Kanban Archive

8

PMI and Kanban

How are you? My name is [author] and I’m a writer for PM Network magazine, the official publication of PMI. I’m doing a piece about e-kanban systems and their role in Enterprise Resource Planning (ERP). Would you be interested in doing a quick interview?

So begins my hope of spreading the positive impacts of Kanban in a PMI publication, only to feel betrayed.

Let’s go back a few years

Back in 2009, when I was first learning about Kanban, I saw both David Anderson and Jim Benson write about AgileZen on their blogs.  That’s when, in addition to using a physical Kanban, I started using AgileZen to manage my personal work.

Fast forward to June 2010

After reading David Bland’s blog post about creating virtual story boards with Google Docs, it inspired me to create a DIY virtual Kanban. What I discovered was, yes, you can do it.  But, why would you do it when a physical Kanban works so much better?  For me, it’s all about visualization and simplicity.  If you’re dealing with distributed teams, in addition to a physical Kanban at each location, I would recommend using AgileZen to bridge the 2 physical boards.  AgileZen is my personal preference.  It’s clean, it’s easy to use, and it’s free if you only have 1 project.  I never used my Google Docs hack because it was too easy to use a physical Kanban and AgileZen.

Now fast forward to just 2 months ago

A writer for PM Network magazine writes me, asking to interview me.  I agree and we spoke at length by telephone two times.  During the first interview, I got the impression that he had not used Kanban before.  He didn’t get visualizing workflow. He didn’t get limiting your work in progress.  So, I threw out my L.A. Freeway analogy and related it to activities at work.  The author had done research about JIT lean manufacturing but I got the impression he was unable to bridge the gap on how he could apply it to his world.  I couldn’t understand why he kept pushing the virtual Kanban.  Because I wanted to answer his questions, I said he could go so far as to do it in Google Docs.

A few weeks passed and I was contacted by a research editor.  She said she was fact checking and also wanted a high resolution headshot and introduction to include in the article.  Her “facts” surprised me.  What the author had written was sending the wrong message!  He was pushing the Google Docs (hack) and not AgileZen.  He clearly had not even tried the Google Docs hack, based on what he wrote.  The last sentence made me cringe.

…but you have to see if this will work with your culture before you try implementing it, even for yourself.

No, what I said was, you can leverage Kanban on an enterprise level, like for portfolio management, but you need to verify if this approach will be accepted by the organizational culture.  It doesn’t even make sense to say “…even for yourself”.

I sent back edits to what she provided.  The following is my additional responses to them.

Is there a way I can proof the entire article?  I’ve been leveraging Kanban for several years now.  Based on a few of the edits I made, I have a few concerns.  Though I don’t want to take anything away from [Author], I want to ensure your readers get the highest quality and most accurate information possible.   To be clear, I recommended AgileZen, hands down as the virtual Kanban of choice.  But, IF you wanted a (very limited) DIY virtual Kanban, then you could do it with Google Docs.

I finally picked up the phone and called them.  I stated, if I could not proof the entire article or could not be assured my changes would be incorporated in full, I did not want to be associated with the piece.

Yesterday

I received my March copy of the magazine.  On the front cover, I read “Kanban goes digital”.  On page 66 and 67, I find that I am quoted but with no introduction as a technical contributor or headshot.  To set the record straight, I didn’t choose the images used in their article nor did I write it.  I am merely quoted.

…and this is why I write my own blog and tweet.

Popularity: 2%

4

One of My Resolutions

When PM Bistro asked if I would write a blog post for them, I was happy to oblige.  You can read the original post here.  For a little background, I was asked to write about a particular work-related goal I have for 2011.  I actually have several (goal) resolutions for 2011.  I keep them on my Personal Kanban so I can be reminded of them daily.  Because they are so big, I consider them Epics.  I then break them down into “actionable” stories.  Anyway, here is the blog post.  I hope you enjoy.


When asked to think about a particular work-related goal I made for 2011, I knew it would be easy to list but harder to explain. It’s common to say “how” or “what” you’re going to do. It’s a whole other thing to say “why” you’re doing it.

The goal I have is: To articulate the values, principles, and methods of the agile community to the traditional project management community.

Why: I’ve been working in the Industry for some 15 years. I’ve seen and been involved in the best of projects and the worst of projects. Over time, I’ve seen more and more methods defined and practiced. I’ve seen people in our profession leverage these methods in the hopes their projects would be successful. It is my fundamental belief that all project managers and leaders should know all of the options available to increase the probability of project success.

How: About 5 years ago, I read the Agile Manifesto. Though it was written for software development, I discovered I could leverage some of the principles it defined in other areas. I then discovered the agile community. These progressive thinkers spoke less of maintaining the status quo and more of introducing new ways of doing things or refinement of the old. Though there are “agile” processes to follow and disciplines to uphold, many in the traditional project management community seem to be unaware of them.Some still think agile lacks both process or discipline. I hope to change that. I plan to tweet, blog, publish, speak, and mentor at every opportunity.

What: I had the pleasure of attending the PMI North American Congress in Washington DC this last year. Though I saw a very strong visual representation from the Agile Community of Practice, when I spoke to the random attendee, they had no idea what Agile was about. As I interact with both new and seasoned professionals of our Industry, I want them to know how agile can work in concert with their traditional methods. I want to see more projects succeed.

Like the image? Find it at Pictofigo

Popularity: 1%

6

Holiday Kanban

I was recently asked how I could leverage Agile in areas other than software development.  I thought to myself, where couldn’t I leverage Agile?  I’ve used Agile, and more particularly Kanban, to manage personal work for a few years now.  I’m not trying to ram Agile or Kanban down your throat.  Rather, I just want to let you know the world is full of opportunities.

I hope this example of Personal Kanban use inspires you to consider another way to manage your work.  For more on Kanban, feel free to read my related posts or check out the Personal Kanban website.

Personal Kanban Cards

  • Green cards – Christmas
  • Orange cards – (My) Birthday
  • Blue cards – Chanukah

As a disclaimer, this is not a standalone Kanban.  I just hid my other personal work, to bring focus on my holiday items.  If my other tasks were unhidden, you’d see 1 more task in the Work in Progress (WIP) column in addition to a bunch of work in the Backlog and Ready column.  By reviewing the Blocked tasks, I know I have a little background work to do.  I’ll move these cards over to the Ready column after I do some shopping and locate some phone number.  If you look closely, you’ll notice that my highest priority is to go out and buy some booze for Secret Santa.  What can I say?  I’m a giver.


One task that got a laugh from a friend, when I tweeted it, was about my Christmas tree.  What I tweeted was

“Got the tree up. The product owner (my wife) appears satisfied and I met all acceptance criteria.”

No, this is not a dirty joke


Like the image? Find it at Pictofigo
Kanban screenshot from AgileZen

Popularity: 1%

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0

Using Stories on my Personal Kanban

User StoriesA colleague on Twitter asked how do I break down my stories, acceptance criteria etc?  As a reference point, “stories” refer to my use of User Stories on a task board or Kanban.  It’s a method of representing requirements or scope.  In upcoming posts, I’ll also write about acceptance criteria, size, blocks…

Let’s say you have some work that needs to be completed or delivered (scope).  Rather than the old fashioned shall statements to define the scope or requirement (system shall do this; system shall not do that), we’re going to write a little self-contained story on an index card, post-it note, or something similar.  When we’re done, we’re going to add the story card to our kanban board.  Our user stories are written from the perspective of the user.  In the case of the personal kanban, that’s me.  What you put in your user story may vary. But, for me, the stories have to be self-contained and they have to pass my “why” test.  Though I don’t write it in the user story or on the card, I map work I do back to higher level goals.  If the work can’t be mapped back to previously defined goals, I’m just wasting time.  Let’s try not to do that.

When writing a user story, this is the format I follow

As a <type of user>, I want <goal> so <reason>.

Here it is in action

As a blogger, I want to write a blog post about user stories, so people will understand how I use them.

Now I ask myself “why“.
What is my predefined goal that it maps back to?

Spend more time writing, speaking, and mentoring and less time directly managing or leading projects.

So, there you have it!  Because I use both an electronic kanban and a physical one, I keep all of the details in the electronic version and use the physical one a visual reference.  It is a constant reminder to myself and others of what I am committed to do, work in progress, work that is blocked, and work recently completed.

Have any question?  Feel free to leave a comment.

Popularity: 2%

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The Funnel Effect and My Kanban

GuyKawasaki tweeted about a really cool infographic on Alltop titled Why freeways come to a stop. I checked it out and what most interested me was the graphic The funnel effect (I circled it in red).

The funnel effect is a really good analogy of why you should limit your work in progress, like I do on my Personal Kanban.  In the analogy, just the right amount of water can go through as fast as it’s put into the funnel.  But add extra water to the funnel, and the whole thing backs up.

Personal KanbanIn reality, keeping focus on just the right amount of work can allow you to finish more than if you didn’t. Personally, I limit my work in progress to 3 items. I never thought it would have such a positive impact. So, what do you have to lose? Do you have a long list of to-do’s, doing a little here and doing a little there?  Do you ever feel like you’re not actually getting anything done?  Today, rather than trying to multitask, focus on just a few tasks until they are DONE. If you complete one task, you can add another to your focus list. Remember, 99% done is still not done.  At the end of the day, you’ll feel a sense of accomplishment, preventing a traffic jam of work and actually getting stuff done.

Popularity: 3%