Top 5 questions I am asked all the time. Part 3


Do We Need Refinement? A Scrum Trainer’s Perspective


One question I’m asked all the time is, “Do we need refinement?” The answer is a resounding yes. Refinement is not just a necessary part of the Scrum process; it’s a continuous, rolling, and cascading activity that ensures your team has a clear understanding of what’s coming up next. Let’s dive deeper into why refinement is essential and how you can effectively implement it in your Scrum practices.

The Importance of Refinement

Understanding What’s Next

In the world of Scrum, having a clear understanding of what’s coming up next is crucial. As you move further away from your immediate Sprint, the details may become more vague. This does not mean you have to be absolutely committed to these details, but you should have a roadmap that guides your team.

Accommodating Change

Change is inevitable in any project. However, understanding the opportunity cost of bringing in poorly thought-out work is vital. This is where refinement plays a pivotal role. By continuously refining your backlog, you can ensure that only well-thought-out, valuable work makes it into your Sprints.

Key Elements for Effective Refinement

To ensure your refinement process is effective, there are several key elements you need to have in place:

  • Business Strategy: A well-defined business strategy aligns your team’s efforts with the overall goals of the organization.
  • Product Vision: This provides a clear picture of what you are trying to achieve with your product.
  • Product Goal: A clear product goal gives your team a target to aim for and helps in prioritizing the backlog.

Refinement as a Rolling, Cascading Activity

Continuous Improvement

Refinement should be a continuous process. It’s not something you do once and forget about. Instead, it should be an ongoing activity that helps your team stay on track and adapt to changes effectively.

Cascading Effect

Refinement has a cascading effect on your project. As you refine your backlog, you gain more clarity on the immediate tasks while also preparing for future Sprints. This cascading effect ensures that your team is always prepared and can tackle upcoming challenges efficiently.

Personal Experiences and Advice

Learning from Experience

In my experience as a Scrum trainer, I’ve seen teams struggle with refinement when they don’t have a clear business strategy or product vision. For instance, one team I worked with had a backlog full of items, but they had no clear direction. By helping them define their product vision and goal, we were able to refine their backlog effectively, which significantly improved their productivity.

Recommendations for Effective Refinement

Based on my experiences, here are some recommendations to ensure your refinement process is effective:

  • Regular Refinement Sessions: Schedule regular refinement sessions to keep your backlog updated and relevant.
  • Involve the Right People: Make sure the right stakeholders are involved in the refinement process. This includes the Product Owner, Scrum Master, and team members.
  • Focus on Prioritization: Always prioritize your backlog items based on their value and alignment with your product goal.
  • Be Open to Change: Embrace change but be mindful of the opportunity cost. Ensure that any new items brought into the backlog are well-thought-out and add value.

Practical Tips for Successful Refinement

  • Use Visual Aids: Tools like whiteboards, sticky notes, or digital boards can help visualize the backlog and make refinement sessions more interactive.
  • Break Down Large Items: Split large backlog items into smaller, manageable tasks to make them easier to refine and implement.
  • Seek Feedback: Regularly seek feedback from your team and stakeholders to continuously improve your refinement process.


Refinement is an essential part of the Scrum process. It ensures that your team has a clear understanding of what’s coming up next and can adapt to changes effectively. By having a well-defined business strategy, product vision, and product goal, you can make your refinement process more efficient and impactful.

Remember, refinement is not a one-time activity but a continuous, rolling, and cascading process that helps your team stay aligned and focused on delivering value. So, embrace refinement, involve the right people, and prioritize effectively to ensure your Scrum practices are successful.

Key Takeaways

  • Refinement is a continuous and essential part of the Scrum process.
  • A clear business strategy, product vision, and product goal are crucial for effective refinement.
  • Regular refinement sessions and involving the right stakeholders can significantly improve your backlog management.
  • Embrace change but be mindful of the opportunity cost of poorly thought-out work.

Final Thoughts

Next time you’re asked, “Do we need refinement?” remember that the answer is unequivocally yes. With the right approach and mindset, refinement can be a powerful tool to drive your Scrum projects towards success. 🚀

By following these principles and practices, you can ensure that your refinement process not only adds value to your projects but also keeps your team aligned and focused on achieving their goals. Happy refining! 🎯

Connect with Advanced Product Delivery.

APD offer private, tailored training courses as well as business agility and coaching. Our public training courses are delivered by practicing Agilists: Product Owners, Scrum Masters and coaches who are expert trainers and facilitators.

Whether you are looking to become a #scrummaster or #agilecoach, we have a range of internationally certified and recognised #agiletraining courses that are perfect for you. Visit Professional Scrum Training courses for more information.

If you are looking for professional, deeply experienced and skilled #agilecoaches and #agileconsultants to help you transition from traditional #projectmanagement to #agile #productdevelopment, we’ve got the ideal team to help you make that transition a success. Visit our Agile Coaching section to find out more about us.

If you have identified Lean Agile Procurement as a great opportunity to enhance #agility within your organization, visit the Lean Agile Procurement Training course or Lean Agile Procurement coaching page.

#agile #scrum #agilecoach #agileconsultant #agiletraining #agilescrumtraining #scrumtraining #scrumcertification #scrummaster #productowner #leanagileprocurement #apd #businessagility #organizationalagility #productdevelopment #projectmanagement #agileprojectmanagement #agileproductdevelopment

You may also like...

Lean Agile Procurement

What is Lean Agile Procurement? 

Transforming Procurement in Agile: Embracing Lean-Agile Principles  🔄 In today’s Agile-driven world, procurement must evolve to keep pace with the rapid changes and demands of

Read More »
Three circles showing technology humanity and business
Agile Coach

Design and Scrum

This blog highlights the synergy between Design Thinking and Agile methodologies, especially Scrum. It emphasizes the value of integrating UI/UX designers into development teams for seamless collaboration. Key principles include human-centered design, iterative prototyping, and clear role definitions. Effective teamwork between Product Owners, Designers, and Development Teams enhances product innovation and customer satisfaction.

Read More »

Latest Blog Posts

Image of a webinar

Questions from Scrum.Org webinar

This blog addresses the questions that could not be answered in the webcast on Procurement in Agile Transformations. There are many challenges that parallel the agile transformations.

Read More »