Big Room Planning: Cross-team quarterly planning at scale within imagin Qorus-Infosys Finacle Banking Innovation Awards 2025

Submitted by

imagin (CAIXABANK)

Premium
10/06/2025 Banking Innovation
Big Room Planning is a quarterly event where all product BUs at imagin collaboratively plan the next quarter, aligning goals, resolving dependencies, and boosting team stability and delivery reliability
Innovation details
Country
Spain
Category
Operations and Workforce Transformation
Keyword
Operational excellence & efficiency, HR & New ways of working

Innovation presentation

Big Room Planning (BRP) is a quarterly collaborative planning initiative that unites all product teams at imagin—including business, technology, design (UX/UI), quality assurance (QA), and support—with the goal of strategically aligning the entire organization around a shared roadmap. Concept and Objectives The concept arose from the need to efficiently coordinate the work of multiple interdependent teams. BRP aims to enhance visibility into collaborative work, anticipate risks, align strategic objectives, and ensure more reliable execution. Its primary goal is to connect strategy, product, and people in a single joint planning space, promoting transparency and collaboration. Motivation and Reasons Behind the Project Prior to implementing BRP, planning at imagin was more siloed, leading to a lack of visibility, duplications, delays due to unidentified dependencies, and low reliability in value delivery. BRP emerged as a response to this need for synchronization, especially in an environment with multiple teams working in parallel and facing high technical and organizational complexity. State of the Market and Competition In the digital enterprise ecosystem, similar planning models exist in organizations applying scaled agile frameworks (such as SAFe or LeSS), but few have successfully adapted them to an environment like imagin's, characterized by a lean organizational structure, a strong digital culture, and a user-centered strategy. BRP represents a custom-built solution that combines the best of these frameworks with pragmatic execution tailored to our reality. Sources of Inspiration We drew inspiration from scaled agile methodologies like SAFe (Scaled Agile Framework), PI Planning, and other practices for coordinating multidisciplinary teams. However, BRP is not a replica of these frameworks; it's a contextualized interpretation aligned with imagin's culture, based on team autonomy, horizontal collaboration, and distributed decision-making. Departments Involved BRP actively involves all product units at imagin, as well as teams from technology, design, data, QA, business, and support. It's a cross-functional initiative requiring the coordinated participation of over 100 people each quarter. Main Results So Far Since its implementation, BRP has yielded tangible improvements: • A 20% increase in team plan stability, leading to a 70% execution reliability rate. • Significant improvement in early identification of dependencies and proactive risk management. • A stronger sense of alignment and shared purpose among all teams. BRP has become a key event in imagin's calendar, both strategically and operationally.

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