CHOW #289 – Backlog Refinement or bones of contention?

Shivani is the Scrum Master of for the Palomar team. She approaches you, the Agile coach, with a situation she is facing with the Backlog Refinement.

Palomar team has scheduled regular Backlog Refinement meetings for couple hours on their Fridays. These are not sufficient and at times more meeting(s) are scheduled. In spite of this a good amount of time is taken up for refining stories in the Sprint Planning meeting too.

The stories are taking a long time to refine. The initial discussions are very intense though restricted to a some of the team. The rest of the team just listens into the discussions, with occasional participation. After the initial discussions the pace of the refinement is slightly better, but overall there is a lot of time going towards Backlog Refinement.

Shivani feels that the Backlog Refinement meetings are not effective – taking inordinate time. Some of the team members, have shared the feedback along the same lines, one on one. One of them said, these meetings were like the Tower of Babel, people speaking at cross purposes and arguing without attention to converge fast and build a great product. In the recent sprint the team was not able to complete all the stories they had planned. During the retrospective the possible causes that emerged was too much time in Backlog Refinement and inadequate Sprint Planning.

The question on top of Shivani’s mind – do all team members have to participate in the Backlog Refinement?

What would be your answer and possible approaches to make Backlog Refinement effective.

Solution:

There is an adage that Backlog Refinement is a never ending process, one keeps refining the item as the team takes the story to the Done state. Nevertheless there should an approach that gets the best outcome with the least effort.

One of the assumptions the teams make is – it is necessary to have the entire team participate in the Backlog Refinement meeting. Definitely this is a must, if we look at the intent behind it – it is for the team members to have a clear understanding of the user story / product backlog item. The understanding is preferably gained in discussions over written documentation, as it is more effective.

There is another assumption, that is often overlooked – the stories or the product backlog items are reasonably well formed prior to the Backlog Refinement. In the case of this team, this was lacking. A good practice that has emerged is to have a status of the story as “Ready for the Team” or “Draft”. This indicates that the story is in a reasonable form and the team can then understand, refine and size it in a dialogue with the Product Owner, to get the story to the “Definition of Ready” state.

To get the story to “Ready for the Team” or “Draft” state, the entire team need not participate. It could be the PO, SME and other stakeholders, with the SM participating as needed. Bringing in this change helped the team to make the Backlog Refinement effective and enjoyable.

Leadership, Communication; Culture
What do you think?

9 Responses

  1. An interesting “angle”! There is usually an emphasis on empathy among team members for better team work and self-organization. Would teams truly consider the manager/leader also as part of the team? Needs some mindset change. I think Emotional Intelligence training/coaching should bring out this aspect – that EI (Empathy being part of it) does not draw boundaries of applicability! Enjoyed reading a refreshingly different blog…

  2. Nice article, Gopal! Very good insight. Practicing Empathy needs an effort as it needs seeing the world from the perspective of the another person. It is all the more difficult when you do not see everything that the other person sees. I remember one instance in my life when a manager reporting to me was promoted to senior manager’s post and moved away from me on a new, higher level assignment. After a few days she came to meet me and I enquired how she was doing on the new role. She said, “Milind now I know the kind of pressure you faced from above. You never passed that onto us and kept us shielded. Now I know how difficult your role and life is. I am trying to be like you!” So, the true empathy comes out of having experienced similar situations yourself.

  3. Gopal,
    Nice blog.
    This is a very valid and necessary perspective that everyone should have.

    Somehow, in most organizations, just like ‘agile’ is considered as something for the teams and team members, these may be labeled as management and only for managers – as part of the leadership development plans.

    Some ways how I have contextualized this in some situations:
    • At an individual contributor level: connecting to empathy as a key skill for design thinking [observing and understanding users]
    • At a team level: the togetherness and one-team idea [teams making commitments, the huddles in cricket and other sports etc], to use daily standups, for example, to recalibrate oneself after sensing how the others feel on that day or in a particular situation
    • For managers: understanding and doing what they can, to make their managers successful, particularly when the complaint is that my manager does not understand me or my needs

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