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Backlog Prioritization Techniques
Common Agile Approaches to Prioritization of User Stories or Epics
Tom Taylor, Scrum Master & Pega Agilist
Scrum does not prescribe a specific method for prioritization
- But the PO is responsible for the prioritization of the Product Backlog
- In Scrum, a Sprint Backlog does not need to be prioritized as the Development Team commits to
delivering all of the User Stories. However, it is common for teams to maintain prioritization from
the Product Backlog
Prioritization techniques covered include:
- Risk-Value
- Weighted Shortest Job First (WSJF)
Backlog Prioritization
While it’s easy to see that Feature 2 is the top-ranked item and Feature 6 is the lowest, note that:
- Stakeholder 2 sees all features as equally important
- Stakeholder 4 cares exclusively about the least prioritized feature
- Features 3 & 7 are tied at 37 points – additional discussion needed. Same for 1 and 4
MoSCoW – Point Value Example
Stakeholder
1
Stakeholder
2
Stakeholder
3
Stakeholder
4
Stakeholder
5
Total
Feature 1
7 10 7 3 7 34
Feature 2
10 10 10 3 10 43
Feature 3
10 10 10 0 7 37
Feature 4
10 10 7 3 3 34
Feature 5
7 10 7 0 7 31
Feature 6
3 10 0 10 0 23
Feature 7
7 10 10 3 7 37
M 10
S 7
C 3
W 0
Scale
Approach
- A side-by-side assessment of 2 features at a time
- Like an eye exam asking “which is clearer - A or B?”, determine if A or B is the higher priority
- Also known as Force-Ranking or “Bubble Sorting”
Guidelines
- A quick, effective tool that can be used in teams, with internal stakeholders, or even customers
- Always start at the top of the list, only comparing 2 items at a time
- Forces collaboration – requires good communication and negotiation
- A facilitator can be useful
20/20 Technique
Approach
- Each feature is evaluated on its potential value, along with the perceived risk associated with
delivery
- In Scrum, attempt to start with high risk, high value first
- Or, alternatively consider delivering high value, low risk items for “quick wins”
- High risk, but low value items should be tabled or not considered part of MVP
Common Types of Project Risk
- Schedule Risk: “We may not be able to complete this feature in time”
- Cost Risk: “This feature may cost more than we expect”
- Functionality (Business) Risk: “This workflow may be all wrong”
- Technical Risk: “This may not perform at the level we need it to”
Risk / Value Technique
Risk/Value - Matrix
8
Adopted from: Agile Estimating & Planning by Mike Cohn
Backlog Prioritization Techniques
Risk
Value
High Risk
Low Value
High Risk
High Value
Low Risk
Low Value
Low Risk
High Value
Low High
Low
High
- Must-Have
- Must-Have
- Should-Have
- Should-Have
- Could-Have
- Won’t-Have
Note that MoSCoW
Priorization can be
applied to the
Risk/Value approache as
well.
Business Value
- Revenue Growth
- Business Strategy
- Cost-Savings
- Customer Satisfaction
WSJF – Category Factors
Time Criticality
- Financial Targets
- Conferences
- Integration
- Acquisitions
- System Retirement
- Analyst Assessments
Risk Reduction/ Opportunity Enabler
- Market Penetration
- Speed, Quality, Delivery
- Architectural/Infrastructural
Investment
- Scalability
- Exploration
- Partnerships
WSJF - Formula
WSJF is the Cost of Delay divided by Job Size
- Each feature is assessed on a relative scale by the categories
- Start with the least-ranked feature and give it the lowest number
- Progress upwards through a single category before moving to the next one
- For Job Size, consult with team representatives
Cost of Delay
(Business Value + Time Criticality + RROE)
Job Size
- Starting with Business Value, the least important
item is ranked as a 1. The next important
feature is given a 2, and so on
- Comparative ranking proceeds to Time
Criticality, working again from low to high
- Ranking continues to Risk
Reduction/Opportunity Enablement
- Cost of Delay is the total of columns A, B and C
- Job Size, like the other factors, is ranked
comparatively – with team representation
- Risk adds +2 points for Mobile Application
- WSJF Rank is Cost of Delay is divided by the Job
Size
WSJF – Ranking Example continued
Feature A) Business
Value
B) Time
Criticality
C) RROE D) Cost
of Delay
(A+B+C)
E) Job
Size
WSJF
Score
(D/E)
New
Quickstart 3 1 1 5 1 5
DevOps
Investment 1 2 2 5 2 2.
Mobile
Application 3 3 3 9 5 1.
Per the example, the New Quickstart should be the highest prioritized item, followed by DevOps.
If Mobile Application is seen as a priority, then explore ways to mitigate the risks, lowering Job Size
Do’s
- Increase the weighting for uncertainty
- Keep focus on a single category at a time
- Involve representation from the team for Job Size estimate
- Retrospect on the rankings after delivery
Don’ts
× Assume actuals (# stories, point totals) for Job Size
× Think of Job Size in time units, think of complexity instead
× Be inflexible about the features. Like User Stories, ask if they can be split
WSJF – Do’s and Don’ts