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Implementing Kanban
from shallow to deep, value all the
way down

Each of 6 Kanban
practices can be
implemented with
different levels of
rigor & maturity
Devlin
Linkoping, March 2013

dja@djaa.com, @djaa_dja
What is the Kanban Method?

dja@djaa.com, @djaa_dja
Kanban Method
A management & cultural approach to
improvement

View creative knowledge work as a set
of services
Encourages a management focus on
demand, business risks in, and capability
of each service to supply against
that, demand
dja@djaa.com, @djaa_dja
Kanban Method
Uses visualization of invisible work and
virtual kanban systems

Installs evolutionary “DNA” in your
organization
Enables adaptability to respond
successfully to changes in your business
environment

dja@djaa.com, @djaa_dja
6 Practices for Evolutionary DNA
The Generalized Version
Visualize
Limit Work-in-progress
Manage Flow
Make Policies Explicit
Implement Feedback Loops
Improve Collaboratively, Evolve
Experimentally
(using models & the scientific method)

dja@djaa.com, @djaa_dja
Assessing Kanban
Implementations

dja@djaa.com, @djaa_dja
Are we doing Kanban or not?
It isn’t a question of evaluating practice
usage but rather a question of intent?
Do you intend to use visualization & virtual
kanban systems as a core driver of a culture
of continuous improvement?
Do you view your organization as a network of
service-oriented workflows and seek to
improve the balance of capability against
demand?

dja@djaa.com, @djaa_dja
If the intent is there, then the question
should be….
How Deep is your Kanban?

Depth

Shallow

Visualize
Limit Work-in-progress
Manage Flow
Make Policies Explicit
Implement Feedback Loops
Improve Collaboratively, Evolve
Experimentally

Deep

(using models & the scientific method)

dja@djaa.com, @djaa_dja
In reality it isn’t so easy, practice adoption isn’t
linear nor does it follow a predictable sequence
Improvements

No Implied
sequence

Visualize

Limit WIP
Feedback Loops
Shallow

Deep
Explicit Policies

dja@djaa.com, @djaa_dja

Manage Flow
In reality it isn’t so easy, practice adoption isn’t
linear nor does it follow a predictable sequence
Improvements

Larger implies
Deeper

Visualize

Limit WIP
Feedback Loops

Explicit Policies

dja@djaa.com, @djaa_dja

Manage Flow
This raises the question, how do we put
a scale on the six axes?

dja@djaa.com, @djaa_dja
Visualize
Work
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
•
•
•
•
•
•
•
•

dja@djaa.com, @djaa_dja
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

dja@djaa.com, @djaa_dja
Manage Flow
•
•
•
•
•
•
•

Daily meetings
Cumulative Flow Diagrams
Delivery rate (velocity/throughput) control chart
SLA or lead time target
Flexible staff allocation or swarming behavior
Deferred pull decisions, or dynamic prioritization
Metrics for assessing flow such as number of days
blocked, lead time efficiency

dja@djaa.com, @djaa_dja
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
• Explicit over-ride and modify authority
• More?...
dja@djaa.com, @djaa_dja
Feedback Loops
The Kanban Kata
Operations
Review

Improvement
Kata

Standup
Meeting

dja@djaa.com, @djaa_dja
Standup Meeting

Disciplined conduct
and acts of leadership
lead to improvement
opportunities
Kaizen events happen
at after meetings

dja@djaa.com, @djaa_dja
Improvement Kata

A mentor-mentee relationship
Usually (but not always) between a superior and a sub-ordinate
A focused discussion about system capability
Definition of target conditions
Discussion of counter-measures – actions taken to improve
capability

dja@djaa.com, @djaa_dja
Operations Review

Meet monthly
Disciplined review of
demand and capability
for each kanban system
Provides system of
systems view and
understanding
Kaizen events suggested
by attendees

dja@djaa.com, @djaa_dja
Improve collaboratively, evolve
experimentally (using models & scientific method)
• 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

dja@djaa.com, @djaa_dja
Map evaluation criteria onto chart
Improvements

Allows
multidimensional
assessment

Visualize
10+

Ops review
coached
Model-driven
Impl deepening
Observed evo

Feedback Loops
(Kata) Ops review

1
LRM

coach

team

kanban

proto

1

1

multi

Limit
WIP

7
Explicit Policies

dja@djaa.com, @djaa_dja

5+

Manage Flow
We can now map known Kanban case studies onto this
framework for assessment

Corbis from 2007

dja@djaa.com, @djaa_dja
Corbis IT department circa October 2007
Improvements

Very deep
implementation

Visualize
10+

Ops review
coached
Model-driven
Impl deepening
Observed evo

Feedback Loops
(Kata) Ops review

1
LRM

coach

team

kanban

proto

1

1

multi

Limit
WIP

7
Explicit Policies

dja@djaa.com, @djaa_dja

5+

Manage Flow
XIT Microsoft 2005

dja@djaa.com, @djaa_dja
XIT Microsoft 2005
Improvements

Much
shallower early
implementation

Visualize
10+

Ops review
coached
Model-driven
Impl deepening
Observed evo

Feedback Loops
(Kata) Ops review

1
LRM

coach

team

kanban

proto

1

1

multi

Limit
WIP

7
Explicit Policies

dja@djaa.com, @djaa_dja

5+

Manage Flow
A Typical Proto-Kanban Implementation
Very shallow
Improvements

Shallower than
original (2005)
implementation

Visualize
10+

Ops review
coached
Model-driven
Impl deepening
Observed evo

Feedback Loops
(Kata) Ops review

1
LRM

coach

team

kanban

proto

1

1

multi

Limit
WIP

7
Explicit Policies

dja@djaa.com, @djaa_dja

5+

Manage Flow
Increasing depth, increasing
benefits

dja@djaa.com, @djaa_dja
A Typical Proto-Kanban Implementation
Very shallow
Benefits Visualize

Improvements

10+

Transparency
Model-driven
Engage people
Impl deepening
emotionally
Observed evo
1
Collaboration
LRM
Greater empathykanbanmulti
team
proto
coach
Reduced 1 1
multitasking

Ops review

coached

Feedback Loops
(Kata) Ops review

Limit
WIP

7
Explicit Policies

dja@djaa.com, @djaa_dja

5+

Manage Flow
XIT Microsoft 2005
A little Deeper
Benefits

Improvements

Visualize
10+

Ops review

Predictability
Model-driven
Shorter Lead Times
Impl deepening
Increased Throughput
Observed evo
1
Improved trust with
Feedback Loops
LRM
business stakeholderskanbanmulti
team
proto
(Kata) Ops review coach
1
Eliminated Disruptions
1
Measurable Benefits
coached

Limit
WIP

7
Explicit Policies

dja@djaa.com, @djaa_dja

5+

Manage Flow
Corbis IT department circa October 2007
Very deep

Benefits
Improvements

Cultural shift
Ops review

Visualize
10+

Business unit wide
implementation

coached
(across whole business)

Model-driven
Managers Managing
Impl deepening
Empowerment
Observed evo
1
Autonomy
Feedback Loops
LRM
team
proto
(Kata) Ops review coach Continuous
1
1
Improvement
Viral Spread

kanban
multi

Limit
WIP

7
Explicit Policies

dja@djaa.com, @djaa_dja

5+

Manage Flow
Thank you!
dja@djaa.com, @djaa_dja
About

David Anderson is a thought
leader in managing effective
software teams. He leads a
consulting, training and
publishing and event planning
business dedicated to
developing, promoting and
implementing sustainable
evolutionary approaches for
management of knowledge
workers.
He has 30 years experience in the high technology industry
starting with computer games in the early 1980’s. He has led
software teams delivering superior productivity and
quality using innovative agile methods at large companies
such as Sprint and Motorola.
David is the pioneer of the Kanban Method an agile and
evolutionary approach to change. His latest
book, published in June 2012, is, Lessons in Agile Management
– On the Road to Kanban.

David is a founder of the Lean-Kanban University Inc., a
business dedicated to assuring quality of training in Lean
and Kanban for knowledge workers throughout the world.

dja@djaa.com, @djaa_dja
Acknowledgements

Hakan Forss of Avega Group in Stockholm has been instrumental in
defining the Kanban Kata and evangelizing its importance as part of a
Kaizen culture. He also challenged the incremental sequence of
practice adoption and catalyzed the discussion that led directly to
adoption of the multi-dimensional depth of Kanban assessment
framework.

dja@djaa.com, @djaa_dja
David J Anderson
& Associates, Inc.

dja@djaa.com, @djaa_dja
Appendix

dja@djaa.com, @djaa_dja
Can you draw this chart for your team
or organization?

dja@djaa.com, @djaa_dja
Use this template…
Improvements

What shape is
your Kanban
implementation?

Visualize
10+

Ops review
coached
Model-driven
Impl deepening
Observed evo

Feedback Loops
(Kata) Ops review

1
LRM

coach

team

kanban

proto

1

1

multi

Limit
WIP

7
Explicit Policies

dja@djaa.com, @djaa_dja

5+

Manage Flow
dja@djaa.com, @djaa_dja

Fixed Date

Intangible

Standard

Expedite

Example Distributions
dja@djaa.com, @djaa_dja

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Devlin 2013 Closing - Deep Kanban - Value all the way down

  • 1. Implementing Kanban from shallow to deep, value all the way down Each of 6 Kanban practices can be implemented with different levels of rigor & maturity Devlin Linkoping, March 2013 dja@djaa.com, @djaa_dja
  • 2. What is the Kanban Method? dja@djaa.com, @djaa_dja
  • 3. Kanban Method A management & cultural approach to improvement View creative knowledge work as a set of services Encourages a management focus on demand, business risks in, and capability of each service to supply against that, demand dja@djaa.com, @djaa_dja
  • 4. Kanban Method Uses visualization of invisible work and virtual kanban systems Installs evolutionary “DNA” in your organization Enables adaptability to respond successfully to changes in your business environment dja@djaa.com, @djaa_dja
  • 5. 6 Practices for Evolutionary DNA The Generalized Version Visualize Limit Work-in-progress Manage Flow Make Policies Explicit Implement Feedback Loops Improve Collaboratively, Evolve Experimentally (using models & the scientific method) dja@djaa.com, @djaa_dja
  • 7. Are we doing Kanban or not? It isn’t a question of evaluating practice usage but rather a question of intent? Do you intend to use visualization & virtual kanban systems as a core driver of a culture of continuous improvement? Do you view your organization as a network of service-oriented workflows and seek to improve the balance of capability against demand? dja@djaa.com, @djaa_dja
  • 8. If the intent is there, then the question should be…. How Deep is your Kanban? Depth Shallow Visualize Limit Work-in-progress Manage Flow Make Policies Explicit Implement Feedback Loops Improve Collaboratively, Evolve Experimentally Deep (using models & the scientific method) dja@djaa.com, @djaa_dja
  • 9. In reality it isn’t so easy, practice adoption isn’t linear nor does it follow a predictable sequence Improvements No Implied sequence Visualize Limit WIP Feedback Loops Shallow Deep Explicit Policies dja@djaa.com, @djaa_dja Manage Flow
  • 10. In reality it isn’t so easy, practice adoption isn’t linear nor does it follow a predictable sequence Improvements Larger implies Deeper Visualize Limit WIP Feedback Loops Explicit Policies dja@djaa.com, @djaa_dja Manage Flow
  • 11. This raises the question, how do we put a scale on the six axes? dja@djaa.com, @djaa_dja
  • 12. Visualize Work 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 • • • • • • • • dja@djaa.com, @djaa_dja
  • 13. 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 dja@djaa.com, @djaa_dja
  • 14. Manage Flow • • • • • • • Daily meetings Cumulative Flow Diagrams Delivery rate (velocity/throughput) control chart SLA or lead time target Flexible staff allocation or swarming behavior Deferred pull decisions, or dynamic prioritization Metrics for assessing flow such as number of days blocked, lead time efficiency dja@djaa.com, @djaa_dja
  • 15. 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 • Explicit over-ride and modify authority • More?... dja@djaa.com, @djaa_dja
  • 16. Feedback Loops The Kanban Kata Operations Review Improvement Kata Standup Meeting dja@djaa.com, @djaa_dja
  • 17. Standup Meeting Disciplined conduct and acts of leadership lead to improvement opportunities Kaizen events happen at after meetings dja@djaa.com, @djaa_dja
  • 18. Improvement Kata A mentor-mentee relationship Usually (but not always) between a superior and a sub-ordinate A focused discussion about system capability Definition of target conditions Discussion of counter-measures – actions taken to improve capability dja@djaa.com, @djaa_dja
  • 19. Operations Review Meet monthly Disciplined review of demand and capability for each kanban system Provides system of systems view and understanding Kaizen events suggested by attendees dja@djaa.com, @djaa_dja
  • 20. Improve collaboratively, evolve experimentally (using models & scientific method) • 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 dja@djaa.com, @djaa_dja
  • 21. Map evaluation criteria onto chart Improvements Allows multidimensional assessment Visualize 10+ Ops review coached Model-driven Impl deepening Observed evo Feedback Loops (Kata) Ops review 1 LRM coach team kanban proto 1 1 multi Limit WIP 7 Explicit Policies dja@djaa.com, @djaa_dja 5+ Manage Flow
  • 22. We can now map known Kanban case studies onto this framework for assessment Corbis from 2007 dja@djaa.com, @djaa_dja
  • 23. Corbis IT department circa October 2007 Improvements Very deep implementation Visualize 10+ Ops review coached Model-driven Impl deepening Observed evo Feedback Loops (Kata) Ops review 1 LRM coach team kanban proto 1 1 multi Limit WIP 7 Explicit Policies dja@djaa.com, @djaa_dja 5+ Manage Flow
  • 25. XIT Microsoft 2005 Improvements Much shallower early implementation Visualize 10+ Ops review coached Model-driven Impl deepening Observed evo Feedback Loops (Kata) Ops review 1 LRM coach team kanban proto 1 1 multi Limit WIP 7 Explicit Policies dja@djaa.com, @djaa_dja 5+ Manage Flow
  • 26. A Typical Proto-Kanban Implementation Very shallow Improvements Shallower than original (2005) implementation Visualize 10+ Ops review coached Model-driven Impl deepening Observed evo Feedback Loops (Kata) Ops review 1 LRM coach team kanban proto 1 1 multi Limit WIP 7 Explicit Policies dja@djaa.com, @djaa_dja 5+ Manage Flow
  • 28. A Typical Proto-Kanban Implementation Very shallow Benefits Visualize Improvements 10+ Transparency Model-driven Engage people Impl deepening emotionally Observed evo 1 Collaboration LRM Greater empathykanbanmulti team proto coach Reduced 1 1 multitasking Ops review coached Feedback Loops (Kata) Ops review Limit WIP 7 Explicit Policies dja@djaa.com, @djaa_dja 5+ Manage Flow
  • 29. XIT Microsoft 2005 A little Deeper Benefits Improvements Visualize 10+ Ops review Predictability Model-driven Shorter Lead Times Impl deepening Increased Throughput Observed evo 1 Improved trust with Feedback Loops LRM business stakeholderskanbanmulti team proto (Kata) Ops review coach 1 Eliminated Disruptions 1 Measurable Benefits coached Limit WIP 7 Explicit Policies dja@djaa.com, @djaa_dja 5+ Manage Flow
  • 30. Corbis IT department circa October 2007 Very deep Benefits Improvements Cultural shift Ops review Visualize 10+ Business unit wide implementation coached (across whole business) Model-driven Managers Managing Impl deepening Empowerment Observed evo 1 Autonomy Feedback Loops LRM team proto (Kata) Ops review coach Continuous 1 1 Improvement Viral Spread kanban multi Limit WIP 7 Explicit Policies dja@djaa.com, @djaa_dja 5+ Manage Flow
  • 32. About David Anderson is a thought leader in managing effective software teams. He leads a consulting, training and publishing and event planning business dedicated to developing, promoting and implementing sustainable evolutionary approaches for management of knowledge workers. He has 30 years experience in the high technology industry starting with computer games in the early 1980’s. He has led software teams delivering superior productivity and quality using innovative agile methods at large companies such as Sprint and Motorola. David is the pioneer of the Kanban Method an agile and evolutionary approach to change. His latest book, published in June 2012, is, Lessons in Agile Management – On the Road to Kanban. David is a founder of the Lean-Kanban University Inc., a business dedicated to assuring quality of training in Lean and Kanban for knowledge workers throughout the world. dja@djaa.com, @djaa_dja
  • 33. Acknowledgements Hakan Forss of Avega Group in Stockholm has been instrumental in defining the Kanban Kata and evangelizing its importance as part of a Kaizen culture. He also challenged the incremental sequence of practice adoption and catalyzed the discussion that led directly to adoption of the multi-dimensional depth of Kanban assessment framework. dja@djaa.com, @djaa_dja
  • 34. David J Anderson & Associates, Inc. dja@djaa.com, @djaa_dja
  • 36. Can you draw this chart for your team or organization? dja@djaa.com, @djaa_dja
  • 37. Use this template… Improvements What shape is your Kanban implementation? Visualize 10+ Ops review coached Model-driven Impl deepening Observed evo Feedback Loops (Kata) Ops review 1 LRM coach team kanban proto 1 1 multi Limit WIP 7 Explicit Policies dja@djaa.com, @djaa_dja 5+ Manage Flow