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Learn how to create an online Portfolio Kanban system to manage multiple
projects across your organization.
● Visualize work using Kanban
● Improve quality with clear acceptance criteria
● Track dependencies with linked Kanban cards
● Measure your flow of work to set clear expectations
Online Agile Project
Management using Kanban
About Dimitri Ponomareff
Dimitri Ponomareff is a passionate coach, facilitator and public speaker. He has the
ability to relate to people from all walks of life and at every level within an
organization. He can motivate and energize individuals, teams or entire
organizations. Dimitri is consistently recognized as an effective and successful
change agent who is able to mobilize people on a path of continuous improvement.
Dimitri does everything to ensure he shares his knowledge with others who seek it.
As a certified Coach, Project Manager and Facilitator of "The 7 Habits of Highly Effective People",
Dimitri brings a full spectrum of knowledge in his delivery of methodologies. Through leading by
example, he is able to build teams who understand where to focus their work to generate the most
value.
He has coached and provided tailor-made services and training for a multitude of organizations. The
short list includes, American Express, Blue Cross Blue Shield, Charles Schwab, Bank of America,
Morgan Stanley, Best Western, Choice Hotels, JDA Software, LifeLock, First Solar, Infusionsoft and
Mayo Clinic.
https://www.linkedin.com/in/dimka5/
Kanban
Is this how your flow of work
feels like?
What would happen if we
focused on continuously
improving the flow of work?
Identify and Resolve Bottlenecks
Agile Mindset
We are uncovering better ways of developing software by doing it and helping others
do it. Through this work we have come to value:
That is, while there is value in the items on the right, we value the items on the left
more.
The Lean / Agile Organization
Lean Thinking
How to organize human activities to deliver more benefits to
society and value to individuals while eliminating waste, by
focusing on these concepts: Value, Value Streams, Flow, Pull
and Perfection.
https://kanbanzone.com/resources/lean/ https://kanbanzone.com/resources/agile/
Value Stream Mapping (VSM)
● VSM is a Lean method for analyzing the current state and designing a future state for the
series of events that take a product or service, from its beginning to end.
● VSM is focused on both removal of waste and creating/delivering value.
Record
(½ day)
Test
(1 day)
Analyze
(1 day)
Develop
(3 days)
Deploy
(½ day)
1d 3d 2d 5d
11 days wait + 6 days work = 17 days
6 days work / 17 days total = 35% efficient
Record
(½ day)
Test
(1 day)
Analyze
(1 day)
Develop
(3 days)
Deploy
(½ day)
1d 1d 1d 3d
7 days wait + 6 days work = 13 days
6 days work / 12 days total = 50% efficient
https://kanbanzone.com/resources/lean/value-stream-mapping/
Kanban
The name 'Kanban' originates from Japanese[看板], and translates roughly as
"signboard" or "billboard“.
Kanban is a method for managing work with an emphasis on just-in-time
delivery while not overloading the team members.
The process, from definition of a card to its delivery to the customer, is
displayed for participants to see and team members pull work from a queue.
https://kanbanzone.com/resources/kanban/
Kanban: 4 Principles
1. Start with what you do now
The Kanban method does not prescribe a specific set of roles or process steps. The Kanban method starts with existing roles and processes and
stimulates continuous, incremental and evolutionary changes to the system. The Kanban method is a change management method.
2. Agree to pursue incremental, evolutionary change
The organization (or Team) must agree that continuous, incremental and evolutionary change is the way to make system improvements and
make them stick. Sweeping changes may seem more effective but have a higher failure rate due to resistance and fear in the organization. The
Kanban method encourages continuous small incremental and evolutionary changes to your current system.
3. Respect the current process, roles, responsibilities, and titles
It is likely that the organization currently has some elements that work acceptably and are worth preserving. The Kanban method seeks to drive
out fear in order to facilitate future change. It attempts to eliminate initial fears by agreeing to respect current roles, responsibilities, and job titles
with the goal of gaining broader support.
4. Encourage acts of leadership at all levels
Acts of leadership at all levels in the organization, from individual contributors to senior management, are encouraged.
https://kanbanzone.com/resources/kanban/
Kanban: 5 Properties
1. Visualize the workflow
Seeing all the items in context of each other can be very informative.
2. Limit Work-In-Progress (WIP)
This helps balance the flow-based approach so Teams do not start and commit to too much work at once.
3. Measure and Manage the flow
When a card is Done, a new card can be pulled into play. Over time measure your cycle time, throughput and other
metrics to understand and improve your flow of work.
4. Make process policies explicit
Clarity is critical, provide a framework for the work, so deviation from those goals will not happen.
5. Improve collaboratively (using models and empirical evidence)
Look at models from leaders like Toyota or other teams in your organization successful with Kanban. Use your
experience to keep finding better ways to work.
https://kanbanzone.com/resources/kanban/
Kanban System at Toyota
Philosophy of complete elimination of waste.
“The workplace is a teacher. You can find answers only in the workplace.” Taiichi Ohno (1912–1990)
https://kanbanzone.com/resources/lean/toyota-production-system/
Visualize work
using Kanban
Example: Pandemic Preparedness Plan
From documented Plan to visual Kanban board...
Plan Kanban Board
From Documentation to Action...
Document Kanban Card
Detailed Acceptance Criteria
Traditional Requirements
Just like SMART goals, requirements must
provide smart tasks to confirm that the
requirement is met.
Requirement ABC
Acceptance Criteria
● Measurable Task - 1
● Measurable Task - 2
● Measurable Task - 3
Agile User Stories
As its name indicates, user stories are based on
users, so to confirm that the user is delighted
the focus is on testing that user scenarios are
met.
User Story XYZ
Acceptance Criteria
● Testable User Scenario - 1
● Testable User Scenario - 2
● Testable User Scenario - 3
Predecessor/Successor = to track dependencies
Parent/Child = to track relationship in terms of alignment
Track dependencies with linked Kanban cards
Portfolio Kanban
Agile Organization Visualized on Kanban Boards
Portfolio Kanban
● Align your goals to precise deliverables
that can be tracked
● Flow work efficiently by eliminating
wasteful activities
● Improve continuously with clear feedback
loops
● Focus by finishing work before starting
new work (single-task)
● Visualize to naturally increase your
productivity
https://kanbanzone.com/resources/kanban/portfolio-kanban/
Portfolio Kanban System
Portfolio Kanban - Connected Boards & Cards
https://kanbanzone.com/resources/kanban/portfolio-kanban/
Strategy Board
Discovery Board
Team Board
Portfolio Kanban - Connected Boards & Cards
https://kanbanzone.com/resources/kanban/portfolio-kanban/
Project Board
Team Board
Kanban
Metrics
Throughput for Performance
Throughput is based on actual data to represent the number of cards delivered
in a given period of time on a specific Kanban board. This metric will provide
the team represented on a Kanban board a way to track their performance over
time.
https://kanbanzone.com/2017/throughput-cycle-time-metrics-kanban-performance-responsiveness/
Cycle Time for Responsiveness
Cycle Time is calculated
from the time a card is
worked on by the team until
the time the card is
delivered. In simple terms,
it’s how long a card stays
within the Work-In-Progress
(WIP) columns of your
board.
https://kanbanzone.com/2017/throughput-cycle-time-metrics-kanban-performance-responsiveness/
Estimate with Cycle Time and WIP
By leveraging the Cycle
Time and your WIP Limit,
you can estimate when a
card in your backlog will
get done.
https://kanbanzone.com/2017/estimate-not-kanban-vs-scrum/
Kaizen
Kaizen - The spirit of continuous Improvement
Kaizen is Japanese for improvement or “change for the better”.
In holding Kaizen events, organizations attempt to identify areas
that are waste and how they can improve processes to deliver
value to customers more quickly.
Key elements of kaizen
● Teamwork
● Personal discipline
● Improved morale
● Quality circles
● Suggestions for improvement
https://kanbanzone.com/resources/lean/kaizen/
Online Agile Project
Management using Kanban
Learn how to create an online Portfolio
Kanban system to manage multiple projects
across your organization.
● Visualize work using Kanban
● Improve quality with clear acceptance
criteria
● Track dependencies with linked
Kanban cards
● Measure your flow of work to set clear
expectations
We hope that you
enjoyed this
presentation!
Learn more at KanbanZone.com

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Online Agile Project Management using Kanban

  • 1. Learn how to create an online Portfolio Kanban system to manage multiple projects across your organization. ● Visualize work using Kanban ● Improve quality with clear acceptance criteria ● Track dependencies with linked Kanban cards ● Measure your flow of work to set clear expectations Online Agile Project Management using Kanban
  • 2. About Dimitri Ponomareff Dimitri Ponomareff is a passionate coach, facilitator and public speaker. He has the ability to relate to people from all walks of life and at every level within an organization. He can motivate and energize individuals, teams or entire organizations. Dimitri is consistently recognized as an effective and successful change agent who is able to mobilize people on a path of continuous improvement. Dimitri does everything to ensure he shares his knowledge with others who seek it. As a certified Coach, Project Manager and Facilitator of "The 7 Habits of Highly Effective People", Dimitri brings a full spectrum of knowledge in his delivery of methodologies. Through leading by example, he is able to build teams who understand where to focus their work to generate the most value. He has coached and provided tailor-made services and training for a multitude of organizations. The short list includes, American Express, Blue Cross Blue Shield, Charles Schwab, Bank of America, Morgan Stanley, Best Western, Choice Hotels, JDA Software, LifeLock, First Solar, Infusionsoft and Mayo Clinic. https://www.linkedin.com/in/dimka5/
  • 4. Is this how your flow of work feels like? What would happen if we focused on continuously improving the flow of work? Identify and Resolve Bottlenecks
  • 5. Agile Mindset We are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value: That is, while there is value in the items on the right, we value the items on the left more. The Lean / Agile Organization Lean Thinking How to organize human activities to deliver more benefits to society and value to individuals while eliminating waste, by focusing on these concepts: Value, Value Streams, Flow, Pull and Perfection. https://kanbanzone.com/resources/lean/ https://kanbanzone.com/resources/agile/
  • 6. Value Stream Mapping (VSM) ● VSM is a Lean method for analyzing the current state and designing a future state for the series of events that take a product or service, from its beginning to end. ● VSM is focused on both removal of waste and creating/delivering value. Record (½ day) Test (1 day) Analyze (1 day) Develop (3 days) Deploy (½ day) 1d 3d 2d 5d 11 days wait + 6 days work = 17 days 6 days work / 17 days total = 35% efficient Record (½ day) Test (1 day) Analyze (1 day) Develop (3 days) Deploy (½ day) 1d 1d 1d 3d 7 days wait + 6 days work = 13 days 6 days work / 12 days total = 50% efficient https://kanbanzone.com/resources/lean/value-stream-mapping/
  • 7. Kanban The name 'Kanban' originates from Japanese[看板], and translates roughly as "signboard" or "billboard“. Kanban is a method for managing work with an emphasis on just-in-time delivery while not overloading the team members. The process, from definition of a card to its delivery to the customer, is displayed for participants to see and team members pull work from a queue. https://kanbanzone.com/resources/kanban/
  • 8. Kanban: 4 Principles 1. Start with what you do now The Kanban method does not prescribe a specific set of roles or process steps. The Kanban method starts with existing roles and processes and stimulates continuous, incremental and evolutionary changes to the system. The Kanban method is a change management method. 2. Agree to pursue incremental, evolutionary change The organization (or Team) must agree that continuous, incremental and evolutionary change is the way to make system improvements and make them stick. Sweeping changes may seem more effective but have a higher failure rate due to resistance and fear in the organization. The Kanban method encourages continuous small incremental and evolutionary changes to your current system. 3. Respect the current process, roles, responsibilities, and titles It is likely that the organization currently has some elements that work acceptably and are worth preserving. The Kanban method seeks to drive out fear in order to facilitate future change. It attempts to eliminate initial fears by agreeing to respect current roles, responsibilities, and job titles with the goal of gaining broader support. 4. Encourage acts of leadership at all levels Acts of leadership at all levels in the organization, from individual contributors to senior management, are encouraged. https://kanbanzone.com/resources/kanban/
  • 9. Kanban: 5 Properties 1. Visualize the workflow Seeing all the items in context of each other can be very informative. 2. Limit Work-In-Progress (WIP) This helps balance the flow-based approach so Teams do not start and commit to too much work at once. 3. Measure and Manage the flow When a card is Done, a new card can be pulled into play. Over time measure your cycle time, throughput and other metrics to understand and improve your flow of work. 4. Make process policies explicit Clarity is critical, provide a framework for the work, so deviation from those goals will not happen. 5. Improve collaboratively (using models and empirical evidence) Look at models from leaders like Toyota or other teams in your organization successful with Kanban. Use your experience to keep finding better ways to work. https://kanbanzone.com/resources/kanban/
  • 10. Kanban System at Toyota Philosophy of complete elimination of waste. “The workplace is a teacher. You can find answers only in the workplace.” Taiichi Ohno (1912–1990) https://kanbanzone.com/resources/lean/toyota-production-system/
  • 13. From documented Plan to visual Kanban board... Plan Kanban Board
  • 14. From Documentation to Action... Document Kanban Card
  • 15. Detailed Acceptance Criteria Traditional Requirements Just like SMART goals, requirements must provide smart tasks to confirm that the requirement is met. Requirement ABC Acceptance Criteria ● Measurable Task - 1 ● Measurable Task - 2 ● Measurable Task - 3 Agile User Stories As its name indicates, user stories are based on users, so to confirm that the user is delighted the focus is on testing that user scenarios are met. User Story XYZ Acceptance Criteria ● Testable User Scenario - 1 ● Testable User Scenario - 2 ● Testable User Scenario - 3
  • 16. Predecessor/Successor = to track dependencies Parent/Child = to track relationship in terms of alignment Track dependencies with linked Kanban cards
  • 18. Agile Organization Visualized on Kanban Boards
  • 19. Portfolio Kanban ● Align your goals to precise deliverables that can be tracked ● Flow work efficiently by eliminating wasteful activities ● Improve continuously with clear feedback loops ● Focus by finishing work before starting new work (single-task) ● Visualize to naturally increase your productivity https://kanbanzone.com/resources/kanban/portfolio-kanban/
  • 21. Portfolio Kanban - Connected Boards & Cards https://kanbanzone.com/resources/kanban/portfolio-kanban/ Strategy Board Discovery Board Team Board
  • 22. Portfolio Kanban - Connected Boards & Cards https://kanbanzone.com/resources/kanban/portfolio-kanban/ Project Board Team Board
  • 24. Throughput for Performance Throughput is based on actual data to represent the number of cards delivered in a given period of time on a specific Kanban board. This metric will provide the team represented on a Kanban board a way to track their performance over time. https://kanbanzone.com/2017/throughput-cycle-time-metrics-kanban-performance-responsiveness/
  • 25. Cycle Time for Responsiveness Cycle Time is calculated from the time a card is worked on by the team until the time the card is delivered. In simple terms, it’s how long a card stays within the Work-In-Progress (WIP) columns of your board. https://kanbanzone.com/2017/throughput-cycle-time-metrics-kanban-performance-responsiveness/
  • 26. Estimate with Cycle Time and WIP By leveraging the Cycle Time and your WIP Limit, you can estimate when a card in your backlog will get done. https://kanbanzone.com/2017/estimate-not-kanban-vs-scrum/
  • 28. Kaizen - The spirit of continuous Improvement Kaizen is Japanese for improvement or “change for the better”. In holding Kaizen events, organizations attempt to identify areas that are waste and how they can improve processes to deliver value to customers more quickly. Key elements of kaizen ● Teamwork ● Personal discipline ● Improved morale ● Quality circles ● Suggestions for improvement https://kanbanzone.com/resources/lean/kaizen/
  • 29. Online Agile Project Management using Kanban Learn how to create an online Portfolio Kanban system to manage multiple projects across your organization. ● Visualize work using Kanban ● Improve quality with clear acceptance criteria ● Track dependencies with linked Kanban cards ● Measure your flow of work to set clear expectations We hope that you enjoyed this presentation! Learn more at KanbanZone.com