Agile Refine Backlog

Table of Contents

When to use this skill

When the user asks to tidy, groom, or review the product backlog — not to plan a specific sprint (use sprint-planner for that) but to keep the backlog healthy: pruning stale captures, clarifying vague ones, moving items between next and deferred, or filing new ideas as they come up.

How to use this skill

  1. List both buckets to get a full picture before changing anything:

    ./projects/ores.compass/compass.sh list --type capture --sort path | grep next
    ./projects/ores.compass/compass.sh list --type capture --sort path | grep deferred
    

    Note the total count — next should stay manageable (≤ 20 is a useful heuristic). A crowded next bucket signals drift; a sparse one may mean work is being under-captured.

  2. Read each capture in the target bucket. For each one assess:
    • Validity — is the idea still relevant? If the work was done in a past sprint or the need has gone away, mark ABANDONED and commit.
    • Clarity — is the #+title and #+description specific enough that someone could act on it without back-channel context? If not, sharpen both in place.
    • Bucket fit — does this item belong in next/ (candidate for the next version) or deferred/ (longer-horizon)? Move by renaming the file path; the :ID: stays unchanged so existing links keep working.
    • Duplicates — if two captures describe the same idea, merge them: keep the richer one, absorb the other's notes, mark the absorbed one ABANDONED.
  3. File new captures as they surface during the review. Use the agile-product-owner skill's codegen step to scaffold each one:

    projects/ores.compass/compass.sh capture --note "<idea text>"
    
  4. Re-prioritise by moving files between next/ and deferred/:

    git mv doc/agile/product_backlog/next/<slug>.org \
           doc/agile/product_backlog/deferred/<slug>.org
    
  5. Commit the full sweep in one atomic commit per bucket (or one combined commit if the changes are small):

    git add doc/agile/product_backlog/
    git commit -m "[agile] Backlog refinement — next bucket housekeeping"
    

Recipes

Reference

  • Product backlog — the next/deferred structure and its invariants.
  • Capture — the document type contract.
  • Document types — full frontmatter contract for all types.
  • Agile product owner — atomic operations (file, promote, scaffold) this skill orchestrates.
  • Sprint planner — use instead when the goal is to select stories for a specific sprint.

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