© 2015 Planview, Inc. | 1

Kanban: From Basics to Metrics

Jason Morio Projectplace Segment Manager

© 2015 Planview, Inc. | 2

• Welcome and housekeeping • About Projectplace • Lean & Agile• Kanban – a collaboration trend• A Handful of Metrics for Success• Summary

Agenda

© 2015 Planview, Inc. | 3

175,166

registered usersOver 1 million

Founded as one of the world’s first SaaS companies1998

number of projects

in people-centric collaborationPioneer

uptime99.97%

Average service

© 2015 Planview, Inc. | 4

Project management

& execution

Team & task collaboration

Document collaboration

View the On-Demand Webcast!

© 2015 Planview, Inc. | 5

Lean & Agile

View the On-Demand Webcast!

© 2015 Planview, Inc. | 6

Lean & Agile

• Efficiency = to increase or maintain perceived customer value with less work• Self-organized teams: The ones who execute the work should be the ones

planning it• Control through transparency

• Continuous improvement

• Workflows should be visible for everyone• Kanban-inspired visual management tools

Nonlinear Management (NLM) Management techniques and strategies started to appear more than 60 years ago. Examples: Systems Theory (CAS), Concurrent Engineering, Toyota Kaizen, Lean ProductionImportant values and principles within lean and agile

View the On-Demand Webcast!

© 2015 Planview, Inc. | 7

• Working lean is all about reducing waste and adding value

• Communication• Visual management tools• Standardization• Kaizen - Continuous improvement• Jidoka, right from me/quality/stop at

errors

Lean

View the On-Demand Webcast!

© 2015 Planview, Inc. | 8

Agile - Responding to change

What most people think What successful people know

View the On-Demand Webcast!

© 2015 Planview, Inc. | 9

Sprint – a chunk of timePeaceful and focused work for the team

Estimates and updates for the stakeholder

View the On-Demand Webcast!

© 2015 Planview, Inc. | 10

Kanban

View the On-Demand Webcast!

© 2015 Planview, Inc. | 11

The danger of multitaskingMany people take pride in how well they multitask. But new research suggests some big downsides to it:› Multitasking increases the chances of making mistakes

and missing important information and cues› Multitaskers are also less likely to retain information in

working memory, which can hinder problem solving and creativity

› We think we can – but it is simply impossible neurologically

› Causes cognitive impairment› Can lead to people making objectively poorer choices,

choices they later regretIf you want to read more about this:To learn more about Organize Your Mind, Organize Your Life, visit the Harvard Health Publications website. Dr. Paul Hammerness and Margaret Moore, authors of Organize Your Mind, Organize Your Life, a new book from Harvard Health Publications.www.psychologytoday.com

View the On-Demand Webcast!

© 2015 Planview, Inc. | 12

Kanban board

› Visual signal – a card› A ”pull” system› Culture of continuous improvement› Visualization of work and teams progress› Flow – stop starting, start finishing!› Success through collaboration› Enable customer value through continuous delivery

What is a ?

View the On-Demand Webcast!

© 2015 Planview, Inc. | 13

View the On-Demand Webcast!

© 2015 Planview, Inc. | 14

› Dragging a card to the second column on the kanban board communicates that you have commited and started to do something. It increases accountability and reduces procrastination

The Zeigarnik effect promotes follow through

› Dragging a card to the last column, representing finishing a task, reduces cognitive load and perceived stress

The psychological tendency to remember an uncompleted task rather than a completed one

View the On-Demand Webcast!

© 2015 Planview, Inc. | 15

Ability to self-organize is the key to high-performance teams

Psychological projection onto the visual cards makes uncomfortable feelings easier to handle

The board is a natural gathering point to discuss issues, solve problems and learn

The kanban board makes behavior clearly visible

Visualization accelerates learning and the ability to prioritize

View the On-Demand Webcast!

© 2015 Planview, Inc. | 16

Lean & Kanban Applied: Agile MarketingView the On-Demand Webcast!

© 2015 Planview, Inc. | 17

• How is work flowing?

• How long are tasks taking to complete?

• Where are we bottlenecked?

• Will we meet our deadlines?

• How is additional scope impacting us?• Are we getting better?

Metrics

View the On-Demand Webcast!

© 2015 Planview, Inc. | 18

Metrics – Cumulative FlowView the On-Demand Webcast!

© 2015 Planview, Inc. | 19

Metrics – Lead & Cycle TimeView the On-Demand Webcast!

© 2015 Planview, Inc. | 20

Metrics - BurndownView the On-Demand Webcast!

© 2015 Planview, Inc. | 21

Metrics - BurnupView the On-Demand Webcast!

© 2015 Planview, Inc. | 22

How can digital Kanban boardshelp your organization achieve success?

Efficiency

Empower teams – gain control

Self-organizing teams

Transparency

Limit WIP

Customer Satisfaction

View the On-Demand Webcast!

© 2015 Planview, Inc. | 23

Kanban & Project Collaboration in PracticeEuropean auto manufacturer conducted a project to improve transport safety by integrating more efficient and standardized safety systems in passenger vehicles. 23 companies involved, 5 different languages.

German manufacturer of bathroom furniture optimizes the product development process involving internal and external parties.

View the On-Demand Webcast!

© 2015 Planview, Inc. | 24

Kanban & Project Collaboration in Practice

Danish beverage company managed a control systems replacement and automation project affecting 12,000 valves and pumps.Saved one full man-year.

International power supply manufacturing company enables project and information access across IT teams in 17 branches

View the On-Demand Webcast!

© 2015 Planview, Inc. | 25

“… one of the most interesting and impressive project management systems I’ve come across and it gets a Gearhead rating of 5 out of 5.”

Thank youQuestions?

Additional Informationprojectplace.com/resourcesprojectplace.com/pricing/personal-online-demo/

View the On-Demand Webcast!

© 2015 Planview, Inc. | 26

excellence in collaboration

View the On-Demand Webcast!