific, it’s a strategic planning tool that can complement PI planning by exploring ‘what if’ situations, and provides distinct sections to define different scenarios, analyze potential impacts, and outline action plans. 

This clear framework fosters structured thinking. Teams can logically progress from scenario definition to conclusions, reduce oversight, and ensure comprehensive planning, making it particularly useful for risk mitigation and long-term planning exercises.

💫 Why you’ll love this template

• Navigate uncertainty with ease using step-by-step scenario sections that guide planning
• Adapt the layout for business, creative, or academic scenarios without constraints
• Drag and drop visuals like charts or artefacts to support data-driven planning
• Collaborate in real time with features that capture team input instantly

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10. Sprint Planning Template

In Miro, the Sprint Planning Template provides a clear visual layout for sprint goals, planned stories/tasks, and team capacity, enhancing team collaboration and communication during sprint planning. 

The interactive design (integrating with tools like Jira, if needed) ensures everyone can contribute to prioritizing the backlog and defining the sprint scope. By aligning the team on what will be delivered and how, this template helps kick off sprints with a shared understanding and commitment. 

💫 Why you’ll love this template

• Define and group sprint items using editable task cards that can be moved freely during planning
• Integrate tasks with Jira integration to track work across tools without duplicating effort
• Enrich planning discussions by uploading artefacts like files, links, or reference notes
• Map sprint objectives clearly with a structured view to assign owners and align priorities

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Miro Limitations

Although Miro is praised for its visual flexibility, many users report friction points that can impact productivity and usability. Below are some of the most common pain areas:

• Steep learning curve makes it hard for new users to get started without guidance
• Board performance slows down when too many elements or collaborators are present
• Board organization lacks control, which leads to accidental edits or deletions during live sessions
• Text formatting remains limited, with no support for mixed fonts or styling in a single text box
• Mobile app falls short, with fewer editing capabilities compared to the desktop version

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Alternative Miro Pi Planning Templates

While Miro is great for real-time collaboration, some teams prefer the structure, task management, and native Agile features that ClickUp offers. 

If you’re exploring Miro alternatives for PI Planning templates that combine planning boards with actionable workflows, ClickUp provides solid options right inside your project management stack.

Here are some powerful ClickUp PI Planning templates you can use to plan your next Program Increment efficiently.

1. ClickUp PI Planning Template

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The ClickUp PI Planning Template provides a centralized space to conduct program increment planning through structured whiteboards and visual task tracking. It breaks the session into four key boards: Teams, Program, Agenda, and ROAM, so your team can map dependencies, risks, and sprint deliverables with ease. 

This template helps Agile teams stay organized, align on objectives, and streamline the transition from discussion to execution.

💫 Why you’ll love this template

• Break down objectives and assign iterations with a team board that clarifies individual responsibilities
• Track milestones, dependencies, and delivery timelines using a feature-focused program board view
• Plan sessions and add facilitator notes with a structured agenda layout that keeps every event on track
• Sort and manage risks effectively by categorizing them as Resolved, Owned, Accepted, or Mitigated on the ROAM board
• Sync whiteboard sticky notes in real-time with ClickUp Dashboards to ensure seamless collaboration across tools

2. ClickUp PI Planning Meeting Agenda Template

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The ClickUp PI Planning Meeting Agenda Template is a structured document template that guides Agile teams through the agenda of a PI planning event. It ensures that all necessary topics are covered, from team introductions and vision setting to backlog review, capacity planning, and risk discussion. 

This template is highly collaborative, allowing teams to edit it in real-time, add comments, and utilize version control to track changes. 

💫 Why you’ll love this template

• Map out discussion points and align activities across the full meeting timeline with an interactive agenda view
• Clarify team goals and break them into measurable, prioritized objectives with ClickUp Goals
• Allocate time blocks for each item and manage agenda pacing with precision
• Track all updates made to the agenda, ensuring everyone works on the latest version and can revisit previous versions
• Involve all participants in decision-making through comment threads and updates

3. ClickUp Program Increment Board Template

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The ClickUp Program Increment Board Template acts similarly to a SAFe program board, where teams can see all sprints/releases in one place, share ideas for improvements, and monitor delivery against deadlines.

It helps keep everyone aligned by showing which features or projects are in which sprint and how they tie to the overall timeline. With accurate progress measures and one central view, teams can easily identify if they are on target to meet PI goals and make adjustments if needed. 

💫 Why you’ll love this template

• Track total capacity and load per team for balanced resource allocation 
• Identify team responsibilities instantly with color-coded rows that organize assignments at a glance
• Align team activities with key dates by tracking milestones directly on your visual timeline
• Highlight task relationships clearly using connectors that map out cross-team dependencies
• Customize and adjust plans on the fly by dragging and dropping sticky notes for each team’s activities

4. ClickUp Project Implementation Plan Template

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The ClickUp Project Implementation Plan Template acts as a blueprint for turning a project plan into reality. Project managers can map out everything from project scope and objectives to timelines, milestones, and resources in a detailed plan. 

This template also provides a clear workflow in ClickUp: you can list all tasks from start to finish, set due dates and dependencies, and allocate resources appropriately through ClickUp Gantt Charts and Custom Statuses and Fields. 

💫 Why you’ll love this template

• Mark critical milestones and link tasks using visual tools like Gantt or Timeline to highlight dependencies
• Capture and monitor key project details with 11 robust Custom Fields for risks, approvals, teams, and more
• Manage every project angle in one place by switching between six views, like Project Phase View and List View
• Track and control project expenses easily with a dedicated cost table for salaries, tools, and resource allocation

5. ClickUp Program Management Template

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With features like task dependencies, risk assessment, financial tracking, and built-in timelines, the ClickUp Program Management Template gives project leads a high-level folder structure to oversee all component projects, while still allowing drill-down into tasks.

💫 Why you’ll love this template

• Visualize tasks, deadlines, and milestones in one place with the Gantt view for full project visibility
• Monitor project budget closely by comparing planned vs. actual costs using automated formulas in the Financials table
• Organize tasks by phase or priority with ClickUp’s Kanban-style Board View that helps teams stay focused on what’s next
• Track and resolve issues faster using custom fields and flexible Board/List views for bottleneck detection
• Plan and mitigate risks proactively with a customizable risk assessment view to evaluate threats early in the project

6. ClickUp Project Resource Matrix Template

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When you are looking for a clear matrix to log all resources (team members, equipment, facility, software, etc.), their availability, and their allocation to various projects or tasks, switch to ClickUp’s Project Resource Matrix Template.

It helps optimize team collaboration by making it clear who is working on what and whether any resource is overbooked or underutilized. You can break down tasks by resource type, department, and timeline to get a comprehensive view of what’s needed, by when, and at what cost.

💫 Why you’ll love this template

• View all resources with categorized list views showing real-time status, like planned, started, or on hold
• Monitor resource usage and status with a snapshot-style Board view for quick project progress checks
• Adjust allocations easily using the drag-and-drop Timeline View to fine-tune start dates and deadlines
• Simplify resource requests with input forms that let team members submit requirements without back-and-forth

7. ClickUp Project Work Plan Template

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The ClickUp Project Work Plan Template helps teams set realistic goals and timelines for every project phase, organize tasks with clear ownership, and monitor progress and milestones in real time. 

With built-in tools like the Gantt view, Task Submission Form, and Custom Fields, this template goes beyond simple task tracking and provides an integrated visual system to see how close your team is to meeting its milestones using RAG (Red, Amber, Green) status indicators, delays in days, and effort scoring.

💫 Why you’ll love this template

• Collect tasks easily with a submission form that auto-sorts inputs by project phase during PI planning
• Clarify scope and progress with Custom Fields for Priority, Progress, Delay (in days), and Effort (1–5 scale)
• Visualize schedule performance with fields that compare planned vs. actual durations to spot timing issues early
• Estimate effort smartly by assigning effort scores to balance workloads and improve team capacity planning

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Turn Your PI Planning into Action with ClickUp

PI planning needs more than just a whiteboard. While Miro is great for mapping out ideas and collaborating in real-time, ClickUp takes your plans and helps turn them into action.

With ready-to-use templates for timelines, resources, goals, and task tracking, ClickUp brings structure to your Agile planning. You get customizable views, easy reporting, and full visibility in one place.

If you’re looking for a tool that not only supports collaboration but also helps you deliver on your plans, ClickUp might be your next smart move.

Sign up on ClickUp today and bring clarity to every planning session.

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