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KANBAN != 
KANBAN BOARD 
22/11/2014 Sudipta Lahiri 
1
About me 
 25 years in the industry 
 Agile/Lean practitioner (75%) 
 Development of SwiftKanban and 
SwiftALM products 
 Lean implementations of our products 
 Agile/Lean Coach (25%) 
 Run the LimitedWIP Societies in India 
22/11/2014 
2
Kanban Boards have become 
common.. 
22/11/2014 
3
Why? Lets see what happened 
traditionally… 
 Project Managers do scope/work 
decomposition and assign tasks to people 
 Typically, done in a very deterministic manner 
 We make a MS Project schedule; gives a 
planned end date 
 Tasks start slipping 
 Multiple reasons: some in control of project 
team and some not... 
 Unscheduled tasks start coming in 
 Some anticipated and some unanticipated... 
 Defects: you don’t know how many will come and 
their flow 
 New RFPs/CRs that need to be estimated that 
may or may not ever fructify 
 Some visible to the Project manager and 
some not... 
 These get assigned to people who are 
already behind 
 Team members try to juggle between 
what is planned (and kept on schedule) 
+ new arrivals! 
 In most cases, people avoid re-prioritization 
(you can’t do it for every 
incremental piece) 
 As a result: 
 Planned tasks start slipping 
 Quality drops because people multi-tasking 
and context switching 
 Management asks questions but very 
difficult to justify and show the problem! 
 Teams works in a reactive mode (as 
opposed to a planned proactive manner) 
 Team feels there is no time to breathe... 
the pressure seems endless! 
4 
22/11/2014
How a “Board” changes this? 
 Shows all work items, their current 
state of progress and the people 
who are on it 
 Work items move forward as they 
progress! 
 Brings out many “hidden” things 
that people are working on 
 Makes it obvious where work is 
getting piled up to everyone 
 You will see this when we show this 
in a fast simulation model 
 Colors help you visualize the 
pattern of work 
 For e.g., are you doing more value 
enhancement work or more rework? 
 Help collaborate between the 
project team: 
 Everyone knows what others are 
working on 
 If someone needs help, they can 
“block” without escalation/follow-up 
 If someone is overloaded, others 
in the team can respond 
 Provide for additional social tools 
to collaborate within project team 
 Chat/Threaded Discussions 
 All this can be done even 
for a Waterfall project! 
5 
22/11/2014
But... the board was just the 
start! 
22/11/2014 
6 
 The 6 principles of Kanban: 
 Visualize the Work 
 Map your value stream 
 Making invisible work, visible! 
 Limit Work in Process (WIP) 
 Manage Flow; Establish a Cadence 
 Remove bottlenecks and improve the flow 
 Increase throughput 
 Make Process Policies Explicit 
 Improve Collaboratively, Evolve Experimentally (using 
models and scientific method) 
 Implement Feedback Loops
Kanban’s objective: 
 Kanban is meant to be adaptive capability for 
evolutionary change 
 Not a process definition or a framework to be 
tailored 
 Drive to a culture of Continuous 
Improvement 
7 
22/11/2014
But… why are we doing all this? 
Make Continuous 
Improvement a 
Habit! 
• Never by happy 
with where you 
are! 
22/11/2014 
8 
Faster Value to 
Customer 
• We exist for the 
customer! 
Early Feedback 
• Requirements 
have been weak! 
• Frequent and 
regular demos 
 The same “drivers” for anyone wanting to do 
Agile!
Faster value to Customer! 
22/11/2014 
9 
 Measured by Cycle Time/Throughput
How to get there? 
22/11/2014 
10 
 With Kanban principles of Pull and WIP reduction 
resulting in Flow 
 Defining Requirements that are small and 
independent 
 Moving forward to make Regression testing faster 
 Let’s talk about these in the next few slides
Lean principles for “faster” value to 
customer: 
 We don’t want to build 
features that nobody 
needs right now 
 Write more specs than we 
can code 
 Write more code than we 
can test 
 Test more code than we 
can deploy 
 Implemented with “buffer” 
lanes at hand-off points 
 Reduces multi-tasking 
 Prevent context 
switching 
 Performing tasks one-at- 
a-time yields results 
sooner 
 Maximizes throughput 
 Enhances teamwork 
 Working together to 
make things done 
 Increase cross-functionality 
22/11/2014 
11 
Pull based execution Limit WIP 
Flow
Flow 
22/11/2014 
12
Defining Requirements 
22/11/2014 
13 
 Agile teams that are used to User Stories (in 
the true spirit) don’t have this issue 
 For the rest of the community, defining 
Requirements using the “INVEST” model is a 
huge challenge: 
We are used to a Scope Decomposition OR a 
Task Decomposition OR a combination of both 
 Sometimes, its a process drives work 
decomposition 
 Breaking them into small independent 
requirements is almost mission impossible!
User Story 
22/11/2014 
14 
 User story has a lot more context and significance 
than just small, independent requirements 
 If you have a well defined Requirement document 
from the customer, then trying to fit this in the User 
Story format is not most appropriate 
 However, you still do need to try and break this up into 
small independent requirements! 
 Use methods like “User Story Mapping” 
 If you have decomposed the Requirement in a traditional 
manner, trying to decompose them as per the INVEST 
approach is near impossible! Start fresh!
Making regression faster! 
 Manual testing not an 
option! 
 TFIRSTDD is utopia... 
 The significance of 
“Testing” pyramid 
 Try hard not to land 
up with a “Inverted 
Testing” pyramid 
22/11/2014 
15
The key drivers... revisited 
22/11/2014 
16 
Faster Value to 
Customer 
• We exist for the 
customer! 
Early Feedback 
• Frequent and 
regular demos 
Make Continuous 
Improvement a 
Habit! 
• Never by happy 
with where you 
are!
Early feedback/demos 
22/11/2014 
17 
 Make this part of the value stream 
Functional 
Demo to 
Customer
Make Continuous Improvement a 
habit! 
22/11/2014 
18 
 Involve the team; don’t make a Project 
Manager only effort 
 Retrospectives, Retrospectives and 
Retrospectives! 
 Templates abound...
22/11/2014 
19 
Sample template...
Our weakness 
22/11/2014 
20 
 Unfortunately, very little happens between 
each retrospective 
 Slowly people lose faith in the retrospectives 
 Many causes are linked to organizational 
issues and hence, beyond control
KRAs to encourage “lean” 
behaviour... 
22/11/2014 
21
KRAs to encourage “lean” 
behaviour... 
22/11/2014 
22
Having discussed the key 
drivers... 
22/11/2014 
23 
Faster Value to 
Customer 
• We exist for the 
customer! 
Early Feedback 
• Frequent and 
regular demos 
Make Continuous 
Improvement a 
Habit! 
• Never by happy 
with where you 
are! 
... how do we figure where we are in this 
journey?
Depth of Kanban 
An approach to gradually measure and 
improve your “lean” behaviour... 
22/11/2014 
24
Measuring Kanban 
Implementations 
 Use of “Kiveat” diagrams (Excel calls as 
“radar”) 
25 
22/11/2014
Defining scales for 
standardization 
 For “Visualization” 
 Visualizing all Work elements 
 Of different Work Item Types 
 Workflow 
 Kanban Limits 
 Ready for pull ("done") 
 Blocking issues (special cause variations) 
 Capacity Allocation 
 Metrics-related aspects such as - lead time, local 
cycle time, SLA target 
 Inter-work item dependency (incl hierarchical, parent 
child dependency) 
 Inter-workflow dependency 
 Other risk dimensions - cost of delay (function shape 
& order of magnitude), technical risk, market risk 
 Score 1 for each aspect of visualization 
 For “Limit WIP: 
 Deferred commitment & 
dynamic staff assignment (no 
WIP limits) aka “last 
responsible moment” 
 Proto-kanban 
 Personal Kanban 
 WIP limit per person 
 workflow with infinite limits on 
"done" queues 
 Single workflow full pull 
system with WIP limits 
 Multiple interdependent 
workflows with pull system 
 Simple taxonomy of 4 
26 
22/11/2014
Defining scales for 
standardization 
 For “Manage Flow” 
 Daily meetings 
 Cumulative Flow Diagrams 
 Delivery rate (velocity/throughput) 
control chart 
 SLA or lead time target 
 Flexible staff allocation or 
swarming behaviour 
 Deferred pull decisions, or 
dynamic prioritization 
 Metrics for assessing flow such as 
number of days blocked, lead time 
efficiency 
 Score 1 for each technique in 
use 
 For “Make Policies 
Explicit” 
 Workflow/Kanban System 
policies explicit 
 Pull criteria (definition of 
done, exit criteria) 
 Capacity allocation 
 Queue replenishment 
 Classes of service 
 Staff allocation / work 
assignments 
 Score 1 for each aspect 
made explicit 
27 
22/11/2014
Defining scales for 
standardization 
 For “Feedback Loops” 
 For “Improve collaboratively, evolve 
 How many of the Kanban Kata are present? 
 Regular team meeting (typically daily) in front of 
board or kanban system software 
 Mentor-mentee relationship between superior 
and subordinate used to coach management 
and 
 continuous improvement 
 Operations Review - business unit or 
organization level, qualitative & quantitative 
review of data from multiple kanban systems 
to provide inter-workflow feedback 
mechanism 
 Simple taxonomy of 3 (it is currently 
assumed Ops Review does not exist without 
a mentor-mentee relationship already 
existing) Score 1 for each technique in use 
experimentally” 
 Evidence of local process evolution - 
changes to workflow, policies, WIP limits 
 Evidence of increasing depth of Kanban 
implementation on other 5 practices 
 Evidence that process evolution was model-driven 
-use of metrics, identification of 
bottlenecks, common/ special cause 
variation, transaction/coordination costs, 
other models not specified in current 
literature 
 Evidence of process or management policy 
evolution as a result of mentor-mentee 
relationship 
 Evidence of inter-workflow process or 
management policy evolution as a result of 
operations review 
 Taxonomy of 5 (assumed there is an 
adoption sequence & that 5 would not 
happen before 4) 
28 
22/11/2014
SWIFT-Kanban Dev Team (Jan 2013) 
29 
5 
8 
2.5 3.5 
22/11/2014
In closing... 
22/11/2014 
30 
 The benefits of Kanban don’t end with a Board 
 Use the Board to gain all the benefits of 
transparency and visualization... 
 Continue the journey for simpler and “lean(er)” 
execution 
 Reduce WIP, multi-tasking 
 Inducing pull and flow (vs) bottlenecks/working in 
batches 
 Early feedback and faster value to customer
 Reach me at: 
@sudiptal 
 slahiri@digite.com 
 sudiptalahiri.wordpress.co 
m 
22/11/2014 
31

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Kanban != Kanban Board

  • 1. KANBAN != KANBAN BOARD 22/11/2014 Sudipta Lahiri 1
  • 2. About me  25 years in the industry  Agile/Lean practitioner (75%)  Development of SwiftKanban and SwiftALM products  Lean implementations of our products  Agile/Lean Coach (25%)  Run the LimitedWIP Societies in India 22/11/2014 2
  • 3. Kanban Boards have become common.. 22/11/2014 3
  • 4. Why? Lets see what happened traditionally…  Project Managers do scope/work decomposition and assign tasks to people  Typically, done in a very deterministic manner  We make a MS Project schedule; gives a planned end date  Tasks start slipping  Multiple reasons: some in control of project team and some not...  Unscheduled tasks start coming in  Some anticipated and some unanticipated...  Defects: you don’t know how many will come and their flow  New RFPs/CRs that need to be estimated that may or may not ever fructify  Some visible to the Project manager and some not...  These get assigned to people who are already behind  Team members try to juggle between what is planned (and kept on schedule) + new arrivals!  In most cases, people avoid re-prioritization (you can’t do it for every incremental piece)  As a result:  Planned tasks start slipping  Quality drops because people multi-tasking and context switching  Management asks questions but very difficult to justify and show the problem!  Teams works in a reactive mode (as opposed to a planned proactive manner)  Team feels there is no time to breathe... the pressure seems endless! 4 22/11/2014
  • 5. How a “Board” changes this?  Shows all work items, their current state of progress and the people who are on it  Work items move forward as they progress!  Brings out many “hidden” things that people are working on  Makes it obvious where work is getting piled up to everyone  You will see this when we show this in a fast simulation model  Colors help you visualize the pattern of work  For e.g., are you doing more value enhancement work or more rework?  Help collaborate between the project team:  Everyone knows what others are working on  If someone needs help, they can “block” without escalation/follow-up  If someone is overloaded, others in the team can respond  Provide for additional social tools to collaborate within project team  Chat/Threaded Discussions  All this can be done even for a Waterfall project! 5 22/11/2014
  • 6. But... the board was just the start! 22/11/2014 6  The 6 principles of Kanban:  Visualize the Work  Map your value stream  Making invisible work, visible!  Limit Work in Process (WIP)  Manage Flow; Establish a Cadence  Remove bottlenecks and improve the flow  Increase throughput  Make Process Policies Explicit  Improve Collaboratively, Evolve Experimentally (using models and scientific method)  Implement Feedback Loops
  • 7. Kanban’s objective:  Kanban is meant to be adaptive capability for evolutionary change  Not a process definition or a framework to be tailored  Drive to a culture of Continuous Improvement 7 22/11/2014
  • 8. But… why are we doing all this? Make Continuous Improvement a Habit! • Never by happy with where you are! 22/11/2014 8 Faster Value to Customer • We exist for the customer! Early Feedback • Requirements have been weak! • Frequent and regular demos  The same “drivers” for anyone wanting to do Agile!
  • 9. Faster value to Customer! 22/11/2014 9  Measured by Cycle Time/Throughput
  • 10. How to get there? 22/11/2014 10  With Kanban principles of Pull and WIP reduction resulting in Flow  Defining Requirements that are small and independent  Moving forward to make Regression testing faster  Let’s talk about these in the next few slides
  • 11. Lean principles for “faster” value to customer:  We don’t want to build features that nobody needs right now  Write more specs than we can code  Write more code than we can test  Test more code than we can deploy  Implemented with “buffer” lanes at hand-off points  Reduces multi-tasking  Prevent context switching  Performing tasks one-at- a-time yields results sooner  Maximizes throughput  Enhances teamwork  Working together to make things done  Increase cross-functionality 22/11/2014 11 Pull based execution Limit WIP Flow
  • 13. Defining Requirements 22/11/2014 13  Agile teams that are used to User Stories (in the true spirit) don’t have this issue  For the rest of the community, defining Requirements using the “INVEST” model is a huge challenge: We are used to a Scope Decomposition OR a Task Decomposition OR a combination of both  Sometimes, its a process drives work decomposition  Breaking them into small independent requirements is almost mission impossible!
  • 14. User Story 22/11/2014 14  User story has a lot more context and significance than just small, independent requirements  If you have a well defined Requirement document from the customer, then trying to fit this in the User Story format is not most appropriate  However, you still do need to try and break this up into small independent requirements!  Use methods like “User Story Mapping”  If you have decomposed the Requirement in a traditional manner, trying to decompose them as per the INVEST approach is near impossible! Start fresh!
  • 15. Making regression faster!  Manual testing not an option!  TFIRSTDD is utopia...  The significance of “Testing” pyramid  Try hard not to land up with a “Inverted Testing” pyramid 22/11/2014 15
  • 16. The key drivers... revisited 22/11/2014 16 Faster Value to Customer • We exist for the customer! Early Feedback • Frequent and regular demos Make Continuous Improvement a Habit! • Never by happy with where you are!
  • 17. Early feedback/demos 22/11/2014 17  Make this part of the value stream Functional Demo to Customer
  • 18. Make Continuous Improvement a habit! 22/11/2014 18  Involve the team; don’t make a Project Manager only effort  Retrospectives, Retrospectives and Retrospectives!  Templates abound...
  • 19. 22/11/2014 19 Sample template...
  • 20. Our weakness 22/11/2014 20  Unfortunately, very little happens between each retrospective  Slowly people lose faith in the retrospectives  Many causes are linked to organizational issues and hence, beyond control
  • 21. KRAs to encourage “lean” behaviour... 22/11/2014 21
  • 22. KRAs to encourage “lean” behaviour... 22/11/2014 22
  • 23. Having discussed the key drivers... 22/11/2014 23 Faster Value to Customer • We exist for the customer! Early Feedback • Frequent and regular demos Make Continuous Improvement a Habit! • Never by happy with where you are! ... how do we figure where we are in this journey?
  • 24. Depth of Kanban An approach to gradually measure and improve your “lean” behaviour... 22/11/2014 24
  • 25. Measuring Kanban Implementations  Use of “Kiveat” diagrams (Excel calls as “radar”) 25 22/11/2014
  • 26. Defining scales for standardization  For “Visualization”  Visualizing all Work elements  Of different Work Item Types  Workflow  Kanban Limits  Ready for pull ("done")  Blocking issues (special cause variations)  Capacity Allocation  Metrics-related aspects such as - lead time, local cycle time, SLA target  Inter-work item dependency (incl hierarchical, parent child dependency)  Inter-workflow dependency  Other risk dimensions - cost of delay (function shape & order of magnitude), technical risk, market risk  Score 1 for each aspect of visualization  For “Limit WIP:  Deferred commitment & dynamic staff assignment (no WIP limits) aka “last responsible moment”  Proto-kanban  Personal Kanban  WIP limit per person  workflow with infinite limits on "done" queues  Single workflow full pull system with WIP limits  Multiple interdependent workflows with pull system  Simple taxonomy of 4 26 22/11/2014
  • 27. Defining scales for standardization  For “Manage Flow”  Daily meetings  Cumulative Flow Diagrams  Delivery rate (velocity/throughput) control chart  SLA or lead time target  Flexible staff allocation or swarming behaviour  Deferred pull decisions, or dynamic prioritization  Metrics for assessing flow such as number of days blocked, lead time efficiency  Score 1 for each technique in use  For “Make Policies Explicit”  Workflow/Kanban System policies explicit  Pull criteria (definition of done, exit criteria)  Capacity allocation  Queue replenishment  Classes of service  Staff allocation / work assignments  Score 1 for each aspect made explicit 27 22/11/2014
  • 28. Defining scales for standardization  For “Feedback Loops”  For “Improve collaboratively, evolve  How many of the Kanban Kata are present?  Regular team meeting (typically daily) in front of board or kanban system software  Mentor-mentee relationship between superior and subordinate used to coach management and  continuous improvement  Operations Review - business unit or organization level, qualitative & quantitative review of data from multiple kanban systems to provide inter-workflow feedback mechanism  Simple taxonomy of 3 (it is currently assumed Ops Review does not exist without a mentor-mentee relationship already existing) Score 1 for each technique in use experimentally”  Evidence of local process evolution - changes to workflow, policies, WIP limits  Evidence of increasing depth of Kanban implementation on other 5 practices  Evidence that process evolution was model-driven -use of metrics, identification of bottlenecks, common/ special cause variation, transaction/coordination costs, other models not specified in current literature  Evidence of process or management policy evolution as a result of mentor-mentee relationship  Evidence of inter-workflow process or management policy evolution as a result of operations review  Taxonomy of 5 (assumed there is an adoption sequence & that 5 would not happen before 4) 28 22/11/2014
  • 29. SWIFT-Kanban Dev Team (Jan 2013) 29 5 8 2.5 3.5 22/11/2014
  • 30. In closing... 22/11/2014 30  The benefits of Kanban don’t end with a Board  Use the Board to gain all the benefits of transparency and visualization...  Continue the journey for simpler and “lean(er)” execution  Reduce WIP, multi-tasking  Inducing pull and flow (vs) bottlenecks/working in batches  Early feedback and faster value to customer
  • 31.  Reach me at: @sudiptal  slahiri@digite.com  sudiptalahiri.wordpress.co m 22/11/2014 31

Editor's Notes

  1. Visualize: 8 (we don’t do Inter Workflow Dependency) and Other Risk Dimensions Limit WIP: 4 (we don’t do Person WIP; else, we do everything) Manage Flow: 3.5 (While we get all the data, we have typically not focussed beyond Lead Time). We should add reduction in Wait Time and Block Time by 20% as BSC Criteria Explicit Policies: 2.5 (We have documented policies against the project, using comments at the project level) – more for operation rules! However, these are not visible and we should add a feature to do so Feedback Loops: 1 (only at Team level) Improvements: Not there yet!