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Defining and Prioritising a Backlog

What is the best way to review a backlog? How do you ensure that it is "complete"? How do you ensure that the prioritisation reflects the business vision and goals?

When first faced with a backlog, you are often overwhelmed by the long list of userstories. The most important step is to set a context for these userstories. Are these userstories organised in a hierarchy of “epics”? This hierarchy will help set a context. But first we need to understand what these epics mean at the highest level. Do they represent a user’s high-level goals or are they merely there as a container for some loosely related stories?

When reviewing a backlog for completion it is vitally important that the stories are defined in a context. The context can take different forms depending on the nature of the application. For example if an application has a clear high-level flow that the user journeys along then the epics may be defined as activities in this flow and the userstories can be grouped under each epic representing the functionality required for this activity. This article by Jeff Patton presents such an approach. However, your application my exhibit a more random usage scenario. In this case epics representing high-level user goals may represent the best context for the stories. You can also provide references to other artefacts such as user journeys/wireframes to further enrich the context. This article by Scott Sehlhorst is an interesting discussion of setting a context for user stories.

This grouping of userstories by a context also helps to manage their prioritisation. You can individually prioritise stories within each epic and then also prioritise the epics. Note that just because one epic has a higher priority does not mean that all its child userstories are of a higher priority. You may discover that only the first few userstories can provide enough functionality that further work on that epic is of a lower priority then working on another epic.

About the author

Mash is a pragmatic software craftsman always looking to improve his software creation skills and helping others do the same. He firmly believes that a well-rounded software craftsman must have a keen interest in all aspects of software creation, including; process, people, technology, user experience, development, operation, maintenance, and social impact. He relishes the daily challenges that Codurance brings to him–stretching his existing knowledge and expertise allowing him to constantly grow as a professional.

Mash is an advisor and a leader. During his diverse career, he has succeeded in invigorating large ailing software projects as well as creating highly effective software teams and departments. His broad and deep technical knowledge, organisational skills, craft focus, and empathy to people involved have been integral to his success. He has worked in many roles for charities, investment banks, consultancies, government, media and cloud providers. He prides himself at being a hands-on software developer and believes that software development skills are very hard to learn and the best way to maintain them is to apply them.

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