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Beyond Kanban
 Lean Thinking for AGILE Teams
       Ana Valente Pereira
    AGILE Portugal 2011 - Porto
                                  1
The interest in KANBAN is growing in the AGILE Community...
 is LEAN taking over AGILE? is KANBAN replacing SCRUM?




                                                          2
LEAN has it's roots in the auto industry




                                           3
Reducing LEAN to KANBAN is like
   driving just half of your car




      KANBAN




                                   4
Lean processes have 2 major pillars : Just in Time and Built In Quality
       Kanban is just a visual tool to implement Just In Time.


                       Just In Time                    Built In Quality



                  KANBAN




                                                                          5
Lean thinking is about understanding the management
            principles behind both pillars...
                  Just In Time       Built In Quality




                                                        6
...and also the principles behind
         people development and problem solving
                holding both pillars together.


Just In Time                           Built In Quality




               People and Problem Solving

                                                          7
Principle #1
                     Base your
                    management
                decisions on a long
                 term philosophy,
                even at the expense
                of short term goals.

                   Generate Value for the
               Customer, Society and Economy.
                Evaluate every function on the
               company in terms of its ability to
                        achieve this.




                                                    8
Lean Practice: Value Stream Mapping




                                      9
Principle #2

                Create Continuous
                 Process Flow to
                bring problems to
                     surface.

               Redesign processes to achieve
                high-value added, continuous
                  flow. Create flow to move
               material and information fast as
                well as to link processes and
                      people together.




                                                  10
11
Lean Practice: WorkCells




                           12
Principle #3
                        Use
               Pull Systems to avoid
                  overproduction

               Minimize WIP and inventory by
               stocking small amounts and
               frequently restocking based on
               what the customer process actually
               takes away.

               Be responsive to shifts in customer
               demand rather than rely on
               schedules




                                                 13
Lean Practice: Kanban




                        14
Principle #4
                    Level out the
                 workload. Work like
                 the tortoise, not the
                         hare

               Eliminate overburden (MURI) to
               people and equipment and
               unevenness (MURA) in the
               schedule

               Eliminating waste (MUDA) is just
               1/3 of the Lean equation




                                                  15
Lean Practice: Heijunka




                          16
Principle #5

Build a culture of stopping
  to fix problems, to get
 quality right the first time

  Build into your organization a support
system to quickly solve problems and put
       in place countermeasures




                                           17
Lean Practices:
    Andon




   Jidoka,
  Poka yoke




                  18
Principle #6

   Standard work is the
 foundation for continuous
improvement and employee
      empowerment.

 Allow creative and individual expression to
improve the standard, then incorporate into
               new standard




                                               19
Lean Practice: Standard Work Sheet




                                     20
Principle #7

             Use
     Visual Control so no
     problems are hidden.

Use simple visual indicators to help people
  if they are deviating from a standard
                condition




                                              21
22
Principle #8

   Technology support:

  Use only reliable, tested
technology that serves your
  people and processes.

 Often it is best to work out a process
 manually before adding technology to
           support the process




                                          23
Lean Practice: Jidoka (Autonomation)




                                       24
"Before we build cars, we build people"




                                          25
Grow leaders who thoroughly understand the work,
               life the philosophy and teach it to others
Principle #9


                           The leader's job is to
                             develop people.




                                                              26
Develop exceptional People and Teams
Principle #10         who follow your company's philosophy.



                                           Make an ongoing
                                       effort to teach individuals
                                       how to work together as
                                     teams toward common goals.
                                       Workgroups are the focal
                                       point for solving problems
                                              and control of
                                             standardization




                Use cross functional teams to improve quality and produtivity and enhance flow


                                                                                                27
Respect your extended network of Partners and Suppliers
     by challenging them and helping them to improve
Principle #11




                                                           28
Genchi Genbutsu: Go see for yourself
                 to thoroughly understand the situation
Principle #12

                           Solve problems and
                          improve processes by
                         going to the source and
                         observing and verifying
                                   data




                                                          29
Lean Practice: Onno Circle




                             30
Make decisions slowly by concensus thoroughly
        considering all the options; implement decisions rapidly
Principle #13
                             Namawashi is the
                           process of discussing
                          problems and potential
                          solutions with all of the
                          affected to collect their
                           ideas and agree on a
                               path forward.




                                                                   31
Lean Practice:
  A3 Report




                 32
Become a Learning Organization through reflection (Hansei)
          and continuous improvement (Kaizen)
Principle #14
                              View
                            errors as
                       opportunities for
                     leaning. Rather than
                   blaming individuals, take
                    corrective actions and
                     distribute knowledge
                           about each
                           experience




                                                         33
Practical Problem Solving




                            34
"we don't build cars, we build software"
Lean Principles for Software Development




                                            35
Lean Principles in SCRUM




                           36
Principle#1 Long Term Philosophy: Value for the Customer




 SCRUM promotes Value Driven Development and the Product Owner
 optimizes ROI (Value/cost) .. The process is optimized so that teams don't
 waste much time in non value added activities such as meetings ... but
 nobody is focused in removing waste from the process..
                                                                              37
#2 Continuous Process Flow.




SCRUM is designed to flow the work in small batches. The team organized
like a work cell and the Scrum Master helps to remove impediments to Flow
during the Sprint

                                                                            38
#3 Use Pull Systems to avoid overproduction.




SCRUM limits WIP by allowing teams to pull from the Product Backlog the
items to be worked during the Sprint. Once they start working on them, the
previous process should strive to have the next batch of PBIs groomed.

                                                                             39
#4 Level out the workload.




SCRUM fits customer demand into leveled schedules (sprints) aligning it to
team capacity and promoting a sustainable pace of work

                                                                            40
#6 Standard Work:




SCRUM relies in empirical process control so standard tasks and times have
no application but the Definition of Done defines the standard by which
Product Backlog items are evaluated when “Done”. The team is empowered
to improve this standard in Sprint Retrospectives
                                                                             41
#7 Visual Controls:




SCRUM makes problems visible in burndown charts ... Some teams use task
boards to visualize task progress and impediments

                                                                          42
#9 Grow Leaders #10 Develop Teams #11 Respect Partners




The team is challenged to self-organize and decide how to achieve the sprint
goals. The Scrum Master provides support for the team and Leads by
mentoring and teaching. The PO manages relation with upstream processes

                                                                               43
#12 GoSee:




Scrum meetings provide an observation point for the process


                                                              44
#13 Concensus #14 Reflection and Continuous Improvement




Sprint Planning is about gathering consensus on what to build in the next
Sprint. Sprint Retrospectives provide points for reflection and continuous
improvement of the process. Unfortunately knowledge is not shared beyond
the project
                                                                            45
Lean Principles & KANBAN




                           46
Principle#1 Long Term Philosophy: Value for the Customer




Using a Kanban System for Software, Value is Optimized with Classes of
Service (SLAs). Work is scheduled by Cost of Delay

                                                                         47
#2 Continuous Process Flow..




Visualise Workflow: Map the Value stream as it exists and draw the card wall.
Limit WIP to reduce lead times. Define, as well, limits for queues and buffer
bottlenecks. Adjust empirically.

                                                                           48
#3 Use Pull Systems to avoid overproduction.




Pull work from the system only when there is capacity to do so.


                                                                  49
#4 Level out the workload.




Balance Demand against throughput. Make a study of the demand and
allocate capacity by Work Item Type or Class of Service

                                                                    50
#6 Standard Work:




Make process policies explicit.


                                         51
#7 Visual Controls:




Cumulative Flow diagram shows work in progress at each stage in the system.
Teams track also Lead Time , Due Date Performance and Defect Rates.

                                                                          52
We saw how LEAN management principles are broad enough
  to be applied in agile software development frameworks




                                                           53
Agile frameworks leverage Lean to implement
Just in Time processes and make problems visible...




                                                      54
... But why don't we leverage Lean to solve the
      causes of the problems as well ????




                                                  55
#5 Stop and Fix, #8Technology support




  Agile teams should focus on technology that automates software
integration and testing... Stop to fix problems should be our mindset.
 We developed a continuous integration tool that shows teams their
             technical debt: http://www.peakplatform.net/
                                                                        56
#13 Concensus #14 Reflection and Continuous Improvement




  Improve retrospectives with Root Cause Analysis and A3 Thinking to get
visibility of Process Improvement (PDCA for the process and not only for the
                                product,...)

                                                                               57
LEAN is about developing People to solve Problems
   (if we were truly agile we should start here....
         People over Processes...right???)




                                                      58
Thank You
                   Ana Valente Pereira
            apereira@whatever.pt, twitter/apvpereira

Pictures (the good ones...not my drawings): © Ben Heine @ Flickr

                                                                   59

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Beyond Kanban: Lean Thinking for Agile Teams

  • 1. Beyond Kanban Lean Thinking for AGILE Teams Ana Valente Pereira AGILE Portugal 2011 - Porto 1
  • 2. The interest in KANBAN is growing in the AGILE Community... is LEAN taking over AGILE? is KANBAN replacing SCRUM? 2
  • 3. LEAN has it's roots in the auto industry 3
  • 4. Reducing LEAN to KANBAN is like driving just half of your car KANBAN 4
  • 5. Lean processes have 2 major pillars : Just in Time and Built In Quality Kanban is just a visual tool to implement Just In Time. Just In Time Built In Quality KANBAN 5
  • 6. Lean thinking is about understanding the management principles behind both pillars... Just In Time Built In Quality 6
  • 7. ...and also the principles behind people development and problem solving holding both pillars together. Just In Time Built In Quality People and Problem Solving 7
  • 8. Principle #1 Base your management decisions on a long term philosophy, even at the expense of short term goals. Generate Value for the Customer, Society and Economy. Evaluate every function on the company in terms of its ability to achieve this. 8
  • 9. Lean Practice: Value Stream Mapping 9
  • 10. Principle #2 Create Continuous Process Flow to bring problems to surface. Redesign processes to achieve high-value added, continuous flow. Create flow to move material and information fast as well as to link processes and people together. 10
  • 11. 11
  • 13. Principle #3 Use Pull Systems to avoid overproduction Minimize WIP and inventory by stocking small amounts and frequently restocking based on what the customer process actually takes away. Be responsive to shifts in customer demand rather than rely on schedules 13
  • 15. Principle #4 Level out the workload. Work like the tortoise, not the hare Eliminate overburden (MURI) to people and equipment and unevenness (MURA) in the schedule Eliminating waste (MUDA) is just 1/3 of the Lean equation 15
  • 17. Principle #5 Build a culture of stopping to fix problems, to get quality right the first time Build into your organization a support system to quickly solve problems and put in place countermeasures 17
  • 18. Lean Practices: Andon Jidoka, Poka yoke 18
  • 19. Principle #6 Standard work is the foundation for continuous improvement and employee empowerment. Allow creative and individual expression to improve the standard, then incorporate into new standard 19
  • 20. Lean Practice: Standard Work Sheet 20
  • 21. Principle #7 Use Visual Control so no problems are hidden. Use simple visual indicators to help people if they are deviating from a standard condition 21
  • 22. 22
  • 23. Principle #8 Technology support: Use only reliable, tested technology that serves your people and processes. Often it is best to work out a process manually before adding technology to support the process 23
  • 24. Lean Practice: Jidoka (Autonomation) 24
  • 25. "Before we build cars, we build people" 25
  • 26. Grow leaders who thoroughly understand the work, life the philosophy and teach it to others Principle #9 The leader's job is to develop people. 26
  • 27. Develop exceptional People and Teams Principle #10 who follow your company's philosophy. Make an ongoing effort to teach individuals how to work together as teams toward common goals. Workgroups are the focal point for solving problems and control of standardization Use cross functional teams to improve quality and produtivity and enhance flow 27
  • 28. Respect your extended network of Partners and Suppliers by challenging them and helping them to improve Principle #11 28
  • 29. Genchi Genbutsu: Go see for yourself to thoroughly understand the situation Principle #12 Solve problems and improve processes by going to the source and observing and verifying data 29
  • 30. Lean Practice: Onno Circle 30
  • 31. Make decisions slowly by concensus thoroughly considering all the options; implement decisions rapidly Principle #13 Namawashi is the process of discussing problems and potential solutions with all of the affected to collect their ideas and agree on a path forward. 31
  • 32. Lean Practice: A3 Report 32
  • 33. Become a Learning Organization through reflection (Hansei) and continuous improvement (Kaizen) Principle #14 View errors as opportunities for leaning. Rather than blaming individuals, take corrective actions and distribute knowledge about each experience 33
  • 35. "we don't build cars, we build software" Lean Principles for Software Development 35
  • 36. Lean Principles in SCRUM 36
  • 37. Principle#1 Long Term Philosophy: Value for the Customer SCRUM promotes Value Driven Development and the Product Owner optimizes ROI (Value/cost) .. The process is optimized so that teams don't waste much time in non value added activities such as meetings ... but nobody is focused in removing waste from the process.. 37
  • 38. #2 Continuous Process Flow. SCRUM is designed to flow the work in small batches. The team organized like a work cell and the Scrum Master helps to remove impediments to Flow during the Sprint 38
  • 39. #3 Use Pull Systems to avoid overproduction. SCRUM limits WIP by allowing teams to pull from the Product Backlog the items to be worked during the Sprint. Once they start working on them, the previous process should strive to have the next batch of PBIs groomed. 39
  • 40. #4 Level out the workload. SCRUM fits customer demand into leveled schedules (sprints) aligning it to team capacity and promoting a sustainable pace of work 40
  • 41. #6 Standard Work: SCRUM relies in empirical process control so standard tasks and times have no application but the Definition of Done defines the standard by which Product Backlog items are evaluated when “Done”. The team is empowered to improve this standard in Sprint Retrospectives 41
  • 42. #7 Visual Controls: SCRUM makes problems visible in burndown charts ... Some teams use task boards to visualize task progress and impediments 42
  • 43. #9 Grow Leaders #10 Develop Teams #11 Respect Partners The team is challenged to self-organize and decide how to achieve the sprint goals. The Scrum Master provides support for the team and Leads by mentoring and teaching. The PO manages relation with upstream processes 43
  • 44. #12 GoSee: Scrum meetings provide an observation point for the process 44
  • 45. #13 Concensus #14 Reflection and Continuous Improvement Sprint Planning is about gathering consensus on what to build in the next Sprint. Sprint Retrospectives provide points for reflection and continuous improvement of the process. Unfortunately knowledge is not shared beyond the project 45
  • 46. Lean Principles & KANBAN 46
  • 47. Principle#1 Long Term Philosophy: Value for the Customer Using a Kanban System for Software, Value is Optimized with Classes of Service (SLAs). Work is scheduled by Cost of Delay 47
  • 48. #2 Continuous Process Flow.. Visualise Workflow: Map the Value stream as it exists and draw the card wall. Limit WIP to reduce lead times. Define, as well, limits for queues and buffer bottlenecks. Adjust empirically. 48
  • 49. #3 Use Pull Systems to avoid overproduction. Pull work from the system only when there is capacity to do so. 49
  • 50. #4 Level out the workload. Balance Demand against throughput. Make a study of the demand and allocate capacity by Work Item Type or Class of Service 50
  • 51. #6 Standard Work: Make process policies explicit. 51
  • 52. #7 Visual Controls: Cumulative Flow diagram shows work in progress at each stage in the system. Teams track also Lead Time , Due Date Performance and Defect Rates. 52
  • 53. We saw how LEAN management principles are broad enough to be applied in agile software development frameworks 53
  • 54. Agile frameworks leverage Lean to implement Just in Time processes and make problems visible... 54
  • 55. ... But why don't we leverage Lean to solve the causes of the problems as well ???? 55
  • 56. #5 Stop and Fix, #8Technology support Agile teams should focus on technology that automates software integration and testing... Stop to fix problems should be our mindset. We developed a continuous integration tool that shows teams their technical debt: http://www.peakplatform.net/ 56
  • 57. #13 Concensus #14 Reflection and Continuous Improvement Improve retrospectives with Root Cause Analysis and A3 Thinking to get visibility of Process Improvement (PDCA for the process and not only for the product,...) 57
  • 58. LEAN is about developing People to solve Problems (if we were truly agile we should start here.... People over Processes...right???) 58
  • 59. Thank You Ana Valente Pereira apereira@whatever.pt, twitter/apvpereira Pictures (the good ones...not my drawings): © Ben Heine @ Flickr 59