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Craig Smith
Welcome…

Renee Troughton
@agilerenee

Image: © DIC Entertainment http://www.imisstheoldschool.com/wp-content/uploads/2011...
Image: http://3.bp.blogspot.com/-V6LkCqRzKsg/URgIsr021-I/AAAAAAAAAl0/xDTQYFNRo84/s1600/captain_obvious_by_stuartmcghee-d5m...
But…
We see
Crime
Scene
Walls
every
day!
Image: © Jerry Bruckheimer Television
http://images2.fanpop.com/image/photos/8600...
What Is Visual Management?

“

…information
is
communicated
by
using visual signals
instead of texts or
other
written
inst...
Effective
retention
3 days after
a meeting

Spoken word only
Visual + Oral

Human Learning Retention
Taste
Hearing Smell

...
The flow today
Flow
Management

Complexity
Thinking

The Zone

Gamification

Usability

Final
Thoughts
Visual Management:
Flow Management
Image: © Thunderbox Films http://qfxblog.files.wordpress.com/2011/11/kenny.jpg
To Do

Analysis

Develop

The Basic Flow

Test

Done

Agile
101 tells
us to
build a
wall like
this
To Do
Analysis
Develop

Test
Done

Often
results in
this

The Basic Flow

11
Avoid The Agile Waterfall
Clear Instructions
Instructions
for adding a
card

Development Done:
• Code complete & reviewed
• Unit Tests pass & comple...
Multi-Sprint Backlog

Can see a little
further down the
road…
Manage
your work
via WIP

Groom
your
backlog
as you go

Works
well for
Kanban
(but
iterative
as well)

Horizon & Queues
Story Map Backlog
Map out the
features and
dependencies
required

Map out features
on a wall
Value Tree Backlog

Single Feature,
bottom up growth
Visualising the
priorities for
multiple product
owners

Multiple P/O Backlog
Doing

Done

To Do

Timeline Board
Build / Measure / Learn
Repeat

Lean Startup Board

C
Done by
Cycle
Time

Done by
Time

Done By…
Done Burn…

vs

versus

Are we on
track for end
of iteration?
Limited WIP
of 3
Tracks
stories &
tasks

Hourglass
Scrum Hero
As part of a
larger zone

Limited WIP
of 8
Doing
Representative
size
Done!

To Do

Balloon Board
LEGO Portfolio Board
DUPLO holes = Expected size
(people)

Lower level =
Number of
people
needed
Upper level =
Number of
p...
LEGO Portfolio Board
Lego Portfolio Management

Why
Are
Doing
This?
Why
Are
Doing
This?

High
Depend,
High Risk
Under
Reso...
Back At
Build boards to
Work? visualise problems
that you have

Keep it simple, but
visual
Keep
experimenting (or
refine y...
Visual Management:
The Zone
Image: © Paramount Pictures http://www.sorrisi.com/wp-content/uploads/2012/06/School-of-rock.j...
Task
Board

Story
Wall

Which means work
items should not be
called tasks, user
stories or
kanbans…

Kanban
Board

They ar...
Who Cares About
Transparency?
Management

The Team

The Customer

Which teams need my
support to remove
blockers and waste...
Metrics
People

Visual
Management
Zone

Environment
Knowledge
Artefacts

Flow Zone

What’s Makes up
the Zone?
R
The Zone:
Metrics
Cumulative
Flow
Diagram

500

Burn Up
Chart

450
400
350

300
250
200
150
100
50

Scope (points)
0 8

11...
Lobster
Lunch
Risk Heat
Map
Now
Targeting

The Zone:
Metrics
Code
Climate

Sonar

The Zone:
Metrics
Qualitative &
Quantitative

Maturity
Assessment

The Zone:
Metrics
Mood
Chart
Leave
Calendars
Capability /
Dev Plan

The Zone:
People
R
The Zone:
Environment
Client
Mood

Environment
Status

Build
Status

C
State
Diagrams

Database
Diagrams

The Zone:
Knowledge Artefacts

R
The Zone:
Flow Zone

Blackboard

Whiteboard
Back At
Work?

Seek forgiveness,
rather than
permission
Visual
management isn’t
just a flow board
Your key artefacts
shoul...
Visual Management:
Complexity Thinking

Image: © Warner Bros. Pictures http://www.intellimusica.com/wp-content/uploads/201...
So What Flow To Use?
No Visual
Management?

Basic Flow?

Process
Flow?
At Home

• Predictable
• No Expert
Required

Simple

La Marzocco

• Predictable
• Expert
Required

Complicated

World Bari...
Coffee At Home
At Home

• Predictable
• No Expert
Required

Simple

Is Visual
Management
needed?
La Marzocco

• Predictable
• Expert
Required

Complicated

Is Visual Management needed?
To Do

Doing

Large Latte
2 sugars...
Coffee At A Coffee Shop
To Do

Doing

Large Latte
2 sugars

Flat White

Macchiato
1 Sugar

Done

Cappuccino
2 Sugars

Larg...
• Unpredictable
• Expert
Required

World Barista
Championships

Complex

Is Visual Management needed?
To Do
Get
Stop

tabl...
Systemic Flow Mapping
Net Mapping
(Stakeholders)

Systemic
Mapping
(Organisation)
Image: http://www.infoq.com/resource/art...
Back At
Choose the
Work? complexity of your
work to determine
the complexity of
your board
Some work may
cross over
comple...
Visual Management:
Usability
Image: © 20th Century Fox http://www.ropewalksliverpool.com/images/made/uploads/images/6432-m...
Why do we
care about
usability for
software?

Why don’t we
care about
usability in
visual
management?

Visual Management:
...
Index Cards

Have a low
variability in sizes
and shapes of
cards
As a creator of user stories
I want to use the right coloured
pen
So that it is quicker for the
brain to read

Use a pen t...
Writing Style
As a creator of user stories
I want to write neatly
So that it is quicker for the brain to
read and recognis...
Use real photos not
characters or
images
Renee T

Although, balance
this with fun or
team theme.
Tokens to
determine statu...
User Story Templates
As Craig
I want my picture used for my persona
So that it is quicker to recognise all the
work for me...
Can you zoom in on an
area of interest?

Can you stand back and
see the whole flow?

Board Size

Continuous Delivery
is lo...
Board Contrast
Ensure that flow lines
are not higher in
contrast than the work
items

Have a strong contrast
between the w...
Create
relatedness of
sections through
colours

Create
relatedness of
queues through
shading
Paint or
Cardboard

Board Rel...
Back At
Work?

Think about
design when
initiating a team
Find solutions that
are quick but
effective
Good design ==
faster...
Visual Management:
Gamification
Should
work
be
fun?

Image: http://3.bp.blogspot.com/-BQOFvq6Glsk/TWUDjAesz0I/AAAAAAAAADM/cFJWykp8ADM/s1600/fun+at+work.jp...
Achievements Wall
I don’t mind a good game
of blackjack too
.
All cards on the team’s flow
board have estimates
against th...
Broken
Build
Hat

IDE Broken
Build Messages

Get Out…
Free Cards

Gaming Development
Back At
Work?

Make work fun!
Choose your
gaming to the
environment and
the people

Intrinsic
motivation trumps
extrinsic ...
Image: http://www.laboratoriopop.com.br/imagensUpload/45189434231.jpg

Final Thoughts
Probably not!

Is my
wall
telling
me the
whole
story?

Start by mapping the
flow
Keep adjusting

Image: http://ctparenting...
Always go back to the
zone for discussions
about work
Lead others by
example and take all
meetings or status
updates to th...
But my team is distributed…
Like distributed
Agile, it takes
more work!

You need an
electronic zone
The default tool
dash...
Image: © Bays & Thomas Productions http://3.bp.blogspot.com/-sLp9UDsboyU/TWExLggxICI/AAAAAAAAAp4/53_rS2PrzPM/s1600/Barney+...
Our
ultimate
goal is to
deliver
value &
good
quality!
Image: © Miller-Milkis Productions http://www.cointalk.com/attachmen...
We are grateful to
assistance from:

@craigstrong

Craig Smith
craigsmith.id.au
theagilerevolution.com
unbounddna.com
crai...
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Visual Management: Leading With What You Can See

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Presentation by Craig Smith delivered at Agile Encore 2013 in Melbourne on 14 November 2013. Using task boards or story walls is a key Agile practice, but are you making the most of it? Visual Management is more than just putting cards on a wall, it is a growing style of management that focuses on managing work only by what you can see rather than reports or paper being shuffled around. Visual Management allows you to understand the constraints in the system, mitigate risks before they become issues, report on progress from the micro to the macro. Visual Management can also be used to demonstrate to customers and clients where the work they care about is at. This presentation is all about taking the management of your work to the next stage of transparency.

Published in: Technology, Business

Transcript of "Visual Management: Leading With What You Can See"

  1. 1. Craig Smith
  2. 2. Welcome… Renee Troughton @agilerenee Image: © DIC Entertainment http://www.imisstheoldschool.com/wp-content/uploads/2011/06/inspector-gadget-the-original-series-20060223115624749-000.jpg
  3. 3. Image: http://3.bp.blogspot.com/-V6LkCqRzKsg/URgIsr021-I/AAAAAAAAAl0/xDTQYFNRo84/s1600/captain_obvious_by_stuartmcghee-d5mbxhw.jpg WARNING! Much of this may seem obvious
  4. 4. But… We see Crime Scene Walls every day! Image: © Jerry Bruckheimer Television http://images2.fanpop.com/image/photos/8600000/CSI-Las-Vegas-Episode-10-06-Promotional-Photos-csi-8615465-2000-1331.jpg
  5. 5. What Is Visual Management? “ …information is communicated by using visual signals instead of texts or other written instructions. The design is deliberate in allowing quick recognition of the information being communicated, in order to increase efficiency and clarity. Everyday Visual Management Image: © Charles M. Schulz / Universal UClick http://4.bp.blogspot.com/_FYLeQ4ABYTA/TP5pZEWX29I/AAAAAAAAH_Q/167AW75OrHE/s1600/a_charlie_brown_christmas_13.jpg http://www.thebestodds.com.au/wp-content/uploads/2010/07/hawks.jpg http://blog.toyota.co.uk/wp-content/uploads/2013/05/Kanban.jpg
  6. 6. Effective retention 3 days after a meeting Spoken word only Visual + Oral Human Learning Retention Taste Hearing Smell Touch Visual Why It Is Important
  7. 7. The flow today Flow Management Complexity Thinking The Zone Gamification Usability Final Thoughts
  8. 8. Visual Management: Flow Management Image: © Thunderbox Films http://qfxblog.files.wordpress.com/2011/11/kenny.jpg
  9. 9. To Do Analysis Develop The Basic Flow Test Done Agile 101 tells us to build a wall like this
  10. 10. To Do Analysis Develop Test Done Often results in this The Basic Flow 11
  11. 11. Avoid The Agile Waterfall
  12. 12. Clear Instructions Instructions for adding a card Development Done: • Code complete & reviewed • Unit Tests pass & complete • Acceptance Tests pass & complete • Checked in & build success • Documentation updated Instructions for pushing a card to next queue
  13. 13. Multi-Sprint Backlog Can see a little further down the road…
  14. 14. Manage your work via WIP Groom your backlog as you go Works well for Kanban (but iterative as well) Horizon & Queues
  15. 15. Story Map Backlog Map out the features and dependencies required Map out features on a wall
  16. 16. Value Tree Backlog Single Feature, bottom up growth
  17. 17. Visualising the priorities for multiple product owners Multiple P/O Backlog
  18. 18. Doing Done To Do Timeline Board
  19. 19. Build / Measure / Learn Repeat Lean Startup Board C
  20. 20. Done by Cycle Time Done by Time Done By…
  21. 21. Done Burn… vs versus Are we on track for end of iteration?
  22. 22. Limited WIP of 3 Tracks stories & tasks Hourglass
  23. 23. Scrum Hero As part of a larger zone Limited WIP of 8
  24. 24. Doing Representative size Done! To Do Balloon Board
  25. 25. LEGO Portfolio Board DUPLO holes = Expected size (people) Lower level = Number of people needed Upper level = Number of people allocated LEGO colour = Skill type Divider height = control level for gate DUPLO height = Expected value/ROI DUPLO colour = Business domain
  26. 26. LEGO Portfolio Board Lego Portfolio Management Why Are Doing This? Why Are Doing This? High Depend, High Risk Under Resource Idle People
  27. 27. Back At Build boards to Work? visualise problems that you have Keep it simple, but visual Keep experimenting (or refine your awesomeness) Image: © Thunderbox Films http://image.guardian.co.uk/sys-images/Film/Pix/pictures/2007/09/27/kenny460.jpg
  28. 28. Visual Management: The Zone Image: © Paramount Pictures http://www.sorrisi.com/wp-content/uploads/2012/06/School-of-rock.jpg
  29. 29. Task Board Story Wall Which means work items should not be called tasks, user stories or kanbans… Kanban Board They are things on a wall. What’s In A Name?
  30. 30. Who Cares About Transparency? Management The Team The Customer Which teams need my support to remove blockers and waste? What do I need to work on now? Where is my work at?
  31. 31. Metrics People Visual Management Zone Environment Knowledge Artefacts Flow Zone What’s Makes up the Zone? R
  32. 32. The Zone: Metrics Cumulative Flow Diagram 500 Burn Up Chart 450 400 350 300 250 200 150 100 50 Scope (points) 0 8 11 11 44 7 56 31 43.5 48 42 85 65 36.5 63 55 58.5 55 36.5 50 50 50 0 #01, 03-Dec #02, 21-Dec #03, 15-Jan #04, 25-Jan #05, 08-Feb #06, 22-Feb #07, 08Mar #08, 22- #09, 05-Apr #10, 19-Apr #11, 03Mar May #12, 17May
  33. 33. Lobster Lunch Risk Heat Map Now Targeting The Zone: Metrics
  34. 34. Code Climate Sonar The Zone: Metrics
  35. 35. Qualitative & Quantitative Maturity Assessment The Zone: Metrics
  36. 36. Mood Chart Leave Calendars Capability / Dev Plan The Zone: People R
  37. 37. The Zone: Environment Client Mood Environment Status Build Status C
  38. 38. State Diagrams Database Diagrams The Zone: Knowledge Artefacts R
  39. 39. The Zone: Flow Zone Blackboard Whiteboard
  40. 40. Back At Work? Seek forgiveness, rather than permission Visual management isn’t just a flow board Your key artefacts should be visible in the zone Image: © Paramount Pictures http://www.ruthlessreviews.com/wp-content/uploads/2006/03/schoolofrock.jpg
  41. 41. Visual Management: Complexity Thinking Image: © Warner Bros. Pictures http://www.intellimusica.com/wp-content/uploads/2013/04/Inception-Top-Wallpaper-Sohan-Surag.jpg
  42. 42. So What Flow To Use? No Visual Management? Basic Flow? Process Flow?
  43. 43. At Home • Predictable • No Expert Required Simple La Marzocco • Predictable • Expert Required Complicated World Barista Championships • Unpredictable • Expert Required Complex Complex Coffee
  44. 44. Coffee At Home At Home • Predictable • No Expert Required Simple Is Visual Management needed?
  45. 45. La Marzocco • Predictable • Expert Required Complicated Is Visual Management needed? To Do Doing Large Latte 2 sugars Flat White Macchiato 1 Sugar Done Cappuccino 2 Sugars Large Latte 2 sugars Expresso Variability is Small Coffee At A Coffee Shop
  46. 46. Coffee At A Coffee Shop To Do Doing Large Latte 2 sugars Flat White Macchiato 1 Sugar Done Cappuccino 2 Sugars Large Latte 2 sugars Expresso Variability is Small
  47. 47. • Unpredictable • Expert Required World Barista Championships Complex Is Visual Management needed? To Do Get Stop tablecloth Doing Order cups Test new roast (day 7) Dependency Management Test new roast (day 8) Test new roast (day 9) Waiting Diffuser delivery Significant Variability Events Block Flow Done Test Kenyan Roast Extended Flow Championship Coffee
  48. 48. Systemic Flow Mapping Net Mapping (Stakeholders) Systemic Mapping (Organisation) Image: http://www.infoq.com/resource/articles/net-map/en/resources/NetMap-Example.jpg http://solutioneers.files.wordpress.com/2012/05/systemic-flow-mapping-early-synergystic.png
  49. 49. Back At Choose the Work? complexity of your work to determine the complexity of your board Some work may cross over complexity boundaries Image: © Warner Bros. Pictures http://filmjournal.net/100films/files/2010/08/2010_inception_014-1.jpg
  50. 50. Visual Management: Usability Image: © 20th Century Fox http://www.ropewalksliverpool.com/images/made/uploads/images/6432-minorityreport_600_super_725_340_90_s_c1.jpg
  51. 51. Why do we care about usability for software? Why don’t we care about usability in visual management? Visual Management: Usability Image: © 20th Century Fox http://www.tomcruise.com/blog/wp-content/uploads/2010/04/tom-cruise-minority-report2.jpg
  52. 52. Index Cards Have a low variability in sizes and shapes of cards
  53. 53. As a creator of user stories I want to use the right coloured pen So that it is quicker for the brain to read Use a pen that works! Use a strong contrast of pen to index colour As a creator of user stories I want to use the right coloured pen So that it is quicker for the brain to read Colour Contrast
  54. 54. Writing Style As a creator of user stories I want to write neatly So that it is quicker for the brain to read and recognise the work Although… Research shows hard to read fonts promote better recall. Go figure… Write neatly or print cards. Size does matter! As a creator of user stories I want to write neatly So that it is quicker for the brain to read and recognise the work
  55. 55. Use real photos not characters or images Renee T Although, balance this with fun or team theme. Tokens to determine status Avatars
  56. 56. User Story Templates As Craig I want my picture used for my persona So that it is quicker to recognise all the work for me Be consistent with layout and template Think different Put the value first Don’t write two words or the solution! Use pictures / graphics for personas Use bold / underline to emphasise quick searching In order for it to be quicker to recognise all the work for me As Craig I want my picture used for my persona
  57. 57. Can you zoom in on an area of interest? Can you stand back and see the whole flow? Board Size Continuous Delivery is looking left and right! Avoid Water-ScrumFall
  58. 58. Board Contrast Ensure that flow lines are not higher in contrast than the work items Have a strong contrast between the work items and the surface behind them Painters tape
  59. 59. Create relatedness of sections through colours Create relatedness of queues through shading Paint or Cardboard Board Relatedness
  60. 60. Back At Work? Think about design when initiating a team Find solutions that are quick but effective Good design == faster response == faster delivery Image: © 20th Century Fox http://www.zuguide.com/images/10654/10654.0.570.359.jpg
  61. 61. Visual Management: Gamification
  62. 62. Should work be fun? Image: http://3.bp.blogspot.com/-BQOFvq6Glsk/TWUDjAesz0I/AAAAAAAAADM/cFJWykp8ADM/s1600/fun+at+work.jpg
  63. 63. Achievements Wall I don’t mind a good game of blackjack too . All cards on the team’s flow board have estimates against them The only way is up! The Cumulative Flow Diagram has been consistently updated each day for four weeks .
  64. 64. Broken Build Hat IDE Broken Build Messages Get Out… Free Cards Gaming Development
  65. 65. Back At Work? Make work fun! Choose your gaming to the environment and the people Intrinsic motivation trumps extrinsic driven goals Image: http://www.agent-x.com.au/wp-content/uploads/2010/01/Pacman_on_twitter-0723634-218bc0c.jpg
  66. 66. Image: http://www.laboratoriopop.com.br/imagensUpload/45189434231.jpg Final Thoughts
  67. 67. Probably not! Is my wall telling me the whole story? Start by mapping the flow Keep adjusting Image: http://ctparentingclass.com/wp-content/uploads/2012/12/lets-talk-post-it-notes-300x199.jpg
  68. 68. Always go back to the zone for discussions about work Lead others by example and take all meetings or status updates to the wall Image: http://www.romanpichler.com/blog/wp-content/uploads/2011/02/iStock_000014624446Medium.jpg Reinforce the zone
  69. 69. But my team is distributed… Like distributed Agile, it takes more work! You need an electronic zone The default tool dashboards are average Image: http://ezylearn.com.au/wordpress/wp-content/uploads/2013/04/Lonely-office-man-003.jpg
  70. 70. Image: © Bays & Thomas Productions http://3.bp.blogspot.com/-sLp9UDsboyU/TWExLggxICI/AAAAAAAAAp4/53_rS2PrzPM/s1600/Barney+Stinson+Quotes.jpg Spend your effort wisely…
  71. 71. Our ultimate goal is to deliver value & good quality! Image: © Miller-Milkis Productions http://www.cointalk.com/attachments/194954d1344827742-fonzie_add.jpg
  72. 72. We are grateful to assistance from: @craigstrong Craig Smith craigsmith.id.au theagilerevolution.com unbounddna.com craig@unbounddna.com @smithcdau
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