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Kanban: More than
boards and WIP limits
SquirrelNorth
FERNANDO CUENCA
fernando@squirrelnorth.com
H o w K a n b a n h e l p e d m e
r e c o n c i l e w i t h A g i l e / S c r u m
November 16,
2022
SquirrelNorth
CONSULTING | TRAINING | COACHING
MARTIN AZIZ FERNANDO CUENCA JAMES STEELE ALEXEI ZHEGLOV
2000:
Developer
2003:
Technical Lead
2006:
(Agile) Team
Lead/Manager
2009:
Agile Coach
(embedded)
2011:
Agile Coach
(floating)
My professional
journey
2015: “Time to open a
pizza shop??”
Toronto
XPUser Group
Agile and
its discontents
Agile and
its discontents
Agile and
its discontents
Sometimes, all it takes is
a Good mentor…
Alexei
Zheglov
“Kanban is
a way of seeing…”
Andy Carmichael
From someone’s
“needs”
(or request)...
… to those needs
being fulfilled.
Flow of Work
Commitment
Point
Delivery
Point
Replenishment Delivery
Lead Time
Arrival
Pattern
Flow of Work
Lead Time
“Kanban is
a way of seeing…”
Andy Carmichael
DEMAND
capability
Flow of Work
Lead Time
Kanban:
a “management method”
Cost of Delay
Classes of Service
Board Design
Options Model
Upstream Kanban
Queuing Policy
Decoupled Cadences
Capacity Allocation
…
DEMAND SHAPING
Identify and Remove
Delay
Bottleneck Handling
Dependency
Management
Understanding
Variation
Economic Cost Model
Risk Review
Feedback Loops
Liquidity
…
IMPROVING
CAPABILITY
OK… WHAT IF OUR
PROCESS IS SCRUM?
https://commons.wikimedia.org/wiki/File:Scrum_Framework.png
Roles
Artifacts
Events
Timebox
Refinado
(Grooming)
Sprint
Planning
Flow of Work
Refinado
(Grooming)
Sprint
Planning
How does this
“hurt”?
Sources of
Dissatisfaction
Stories don’t
just come from
the PO
During
“grooming”,
stories often
split Stories in
progress often
generate more
stories
Managing the
Backlog becomes
really difficult!
When are we going
to be done?
Does it fit within the Sprint?
How many can we
take in?
”Done” doesn’t
always mean
“Done”
What do we do
with work not
finished in the
Sprint?
How much time?
All work starts all at
the same time
Sprint
Planning
Stories wait for PO
approval, because
he/she’s not
available
Testers have to wait
until almost the
end of the Sprint
Work gets blocked
and can’t move
Urgent work
appears in the
middle of the
sprint
A digression…
There’s no
“wishful thinking”
in Kanban
David J. Anderson
…OK, one more…
Agile needs a
new
“mindset”
Mindset Actions Outcomes
With Kanban we
start here
Double-loop
Learning
Some recommend
to start here..
• Demand is rarely homogeneous
• Different types of work require different treatment
Demand
Analysis
Identification of
“Work Item Types”
Workflow Mapping
Transition Rules
Classes of
Service
Optional
Activities
Work Item
Types
Explicit
Workflow
• How do we understand the ”passage of time”?
• What are the ”forces of nature” that affect how long
something takes?
Waiting
Queues
Buffer
(for “batches”)
Waiting
Queues
What factors affect
Lead time?
Lead Time is a
probabilistic
variable
(non-deterministic)
An Inconvenient Truth
Lead time
Distributions
0
5
10
15
20
25
1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52 55 58
Frequency
Duration (days)
What’s the “best case”? How frequent is it?
“worst case”
14.5
The ”average”
(never happened!)
The ”mode” (most frequent case)
How predictable
are we?
Another
inconvenient truth…
Wait Wait Wait Wait
Work Work Work Work
Flow Efficiency =
work
work + wait
x 100%
Typical value: 1-20%
In the search for
Predictability
Visual Model
Add Product
to Shopping
Cart
Test server
unavailable
Date: 24/10/2018
Blocker
Clustering
Instrumentation
to measure flow
Environment
Outage
Missing
Information
SME
availability
Identify
“Sources of Delay”
• Multitasking & preferential
treatment (Pre-emption)
• Queues & Buffers
• Dependencies
• Impediments (Blockers)
• Rework, defects (Failure Demand)
• Too much work in progress (WIP)
• Batching
The problem of
too much “WIP”
7
6
5
4
3
2
1
1 2 3 4 5 6 7 8 9
Average Lead Time
Average WIP
Time (days)
Work
Items
Cummulative Flow
Diagram
(CFD)
Average Throughput
Arrivals
Departures
Avg. Delivery Rate =
Avg. WIP
Avg. Lead Time
Ley de Little
The problem of
too much “WIP”
Unpredictable
System
Predictable System
Limiting WIP
One does not limit WIP
with WIP limits
In the meantime,
Customers are waiting…
You need to look
beyond individual
teams
Two change management
Approaches
Current
Process
Defined/ Designed up-front
TRANSITION
Future
Process
Evolving
Process
Initial
Process
Future Process
is emergent
Fit for
purpose?
Fit for
purpose?
Fit for
purpose?
Fit for
purpose?
Fit for
purpose?
Roll back
Roll
forward
Defined
(Traditional)
Evolutionary
(Kanban)
Change Management
with KAnban
Start with what you do
now.
Encourage acts of
leadership at all levels
Agree to pursue
Evolutionary Change
Evolving
Process
Initial
Process
Future Process
is emergent
Fit for
purpose?
Fit for
purpose?
Fit for
purpose?
Fit for
purpose?
Fit for
purpose?
Roll back
Roll
forward
SquirrelNorth
s q u i r r e l n o r t h . c o m
Kanban: More
than boards and
WIP limits
H o w K a n b a n
h e l p e d m e
r e c o n c i l e w i t h
A g i l e / S c r u m
FERNANDO CUENCA
fernando@squirrelnorth.com
@fer_cuenca
November 17,
2022
Flow of Work
Lead Time

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Kanban: More than boards and WIP limits

  • 1. Kanban: More than boards and WIP limits SquirrelNorth FERNANDO CUENCA fernando@squirrelnorth.com H o w K a n b a n h e l p e d m e r e c o n c i l e w i t h A g i l e / S c r u m November 16, 2022
  • 2. SquirrelNorth CONSULTING | TRAINING | COACHING MARTIN AZIZ FERNANDO CUENCA JAMES STEELE ALEXEI ZHEGLOV
  • 3. 2000: Developer 2003: Technical Lead 2006: (Agile) Team Lead/Manager 2009: Agile Coach (embedded) 2011: Agile Coach (floating) My professional journey 2015: “Time to open a pizza shop??” Toronto XPUser Group
  • 7. Sometimes, all it takes is a Good mentor… Alexei Zheglov
  • 8. “Kanban is a way of seeing…” Andy Carmichael From someone’s “needs” (or request)... … to those needs being fulfilled. Flow of Work Commitment Point Delivery Point Replenishment Delivery Lead Time Arrival Pattern
  • 9. Flow of Work Lead Time “Kanban is a way of seeing…” Andy Carmichael DEMAND capability
  • 10. Flow of Work Lead Time Kanban: a “management method” Cost of Delay Classes of Service Board Design Options Model Upstream Kanban Queuing Policy Decoupled Cadences Capacity Allocation … DEMAND SHAPING Identify and Remove Delay Bottleneck Handling Dependency Management Understanding Variation Economic Cost Model Risk Review Feedback Loops Liquidity … IMPROVING CAPABILITY
  • 11. OK… WHAT IF OUR PROCESS IS SCRUM? https://commons.wikimedia.org/wiki/File:Scrum_Framework.png Roles Artifacts Events Timebox
  • 14. Stories don’t just come from the PO During “grooming”, stories often split Stories in progress often generate more stories Managing the Backlog becomes really difficult!
  • 15. When are we going to be done? Does it fit within the Sprint? How many can we take in? ”Done” doesn’t always mean “Done” What do we do with work not finished in the Sprint? How much time?
  • 16. All work starts all at the same time Sprint Planning Stories wait for PO approval, because he/she’s not available Testers have to wait until almost the end of the Sprint
  • 17. Work gets blocked and can’t move Urgent work appears in the middle of the sprint
  • 18. A digression… There’s no “wishful thinking” in Kanban David J. Anderson
  • 19. …OK, one more… Agile needs a new “mindset” Mindset Actions Outcomes With Kanban we start here Double-loop Learning Some recommend to start here..
  • 20. • Demand is rarely homogeneous • Different types of work require different treatment Demand Analysis Identification of “Work Item Types” Workflow Mapping
  • 22. • How do we understand the ”passage of time”? • What are the ”forces of nature” that affect how long something takes?
  • 24. What factors affect Lead time? Lead Time is a probabilistic variable (non-deterministic) An Inconvenient Truth
  • 25. Lead time Distributions 0 5 10 15 20 25 1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52 55 58 Frequency Duration (days) What’s the “best case”? How frequent is it? “worst case” 14.5 The ”average” (never happened!) The ”mode” (most frequent case) How predictable are we?
  • 26. Another inconvenient truth… Wait Wait Wait Wait Work Work Work Work Flow Efficiency = work work + wait x 100% Typical value: 1-20%
  • 27. In the search for Predictability Visual Model Add Product to Shopping Cart Test server unavailable Date: 24/10/2018 Blocker Clustering Instrumentation to measure flow Environment Outage Missing Information SME availability Identify “Sources of Delay” • Multitasking & preferential treatment (Pre-emption) • Queues & Buffers • Dependencies • Impediments (Blockers) • Rework, defects (Failure Demand)
  • 28. • Too much work in progress (WIP) • Batching
  • 29. The problem of too much “WIP” 7 6 5 4 3 2 1 1 2 3 4 5 6 7 8 9 Average Lead Time Average WIP Time (days) Work Items Cummulative Flow Diagram (CFD) Average Throughput Arrivals Departures Avg. Delivery Rate = Avg. WIP Avg. Lead Time Ley de Little
  • 30. The problem of too much “WIP” Unpredictable System Predictable System
  • 31. Limiting WIP One does not limit WIP with WIP limits
  • 32. In the meantime, Customers are waiting… You need to look beyond individual teams
  • 33. Two change management Approaches Current Process Defined/ Designed up-front TRANSITION Future Process Evolving Process Initial Process Future Process is emergent Fit for purpose? Fit for purpose? Fit for purpose? Fit for purpose? Fit for purpose? Roll back Roll forward Defined (Traditional) Evolutionary (Kanban)
  • 34. Change Management with KAnban Start with what you do now. Encourage acts of leadership at all levels Agree to pursue Evolutionary Change Evolving Process Initial Process Future Process is emergent Fit for purpose? Fit for purpose? Fit for purpose? Fit for purpose? Fit for purpose? Roll back Roll forward
  • 35. SquirrelNorth s q u i r r e l n o r t h . c o m Kanban: More than boards and WIP limits H o w K a n b a n h e l p e d m e r e c o n c i l e w i t h A g i l e / S c r u m FERNANDO CUENCA fernando@squirrelnorth.com @fer_cuenca November 17, 2022 Flow of Work Lead Time