Backlog Refinement With Stakeholders at Odds

Ideally, backlog refinement should be handled primarily by the product owner with input from the tech lead. The product owner is taking direction from the business on prioritization, and the scrum master simply makes sure refinement takes place. What do you do though when stakeholders aren't in alignment on on the priorities? Here are a few steps I take when this comes up.

First, I ensure there's clarity in the backlog items. We need to have well-defined user stories complete with scope and definition of ready clearly outlined. Business value, effort, and dependencies should be plainly stated. 

Second, I facilitate a stakeholder discussion based on these backlog items, focusing on organizational goals and not personal preference. This means I need to frame it in terms of return on investment (ROI), risk, and dependencies. Once this is understood by all, we can move on to actual prioritization. 

Third, I use a prioritization framework to draw out the relative importance of the items under discussion. My personal preference is for MoSCoW (Must Have, Should Have, Could Have, Won’t Have), although you might go with WSJF (Weighted Shortest Job First), or use a scoring matrix. I make certain as well to highlight downstream dependencies that could lead to us blocking other teams if certain work isn't done on time. 

When all else fails, as a last resort I would escalate the issue to leadership. Fortunately this is not something I have ever had to do as a project manager, but it's a necessary step if the team can't find consensus after carefully reviewing priorities and dependencies. I would prepare a clear summary of options, opportunities, and impact. In this I would be careful to remove my preferences or those of any other from the equation, and focus with leadership on the evidence at hand. 

In a perfect world we could find consensus easily, but people bring their biases, legitimate concerns, and simply their personalities to the table. It's unavoidable. If we respond with careful analysis and a transparent process of evaluation, sincere professionals can certainly find alignment. 

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