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David J. Anderson
  Lean Kanban Benelux
         October 2011
                        When is it not appropriate?
                                                      Kanban
Understanding Options for
     Improvement
Goals for using Kanban




  Economically balance
capability against demand
Available options
Risk Management is an
Enabling Capability…
Tools For Risk
Management…
Most process
geeks & IT
managers are
operating over
here
Kanban is
         encouraging
        collaborative
conversations with
 other stakeholders
to open up options
   for improvement
            over here
Foundations of the
 Kanban Method
Variability in Flow

 My   motivation for adopting
       kanban systems was to
prevent muri, control mura
and encourage an evolutionary
      approach to change
Overburdening
Appropriateness Question #1


Does your process suffer from
   overburdening or
   variability in flow?
What causes unevenness?
1. Non-instant availability of specialist skills or
   collaborators
2. Information fails to arrive before it is
   needed
3. Hidden/Implicit classes of service that
   cause work to be interrupted to process
   other work
4. Variety in work (complexity & size)
5. Changing priorities related to variety in
   risks associated with work (e.g. cost of
   delay)
6. Capacity constrained specialist skilled
   workers or other resources (e.g. test
   environments)
Are any of these present in your
      work environment?
Kanban may be appropriate for you!
Kanban is unnecessary where demand
 never exceeds capability and flow is
   smooth and never interrupted!


     If conditions of overburdening
      or unevenness in flow exist or
           are likely to then use of a
          kanban system may be an
                  appropriate choice
In developing the
Kanban Method, a change
 management approach that uses
kanban systems to provoke change,
       we are enabling the
emergence of Lean software
  development in organizations
The Kanban approach to change is
      based on 3 principles

1. Start with what you do now
2. Agree to pursue incremental,
   evolutionary change
3. Initially, respect current processes,
   roles, responsibilities & job titles
Then…


adopt the 5 core practices
        that are observed
   to be present in successful
    Kanban implementations
5 Core Practices for Successful
           Kanban Adoption
                                           Shallow
1.    Visualize
2.    Limit Work-in-Progress




                                            Depth
3.    Manage Flow
4.    Make Process Policies Explicit
5.    Improve Collaboratively
      (using models & scientific method)

                                            Deep
Doing Kanban is not a question of
right or wrong …
                              Shallow
 It’s a question of shallow
          or deep!




                               Depth
 Shallow implementations
  tend to produce fewer,
   less dramatic results
                               Deep
When…

all 5 core practices are adopted they
form the seed conditions for Kanban
    complex adaptive
 as a
 system that enables a Lean(er)
     way of working to emerge
Kanban & the Cynefin Framework
Observation shows
     mura & muri are
present respond with
    a kanban system
Process is defined
  No feedback loop
           required
  Implemented in a
   single transition
Core practices of
      Kanban reveal
            problems
respond with a kaizen
                event
Scale may require
   multiple dependent
      kanban systems
  Use of risk profiling
and classes of service
Process improves
     incrementally
Feedback loop required
 Use of existing models
     Highly predictable
improvement outcomes
Use policies to
create a container
within the kanban
system design to
control complex
emergent behavior
Change kanban
system design
(policies) to catalyze
(or probe) for desired
emergent outcomes
Use visualization &
metrics to reflect on
outcomes, new
models emerge,
complexity is reduced
Complex adaptive
systems -
independent agents
following simple rules
Feedback loops
Simple rules change
Kanban -
Simple rules made
visual & explicit
Feedback
Kaizen events –
adapt the rules
Systems
    (such as software
development systems)
   exist in all 3
      domains
simultaneously
Kanban is designed
     to work in all 3
           domains
    simultaneously
Kanban is unlikely
to be useful in the
Chaotic domain or
in presence of
disorder
Kanban & Corporate Culture
Is your new CTO a
  revolutionary?
Not every senior leader is a
revolutionary
But many feel the need to shake things
up and leave their mark




                 Carly Fiorina
Your boss may
        lack the
    patience to
     wait for an
   incremental
   approach to
 improvement
  to take effect
Kanban & the Spectrum of Work
Kanban’s Roots
Kanban’s Roots




           Some say Kanban’s
        decoupled cadences (no
         time-boxed iterations)
          and single-piece flow
        should make it a natural
            fit for this space!
Kanban’s Roots




 As decoupled cadences
  and single-piece flow
 have little benefit in this
space, it stands to reason
   Kanban is not useful
            here!
Kanban’s Roots




            To think this way is to look
 As decoupled cadences          Some say Kanban’s
  and single-piece flow at decoupled cadences (no
          simplistically Kanban as a
           process implementation for
 have little benefit in this  time-boxed iterations)
space, it stands to reason single-piece
            transactional and single-piece flow
   Kanban work.useful
            is not To treat shoulda point a natural
                             it as make it
         solution to a specific for this space!
            here!                fit problem
           (within the Simple domain)
Kanban’s Roots




              It misses the point that
 As decoupled cadences         Some say Kanban’s
              kanban systems do not
  and single-piece flow      decoupled cadences (no
 have little benefit in this as processiterations)
              stand alone time-boxed
            solutions. A kanban system
space, it stands to reason and single-piece flow
   Kanban issomething that is overlaid natural
           is not useful     should make it a
            here! an existing process space!
              on                fit for this
The metric most useful
changes at different ends of
      this spectrum
Ideally move more
   work this way
 Make batch size
      smaller
A nice mix of work
 from which we’ve
been able to learn
a lot about kanban
   system design
Leading to emergent designs with classes
      of service and capacity allocation
                   5        4          3        4          2       2       = 20 total


Allocation      Input     Analysis    Dev   Development   Build          Release ...
Total = 20      Queue In Prog Done   Ready In Prog Done   Ready   Test    Ready


Change Req
[12]




Sev 1 Defect (Expedite)
[2]

Sev 2 – 5 Defect
[6]
Simple &
   complicated
     domain
  application of
kanban systems.
Some doubts as
 to the value of
WIP limits & pull
     systems
Application of
Kanban Method
 across Simple,
Complicated and
    Complex
    domains
Lots of
                    enthusiasm!

                    Mechanics of
                     decoupled
Natural territory    cadences &
  for Kanban      single-piece flow
                    are seductive

                   But maybe not
                   ideal territory
                     for Kanban
Conclusion
Kanban
For broad application as a process overlay to
  control “mura” and eliminate “muri” in the
         simple/complicated domain

 For broad application as a process overlay
 and catalyst of process improvement in the
  simple, complicated & complex domains

Most useful where demand can be treated as
 a pool of options and can be shaped using
 risk management, marketing strategy and
              strategic planning
Kanban
    Domain need for single-piece flow or
   decoupling of planning, lead time, and
                  delivery;

 Or, application to short-order transactional
work with small batch size and high frequency
                   delivery

                    are

             Red Herrings!
      Kanban works for Major Projects!
Kanban is for evolutionaries

                          Kanban maybe just
                             what I need!




 I don’t have time for
   this! Kick ass, take
 names & get it done!
                           Carly Fiorina
Thank you!




        dja@djandersonassociates.com
        http://www.kanbaninaction.com/
About…
David Anderson is a thought leader in
managing effective software teams. He leads
a consulting firm dedicated to improving
economic performance of knowledge worker
businesses – improving agility, reducing
cycle times, improving productivity and
efficiency in technology development.
He has 25+ years experience in the software
industry starting with computer games in the
early 1980’s. He has led software teams
delivering superior productivity and quality using
innovative agile methods. He developed MSF
for CMMI Process Improvement for Microsoft.
He is a co-author of the SEI Technical Note,
CMMI and Agile: Why not embrace both!
David is the author of 2 books, Agile
Management for Software Engineering –
Applying the Theory of Constraints for Business
Results, and Kanban – Successful Evolutionary
Change for your Technology Business.
David is a founder of the Lean Software &
Systems Consortium, a not for profit dedicated
to promoting greater professionalism and better
economic outcomes in our industry. Email…
dja@djandersonassociates.com

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David anderson kanban when is it not appropriate

  • 1. David J. Anderson Lean Kanban Benelux October 2011 When is it not appropriate? Kanban
  • 3. Goals for using Kanban Economically balance capability against demand
  • 5. Risk Management is an Enabling Capability…
  • 7. Most process geeks & IT managers are operating over here
  • 8. Kanban is encouraging collaborative conversations with other stakeholders to open up options for improvement over here
  • 9. Foundations of the Kanban Method
  • 10. Variability in Flow My motivation for adopting kanban systems was to prevent muri, control mura and encourage an evolutionary approach to change Overburdening
  • 11. Appropriateness Question #1 Does your process suffer from overburdening or variability in flow?
  • 12. What causes unevenness? 1. Non-instant availability of specialist skills or collaborators 2. Information fails to arrive before it is needed 3. Hidden/Implicit classes of service that cause work to be interrupted to process other work 4. Variety in work (complexity & size) 5. Changing priorities related to variety in risks associated with work (e.g. cost of delay) 6. Capacity constrained specialist skilled workers or other resources (e.g. test environments)
  • 13. Are any of these present in your work environment?
  • 14. Kanban may be appropriate for you!
  • 15. Kanban is unnecessary where demand never exceeds capability and flow is smooth and never interrupted! If conditions of overburdening or unevenness in flow exist or are likely to then use of a kanban system may be an appropriate choice
  • 16. In developing the Kanban Method, a change management approach that uses kanban systems to provoke change, we are enabling the emergence of Lean software development in organizations
  • 17. The Kanban approach to change is based on 3 principles 1. Start with what you do now 2. Agree to pursue incremental, evolutionary change 3. Initially, respect current processes, roles, responsibilities & job titles
  • 18. Then… adopt the 5 core practices that are observed to be present in successful Kanban implementations
  • 19. 5 Core Practices for Successful Kanban Adoption Shallow 1. Visualize 2. Limit Work-in-Progress Depth 3. Manage Flow 4. Make Process Policies Explicit 5. Improve Collaboratively (using models & scientific method) Deep
  • 20. Doing Kanban is not a question of right or wrong … Shallow It’s a question of shallow or deep! Depth Shallow implementations tend to produce fewer, less dramatic results Deep
  • 21. When… all 5 core practices are adopted they form the seed conditions for Kanban complex adaptive as a system that enables a Lean(er) way of working to emerge
  • 22. Kanban & the Cynefin Framework
  • 23.
  • 24.
  • 25.
  • 26. Observation shows mura & muri are present respond with a kanban system
  • 27. Process is defined No feedback loop required Implemented in a single transition
  • 28. Core practices of Kanban reveal problems respond with a kaizen event
  • 29. Scale may require multiple dependent kanban systems Use of risk profiling and classes of service
  • 30. Process improves incrementally Feedback loop required Use of existing models Highly predictable improvement outcomes
  • 31. Use policies to create a container within the kanban system design to control complex emergent behavior
  • 32. Change kanban system design (policies) to catalyze (or probe) for desired emergent outcomes
  • 33. Use visualization & metrics to reflect on outcomes, new models emerge, complexity is reduced
  • 34. Complex adaptive systems - independent agents following simple rules Feedback loops Simple rules change
  • 35. Kanban - Simple rules made visual & explicit Feedback Kaizen events – adapt the rules
  • 36. Systems (such as software development systems) exist in all 3 domains simultaneously
  • 37. Kanban is designed to work in all 3 domains simultaneously
  • 38. Kanban is unlikely to be useful in the Chaotic domain or in presence of disorder
  • 40.
  • 41.
  • 42.
  • 43.
  • 44. Is your new CTO a revolutionary?
  • 45. Not every senior leader is a revolutionary
  • 46. But many feel the need to shake things up and leave their mark Carly Fiorina
  • 47. Your boss may lack the patience to wait for an incremental approach to improvement to take effect
  • 48. Kanban & the Spectrum of Work
  • 50. Kanban’s Roots Some say Kanban’s decoupled cadences (no time-boxed iterations) and single-piece flow should make it a natural fit for this space!
  • 51. Kanban’s Roots As decoupled cadences and single-piece flow have little benefit in this space, it stands to reason Kanban is not useful here!
  • 52. Kanban’s Roots To think this way is to look As decoupled cadences Some say Kanban’s and single-piece flow at decoupled cadences (no simplistically Kanban as a process implementation for have little benefit in this time-boxed iterations) space, it stands to reason single-piece transactional and single-piece flow Kanban work.useful is not To treat shoulda point a natural it as make it solution to a specific for this space! here! fit problem (within the Simple domain)
  • 53. Kanban’s Roots It misses the point that As decoupled cadences Some say Kanban’s kanban systems do not and single-piece flow decoupled cadences (no have little benefit in this as processiterations) stand alone time-boxed solutions. A kanban system space, it stands to reason and single-piece flow Kanban issomething that is overlaid natural is not useful should make it a here! an existing process space! on fit for this
  • 54. The metric most useful changes at different ends of this spectrum
  • 55. Ideally move more work this way Make batch size smaller
  • 56.
  • 57.
  • 58.
  • 59. A nice mix of work from which we’ve been able to learn a lot about kanban system design
  • 60. Leading to emergent designs with classes of service and capacity allocation 5 4 3 4 2 2 = 20 total Allocation Input Analysis Dev Development Build Release ... Total = 20 Queue In Prog Done Ready In Prog Done Ready Test Ready Change Req [12] Sev 1 Defect (Expedite) [2] Sev 2 – 5 Defect [6]
  • 61.
  • 62.
  • 63. Simple & complicated domain application of kanban systems. Some doubts as to the value of WIP limits & pull systems
  • 64. Application of Kanban Method across Simple, Complicated and Complex domains
  • 65. Lots of enthusiasm! Mechanics of decoupled Natural territory cadences & for Kanban single-piece flow are seductive But maybe not ideal territory for Kanban
  • 67. Kanban For broad application as a process overlay to control “mura” and eliminate “muri” in the simple/complicated domain For broad application as a process overlay and catalyst of process improvement in the simple, complicated & complex domains Most useful where demand can be treated as a pool of options and can be shaped using risk management, marketing strategy and strategic planning
  • 68. Kanban Domain need for single-piece flow or decoupling of planning, lead time, and delivery; Or, application to short-order transactional work with small batch size and high frequency delivery are Red Herrings! Kanban works for Major Projects!
  • 69. Kanban is for evolutionaries Kanban maybe just what I need! I don’t have time for this! Kick ass, take names & get it done! Carly Fiorina
  • 70. Thank you! dja@djandersonassociates.com http://www.kanbaninaction.com/
  • 71. About… David Anderson is a thought leader in managing effective software teams. He leads a consulting firm dedicated to improving economic performance of knowledge worker businesses – improving agility, reducing cycle times, improving productivity and efficiency in technology development. He has 25+ years experience in the software industry starting with computer games in the early 1980’s. He has led software teams delivering superior productivity and quality using innovative agile methods. He developed MSF for CMMI Process Improvement for Microsoft. He is a co-author of the SEI Technical Note, CMMI and Agile: Why not embrace both! David is the author of 2 books, Agile Management for Software Engineering – Applying the Theory of Constraints for Business Results, and Kanban – Successful Evolutionary Change for your Technology Business. David is a founder of the Lean Software & Systems Consortium, a not for profit dedicated to promoting greater professionalism and better economic outcomes in our industry. Email… dja@djandersonassociates.com