#agile #project-management #backlog #transparency

Agile Series Part 3: Transparency

How to maintain and improve a project backlog as a decision-making tool through proper governance and workflow design

Context: This post is part of a retrospective series written during my transition out of Credimi, reflecting on the reality of scaling a fintech engineering organization. As we grew from a founding team to multiple squads, the primary risk shifted from technical execution to organizational alignment. We learned that the hardest question isn’t “can we build it?” but “should we build it?” This series details the specific management structures and Agile patterns we adopted to prevent chaos and ensure our processes scaled alongside our headcount.

A backlog can become difficult to interpret over time. As items progress through different stages, questions arise about dependencies and overall progress toward business goals. Without proper management, the backlog loses its value as a transparency tool.

The blind men and the elephant - each sees only part of the whole

Like the blind men and the elephant, team members often perceive only fragments of the full picture. One sees a rope (the tail), another a wall (the side), another a tree (the leg). Without shared visibility, everyone optimizes for their incomplete understanding.

The Backlog Opacity Problem

You start with a clean backlog. Everything is clear, priorities are obvious, and the team knows what to work on next.

Then time passes.

Items accumulate. Some move forward, some stall, some become irrelevant but nobody removes them. Dependencies become unclear. The backlog that once provided clarity now creates confusion.

Workflows for Different Item Types

Each backlog item type will typically follow a different process.

Different issue types in JIRA with their own workflows and statuses

Rather than forcing all items through identical To Do/In Progress/Done statuses, create workflows suited to each category. A bug follows a different path than a feature request. A purchase approval differs from a technical investigation.

Forcing uniform workflows on diverse item types creates friction and lost information.

Flexibility Over Bureaucracy

Allow all transitions unless you have very strict process requirements (approvals, compliance, etc).

Restricting movement between statuses sounds like good governance, but in practice it traps items in wrong states. Someone marks something “In Progress” then realizes they need more information—can they move it back to “Blocked”? If your tool says no, they’ll work around it in ways that corrupt your data.

Trust your team. Let items flow naturally.

Backlog Refinement

Ongoing maintenance through backlog refinement (previously called “backlog grooming”) keeps the tool useful. This includes:

  • Updating titles to reflect current understanding
  • Splitting items that have grown too large
  • Identifying relationships between items
  • Managing evolution as items change over time
  • Removing items that are no longer relevant
  • Re-prioritizing based on new information

The Governance Imperative

Transparency requires active governance. Someone must oversee how the backlog changes.

Without this oversight, the backlog becomes an unusable list that no longer supports team decision-making. It becomes noise rather than signal.

This doesn’t mean micromanagement. It means someone cares enough to keep the tool useful—pruning the garden so the important things can grow.

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