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KanbanESP

Kanban Cadences

April 23, 2015 by David Anderson

Recently, I’ve taken a new approach to teaching The Kanban Method. The new Lean Kanban “Practicing the Kanban Method” class is built around the 7 Kanban Cadences – the cyclical meetings that drive evolutionary change and “fit for purpose” service delivery. Two of these meetings are relatively new additions to the method: Risk Review added in 2014 as a response to Klaus Leopold formalizing Blocker Clustering in 2013; and Strategy Review as an emergent response to the concept of “fit for purpose” and the need to sense the external environment, in order to be able to respond appropriately. The other 5 were existing elements of the method, though the first edition of my Kanban book ommitted Service Delivery Review. In truth our training has not until now emphasized these meetings and particularly replenishment/commitment and delivery planning have not been explicitly taught. Little wonder then that these very basic functions of Kanban have not been well implemented in the field.

Kanban Cadences

When implementing the 7 cadences we don’t expect people to add seven new meetings to their organizational overhead. Instead we expect to find existing meetings that change be adapted and tuned up. Also at smaller scale we expect the meetings to be combined. We’ve also got one client who combined SDR with Replenishment/Commitment because the audience was the same. However, the SDR is on a bi-weekly cadence while Replenishment is weekly. To facilitate the combination they simply increase the meeting time by 30 minutes every other week. Delivery Planning is covered in the Kanban book but is for the first time being emphasized separately in training. Showing that Replenishment and Delivery Planning are separate meetings emphasizes the deferred delivery commitment taught in the class and really helps to underscore differences with methods such as Scrum where the two are combined and coupled together. By decoupling commitment to service a request from commitment to a specific delivery date, you can increase customer satisfaction by better managing their expectations and making promises you know you can keep. It’s been an important element of Kanban since 2006 and finally we are making it more  explicit in our training.

There are 10 feedback loops on this diagram showing information flow and change request flows between the different meetings. Information flow is intended to facilitate decision making for example, output from a replenishment meeting would appear as information at a standup meeting. Change requests imply that something is not working well enough, that there is perception that some current policy is leading to an outcome that isn’t “fit for purpose,” for example, both SDR and Ops Review will provide capability information to a Strategy Review together with a requets for a change of strategy due to a lack of operational capability to deliver on current strategy.

Filed Under: Kanban University Tagged With: Feedback Loops, Kanban, KanbanESP

ESP compared to Kanban Method

April 23, 2015 by David Anderson

I’ve been giving some careful thought to why it became necessary to create the concept of Enterprise Services Planning.

At the most fundamental level, ESP was necessary to provide a container for the collection of things we were teaching that were beyond kanban systems and beyond the scope of the Kanban Method. These were the things that enabled the optimal and effective use of kanban systems – topics such as: probabilistic forecasting and statistical analysis; qualitative risk assessment; real option theory; connecting strategy to operational mechanisms such as Kanban capacity allocation; and so forth. ESP represents a system of management for an entire professional services business. It isn’t just an IT thing and it certainly isn’t just for operational management of a single service delivery workflow. So we needed a name that encompassed concepts that were a lot bigger than Kanban.

The second reason is that we needed a concept and a message that resonated with senior executives – something that would help them understand why they should care about Kanban and what it might do for them. Enteprise Services Planning seem to fit that bill. The focus on “fit for purpose” and evolutionary change based on sensing the external environment and responding to changes on the outside with changes on the inside, seems to appeal to senior executives.

This led me to the conclusion that Enteprise Services Planning (ESP) is intended to be implemented Top-Down and is focused from the Outside-In.

The truth of the Kanban Method, as those who’ve attended a coaching masterclass will tell you, is that it was intended and designed as “change led from the middle.” It was a method to effectively lead and implement successful change for middle managers not endowed with large budgets, significant power, and a mandate for a large scale change initiative. However, we have to recognize that the working reality of Kanban adoption around the world is that it is largely Bottom-Up and from  the Inside-Out. We even address this in our scaling advice when we talk of first scaling up and down the value-stream. The assumption is that the most likely proto-kanban implementation is focused on the middle of a end-to-end service delivery workflow. The input to the proto-kanban isn’t coming from the direct customer but is a hand-off from an upstream partner, and often the delivery from the system isn’t directly to the original requestor either but to a downstream partner who may batch things for delivery.

So Kanban has been Bottom-Up and Inside-Out while we anticipate Enterprise Services Planning to be Top-Down and Outside-In. This means we anticipate a whole different approach to selling ESP in comparison to selling Kanban. We also expect the approach to training and adoption to be different. Initially we are only offering ESP training privately directly to clients on their premises, while Kanban training is extensively open registration and easily delivered to mixed groups from many employers.

We also anticipate the adoption of the Kanban Cadences to be different. With ESP we expect to start at the top and lead with strategy. This diagram shows the anticipated adoption sequence of Kanban Cadence meetings during an ESP initiative.

kanbanespcadenceadoption

If we compare this to the expect adoption for a typical Kanban initiative, you can see how different it appears

kanbanmethodcadenceadoption

With Enterprise Services Planning, Kanban (represented by the Replenishment/Commitment, Standup and Delivery Planning meetings) comes last, as we don’t automatically assume that use of kanban systems is the solution to “fit for purpose” service delivery and a more successful business. We start by understanding the problem from the business perspective in terms of what businesses and markets do they wish to be in, and from the customers’ perspective in each of those market segments.

With Kanban, initial shallow adoption has tended to be internally focused and intended to provide relief from overburdening and to smooth unevenness in flow. The benefits to the customer are potentially coincidental. The motivation is usually to make things easier for the workers. With ESP the focus is explicitly on the customer and the business strategy right from the start.

Filed Under: ESP Tagged With: Enterprise Services Planning, Kanban, Kanban Method, KanbanESP

LKNA15 Miami – Enterprise Services Planning – the Future of Kanban

April 5, 2015 by David Anderson

Lean Kanban North America takes place in Miami, Florida 8-10 June 2015 at the Eden Roc Hotel on Miami Beach. This year we are both going “back to our roots” while “looking to the future” with a very specific Kanban practitioner event. If you are already doing Kanban and want to know how to take your practice to the next level, or you are curious how to scale the benefits to your entire organization or a business unit, or you just want to know how to apply Kanban outside of IT and software development, then this is the event for you!

In 2015 we launched Enterprise Services Planning, a management system for creative and knowledge worker industries that encourages improved service delivery, better customer satisfaction and a business that is “fit for purpose.” Are you curious about Enterprise Services Planning and how it leverages Kanban to improve your business? Are you curious to see the latest Enterprise Services Planning software solutions? You need to be in Miami this June at Lean Kanban North America. We’re back to our roots in the same city as our first conference in 2009, while we look to the future with the enterprise-wide management solution, Enterprise Services Planning (ESP). We’ll have a full pavilion of vendors offering ESP solutions – come and see the latest software and learn about our new modular 5-day training program in ESP.

wp_20150325_15_25_59_pro_1

Your business is an ecosystem of interdependent services. You can learn to manage these better with Enterprise Services Planning. ESP is about scheduling and sequencing work, forecasting delivery dates and outcomes, allocating capacity and managing dependencies, understanding risk and learning how to hedge it and embrace it for opportunity and economic benefit. Learn to run an effective, risk managed, business, that produces superior customer service and both “fit for purpose” and robust & resilient to a rapidly changing external environment, using ESP. Enterprise Services Planning is the new way to manage your complex, modern 21st Century business. ESP software solutions make it easy to translate what you learn into action. Come to Miami and experience how the future of work will be managed.

Filed Under: ESP Tagged With: Conference, Enterprise Services Planning, Kanban, KanbanESP, Leadership, LeanKanban North America, LKNA, Management, Management Training

LeanKanban Training Roadmap 2015 Edition

February 23, 2015 by David Anderson

We’ve updated the LeanKanban Training Roadmap for 2015 following the introduction of the modular 5-day Enterprise Services Planning class.

edu.kanban.com_training_roadmap

2015 Edition LeanKanban Training Roadmap

The new training roadmap includes the new Enterprise Services Planning classes but also introduces a new intermediate training class called “The Kanban Method.” People completing the Foundation Level “Getting Started with Kanban – Improving your Service Delivery” class together with the Advanced Practitioner Level “The Kanban Method – Success Evolutionary Change for Your Technology Business” will receive the Kanban Management Professional (KMP) credential.

As has been the case for the past 3 years, Accredited Kanban Trainers (AKTs) are free to offer a 1-day informational class tailored to specific audiences. These introductory classes are designed to deliver Kanban awareness. There is no set curriculum for these classes. AKTs are free to construct a curriculum that in their opinion is best tailored to their audience and delivers the right level of Kanban awareness based on the job function of the attendees. Certificates of attendance are issued.

The “Getting Started with Kanban” Foundation Level class is now standardized for all new AKTs. The curriculum is defined and trainers use the standard training materials issued from LeanKanban University. Trainers are permitted to customize the training by localizing it into their own language and by adding their own case study. This 2-day class is designed to teach the basic mechanics of Kanban and let participants experience Kanban in action through the getKanban game simulation and the STATIK (Systems Thinking Approach to Implementing Kanban) Method exercises for analysis, design and implementation of a kanban system and visual boards. Certificates of attendance are issued to all attendees who complete this 2-day class.

The new “The Kanban Method – Successful Evolutionary Change for Your Technology Business” class at the Advanced Practitioner Level is designed for people with basic knowledge and experience using Kanban. This class focuses on the 7 Kanban Cadences: Replenishment; Delivery Planning; Standup; Service Delivery Review; Operations Review; Risk Review; and Strategy Review. The objective of this class is to teach the full method and encourage deeper implementations. Candidates will learn how the Kanban Method provides an anti-fragile solution through its feedback mechanisms that are designed to respond to stressors by catalyzing improvements.

“The Kanban Method” class has a standardized curriculum and standard training materials. Trainers are permitted to localize the training materials into their local language. All AKTs can offer this advanced practitioner class.

Certificates of attendance are issued for each candidate completing the 2-day “The Kanban Method” class.

For those who complete both 2-day classes, “Getting Started with Kanban” and “The Kanban Method” they will be awarded the Kanban Management Professional (KMP) credential.

Three parallel tracks are then offered: Enterprise Services Planning; Kanban Coaching Masterclass; Kanban Train-the-trainer.

Enterprise Services Planning is designed for managers from line level to senior decision makers who must worry about enterprise scale concerns, customer satisfaction and fitness for purpose. Enterprise Services Planning is designed to delivery practical solutions for pragmatic practitioners.

The Kanban Coaching Masterclass is a step towards receiving the Kanban Coaching Professional (KCP) credential. KCPs must complete the masterclass, demonstrate at least 6 months Kanban coaching experience through a case study essay and a panel interview. The KCP track is designed for people who wish to lead or coach Kanban and Enterprise Services Planning initiatives with their employer or clients.

The Kanban Train-the-trainer is a class that teaches trainers how to deliver the Kanban training classes, “Getting Started with Kanban” and “The Kanban Method”. Attendees completing the train-the-trainer are awarded the Accredited Kanban Trainer (AKT) credential. Only AKTs are licensed to deliver official LeanKanban training.

Filed Under: KU Education Tagged With: Accredited Kanban Trainer, AKT, Enterprise Services Planning, Kanban, Kanban Coaching Professional, KanbanESP, KCP, LeanKanban, Training

Enterprise Services Planning: Module 1 – Portfolio Management

February 22, 2015 by David Anderson

Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

esp_map_large

Map of the Enterprise Services Planning Framework

Enterprise Services Planning: Module 1: Portfolio Management

Training class for up to 24 attendees

Duration: 2 days

Pre-requisites: Informational level knowledge of kanban systems and their application to knowledge work and creative services workflows

Target Audience

“I am a business leader who needs to understand the dynamics of our environment in order to make better decisions about what to start, when to start them and the likelihood of a successful and desirable outcome for our business and our customers”

“I am a portfolio manager who needs to make decisions about risk and capacity allocation, decide when to start projects and initiatives and manage our portfolio of concurrent projects, initiatives and activities.”

“My job is to manage risk for our organization and advise our leaders and the management team in our PMO”

“I work in the PMO and I want to be more effective in my job. I’m overwhelmed and overburdened and I’m looking for simpler, more powerful ways to make decisions, take actions and work with project stakeholders.”

Curriculum

Day 1 – Fitness for Purpose & Cost of Delay

  • Blizzard Skis case study
  • Defining Fitness for Purpose
  • Defining Fitness Criteria Metrics (KPIs)
  • Classes of Service and alignment with market segments and fitness criteria
  • Qualitative assessment of Cost of Delay
    • Market payoff function
    • Defining cost of delay
    • Cost of Delay function shapes
    • Cost of Delay impact assessment
    • Shelf life

Day 2 – Scheduling, Sequencing, Risk & Strategic Alignment

  • Scheduling work
    • optimal start time
    • window of opportunity
  • Sequencing
  • Portfolio Risk
  • Hedging Risk
  • Risk Profiling
  • Pragmatic Philosophy for Risk Management
  • Aligning Strategy with Capability
  • Implementing a regular Strategy Review

Learning objectives

Understanding evolutionary improvement of service delivery by applying evolutionary theory to development of fitness criteria metrics (or, key performance indicators (KPIs)) by understanding what creates “fit for purpose” service delivery based on customer needs and expectations.

Understanding use of classes of services to serve specific market segments and sources of demand to enable delivery within expectations and against the defined fitness criteria metrtics

Understanding cost of delay as a concept and knowing how to classify it in a qualitative and pragmatic fashion using taxonomies

Understanding how to apply cost of delay and lead time capability sensitivity analysis for scheduling. Learning how to determine earliest start, latest start and optimal start dates for requested work

Understanding how to use market role risk assessment to sequence work in large batch commitments (such as projects)

Understanding how to assess portfolio risk based on strategic contribution and market lifecycle stage

Understanding how to hedge portfolio risk using capacity allocation in kanban systems

Understanding how to develop a multi-dimensional risk profile for portfolio or project level use and how to visualize it and use the visualization to inform scheduling and option selection/discard decisions

Learn the 12 point pragmatic approach to risk assessment

Understand appropriate alignment of service delivery capability with strategy and risk hedging allocation

Understand the purpose of a regular Strategy Review to assess market segments, fitness criteria, risk hedging policies and alignment of strategy, risk management policy and service delivery capability

As an entire outcome attendees will have learned how to select work for a portfolio, how to align a portfolio of work with company strategy, how to insure that strategy is aligned with capability, how to schedule and sequence work within the portfolio, and how to hedge risk across the portfolio

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, marketing managers and strategic planners, senior executives and those responsible for strategy, risk policies and strategic decision making, management trainers, management and executive coaches, anyone interested in resilience and survivability of their business and those responsible for service delivery to customers.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

For open registration classes please consult our training listings If you don’t see a class listing near you please contact our sales department via the link at the bottom of the page

For private classes please contact sales.

Filed Under: ESP Tagged With: Enterprise Services Planning, Fitness for Purpose, Kanban, KanbanESP, Portfolio Management, Scaling, Strategy, Training

Enterprise Services Planning: Module 2 – Enterprise Services

February 22, 2015 by David Anderson

Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

esp_map_large

Map of the Enterprise Services Planning Framework

Enterprise Services Planning Module 2: Enterprise Services

Training class for up to 24 attendees

Duration: 1 day

Pre-requisites: Recommended KMP (Kanban Management Professional) or knowledge and experience of using kanban systems for services delivery. Basic understanding of market payoff from Cost of Delay section of Module 1

Foundation level understanding of Kanban systems is included as revision for attendees who don’t meet the pre-requisites

Target Audience

“I am a product manager. I’d wonder if we can use Kanban to manage development of ideas and requirements.”

“I am a product manager and I’d like to work more effectively with our delivery partners.”

“I am a service delivery manager and I’d like to know how to facilitate commitment meetings and replenish our kanban system.”

“I am a project manager and I want to know how to make and communicate plans when we are using Kanban to manage our delivery”

“I am a function manager and I want to understand how we can improve our delivery performance, shorten lead times and improve predictability”

“I am a process engineer and coach and I want to know how to advise our delivery organization on process improvement”

Curriculum

Day 3 – Options, Commitment & Delivery

  • Posit Science case study – a bit of everything in this one, we also use it in coaching masterclasses
  • Seeing Services – examples of how to put the Kanban Lens into action
  • Understanding Kanban Systems
    • mostly revision from Foundation training
    • understanding commitment
    • Little’s Law
    • definition of Service Delivery Agility
  • Options
    •        understanding real options
    • understanding the value of options under various forms of uncertainty
    • understanding how to balance option development with committed delivery based on uncertainty and risk
  • Upstream Kanban
    • embedded options
    • governance framework for option development versus committed delivery
    • minimum & maximum WIP limits
    • discard rates in relation to uncertainty in the business domain
    • defining organizational boundaries & commitment points
  • Replenishment & Commitment
    • replenishment meetings
    • synchronous vs asynchronous commitment
  • Understanding Lead Time
    • histograms and distribution curves
    • flow efficiency and its implications
    • identifying sources of delay
  • Chance versus Assignable Cause variation
    • recognizing the type of variation
    • understanding how to cope with chance cause variation by redefining the system in operation through policy changes
    • understanding assignable cause variation and its relationship with event-driven risk
    • learning the dynamics that left or right shift a lead time distribution or trim the tail on the distribution

Learning objectives

Observing STATIK (Systems Thinking Approach to Implementing Kanban) in action with Posit Science. Understanding risk profiling, asynchronous commitment and evolutionary change at Posit Science

Learning how to see services in an existing organization that can be improved with Kanban. Understanding that several services can be aggregated onto one kanban board and serviced by one team, or department.

Understanding fundamentals of kanban system mechanics at an advanced level including symmetrical versus asymmetrical commitment, Little’s Law, and how to define service delivery agility

Understand real option theory and learn to recognize the value of options under different conditions of uncertainty

Understand upstream Kanban, embedded options, minimum & maximum WIP limits, and the relationship to real option theory

Learn how to define a commitment point and organizational boundary based on uncertainty and risk assessment of the business domain

Learn to read and use lead time histograms and distribution curves. Understand the relationship of lead time distribution to Little’s Law

Understand the definition of flow efficiency and the implications of low flow efficiency environments and the system dynamics that affect lead time

Learn to identify typical sources of delay

Learn the difference between chance and assignable cause variation and how to manage them appropriately

Learn the management levers that can be pulled to left or right shift a lead time distribution curve or trim the tail from the curve

Understand how to use lead time distribution curves to communicate probability of delivery times and indicate predictability of delivery.

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, function/line managers or team leads, management trainers, management coaches, individual contributors working in creative or knowledge work service delivery or project environment, anyone responsible for service delivery to customers, anyone wishing to learn how to scale Kanban implementations beyond a single team or a single service workflow.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

Enterprise Services Planning classes are currently offered exclusively through David J. Anderson & Associates, Inc.

For open registration classes please consult our training listings http://anderson.leankanban.com/events If you don’t see a class listing near you please contact us sales@kanban.university

For private classes please email sales@kanban.university

Download the module curriculum

Filed Under: ESP Tagged With: Enterprise Services Planning, Kanban, KanbanESP, Product Management, Service Delivery

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