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Backlog Refinement Template

Refinement done right makes Sprint Planning smooth and predictable. Use this guide to write great user stories, estimate confidently, and keep your backlog healthy.

1โ€“2 hrs
Per week recommended
Mid-Sprint
Best time to run it
2 Sprints
Backlog horizon to keep ready
10%
Max Sprint capacity for refinement
1

Writing Great User Stories

User Story Formula

"As a [type of user], I want [to perform an action / achieve a goal], so that [I receive this benefit or value]."
โœ… "As a returning customer, I want my cart to be saved when I close the browser, so that I can continue shopping later without losing my selections."
โŒ "As a user, I want the cart to work better." โ€” Too vague, not testable, no clear benefit.

Acceptance Criteria Template (Gherkin Format)

GIVEN [starting context or precondition]
WHEN [the user performs this action]
THEN [this is the expected result]

GIVEN I am a logged-in user on the checkout page
WHEN I click "Save Cart" and close the browser
THEN my cart items are still present when I return within 30 days
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INVEST Criteria โ€” Is the Story Ready?

CriterionWhat it meansRefinement check question
IIndependentCan be developed and delivered without requiring other stories to be done first"Does this story depend on another unfinished story? Can we reorder or split it?"
NNegotiableDetails and implementation can change โ€” only the user value is fixed"Are we locked into a specific technical approach, or can the team find the best solution?"
VValuableDelivers clear, meaningful value to a user or the business โ€” not just technical work"Who benefits from this? What changes for the user when this is done?"
EEstimableThe team has enough information to estimate the effort involved"Do developers feel confident estimating this? If not, what information is missing?"
SSmallCan be completed within a single Sprint โ€” if not, it needs to be split"Could this fit in one Sprint? If a developer started Monday, would it be Done by Friday?"
TTestableHas clear acceptance criteria that can be verified โ€” someone can test whether it is done"How will we know this is done? Can QA write a test case against these criteria right now?"
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Story Point Estimation โ€” Planning Poker

Planning Poker uses the Fibonacci sequence for relative estimation. Each developer picks a card privately, then all reveal simultaneously to prevent anchoring bias. When estimates differ widely, discuss and re-estimate.

ยฝ
Trivial
1
Very Small
2
Small
3
Medium
5
Medium-Large
8
Large
13
Very Large
?
Too Vague

โšก

If a story is estimated at 13 or more points โ€” it is too large for a Sprint. Split it into smaller stories before it can enter Sprint Planning. A story estimated with "?" means the team needs more information from the PO before estimating.

4

Refinement Session Agenda

60โ€“90 min session
TimeActivityOwnerOutput
0:00โ€“0:05Review previous refinement actions
Check if any stories from last session have been clarified or updated based on feedback.
Scrum MasterConfirmed status of pending items
0:05โ€“0:15PO presents priorities
PO walks through the top 5โ€“8 upcoming stories and explains the business context and value of each.
Product OwnerTeam understands the WHY
0:15โ€“0:50Story-by-story refinement
For each story: PO reads it, team asks questions, acceptance criteria are agreed, team estimates using Planning Poker.
Team + POEstimated, refined stories
0:50โ€“1:05Story splitting (if needed)
Stories that are too large (>8 points) or unclear are split into smaller, Sprint-sized stories.
PO + DevelopersSmaller, sprint-ready stories
1:05โ€“1:15DoR check
Apply the Definition of Ready checklist. Only stories meeting DoR are marked ready for Sprint Planning.
Scrum MasterReady stories clearly marked
5

Definition of Ready Checklist

Apply to every story
Written in user story format. "As a [user], I want [goal] so that [benefit]." Technical tasks have a clear description of what needs to be done and why.
Acceptance criteria are written and agreed. At least 2โ€“3 testable acceptance criteria exist and have been reviewed by the team and PO together.
Story is estimated. The Development Team has estimated the story using Planning Poker or an equivalent relative sizing method.
Story fits in one Sprint. No story estimated above 8 points should enter Sprint Planning without being split into smaller pieces.
Dependencies identified. Any dependencies on other stories, teams, or external systems are documented and are either resolved or have a clear plan.
UI/UX designs available (if required). If the story has a visual component, design mockups or wireframes are available for developers to reference.
Team has no blocking questions. All developer questions from refinement have been answered. The team feels confident they understand what to build.
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Common Refinement Mistakes

โŒ Poor Refinement Habits

  • PO writes stories alone without developer input
  • Acceptance criteria written after development starts
  • Stories estimated without discussion โ€” just averages
  • 13-point stories pulled into Sprint Planning unchanged
  • Refinement skipped when team is "too busy"
  • Only the PO attends โ€” developers absent
  • Same stories discussed in every refinement with no progress

โœ… Signs of Healthy Refinement

  • Sprint Planning takes less than 90 minutes because stories are ready
  • Developers rarely ask "what does this mean?" during a Sprint
  • Stories rarely roll over to the next Sprint due to surprises
  • Acceptance criteria are specific and testable
  • The top 2 Sprints of backlog are always refined
  • Team velocity is more predictable Sprint over Sprint
  • Developers contribute to story writing โ€” not just PO
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