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Why you want a wonderfully groomed backlog for dash planning


Some years in the past (greater than I care to confess), my 200-person workforce at Microsoft transitioned (as so many have earlier than and since) from the waterfall software program improvement type to agile practices and went by scrum grasp coaching. We had been occupied with learn how to scale the method to a number of scrum groups, however our two big-name trainers began us with the fundamentals.

After just a few introductory slides, the leaders began discussing the dash planning course of and referred to this magical factor known as the backlog. I raised my hand they usually begrudgingly known as on me, presumably questioning how I might have already got a query.

“How did the backlog get created?” I requested innocently — OK, not so innocently as a result of we had been utilizing scrum for some time already and I knew firsthand how laborious it was to create a wonderfully groomed backlog.

They deflected the query regardless of my persistence and we went on to spend two days studying what is de facto fairly a easy course of — that’s, when you have a completely groomed backlog.


Desk of contents


Why backlog refinement is essential for dash planning

Scrum depends closely on the existence of a refined backlog. Whereas it isn’t all the time simple from there on out, an ungroomed backlog can doom your workforce from the outset.

On this approach, it’s just like numerous the issues groups encounter with scrum – they’re principally upstream of the sprints themselves. For instance, agreeing on a definition of accomplished, determining learn how to divide the work into scrum groups, and grooming the backlog are all technically a part of agile, however they’re typically left to the reader. Should you do this stuff poorly, you can be in for a battle.

With backlogs, the error I see most frequently is that backlog grooming is skipped and grooming is left to be tried in dash planning conferences as an alternative. This could lead the event workforce to really feel just like the PM isn’t doing their job — they usually’d be proper!

What’s a product backlog?

As an idea, the backlog is de facto easy. A product backlog is a prioritized checklist of labor that is still to be accomplished by a dash workforce. On the entrance (prime) of the backlog are gadgets which can be of the very best precedence to be accomplished subsequent.

Example: Product Backlog Groomed During Sprint Planning
Instance of a product backlog groomed throughout dash planning (supply: Lucidchart)

What’s dash planning?

The dash planning assembly happens at first of every dash. The scrum workforce selects from these highest precedence gadgets (i.e., tales, tickets, duties — no matter you wish to name the “issues” which can be on the backlog) and assigns them to builders to finish in the course of the upcoming dash.

A dash lasts for an agreed-upon length (normally between one and 4 weeks) and the workforce holds a day by day standup assembly to ensure everyone seems to be transferring ahead with their duties. When the dash ends, all of the work is completed, and also you rinse and repeat. Congratulations, you are actually a scrum grasp!

Easy, proper? Nicely, sure and no. To allow the workforce to choose work off the backlog and really feel assured in finishing it within the dash, the duties must be understood properly sufficient for a developer to execute. Many groups select to require that they’re estimated previous to being taken off the backlog as properly.

What’s backlog grooming?

This technique of making ready the backlog for dash planning known as backlog grooming (aka backlog refinement).

Backlog grooming is a superb time period as a result of it shortly conveys that the method isn’t a one-and-done exercise, however slightly one thing that should occur commonly. And that if it doesn’t occur, folks in all probability aren’t going to wish to hang around with you — I imply, your backlog.

What Happens In A Backlog Grooming Session?
Supply: Roman Pichler

All of the grooming of the backlog doesn’t should occur in a gathering, however a few of it positively ought to. It’s not unusual for groups to forego backlog grooming and simply do dash planning, however this information assumes that your workforce has elected to have a separate grooming assembly.

What does profitable dash planning appear to be?

As a PM, I PM every part, even conferences. This implies we want a definition of success so we are able to know whether or not we’ve achieved our objectives.

Dash planning is profitable when:

  • Each developer is aware of what to do once they depart the assembly
  • Each developer feels fairly assured that they will end what’s assigned to them by the top of the dash, in line with the agreed-upon definition of accomplished
  • Attendees agree that the assembly was a very good use of time (stretch aim)

I made that final one a stretch aim as a result of, belief me, it’s laborious to get a big group of individuals to agree on this. There’ll all the time be outliers that assume all conferences are pure evil, that the assembly might have been shorter, or that they wanted extra time.

Some extra fundamental particulars about dash planning:

  • Who attends the dash planning ceremony? The dash workforce, product proprietor, scrum grasp, and product supervisor (if that position is separate)
  • Who runs the dash planning assembly? A scrum grasp or product proprietor
  • How lengthy is a dash planning session? 30–60 minutes
  • How typically ought to dash planning happen? The length relies on the dash size
  • Do it’s essential to set a dash aim? It’s not essential to have a dash aim, however it may be helpful that can assist you determine what to take off the backlog. This can be a approach to focus the workforce on backlog gadgets which can be associated to one another and align to create a bigger consequence

Past that, begin on the prime with the highest-priority, absolutely groomed gadgets and work your approach down, assigning duties to particular builders as you go and stopping when the workforce is full.

You probably have accomplished an estimation of duties in grooming previous to dash planning (which I like to recommend), the dash planning may be as brief as half-hour.

What does profitable backlog grooming appear to be?

A backlog grooming session is profitable when:

  • Dash planning is profitable
  • You make progress on all your epics
  • You perceive the place you might be relative to impending deadlines

Backlog grooming is the place you stability the work of the workforce to ensure you’re transferring ahead in your higher-level objectives, no matter these are.

Generally, which means hitting deadlines. Generally, it’s essential to ensure you aren’t utterly targeted on one or two epics on the expense of others. Generally, it means working towards a selected companywide OKR or strategic goal.

Let’s assessment the essential particulars round backlog refinement conferences. Many of those parts are much less cut-and-dry than these related to dash planning and can fluctuate extra from workforce to workforce.

Who attends a backlog grooming assembly?

The checklist of attendees at a backlog grooming assembly isn’t as set in stone as with dash planning. Nevertheless, just like the dash planning ceremony, the product proprietor, product supervisor (if that’s separate), and the scrum grasp should attend.

From the event workforce, you might embrace all builders or simply the tech lead(s). You probably have high quality assurance, once more, this may imply everybody attends or simply the leads. You may additionally embrace different stakeholders, equivalent to design, person analysis, advertising, and buyer success, as optionally available attendees.

Who runs a backlog grooming session?

This will fluctuate relying on the opposite conferences within the lifecycle of an epic, however the product supervisor is probably to run the backlog grooming assembly. In any other case, the product proprietor ought to run it.

What’s on a backlog grooming assembly agenda?

There are 100 methods to run a backlog grooming assembly. Hold your eye on the result you need, which is to get sufficient tickets “prepared” for the dash — the place “prepared” means to the purpose the place the dev workforce signifies that they perceive what must be accomplished.

Beginning factors are useful, so let me share what I do when planning a backlog grooming assembly.

I put together for the assembly earlier within the day by going by the backlog and deciding what we should always discuss (I tag this with “groom”). There’s an artwork to this and you might expertise a studying curve whenever you plan your first few classes, however you will see your groove, I promise!

I take notes proper within the tickets, pull the groom tag off, and mark it prepared for dash (we use a precedence flag for this). Generally, you uncover that extra investigation is required (both by the dev or PM), and that’s OK. The duty is then assigned to whoever must do it. It gained’t get a precedence tag till that individual has accomplished that further work.

How typically ought to backlog grooming happen?

The frequency with which you maintain backlog grooming classes relies on a number of elements. First, how lengthy is your dash? The cadence of your grooming assembly shall be no extra typically than that of dash planning. You probably have a two-week dash, for instance, backlog refinement ought to happen each two weeks on the most, or weekly when you have one-week sprints, and so forth.

That mentioned, you positively don’t must groom your backlog that regularly. You would double the dash tempo and have an extended assembly, which may be simpler. The frequency can even rely on the general lifecycle of your options or epics. You probably have separate conferences to maneuver them ahead, grooming shall be sooner for these options.

My suggestion is to keep away from getting caught on what different folks do; don’t routinely assume they know greater than you do. Each workforce I’ve been on has completely different wants relying on the house they’re in, how the scrum groups are organized (jobs to be accomplished, targeted on the tech stack, and so on.), and what’s being dictated from above.

That mentioned, in my expertise, a typical one-week dash is structured as follows:

  1. A product workforce assembly each month the place we determine what’s greenlit for the product workforce to start out specifying (90 minutes)
  2. When a characteristic is giant sufficient, a weekly assembly with all of the stakeholders to specify the characteristic (1 hour)
  3. When the characteristic is specified to the purpose the place I’m prepared to put in writing tickets for it, the gadgets go within the backlog
  4. Backlog grooming conferences for every workforce each different week (1 hour)
  5. Weekly dash planning (normally half-hour lengthy; scheduled for 1 hour to be protected)

Are backlog grooming and dash planning redundant?

Backlog grooming and dash planning are each critically vital to transferring the workforce ahead and assembly your corporation and buyer objectives — they usually’re additionally critically linked. These classes can typically really feel redundant since you’re trying on the similar tickets in every assembly, however they’re very completely different and equally vital.

Backlog Grooming Vs. Sprint Planning

A part of any course of is knowing that not everybody on the workforce utterly understands the method, which suggests you might get complaints about too many conferences. Take heed to them, however don’t overreact. Should you’re diligent in your grooming and planning conferences, your workforce shall be delivering and that’s what everybody cares probably the most about in the long run.

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