Bill Wake created the INVEST checklist in 2003, providing teams with a memorable set of guidelines for writing compelling user stories. Although Wake came up with the acronym, Mike Cohn’s 2004 book, User Stories Applied: For Agile Software Development, popularized the checklist.
Even as they gained traction among developers, user stories were deliberately kept informal. They’re written on index cards or sticky notes to facilitate planning and discussion. Aesthetics don’t matter at all — instead, user stories emphasize substance and function.
Today, developers follow the INVEST acronym to write actionable user stories:
- Independent: Each user story should be independent of other stories. This way, the team can work on user stories in any order, with minimal overlap or dependency on different stories. Independent user stories have flexible prioritization, development, and delivery. Independent user stories also reduce complexity in planning.
- Negotiable: Stories are not rigid contracts but rather starting points for discussion. Details are refined through collaboration between the product owner and the development team. These stories are iterative and should change as the team gathers more information. Negotiable user stories encourage ongoing dialogue, allowing the best solutions to emerge. Prevents premature commitment to specific implementations.
- Valuable: The goal of the product you’re building is to deliver value to the end user. If a story isn’t valuable, it likely isn’t worth your time. Valuable user stories ensure that development efforts are focused on meaningful outcomes, avoiding the creation of features that don't contribute to user or business goals.
- Estimable: You should be able to roughly estimate the size of a user story, allowing you to prioritize and schedule work effectively. Estimable user stories facilitate planning, prioritization, and forecasting. If a story can't be estimated, it likely needs more conversation or splitting.
- Small: Make user stories small enough that the developers can code and test them within a single iteration, usually within three days. Promotes a steady flow of work, allows for quicker feedback, reduces risk, and makes progress more visible.
- Testable: Every user story should have a clear set of criteria to determine whether it’s user-ready or if it needs changes. Testable user stories can help the team know when they are "done" and that the implemented functionality can be proven to work as expected. Supports quality assurance.
The 3Cs process and the INVEST criteria are symbiotic. The conversation phase is critical for ensuring a story is negotiable and estimable. The confirmation phase directly addresses the testable aspect. The card should represent something small and independent enough to facilitate a focused and productive conversation. Product teams can use INVEST as a quality checklist during the collaborative phases of the 3Cs.
Defining user personas.
Using specific user personas instead of generic users significantly enhances the impact and clarity of user stories. Personas are fictional representations created based on user research to identify the different user types that might interact with a product. They help teams build empathy and gain a deeper understanding of user motivations, behaviors, and goals.
To create personas, teams often conduct user research through surveys, interviews, and focus groups. Once defined, these persona names should be consistently used in the "As a [persona]" part of the user story (e.g., "As Sarah the Marketing Manager," not just "As a manager"). This specificity helps ensure that the story is genuinely focused on the needs of a well-understood user segment.
Key elements of user stories.
A well-crafted user story typically revolves around three core elements, often expressed in a simple sentence structure:
- Role: This component defines a user's identity or persona. It is crucial to capture a user's motivations and valued interests. Employing well-defined user personas at this stage is highly effective for creating relatable and impactful stories.
- Goal: This part explains what the user intends to achieve with the product or specific feature. The focus should be on describing their intentions and the desired outcome, rather than detailing the implementation or UI elements.
- Benefit: This crucial clause articulates why the user wants to achieve the stated goal. It highlights the value, advantages, or motivation driving the user's need, connecting the feature to a larger purpose and justifying the development effort. It is essential to ensure that this clause describes genuine business or user value, rather than system requirements, as the latter can lead to overlooked needs.