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Implementing Kanban to Improve your Workflow [email protected] 1

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Introductions 2

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Introductions • Name • Current job role • Experience with Kanban • Expectations of this class 3

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Course Objectives and Style 4

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Course Objectives • Upon completion of this course you will be able to • Describe Kanban. • Apply principles to solve workflow problems. • Describe various tools. • Choose the right tools for your team. 5

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Agenda 6

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Topics • Qualifications • Workflow • Prepping for Success • Intro to Kanban • Metrics • Online Tools • Review 7

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Breaks! • 10:30-11:00am Morning Break • 12:30pm End of tutorial and Lunch 8

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Additional Questions? • Kanban? • Hadoop? • Monitoring? • Chef? ! Ping me Twitter: @sigje Email: [email protected] 9

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Qualifications? 10

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Practitioner “Excellence is an art won by training and habituation…We are what we repeatedly do. Excellence, then, is not an act but a habit.” ! — Aristotle 11

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Case 1 12

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Team 1 • small • semi-siloed from development and qe • ~10 dev, ~3 qe, ~2 se, 1 product manager, 100s of customers 13

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Goal • Effective use of time • No duplication of effort • Improve customer experience • Promotion to larger projects 14

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Solution • Personal Kanban • Dashboards • Influence through visuals 15

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Factors for Success • Trust • Visual dashboards 16

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Case 2 17

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Team 2 • Small • Siloed from development and qe • ? dev, ? qe, 10 se, 1 product manager, 3 project manager, open source, 100s of customers 18

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Goal • Break down rigid single points of knowledge failure • Reduce development friction • Eliminate duplicate efforts 19

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Solution • Team Kanban • Incremental improvements 20

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Factors for Success • Management buy in • Training • Effort to minimize “pushing” • Weekly team syncs • Proximity of team 21

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Workflow 22

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Workflow Work that is .. • orchestrated • repeatable • organized • moving from one state to another. 23

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WIP • Work in progress • work that has had resources applied to it ! • Resources are .. • people, money,.. 24

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Properties of Tasks • name • start date • end date • current state • description • priority • owner 25

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TIP: Sample Task Handling • What is it? • Can you do anything with it? • What is the next step? 26

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Properties of Projects • same requirements as a task and are larger in scope. • may be comprised of more than one task. 27

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Task vs Project Group Exercise • What is the difference between a task and a project? 28

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Additional property • Size 29

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Interrupts • Non planned work that comes in • customer request • incident • request for help from coworker • single point of knowledge (you) work • high priority task push from manager 30

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Blocked work • Work that can progress no further: • dependent teams • blocked by external team • insufficiently qualified request • blocked by requester • dependent on SPOK • blocked by team • time dependent 31

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Work Team Exercise Time: 5 minutes What does a typical work day look like for work that you do specifically that is non-interrupt based? Choose a speaker for the group to share summary. 32

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Interrupts Team Exercise Time: 5 minutes Do you have interrupts and what are they? ! Choose a (different) speaker for the group to share summary. 33

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Done? Group Exercise • When is work done? 34

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Prepping for Success 35

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Environment 36

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Values 37

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Desire 38

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Motivation 39

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Connectedness 40

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Team Vs Individual 41

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Objectives • Defined by the team. Not management. • Defined by the team. Not individuals. • Everyone has voice, opportunity to speak. 42

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Tip: Implement as a Team Communication. Collaboration. • Discuss objectives. • Describe work. • Define lanes. • Define a task. • Define a project. 43

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Tip: Elect a Champion 44

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Intro to Kanban 45

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Kanban • “visual card” 46

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Kanban - Unit of work • request • issue • defect unit of work - specific to environment 47

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What is it ? A System. • visual process management • what to do • when to do it • how much to do 48

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What is it ? A Method. • incremental, evolutionary process improvement 49

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3 Principles • Current Process. • Incremental, Evolutionary Change. • Respect current process, roles, responsibilities and titles. 50

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5 Core Practices • Visualize. • Limit WIP. • Manage flow. • Make policies explicit. • Improve collaboratively. 51

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Kanban Principles 52

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3 Principles • Current Process. • Incremental, Evolutionary Change. • Respect current process, roles, responsibilities and titles. 53

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Current Process • Do you know what the current process is? • Is it documented? Is it explicit? Is it clear? • Has it been evaluated with team? 54

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3 Principles • Current Process. • Incremental, Evolutionary Change. • Respect current process, roles, responsibilities and titles. 55

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Incremental Evolutionary Change • How are you measuring current process? • Is value clearly understood? • Is work defined in value not cost? 56

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3 Principles • Current Process. • Incremental, Evolutionary Change. • Respect current process, roles, responsibilities and titles. 57

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Respect Current State • Find the current value. • Not forceful. • What people want vs How to get there 58

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Review Question • What are the 3 principles? 59

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Kanban Practices 60

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5 Core Practices • Visualize. • Limit WIP. • Manage flow. • Make policies explicit. • Improve collaboratively. 61

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Work Unit • Individual Card • PostIt • Color - Type • Flags • Blocked work • Small PostIts 62

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Operations Cards Team Exercise Time: 10 minutes Use PostIts and flags to mock up a legend for work items. 63

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Tip: Standardize 64

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Visualize - Avatar 65

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Visualize - Sample Boards 66

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States of Work • specific to environment • up for discussion within team • can change overtime • reflects now not what you want it to be 67

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Visualize - Sample Boards 68

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Visualize - Grid with Legend 69

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Visualize - Evolutionary 70

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Visualize - Automation 71

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Tip: Yes and .. 72

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Operations Board Team Exercise Time: 10 minutes Use large PostIt to mock up a SysAdmin board. Don’t forget to add your legend. 73

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5 Core Practices • Visualize. • Limit WIP. • Manage flow. • Make policies explicit. • Improve collaboratively. 74

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Limit WIP. 75

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Limit WIP - Why? • Identify bottlenecks • Weakest link in chain 76

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5 Core Practices • Visualize. • Limit WIP. • Manage flow. • Make policies explicit. • Improve collaboratively. 77

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Manage flow • Measure flow of work items through states. • How fast are we creating value, minimizing risk, and avoiding cost of delay in predictable manner? 78

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5 Core Practices • Visualize. • Limit WIP. • Manage flow. • Make policies explicit. • Improve collaboratively. 79

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Make policies explicit. 80 Story In Progress: Acceptance criteria are identified. The story has been divided into tasks. The “started” date has been recorded.

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Make policies explicit. 81

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5 Core Practices • Visualize. • Limit WIP. • Manage flow. • Make policies explicit. • Improve collaboratively. 82

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Improve collaboratively. 83

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Improve collaboratively. 84

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Review Questions • Give me an example of the most basic kanban board. • Why do we need to make policies explicit? • Why do we make incremental changes? 85

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Meetings with Kanban 86

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Lean Coffee • Draw “To Do, Doing, Done” on white board. • Spend 5 minutes to write topics on sticky notes. • Vote on topics with stickers. Each person gets 2 votes. • Prioritization of topics based on votes. 87

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Metrics 88

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Metrics • Why? 89

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Metrics • What? • cumulative flow • type distribution • efficiency • average cycle times 90

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Cumulative Flow Diagram count of cards in particular state/lane for each day in a specific time interval. 91

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Cumulative Flow Diagram 92

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Distribution • Count of cards organized by state, task type, or owner. 93

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Card Distribution 94

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Card Distribution 95

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Efficiency • relative status (in process, waiting, completed..) of WIP over time. • % of work • gauge efficiency trends • reduce ratio of work items waiting to be queued versus items actively processed 96

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Efficiency Diagram 97

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Average Cycle Time • cycle time - time take to move a task from start to finish including wait time. • average cycle time - specific to an interval of time 98

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Little’s Law N = XR • N - number in system • X - Throughput • R - average time in system 99

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Utilization Law U = XS • U - % of time processing tasks • X - Output Rate Tasks/Unit of time • S - Mean service time 100

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Applying Metrics 101

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Level 1 • Increase Throughput • Increase Resource Utilization 102

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Level 2 • Decrease Variability • sizing • cycle time 103

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Group Activity 104

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Tools and Resources 105

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• RescueTime • Trello • Leankit • Rally 106

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RescueTime - Time tracking 107

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RescueTime - Time tracking 108

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LeanKit - Kanban 109

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LeanKit - Kanban 110

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Trello - Kanban 111

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Rally - Scrum 112

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Dominica DeGrandis • http://www.ddegrandis.com • DevOps Kanban game • Public and private training • Youtube videos 113

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Review 114

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Workflow Work that is .. • orchestrated • repeatable • organized • moving from one state to another. 115

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3 Principles • Current Process. • Incremental, Evolutionary Change. • Respect current process, roles, responsibilities and titles. 116

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5 Core Practices • Visualize. • Limit WIP. • Manage flow. • Make policies explicit. • Improve collaboratively. 117

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Thank you • Contact: [email protected] • Twitter: @sigje 118

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Credits • Washing the dishes - https://www.flickr.com/photos/mulazimoglu/3863835843/in/photostream/ • Kanban (im Team) - https://www.flickr.com/photos/otacke/ • Kanban avatars - https://www.flickr.com/photos/ninetomorrows/6925604157 • Productivity kanban - https://www.flickr.com/photos/orcmid/3879259373 • Kanban a week later - https://www.flickr.com/photos/alq666/3388196910 • explicit policies kanban board - https://www.flickr.com/photos/dexter_mixwith/6353937575 • team vs individual - http://www.flickr.com/photos/levork ! ! ! ! 119