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Clean Up Your Backlog

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Does your READY column look like a junk drawer?  

Do you have tasks in there that you are holding onto from six months ago that say “Urgent!” (and have since the day they were created)?

Guess what? You’re learning something about your work.

We have a lot of urgent tasks that strangely don’t get done and no one gets hurt.

Busy-ness is bad for business

We might miss an opportunity or need to do something different in the future, but we don’t complete a lot of tasks we, ourselves, would describe as urgent.In the first post in this series, I mentioned that at Modus our board had built up an unhealthy backlog. It was gigantic.Why did this happen?1. We’re busy! Tonianne and I were traveling constantly, forming partnerships, coming up with new products, working on existing products, keeping notes about things to blog about, juggling demands from clients, and running a business. We were both constantly adding to the board. So much so, Tonianne at one point created a backlog just for her because she couldn’t find things on the board. Busy-ness was becoming bad for business.

2. No custodian No one was in charge of cleaning out the backlog, so even though we are both focused on the board, we became focused on completion - but not hygiene.

3. Focused on the new work As I mentioned we were focused on completion. We would put new urgent work into the board and do it immediately, while old tasks just got older. We needed to maintain a focus, again, on board hygieneSo what to do?Well, we can either clean them up or work them out.Cleaning I took on the role of custodian and started clearing out old, poorly described, or simply unnecessary.  After that, and the backlog regrooming from the previous post, we were able to see all our work and begin to actually complete. When discussing the board, we now talk about old tickets and why certain tickets are there.Batching If there are tickets that really are important, but haven’t been done, we might suggest a pomodoro or two to focus on completing just those tasks, clean them off the board, and move on.This is important because often tickets that languish are of a certain type. They involve writing tedious emails or calling people on the phone, for example. Batching those up and completing them also is a good way to get them out of the backlog.This is the third post in the series - Are You Just Doing Things.  You can read the previous post here.Written in Mesa, Arizona

Categorizing Your Backlog

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Your backlog is hope. Your backlog is pain.  

Your backlog holds all the projects, tasks, demands, desires, and expectations you have and the world has for you.The problem is, today’s apparent emergencies are tomorrow’s waste-of-my-time.If we are focused on completion, we don’t want to complete tasks.We want to complete products.If you find you are completing tasks, but not products ... try making your backlog explicitly show what you need to do to complete the products those tasks make up.

Unorganized Backlog

This board is a typical cluttered backlog. You might be able to see that tasks belong to specific projects, but they are jumbled and incoherent. While each of these tasks might be options we can exercise, the complexity of our decision of what to pull next is directly related to the number of tasks in the READY column and our inability to quickly see what each task is.So .. let’s try to build an explicit BACKLOG before the READY column:

Explicit Backlog

Here we see a board with a categorized backlog. We hold work in the backlog until it’s READY to be done. Only then can we move it into the READY column. Note here that the READY column is limited to seven tasks.So now we’ve split out our work and we can see very clearly what projects we have, how much work is in each, and what we are currently spending our time on.This board is much easier to interpret.In this example, we can see that we are split between marketing, general work, and course creation.This is the second post in the series - Are You Just Doing Things?  You can read the first post here.Written in Mesa, Arizona

Are You Just Doing Things?

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I’ll bet you have a lot of things to do. 

Of course you do.We all do.A Personal Kanban anti-pattern that I’m seeing is that people are filling their kanbans with things to do and then...doing them.They are becoming productivity machines. And that’s...really bad.Look, there’s a limitless amount of things to do and you can become super efficient and do much more of them than you ever dreamed possible. And if you do that, soon you will burn out.So I ask you, Why not figure out which work is important?This happened to us recently at Modus. We had our board which we’d been using for a year. The backlog was filling up with tasks that could be done, but didn’t necessarily need to be done.At client sites and in classes, we frequently use our own board as an example. And our board clearly showed this anti-pattern.So we did a few things that I will recommend today:1. Categorize the Backlog - We divided our backlog into sequestered categories of projects. This helped us see where projects were in their completion and what areas of work were taking up most of our time.2. Clean Up the Backlog - Clean up the backlog by deleting old tasks that have aged out or that people want to care about but don’t really care about.3. Pick Dominant and Secondary Projects - One project at any given time should be your main focus. There will always be immediate, context-specific, daily tasks you need to do - but one project should be focused on and completed. Secondary projects are those which need to be done, but are either not the immediate focus or are supporting that focus.4. Clean Up the Done Column - Done columns can fill up, especially when we are hyper-productive. Soon we have our boards laden with stickies covering each other and we don’t know what we did, when we did it, or why we did it that way. Dirty done columns are worse than to-do lists.What you might notice in these four steps is that we didn’t prioritize our tasks, we didn’t make big plans, we altered the board to flow better and our the relationship to the work to be more focused.In the next four posts, I’ll talk more about each one in depth.Written in Mesa, Arizona

Personal Kanban for a Well Oiled Machine

It is no small secret that you can’t do everything yourself. A machine’s gears only work well with all the parts of the machine when they are well oiled. I like to think that my family works in this way. Why? Because we use Personal Kanban to keep our well-oiled machine running.Here are a few ways my family has used Personal Kanban.When I am entertaining, making a special recipe or meal, getting ready for an event, or going on a trip, I will make a kitchen counter kanban.

Kitchen Counter Kanban

When cooking or baking, as I add an ingredient to my dish I will move the post-it into the appropriate column. Often when I am baking, I easily lose track of what I have added to the recipe, this helps me not to lose track.  I have also added tasks corresponding with the meal, such as setting the table, chilling the wine, etc.  When we are getting ready to travel I will put everything right on the counter that I need to do both for myself and my family in regards to packing, confirming reservations and acquiring tickets.

When using a Kanban that involves my whole family when setting it up I take this approach -  I ask each member of my family what color post-it's they want their tasks to be on. This is because I wanted each of them to be able to take one glance at the board and know exactly what each of us is doing at any given time, and I wanted them to be a color that makes them happy.  In the past I have liked to use the refrigerator, but the post-its sometimes wouldn’t stick to the door, so I decided on the cabinet that is most used, the dish cabinet. (No one can eat without going into this cabinet!)

Family Kanban on the kitchen cabinet

My husband chose the blue, my daughter the purple and I was the pink color.  I added the color post-it each of us chose with our names at the top above the waiting lanes.  This worked out great because I didn’t need to add names to the individual tasks, just what each task was, and we all knew immediately whose task it was. I even decided to add the day the task was going on, that way when I filled the waiting lane I could put every task up in chronological order, it made it easier to wade through.

Work flow on the family kanban

By Tuesday we were already in a good flow. What I love most about doing a family kanban is the fact that it involves everyone. While I was away my daughter and husband moved their tasks and kept each other in check. It’s like I have a safety net in place, it ensures that we are working together as a family (even if one of us is traveling). I’m not worried that my daughter won’t get to her activities on time. I know it’s getting accomplished.

Each time we use a new kanban in our home we learn and evolve as a family.  It adds to our family happiness factor.  In the past my daughter has even left her appreciation for our family Kanban right in the middle of the board.

Happiness on the family Kanban

I sleep better at night when I’m traveling knowing my family members have the visual reminders of important tasks that can’t get overlooked. This is also something that even though we are busy, going in all different directions, we work on together as a family all week long. Each kanban board is a direct reflection of our family, where we are all at together in our lives, and it brings us closer together.This post originally appeared on the Nothing is Out of Reach Blog.

Completing Projects and Building Confidence with Kidzban

When I first started using Personal Kanban the one thing that excited me immediately was how much I wanted to use it with my daughter and at home with my family.And so my journey began.  At the time my daughter was 11 and continuing her religious education preparing to become confirmed.  There was so much she needed to get done before being able to complete the process and become confirmed that anytime we even mentioned the subject she became clearly overwhelmed.  That's when I decided to introduce her to Personal Kanban.  We set up a Confirmation kidzban.

kidzban to complete religious education projects

She was so excited to be able to visualize all her work that immediately she felt a sense of relief.  Once we got the tasks all up on the board she realized most of the tasks were actually waiting for actions from others.  "Oh that's not so much work." she said.  While it appears to be a lot of WIP, some of those tasks were actually waiting on action from a parent.  Her first use of a Kanban was a complete success. She has completed her religious education and did receive her confirmation.

When my daughter was a little older she was a competitive swimmer.  When you swim for a long time you hit many peaks and valleys.  One season my daughter was feeling incredibly defeated in the water.  Although practicing very hard day in and day out she was not seeing the results she wanted in the water.  She was losing confidence FAST!  So I thought about it and at the time I was experimenting with using Kanban for many projects so I thought why not? Let's see if a kanban can gain her some confidence back in the pool.   We sat down and talked about the times she wanted to achieve in the water, what her times were at that point, and what times she needed in order to qualify for the Junior Olympics.  We wrote her goal times on post-it's, and set up the Confidence kidzban.

Using Personal Kanban to build confidence

The Personal Kanban consisted of 3 major swim lanes, a BACKLOG of times, those being the times she was going into the meet with, her seed times.  The WIP lane was the goal times she set for each event.  The COMPLETED lane was called Goal Times Completed. When she had achieved the goals she set in the WIP lane they would be moved over. Having the times visualized on a board before we left for the meet was huge for her.  When she posted the times up on the board she began to see the differences and began to believe yes this is totally something I can achieve.   Not only because she hit some of her goals, but also because when we looked at the board after moving the first two events of the meet over to the completed swim lane, it felt tangible to her.  She could actually look at the board and see her goals being met.

moving goals over on the confidence kanban

After the second day of swimming we still had success, and even though she only completed one goal on her Personal Kanban board she was extremely proud of her work in the pool on this afternoon. The board has caused her to realize that confidence isn’t only about achieving those goals, it’s about seeing her work in progress. Along the way her confidence will get stronger and stronger with each goal that is met.  The main goal of this Personal Kanban was not just about achieving all new times, a very difficult task for any level competitive swimmer. It was also about giving a 12-year-old athlete her confidence back. According to her, even though all goals were not met and moved into the completed lane YET, they will be. Can you apply Personal Kanban to help confidence?  Ask my 12 year old and she will tell you, yes you can.

This is an updated post that originally appeared on the Nothing is Out of Reach blog.

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