When during PI Planning is the ROAM technique used to categorize program risks?

Question

Options

• AAfter the final plan review
• BDuring the final plan review
• CDuring the draft plan review
• DDuring the management review and problem-solving meeting

• A
  87% (27)
• B
  3% (1)
• C
  3% (1)
• D
  6% (2)

Explanation

ROAM (Resolved, Owned, Accepted, Mitigated) is applied after the final plan review because that is when all team plans have been presented and the full set of program-level risks is visible - only then can the group systematically categorize each risk with appropriate ownership and disposition.

Why the distractors are wrong:

• B (During the final plan review) - The final plan review is for teams to present their plans and surface risks, not to formally categorize them; ROAMing is the structured follow-on step.
• C (During the draft plan review) - Draft plan review happens at the end of Day 1 and is too early; plans are still being adjusted overnight after management review, so risks aren't finalized yet.
• D (During management review and problem-solving) - This meeting is where leadership addresses planning conflicts and adjusts scope/resources; it precedes the final plan review entirely and has a different purpose.

Memory tip: Think of ROAM as the closing ceremony of PI Planning - you can only sort risks into buckets once everyone has shown their cards (final plans), so it naturally comes after the last major presentation, not during it.

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