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Assessing the Depth
           of a Kanban Implementation
                   Operation Excellence Support
                            Sandvik IT
                                      (2012/08)

Christophe Achouiantz – Lean/Agile Coach
@ChrisAch
                                                                                   This work is licensed under a
http://leanagileprojects.blogspot.se/             Creative Commons Attribution-ShareAlike 3.0 Unported License.
Christophe Achouiantz – @ChrisAch


          Why Assessing the Depth
        of a Kanban Implementation?
Teams, Managers and Coaches can quickly evaluate the current
capability of a team/group, in order to:
• See how the capability measures against the recommended level
   for sustainable improvements
• Guide the team/group on what to improve next
• See, over time, the evolution of the capability (positive or negative
   trend)
• See the impact of the team/group improvement work
• See the impact of organizational/structural changes that are
   outside the team/group’s control (costs reductions, distributed,
   etc.)
• Motivate! Get acheivements and recognition for reaching deeper
   implementation
Christophe Achouiantz – @ChrisAch

                            Assessing the Depth
                       of a Kanban Implementation
• Improve continuously in a                                        Effects (12)                             • See & Understand
  sustainable way                                                                                             (WIP, Blocks, Queues)

                           Improve (10)                                                                Visualize (13)
                                                                        10


                                                                         7                        12
                                                     6                                       10

• Generate actionable                                                                                       •   Improve Predictability
                                      Lean                   4                           7
  feedback (information)                                                 4                                  •   Reduced Task Switching
                                                                         Necessary for                      •   Reduced Lead times
  from stakeholders to                                             2      sustainable
  improve                                                                                                   •   Reduced Overburding
                                                                        improvements                            (quality, sustainability)
         Feedback                 6              3       2
                                                                                                                  Limit WIP (4)
           Loops                                                                 1       2        3
               (7)                                                           2
                                                     5
                                                         Improving Sustainably
                                             8                                       6                      • Increase Liquidity
                                                                 Excellence                                 • Measure Flow / capability
                                      10                                                                      (WIP, throughput, Queues,
• Set Standards to improve upon                                                                               lead time)
                                                                                             10             • Defer Commitment

                     Explicit Policies (12)                                                           Manage Flow (11)
Visualize                                                                        Limit Work in Progress                                                  Manage Flow                    Christophe Achouiantz – @ChrisAch
1.    Work (all, according to current policies)                                  1.   No WIP limit, but commitment to finishing work over                1.  Daily planning meetings (as “daily” as agreed by policies)
2.    Work Types                                                                      starting new (eventually reaching a WIP level that “feels          2.  Blocks out of team control are escalated for resolution
3.    Workflow (“process”, way-of-working, value stream)                              OK” for the team)                                                  3.  Next is re-prioritized continuously (no commitment in Next)-
4.    ‘Next’ & ‘Done’                                                            2.   Some explicit WIP limits, at lower level than workflow                 Deferred Pull decisions (dynamic prioritization)
5.    Current Team Focus (avatars)                                                    (a.k.a Proto-Kanban): personal Kanban, WIP limit per               4. CFDs (updated at least once a week)
6.    Blocks                                                                          person, WIP limits for some columns or swim-                       5. Control Charts (updated at least once a week)
7.    Current Policies (DoD, DoR, capacity allocations, etc.)                         lanes, workflow with infinite limits on “done” queues, etc.        6. Size of ongoing work items is limited (large work is broken
8.    Ready for Pull (“done” within the workflow/in columns)                     3.   Explicit WIP limit at workflow level - Single workflow full            down)
9.    Metrics (lead-times, local cycle times, SLA targets, etc.)                      pull                                                               7. Flexible staff allocation (swarming)
10.   WIP limits                                                                 4.   Multiple interdependent workflows with pull system                 8. Cadence is established (planning, delivering, retrospective)
11.   Inter-work dependencies (hierarchical, parent-child, etc.)                                                                                         9. Flow metrics (number of days blocked, lead-time efficiency)
12.   Inter-workflow dependencies                                                                                                                        10. SLA expectations and forecasts (lead-time targets)
13.   Risk dimensions (cost-of-delay, technical risk, market risk)                                                                                       11. Capacity Allocations

Make Policies Explicit - All Policies must be CURRENT (known & actually used)    Implement Feedback Loops                                                Improve
1.    Definition of Work Types and Work Item (template)                          1.   Daily Team standups                                                1.  The group knows why it exists and its criteria for success
2.    How to pull work (selection from ‘Next’/prioritization of WIP)             2.   Key stakeholders (mngt, customers, other groups) are               2.  Regular Retrospectives / Kaizen events
3.    Who and when manages the ‘Next’ and ‘Done’ queues                               regularly updated on the current situation                         3.  The team knows its current condition (may require metrics)
4.    Staff allocation / work assignment (individual focus)                      3.   Managers go and see (walk the ‘gemba’) regularly                   4.  True North exists, is communicated and shared by the team
5.    Definition of Ready for ‘Next’                                             4.   Regular discussions with upstream and downstream                   5.  The team knows the current target condition (the challenge)
6.    Who, when and how to estimate work size                                         partners                                                           6.  There is a validation criteria (test) for the current target condition to
7.    Limit size of work items (work breakdown)                                  5.   Regular presentations and discussions about Financial                  know when the target condition is reached
8.    How to select & prepare work for the ‘Next’ queue                               performance                                                        7. The team knows what obstacles are preventing them from reaching
9.    Definition of Done at all steps (seen as a Target Condition)               6.   Regular presentations and discussions about Quality KPI                the target condition
10.   Knowledge spreading/sharing strategy                                            (defect rate, customer satisfaction, etc.)                         8. The team knows what obstacle is being currently addressed
11.   Class-of-Service                                                           7.   “Regularly” means once per month or more often                     9. The team knows what is the next step in resolving the current obstacle
12.   Capacity allocation                                                                                                                                    (PDCA)
                                                                                                                                                         10. The team go and see what they have learned from taking that step
                                                                                                                                                               Effects (12)
Effects (seeing Evidence of…)
1.  Team members are seeing and understanding the Big Picture                                                         Improve (10)                                                                 Visualize(13)
    (team-level vs. local situations)
                                                                                                                                                                   10
2. Better “team spirit” (helping each-others to complete
    work, respect)
3. Focus on removing blocks                                                                                                                                        7                          12
4. Focusing on finishing work rather than starting new work                                                                                      6                                       10
5. Team is working on the “right” thing (“right” prioritization)
                                                                                                                                  Lean                   4                         7
6. Limiting work to team’s capacity (limited stress, optimal lead-                                                                                                  4
    times)                                                                                                                                                     2
7. Team has motivation to drive improvements
8. Local process evolution (visualization, workflow, policies, WIP                                     Feedback               6              3       2
                                                                                                                                                                        Necessary
    limits)                                                                                                                                                                                               Limit WIP
9. Increase depth of Kanban implementation                                                               Loops                                                             1        2         3
10. Process evolution was model-driven                                                                        (7)                                                                                             (4)
                                                                                                                                                                    2
11. Process or management policy evolution as a result of mentor-
                                                                                                                                                 5            Baseline
    mentee
12. Inter-workflow or management policy evolution due to
    operations review                                                                                                                  8                     Excellence        6
                                                                                                                                  10
Depth of Kanban Implementation                                                                                                                                                           10
                                                                                                                    Explicit Policies(12)                                                         Manage Flow (11)
Team:                                                                    Date:
Christophe Achouiantz – @ChrisAch



                            Team Name (date)
                                                         Effects (12)

00                Improve (10)
                                                              10
                                                                                                 Visualize (13)
Current
”Score”

                                                               7                            12
                                           6                                           10

                            Lean                   4                               7
                                                               4
Trend
                                                         2

                                                                       Necessary
     Feedback           6              3       2
                                                                                                           Limit WIP
       Loops                                                               1       2        3
          (7)                                                                                                   (4)
                                                                   2
                                           5           Baseline

                                   8                   Excellence              6
                            10

                                                                                       10

                Explicit Policies (12)                                                          Manage Flow (11)
Christophe Achouiantz – @ChrisAch



                         Team X (2012-10-11)
                                                          Effects (12)

45                 Improve (10)
                                                               10
                                                                                                  Visualize (13)
Current
”Score”
                2012-10-11                                                                   12
                                                                7
                                            6                                           10

                                                    4
                                                                                                         2012-08-20
                             Lean                                                   7
                                                                4
Trend
                                                          2

                                                                        Necessary
     Feedback            6              3       2
                                                                                                            Limit WIP
       Loops                                                                1       2        3
          (7)                                                                                            (4)
                                                                    2
                                            5           Baseline                    Next Target Condition

                                    8                   Excellence              6
                             10

                                                                                        10

                 Explicit Policies (12)                                                          Manage Flow (11)
Christophe Achouiantz – @ChrisAch



                        Team Y (2012-10-02)
                                                         Effects (12)

24                Improve (10)
                                                              10
                                                                                                 Visualize (13)
Current
”Score”

                                                               7                            12
                                           6                                           10

                            Lean                   4                               7
                                                               4
Trend
                                                         2

                                                                       Necessary
     Feedback           6              3       2
                                                                                                           Limit WIP
       Loops                                                               1       2        3
          (7)                                                                                                   (4)
                                                                   2
                                           5           Baseline

                                   8                   Excellence              6
                            10

                                                                                       10

                Explicit Policies (12)                                                          Manage Flow (11)

More Related Content

Depth of a Kanban Implementation

  • 1. Assessing the Depth of a Kanban Implementation Operation Excellence Support Sandvik IT (2012/08) Christophe Achouiantz – Lean/Agile Coach @ChrisAch This work is licensed under a http://leanagileprojects.blogspot.se/ Creative Commons Attribution-ShareAlike 3.0 Unported License.
  • 2. Christophe Achouiantz – @ChrisAch Why Assessing the Depth of a Kanban Implementation? Teams, Managers and Coaches can quickly evaluate the current capability of a team/group, in order to: • See how the capability measures against the recommended level for sustainable improvements • Guide the team/group on what to improve next • See, over time, the evolution of the capability (positive or negative trend) • See the impact of the team/group improvement work • See the impact of organizational/structural changes that are outside the team/group’s control (costs reductions, distributed, etc.) • Motivate! Get acheivements and recognition for reaching deeper implementation
  • 3. Christophe Achouiantz – @ChrisAch Assessing the Depth of a Kanban Implementation • Improve continuously in a Effects (12) • See & Understand sustainable way (WIP, Blocks, Queues) Improve (10) Visualize (13) 10 7 12 6 10 • Generate actionable • Improve Predictability Lean 4 7 feedback (information) 4 • Reduced Task Switching Necessary for • Reduced Lead times from stakeholders to 2 sustainable improve • Reduced Overburding improvements (quality, sustainability) Feedback 6 3 2 Limit WIP (4) Loops 1 2 3 (7) 2 5 Improving Sustainably 8 6 • Increase Liquidity Excellence • Measure Flow / capability 10 (WIP, throughput, Queues, • Set Standards to improve upon lead time) 10 • Defer Commitment Explicit Policies (12) Manage Flow (11)
  • 4. Visualize Limit Work in Progress Manage Flow Christophe Achouiantz – @ChrisAch 1. Work (all, according to current policies) 1. No WIP limit, but commitment to finishing work over 1. Daily planning meetings (as “daily” as agreed by policies) 2. Work Types starting new (eventually reaching a WIP level that “feels 2. Blocks out of team control are escalated for resolution 3. Workflow (“process”, way-of-working, value stream) OK” for the team) 3. Next is re-prioritized continuously (no commitment in Next)- 4. ‘Next’ & ‘Done’ 2. Some explicit WIP limits, at lower level than workflow Deferred Pull decisions (dynamic prioritization) 5. Current Team Focus (avatars) (a.k.a Proto-Kanban): personal Kanban, WIP limit per 4. CFDs (updated at least once a week) 6. Blocks person, WIP limits for some columns or swim- 5. Control Charts (updated at least once a week) 7. Current Policies (DoD, DoR, capacity allocations, etc.) lanes, workflow with infinite limits on “done” queues, etc. 6. Size of ongoing work items is limited (large work is broken 8. Ready for Pull (“done” within the workflow/in columns) 3. Explicit WIP limit at workflow level - Single workflow full down) 9. Metrics (lead-times, local cycle times, SLA targets, etc.) pull 7. Flexible staff allocation (swarming) 10. WIP limits 4. Multiple interdependent workflows with pull system 8. Cadence is established (planning, delivering, retrospective) 11. Inter-work dependencies (hierarchical, parent-child, etc.) 9. Flow metrics (number of days blocked, lead-time efficiency) 12. Inter-workflow dependencies 10. SLA expectations and forecasts (lead-time targets) 13. Risk dimensions (cost-of-delay, technical risk, market risk) 11. Capacity Allocations Make Policies Explicit - All Policies must be CURRENT (known & actually used) Implement Feedback Loops Improve 1. Definition of Work Types and Work Item (template) 1. Daily Team standups 1. The group knows why it exists and its criteria for success 2. How to pull work (selection from ‘Next’/prioritization of WIP) 2. Key stakeholders (mngt, customers, other groups) are 2. Regular Retrospectives / Kaizen events 3. Who and when manages the ‘Next’ and ‘Done’ queues regularly updated on the current situation 3. The team knows its current condition (may require metrics) 4. Staff allocation / work assignment (individual focus) 3. Managers go and see (walk the ‘gemba’) regularly 4. True North exists, is communicated and shared by the team 5. Definition of Ready for ‘Next’ 4. Regular discussions with upstream and downstream 5. The team knows the current target condition (the challenge) 6. Who, when and how to estimate work size partners 6. There is a validation criteria (test) for the current target condition to 7. Limit size of work items (work breakdown) 5. Regular presentations and discussions about Financial know when the target condition is reached 8. How to select & prepare work for the ‘Next’ queue performance 7. The team knows what obstacles are preventing them from reaching 9. Definition of Done at all steps (seen as a Target Condition) 6. Regular presentations and discussions about Quality KPI the target condition 10. Knowledge spreading/sharing strategy (defect rate, customer satisfaction, etc.) 8. The team knows what obstacle is being currently addressed 11. Class-of-Service 7. “Regularly” means once per month or more often 9. The team knows what is the next step in resolving the current obstacle 12. Capacity allocation (PDCA) 10. The team go and see what they have learned from taking that step Effects (12) Effects (seeing Evidence of…) 1. Team members are seeing and understanding the Big Picture Improve (10) Visualize(13) (team-level vs. local situations) 10 2. Better “team spirit” (helping each-others to complete work, respect) 3. Focus on removing blocks 7 12 4. Focusing on finishing work rather than starting new work 6 10 5. Team is working on the “right” thing (“right” prioritization) Lean 4 7 6. Limiting work to team’s capacity (limited stress, optimal lead- 4 times) 2 7. Team has motivation to drive improvements 8. Local process evolution (visualization, workflow, policies, WIP Feedback 6 3 2 Necessary limits) Limit WIP 9. Increase depth of Kanban implementation Loops 1 2 3 10. Process evolution was model-driven (7) (4) 2 11. Process or management policy evolution as a result of mentor- 5 Baseline mentee 12. Inter-workflow or management policy evolution due to operations review 8 Excellence 6 10 Depth of Kanban Implementation 10 Explicit Policies(12) Manage Flow (11) Team: Date:
  • 5. Christophe Achouiantz – @ChrisAch Team Name (date) Effects (12) 00 Improve (10) 10 Visualize (13) Current ”Score” 7 12 6 10 Lean 4 7 4 Trend 2 Necessary Feedback 6 3 2 Limit WIP Loops 1 2 3 (7) (4) 2 5 Baseline 8 Excellence 6 10 10 Explicit Policies (12) Manage Flow (11)
  • 6. Christophe Achouiantz – @ChrisAch Team X (2012-10-11) Effects (12) 45 Improve (10) 10 Visualize (13) Current ”Score” 2012-10-11 12 7 6 10 4 2012-08-20 Lean 7 4 Trend 2 Necessary Feedback 6 3 2 Limit WIP Loops 1 2 3 (7) (4) 2 5 Baseline Next Target Condition 8 Excellence 6 10 10 Explicit Policies (12) Manage Flow (11)
  • 7. Christophe Achouiantz – @ChrisAch Team Y (2012-10-02) Effects (12) 24 Improve (10) 10 Visualize (13) Current ”Score” 7 12 6 10 Lean 4 7 4 Trend 2 Necessary Feedback 6 3 2 Limit WIP Loops 1 2 3 (7) (4) 2 5 Baseline 8 Excellence 6 10 10 Explicit Policies (12) Manage Flow (11)