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Product Ownership Technique #5 — Backlog Refinement

Writer's picture: Sujatha PrakashSujatha Prakash

Updated: Feb 25, 2024

ProductBros. - Backlog Refinement

Purpose of Backlog Refinement

The purpose of the backlog refinement process is to make sure that the development team finds the requirements clarified enough to complete an iteration.


In other words, as per the definition of “Agile V2 Extension” of IIBA, a product backlog refinement is used to ensure enough detail and clarity for items in the backlog so that the delivery team can complete an iteration.


More about Backlog Refinement…

Backlog Refinement is a continual technique that may be done in parallel with a Workshop, to prepare the product backlog items for the development team to deliver. The technique incorporates stakeholder feedback, learnings and any refinement to the requirements on an ongoing basis. This process assists the delivery team to deliver high value and quality solutions within an iteration.

Usually, business analysis practitioners or product owners collaborate with the team members, stakeholders or customers to get their needs clarified and addressed. Once done, a set of refinement activities like

  • Story Elaboration

  • Story Decomposition

  • Prioritization

  • Sequencing will be used, that ensures the items with less/ more priorities are ordered accordingly.


Also, this refinement activity ensures that the large items are split into smaller items meeting the INVEST criteria. (Independent, Negotiable, Valuable, Estimable, Sized appropriately and Testable). The refinement process will be complete once sufficient information is available to the development team to execute.


Thus, the final outcome of carrying out the Backlog Refinement technique is, the team gets a common understanding of what is required to deliver from the Product Backlog.


Elements

Four basic criteria that will help to complete the refinement sessions are,

  • Backlog

  • Backlog Item

  • Refinement Meeting

  • Definition of Ready


Backlog

First and foremost, an ordered list of features, requirements or items is needed to start with the refinement session, without which the desired outcome cannot be achieved.


Backlog Item

An item in a backlog represents one or more requirements. Items that are in the top order should be sized and have enough details for the team to complete the next iteration. Items that are in the bottom order can be larger or less refined, which will be taken up later as the work progresses.

Item can be represented as

  • User Stories

  • Job Stories or

  • Wireframes


Refinement Meeting

The purpose of this meeting is to review the items that are in the top order of the backlog. The outcome of the meeting is to make sure that these items are ready for the next iteration and clarify any information if required. It is usually led by a product owner or the required customer representative.


Definition of Ready

It is a set of criteria based on which the team agrees that the item is considered as “Ready” for the next iteration.



Backlog Refinement in POA Domain

Now let’s see how the Backlog Refinement technique fits in the Product Ownership Analysis (POA) perspectives,

  • Applying Foundational concepts

  • Cultivate customer intimacy

  • Engage the whole team

  • Make an Impact

  • Deliver often

  • Learn fast

  • Obsess about value

Backlog Refinement in POA Domain

Limitations:

This technique can be ineffective if,

  • There is a frequent change in the roadmap.

  • The whole team are not aligned participatory in the refinement sessions.


References: Learnings from "IIBA-CPOA"

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