Lean Requirements

Can Icebergs Be Scaled?
Over the years, there have been numerous variations of the Product Backlog model which support the progressive breakdown of features just in time. Why wait to elaborate? As per Lean principles, there are a few reasons:
- We want to wait as long as possible to flesh out the details. After all, we have the most information about these details right before we’re ready to start building them.
- We want to keep the backlog small and minimize work-in-progress so that there is a lower probability that our requirements will fall out of date.
- We want to minimize waste. Why risk investing in defining the details of something we may never build? We all know how quickly customer and market needs can change.
The Iceberg Model

Stories and Epics: Same Backlog, Different Sizes
The Iceberg Model was made popular by Mike Cohn in his book Succeeding with Agile (1). In this model, Epics are just big User Stories which are progressively broken down. There isn’t a clear distinction between an Epic and a Story.
The model is simple and effective for individual Agile teams in smaller organizations. An Epic and Story are expressed in the same format and are part of the same backlog.
In addition, writing Epics and Stories can happen in both directions. Epics may be broken down into Stories, or a group of Stories may be consolidated into a single Epic to facilitate prioritization at a higher level. Stories can also be grouped together by Themes, which function as categories. See Mike Cohn’s blog entry on the topic for more information.
Can Icebergs Scale?
In the enterprise, senior leadership evaluates which systems, products, and applications to invest in. How are these decisions made? Traditional methods include detailed business cases which can be expensive to create and have long review cycles.
However, we can use Agile and Lean practices from the very start. The same techniques we use to define, prioritize, and estimate Epics and Stories can be used for investment decisions.
What are the dangers of not applying Agile and Lean practices at the enterprise level?
- We may put too much effort in determining the cost/benefit of one investment versus another. Forecasting is an expensive process which takes time and is often inaccurate.
- We may be making the right decisions at the smaller-scale Epic and Story level, but may ultimately be making the wrong higher-level investment decisions. We need to define, prioritize, and size at all levels.
- We may have an ambiguous governance structure. Who makes what decisions at which point? When do the decision-making responsibilities of the Product Owner transition to those of a Steering Committee as we scale?
Enter: The Enterprise Backlog Model
Rather than one backlog of Epics and Stories, we need multiple backlog levels, each with the right level of detail and a corresponding governance structure for decision-making. In my next blog entry, I’ll talk about the Enterprise Backlog Model in the Scaled Agile Framework (SAF).
(1) Cohn, Mike. Succeeding with Agile. Addison-Wesley, 2010.



Alex developed a logo several weeks ago which couldn’t be more appropriate: a mountain range. As part of the team Dean assembled, I knew we would move a few mountains of our own.









