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Implementing Kanban to Improve your Workflow [email protected] 1

Implementing Kanban to Improve your Workflow

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Tutorial from LOPSA East System, network, and security senior engineers manage intricate relationships ensuring that everything from simple tasks to complex projects gets completed in a timely manner. In this workshop, we will talk about using agile processes to identify, visualize, and improve work. Outline: Overview of the kanban process. What is kanban? Identify common problems. Define common terminology explicitly. Work through common problems as a group using kanban. Identify metrics for improvement. Review, next steps, additional resources. At the end of this tutorial, attendees will have a solid understanding of kanban and agile processes to take back to their environments.

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Implementing Kanban to Improve your [email protected]

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Introductions

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

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Course Objectives and Style

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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.

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Agenda

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

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

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Additional Questions?• Kanban? • Hadoop? • Monitoring? • Chef? !

Ping me Twitter: @sigje Email: [email protected]

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Qualifications?

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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

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Case 1

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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

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

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Solution• Personal Kanban • Dashboards • Influence through visuals

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Factors for Success• Trust • Visual dashboards

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Case 2

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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

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

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Solution• Team Kanban • Incremental improvements

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Factors for Success• Management buy in

• Training • Effort to minimize “pushing”

• Weekly team syncs • Proximity of team

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Workflow

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WorkflowWork that is .. • orchestrated • repeatable • organized • moving from one state to another.

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WIP• Work in progress

• work that has had resources applied to it !

• Resources are .. • people, money,..

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

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

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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.

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Task vs ProjectGroup Exercise

• What is the difference between a task and a project?

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Additional property• Size

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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

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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

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WorkTeam 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.

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InterruptsTeam Exercise

Time: 5 minutes

Do you have interrupts and what are they?

!

Choose a (different) speaker for the group to share summary.

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Done?Group Exercise

• When is work done?

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Prepping for Success

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Environment

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Values

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Desire

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Motivation

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Connectedness

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Team Vs Individual

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

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Tip: Implement as a TeamCommunication. Collaboration.

• Discuss objectives. • Describe work. • Define lanes. • Define a task. • Define a project.

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Tip: Elect a Champion

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Intro to Kanban

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Kanban• “visual card”

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Kanban - Unit of work• request • issue • defect

unit of work - specific to environment

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What is it ? A System.• visual process management

• what to do • when to do it • how much to do

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

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

titles.

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

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Kanban Principles

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

titles.

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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?

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

titles.

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Incremental Evolutionary Change• How are you measuring current process? • Is value clearly understood?

• Is work defined in value not cost?

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

and titles.

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

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Review Question• What are the 3 principles?

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Kanban Practices

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

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Work Unit• Individual Card

• PostIt • Color - Type • Flags • Blocked work

• Small PostIts

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Operations CardsTeam Exercise

Time: 10 minutes

Use PostIts and flags to mock up a legend for work items.

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Tip: Standardize

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Visualize - Avatar

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Visualize - Sample Boards

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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

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Visualize - Sample Boards

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Visualize - Grid with Legend

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Visualize - Evolutionary

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Visualize - Automation

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Tip: Yes and ..

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Operations BoardTeam Exercise

Time: 10 minutes

Use large PostIt to mock up a SysAdmin board.

Don’t forget to add your legend.

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

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Limit WIP.

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Limit WIP - Why?• Identify bottlenecks

• Weakest link in chain

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

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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?

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

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Make policies explicit.

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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.

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

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Improve collaboratively.

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Improve collaboratively.

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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?

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Meetings with Kanban

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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.

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Metrics

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Metrics• Why?

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Metrics• What?

• cumulative flow • type distribution • efficiency • average cycle times

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

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Cumulative Flow Diagram

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

owner.

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Card Distribution

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Card Distribution

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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

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Efficiency Diagram

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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

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Little’s Law

N = XR • N - number in system • X - Throughput • R - average time in system

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Utilization Law

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

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Applying Metrics

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Level 1• Increase Throughput • Increase Resource Utilization

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Level 2• Decrease Variability

• sizing • cycle time

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Group Activity

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Tools and Resources

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• RescueTime • Trello • Leankit • Rally

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RescueTime - Time tracking

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RescueTime - Time tracking

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LeanKit - Kanban

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LeanKit - Kanban

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Trello - Kanban

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Rally - Scrum

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

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Review

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WorkflowWork that is .. • orchestrated • repeatable • organized • moving from one state to another.

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

titles.

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

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Thank you

• Contact: [email protected]

• Twitter: @sigje

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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

!!!!

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