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Designing your Kanban Board to
Map your Process
February 26, 2014
Chris Hefley, CEO, LeanKit
Need help mapping your process?
Introductions
Review: Kanban
1.Visualize your work
2.Limit your Work-in-Process (WIP)

This definition comes from the
book Personal Kanban, by Jim
Benson and Tonianne de Maria
Barry
Review: The Kanban Method
4 Basic Principles:
1. Start with what you do now
2. Agree to pursue incremental, evolutionary change
3. Respect the current process, roles, responsibilities and titles
4. Encourage acts of leadership at all levels

The Kanban Method was
developed by David J. Anderson
Review: The Kanban Method
5 Core Properties
1. Visualize the Workflow
2. Limit WIP
3. Manage Flow
4. Make Process Policies Explicit
5. Improve Collaboratively
What Process To Model?

The Team
A Rule of Thumb
Grammar is fun!

• Cards are often Nouns
(or noun phrases)
• Lanes on the board are often Verbs
(or verb phrases)
Another Way to Put It

Cards: The Things that have
value, that the team delivers.
Lanes: The Activities performed on
the Things in order to deliver them.
Start With What You Do Now
• Map the process collaboratively, as an exercise
for the entire team
• Resist the urge to re-engineer or make
improvements
to the process

Just start with what you do now
Exercise: Discovering Work-in-Process
5 Minutes:
On a sheet of paper, write down 5-10
things that you’re currently working on.
Exercise: Discovering Work-in-Process
10 Minutes:
For each item of WIP you wrote down,
answer the following questions:
1.
2.
3.
4.

What type of work is it?
Where is it now?
Where was it just before I got it?
Where will it go when I’m done with it?

(Try doing this exercise in pairs)
What type of work is it?
•
•
•
•
•
•
•
•
•
•
•
•
•

Project
Deliverable
User Story
Task
Request
Ticket
Defect
Feature
Test
Campaign
Requirement
White Paper
Landing Page

These eventually become your card types
Where is it now?
I’m working on it, so I’d say it’s

In Development

I’ve finished it, but it hasn’t been
tested yet, so I’d say it’s

Waiting for Testing
Where was it just before I got it?
Susan, the business analyst, had
it before me. So, I’d say it was

Done with Analysis,
but not yet started in
Development.
Where will it go when I’m done with it?

When I’m done with it, it’ll be

Ready to Deploy

After I’m done with it, it will be

In Production
First shot at mapping your process…
Finally! Time to
draw something!
To Do, Doing, and Done
Most processes boil down to some version of:
To Do, Doing, and Done.
And most of the detail we are looking to model
is in the Doing part.

Once we’ve started it, what steps does
work go through on its way to “Done”?
Systems Thinking
Our team is a System. We
succeed or fail together. Some of
us are specialists, true, but we’re
still one Team.
Work Entering The System
Jeff, I’m gonna need you you to re-calibrate the
unilateral phase detractors of the
RetroEncabulator, and I need it done by Monday.

Identify the

Source of Demand
Sure thing, Mr Lumbergh.
Should be no problem at all.

There’s often more
than one!
Work Exiting the System
Where does work go when the team is
“Done” with it?
Where is it when you stop thinking
about it and move on to the next
thing?
Looking for Queues
“Searching for Queues”, get it?
Ha! You know, because
“queues” sounds like “clues”,
see?
Queues, and Who “Owns” them.
“Ownership”

“Ownership”

This “Done” lane
is a Queue

And so is this
“Ready to Deploy”
Why does it matter who owns it?
“Ownership”

It’s about whose WIP limit it counts
against. And it defines “push” vs.
“pull”.

A Pull system helps me balance my
demand against my available
throughput, and prevents major
WIP from building up around my
bottlenecks.
Push vs. Pull
Um…Ok.

Design is done.
I’m Pushing it into your ready queue.
You own it now.
Push vs. Pull
Thanks. I’ll pull it
and start working on
it when I have
capacity
Design is
Done.
Handoffs
For many teams, there are handoffs
in the process where the work leaves
your control.
For example, a development team
where a software release must be
submitted to another department
for approval before release.
Ideally, you want to reduce those
friction points. But until you do, call
them out specifically on your kanban
board.
Examples
Sub-Lanes

Don’t forget to
“Start with what
you do now”. These
are just examples of
how you might
visually model your
current reality.
Parallel Workflows
An “Expedite” Lane across the top
Getting your WIP on the Board

Improve collaboratively
Looking for Hidden WIP

Am I working on, or waiting
on, any WIP that’s not on the
board?
Metrics
Start with the basics:
• Total WIP
• Blockers
• Throughput
(Cards complete/day)
Anti-Patterns
• A lane per person

Kanban Pro Tip
Keeping the work
moving is much more
important than keeping
the workers busy.

I expect each individual to perform
at optimum capacity!
Multiple Value Streams
• What if we’re not really “one team”?
Start with What you Do Now

Pursue Incremental, Evolutionary Change
Questions?
• Should you map more than once process on
the same board?
• What level of granularity is suitable when
dealing with large, complex workflows?
• What’s your opinion on using a web-based
board vs. a physical board?
• Can Kanban be incorporated into a non-Agile
workplace?
Next Steps
• Give it a try – and remember you don’t have
to get it 100% right.
• We’ll be sending you some additional
resources to help you get started:
– Blog post by Jim Benson, co-author of Personal
Kanban
– Short video on how to modify your board in
LeanKit so that it reflects the steps in your process
Designing your Kanban board to map
your process

Thanks!
Claire.george@leankit.com

Chris.Hefley@leankit.com

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Designing your kanban board to map your process

  • 1. Designing your Kanban Board to Map your Process February 26, 2014 Chris Hefley, CEO, LeanKit
  • 2. Need help mapping your process?
  • 4. Review: Kanban 1.Visualize your work 2.Limit your Work-in-Process (WIP) This definition comes from the book Personal Kanban, by Jim Benson and Tonianne de Maria Barry
  • 5. Review: The Kanban Method 4 Basic Principles: 1. Start with what you do now 2. Agree to pursue incremental, evolutionary change 3. Respect the current process, roles, responsibilities and titles 4. Encourage acts of leadership at all levels The Kanban Method was developed by David J. Anderson
  • 6. Review: The Kanban Method 5 Core Properties 1. Visualize the Workflow 2. Limit WIP 3. Manage Flow 4. Make Process Policies Explicit 5. Improve Collaboratively
  • 7. What Process To Model? The Team
  • 8. A Rule of Thumb Grammar is fun! • Cards are often Nouns (or noun phrases) • Lanes on the board are often Verbs (or verb phrases)
  • 9. Another Way to Put It Cards: The Things that have value, that the team delivers. Lanes: The Activities performed on the Things in order to deliver them.
  • 10. Start With What You Do Now • Map the process collaboratively, as an exercise for the entire team • Resist the urge to re-engineer or make improvements to the process Just start with what you do now
  • 11. Exercise: Discovering Work-in-Process 5 Minutes: On a sheet of paper, write down 5-10 things that you’re currently working on.
  • 12. Exercise: Discovering Work-in-Process 10 Minutes: For each item of WIP you wrote down, answer the following questions: 1. 2. 3. 4. What type of work is it? Where is it now? Where was it just before I got it? Where will it go when I’m done with it? (Try doing this exercise in pairs)
  • 13. What type of work is it? • • • • • • • • • • • • • Project Deliverable User Story Task Request Ticket Defect Feature Test Campaign Requirement White Paper Landing Page These eventually become your card types
  • 14. Where is it now? I’m working on it, so I’d say it’s In Development I’ve finished it, but it hasn’t been tested yet, so I’d say it’s Waiting for Testing
  • 15. Where was it just before I got it? Susan, the business analyst, had it before me. So, I’d say it was Done with Analysis, but not yet started in Development.
  • 16. Where will it go when I’m done with it? When I’m done with it, it’ll be Ready to Deploy After I’m done with it, it will be In Production
  • 17. First shot at mapping your process… Finally! Time to draw something!
  • 18. To Do, Doing, and Done Most processes boil down to some version of: To Do, Doing, and Done. And most of the detail we are looking to model is in the Doing part. Once we’ve started it, what steps does work go through on its way to “Done”?
  • 19. Systems Thinking Our team is a System. We succeed or fail together. Some of us are specialists, true, but we’re still one Team.
  • 20. Work Entering The System Jeff, I’m gonna need you you to re-calibrate the unilateral phase detractors of the RetroEncabulator, and I need it done by Monday. Identify the Source of Demand Sure thing, Mr Lumbergh. Should be no problem at all. There’s often more than one!
  • 21. Work Exiting the System Where does work go when the team is “Done” with it? Where is it when you stop thinking about it and move on to the next thing?
  • 22. Looking for Queues “Searching for Queues”, get it? Ha! You know, because “queues” sounds like “clues”, see?
  • 23. Queues, and Who “Owns” them. “Ownership” “Ownership” This “Done” lane is a Queue And so is this “Ready to Deploy”
  • 24. Why does it matter who owns it? “Ownership” It’s about whose WIP limit it counts against. And it defines “push” vs. “pull”. A Pull system helps me balance my demand against my available throughput, and prevents major WIP from building up around my bottlenecks.
  • 25. Push vs. Pull Um…Ok. Design is done. I’m Pushing it into your ready queue. You own it now.
  • 26. Push vs. Pull Thanks. I’ll pull it and start working on it when I have capacity Design is Done.
  • 27. Handoffs For many teams, there are handoffs in the process where the work leaves your control. For example, a development team where a software release must be submitted to another department for approval before release. Ideally, you want to reduce those friction points. But until you do, call them out specifically on your kanban board.
  • 28. Examples Sub-Lanes Don’t forget to “Start with what you do now”. These are just examples of how you might visually model your current reality.
  • 30. An “Expedite” Lane across the top
  • 31. Getting your WIP on the Board Improve collaboratively
  • 32. Looking for Hidden WIP Am I working on, or waiting on, any WIP that’s not on the board?
  • 33. Metrics Start with the basics: • Total WIP • Blockers • Throughput (Cards complete/day)
  • 34. Anti-Patterns • A lane per person Kanban Pro Tip Keeping the work moving is much more important than keeping the workers busy. I expect each individual to perform at optimum capacity!
  • 35. Multiple Value Streams • What if we’re not really “one team”?
  • 36. Start with What you Do Now Pursue Incremental, Evolutionary Change
  • 37. Questions? • Should you map more than once process on the same board? • What level of granularity is suitable when dealing with large, complex workflows? • What’s your opinion on using a web-based board vs. a physical board? • Can Kanban be incorporated into a non-Agile workplace?
  • 38. Next Steps • Give it a try – and remember you don’t have to get it 100% right. • We’ll be sending you some additional resources to help you get started: – Blog post by Jim Benson, co-author of Personal Kanban – Short video on how to modify your board in LeanKit so that it reflects the steps in your process
  • 39. Designing your Kanban board to map your process Thanks! Claire.george@leankit.com Chris.Hefley@leankit.com