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Backlog Grooming Strategies

A well-groomed backlog makes planning smooth. GitScrum provides backlog management tools to keep work items organized and ready.

Backlog Health

Signs of Unhealthy Backlog

BACKLOG HEALTH CHECK:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ UNHEALTHY BACKLOG:                                          │
│ ──────────────────                                          │
│ ❌ 500+ items (nobody knows what's there)                  │
│ ❌ Oldest items from 2+ years ago                          │
│ ❌ Vague items ("Improve performance")                     │
│ ❌ No estimates on upcoming items                          │
│ ❌ No clear priority order                                 │
│ ❌ Duplicate items                                          │
│ ❌ Items no longer relevant                                │
│ ❌ Top items not ready for sprint                          │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ HEALTHY BACKLOG:                                            │
│ ────────────────                                            │
│ ✅ Manageable size (50-100 items)                          │
│ ✅ Clear priority order                                    │
│ ✅ Top 2-3 sprints refined and estimated                  │
│ ✅ Each item has clear acceptance criteria                │
│ ✅ No duplicates                                           │
│ ✅ Regular cleanup of stale items                          │
│ ✅ Stories small enough for a sprint                       │
│ ✅ Team understands top items                              │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ BACKLOG STRUCTURE:                                          │
│                                                             │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ PRIORITY 1-10: REFINED (Next 2 sprints)                ││
│ │ ───────────────────────────────────────                ││
│ │ • Estimated                                            ││
│ │ • Acceptance criteria done                             ││
│ │ • Team understands                                     ││
│ │ • Ready to pull                                        ││
│ ├─────────────────────────────────────────────────────────┤│
│ │ PRIORITY 11-30: PARTIALLY REFINED (Coming soon)        ││
│ │ ─────────────────────────────────────────────          ││
│ │ • General understanding                                ││
│ │ • Needs final refinement                               ││
│ │ • Will be refined in next 1-2 weeks                   ││
│ ├─────────────────────────────────────────────────────────┤│
│ │ PRIORITY 31+: IDEAS/FUTURE                             ││
│ │ ──────────────────────────                             ││
│ │ • Rough ideas                                          ││
│ │ • Not yet refined                                      ││
│ │ • Review periodically                                  ││
│ │ • Delete if stale                                      ││
│ └─────────────────────────────────────────────────────────┘│
└─────────────────────────────────────────────────────────────┘

Grooming Activities

Regular Maintenance

BACKLOG GROOMING ACTIVITIES:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ WEEKLY REFINEMENT (with team):                             │
│ ───────────────────────────────                             │
│ • Review upcoming stories                                 │
│ • Clarify requirements                                    │
│ • Write acceptance criteria                               │
│ • Estimate effort                                          │
│ • Split large stories                                     │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ PO ONGOING (async):                                         │
│ ────────────────────                                        │
│ • Add new items as they arise                             │
│ • Prioritize/reorder                                       │
│ • Write initial descriptions                              │
│ • Prepare for refinement                                  │
│ • Gather context/designs                                  │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ MONTHLY CLEANUP:                                            │
│ ─────────────────                                           │
│ • Review bottom of backlog                                │
│ • Delete stale items                                       │
│ • Archive "won't do" items                                │
│ • Consolidate duplicates                                  │
│ • Verify priorities still valid                           │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ QUARTERLY REVIEW:                                           │
│ ──────────────────                                          │
│ • Align backlog with roadmap                              │
│ • Major re-prioritization                                 │
│ • Check if epics are on track                            │
│ • Review completed vs planned                             │
└─────────────────────────────────────────────────────────────┘

Story Splitting

BREAKING DOWN STORIES:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ WHY SPLIT:                                                  │
│ ──────────                                                  │
│ • Stories should fit in a sprint                          │
│ • Smaller = less risk, faster feedback                    │
│ • Easier to estimate accurately                           │
│                                                             │
│ RULE OF THUMB:                                              │
│ If estimate > 8 points, consider splitting               │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ SPLITTING STRATEGIES:                                       │
│                                                             │
│ BY WORKFLOW:                                                │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ ORIGINAL: User management                              ││
│ │                                                         ││
│ │ SPLIT:                                                   ││
│ │ 1. Create user                                         ││
│ │ 2. View user list                                      ││
│ │ 3. Edit user                                           ││
│ │ 4. Delete user                                         ││
│ │ 5. User roles/permissions                              ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ BY USER TYPE:                                               │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ ORIGINAL: Dashboard                                    ││
│ │                                                         ││
│ │ SPLIT:                                                   ││
│ │ 1. Admin dashboard                                     ││
│ │ 2. Manager dashboard                                   ││
│ │ 3. User dashboard                                      ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ BY HAPPY PATH + EDGE CASES:                                │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ ORIGINAL: Payment processing                           ││
│ │                                                         ││
│ │ SPLIT:                                                   ││
│ │ 1. Successful credit card payment (happy path)        ││
│ │ 2. Payment failure handling                           ││
│ │ 3. Retry logic                                         ││
│ │ 4. Refund processing                                   ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ EACH SPLIT SHOULD:                                          │
│ • Deliver value independently                             │
│ • Be testable on its own                                  │
│ • Be completable in one sprint                            │
└─────────────────────────────────────────────────────────────┘

Prioritization

Ordering the Backlog

PRIORITIZATION PROCESS:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ PRIORITIZATION FACTORS:                                     │
│                                                             │
│ 1. BUSINESS VALUE                                          │
│    How much does this help users/business?                │
│    Revenue impact, user satisfaction, strategic value     │
│                                                             │
│ 2. URGENCY                                                  │
│    How time-sensitive is this?                            │
│    Deadlines, dependencies, market timing                 │
│                                                             │
│ 3. EFFORT                                                   │
│    How much work is this?                                 │
│    High-value low-effort = quick wins                     │
│                                                             │
│ 4. RISK                                                     │
│    What's the risk of not doing this?                    │
│    What's the risk of doing this?                        │
│                                                             │
│ 5. DEPENDENCIES                                             │
│    What must come before this?                            │
│    What's blocked by this?                               │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ WEIGHTED SHORTEST JOB FIRST (WSJF):                        │
│                                                             │
│ WSJF = (Business Value + Time Criticality + Risk) / Effort │
│                                                             │
│ ┌───────────────────────────────────────────────────────┐  │
│ │ STORY        VALUE  URGENCY  RISK   EFFORT   WSJF    │  │
│ │ ─────        ─────  ───────  ────   ──────   ────    │  │
│ │ Login bug      9      10       8      2      13.5 ★ │  │
│ │ New report     7       5       3      8       1.9   │  │
│ │ Search fix     8       6       5      3       6.3   │  │
│ │ Dashboard      6       4       2      13      0.9   │  │
│ └───────────────────────────────────────────────────────┘  │
│                                                             │
│ Higher WSJF = Higher priority                             │
└─────────────────────────────────────────────────────────────┘

Cleanup

Managing Backlog Size

BACKLOG CLEANUP:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ THE PROBLEM:                                                │
│ Backlogs grow forever if not pruned                       │
│ Old items become irrelevant but never removed             │
│                                                             │
│ CLEANUP RULES:                                              │
│                                                             │
│ DELETE IF:                                                  │
│ ☐ No activity in 6+ months                                │
│ ☐ No one remembers why it was added                       │
│ ☐ Problem it solves no longer exists                      │
│ ☐ Duplicate of another item                               │
│ ☐ Superseded by other work                                │
│                                                             │
│ ARCHIVE (NOT DELETE) IF:                                    │
│ ☐ Good idea but not prioritized                           │
│ ☐ May be relevant in future                               │
│ ☐ Rejected by stakeholders for now                        │
│                                                             │
│ ─────────────────────────────────────────────────────────── │
│                                                             │
│ CLEANUP SESSION (Monthly):                                  │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ BACKLOG CLEANUP: January Review                        ││
│ │                                                         ││
│ │ BEFORE: 287 items                                      ││
│ │                                                         ││
│ │ REVIEWED:                                                ││
│ │ • Bottom 50 items (oldest/lowest priority)            ││
│ │                                                         ││
│ │ DECISIONS:                                               ││
│ │ • Deleted: 12 (stale, irrelevant)                     ││
│ │ • Archived: 8 (good ideas, not now)                   ││
│ │ • Merged: 5 into existing items                       ││
│ │ • Keep: 25 (still valid)                               ││
│ │                                                         ││
│ │ AFTER: 262 items                                        ││
│ │                                                         ││
│ │ NOTE: Focus on quality over quantity                   ││
│ │ A smaller, healthier backlog is better                ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ "If it's been in the backlog for a year                   │
│ and we haven't done it, do we really need it?"            │
└─────────────────────────────────────────────────────────────┘