Mastering Epic and Story Tracking: A Comprehensive Guide

In the world of product management, tracking and measuring epics and stories is a crucial component of success. By effectively monitoring the progress and performance of your development work, you can ensure that your team stays on track and meets their goals. In this comprehensive guide, we will explore the best practices for tracking and measuring epics and stories, and how to leverage product metrics to drive success. Whether you’re new to product management or a seasoned pro, this guide will provide valuable insights into optimizing your workflow and achieving your objectives.

Understanding the Basics

Before we dive into the nitty-gritty details of tracking and measuring epics and stories, let’s first establish a solid foundation of knowledge. Epics and stories are fundamental units of work in Agile methodology. Epics are large-scale initiatives or projects that can be broken down into smaller, more manageable stories. Stories, on the other hand, are specific tasks or features that need to be completed in order to achieve the epic’s goal. By breaking down large-scale projects into smaller stories, teams can work more efficiently, prioritize tasks, and ensure continuous progress.

The Importance of Tracking and Measuring

Tracking and measuring epics and stories is essential for several reasons. Firstly, it allows you to monitor the progress of your development work and ensure that you’re on track to meet your goals. By tracking the completion of individual stories and their associated epics, you can identify any bottlenecks or roadblocks that may be hindering progress. This visibility enables you to take proactive measures to address issues and keep the project moving forward.

Additionally, tracking and measuring provide valuable insights into your team’s performance and productivity. By analyzing metrics such as story point estimation and velocity, you can assess how efficiently your team is working and identify areas for improvement. This data-driven approach allows you to make informed decisions and optimize your workflow for greater efficiency and success.

The Tracking and Measuring Process

So, how exactly do you track and measure epics and stories? Let’s break it down into simple steps:

Step 1: Define Your Metrics

Before you can start tracking and measuring, you need to establish the key metrics that will guide your analysis. Some common metrics to consider include:

  • Story point estimation: This metric measures the effort required to complete a story. It helps you estimate the time and resources needed for each task.
  • Velocity: Velocity measures the number of story points your team can complete within a given timeframe. It provides a snapshot of your team’s productivity and helps you set realistic goals.
  • Completion rate: This metric tracks how many epics and stories are being completed within the expected timeframe. It allows you to gauge the progress of your project and make adjustments as needed.

By defining these metrics upfront, you can ensure that you’re tracking the right data to make informed decisions.

Step 2: Implement a Tracking System

Once you’ve defined your metrics, it’s time to implement a tracking system. There are various tools and software available that can help you keep tabs on your epics and stories. These tools allow you to create visual representations of your progress, such as charts and graphs, so you can easily identify trends and patterns. Choose a system that aligns with your team’s needs and preferences, and ensure that everyone is trained on how to use it effectively.

Step 3: Monitor and Analyze

With your tracking system in place, it’s time to start monitoring and analyzing your data. Regularly review your metrics and charts to get a clear picture of how your epics and stories are progressing. Look for any deviations from the expected completion rate or velocity, as these may indicate issues that need to be addressed. By staying on top of your data, you can catch problems early on and mitigate their impact on your project.

Step 4: Take Action

The final step in the tracking and measuring process is taking action. When you identify any issues or roadblocks, take proactive measures to address them. This may involve reallocating resources, reprioritizing tasks, or adjusting your timeline. The key is to be flexible and responsive to changes in order to keep your project on track and ensure successful delivery.


Tracking and measuring epics and stories is a critical aspect of product management. Establish clear metrics, track effectively, analyze data to optimize workflow, identify improvements, ensure successful project delivery. Remember, the key is to be proactive and responsive to changes, using data-driven insights to guide your decision-making. Follow best practices to confidently track epics and stories, achieving product management goals effectively.

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