Kanban methodology

Flow, Visualize, Optimize, Excel.

Kanban methodology is a popular agile project management tool designed to help teams visualize their work, maximize efficiency, and improve continuously. Originating from the Japanese manufacturing sector, it uses a Kanban board with cards and columns to represent tasks and their stages of completion. This visual approach allows teams to see the flow of work at a glance and quickly identify bottlenecks or delays.

The significance of Kanban lies in its flexibility and focus on incremental improvement. Unlike some methodologies that require sweeping changes, Kanban can be adopted gradually, making it less disruptive and more palatable for teams wary of big shifts. It matters because in today's fast-paced work environments, the ability to adapt quickly and reduce time wasted on inefficiencies isn't just nice—it's essential for staying competitive. By limiting work in progress and highlighting potential issues early, Kanban empowers teams to deliver quality results with greater speed and less stress.

Visualize the Workflow

Imagine walking into a room and, with just a glance, you know exactly what’s going on. That’s the superpower of visualization. Kanban uses cards and boards—physical or digital—to map out each step of your work process. It's like having a GPS for your projects; you can see where tasks start, their journey through the process, and where they cross the finish line. This transparency helps you spot bottlenecks faster than a hiccup in a quiet room.

Limit Work in Progress

Ever tried juggling? Well, Kanban asks you not to juggle too much at once. By setting limits on how many tasks can be in each stage of your workflow, it ensures that you’re not biting off more than you can chew. This principle keeps work flowing smoothly, like traffic lights that prevent gridlock on your way to work.

Manage Flow

Keeping an eye on how tasks move through your workflow is like watching ice cream melt – it should be smooth and steady. Managing flow is about making sure that your tasks are moving along at a good clip without turning into a task traffic jam. If things are getting sticky, it’s time to tweak the process.

Make Process Policies Explicit

Ever played a game where no one explained the rules? Chaos! That's why Kanban insists on clear-cut rules for how work gets done. These policies are out in the open for everyone to see—no secret handshakes here. It means everyone knows who does what, when, and how. Think of it as the instruction manual for your workflow.

Improve Collaboratively

Kanban is all about teamwork; think barn raising rather than solo rock climbing. It encourages continuous improvement through feedback and collective brainstorming. Everyone has their say in making the process better—like a group of friends figuring out the best way to assemble furniture without leftover screws.

By embracing these principles, you're not just ticking boxes; you're creating an environment where work flows as freely as stories at a family reunion—with fewer interruptions and more high-fives all around.


Imagine you're cooking a lavish dinner for a group of friends. You've got multiple dishes on the go – a roast in the oven, veggies on the stove, and a pie waiting to be baked. In your kitchen, counter space is prime real estate, and you can only handle so many pots and pans before things start to resemble a culinary disaster zone.

This is where Kanban comes in as your organizational sous-chef. In Kanban, your kitchen is your 'board', and each dish represents a 'task'. The Kanban methodology helps you visualize all the dishes you're preparing on this board. You divide your board into sections: To Do (ingredients you need to prep), In Progress (dishes that are cooking right now), and Done (ready to serve).

Now, here's the kicker: You've only got so much room on your stove – let's say four burners. This limit is like setting Work In Progress (WIP) limits in Kanban. You can't start the pie until the roast is done because there's no space in the oven. This forces you to focus on finishing current tasks before taking on new ones.

As guests arrive, they peek into your kitchen. Instead of seeing chaos, they see an organized flow of dishes moving from one section to another – appetizers to main courses to desserts. Each dish moves smoothly from prep to cooking to serving without overloading any part of the process.

In this way, Kanban helps teams manage work by visualizing tasks, maximizing efficiency, and minimizing overload. Just like in our kitchen analogy, it allows teams to deliver work smoothly and continuously, serving up projects that are well-cooked and ready to be enjoyed by satisfied clients or stakeholders.

And just for fun: Imagine if that pie could talk as it waits its turn – "I'm getting baked last? Well, I guess good things come to those who wait!" A little patience goes a long way in both baking and project management!


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Imagine you're part of a bustling software development team. Your days are filled with coding, debugging, and the occasional coffee-fueled brainstorming session. But there's a problem: projects seem to get stuck in limbo, and no one has a clear picture of what everyone else is doing. Enter Kanban, your new workflow superhero.

Let's break it down with a real-world scenario. Picture this: your team decides to visualize everyone's tasks by using a Kanban board, either on a physical whiteboard or using digital tools like Trello or Jira. You create columns that represent each stage of your workflow – "Backlog," "To Do," "In Progress," "Review," and "Done." Each task or feature is represented by a card that moves from left to right as work progresses.

Now, here's where the magic happens. One of your teammates has an epiphany for a new feature during lunch. Instead of diving right in, they add it to the "Backlog" column. During your next stand-up meeting (which are shorter now, thanks to Kanban's clarity), the team pulls the top priority tasks into "To Do." As you pick up tasks from this column and start working on them, you move them into "In Progress."

But wait – there's more! You notice that the "Review" column is getting crowded; it seems like there's a bottleneck because there aren't enough people available to review completed work. With this visual cue, you decide as a team to limit how many cards can be in the "Review" column at any given time. This simple rule helps balance the workload and keeps things flowing smoothly.

Here’s another scenario for you: let’s say you’re working at an e-commerce company handling customer orders. The holiday season is around the corner, and you're bracing for an avalanche of gift purchases. To avoid chaos (and unhappy customers), your team implements Kanban.

Each order gets its own card on your digital Kanban board as soon as it’s placed online. As each order is processed, packed, shipped, and delivered, its card moves through stages like “Order Received,” “Processing,” “Shipped,” and “Delivered.” The visual nature of Kanban gives everyone instant insight into how many orders are at each stage – no need to dig through emails or databases.

Suddenly, you notice that orders are piling up in the “Processing” stage – uh oh! It turns out that wrapping those fancy gift boxes takes longer than expected. Thanks to Kanban’s transparency, you quickly spot this hiccup and bring in extra help just for gift-wrapping.

By applying Kanban methodology in these scenarios – whether in software development or e-commerce – teams become more agile and responsive. Workflows are clarified; bottlenecks are spotted before they cause gridlock; and most importantly, everyone knows what needs to be done without tripping over each other’s virtual feet.

So next time


  • Enhances Flexibility in Task Management: Kanban is like that cool friend who's always up for a last-minute plan. It allows teams to adapt quickly to changes without causing a ruckus. By visualizing work on a Kanban board, you can see exactly what's happening at any given moment. This means if priorities shift – and let's be honest, they often do – you can smoothly redirect your focus without the drama of overhauling your entire project plan.

  • Reduces Wasted Work: Imagine you're at a buffet, and instead of piling your plate high with everything in sight, you take just what you can eat. That's Kanban for you – it encourages taking on work only as capacity allows, which means less overloading and fewer tasks getting cold on the plate. This approach helps teams focus on completing current tasks before taking new ones, leading to better quality work and less burnout. It's about working smarter, not harder.

  • Improves Delivery Times: With Kanban, the time it takes for a task to move from start to finish (also known as the lead time) is front and center. By keeping an eye on this, teams can identify bottlenecks faster than a detective spots clues. Once these snags are addressed, work flows more freely – kind of like traffic easing up after a fender bender is cleared off the highway. The result? Projects get completed faster because everyone knows where the roadblocks are and how to steer clear of them.


  • Limited Scope for Complex Projects: Kanban, with its visual nature and emphasis on current tasks, is like a snapshot of what's happening now. It's fantastic for keeping track of what's on your plate today, but when it comes to complex projects that require deep forecasting and long-term planning, Kanban might leave you craving more. Imagine trying to plan a cross-country road trip using only street signs – you might miss the forest for the trees.

  • Risk of Over-Simplification: Kanban boards are sleek and simple, which is part of their charm. But sometimes, they can be a little too charming for their own good. When tasks are reduced to cards on a board, the nuances and details can get lost in translation. It's like describing an elephant as 'big and gray' – accurate, but hardly the whole picture.

  • Change Resistance: Introducing Kanban into an environment that’s cozy with traditional project management methods can feel like convincing a cat to take a bath – possible, but expect some resistance. People get used to certain rhythms and routines, and shaking those up with a new methodology can lead to pushback. It’s not just about teaching new tricks; it’s about showing why these new tricks rock.


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Sure thing! Let's dive into the Kanban methodology, a sleek and intuitive system that can streamline your workflow like a hot knife through butter. Here's how to get it rolling:

1. Visualize Your Workflow: Start by mapping out all the steps your team takes to turn an idea into a finished product. This could be as simple as 'To Do', 'In Progress', and 'Done'. But hey, don't be shy—get detailed if your process is more complex. Use a Kanban board, which can be a physical board or digital (like Trello or Jira), and create columns for each step of your process. Pop in cards for each task or project at the starting line.

2. Limit Work in Progress (WIP): This is where you play gatekeeper. Set limits on how many tasks can be in each column at any one time. Why? Because multitasking is a myth, and we're all about focusing here. If your 'In Progress' column is overflowing, it's time to hit pause on new tasks until the current ones move forward.

3. Manage Flow: Keep an eagle eye on how tasks are moving through your board. The goal is to have a steady flow—no bottlenecks or droughts here. If you notice that tasks are piling up somewhere, it's time for some detective work to figure out why and smooth things out.

4. Make Process Policies Explicit: Clear rules save headaches later on. Define criteria for when a task can move from one column to the next so everyone's singing from the same hymn sheet. This might include quality checks, approvals, or just making sure every 'i' is dotted.

5. Optimize & Iterate: Kanban isn't set-it-and-forget-it; it's more like shampoo—lather, rinse, repeat. Regularly review the board with your team to identify what's working like a charm and what needs tweaking. Then adjust your processes accordingly.

Remember, Kanban is about continuous improvement—kaizen! It’s not just about moving cards across a board; it’s about fine-tuning your process until it hums along beautifully.

And there you have it—a five-step concerto to orchestrate your work with Kanban methodology! Keep these steps in mind, apply them with care, and watch as work flows smoother than jazz on a Sunday morning.


  1. Limit Work in Progress (WIP) Wisely: One of the core principles of Kanban is to limit the amount of work in progress. This might sound like common sense, but it's a bit like telling a kid not to eat all the cookies at once—easier said than done. The trick is to set realistic WIP limits that reflect your team's capacity. Too high, and you risk overwhelming your team; too low, and you might stifle productivity. Regularly review and adjust these limits based on team feedback and performance metrics. Remember, the goal is to maintain a smooth flow of work, not to create a traffic jam of tasks waiting for attention.

  2. Embrace Continuous Improvement: Kanban isn't a "set it and forget it" methodology. It's more like a garden that needs regular tending. Encourage your team to hold regular retrospectives to discuss what's working and what isn't. This isn't just about identifying problems—it's about celebrating successes and finding ways to replicate them. Foster a culture where feedback is welcomed and acted upon. This iterative approach helps teams adapt to changes and continuously refine their processes. And hey, if you find a better way to water the plants, why not share it with the rest of the garden?

  3. Avoid the "Busy Board" Trap: A common pitfall in Kanban is creating a board that's busier than a bee in a flower shop. While it's tempting to track every little detail, an overly cluttered board can obscure rather than illuminate. Focus on key tasks and stages that truly reflect your workflow. Use swimlanes and color-coded cards to differentiate between types of work or priorities. This clarity helps the team quickly identify bottlenecks and prioritize tasks. Remember, the board is a tool for visualization, not a canvas for chaos. Keep it simple, and your team will thank you for it.


  • Flow Efficiency vs. Resource Efficiency: In the realm of Kanban, we often talk about optimizing for flow, ensuring that work items move through the system as smoothly and quickly as possible. This contrasts with the traditional focus on resource efficiency, where the goal is to keep every individual maximally busy. The mental model here is understanding that just because everyone is busy doesn't mean work is getting done effectively. Picture a highway: flow efficiency is like ensuring traffic moves steadily without jams; resource efficiency would be like cramming as many cars onto the road as possible, leading to congestion. By applying this mental model, you can shift your perspective from individual productivity to the overall health and speed of the project workflow.

  • Theory of Constraints (TOC): This mental model revolves around identifying and addressing bottlenecks in any system. In Kanban, you visualize work on a board to easily spot these bottlenecks in real-time. TOC teaches us that no matter how much you optimize other parts of a process, it's the bottleneck that determines the pace at which you deliver value. Imagine water flowing through a pipe; if one section is narrower than the rest, it restricts the overall flow – that's your bottleneck. By using Kanban boards to apply TOC in your projects, you can quickly identify and manage these constraints to improve delivery times and project performance.

  • Feedback Loops: A feedback loop is a system where outputs are circled back as inputs. In Kanban methodology, feedback loops are critical for continuous improvement (Kaizen). The board itself acts as a visual feedback loop; as team members move tasks from one column to another, they provide real-time information about progress and issues. This immediate insight allows teams to adapt quickly – think of it like steering a ship with constant updates on wind and current conditions so you can adjust your course accordingly. By embracing this mental model within Kanban practices, professionals can foster an environment of constant learning and adaptation, which leads to more efficient processes and better outcomes over time.

By integrating these mental models into your understanding of Kanban methodology, you'll not only get better at using Kanban itself but also at navigating complex systems in general – whether they're in project management or everyday life scenarios.


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