The Product Backlog Grooming Steps

By Roman Pichler, 2nd April 2012
Picture by Gabriel Izgi courtesy of Unsplash

Grooming the product backlog helps you make the right product decisions by integrating new insights into the backlog, and it helps you get the product backlog ready for the next sprint. In this post, I share a systematic approach to carrying out the grooming work that takes into account new feedback and data, leverages a collaborative approach, and comprises of key five steps.


Step 1: Analyse the Data

Grooming or refining the product backlog starts with analysing the feedback and data collected from exposing a product increment to target users and customers. The increment may be working software, or in the case of a brand-new product, a paper prototype. The data obtained may be quantitative, qualitative, or both depending on the validation technique used. I prefer to work with both, qualitative and quantitative data whenever possible and combine, for example, direct observation with A/B tests. When evaluating the feedback, focus on the data that is relevant to help you understand if you are building the right product with the right UX, features, and technologies, or how you can further enhance and optimise the product. Have the courage to say no to new ideas and requests if these are not helpful to move you closer to your vision. Otherwise, your product is in danger of becoming a feature soup, a loose collection of features with little or no connection. Be aware of the cognitive bias we all have, your hidden assumptions and wishes, as these can lead to ignoring or misinterpreting data. To mitigate the risk, analyse the feedback together with the team members. Remember that negative feedback is good feedback: If all you ever hear is positive, you don't learning anything new and you miss opportunities for making your product even better.

Step 2: Integrate the Learning

Once you have analysed the feedback, incorporate your insights into the product backlog. This results in removing, adjusting, and adding items, including epics, operational constraints, design and workflow sketches. If the feedback invalidates you assumptions regarding the target group, the user needs, and the business model, you may have to adjust your product strategy (pivot), remove the product backlog content, and restock your backlog.

Step 3: Decide what to do Next

After incorporating the new insights into your backlog, decide what to do next and choose the right sprint goal. Ask yourself what needs to be done next and what the purpose of the next sprint is. Which ideas and assumptions do you want to validate, which risks do you need to address? Or which functionality do you want to provide or enhance? You may want to try my sprint goal template to capture goal.

Step 4: Refine the Backlog Items

Next, break out user stories from the epics that help you to reach the sprint goal. Then make the stories high-priority, and order the stories according to their importance for reaching the goal. You may also want to ask the development team to estimate any epics that have been added or adjusted as well as the newly formed stories. This allows you to understand how much effort is roughly contained in the backlog, to prioritise by cost-benefit, and track the project progress, for example, by using a release burndown chart.

Step 5: Get the High-Priority Items Ready

With small, ordered user stories in place, you are close to starting the next cycle. But before you do so, ensure that the stories are ready: clear, feasible, and testable. This may entail creating a user interface design sketch and one or more operational quality constraints for the stories, as the picture below illustrates.

Getting the stories ready may also require resolving dependencies between teams if several teams work on the same product. The stories should now be ready to be pulled onto the sprint backlog or the Kanban board.

Grooming is Teamwork

When I talk to product owners about grooming their backlog, I often discover that the individuals carry out the work alone. This wastes a massive opportunity: to mitigate the product owner’s cognitive biases, create shared ownership of the backlog, and leverage the team’s collective creativity and knowledge. As the product owner, involve the team members in the grooming steps. This reduces your workload, and it is likely to result in better requirements and a better product. Don’t be afraid, however, to facilitate the discussions and to make a decision if no consensus can be reached. You don’t want to get stuck in analysis-paralysis but move on, and test new ideas or deliver more functionality.
Summary
The Product Backlog Grooming Steps
Article Name
The Product Backlog Grooming Steps
Description
Discover five essential steps that will ensure that your product backlog facilitates innovation and drives the work of the development team.
Author
Pichler Consulting Limited

Learn More

You can learn more about working with the product backlog with the following:

Source: http://www.romanpichler.com/blog/the-product-backlog-grooming-steps/

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10 comments on “The Product Backlog Grooming Steps

  1. Andreas

    Hi Roman! It’s me again 🙂

    I am having troubles to communicate to my three dev teams that grooming the product backlog is a shared responsibility. Their understanding is that the stories which enter the grooming session are already well prepared. Estimation is what is done in the grooming session. They demand other kick-off meeting to discuss stories in details and talk about how to solve them. Apparently, stories in the form of “As a user I want to do X so that I get value Y” is not enough specification to my dev colleagues.

    Maybe you have an idea how to bring business and engineering together in order to generate good PBIs.

    Thanks!
    Andreas

    • Roman Pichler

      Hi Andreas,

      I know this sounds like a cop out but the best advice I can give you is: Attend the next retrospective, and talk to the team about the issue. There could be many causes: Team members might feel they don’t have the time to contribute; the team members might have a wrong understanding of the product owner role; the team members may lack the knowledge or skills to contribute; or the team members might be worried that hey could be held accountable for the product’s functionality.

      Good luck!

  2. Andreas

    Hi Roman, thanks for the simple approach. Seems that obvious that I did not think of it. The good thing is that it encourages to focus on value even in very technical stories. Regards from Hamburg!

    • Roman Pichler

      Glad to hear that my advice was helpful.

  3. Andreas

    Hi Roman,
    when we meet together in backlog grooming sessions, it is often the case that during discussion the teams realize that some refactoring is necessary. In the past that has lead to very technical user stories which were scattered all over the backlog. Since I became the PO, we are trying to reduce such “stories”. However, these things are necessary and I am having difficulties to organize them as user stories since the customer value behind such stories is often not clear to me due to the very technical domain. Do you have an advice how deal with refactoring and the like? The teams want to have an own backlog with such things. What do you think of that?

    Thanks a lot!
    Andreas

    • Roman Pichler

      Hi Andreas, Thanks for your comment. I recommend that you add bigger refactoring items to the product backlog, as this creates transparency and facilities planning. For instance, you want to add new functionality but still meet your main performance constraint. The team has identified the database access layer as the main refactoring area. Now add the following refactoring item to your backlog: “Refactor the database access layer so that the user story ‘event management’ can be provided and the performance constraint ‘response time’ is still met.” Sometimes it makes sense to create a “Snow Leopard”, a maintenance release before new functionality is implemented by the way. If Apple can do it, so can we 😉

  4. Praveen

    Hi Roman,

    Always glad to read your blog and book. I worked with you for a transformation work at EA. My scrum teams absolutely love the idea of grroming and it is part of thier DNA. I had few inputs to what happens in grooming and before planning.

    1. Spikes in grooming

    o Identifying/Discussing any needed ‘Spike’ PBI’s
     We like to identify these sooner rather than later because you generally want to do your ‘Spike’ PBI one or more Sprints before your “Follow On” PBI.
     Some of these may involve investigating new technologies that are architecturally risky
    o Identifying/Discussing external dependencies
     We like to identify these sooner rather than later because they make take multiple Sprints to resolve
     If the external dependency creates enough estimate uncertainty, you can also create ‘Spike’ PBI’s to get the external dependency resolved in an earlier sprint before the “Follow On” PBI in a later sprint.

    2. We have like champions within team who would voluteer to investigate this spike or do a quick prototype before the actual PBI’s are played next sprint.

    cheers
    Praveen

    • Roman Pichler

      Hi Praveen, Good to hear from you and thanks for sharing your experience. I’ve also found that spikes are helpful to explore different options particularly when dealing with a new feature of a mature product. If the spike is created in a different sprint compared to the actual story, it may be helpful to add the spike to the product backlog and make it high priority.

  5. John Peltier

    Much of the agile literature de-emphasizes the work that goes into analyzing feedback. This gap is most apparent when agile is applied to off-the-shelf software rather than custom development.

    One way to mitigate that is mentioned in your post, but frequently not followed in these situations — bringing real customers into the sprint demos rather than just internal stakeholders. This is sometimes a difficult technique to sell, but an aggressive enterprise might find that an NDA could protect their interests while still deriving the benefit that this exposure provides.

    • Roman Pichler

      Hi John, Thanks for your comment. You are right: Inviting real customers and end users to a demo can be a great way to get feedback. I’ve wanted to write a post on the different options to collect feedback for a while. Your comment makes me rethink my blog backlog prioritisation 🙂

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