Agile product ownership for backlog management and sprint execution. Covers user story writing, acceptance criteria, sprint planning, and velocity tracking. Use
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Backlog management and sprint execution toolkit for product owners, including user story generation, acceptance criteria patterns, sprint planning, and velocity tracking.
Create INVEST-compliant user stories from requirements:
As a [persona],
I want to [action/capability],
So that [benefit/value].
Example:
As a marketing manager,
I want to export campaign reports to PDF,
So that I can share results with stakeholders who don't have system access.
| Type | Template | Example |
|---|---|---|
| Feature | As a [persona], I want to [action] so that [benefit] | As a user, I want to filter search results so that I find items faster |
| Improvement | As a [persona], I need [capability] to [goal] | As a user, I need faster page loads to complete tasks without frustration |
| Bug Fix | As a [persona], I expect [behavior] when [condition] | As a user, I expect my cart to persist when I refresh the page |
| Enabler | As a developer, I need to [technical task] to enable [capability] | As a developer, I need to implement caching to enable instant search |
| Persona | Typical Needs | Context |
|---|---|---|
| End User | Efficiency, simplicity, reliability | Daily feature usage |
| Administrator | Control, visibility, security | System management |
| Power User | Automation, customization, shortcuts | Expert workflows |
| New User | Guidance, learning, safety | Onboarding |
Write testable acceptance criteria using Given-When-Then format.
Given [precondition/context],
When [action/trigger],
Then [expected outcome].
Examples:
Given the user is logged in with valid credentials,
When they click the "Export" button,
Then a PDF download starts within 2 seconds.
Given the user has entered an invalid email format,
When they submit the registration form,
Then an inline error message displays "Please enter a valid email address."
Given the shopping cart contains items,
When the user refreshes the browser,
Then the cart contents remain unchanged.
Each story should include criteria for:
| Category | Example |
|---|---|
| Happy Path | Given valid input, When submitted, Then success message displayed |
| Validation | Should reject input when required field is empty |
| Error Handling | Must show user-friendly message when API fails |
| Performance | Should complete operation within 2 seconds |
| Accessibility | Must be navigable via keyboard only |
| Story Points | Minimum AC Count |
|---|---|
| 1-2 | 3-4 criteria |
| 3-5 | 4-6 criteria |
| 8 | 5-8 criteria |
| 13+ | Split the story |
See references/user-story-templates.md for complete template library.
Break epics into deliverable sprint-sized stories:
| Technique | When to Use | Example |
|---|---|---|
| By workflow step | Linear process | "Checkout" → "Add to cart" + "Enter payment" + "Confirm order" |
| By persona | Multiple user types | "Dashboard" → "Admin dashboard" + "User dashboard" |
| By data type | Multiple inputs | "Import" → "Import CSV" + "Import Excel" |
| By operation | CRUD functionality | "Manage users" → "Create" + "Edit" + "Delete" |
| Happy path first | Risk reduction | "Feature" → "Basic flow" + "Error handling" + "Edge cases" |
Epic: User Dashboard
Breakdown:
Epic: User Dashboard (34 points total)
├── US-001: View key metrics (5 pts) - End User
├── US-002: Customize layout (5 pts) - Power User
├── US-003: Export data to CSV (3 pts) - End User
├── US-004: Share with team (5 pts) - End User
├── US-005: Set up alerts (5 pts) - Power User
├── US-006: Filter by date range (3 pts) - End User
├── US-007: Admin overview (5 pts) - Admin
└── US-008: Enable caching (3 pts) - Enabler
Plan sprint capacity and select stories:
Sprint Capacity = Average Velocity × Availability Factor
Example:
Average Velocity: 30 points
Team availability: 90% (one member partially out)
Adjusted Capacity: 27 points
Committed: 23 points (85% of 27)
Stretch: 4 points (15% of 27)
| Scenario | Factor |
|---|---|
| Full sprint, no PTO | 1.0 |
| One team member out 50% | 0.9 |
| Holiday during sprint | 0.8 |
| Multiple members out | 0.7 |
Sprint Capacity: 27 points
Sprint Goal: [Clear, measurable objective]
COMMITTED (23 points):
[H] US-001: User dashboard (5 pts)
[H] US-002: Export feature (3 pts)
[H] US-003: Search filter (5 pts)
[M] US-004: Settings page (5 pts)
[M] US-005: Help tooltips (3 pts)
[L] US-006: Theme options (2 pts)
STRETCH (4 points):
[L] US-007: Sort options (2 pts)
[L] US-008: Print view (2 pts)
See references/sprint-planning-guide.md for complete planning procedures.
Prioritize backlog using value and effort assessment.
| Priority | Definition | Sprint Target |
|---|---|---|
| Critical | Blocking users, security, data loss | Immediate |
| High | Core functionality, key user needs | This sprint |
| Medium | Improvements, enhancements | Next 2-3 sprints |
| Low | Nice-to-have, minor improvements | Backlog |
| Factor | Weight | Questions |
|---|---|---|
| Business Value | 40% | Revenue impact? User demand? Strategic alignment? |
| User Impact | 30% | How many users? How frequently used? |
| Risk/Dependencies | 15% | Technical risk? External dependencies? |
| Effort | 15% | Size? Complexity? Uncertainty? |
Before adding to sprint, validate each story:
| Criterion | Question | Pass If... |
|---|---|---|
| Independent | Can this be developed without other uncommitted stories? | No blocking dependencies |
| Negotiable | Is the implementation flexible? | Multiple approaches possible |
| Valuable | Does this deliver user or business value? | Clear benefit in "so that" |
| Estimable | Can the team estimate this? | Understood well enough to size |
| Small | Can this complete in one sprint? | ≤8 story points |
| Testable | Can we verify this is done? | Clear acceptance criteria |
references/user-story-templates.md contains:
references/sprint-planning-guide.md contains:
# Generate stories from sample epic
python scripts/user_story_generator.py
# Plan sprint with capacity
python scripts/user_story_generator.py sprint 30
Generates:
USER STORY: USR-001
========================================
Title: View Key Metrics
Type: story
Priority: HIGH
Points: 5
Story:
As a End User, I want to view key metrics and KPIs
so that I can save time and work more efficiently
Acceptance Criteria:
1. Given user has access, When they view key metrics, Then the result is displayed
2. Should validate input before processing
3. Must show clear error message when action fails
4. Should complete within 2 seconds
5. Must be accessible via keyboard navigation
INVEST Checklist:
✓ Independent
✓ Negotiable
✓ Valuable
✓ Estimable
✓ Small
✓ Testable
Track sprint health and team performance.
| Metric | Formula | Target |
|---|---|---|
| Velocity | Points completed / sprint | Stable ±10% |
| Commitment Reliability | Completed / Committed | >85% |
| Scope Change | Points added or removed mid-sprint | <10% |
| Carryover | Points not completed | <15% |
Sprint 1: 25 points
Sprint 2: 28 points
Sprint 3: 30 points
Sprint 4: 32 points
Sprint 5: 29 points
------------------------
Average Velocity: 28.8 points
Trend: Stable
Planning: Commit to 24-26 points
Story is complete when:
project-management/scrum-master/) — Velocity data and sprint ceremonies complement backlog managementproduct-team/product-manager-toolkit/) — RICE prioritization feeds backlog ordering