epic-identification

Epic Identification

Quick Actions & Routing

User Intent	Action	Resource
Reviewing vision first	Understand scope and capabilities	Step 1: Review the Vision
Identifying capabilities	Apply discovery techniques	references/discovery-techniques.md
Naming epics	Use epic naming patterns	Step 4: Name and Describe Each Epic
Checking completeness	Perform gap analysis	Step 5: Validate Completeness
Creating epic issues	Use template	references/epic-template.md
Viewing examples	Load sample epic set	examples/example-epic-set.md

Command Integration

The /re:identify-epics command guides epic creation in GitHub Projects. This skill provides the methodology for identifying and defining epics—including discovery techniques (user journey mapping, capability decomposition), validation criteria, and common patterns. Load this skill for technique guidance beyond what the command provides.

Overview

Systematically decompose a product vision into well-defined epics—major capabilities or features that can be further broken down into user stories and tasks. Epics represent significant bodies of work that are too large for a single iteration but directly contribute to achieving the vision.

Purpose

Epics serve as the middle layer in the requirements hierarchy:

• Above: Product Vision (the "why" and "what" at highest level)
• Epics: Major capabilities (the "what" at feature level)
• Below: User Stories (the "what" at detailed level)

Well-defined epics:

• Organize work into logical, valuable chunks
• Enable roadmap planning and sequencing
• Provide clear scope boundaries for teams
• Facilitate prioritization of major capabilities

Prerequisite

Vision must exist before identifying epics. If no vision exists, use the vision-discovery skill first.

Epic Identification Process

Step 1: Review the Vision

Begin by thoroughly understanding the vision:

Key Actions:

• Read the vision issue in GitHub Projects
• Identify core capabilities mentioned or implied
• Note user goals and success metrics
• Understand scope boundaries (what's included/excluded)

Guidelines:

• Identify major capabilities the solution needs
• Map user journeys that must be supported
• Note integration points and dependencies
• Review success metrics driving capability requirements

Examples:

• ✅ Review vision, identify 3 user types and 5 core capabilities before proceeding
• ✅ Map "user uploads file → processes → downloads result" as a key journey
• ❌ Skip vision review and jump straight to naming epics
• ❌ Focus only on technical capabilities, ignoring user goals

Step 2: Identify Major Capabilities

Break down the vision into distinct major capabilities:

Key Actions:

• Apply multiple discovery techniques (below)
• Group related functionality into logical capabilities
• Identify 5-10 major things the product must do

Guidelines:

Apply discovery techniques from references/discovery-techniques.md:

• User Journey Mapping
• Capability Decomposition
• Stakeholder Needs Analysis
• Technical Enablers Identification

See reference for detailed process and examples for each technique.

Examples:

• ✅ "User Onboarding", "Content Creation", "Analytics & Reporting"
• ✅ "User Authentication", "Data Import/Export", "Collaboration Features"
• ✅ "User Management", "Permissions & Access Control"
• ✅ "Third-party Integrations", "Data Synchronization"

Step 3: Define Epic Characteristics

For each identified capability, determine if it qualifies as an epic:

Key Actions:

• Evaluate each capability against epic criteria
• Check size appropriateness
• Combine or split as needed

Guidelines:

• Valuable: Delivers significant user or business value
• Large: Too big to complete in a single iteration (typically multiple user stories)
• Cohesive: Represents a logical grouping of related functionality
• Bounded: Has clear scope—what's included and excluded
• Measurable: Success can be defined and tracked

Size Guidelines:

• An epic typically contains 3-12 user stories
• Takes multiple sprints/iterations to complete
• If smaller, consider combining with related epics
• If larger, consider splitting into multiple epics

Examples:

• ✅ "User Authentication" epic: valuable (enables access), large (multiple stories), cohesive (all auth-related), bounded (login/logout/reset only)
• ✅ Split "Platform" into "User Management", "Content Management", "Analytics" (each meets criteria)
• ❌ "Add login button" as an epic (too small—this is a task)
• ❌ "Build the product" as an epic (too large—needs decomposition)

Step 4: Name and Describe Each Epic

Create clear, descriptive titles and summaries:

Key Actions:

• Create descriptive titles for each epic
• Write structured descriptions using template
• Ensure names focus on capability, not implementation

Guidelines:

• Use noun phrases describing the capability
• Be specific but concise (3-6 words)
• Focus on "what" not "how"

Examples:

• ✅ "User Authentication & Authorization"
• ✅ "Campaign Performance Dashboard"
• ✅ "Automated Email Notifications"
• ✅ "Third-party Calendar Integration"
• ❌ "Build the backend" (too vague, technical)
• ❌ "Make users happy" (outcome, not capability)
• ❌ "Phase 1" (not descriptive)

Epic Issue Template (Quick Reference)

For comprehensive templates with domain-specific examples, see references/epic-template.md.

## Epic Overview
[Brief description]

## Value Proposition
[Why this matters]

## Scope
- Included: [capabilities]
- Excluded: [out of scope]

## Success Criteria
- [ ] [Measurable outcomes]

Step 5: Validate Completeness

Ensure all necessary epics have been identified:

Key Actions:

• Verify epics collectively deliver the full vision
• Identify and fill any gaps
• Map epics back to vision sections

Guidelines:

• Verify epics collectively deliver the full vision
• Identify gaps in user journeys or capabilities
• Confirm coverage of all target user types and their needs
• Check that success metrics are addressable with these epics
• Ensure infrastructure and technical epics are identified

Gap Analysis Technique:

• Map epics back to vision sections (problem, users, capabilities, metrics)
• Identify vision elements not covered by any epic
• Create additional epics to fill gaps

Examples:

• ✅ Discover vision mentions "mobile access" but no epic covers it → add "Mobile Application" epic
• ✅ Map 8 epics to vision and confirm all 4 user types have supporting capabilities
• ❌ Assume 3 epics cover everything without checking against vision
• ❌ Skip completeness check and proceed directly to issue creation

Step 6: Organize and Prioritize

Structure epics for planning and sequencing:

Key Actions:

• Group related epics logically
• Map dependencies between epics
• Apply initial prioritization

Guidelines:

Logical Grouping:

• Group related epics (e.g., all authentication-related, all reporting-related)
• Identify epic clusters that deliver cohesive value together

Dependency Mapping:

• Identify which epics must come before others
• Map the critical path through epic delivery

Initial Prioritization:

• Apply MoSCoW framework (Must/Should/Could/Won't)
• Consider value, risk, dependencies, effort
• Use the prioritization skill for detailed prioritization

Examples:

• ✅ "User Authentication" likely precedes "User Profile Management"
• ✅ Group: Authentication → Profile → Settings (related cluster)

Step 7: Create Epic Issues in GitHub Projects

For each epic, create a GitHub issue in the relevant GitHub Project:

Key Actions:

• Create GitHub issue for each epic
• Set custom fields (Type, Priority, Status)
• Apply labels and link to Vision as parent

Guidelines:

Issue Title: "[Epic Name]"

Issue Description: Full epic definition using template

Custom Fields:

• Type: Epic
• Priority: [Must Have / Should Have / Could Have]
• Status: Not Started

Labels:

• type:epic
• priority:[moscow-level]

Parent: Link to Vision issue as parent

All user stories for this epic will be created as child issues, establishing hierarchy.

Examples:

• ✅ Create issue titled "User Authentication & Authorization" with Type=Epic, Priority=Must Have, linked to Vision #1
• ✅ Include clear scope in issue body: "Includes: login, logout, password reset. Excludes: SSO, social login"
• ❌ Create issue with vague title "Auth stuff" and no description
• ❌ Forget to set Type field to Epic or link to parent Vision issue

Epic Templates and Patterns

For common epic patterns (universal and domain-specific) and working examples, consult references/common-patterns.md.

Best Practices

Right Level of Granularity

Epics should be:

• Not too big: "Build the entire platform" → Split into multiple epics
• Not too small: "Add a button" → This is a task, not an epic
• Just right: "Shopping Cart & Checkout" → Major capability with multiple stories

Ensure User-Centric Value

Every epic should answer: "What can users do with this that they couldn't before?"

If an epic is purely technical with no user-facing impact, consider:

• Is it really necessary as a standalone epic?
• Can it be folded into a user-facing epic?
• Is it an enabler for multiple epics? (Then it's valid as infrastructure epic)

Avoid Epic Overlap

Epics should be distinct and non-overlapping:

• Clear boundaries between epics
• Related functionality grouped into one epic, not split across several
• If unsure, combine into one epic and split later if needed

Plan for Iteration

Epics will likely be refined:

• Initial identification may miss epics—add them as discovered
• Epics may be split or combined as understanding grows
• Scope boundaries may shift during user story creation
• This is normal—embrace learning and adaptation

Common Pitfalls to Avoid

Watch for wrong granularity (too many/few epics), implementation-focused names, vague names, and missing infrastructure epics. See references/common-pitfalls.md for detailed examples and remediation.

Quick Reference: Epic Identification Flow

Step	Action	Output
1	Review Vision	Problem, users, capabilities, metrics understood
2	Identify Capabilities	Journey mapping, decomposition, stakeholder needs applied
3	Validate as Epics	Valuable, large, cohesive, bounded, measurable confirmed
4	Name & Describe	Clear titles, structured descriptions using template
5	Check Completeness	All vision elements covered, no gaps
6	Organize & Prioritize	Logical grouping, dependencies mapped, MoSCoW applied
7	Create Issues	Added to GitHub Projects as children of vision
—	Next	Move to user story creation for each epic

Integration with Requirements Lifecycle

Before Epic Identification

Vision exists (created via vision-discovery skill)

• Problem, users, solution, success metrics defined
• Scope boundaries established

During Epic Identification

Create epic issues in GitHub Projects

• Each epic is a child of the vision issue
• Epics organized and prioritized

After Epic Identification

Proceed to user story creation (user-story-creation skill)

• Select an epic and break it down into stories
• Iterate epic-by-epic until all epics have stories

Reference Files

Load references based on context:

Reference	When to Load	Path
discovery-techniques.md	Applying multiple discovery methods or user needs technique guidance	references/discovery-techniques.md
epic-template.md	Creating epic issue content or user requests templates	references/epic-template.md
common-patterns.md	User's domain is identified for pattern suggestions	references/common-patterns.md
common-pitfalls.md	Reviewing epics for quality or troubleshooting epic definition issues	references/common-pitfalls.md

Examples

Working examples that can be copied and adapted:

Example	Use Case	Path
example-epic-issue.md	Creating a single epic issue with full detail	examples/example-epic-issue.md
example-epic-set.md	Viewing a complete set of 8 epics for a sample product	examples/example-epic-set.md

Related Skills

Load these skills when epic work reveals needs beyond this skill's scope:

Epic Context	Load Skill	Routing Trigger
No vision exists or vision needs revision	vision-discovery	User needs to create or refine the product vision
Epics are complete and user wants stories	user-story-creation	User is ready to break an epic into user stories
Epic priorities need to be established	prioritization	User needs to apply MoSCoW framework to epics
Epics need stakeholder validation	requirements-feedback	User needs to gather input on epic scope or priorities