The Complete Guide to Your Marketing Backlog


Few things are more important to an effective
 
Agile marketing team than a functioning marketing backlog, yet this particular practice is hard to get right.

Many teams struggle with prioritization, scope, and sizing the work in a backlog.

These difficulties often lead to frustration and considerable lag time in updating the team’s to-do list.

The marketing backlog is the engine of a high-performing Agile marketing team, so it’s crucial to avoid these common pitfalls. We’re going to level set on backlog best practices and provide some guidance on making it into a well-oiled machine.

What is the Backlog

First, we need to get clarity on the definition, because the word “backlog” sometimes carries baggage.

The marketing backlog is simply the team’s prioritized list of upcoming work. It’s NOT where  extra work gets parked.

That modifier “prioritized” is crucial because that’s what helps differentiate the backlog from any other non-Agile to-do list. Important, time-sensitive, valuable work lives at the top; work gets less important and less valuable as you move toward the bottom.

Whenever the team is ready to start on some new work, they turn to the backlog and select the top priority item that they’re qualified to complete.

That’s it. That’s all a backlog really is.

It’s the engine of a  great Agile team, but it’s not rocket science. It can, however, be complicated, so let’s proceed to some other crucial components.  

What Goes Into a Marketing Backlog

The short answer to the question, “What should I include in my marketing backlog” is “Everything.”

Whenever we train marketers on using this Agile practice, most of them nod along when we say that everything needs to be prioritized and visualized in their backlog.

Then we add that we don’t just mean all your projects or campaigns or initiatives, we mean literally ALL YOUR TEAM’S WORK.

Strategic stuff plus the business as usual (BAU) bits that you have to do just to keep marketing going -- all of that lives in the backlog together.

That may sound complicated, and oftentimes it is, but it’s the only way for a content marketer like myself to effectively decide whether it’s more important to finish your weekly blog post today or to tackle the copy for the new sales enablement piece.

Both those things have to be prioritized against one another to make that decision.

If you keep everyone’s “day jobs” out of the backlog and just expect them to get it done, several unfortunate things can happen:

  1. Because their BAU work isn’t visualized, marketers will overestimate the work they can accomplish, leading either to  overtime and burnout or delays in delivery (or both).
  2. Strategic work items from the backlog won’t ever get done because BAU work takes up 100% (or more) of everyone’s time.
  3. Marketing leadership doesn’t get visibility into the amount of work the team is really doing; all they say are the handful of strategic initiatives from the backlog.

So avoid all those issues and prioritize the team’s projects against its everyday work.

Different Varieties of a Marketing Backlog

Marketing backlogs can look differently from strategy to execution. On various levels of planning throughout the department, we deal with:

  • A vision backlog
  • An epic backlog
  • A project backlog
  • A tasks backlog

Each variation of the backlog represents a different level of granularity starting from large department-wide initiatives down to daily team tasks.

The vision backlog

The vision backlog is a strategic list of initiatives that span a year or more. It's used by leadership to refine and prioritize the direction of the department or organization at large. It provides execution teams with context, but isn't specific enough for daily task management. 

Fitting items for this version of the marketing backlog include "strengthening the product or service's presence in a new geography"or "addressing a new customer segment."

The epic backlog

As we move towards greater granularity, we break down the themes in the vision backlog into epics.

Epics are big chunks of work that have one common objective and link back to the items in the vision backlog. In the epic backlog, one or multiple teams consider the "big rocks" that need to be tackled each quarter in order to contribute to the achievement of departmental goals.

This version of the marketing backlog is extremely useful for linking team effort to strategic company initiatives, and should live somewhere public and accessible.

The project backlog

A project backlog contains more granular campaigns that contribute to epics. Each team should maintain its own project backlog that includes work items that can be processed in a week or two.

Completing several projects from this backlog, in order of priority, may contribute to the completion of an entire epic.

The tasks backlog

Items in the task backlog are considered daily work. They should be small enough to be processed by a single person within 1-3 days. Task-level backlogs are a great tool for daily task management and team synchronization. Items in this backlog might include tasks such as "create social media posts for next week," "design a new product brochure", etc.

This rest of this article is most strongly concerned with the tasks and project level backlogs, over which execution teams have the most control.

Sizing Backlog Items

This, of course, begs the question, “How do I prioritize a major project that will take me months to finish against a blog post that will take a few hours?”

This sizing discrepancy trips up a lot of Agile marketing teams, but it doesn’t have to be a backlog deal breaker.

There are two ways to handle the sizing problem: estimate and split work items, or simply don’t worry about it.

Lots has already been written about how and why to estimate work, so if you’re unfamiliar with this practice jump over and check out these pieces:

Once you’re comfortable estimating, you can begin to split up larger work items into more comparable sized pieces that can be prioritized against one another.

This can, however, be a time-consuming exercise, and it’s one that has long been a source of controversy in the Agile community at large (see the third article linked above for an overview of this ongoing debate).

So your other option when it comes to right-sizing work items in your backlog is to simply not worry about it.

Follow the general rule of thumb from the Agile software world and try to keep your work items to a size that allows two people to finish them in two days. Another favorite tactic of mine is to ask the team whether an item will take 1-3 days, 1-3 weeks, 1-3 months, or longer. Go on your gut -- is it measured in days, weeks, or months? 

If the answer is days, it's right-sized for the task backlog. If the answer is anything else, it needs to be smaller. When combined with a commitment to ruthless prioritization (more on that later), this guideline can help alleviate much of the anxiety around right-sizing work items in a backlog.

How Much Work Goes in the Agile Marketing Backlog

There is, of course, a limit to how much work you can effectively handle in a marketing backlog. So be sure to cut it off at a reasonable point.

You’ll typically want about a quarter’s worth of work in your backlog; six months would be the absolute maximum.

And while you should be visualizing your BAU work alongside strategic priorities, you don’t want to cram your backlog full of tiny tasks.

If you’re sizing work, you may want to limit the long-term backlog to just 3’s and above. If you’re using our two people/two days rule, simple to-do’s won’t come into play.

But, of course, seemingly tiny things can end up taking up more than their fair share of time thanks to our friend  context switching, so you’ll want to keep an eye on them if they start to impact your team's productivity.

Agile Marketing Backlogs in Kanban and Scrum

The way to ensure visibility into the task level without creating a backlog of thousands of tiny work items differs slightly depending on the framework you’re using.

A Scrum team will look at their marketing backlog during Sprint planning and choose a subset of its work to complete during the upcoming Sprint. This work forms their much smaller Sprint backlog.

Once they select a work item to join the Sprint, they break it down into smaller tasks if needed. Team members then volunteer for the tasks, and everything that’s on deck is out in the open. Any tiny BAU items that are too small to live in the marketing backlog are also incorporated during Sprint planning to ensure a reasonable commitment from the team.

Kanban teams, on the other hand, don’t conduct Sprint planning meetings.

Instead, they can do a couple of things to break down work items.

One is to have a recurring planning meeting where the team does a breakdown of upcoming work. Once tasked-out, that work then moves from the Backlog column to Ready.

It sounds a lot like a Sprint planning meeting, but instead of happening every two weeks, Kanban teams would have it triggered by a visual cue on the board.

For example, we might decide that once our Ready column gets down to just five items, it’s time to have a planning meeting. Sometimes this might happen in just a few days, other times it might take a couple of weeks.

This is known as “just in time” (JIT) planning.

Either way, the Agile marketing team has regular, recurring opportunities to take work items from the marketing backlog and break them into tasks so that the full scope of their work is always visible.

Power of Ruthless Prioritization

Of course, all the planning in the world does us no good if every item in the plan carries equal weight.

Ruthless prioritization is crucial for a marketing backlog to do its job.

This means no two items in the backlog can have the same priority; there are no two number one items.

For marketing teams who serve multiple stakeholders, business units, or other teams, this can get tricky. The classic example is the Agile marketing creative team, who needs to produce images, copy, etc. for multiple other teams, each of whom believes their work is the most important thing in the entire world.

It then falls to a team lead, which we refer to as a Marketing Owner, to make the call on behalf of the Agile marketing team.

Who’s Responsible for the Agile Marketing Backlog

The Marketing Owner (more about them here), is responsible for the team’s output. Whatever the Agile marketing team produces falls on the MO’s head. 

As you can imagine, this is often a challenging job, particularly in teams that serve multiple groups.

But that’s why this role exists. We need someone who understands both the business needs and the team’s capacity so they can make daily decisions about what work gets done and when.

Note that I said BUSINESS needs, not who’s yelling loudest.

The MO knows what the Agile marketing team as a unit, marketing as a department, and the business as a whole are trying to achieve, and they put work that contributes to those objectives at the top of the backlog.

It’s worth mentioning explicitly that if you have an MO who’s also a project manager and they only prioritize their projects, the team is not responsible for this unfair behavior. They work on what’s prioritized in the backlog and shouldn’t have to worry about whether that’s actually the right work.

Any favoritism displayed by the MO falls on them, not the Agile marketing team.

Again, you don’t have to call them a Marketing Owner, but if you’re going to have a backlog it needs to have an owner. And ideally just one owner.

If you have multiple MOs, you lose time in negotiation and it may be impossible to arrive at a meaningful consensus. But if you must have more than one MO, make sure you have a tie-breaker (usually the next level up the org chart) ready to settle disagreements about priorities.

How to Refine the Backlog

To ensure that the team backlog consistently reflects current priorities the MO brings the team and stakeholders together for sessions dedicated to refining it. 

Several approaches are used for weighting the importance and urgency of each item in the backlog, so that they can be prioritized against each other.

First and foremost, the value of work items from the customer's perspective is taken into account. To do so effectively, the MO needs to have a good understanding of the customer profile as well as the organizational priorities related to this persona.

For example, if they have to decide whether to assign higher priority to building a case study about a successful client or the copy for next week's social media posts, they should ask themselves whether building social proof or maintaining social media presence is more important at the moment.

Marketing Owners often leverage one of the most reliable methods for prioritization by measuring the cost of delay of each item in the backlog. The cost of delay helps quantify the impact of delaying an item on your backlog for the sake of another.

It offers a simple way to calculate how much the time it takes to deliver a marketing asset (including the time spent waiting) will end up costing the business. It is also a great way to explain to stakeholders why an item in the backlog is more important than another one that seems equally "urgent".

By prioritizing your backlog by calculating the cost of delaying each initiative, MOs succeed in achieving greater marketing efficiency and generate more value with fewer operating costs.

How Often to Refine Your Backlog

The final crucial note here is not to let your backlog get stale. It should constantly be evolving based on emerging information, data about past campaigns, reactions from your audience, etc.

The MO should always be refining the backlog, adding detail and specificity to items as they near the top. They have to frequently go and have fact-finding meetings with stakeholders to flesh out projects the team will soon work on, and remove items that are no longer strategically relevant.

As we discussed earlier, the team will be pulling work items out regularly, so the MO needs to ensure they always have a steady supply of clearly defined things to work on next. The exact speed at which this needs to happen will depend on the length of a Sprint for Scrum teams, and how quickly Kanban teams process their Ready column.

Not keeping the backlog up to date can result in negative consequences for the marketing organization, such as:

  • Failing to account for changing priorities
  • Making it difficult to achieve a shared understanding of the purpose of the items in the backlog
  • Failing to account for hidden complexities in the processing of the unrefined items

In addition, by frequently refining the marketing backlog and involving the team in the process, the MO can keep everybody engaged and promote collaboration for the sake of doing the right thing at the right time.

What Does a Healthy Marketing Backlog Look Like

A high-functioning marketing backlog has four key attributes that a Marketing Owner should monitor closely. They go by the acronym DEEP, which stands for:

 

Together, these health indicators provide an accurate overview of how well your team and MO take care of your marketing backlog.

Backlog items must be detailed enough to provide direction to those execution team members who have capacity to begin working on them.

Healthy backlogs are emergent by reflecting current reality and indicating what's coming up next for the team.

For those marketing teams using estimation techniques, either all or none of the items in the backlog should be estimated according to the method the team has chosen to pursue.

Last but not least, without proper prioritization among backlog items, the backlog cannot perform as an engine for the team. It's crucial for the backlog to provide clarity about which work is high priority at any given point in time.

A Backlog by Any Other Name...

Call it a backlog, call it a queue, call it your magical Agile to-do’s, just don’t let your backlog become stagnant.

Ruthlessly prioritize it and fill it with all the work your team is responsible for, and the backlog will propel you down the path to high performance.

Ready for the next stage of your journey to marketing agility?