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Achieve Clarity in Product Backlogs with Themes, Epics, and User Job Stories (UJS) Framework

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Achieve Clarity in Product Backlogs with Themes, Epics, and User Job Stories (UJS) Framework

Achieve Clarity in Product Backlogs with Themes, Epics, and User Job Stories (UJS) Framework

To consistently deliver value in fast-paced product environments, teams must go beyond managing lists of features. A structured backlog—organized by Theme → Epic → User Job Story—brings clarity, focus, and traceability. This layered structure helps align cross-functional stakeholders around strategic outcomes and user context while reducing wasteful work.

The Problem with Flat Feature Backlogs: Lost the Bird’s-Eye View #

Many product teams organize their backlog as a long, flat list of features. While seemingly straightforward, this approach quickly becomes unmanageable as the product scales.

The core issue? You lose the bird’s-eye view.

Without structure and grouping, the backlog becomes a collection of disconnected tasks. There’s no narrative. No hierarchy. No sense of how individual items contribute to broader goals. Teams see hundreds of trees—but no forest.

This creates several compounding problems:

  • No clear scope: Without themes or categories, it’s nearly impossible to understand what the product is or is becoming. This limits strategic thinking and undermines long-term planning.
  • Unclear priorities: In a flat list, everything looks equally important. A one-hour UI tweak and a core architectural upgrade sit side by side—without any indication of business value or urgency.
  • Lost context: Over time, teams forget why an item was added. The backlog becomes a graveyard of half-written tickets and outdated assumptions, detached from customer pain or opportunity.
  • Siloed decisions: With no shared structure, functions like Sales, Marketing, Engineering, and Product interpret the roadmap differently. This leads to misalignment, duplicated work, and inconsistent messaging.
  • Difficult storytelling: Leaders can’t easily communicate progress to stakeholders or investors. What’s done? What’s coming? What matters? The backlog can’t answer these questions.
  • Hidden platform value: If a team works on several products in parallel, a flat backlog hides shared components or reusable features that could benefit other teams or strengthen the entire platform. Opportunities for leverage and collaboration go unnoticed.

In short, flat feature backlogs obscure the product’s strategic intent. They reflect a bottom-up perspective rather than a bird’s-eye view. The result? Fragmented delivery and increasing manageability risks as the product scales.

Themes, Epics, and UJS: A Structured Approach #

To mitigate these problems, high-performing teams use a hierarchical backlog that maps work to purpose:

  • Themes represent strategic focus areas that align with business and product goals.
  • Epics define major business capabilities or areas of improvement.
  • User Job Stories (UJS) represent the smallest units of customer value, written in context. In line with Agile principles, each story should be small enough to be delivered in less than one sprint—ensuring fast feedback, continuous flow, and measurable progress.

This structure makes backlogs easier to navigate and ensures prioritization reflects business impact.

Flat Feature Backlog vs. Structured Backlog (Theme > Epic > UJS)
DimensionFlat Feature BacklogStructured Backlog (Theme > Epic > UJS)
ViewpointIsolated, task-level view (can’t see the big picture)Strategic bird’s-eye view of product direction and value
Scope VisibilityBlurred—scope is inferred from scattered ticketsClear—groupings reveal product areas and functional scope
PrioritizationLacks comparative value—everything competes on the same levelPrioritized by value, urgency, and risk within strategic themes
ContextFrequently lost or buried in commentsEmbedded in every layer: persona, goal, metrics, and dependencies
Cross-Team AlignmentDifficult—each function interprets backlog differentlyEasier—shared language and hierarchy for sales, product, marketing, engineering
StorytellingIncoherent—hard to explain status, direction, or outcomesCohesive—makes progress easy to report and rationale easy to defend
Platform LeverageMissed—shared features are invisible or duplicatedHighlighted—shared components surfaced and reused across teams
Customer RelevanceOften unclear or speculativeCentered around concrete user actions and value (via UJS+)
Technical, Security & Non-functional RisksBuried in implementation detailsIdentified upfront at Theme or Epic level
Comparison Table: Flat Feature Backlog vs. Structured Backlog (Theme > Epic > UJS).

Themes: Strategic Orientation #

Themes answer the question: “What business outcome are we working toward?” Examples might include:

  • Accelerate onboarding experience.
  • Improve account retention.
  • Enable upsell through better reporting.
  • Improve user administration, security, and compliance.

Themes should remain stable over time and connect directly to OKRs or broader company goals. They create a portfolio view of what the product team is trying to accomplish.

Epics: Functional Initiatives #

Epics are workstreams that support a theme. They might cover:

  • A new capability.
  • A redesign of an existing workflow.
  • A major system upgrade.

For instance, under the “Accelerate onboarding” theme, you might see an epic like “Self-serve onboarding wizard.” Epics group related efforts and provide a bridge between vision and execution.

User Job Stories (UJS): Execution with User Context #

At the story level, the User Job Story format provides user-centric granularity:

As a [role/persona], when [situation], I want to [action], so I can [expected outcome].

This format, used consistently in the New Business Modelling Framework (NBMF), ensures every backlog item is actionable, testable, and anchored in real user behavior.

Unlike feature descriptions that emphasize system capabilities, UJS entries emphasize what the user is trying to accomplish in a given context. This promotes empathetic design and disciplined prioritization.

Why UJS Works Better than Traditional User Stories #

Traditional user stories often start with personas but miss context. For example:

“As a user, I want to receive notifications.”

Compare that with a structured UJS:

“As a team manager, when I assign a task to a new member, I want to receive confirmation, so I can be confident it’s not missed.”

The difference lies in precision. UJS captures the trigger, the intent, and the desired result—allowing teams to prioritize based on real scenarios rather than abstract desires.

Enabling Cross-Functional Alignment #

Organizing the backlog this way supports transparency and ownership:

StakeholderWhat Themes AnswerWhat Epics ProvideHow UJS Helps
ProductWhat problems matterWhat we’ll buildWhy users care
EngineeringWhat matters mostArchitecture scopeDesign and delivery context
MarketingWhat drives valueTarget personasMessaging alignment
SalesWhat’s being improvedUse case storiesSelling new value

This alignment boosts product value, improves collaboration, and grows confidence in the roadmap.

Prioritization with Weighted Scoring #

Once structured, Themes, Epics, and User Job Stories in backlogs can be prioritized. One of the simplest methods is called Scrum Poker. It uses Weighted Business+Technical Score, which combines value, urgency, and risk with story implementation points:

MetricDefinitionExample Score
ValueImpact for the user or business5
UrgencyTime-sensitivity or strategic dependency3
RiskLearning value or mitigation potential4
Development EffortImplementation difficulty (story points)8
Score(Value + Urgency + Risk) ÷ Effort1.5

We discuss 20+ prioritization techniques in this article. This helps product teams avoid gut-feel decisions and prioritize work that balances impact and feasibility.

Tracing Features to Research and Strategy #

Each UJS should trace back to:

  • Customer Interviews (goals, tasks/jobs, pains, objections).
  • Customer Journey Maps.
  • Empathy Maps.
  • Persona Objectives.
  • Detailed Persona’s Jobs to be Done and Pain Points.

The NBMF explicitly recommends using these artifacts. It helps to de-bias prioritization and ensure backlog items reflect validated user needs—not stakeholder opinions.

“Do not talk about the product idea/solution during the interview… It can alter the other person’s perception.”

This discipline allows teams to trace every feature back to a real-world scenario.

Lifecycle of a UJS: From Pending to Finished #

The structured backlog also enables clean transitions across development phases:

  1. Pending: A raw job story captured from research
  2. To-do: Prioritized for a future sprint
  3. Discussing: Validated and shaped with stakeholders
  4. Developing: In active implementation
  5. Confirming: Delivered for testing/validation
  6. Finished: Accepted and deployed

Each stage includes user feedback loops and acceptance criteria—making the process transparent and traceable.

Example: Extended Backlog Elements for Theme, Epic, and UJS+ #

Below is an example of how an extended backlog can be documented for each level.

Product Theme #

CategoryDescription
Problem / Opportunity2–3 sentence summary of the market or tech gap
Strategic OutcomeClear, measurable end-state
Success KPIs2–4 leading (future performance) and lagging (past results and outcomes) indicators
In-Scope AreasBullet list of capabilities included
Out-of-ScopeClarifies misinterpretations early
Key EpicsLinks or lists of child Epics
Primary PersonasWho benefits and what they aim to achieve (Jobs to Be Done)
DependenciesPlatform, team, or upstream system dependencies
Milestone / TimeboxTarget quarter or program increment
Compliance / RiskNotes on regulation or technical constraints
Open QuestionsLiving list of assumptions or unresolved issues

Product Epic #

CategoryDescription
Problem Statement1–2 sentence articulation of user or business pain
Success MetricsPrimary KPI(s) this epic aims to move
Solution SketchOutline or diagram of the proposed approach
Milestone MapList of linked expanded User Job Story Plus (UJS+)
Risks & AssumptionsKnown unknowns or things that may impact delivery

User Job Story Plus (UJS+) #

CategoryDescription
User Job StoryFormat: As a [role], when [situation], I want to [action], so I can [outcome]
Business Value / KPIMeasurable goal tied to this UJS
Acceptance CriteriaTestable conditions, e.g., in Gherkin format (Given/When/Then)
UX / API AssetsLinks to wireframes, API definitions, or other assets
Functional NotesCalculations, edge cases, constraints
Non-Functional NeedsSecurity, performance, analytics, i18n (US abbreviation for internationalization and localization), etc.
DependenciesRollout plans, flags, upstream feature readiness
Out of ScopePrevents gold-plating (adding features outside of initial plan to please users) or feature creep (uncontrolled changes or expansions to your feature scope without adjusting the project’s time, cost, or other resources)
Tech TicketLink to the development task (e.g., in Jira)

Final Thoughts #

Themes, epics, and user job stories bring structure, context, and alignment to product development. They help teams prioritize what truly matters to users and the business—without drowning in feature noise.

By adopting this structured approach, product and revenue leaders can accelerate time to value, reduce waste, and improve strategic execution.


🗨️Have you implemented a backlog based on Themes, Epics and User Job Stories? What frameworks or scoring models have worked best for your team? Share your challenges and successes in the comments. And don’t forget to subscribe to our newsletter for more frameworks and strategic product insights.

Updated on May 8, 2025
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