Click to edit Master title style Kanban Board Design

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ueslgnlng a (Þull) SysLem vlsual ConLrol 8oard
Click to edit Master title style Kanban Board Design
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!"#$%&'(& *+,-#.&/0 1/#-&,, 2 3#"4&54 678
LsLabllsh ?our
ConLexL llrsL
CusLomer
1ypes
Work 1ypes
uemand 1ypes
Arrlval
8aLes
LxLernal
ulssausfacuons
lnLernal
ulssausfacuons
Workßows
uellvery
LxpecLauons
lf you haven'L done so, spend some ume developlng a
ConLexL Map (see nexL sllde) of your workßow ñrsL.
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use Lhls Lo begln undersLandlng and vlsuallzlng lmporLanL
and prlmary sLaLes of your Cu88Ln1 workßow.
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lL ls crlucal Lo ldenufy Lhe upsLream and downsLream sLaLes
LhaL are ln your ablllLy Lo lnßuence. 1hese form Lhe boundarles
of your workßow (and Lhe pull sysLem you'll creaLe).
8emember, dolng ºkanban" means uslng a kanban (pull)
sysLem as parL of a process Lo conLrol #.&/9:/'&"+"(,
:"&.&" ;#$, and Lo ,<=:%74& &.#%:<#"7/0 ->7"(&?"
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1hese boundarles also represenL where you'll need Lo collaboraLe and
communlcaLe closely wlLh your upsLream and downsLream parLners lf
you're Lo eñecuvely work wlLh your pull sysLem and Lhelr ºsysLem."
8eLween Lhese Lwo boundarles your lnlual goal ls Lo creaLe even and
predlcLable ßow where Lhere ls llule or none now, creaung a basellne and
envlronmenL for eñecuve and susLalnable conunuous lmprovemenL.
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1hen beLween your upsLream boundary and downsLream
boundarles, use whaL you learned from your conLexL map
Lo vlsuallze Lhe key sLaLes ln your workßow.
lor example, when work ls ºhanded-oñ" from one
Lo anoLher, Lhls ls oûen where work ºslLs ldle."
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?ou mlghL sLarL wlLh someLhlng as slmple as 8acklog, 1ouo,
uolng, and uone. 1hen, leL ºforces" emerge for addlng any new
useful columns. uon'L add columns wlLhouL need or beneñL.
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Cr maybe you have someLhlng more deLalled, llke 8acklog, uev. 8eady,
Analysls, ueslgn, Codlng, valldaLe, uev. uone, lnLernal 8evlew,
CusLomer 8evlewed, uellvery 8eady, uellvered, and WarranLy.
8uL uCn'1 slmply copy anoLher Leam's board, make lL
?Cu8 own. Lven lf you sLarL slmllarly Lo anoLher Leam's
board, yours wlll llkely evolve and be used dlñerenLly.
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WlÞ LlmlLs are Lyplcally ldenuñed and vlsuallzed
promlnenLly for each prlmary workßow sLaLe.
ToDo (10)
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Þrlmary workßow sLaLes are oûen subdlvlded Lo hlghllghL
vlslblllLy of a sub-sLaLe wlLhln Lhe prlmary sLaLe.
lor example sub-dlvlde columns Lo show speclñc sLaLe of
work lLems lf Lhls ls helpful (ex. uev. 8eady, uev. uone).
ToDo (10)
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ln some case Lhe subdlvlslon hlghllghLs key sub-sLaLes where
slmulLaneous sub-sLeps ln Lhe workßow occur or where planned
lLerauons wlll occur wlLhln Lhe prlmary sLaLe.
ToDo (10)
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ToDo (10)
Sull Lhe WlÞ llmlL wlll oûen apply
Lo Lhe prlmary workßow sLaLe.
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ToDo (10)
Cr Lhe WlÞ llmlL may apply across a
number of prlmary workßow sLaLe.
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ToDo (10)
8uL ln oLher cases you mlghL also esLabllsh a WlÞ
llmlL for Lhe prlmary sLaLes as well as sub-sLaLes.
ToDo (5) ToDo (3)
ToDo (8)
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ln some cases a prlmary sLaLe ls subdlvlded horlzonLally Lo hlghllghL key
sub-sLaLes where slmulLaneous sub-sLeps ln Lhe workßow occur or
where planned lLerauons wlll occur wlLhln Lhe prlmary sLaLe.
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ln oLher cases several prlmary sLaLes are subdlvlded horlzonLally Lo hlghllghL a
muluple level vlew of work lLems, or dlñerlng sub-workßows ln Lhe prlmary
workßow, or agaln Lo hlghllghL slmulLaneous or lLerauve sLeps ln Lhe workßow.
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Agaln WlÞ llmlLs can apply lndlvldually or
across Lhese sub-vlslons dependlng on
your conLexL and speclñc workßow needs.
Comblnauons of verucal and horlzonLal ºswlm lanes" are also common
ways Lo meanlngfully and helpfully vlsuallze your workßows.
ToDo (10)
ToDo (5) ToDo (3)
ToDo (8)
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Cne noLe of awareness when uslng ºswlm lanes." lf you're board esLabllshes a
swlm lane per person on Lhe Leam, conslder Lhe prlmary goal and focus for your
kanban board ls Lo help ºmanage and vlsuallze" Lhe work and ßow of worklLems.
1he prlmary goal and focus for your kanban board
ls noL Lo ºmanage" lndlvldual Leam members.
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8uL don'L over englneer! 1oo
much deLall ls noL helpful!
?our board should qulckly ºradlaLe" Lhe mosL useful
lnformauon for managlng work and ensurlng ßow,
and surfaclng where work ls noL ßowlng.
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uon'L leL soûware Lools (Lhelr llmlLauons or
ºexLra" feaLures) dlcLaLe or drlve how you
vlsuallze and evolve your workßow.
?our board should reßecL your AC1uAL workßow, noL whaL you lmaglne or
wlsh lL should be! uon'L confuse oLhers wlLh Loo much deLall or a workßow
LhaL doesn'L reßecL whaL acLually occurs.
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8eady (6)
ueslgn (3) uevelopmenL (3)
1esL (3) ueployed
uolng uone uolng uone
Ad[usL over ume
1eam's capablllLy
8emember WlÞ may be ad[usLed over ume and should reßecL some
level of Lhe Leam's capablllLy.
Common sLarung polnLs: currenL average
WlÞ x 2, Leam slze x 2, Leam slze + 1, (Leam
slze / 2) + 1, average compleuon raLe x 2.
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8eady (6)
ueslgn (3) uevelopmenL (3) 1esL 8eady
uolng uone uolng uone
8uñer
1eam's capablllLy
ueployed
1esL (3)
(2)
Cueue
8uñer: used ln fronL of bouleneck, should nLvL8 go
empLy, keeps bouleneck fully uullzed (explolLed).
Cueue: used ln fronL of non-bouleneck, cushlons Lwo dlsparaLe
ßow raLes, mlghL empLy (ex. ßush 8eady Lo ueploy queue)
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8eady (6)
ueslgn (3) uevelopmenL (3) 1esL 8eady
uolng uone uolng uone
ueployed
1esL (3)
(2)
1yplcally color ls used Lo help dlsungulsh beLween dlñerenL worklLems on a
board, color could represenL dlñerenL slze or prlorlLy as well.
CrlenLauon (roLauon) or shape can also deslgnaLe speclñcs abouL worklLems on Lhe
board (ex. worklLem needlng a shared resource, worklLem dependlng on exLernal or
Lhlrd parLy resource, worklLem ºdone" and ready Lo be pulled furLher downsLream).
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8eady (6)
ueslgn (3) uevelopmenL (3) 1esL 8eady
uolng uone uolng uone
ueployed
1esL (3)
(2)
Color suckles are oûen used Lo furLher aurlbuLe and communlcaLe
speclñcs abouL a worklLem on a board.
8rlghL plnk suckles Lyplcally are used Lo vlsuallze a blocked
worklLem. vlsuallzlng who ls worklng on a worklLem ls also
Lyplcally done wlLh a colored sucky or ºpersonallzed" avaLar.
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1yplcally pollcles descrlblng (crlLerla) for how and when work ls pulled or
moved across Lhe workßow are vlsuallzed aL Lop or bouom of each sLaLe.
When uslng elecLronlc board, Leams
someumes Lape pollcles aL Lop of Lhe blg
screen monlLor dlsplaylng Lhe workßow.
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ToDo (12)
1he WlÞ LlmlL and Lhe pollcy regardlng how Lhe lnpuL Cueue Lo your
workßow ls replenlshed ls crlucal. uon'L dlsregard Lhe lmporLance of Lhese.
1hls ls Lyplcally when ºLhe clock" sLarLs on Lhe SLA you're communlcaung
Lo upsLream and downsLream parLners. Condluonlng Lhe lnpuLs Lo
opumlze your workßow boLh ln Lerms of value and ßow sLarLs here.
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Cne example of a real world kanban board.