When the story doesn’t fit

On a recent .NET consulting project in Kansas City, where we were doing software development and agile project management coaching, the team was struggling with sizing our user stories to fit our iterations.

Invariably during our projects we find that some of the user stories we came up with during the initial story workshop don’t really fit in the project development as written. Sometimes they are too large for the time allotted and/or have some high priority tasks and some not so high priority tasks. Other times we’ve learned so much about the project, the initial story doesn’t encompass all the facets it should. The question is what to do with these stories. Should the entire story be tasked out and carried over to the next iteration, should only the necessary tasks be focused on, and the story carried over, or should the story be broken down into smaller stories?

The answer, like a lot of answers when following an agile approach is; it depends. One can make an argument for any of the scenarios listed. Since I’m the kind of person that has a ‘I want to show progress on the burn down’ perspective, I prefer to break the story into smaller stories that ‘slice the cake’. (The stories aren’t all user interface or all back end processing. Rather they have some user interface, some middle tier logic and some back end processing.) What’s important is to capture the stories based on the current understanding, scope them in an appropriate size as much as possible so they don’t have to be broken down again later, and make sure that nothing falls through the cracks.

Once a story is broken into new stories the next thing to consider is how to forecast the new stories. Often times there is the desire to say that since the original story was forecast as a five points, and since we broke it into three new stories, one story that is three points, a second story that is one point, the remaining story must also be one point (5=3+1+1).  Don’t do this.  Another pitfall is for the team to say “When we started these stories would have all been threes, but since we have a better idea about what we’re doing, they all look like one’s now.” The key is to forecast each of the resulting stories independently and triangulate them against the existing stories for the project, making sure they are put in the right bucket.

The take away is to make sure the user stories reflect what you are doing in an iteration rather than trying to make the iteration fit the stories defined. If this means that some stories need to be removed and rewritten, do it. Just pay attention to the stories that are created to make sure they will fit in the future and that you don’t lose anything in the transition. Also remember that the forecasting for the stories follows the same triangulation used in the original story workshop.