Personal Kanban - On the Personal Kanban Couch with Scott and Ray

From time to time, we all get stuck.

In the middle of this project I got stuck with Personal Kanban and was not sure how to move forward. I am very fortunate to know people like Brian Bozzuto, and even more fortunate that he was willing to take the time to help coach me through my practice of PK.

And I am equally fortunate to know Scott Bellware and Ray Lewallen. These guys are usually my first
call when I get stuck with things that are related to Agile. They are both very smart, and they both have a lot of experience. But the main thing for me is that they both see the world, and the work, in a way that is completely different from how I see it. More often than not, our conversations end up with me gaining a perspective I would probably not have found on my own.

I reached out to Scott and Ray with the intent of getting their take on what was happening with my Personal Kanban experiment. I also wanted to get their thoughts on my questions about interpreting value and see how they felt about my complete inability to employ 5S in my workspace.

Both Scott and Ray agreed to allow me to record the call so that I could use it as a podcast of sorts. This is not a typical interview, but more of a conversation/debate. It is broken into two parts in order to make it easier to download and I’ve listed key points in the conversation below, along with the times during the recording when they occur.

Part 1: http://www.projectsatwork.com/content/podCasts/279394.cfm
1:46 - Is Personal Kanban even useful to begin with?
4:20 - Why Scott doesn't use Kanban anymore
5:30 – The spread of Kanban
6:50 - Ray advocates for useful tools over following a specific methodology
8:30 – How Value and Prioritization build momentum
10:47 - Why momentum is so important
12:30 - Measuring value
12:45 - Writing everything down: wasteful, or not?
16:30 - Why Scott and Ray think I should throw everything away
18:30 - Making mindful decisions about your Personal Kanban practices

Part 2: http://www.projectsatwork.com/content/podCasts/279395.cfm
0:00 - The importance of WIP and the cognitive burden of the backlog
2:25 - Avoiding "rank, negligent ignorance" when tracking your work
3:17 – The resurgence of things that are important enough to survive
3:48 – Maintenance of information inventory
6:07 – The importance of customizing your own solution
8:00 - Dealing with interrupters
11:40 – Knowing which waste to eliminate
14:20 - You can't have kaizen, you have to be kaizen
15:20  - The value of 5S
18:10 - The importance of a soluble workspace
22:00 – Tracking recurring tasks
23:51 - practice mode vs. practical mode
25:00 - Where to learn more about Scott and Ray
26:22 - Scott's last request

Personal Kanban - App Review Update: LeanKit and Kanban Pad

I mentioned before that I was happy enough with LeanKit that after I had adapted to using it, that I was not going to keep testing out different apps for Personal Kanban.


What can I say...

I was pretty happy with LeanKit from a Personal Kanban standpoint. When I checked it against my original criteria a few weeks ago, it only hit 50% of my original requirements:

1. Must be available on laptop, iPhone and iPad (PASS)
2. Must be as close to my physical board as possible (meaning must allow for swim lanes) (PASS)
3. Must have some capacity for dealing with recurring tasks (FAIL)
4. Must be available online and offline with a sync capability or something as easy as capturing notes on a post it or index card (FAIL)

But that was better than none, and it let me do some stuff I felt was really important:

1. Set up my swim lanes just like I had them on the wall.
2. Define the work state columns however I wanted.
3. Establish whatever WIP limits I wanted and warn me when I tried to exceed them.
4. It let me color code the cards based on work type.

I am also part of a volunteer group that had made a decision to use it and we were able to get full access to the tool which opened up some additional functionality. Being able to attach files to card and assign them to multiple individuals is something I found very helpful when using it with a team.

And then.....

I went to a meeting. I sat next to someone way smarter to me. I glanced at his screen and saw that he was using a Kanban app. Since he is smarter than me, and had come to a meeting with just an iPad (an obvious indicator of superior intellect and travel skill), and his screen was filled with a lot of really bright colors, it became obvious to me that this was an app worthy of further investigation. And this is how I was introduced to Kanban Pad.

When I compare this Kanban Pad against my original criteria:

1. Must be available on laptop, iPhone and iPad (PASS-ish)
2. Must be as close to my physical board as possible (meaning must allow for swim lanes) (PASS)
3. Must have some capacity for dealing with recurring tasks (FAIL, but)
4. Must be available online and offline with a sync capability or something as easy as capturing notes on a post it or index card (FAIL)

http://farm9.staticflickr.com/8011/7356295658_6c8acbc520_o.jpg

The app works great on an iPad or in a web browser. It's easy to drag cards from one column to another.  And technically, Kanban Pad works on an iPhone as well. They do have a version sized for the small screen. Unfortunately, in the smaller screen, you can only view one column at a time. Trying to move tasks between columns in this format  left me feeling like I was wearing boxing gloves while carrying a small child, a folding chair and trying to eat an ice cream cone at the same time.

Kanban Pad does allow for customizable, swim lanes, but not in exactly the same way that you'd set them up on a physical board. It allows you to establish multiple columns and within each column the Type setting allows you to establish Queue, In Progress or Queue and In Progress workflows. By using Queue and In Progress and editing the labels, I found an easy solution to my recurring task issue. 


Another great feature is that the Product Backlog and Backlog of work that has moved past Accepted (meaning it no longer needs to be seen), can be maintained off the main task board. 

Kanban Pad also allows you to establish WIP limits for your queues and it warns you fairly incessantly about your flagrant violation of them should you choose to venture off the path. (I ended up not using this feature because my frustration over the warnings became more significant than my desire to maintain WIP limits.  

The app includes a feature where you can customize colored tags which can be applied to each task so that you can tell what type of work you are looking at.

There are a number of additional features that Kanban Pad offers, but those are the ones that have proven to be most valuable to me from a Personal Kanban perspective. 

By way of a final verdict/opinion on the app, I offer this... I've been using Kanban Pad for about 6-8 weeks now. It has become my primary tool for managing my  work using Personal Kanban. After all my efforts at trying to find a way to use Things as a tool for Personal Kanban, I've all but stopped using Things and only open it (or Reminders) now when I have to capture something that I will add to my task board later. 

A Tip for Embracing Dysfunction

One thing I have noticed about my use of Kanban Pad is that I've begun using the screen on which I am looking at the work as my way of limiting WIP. If there is so much on the board that I have to scroll up and down to see all the work, then there is too much on the board. This means that some tasks have to be A) Cleared on the right so I can keep moving items over B) That I've got to remove some work from the active columns into the Product Backlog (which is not visible form the main board) or C) I need to consolidate and/or delete some items. This may not be the "right way" to do it, but at the moment, it is working pretty well for me, so I am okay with that. 

Projects At Work Podcast Interview with Don Kim on his Personal Kanban Practice

My Projects at Work Podcast Interview with +Projectation Don Kim on his Personal Kanban practice can be found here:
http://www.projectsatwork.com/blog/Dave-Prior/6737/

Track Your Happiness helped me gain a better understand of my unique issues with determining "value", but, in general, I think happiness is not really my bag... or at least, not the driving force behind my understanding of "value". While working on this project I have been talking with a lot of people who do evaluate things that way. They see the things they have an opportunity to do as either "things which make me happy" or "things which do not make me happy". So, the prioritization happens based on the degree of expected happiness or degree of expected unhappiness.

IMHO think the true goal is to find a way to uncover the aspect of whatever you are doing that can make you happy. It sounds simple, but it requires effort and discipline... it is far easier to just give in and wallow. Personal Kanban is supposed to help you understand your work better, and it has, but my increased awareness of how I perceive the work I have to do may be the most valuable thing I've picked up doing this.  

An even though using TrackYourHappiness.org was interesting, it never felt (to me) like it was measuring the right stuff. Happiness seemed close, but not quite close enough.

After some discussion with Boz, I began rating everything I do at 3 different points:

A) How I felt doing it (-3 to +3)

B) How I felt finishing it (-3 to +3)

C) Overall mirth from having it done (-3 to +3)

http://farm1.staticflickr.com/87/263228000_9513c97026_o.jpg

One of the things I realized in tracking the work I was doing was that for some items, the simple act of finishing it off can be as valuable as getting some newer items done.  This is especially true for the ones that have been sitting on the Kanban board smirking at you and taunting you in all their undone glory. The longer they sit the more mental and emotional weight they take on.  

It is probably also important to note that how progress is tracked has a toll as well. Capturing a 3 point ranking as I complete each task was okay on a post it - until I needed to extract the data electronically so I could analyze it. I was still struggling with letting go of Things and since I knew there was a way to extract the data I used that as my excuse to formally legitimize my inability to give up my favorite app. Unfortunately, my Coach asked me to try and see if I could work out how to use it to do Personal Kanban in a manner that was somewhat similar to what I had on my physical board.

It took a few tries, but I did manage to do get set up to do Personal Kanban in Things by grouping items into categories named after backlog columns.  As I completed each task, before I checked the box, I would assign it a 3-digit number based on the rating listed above. But, I don't think I ever moved anything into

Doing... they just went from not done, to done. 

After a few weeks Boz and I reviewed the results and for the most part, the information they offered were things that were already been apparent. Going through this process did have one very significant  result though. It caused me to pay more attention to how I felt about each thing I was doing while I was doing it and when I was finished doing it. I became more present with what I was doing and more aware of the impact it was having - which may be a significant contributor to the perception of value.

Using Things as a way to track all this also made me keenly aware of two additional points:

1. Trying to use Things to do Personal Kanban is kinda dumb

2. It was time to climb out of the value rabbit hole

My quest to understand the "value" of what I was doing had no clear answer save for the understanding that value can be a very subjective thing. I also had begun to feel like maybe the question was not, am I doing things that are not valuable, or how do I reduce the waste created by non-value adding activities, but how do I balance all the valuable things I want to work on. So, in many ways I was back to where I started.

http://farm4.staticflickr.com/3529/3229050640_ed5393886a_o.jpg

I have lots to do.
I want/need to do it all.
I have limited time.
I need a way to decide what to do first - always

One key difference though is that as I continue to work through this, I am becoming more aware of how I am working and why. There are things in the system which are (technically) waste. Maybe those things needs to be there to keep the rest of the system in balance.

{Insert Climactic Ending Here}

If we were machines, perhaps all waste would be bad. Waste dampens productivity. But, we are not machines and maybe those dampeners are part of how we maintain our own productive flow. In examining the waste in my Personal Kanban practice, I have observed that it exists and that the effort required to eliminate that waste may not be worth the squeeze.

Personal Kanban - Track Your Happiness

When my efforts to employ Personal Kanban reached a point where I felt I had gone as far as I could on my own, I decided it would be a good idea to find a coach who could hopefully help me see things more objectively, challenge me on the assumptions I was not conscious of and, in general, find a way to become more disciplined in my approach. (The expectation was that more discipline would result in greater productivity.)

Brian Bozzuto, an Agile Coach from BigVisible was kind enough to agree to act as my coach. We worked together for several weeks on a number of different   I’m going to try and take these on at a time in different postings.

aspects of my approach to Personal Kanban.

When we started out discussions about my approach to Personal Kanban, one of my biggest questions was how to understand value. I was operating under the idea that anything that does not add value is waste and should be eliminated. There are things with clear value (doing work you get paid for) and things which present no obvious value (sitting on the couch watching a movie), but which have value in terms of a longer game because they are restorative in some way.  Still, I was having a hard time in my internal argument for some of the latter.

In interviewing people about their use of Personal Kanban, I encountered many who said they prioritized work solely by what makes them “happy”. A few of these people said they only do things that bring them as much joy as a child feeding ducks.

Which left me wondering… who changes the cat litter?

Boz and I talked for a while about happiness and he suggested we both sign up for Track Your Happiness. This was something he had not done before either so he also agreed to sign up for the experiment. The service is free. For a period of time the service will send you an invite (via SMS or email) to log on to their site and take a quick survey of what you are doing, and how you are feeling about it. It also provides some basic reporting so you can see what information the data has to offer about how “happy” you are.

You can adjust the frequency of the surveys. They continue until the report has enough data for it to be able to offer you some insights. After that it is supposed to begin polling you again at some point in the future.

When you take the surveys, some of them have questions which clearly make sense and some which can start to seem rather tiresome because you get asked them again and again. And there are some that are quite amusing. I often received a question asking what I was doing at that moment. The options included things like:

Working

Watching Television

Meditating

Praying

Making love with another person

Disclaimer: If you decide to try out Track Your Happiness and you feel compelled to stop and answer a survey while you are making love… I really don’t think Personal Kanban is going to solve your problems.

During the first few days I got a report that showed this:

What the service was telling me was that, based on my responses up to that point, the place where I was happiest was at the airport. Initially, this seemed horribly wrong on many levels. At the very least it seemed comedically pathetic. But, on second thought, the airport is one of the places I am usually the least stressed. I always arrive extra early, I book my flights with lots of in between time, and in the aiport I’m generally just spending time in my bubble, headphones on, working or reading. Other than my borderline obsessive fear of germs from other passengers, it’s a pretty chill place for me. (I should also point out that by this point in time I had only been using Track Your Happiness while I was on the road. So no surveys had been completed while I was at home.

As I used the service and kept reviewing the reports, I started to wonder if happiness was really a good way to frame value within the context of Personal Kanban. The “happy as a kid feeding ducks” thing weighed quite heavily into that. (I should mention that this explanation of the kid feeding a duck thing is slightly incorrect. This will be revisited in a separate post in the future.)

In the end, I have come to the conclusion that there are people who try to prioritize their work so that they only do what makes them happy. From speaking with these people, they tend to delegate or refuse to do things that do not make them happy. For me, and the way I look at the things I do, there are things that I do which clearly bring me happiness, like taking my wife out to dinner or playing a game with my daughter. And there are things I do that, initially, do not seem to have happiness to offer me.  I believe that when faced with those types of things to do, regardless of what it is, it is the frame with which we look at the thing which helps us see value in it, or not. For example, I may have a very difficult client to deal with. This may be someone I had a history of trouble communicating with. Rather than approaching it with a “this will not bring me happiness mindset”, I try to remember to approach it with “what positive thing can I derive from this encounter”. If it is a difficult client, maybe it is as simple as trying to improve my ability at being present and actively listening to them, or being diplomatic, or understanding their body language and trying to use my own to see if it can impact the situation in a favorable way.

Working through this exercise of spending a few weeks completing the surveys was incredibly helpful in developing my understanding of how I see value. The biggest epiphany for me was realizing that I actually like pretty much everything I do, in one way or another. Before going through this survey I had no awareness of that and would never have agreed with this statement. Going through the process of being questioned over and over about whether or not I would prefer to be doing something else made me keenly aware of the fact that my issue is not that I have things which make me happy and things which make me unhappy. I just have things that, in one way or another, make me happy. I enjoy doing all of them either because of the action of doing them, or the benefits they provide.

Realizing this was a significant discovery for me. Unfortunately, it brought me right back to where I started. I have many things to do. My challenge with prioritization is that I want to do them all. To one extent or another, they all provide value for me. 

So at this point, the question is not “does it provide value”, but “does something else provide more value”, or how to I balance the “valuable” things I am doing so that there is enough work, enough personal, etc.?

Personal Kanban - Weeks 13-16

Zen and The Art of Personal Kanban Maintenance

Phaedrus had Quality 

I have Value

The more I examine my approach to getting work done, the more I am aware of the inefficiency I have baked into it. The more I study about Lean, the more I become concerned about "waste". Waste is bad. Waste must be exterminated!

But what about the waste that is in there on purpose? Is that really waste?

When I teach classes, I bring a few extra workbooks for students, just in case. Most of the time, it goes in the trash at the end. So, the waste of creating extra materials for extra money is made worse by discarding it at the end of the class. Massive waste. However, that waste provided me with peace of mind that enabled me to be better focused on teaching the class. So, was it really waste?

To understand what waste is occurring and where it is taking place,  I need to understand what I am doing that does not contribute to "value". 

Value = ?

In interviewing people about Personal Kanban, several of them said they prioritize work based on what makes them happy and that they only do things with make them happy. 

Initially, this sounded great, but, 

IF (value = happy)

THEN (who changes cat litter?)

I wasn't doubting the people who told me they prioritize based on what makes them happy, I was just struggling with all the other stuff that still had to get done.  When I asked what they did with the work that did not make them happy, they said they would delegate it if it was truly necessary. This was not something I was able to envision applying to my own world though.  I have no one to delegate to.

(Minions would be nice.) Even if I did, the thought of just dumping all the not happy work on them does not seem entirely in synch with my understanding of  servant leadership.

I am clearly struggling with "value". I need some help.

Milestone...

To mark the halfway point in my 6-month experiment with Personal Kanban here is an update on where I am with it…

Original Goals - 100% achieved

1. I have learned more about how Kanban works and how it is different from Personal Kanban.

2. I have demonstrated to myself that I am capable of actually practicing some version of Personal Kanban

Having reached a point where I have solved my initial questions (above), I realized that to go any further with this I was going to need to solve a different (bigger) question:

What is value?

I also realized that if I wasn't going to go the same route as Phaedrus, I was going to need some assistance. 

I've coached teams in Agile, but I've never had a coach myself. This seemed like the perfect opportunity. I asked Brian Bozzuto if he would be kind enough to coach me and he was kind/foolish enough to agree to work with me for a few weeks. During our initial calls we talked about a number of topics which I will be posting about in the coming weeks. One of these was "value".  After discussing the prioritizing by happiness approach, it seemed that defining happiness first would be key.  Boz suggested we both try an experiment. We each signed up for Track Your Happiness http://www.trackyourhappiness.org/. Once you sign up you being receiving polls from them a few times a day trying to determine your relative level of happiness. After you complete a number of surveys they create a report that is designed to provide you with a better understanding of the things which truly bring you happiness. 

In the next post I will explain why the DFW is (sadly) my happy place.

Podcast What is Lean Startup - Interview with Devin Hedge

My Projects at Work interview with BigVisible's Devin Hedge on Lean Startup.

Part 1
Part 2
Part 3

Podcast Interview with Stephen Denning

My Projects at Work interview with Stephen Denning, author of "The Leaders's Guide to Radical Management" and new board member of the Scrum Alliance.

Johanna Rothman's Personal Kanban Blog

Just discovered Johanna Rothman's Personal Kanban blog posts from a few weeks ago. There is a lot of great detail on the thought process and practice of using PK over a 5 day period.

Her posts start here:
http://www.jrothman.com/blog/mpd/2013/04/personal-kanban-and-iterations-day-1.html

Personal Kanban Weeks 10-12

The Heart of Darkness

Kanban. (expletive) Still only in Kanban. Every time I think I’m gonna wake up back in the GTD…

Towards the end of my experiment with Kanban-for-1 I was feeling like I had lost my way. I was still carrying too much work to be able to make use of Kanban-for-1, but my attempts at using it had taught me a number of useful things.

1. Whatever I use, it needs to be completely portable.
2. Whatever I use needs to be available to me whether I am online or off.
3. Whatever I use needs to be simple enough that the act of using it does not become a time/productivity suck. The tool can’t be in my way.
4. I really like working with a physical board and would like something as close to that as possible.
5. When I am home, and using the physical board on the wall, the process works quite well for me.

I toyed with the idea of trying to get a piece of plastic that I could use as a physical board and that I could roll up and carry with me.  But I’m guessing that the person in seat 21A (who is probably still a bit irked about losing the battle for the armrest) is not going to take kindly to me unrolling my big Kanban board to work on it mid flight.

The Horror, The Horror

I did attempt to use my Kanban journal. This is the book I make notes in each week on how things are going. I carry it with me each time I go on the road, so it seems like a great fit. Exiting Kanban-for -1, I re-created all my post its and created a PK Board in my notebook that was just like the one on my wall. It worked great until I actually placed the post-its in the book. I was right back to the Kanban-for-1 issue.

Drowning in a bunch of stuff I could not really see clearly. Just like with Kanban-for-1, if I had to move a task, first I had to dig through the piles of tasks to figure out where it was.

Disclaimer: I should point out that if you are reading this hoping to get to a point where I realize I’m just carrying way too many tasks… you might want to get a sandwich… it’s gonna be a while.

I decided to take a look at the Personal Kanban apps again. My requirements were the same:

1. Must be available on laptop, iPhone and iPad.
2. Must be as close to my physical board as possible (meaning must allow for swim lanes).
3. Must have some capacity for dealing with recurring tasks.
4. Must be available online and offline with a sync capability or something as easy as capturing notes on a post it or index card.

Basically I’m looking for Things, but Kanban style (cough cough Cultured Code cough cough).
Since I’ve started writing this blog people have been kind enough to send in a number of recommendations. Trello seems to be very popular. I’ve also received suggestions that I use Evernote for Kanban. I’d love to be able to do that, but I’ve not yet found a tool that would allow me to do so in as effortless a manner as I am looking for. Basically, if using the tool is more work than pulling an index card or a post it out of my pocket and capturing the item/updating the item while I am in an elevator, walking down the street, or sitting on a plane, it’s too much work.

Unfortunately, none of the tools I was able to find met all my requirements. However, after looking over the options, I decided o give Leankit a try. My reasons for choosing it were not entirely scientific, but I’m human…

Leankit allowed me to do the following:

1. Set up my swim lanes just like I had them on the wall.
2. Define the work state columns however I wanted.
3. Establish whatever WIP limits I wanted and warn me when I tried to exceed them.
4. It let me color code the cards based on work type.

The last point may seem trivial, but to me, it is very significant and one of the primary reasons that I have so much trouble with personal Kanban applications. The value of my physical board is that I can put everything I had to do up there at once. I can look at it all at once. It is a really big information radiator. For me, it’s a billboard telling me what is going on with the things I feel I need to do. No matter how awesome the software is, or how big my monitor is, there doesn’t seem to be a way to replicate the big thing on the wall + tactile interaction thing.

While my preference for a physical board is clearly established, there is no way that my physical board and my Martin travel guitar are going to fit in the overhead, so I need me some app-age.

"Never get out of the boat... Unless you were goin all the way."
(Capt. Willard)

Leankit

I used Leankit for about a month during this project. As far as Personal Kanban apps go, it is my weapon of choice. I’ve not tested out the paid version, which includes some extra features and more detailed analytics, but I found the free version to be very helpful in tracking my work on the road. My favorite aspect of the application was the customization. I really liked that I could set up my board in Leankit to mirror the one I have at home. In practicing any work habit, I believe the first step should always be the physical practice. If it moves to an electronic tool, then it is important to select a tool that allows you to mirror your physical behavior. Leankit offered me the most freedom there.

It even allowed me to set up multiple backlogs so that I could mirror how Things had worked for me. While I wasn’t able to figure out how to get recurring tasks going, I was able to create a ReUsable backlog so that each night I could move the recurring Daily items back into that backlog if I wanted. I didn’t actually end up doing that, but it somehow eased my mind to know that I could.

It also allows you to set due dates, mark work as blocked and it has an icon system for type of work.
So, Leankit allowed me to replicate my physical board on the web. It also has an iPhone application which took a little time to get the hang of, but which allowed me to update items as long as I could get online. With respect to my requirements:

1. Must be available on laptop, iPhone and iPad (PASS)
2. Must be as close to my physical board as possible (meaning must allow for swim lanes) (PASS)
3. Must have some capacity for dealing with recurring tasks (FAIL)
4. Must be available online and offline with a sync capability or something as easy as capturing notes on a post it or index card (FAIL)

From a mobility standpoint, with the exception of offline sync, the tool works quite well. It allows me to access my work, update it, enter new items, etc. You can even set it up to allow you to access multiple accounts. On my iPhone I have Leankit set up to access my personal account under one email address and another one I use for Scrum Alliance volunteer work.

The fact that Leankit did not meet all my requirements is not significant for me. None of the applications I looked at were able to meet all of them. From a customization, portability and usability standpoint, I am a big fan of Leankit.

You can't go out into space with fractions.

Initially I had planned to keep testing different applications. What I discovered after a few weeks was that while I want to the portability, the loss of big information radiator-ness was crippling. This was something I decided needed further research, but not so much in the way of testing additional apps. What I felt I needed a better handle on was why I wanted the apps and what I was actually doing with them. I do expect to go back and test out some additional apps – I really want to take a look at Trello because a lot of people have mentioned to me that they use it. But, after a few weeks with Leankit I decided to bail on trying new software for a while because it was time to start working with a Personal Kanban coach. Coverage of that will begin in the next blog post.