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About this lesson
There is an art to creating effective story cards. In this lesson, an Agile project team member will learn the best practices for writing story cards.
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Quick reference
Writing Story Cards
The Product Owner writes the story cards, which document the requested scope of an Agile/Scrum project.
When to Use Writing Story Cards
Story Cards are written by the Product Owner during or after meetings with Stakeholders. They are normally written before Sprint planning starts. However, additional stories can be identified at any time during the project and added to the project backlog.
Instructions
- The Product Owner is responsible for completing four portions of the Story Card and may add to a fifth:
- Story – This is the description of the element of project scope, often written in the form of a user action or “story.” The emphasis is on the result, not how the story is implemented. The recommended format is:
- “As a … (customer, user, manager, etc.),
- I want to … (action, activity, etc.),
- in order to …. (impact or result).”
- Demo Criteria – This is the quality control portion of the Story Card which clarifies the end point. This is sometimes referred to as the “Definition of Done.” This will also guide the actions and decisions during the Sprint Demo meeting. The recommended format is:
- “Given … (context),
- when this happens …. (event),
- then this occurs …. (result).”
- Category – This is to provide a sense of importance to that Story Card in the overall project. It may be low priority for a given Sprint but a “must” for the overall project. The categories are normally set in one of two ways (they are equally effective in my opinion)
- MoSCoW – Must have, Should have, Could have, Won’t have
- MuSCoWa – Must have, Should have, Could have, Want to have
- Priority – Established in the overall Product Backlog, often revised when a Story Card is added to a Sprint Backlog and then prioritized for that Sprint.
- Notes: Provide explanatory notes to aid the Scrum Team. Even though the Product Owner believes that everything is written clearly, the Scrum Team will likely have some questions. Document the questions and answers in this section.
- Story – This is the description of the element of project scope, often written in the form of a user action or “story.” The emphasis is on the result, not how the story is implemented. The recommended format is:
- All external impact Story Cards are written by the Product Owner – not the Scrum Team. The Scrum Team may add infrastructure stories during Sprint Planning. These are usually written by the Scrum Team or the Scrum Master based upon input from the Scrum Team.
- Stories can be added to the Product Backlog at any time during the project. However, they cannot be added to a Sprint Backlog after the Sprint has started; except to put them in the “Not Selected” column on the Scrum Board.
Hints and Tips
- The format of the Story Card is not important, what is important is the content. If your organization uses a different template, go with it.
- 00:00 Hi, this is Ray Sheen.
- 00:05 We've already described the elements of a story card and discussed its importance.
- 00:10 I would now like to focus on what the product owner
- 00:13 should include when they write a story card.
- 00:16 >> My emphasis in this session is on the product owner and
- 00:18 what they are doing with story cards.
- 00:21 The Product Owner is responsible for completing four areas of the story card,
- 00:25 the story, demo criteria, category, and priority.
- 00:29 These should be completed as part of general project planning and
- 00:33 prior to a specific sprint plan.
- 00:34 The Product Owner can modify and revise these at any time,
- 00:38 up until the story card is selected for a sprint.
- 00:41 Once it's part of a sprint,
- 00:42 the Product Owner cannot revise these without the agreement of a scrum team.
- 00:46 And just to be clear,
- 00:47 the Product Owner does not estimate the amount of effort to complete the story.
- 00:52 Only the scrum team members can do that.
- 00:54 An agile scrum project does not have a project manager,
- 00:57 instead that role is split among the scrum master, a product owner, and team members.
- 01:02 The Product Owner is the one who interacts with stakeholders.
- 01:05 The stakeholders are normally the individuals that identify the need for
- 01:09 the story.
- 01:10 However, the actual information on the story card is the responsibility of
- 01:13 the Product Owner.
- 01:15 They will be the ones to explain the story to the scrum team.
- 01:18 The Product Owner needs to be certain that the story is clear and
- 01:21 the demo criteria makes sense.
- 01:23 Even though a story card is crystal clear,
- 01:26 the scrum team members will still have questions.
- 01:29 That's the reason for the note section on the story card.
- 01:31 Capture the questions and the answers in the notes section.
- 01:35 This section is used by the scrum team for clarification.
- 01:38 The Product Owner is often providing the answers to many of the questions and
- 01:41 comments in the notes section.
- 01:44 So let's get down to the actual writing.
- 01:47 First, let me remind you that it's called a story card for a reason.
- 01:51 Although it documents a project requirement, it's not a stale,
- 01:54 dry statement often found in standards and requirements documents.
- 01:58 They're almost unintelligible.
- 02:00 It's a story about what the customer or user wants to do.
- 02:05 The story portion of the card is often written in terms of the outcome or result.
- 02:09 I recommend the format as a customer, manager, user, whatever role.
- 02:14 I want to, the action or activity that the product must perform.
- 02:18 In order to, the impact or result of completing the action or activity.
- 02:23 Essentially, the reason why the customer, manager, or
- 02:26 user is trying to do the activity.
- 02:28 This part of the story card describes what the product should do.
- 02:33 The demo criteria defines how we check that the product is able to perform
- 02:38 the story.
- 02:38 Again, this section is sometimes called the definition of done.
- 02:43 I like to use this format when writing demo criteria.
- 02:46 Given, the context or setup of the demo, when this happens the event or
- 02:51 activity that the user or customer will be following then this occurs.
- 02:56 The result that can be observed or
- 02:58 measured that indicates that the product is doing what it should be doing.
- 03:02 The category section can be used in several different ways, but
- 03:06 it's commonly used to provide some focus on the inherent value of the story.
- 03:11 There are two acronyms that are used to categorize stories.
- 03:14 In my opinion, they're both equally acceptable to use.
- 03:17 I just prefer using one at the sprint level and one at the project level.
- 03:21 MoSCoW stands for must have, should have, could have, and won't have.
- 03:27 This acronym makes more sense at the sprint level.
- 03:30 When a story is not part of a sprint backlog, therefore it's a won't have,
- 03:34 but it is part of the product backlog.
- 03:37 The other acronym is MuSCoWa, which stands for must have,
- 03:41 should have, could have, and want to have.
- 03:44 This works well for the product backlog at the entire project level. As you can
- 03:45 see, the only difference is the final W.
- 03:46 I realized that at the project level there isn't much
- 03:51 difference between could have and want to have.
- 03:56 However, it doesn't make sense to have a story at the project level that is
- 04:00 categorized as won't have.
- 04:02 If you won't have it, it shouldn't be in the backlog.
- 04:05 The final element to mention is priority.
- 04:07 The one comment I want to make is that every story is first prioritized within
- 04:12 the product backlog.
- 04:13 Once the sprint starts,
- 04:14 the stories of the sprint are reprioritized per that sprint backlog.
- 04:19 The priorities may change between these two depending upon the focus of a sprint
- 04:23 or a release.
- 04:25 Let's look at a few examples.
- 04:27 In this project we are creating a business intelligence dashboard for
- 04:30 an IT organization.
- 04:32 Let's look at the first story.
- 04:34 As a user, I want to view system status in order to know if a system is down.
- 04:39 The story follows our format and it's clear the result that we want to achieve.
- 04:44 The demo criteria is when viewing the system status screen,
- 04:48 when a system goes down, its color turns red.
- 04:51 Notice, it's not describing what the user will do about it,
- 04:55 just what the system does.
- 04:57 The category is a must have.
- 04:59 If we want to have a dashboard for our IT system,
- 05:02 we clearly want to know which systems are up and which ones are down.
- 05:06 Let's look at the next story.
- 05:07 In this case, a manager has a need.
- 05:10 As a manager, I want status updated every second in order to identify trends.
- 05:17 Notice that in this case the manager is not describing the screens or
- 05:21 any other indication, but focusing on the activity and its frequency.
- 05:26 The demo criteria is when viewing any screen if a system status changes,
- 05:31 the color changes within a second.
- 05:34 Note that the demo criteria is focused on status change.
- 05:37 So a system that was offline comes online,
- 05:40 the online status needs to update within one second.
- 05:44 In this story it was categorized as a should have.
- 05:47 This indicates that there's a little wiggle room.
- 05:49 If the scrum team came back and said that they could not get it within one second,
- 05:53 but could get it within two seconds,
- 05:55 the Product Owner would probably agree to the change.
- 05:58 And finally, once the entire backlog is collected, the priorities can be set.
- 06:03 In this case, the must have is number one and the should have story is number two.
- 06:08 >> Writing story cards is harder than it looks.
- 06:11 In order to clearly communicate what should happen and how it will be checked,
- 06:15 the Product Owner is forced to think through the requirements and
- 06:19 its implications.
- 06:20 Well written stories help the scrum team deliver a product that
- 06:25 meets the stakeholders needs and expectations.
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