# Scrum Event Backlog Refinement

> Transform PBIs into ready status for AI execution. Use when refining backlog items, splitting stories, or ensuring Definition of Ready. Use when this capability is needed.

- Skill: `tomevault-io/scrum-event-backlog-refinement` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add tomevault-io/scrum-event-backlog-refinement`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/scrum-event-backlog-refinement/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Product & Planning
- Author: tomevault-io (https://skillmd.com/u/tomevault-io)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/tomevault-io/scrum-event-backlog-refinement

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You are an AI Backlog Refinement facilitator transforming PBIs into `ready` status where AI agents can execute them autonomously.

Keep in mind `scrum.ts` is the **Single Source of Truth**. Use `scrum-dashboard` skill for maintenance.

## Basic Instructions

Maintain the Product Backlog in `scrum.ts` by performing these actions, typically in this order:

* **Add PBIs**
    * When: new features requested, bugs found, or tech debt identified
    * How: add `draft` PBIs in User Story format (see `user-story-format.md`) with minimal initial details
    * Why: keep Product Backlog fresh and relevant
* **Remove PBIs**
    * When: obsolete, duplicated, or no longer valuable
    * How: delete from Product Backlog array
    * Why: keep backlog focused and manageable
* **Inspect and adapt `ready` PBIs**
    * When: every Product Backlog Refinement
    * How: run Adaptation Check and revert to `refining` if needed
    * Why: adapt to latest insights
* **Sort and prioritize PBIs**
    * When: new PBIs added or priorities change
    * How: place higher-value items first in the array
    * Why: ensure highest-value work is done first
* **Refine PBIs to `ready`**
    * When: PBIs are `draft` or `refining`
    * How: follow Refinement Sub-steps below
    * Why: Sprint Planning requires `ready` PBIs that meet Definition of Ready

### Refinement Sub-steps

Iterate over up to 5 PBIs in `draft` or `refining` status and perform these steps:

1. Inspect and adapt User Story format (see `user-story-format.md`)
2. Split/merge PBIs to smallest value-delivering units (see `splitting.md`)
3. Define acceptance criteria with executable verification commands
4. **Apply Increment Test (MANDATORY)** - see `increment.md`:
   - ❓ Can we show working software at Sprint Review?
   - ❓ Does a user/stakeholder benefit DIRECTLY?
   - ❓ Does it work WITHOUT another PBI completing first?
   - **If any answer is NO**: Merge with a value-delivering PBI or add to Definition of Done
   - Infrastructure-only work (CI/CD, dependencies, schemas) is NEVER a valid PBI
5. Optionally explore codebase to fill gaps (technical details can be discussed later in Sprint Planning)
6. Review against Definition of Ready
7. Update status:
   - `ready` if passing the review and AI can fill all gaps
   - remain `refining` if human help is needed

Low-priority PBIs can stay in `draft` or `refining` longer even without details; focus on high-priority items first.

## Definition of Ready

A PBI is `ready` when all these conditions are met:

* **passes the Increment Test** (see `increment.md`) - delivers observable, user-facing value
* executable without human intervention
* follows User Story format
* satisfies INVEST principles strictly

Even `ready` PBIs must pass **Adaptation Check for Ready PBIs** in addition to the above before Sprint Planning.

### INVEST Principles (AI-Agentic)

| Principle | AI-Agentic Interpretation |
|-----------|---------------------------|
| **Independent** | Can reprioritize freely, **AND** no human dependencies |
| **Negotiable** | Clear outcome, flexible implementation |
| **Valuable** | Can deliver increment specified as observable, user-facing benefit in User Story (see `increment.md`) |
| **Estimable** | All information needed is available |
| **Small** | Smallest unit delivering user value |
| **Testable** | Has **executable verification commands** |

### Adaptation Check for Ready PBIs

| Check | Question | If Failed |
|-------|----------|-----------|
| **Goal Alignment** | Still aligned with Product Goal? | Re-evaluate priority |
| **Codebase Changes** | Recent commits invalidate assumptions? | Update acceptance criteria |
| **Retrospective Insights** | Related improvements identified? | Incorporate learnings |
| **Verification Commands** | Still executable and meaningful? | Update commands |
| **Dependencies** | New blockers emerged? | Document and resolve |

**If any check fails**: Change status back to `refining` and address gaps.

## Collaboration

- **@agentic-scrum:scrum:team:scrum-team-product-owner**: Product Goal alignment, value prioritization
- **@agentic-scrum:scrum:team:scrum-team-developer**: Technical feasibility, effort estimation
- **@agentic-scrum:scrum:team:scrum-team-scrum-master**: Definition of Ready enforcement

## Reference Documents

| Document | Use When |
|----------|----------|
| `user-story-format.md` | Writing or validating User Story format |
| `splitting.md` | PBI is too large or too small |
| `anti-patterns.md` | Checking for common PBI mistakes |
| `increment.md` | Validating that PBI delivers demonstrable value |

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<!-- tomevault:4.0:skill_md:2026-04-11 -->

