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Kanban: A Process Tool




            John Heintz, Gist Labs
john@gistlabs.com    http://gistlabs.com/john
John Heintz, Gist Labs

      Gist Labs is essential innovation

• Essential Process: Agile/Lean/Kanban
• Essential Technology: Java/Scala, REST

  Customers include:
• MMO Game Studio, 100+ people
• Online precious metals broker

 2       ©2009 Gist Labs LLC, CC BY-ND
What is Kanban?

Kanban is a tool for organizing work.

The name “Kanban” is Japanese for visual token

"Kanban promotes flow and reduced cycle-time
by limiting WIP and pulling value through in a
visible manner."
     • Torbjörn Gyllebring

WIP is “Work In Progress”

 3          ©2009 Gist Labs LLC, CC BY-ND
A Kanban Board




4   ©2009 Gist Labs LLC, CC BY-ND
One of my team's Kanban Board




5      ©2009 Gist Labs LLC, CC BY-ND
Explaining Kanban: Theory or Practice?


• Open Discussion: which to teach first

• I'm going to present the practices first




  6        ©2009 Gist Labs LLC, CC BY-ND
Practices: Rules of the Game


• Organize work into different types
     ◦ S-M-L, high-low priority, maintenance/new...
• Map out the steps for each type (workflow)
     ◦ compress steps the same people do
• Agree to WIP limits for each step
• Only pull work from upstream when slot opens



 7            ©2009 Gist Labs LLC, CC BY-ND
The Simplest Kanban Rule


       Limit the number of things in work
                to a fixed number



 This one rule will lead to most everything else
 in this presentation.



 8       ©2009 Gist Labs LLC, CC BY-ND
Deciding on WIP Limits
• Start every limit at 1.
      ◦ Add tokens 1 at a time until one person is always
        busy, then apply Theory of Constraints.
• Start every limit at arbitrarily large value, 10.
      ◦ Subtract tokens 1 at a time until flow is observed.
        Then start looking for a way to remove 1 more.
• Create a Value Stream Map and measure the
  time-on-task distribution of each activity.
      ◦ Use Little’s Law to calculate the corresponding
        queue sizes.
                 Corey Ladas, http://leansoftwareengineering.com/
  9            ©2009 Gist Labs LLC, CC BY-ND
Why Are WIP Limits So Central?


• Multitasking is bad, but not just because of the
  cost of changing context.

• Little's Law: Total Cycle Time =
     (# in process) / (average completion rate)

• Generalized delays are the waste caused by
  multitasking.
 10       ©2009 Gist Labs LLC, CC BY-ND
Visualizing the Delay
• Notice that multitasking slows delivery
• That translates to lost revenue




 11       ©2009 Gist Labs LLC, CC BY-ND
Why are we sitting here? Not my job...


• The state of the art in development and
  deployment is advancing.

• Flickr releases production code every 30 min
• IMVU releases production code every 9 min




 12       ©2009 Gist Labs LLC, CC BY-ND
What about Agile?


• Kanban and Agile don't compete, but aren't
  the same

• Corey Ladas wrote Scrumban merging them

• Teams can start with Agile adding WIP Limits,
  or just start with Kanban.


 13       ©2009 Gist Labs LLC, CC BY-ND
Some differences Agile/Kanban


•   Iterations vs continuous Flow
•   Velocity
•   Story commitment vs average cycle time
•   Estimation focus
•   Homogenous stories




    14      ©2009 Gist Labs LLC, CC BY-ND
Visualizing - Cumulative Flow Diagrams


• CFDs show a sliding time view of workflow

• The vertical axis is WIP
• The horizontal axis is time

• “Bulges” in a CFD indicate a problem



 15       ©2009 Gist Labs LLC, CC BY-ND
Sample Cumulative Flow Diagrams




 16    ©2009 Gist Labs LLC, CC BY-ND
Sample Cumulative Flow Diagrams




 17    ©2009 Gist Labs LLC, CC BY-ND
Boards and Diagrams


• The Kanban Board is “now”
• The CFD is the cumulative history

• A “log jam” on the board or a vertical growth in
  a lane of the CFD indicate a problem.
• These are leading indicator of slow delivery



 18       ©2009 Gist Labs LLC, CC BY-ND
The Theory: Lean Behind the Scenes


• Lean is the American name for the Toyota
  Production System

• Lean Software Development is a large
  collection of ideas, principles, and techniques

• Kanban is a powerful tool from Toyota


 19       ©2009 Gist Labs LLC, CC BY-ND
The Principles of Lean


• Jim Womach, author of “The Toyota Way”
      ◦   Value (from the perspective of the customer)
      ◦   The Value Stream
      ◦   Flow
      ◦   Pull
      ◦   Kaizan (continuous improvement)




 20              ©2009 Gist Labs LLC, CC BY-ND
David Anderson's Recipe for Success
• David Anderson started all of this, and
  launched the conference earlier this month

• Recipe for Success (with projects):
      ◦   Focus on Quality
      ◦   Reduce WIP, Deliver Often
      ◦   Balance Demand Against Throughput
      ◦   Prioritize


 http://www.agilemanagement.net
 21             ©2009 Gist Labs LLC, CC BY-ND
Rob Hathaway's Principles for Kanban


• Rob presented these at the conference

• Principles:
      ◦   Value
      ◦   Prioritization
      ◦   WIP Limits
      ◦   Quality



 22               ©2009 Gist Labs LLC, CC BY-ND
Chris Shinkle, Drefus Model


• Chris presented a “practices first” experience
  report. He described his experience as
  matching the Drefus Model of Skills
  Acquisition.




 23       ©2009 Gist Labs LLC, CC BY-ND
Dreyfus Model of Skill Acquisition
• Novice
      ◦ rigid adherence to rules
• Advanced beginner
      ◦ situational perception still limited
• Competent
      ◦ now partially sees action as part of larger picture
• Proficient
      ◦ uses maxims for guidance
• Expert
      ◦ no longer reliance on rules, guidelines, maxims
 24             ©2009 Gist Labs LLC, CC BY-ND
Surprise! Cultural Change


• I didn't expect this, but many teams seem to
  more successfully adopt Kanban than Agile

• My hypothesis: Concrete Reflective Tools

• Other reasons, from Alan Shalloway:
      ◦ Focus on the work
      ◦ Reduced Fear with story/velocity commitments

 25           ©2009 Gist Labs LLC, CC BY-ND
Abstraction and Refection


• Many people prefer concrete examples over
  abstract ideas

• Reflective is about examining the past to
  reason about the future
      ◦ but... it's often a vague abstract process

• I classify Agile Retrospectives as abstract
  reflective tools
 26            ©2009 Gist Labs LLC, CC BY-ND
Concrete Refective Tools

• A concrete reflective tools is both
  specific and forward/backward looking

• “What WIP Limit should we set for Features?”
• “What caused this spike in WIP?”
• “Why are X features so unpredictable?”

• Kanban provides concrete focal points for
  teams to reflectively problem solve
 27       ©2009 Gist Labs LLC, CC BY-ND
Another Concrete Refective Tool - A3


• An A3 is another tool from Toyota
      ◦ A3 is the size of European paper used
      ◦ A knowledge capture/sharing tool
         Plan/Do/Check/Act (aka scientific method)
      ◦ A management and authority gathering tool

• Being able to concretely point to a fragment of
  an A3 enables team reflective problem solving.

 28           ©2009 Gist Labs LLC, CC BY-ND
References – Blogs, Lists


• David Anderson's Blog
  http://www.agilemanagement.net
• Corey Ladas' Blog
  http://leansoftwareengineering.com
• Kanban Mailing List
 http://finance.groups.yahoo.com/group/kanbandev/
• Lean Kanban Conference
  http://www.leankanbanconference.com/
 29       ©2009 Gist Labs LLC, CC BY-ND
References – Scrumban Book


• Excellent reference

• Corey and David
  worked at Microsoft
  and Corbis together
  on Kanban




 30       ©2009 Gist Labs LLC, CC BY-ND
References – Stikky Tabs


• Reusable sticky tabs

• We love them




 31       ©2009 Gist Labs LLC, CC BY-ND
The Simplest Kanban Rule


       Limit the number of things in work
                to a fixed number



 This one rule will lead to most everything else
 in this presentation.



 32      ©2009 Gist Labs LLC, CC BY-ND
Kanban: A Process Tool

             Questions?


            John Heintz, Gist Labs
john@gistlabs.com    http://gistlabs.com/john

                ©2009 Gist Labs LLC, CC BY-ND   33
More From the Conference


• Materials for Executives
      ◦ Dean Leffingwell's Model for Agile Enterprises

• Lean Software and Systems Consortium

• Great quotes



 34            ©2009 Gist Labs LLC, CC BY-ND
Lean Software and Systems Consortium


  http://leanssc.org

• “The consortium is committed to community,
  communication and education”
• Will develop a “Body of Knowledge”
• Will define a distributed certification process



 35        ©2009 Gist Labs LLC, CC BY-ND
Great Quotes from the Conference


• “Stop starting, Start finishing”
      ◦ Sterling Mortensen

• “I have found my tribe.”
      ◦ Jim Sutton

• “If you don’t know to get the story out of the
  iteration – don’t let it in”
      ◦ Dean Leffingwell
 36           ©2009 Gist Labs LLC, CC BY-ND

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Kanban

  • 1. Kanban: A Process Tool John Heintz, Gist Labs john@gistlabs.com http://gistlabs.com/john
  • 2. John Heintz, Gist Labs Gist Labs is essential innovation • Essential Process: Agile/Lean/Kanban • Essential Technology: Java/Scala, REST Customers include: • MMO Game Studio, 100+ people • Online precious metals broker 2 ©2009 Gist Labs LLC, CC BY-ND
  • 3. What is Kanban? Kanban is a tool for organizing work. The name “Kanban” is Japanese for visual token "Kanban promotes flow and reduced cycle-time by limiting WIP and pulling value through in a visible manner." • Torbjörn Gyllebring WIP is “Work In Progress” 3 ©2009 Gist Labs LLC, CC BY-ND
  • 4. A Kanban Board 4 ©2009 Gist Labs LLC, CC BY-ND
  • 5. One of my team's Kanban Board 5 ©2009 Gist Labs LLC, CC BY-ND
  • 6. Explaining Kanban: Theory or Practice? • Open Discussion: which to teach first • I'm going to present the practices first 6 ©2009 Gist Labs LLC, CC BY-ND
  • 7. Practices: Rules of the Game • Organize work into different types ◦ S-M-L, high-low priority, maintenance/new... • Map out the steps for each type (workflow) ◦ compress steps the same people do • Agree to WIP limits for each step • Only pull work from upstream when slot opens 7 ©2009 Gist Labs LLC, CC BY-ND
  • 8. The Simplest Kanban Rule Limit the number of things in work to a fixed number This one rule will lead to most everything else in this presentation. 8 ©2009 Gist Labs LLC, CC BY-ND
  • 9. Deciding on WIP Limits • Start every limit at 1. ◦ Add tokens 1 at a time until one person is always busy, then apply Theory of Constraints. • Start every limit at arbitrarily large value, 10. ◦ Subtract tokens 1 at a time until flow is observed. Then start looking for a way to remove 1 more. • Create a Value Stream Map and measure the time-on-task distribution of each activity. ◦ Use Little’s Law to calculate the corresponding queue sizes. Corey Ladas, http://leansoftwareengineering.com/ 9 ©2009 Gist Labs LLC, CC BY-ND
  • 10. Why Are WIP Limits So Central? • Multitasking is bad, but not just because of the cost of changing context. • Little's Law: Total Cycle Time = (# in process) / (average completion rate) • Generalized delays are the waste caused by multitasking. 10 ©2009 Gist Labs LLC, CC BY-ND
  • 11. Visualizing the Delay • Notice that multitasking slows delivery • That translates to lost revenue 11 ©2009 Gist Labs LLC, CC BY-ND
  • 12. Why are we sitting here? Not my job... • The state of the art in development and deployment is advancing. • Flickr releases production code every 30 min • IMVU releases production code every 9 min 12 ©2009 Gist Labs LLC, CC BY-ND
  • 13. What about Agile? • Kanban and Agile don't compete, but aren't the same • Corey Ladas wrote Scrumban merging them • Teams can start with Agile adding WIP Limits, or just start with Kanban. 13 ©2009 Gist Labs LLC, CC BY-ND
  • 14. Some differences Agile/Kanban • Iterations vs continuous Flow • Velocity • Story commitment vs average cycle time • Estimation focus • Homogenous stories 14 ©2009 Gist Labs LLC, CC BY-ND
  • 15. Visualizing - Cumulative Flow Diagrams • CFDs show a sliding time view of workflow • The vertical axis is WIP • The horizontal axis is time • “Bulges” in a CFD indicate a problem 15 ©2009 Gist Labs LLC, CC BY-ND
  • 16. Sample Cumulative Flow Diagrams 16 ©2009 Gist Labs LLC, CC BY-ND
  • 17. Sample Cumulative Flow Diagrams 17 ©2009 Gist Labs LLC, CC BY-ND
  • 18. Boards and Diagrams • The Kanban Board is “now” • The CFD is the cumulative history • A “log jam” on the board or a vertical growth in a lane of the CFD indicate a problem. • These are leading indicator of slow delivery 18 ©2009 Gist Labs LLC, CC BY-ND
  • 19. The Theory: Lean Behind the Scenes • Lean is the American name for the Toyota Production System • Lean Software Development is a large collection of ideas, principles, and techniques • Kanban is a powerful tool from Toyota 19 ©2009 Gist Labs LLC, CC BY-ND
  • 20. The Principles of Lean • Jim Womach, author of “The Toyota Way” ◦ Value (from the perspective of the customer) ◦ The Value Stream ◦ Flow ◦ Pull ◦ Kaizan (continuous improvement) 20 ©2009 Gist Labs LLC, CC BY-ND
  • 21. David Anderson's Recipe for Success • David Anderson started all of this, and launched the conference earlier this month • Recipe for Success (with projects): ◦ Focus on Quality ◦ Reduce WIP, Deliver Often ◦ Balance Demand Against Throughput ◦ Prioritize http://www.agilemanagement.net 21 ©2009 Gist Labs LLC, CC BY-ND
  • 22. Rob Hathaway's Principles for Kanban • Rob presented these at the conference • Principles: ◦ Value ◦ Prioritization ◦ WIP Limits ◦ Quality 22 ©2009 Gist Labs LLC, CC BY-ND
  • 23. Chris Shinkle, Drefus Model • Chris presented a “practices first” experience report. He described his experience as matching the Drefus Model of Skills Acquisition. 23 ©2009 Gist Labs LLC, CC BY-ND
  • 24. Dreyfus Model of Skill Acquisition • Novice ◦ rigid adherence to rules • Advanced beginner ◦ situational perception still limited • Competent ◦ now partially sees action as part of larger picture • Proficient ◦ uses maxims for guidance • Expert ◦ no longer reliance on rules, guidelines, maxims 24 ©2009 Gist Labs LLC, CC BY-ND
  • 25. Surprise! Cultural Change • I didn't expect this, but many teams seem to more successfully adopt Kanban than Agile • My hypothesis: Concrete Reflective Tools • Other reasons, from Alan Shalloway: ◦ Focus on the work ◦ Reduced Fear with story/velocity commitments 25 ©2009 Gist Labs LLC, CC BY-ND
  • 26. Abstraction and Refection • Many people prefer concrete examples over abstract ideas • Reflective is about examining the past to reason about the future ◦ but... it's often a vague abstract process • I classify Agile Retrospectives as abstract reflective tools 26 ©2009 Gist Labs LLC, CC BY-ND
  • 27. Concrete Refective Tools • A concrete reflective tools is both specific and forward/backward looking • “What WIP Limit should we set for Features?” • “What caused this spike in WIP?” • “Why are X features so unpredictable?” • Kanban provides concrete focal points for teams to reflectively problem solve 27 ©2009 Gist Labs LLC, CC BY-ND
  • 28. Another Concrete Refective Tool - A3 • An A3 is another tool from Toyota ◦ A3 is the size of European paper used ◦ A knowledge capture/sharing tool Plan/Do/Check/Act (aka scientific method) ◦ A management and authority gathering tool • Being able to concretely point to a fragment of an A3 enables team reflective problem solving. 28 ©2009 Gist Labs LLC, CC BY-ND
  • 29. References – Blogs, Lists • David Anderson's Blog http://www.agilemanagement.net • Corey Ladas' Blog http://leansoftwareengineering.com • Kanban Mailing List http://finance.groups.yahoo.com/group/kanbandev/ • Lean Kanban Conference http://www.leankanbanconference.com/ 29 ©2009 Gist Labs LLC, CC BY-ND
  • 30. References – Scrumban Book • Excellent reference • Corey and David worked at Microsoft and Corbis together on Kanban 30 ©2009 Gist Labs LLC, CC BY-ND
  • 31. References – Stikky Tabs • Reusable sticky tabs • We love them 31 ©2009 Gist Labs LLC, CC BY-ND
  • 32. The Simplest Kanban Rule Limit the number of things in work to a fixed number This one rule will lead to most everything else in this presentation. 32 ©2009 Gist Labs LLC, CC BY-ND
  • 33. Kanban: A Process Tool Questions? John Heintz, Gist Labs john@gistlabs.com http://gistlabs.com/john ©2009 Gist Labs LLC, CC BY-ND 33
  • 34. More From the Conference • Materials for Executives ◦ Dean Leffingwell's Model for Agile Enterprises • Lean Software and Systems Consortium • Great quotes 34 ©2009 Gist Labs LLC, CC BY-ND
  • 35. Lean Software and Systems Consortium http://leanssc.org • “The consortium is committed to community, communication and education” • Will develop a “Body of Knowledge” • Will define a distributed certification process 35 ©2009 Gist Labs LLC, CC BY-ND
  • 36. Great Quotes from the Conference • “Stop starting, Start finishing” ◦ Sterling Mortensen • “I have found my tribe.” ◦ Jim Sutton • “If you don’t know to get the story out of the iteration – don’t let it in” ◦ Dean Leffingwell 36 ©2009 Gist Labs LLC, CC BY-ND