Project Victor Learning Hub
Menu
Get Certified

Epic

What is an Epic?

Introduction to an Epic

An epic is a large, high-level body of work that can be broken down into smaller, more manageable components such as features or user stories. In Agile frameworks like Scrum and Kanban, epics represent significant objectives or deliverables that span multiple sprints or iterations. They provide a structured way to manage complex and broad initiatives while maintaining alignment with strategic goals.

Epics are essential for planning and organizing work, ensuring that development efforts are directed toward delivering meaningful value to users and stakeholders.


Characteristics of an Epic

  1. Large in Scope:
    • Epics encompass a wide range of functionalities or objectives, often spanning weeks or months.
  2. Decomposable:
    • An epic is divided into smaller units, such as features, user stories, or tasks, for incremental implementation.
  3. Aligned with Goals:
    • Each epic should align with the product’s vision and business objectives.
  4. Flexible:
    • Epics are iterative and can evolve as requirements change or new insights emerge.
  5. Time-Bounded:
    • While broad in scope, epics should have a clear time horizon for delivery.

Structure of an Epic

Epics typically follow a structure that provides context and clarity:

  1. Title:
    • A descriptive name summarizing the epic.
    • Example: “Enhance User Authentication System.”
  2. Description:
    • A brief explanation of the epic’s purpose and scope.
    • Example: “Improve security and usability by implementing multi-factor authentication and biometric login options.”
  3. Acceptance Criteria:
    • High-level conditions that must be met for the epic to be considered complete.
    • Example:
      • Multi-factor authentication is implemented.
      • Users can log in using biometrics.
  4. Decomposed Items:
    • A list of features or user stories derived from the epic.

Practical Examples of Epics

Example 1: E-Commerce Platform

  • Epic: Improve Product Search Experience
    • Features/User Stories:
      1. As a user, I want to filter products by price and category.
      2. As a user, I want to see search results with auto-suggestions.
      3. As a user, I want highlighted discounts in search results.
    • Value: Enhances user experience, driving customer satisfaction and sales.

Example 2: Mobile Banking App

  • Epic: Modernize Payment Features
    • Features/User Stories:
      1. As a user, I want to scan QR codes to make payments.
      2. As a user, I want transaction history filters for easy tracking.
      3. As a user, I want daily notifications for high-value transactions.
    • Value: Improves convenience and strengthens user trust.

Difference Between Epics, Features, and User Stories

Aspect Epic Feature User Story
Scope Large, spanning multiple sprints. Medium, encompasses multiple user stories. Small, focused on a single functionality.
Granularity High-level and broad. Moderately detailed. Highly detailed and actionable.
Focus Strategic goals or initiatives. Functional components. Specific user needs or tasks.
Timeframe Weeks to months. Weeks. Days to a sprint.

How to Manage an Epic

  1. Define Clear Objectives:
    • Ensure the epic aligns with the product’s vision and business priorities.
  2. Break Down the Work:
    • Decompose the epic into smaller features or user stories that are actionable and testable.
  3. Prioritize Components:
    • Rank features and user stories based on their value, urgency, and dependencies.
  4. Track Progress:
    • Use tools like Jira, Trello, or Azure DevOps to monitor the epic’s status and its associated items.
  5. Iterate and Refine:
    • Continuously revisit and adjust the epic as new information or feedback becomes available.

Benefits of Epics

  1. Strategic Alignment:
    • Helps teams focus on delivering features that support business goals.
  2. Improved Organization:
    • Provides a clear structure for managing large bodies of work.
  3. Incremental Delivery:
    • Breaks down complex initiatives into manageable pieces, ensuring steady progress.
  4. Enhanced Collaboration:
    • Encourages discussions among stakeholders to refine objectives and priorities.
  5. Scalability:
    • Enables teams to manage growing product requirements effectively.

Challenges with Epics

  1. Overly Broad Scope:
    • Solution: Define clear boundaries and acceptance criteria.
  2. Difficulty in Decomposition:
    • Solution: Collaborate with the team to break down the epic into actionable components.
  3. Scope Creep:
    • Solution: Regularly review the epic’s scope and maintain focus on its objectives.

Conclusion

An epic represents a significant piece of work that aligns with strategic goals and delivers substantial value to users and stakeholders. By breaking down epics into smaller features and user stories, teams can manage complex projects effectively and deliver incremental progress. Practical examples, such as improving product search on an e-commerce platform or modernizing payment features in a banking app, highlight the importance of epics in driving meaningful outcomes. When managed well, epics provide a roadmap for achieving both short-term and long-term objectives, ensuring that development efforts remain focused, efficient, and user-centric.

User Story

What is a User Story?

Introduction to User Stories

A user story is a concise, simple description of a feature or functionality written from the perspective of an end-user. It captures what the user needs and why, enabling development teams to understand the value of the feature and how it aligns with the user’s goals. User stories are a core element of Agile frameworks, such as Scrum and Kanban, and play a pivotal role in driving collaboration and prioritizing work.


Structure of a User Story

User stories are typically written in the following format:

“As a [user type], I want [specific goal] so that [reason/benefit].”

Example 1: E-Commerce Platform

  • User Story: “As a shopper, I want to filter products by price so that I can find items within my budget.”

Example 2: Mobile Banking App

  • User Story: “As a customer, I want to receive a notification for large transactions so that I can monitor my account activity.”

Key Components of a User Story

  1. User Role:
    • Identifies who the user is (e.g., shopper, admin, customer).
  2. Goal:
    • Describes what the user wants to achieve.
  3. Reason/Benefit:
    • Explains why the goal is important to the user.

Characteristics of Good User Stories

Good user stories adhere to the INVEST criteria:

  1. Independent:
    • Can be developed independently of other stories.
  2. Negotiable:
    • Open to discussion and refinement.
  3. Valuable:
    • Provides value to the user or stakeholder.
  4. Estimable:
    • Can be estimated in terms of effort and complexity.
  5. Small:
    • Sized appropriately for completion within a sprint.
  6. Testable:
    • Includes clear acceptance criteria to verify completion.

Writing Effective Acceptance Criteria

Acceptance criteria define the conditions that must be met for the user story to be considered complete. These criteria ensure a shared understanding between the team and stakeholders.

Example for E-Commerce Filtering:

  • Users can select a price range from a dropdown menu.
  • The displayed products update dynamically based on the selected range.
  • A message appears if no products match the criteria.

Why User Stories Matter

  1. Focus on Value:
    • Keeps the team focused on delivering features that meet user needs.
  2. Enhanced Collaboration:
    • Encourages discussions among developers, testers, and product owners.
  3. Flexibility:
    • Adapts easily to changing priorities and requirements.
  4. Improved Understanding:
    • Ensures that the team understands the user’s perspective and goals.

Practical Examples of User Stories

Example 1: Thai E-Commerce Platform

  • User Story: “As a user, I want to view product reviews so that I can make informed purchase decisions.”
  • Acceptance Criteria:
    1. A review section appears on product pages.
    2. Reviews are sorted by recency and ratings.
    3. Users can leave a review if logged in.

Example 2: Mobile Banking App

  • User Story: “As a user, I want to reset my password via email so that I can regain access to my account.”
  • Acceptance Criteria:
    1. Users can request a password reset link by entering their registered email.
    2. The link is valid for 24 hours.
    3. Users must set a new password that meets security guidelines.

Common Challenges in Writing User Stories

  1. Overly Vague Stories:
    • Lack of clarity can lead to confusion and misaligned expectations.
    • Solution: Collaborate with stakeholders to refine the story.
  2. Too Large to Implement:
    • Large user stories (epics) can’t be completed within a sprint.
    • Solution: Break down epics into smaller, actionable stories.
  3. Focus on Implementation:
    • Stories that focus on technical details rather than user value.
    • Solution: Keep the story user-focused.

Best Practices for User Stories

  1. Involve Stakeholders:
    • Collaborate with users, product owners, and other stakeholders to define stories.
  2. Prioritize Stories:
    • Rank user stories based on their business value and urgency.
  3. Keep it Simple:
    • Use clear, concise language to avoid misunderstandings.
  4. Review and Refine:
    • Regularly revisit user stories to ensure they remain relevant and accurate.
  5. Leverage Tools:
    • Use tools like Jira, Trello, or Asana to organize and track user stories.

Conclusion

User stories are a fundamental element of Agile development, bridging the gap between user needs and technical implementation. By focusing on the user’s perspective and emphasizing collaboration, user stories help teams deliver valuable features incrementally. Practical examples from industries such as e-commerce and banking in Thailand illustrate the real-world application of user stories in creating user-centric products. Writing clear, actionable, and testable user stories ensures teams remain aligned with stakeholder goals and deliver high-quality results.