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Workflow

Backlog Refinement & Handoff

Refined stories handed over with the why, not just the what

About this workflow

Walking specified work with the delivery team until it is genuinely buildable — stories questioned, split and estimated in refinement, the ambiguities and dependencies that surface either resolved or named as blocking, and a handoff that carries the problem, the metric and the hard parts across. The work runs from a prep sheet of the questions the team will ask, through the session itself and a record of what it decided, to a Handoff Pack with a brief and a walkthrough that ends in questions the team answers back.

Its purpose is to start the work with shared understanding rather than a document thrown over the wall. Readiness is treated as a guideline, not a gate: only an outside dependency or an unanswered question that changes what gets built holds a story back.

The recognizable task

Typical trigger
  • A Story Set is ready and the team needs to refine it before it is picked up
  • Work keeps stalling mid-build on questions nobody asked in refinement
  • A new team or a partner is about to start on work they didn’t help shape
What good looks like
  • Every story leaves refinement estimated, split or marked for another pass
  • Only real blockers block, each with the one thing that would clear it
  • The team can answer the walkthrough’s check-back questions in their own words