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Backlog Refinement

A recurring collaborative session where the Product Owner and development team review, clarify, estimate, and prioritise Product Backlog items. Refinement ensures the top of the backlog is always well-understood and 'Ready' — small enough, clear enough, and estimated — before Sprint Planning.

Duración
1h–2h
Tamaño del grupo
3–9 people
Materiales
Product Backlog (digital or physical), Story cards or sticky notes, Planning Poker cards (optional)

Cómo ejecutarlo

  1. 1

    Product Owner presents upcoming backlog items in priority order.

  2. 2

    The team asks clarifying questions until the acceptance criteria are clear and unambiguous.

  3. 3

    Break large items (Epics) into smaller user stories that can be completed within one Sprint.

  4. 4

    Estimate each item using Planning Poker, T-Shirt Sizing, or story points.

  5. 5

    Flag any dependencies, risks, or assumptions that need resolution before the item can be worked on.

  6. 6

    Apply the Definition of Ready: only items meeting the DoR threshold get moved to the 'Ready' column.

  7. 7

    Stop when the top 2 Sprints of backlog are refined — don't over-refine.

Consejos

  • Keep refinement to 10% of team capacity (roughly 4h per 2-week Sprint).

  • Don't refine more than 2-3 Sprints ahead — requirements change.

  • If a story triggers more than 15 minutes of discussion, it needs splitting.

  • The Product Owner should come prepared — vague stories waste the whole team's time.

Variaciones

Three Amigos: a developer, tester, and Product Owner meet briefly for each story before refinement to pre-align on scope. Async refinement: team comments on stories asynchronously in Jira/Linear before the live session.

Casos de uso

Scrum teamsSprint preparationBacklog managementAgile estimation

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Method descriptions on Workshop Weaver are original content written by our team, based on established facilitation practices. This method was inspired by work from Scrum Guide.

Backlog Refinement — Facilitation Method | Workshop Weaver