O'Reilly logo

User Story Mapping by Peter Economy, Jeff Patton

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 1. The Big Picture

“I love Agile development! Every few weeks we see more working software. But it feels like I’ve lost the big picture.”

If I had a dime for every time I heard something like that from an Agile team member, I’d have…well…a lot of dimes. I hear it a lot. You may have even said something like that yourself. Well, I’ve got good news for you. Using an Agile process and a story-driven approach doesn’t mean you have to sacrifice the big picture. You can still have healthy discussions about your whole product and still see progress every few weeks.

Since you’ve patiently read the “Read This First” chapter, I’m going to bypass all the junk about stories and proceed directly to how story maps solve one of the biggest problems in Agile development. If you’re already familiar with writing stories on Agile projects, this chapter may be enough to get you started.

The “A” Word

If you’re reading this book, you likely know that story mapping is a way to work with user stories as they’re used in Agile processes. Now, it’s at this point that every other book that has something to do with Agile development reproduces the “Manifesto for Agile Software Development,” that thing written in 2001 by 17 guys who were frustrated with some of the big counterproductive process trends going on at the time. I’m glad they wrote it. And I’m glad that the impact of their work has been felt by so many.

But I’m sorry to disappoint you—I’m not going to reprint the manifesto and gush about why it matters. I believe you already know why it does. And, if you haven’t read the manifesto, then you should.

In the space that the manifesto would have taken up in this chapter, I am instead including a funny kitten photo.[4] Why? Because it has been proven time and time again that funny kitten photos on the Internet get far more attention than any manifesto could ever hope to.

image with no caption

So, you might wonder, what does this kitten have to do with Agile? Actually, nothing. But Agile definitely has something to do with this book, and with stories and the evolution of story mapping.

<Cue the flashback music…>

I was working at a startup in San Francisco in 2000, and the company had hired Kent Beck (the guy who created Extreme Programming and first described the idea of stories) as a consultant to get the software development process going. I’m rewinding way back, but the important thing is this story idea is an old one. If you’re just starting out with using stories, you lost any early adopter status you could have had a decade or so ago. Kent and others who pioneered Extreme Programming knew that all those ways of doing requirements in the past didn’t work out well. Kent’s simple idea was that we should get together and tell our stories; that by talking we could build shared understanding, and together we’d arrive at better solutions.

Telling Stories, Not Writing Stories

When I first heard the term story, it bugged me. I’ll admit it. The idea that we’d trivialize the important things that people wanted by calling them stories didn’t seem right. But I’m a slow learner—a point I brought up earlier when discussing shared understanding. It took me a while to really get that:

Stories get their name from how they should be used, not what should be written.

Even before I’d really understood why stories had that name, I realized that I could write down a bunch of stories—a sentence or a short title—on sticky notes or cards. I could move them around and prioritize them to decide which one was more important. Once I decided that one was more important than another, then we could start having a discussion about it. This was super-cool. Why hadn’t I ever written things on cards and organized them this way before?

The problem was that this one card could be something that might take a software developer just a couple hours to add to a product, or maybe a couple days or a couple weeks, or maybe a month—who knew? I didn’t—at least not until we started talking about it.

I got into a nasty argument while working with stories on my very first Agile project when I began a story conversation and learned that my story was too big. I’d hoped to get this story done in the next iteration. The developers I spoke with informed me otherwise. I felt like I’d done something wrong. The developers identified a small part we could talk about that could be accomplished in our next iteration. But I left frustrated that we couldn’t talk about the big picture. I really wanted to understand how much time the big thing I really needed would take. I’d hoped this discussion would accomplish that, and it didn’t.

Telling the Whole Story

In 2001 I left the team I was on and started doing things differently. I, and my team, tried an approach to writing stories that focused on the big picture. We worked to understand the product we were building and to make tradeoffs together. We used that bunch of index cards with story titles to organize our thoughts and break down that big picture into the small parts we could build next. In 2004, I wrote my first article about this idea. I didn’t coin the term story mapping, however, until 2007.

It turns out that the name you give something matters. It was after giving the practice a good name that I really saw it spread. I thought it was a great invention at the time—that is, until I started running into more people who were doing similar if not exactly the same things. I’d discovered a pattern.

I first heard this definition of a pattern from my friend Linda Rising: when you tell someone about a great idea and he says, “Yeah, we do something like that, too.” It’s not an invention, it’s a pattern.

Story mapping is a pattern. It’s what sensible people do to make sense of a whole product or whole feature. It’s what they do to break down large stories into smaller ones. Don’t feel bad if you didn’t arrive at it on your own. You would have eventually. But reading this book will save you weeks or months of frustration.

Story maps are for breaking down big stories as you tell them.

Today, company after company has adopted the idea of story mapping. My friend Martina at SAP said in a message she sent in September 2013 that:

…at this point more than 120 USM [User Story Mapping] workshops have officially been recorded. A lot of POs just simply love it! It is simply a well-established approach at SAP.

Every week I hear from someone else from somewhere else telling me how mapping stories helped solve a problem for them. These days, I learn more from talking to others than I ever could on my own.

The original idea of stories was a simple one. It turned our focus away from shared documents and toward shared understanding. A common way to use stories is to build a list of them, prioritize them, and begin talking about them and then turning them into software one at a time. That sounds pretty reasonable when you hear about it. But it can create some big problems.

Gary and the Tragedy of the Flat Backlog

A few years ago I met Gary Levitt. Gary was a businessperson in the process of launching a new web product. The web product is out there right now, and it’s called Mad Mimi, which when Gary conceived of his product, was short for music industry marketing interface.[5] Gary is a musician who had his own band. He managed his band, helped manage others, and was also a studio musician and created recordings for clients.

image with no caption

The day I met Gary he had an order from the Oprah Winfrey show for dozens of intros and outros, little bits of music that are used to go out to and come in from commercials and things like that. Producers of television shows buy those the way people laying out a newsletter buy clip art, so it’s like audio clip art. Gary had an idea for a fairly big application that would help musicians like him and people he knew to collaborate with one another on projects like the one he was working on, along with lots of other things a band manager and musician would need to do to manage and promote his band.

Gary wanted to get the software built so he worked with somebody, and that somebody was working in an Agile way. That person told Gary to write down a list of all the things he wanted, prioritize the list, and then they would talk about the highest-valued things—the most important—and start building them one at a time. That list of things is what Agile processes refer to as a backlog, and it seemed to make sense to Gary to create the list and start with the most important things first. So that’s what he did.

Gary created his backlog and the development team started building things a bit at a time. In the meantime, Gary was hemorrhaging cash as he continued to pay for each piece of software that was built. The software was slowly taking shape, but Gary could tell it was going to take a lot longer for it to match his vision and he was going to run out of cash long before then.

I knew the person who was working with Gary. My friend knew Gary was stressing out and wanted to help him. The somebody I knew asked if I could have a conversation with Gary, to talk with him and help him get his ideas organized. I contacted Gary and made arrangements to meet him at his office in Manhattan.

Talk and Doc

Gary and I started talking. And as he talked, I wrote cards with key points from what he said. There’s a mantra that I like when I build story maps. I’ll say “talk and doc” (short for the verb document), which basically means don’t let your words vaporize. Write them down on cards so you can refer back to them later. You’ll notice how pointing to a few words on a card quickly helps everyone recall the conversation about it. We can slide them around the table where we can reorganize them. We start using useful words like this and that as we point to cards. It saves lots of time. Helping Gary externalize his thoughts was critical to getting shared understanding. It wasn’t a habit for him, so it was easy for me to write the cards as he told the story.

Talk and doc: write cards or sticky notes to externalize your thinking as you tell stories.

We started by placing cards on a tabletop, but quickly ran out of space. Gary was moving offices the day I visited with him, and much of the furniture in the New York City loft where he was located was off the floor. So we moved our growing map of cards onto the floor.

At the end of the day, the floor looked like this:

image with no caption

I wasn’t here to capture Gary’s requirements. And the first thing we talked about wasn’t that list of features. We had to back up a bit and start at the beginning.

Frame Your Idea

Our first conversation focused on framing his product idea. We talked about his business and what his goals were. Why are you building this? Tell me about the benefits for you and for the people who will use this. What problems does it solve for those people and for you? As you read this you might detect I’ve got that now-and-later model in my head. I’m trying to understand the outcomes Gary is looking for, not the output he wants to build.

If I put two cards down, one above the other, then people assume that the one above is more important. Without saying a word, if I simply slide a card above another, I’ve indicated something about importance. Try that with a list of goals. Purposely put them in the wrong order and watch the person you’re working with reach out to adjust them. I did this with Gary and his goals, and it helped him express what was more important to him.

image with no caption

Describe Your Customers and Users

Gary and I continued to talk and doc. The next conversation Gary and I had was about the customers who would buy, and users who would use, his piece of software. We listed the different types of users. We talked about what benefits they would get, and asked why they would use the product and what we thought they would do with it. What was in it for them? We built a big pile of those. The cards naturally seemed to fall with most important users higher in the pile. Funny how it works out that way without an explicit decision.

image with no caption

Before we’d gone into any detail at all, I could already see that Gary’s vision was big. One of the tough realities about software development is that there’s always more to build than we have time and money for. So the goal should never be to build it all. The goal is to minimize the amount we build. So the first question I asked Gary was, “Of all these different users and the things they want to do, if we were to focus on thrilling just one of those users, who would it be?”

Gary chose one and we started to really tell stories.

Tell Your Users’ Stories

I next said, “OK, let’s imagine the future. Let’s assume for a minute this product is live and let’s talk about a day in the life of someone who uses it and start telling the story. First, they would do this, and then this, and so on and so on.” And we told the story in a flow from left to right. Sometimes we backtracked and put things to the left of other things, and because they were on cards, we could easily rearrange them.

The other interesting thing that happens naturally when working with cards is if I put one to the left and another to the right, without saying a word I’ve indicated sequence. This is kind of magical for me—but I’m easily entertained. I marvel at how much we can communicate without saying a word.

Reorganizing cards together allows you to communicate without saying a word.

As we talk and doc, and as I write down our conversation, we’re building something really important. No, it’s not that pile of cards on the floor. The something that’s really important is shared understanding. We’re getting on the same page. This is something Gary had never done with anyone before about his product idea, at least not at this level of detail. He’d never even given it this much thought himself. The high points were in his head, sort of like the action scenes you’d see in a movie preview.

Before now, Gary had done what he was asked to do. He’d written a bunch of story titles, put them in a list, and talked about them one at a time. The conversations were more about the details of what to build and less about this big picture. And there were a lot of holes in Gary’s big picture. You’ll find that no matter how clear you are about your story, talking through it while you map will help you discover the holes in your own thinking.

Mapping your story helps you find holes in your thinking.

As we dug deeper, we realized that the story also wasn’t just about one user. Gary’s started with a band manager who wanted to promote his band and the work he was doing to create the promotion and email it to fans. Then we quickly had to talk about the fan of the band, and tell her story about seeing the promotion and then making plans to see a show.

Then, if we were promoting the band someplace, we’d need to tell the story of the venue’s manager and the information he’d like to learn about the promotion. By this time, our map was wide enough that we bumped into the wall, so we had to continue the story in another layer below the first. That’s why the map in the photograph has two layers.

image with no caption

During the story, sometimes Gary would get to a part where he was excited and he’d start describing lots of details. One card above another can indicate priority. But it can also mean decomposition, which is just a fancy word for smaller details that are part of a bigger thing. As Gary described the details, I’d record them on a card, and place them below the big user step above. For instance, when Gary described creating the flyer that band managers would use to promote their gigs, he was extra passionate and had lots of details to discuss.

Gary lived in New York City, and when bands are composing flyers he’s imagining all these really cool things he sees stuck on walls and lampposts in New York. They might look like they were put together with glue and tape and then photocopied, but some were really elegant and artistic. After recording a handful of details, I said, “Let’s come back and get to the details later. Let’s continue on and move this story forward.” It’s easy to get lost in the details, especially the ones you’re passionate about. But, when we’re trying to get the big picture, it’s important to get to the end of the story before catching all those details. Another mantra I use when mapping, at least at this stage, is “think mile wide, inch deep”—or for people in sane countries using the metric system: “kilometer wide, centimeter deep.” Get to the end of the story before getting lost in the details.

Focus on the breadth of the story before diving into the depth.

Eventually we did get to the end of Gary’s story. The band manager had successfully promoted a gig to thousands of fans who spread the word, and the show was a wild success. The product vision so far was clear in both our heads. I said, “Now let’s go back and fill in the details and consider some of the alternatives.”

Explore Details and Options

After we’ve got the breadth of the story map in place, it starts thickening up. The cards we put at the top of each of the columns in the map become big things, and then the details break down below them. We stop at each step in the user’s story and ask:

  • What are the specific things they’d do here?
  • What are alternative things they could do?
  • What would make it really cool?
  • What about when things go wrong?
image with no caption

At the end of this we’d gone back and filled in a lot of details. The result was that we had told the story about a day in the life of a band manager, as well as the other people important to the band manager’s success: fans and venue managers.

I asked Gary, “Now what? We have all these other users with other things they want to do—do you want to talk about them? You can see that if we keep talking we’ll need a bigger room. And, Gary, if you do all this stuff, it will take a lot of money to build this product. We could talk about the rest of this stuff, but if we built this much and you launched your product and just did this, that looks like it’d be a valuable product.”

Gary agreed, and he said, “I’m going to stop there.”

The sad part of this story is that I asked Gary, “You’ve been building a lot of software so far, but how much of the software you’ve built is on this map we’ve created?”

“Nearly none of it,” Gary replied, “because when I built a list and prioritized things, I sort of assumed we needed to start somewhere else. I was thinking about the whole big vision of this thing, the vision that would have taken me years to reach, and now that we’ve had this discussion I wouldn’t have started there at all.”

Story mapping is all about having a good old-fashioned conversation and then organizing it in the form of a map. The part that most people look at is the map—that left-to-right shape with the steps people take to tell a big story. The top to bottom is about the details. But the critical parts that frame the product and give more context are often hung above and around the map. They’re the product’s goals, and information about its customers and users. If you keep a map on the wall, you’ll find it’s good idea to add user interface (UI) sketches and other notes around the map.

In just a day working together, Gary and I built shared understanding around the product he wanted to build. But there was a storm cloud forming above our heads, and we knew it. Inside each of those cards we wrote were lots of details and lots more discussions. And, for Gary, all those details and all those discussions equated to money he would need to spend to build software—money he didn’t have. He’d learned one of the fundamental truths about software development: there’s always more to build than you’ll have time for.

image with no caption

Now, there are a lot of other big assumptions Gary was making about the people who’d use his product, and if they really wanted to, or really could use it as he envisioned. But, right now, those things weren’t his biggest concern. He needed to work harder to minimize his product idea to something that was feasible first.

Gary’s story eventually has a very happy ending. But in the next chapter I’ll tell the story of another organization that learned it had way too much to build, and how it used a map to find a viable solution.

[4] Photo taken by Piutus, found on Flickr and licensed under the Creative Common Attribution license.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required