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Unlock Your Potential with a Personal Kanban Board

Note: This article originally appeared on Modus Institute’s blog.

Reaching a sustainable work-life balance is tricky. We’ve all struggled with productivity at some point. Everybody deals with the expectations of colleagues, family, friends, demands, obligations, and much more. 

Often, we find ourselves overwhelmed by professional and personal obligations because we don’t know how to properly juggle them. One main reason is the struggle to visualize tasks and wrap our heads around just what needs to get done.

Alongside visualization, prioritization is another difficult activity for the brain. Without a functioning system to efficiently decide what to do first, we don’t know where to start or how to push through to completion.

A personal Kanban board addresses both challenges, allowing you to instantly see what's happening and make it less intimidating. This is a great approach to effectively managing personal work and enhancing productivity. Let’s dive in to learn how you can use it.

Personal Kanban

Kanban is one of the most popular Lean/Agile methods for efficient project management. What makes it so desirable are the two simple yet powerful rules - visualization and limiting work in progress (WIP). We’ll get into more detail about them later on. For now, let’s just say that the same management approach can be used on a personal level as well. 

In 2011, Jim Benson and Tonianne DeMaria Barry published the book Personal Kanban: Mapping Work, Navigating Life. They introduce a new productivity concept that actually works. Personal Kanban is a system for managing individual or team tasks. It takes the same Lean principles that led the Japanese auto industry to become a global leader and applies them to individual and team work.

Personal Kanban is about choosing the right work at the right time, recognizing why we do the things we do, understanding the impact of our actions, and creating value - not just products for ourselves, our families, our friends, our co-workers.

Why It’s Effective

Visualizing work allows us to transform workloads that feel vague and threatening into an actionable, context-sensitive flow. Limiting work-in-progress helps us complete what we start and understand the value of our choices. By setting a limit on cards in progress, we’re able to avoid context-switching, focus and get things done one after another. Combined, these two simple acts encourage us to improve the way we work and the way we make choices to balance our personal, professional, and social lives. 

Why should you use Personal Kanban? 

Personal Kanban provides a light, actionable, and achievable method for understanding our work and its context. With visualization, everything makes sense and it’s easier to get organized. You’re able to focus on the right things. This saves you valuable time that you can spend doing other things which improve your life and mental health, like relaxing with loved ones.

How You Can Use Personal Kanban?

You can truly do almost anything with a Kanban board. You can use it to organize your to-do list better, collect new ideas, or manage multiple areas of your life. In addition, it functions great as a tool for planning your family life, vacation, or event. Essentially, it works for breaking down and planning any activity.

How Do I Create a Personal Kanban Board? 

Before creating your first board let’s go over the two main elements of it. We have cards that represent each task and columns that track the progress as you go. Be mindful that if one card represents a task that will take you a week and another a task that will take 20 minutes, your flow will be uneven. You want to see progress, so think about breaking down complex items into smaller, more actionable pieces.

You can use a physical or digital board depending on your preferences and needs. For most people though, digital is the best choice. There are plenty of free and paid Kanban project management software and apps you can use.

The great thing about Personal Kanban is how simple it is to set up and work with. The easiest way to start with your board is by adding the infamous three columns:

  • To-Do

  • In Progress

  • Done

The first step of populating your personal Kanban board is adding cards to the “To-Do” column. Everything you plan to get done should be there. Use a card for each action item. For even better clarity, you can use colored labels for “High”, “Medium” or “Low” priorities on every card. 

Next, you decide what you want to work on now by pulling a card from the “To-Do” column and moving it to “In Progress”. Ideally, you would take on one task at a time. However, this is far from realistic. So, what you can do is be honest with yourself about how much you can take on at a time. Then, plan your capacity by setting a limit of a maximum 2-3 cards allowed in progress. This allows you to focus on completion and not be overwhelmed by having too much going on.

Once a task is finished, move the card to “Done”. Now you’ve opened up the capacity to pull another one and start working on it.

There you have it! Your first personal Kanban board is ready to support your journey to better prioritization, organization, and balancing work and life.

Support Personal Kanban with Better Time Management

Kanban or no Kanban, we need to learn some time management skills so we’ll be able to function happily and efficiently. In general, we all want the same things - to find a good flow, finish our work, do a good job, and be rewarded for it. In order to do that, we need to have control of our time. This is where it gets tricky. There are a lot of different ways our time management can work. 

The Six P's of Time Management

Plan

The best way to approach short term planning is by asking the following two questions:

  • What do you expect from yourself?

  • What do you want to promise others?

This is especially important when you’re planning your tasks for the day. The goal is to plan your time and what you can tackle. The idea is to avoid getting in situations where you let down yourself or others. So, it’s important to commit with cards you know you can finish

Also, we don’t live in a bubble. Interruptions will happen and we have to make space for them as well. Don’t plan to be at full capacity at all times. Leave room for unexpected calls, emails, or blockages. 

Produce 

The ultimate goal is to complete work, right? In order to do that you need to answer these questions:

  • What is the best use of your time?

  • What can you actually finish?

The goal here isn’t to start a bunch of things only to not finish them. We don’t want to pull worк that will just sit there and not get done. We need to understand our impediments. It’s not just urgency that drives us to pull cards in progress, it’s what we can realistically finish

Prospect 

When we get a task that we don’t really understand, we need to consider our options. What can you do to understand the context before acting? Start with these questions:

  • Is this the right work?

  • What options do we truly have?

The goal is to create new options not following a backlog blindly. You should understand the actual context of your work, not just do what somebody else told you to do. Ask yourself: are the things you do right now really important and do they solve a problem? If not, create new options. You can't manage your time well if you’re doing the wrong work.

Plow

There are days that turn into disasters. This one is exactly for intense situations. No matter how well we tend our Personal Kanban, sometimes a crisis arises or we work ourselves into a looming deadline and now we have to deliver. Ask yourself the following:

  • What can I get done before this crisis ends?

  • What corners can I safely cut?

Essentially, people can’t do quality work under pressure. That is why you need to focus on what you can actually get done that has value. After all, the goal isn’t to be perfect, it’s to survive the crisis. You also want to be able to delegate some tasks. Focus on what’s difficult and your expertise is vital. Simple tasks can be handled by someone else from the team. 

Ponder

This allows you to think and solve. Let’s imagine you have a task to do. You can remember how you’ve done it before, or find a new approach. Often, we learn something and we forget what our ways were before. So, it’s best to answer these two questions:

  • What is the best way to do this task?

  • What is the best way to remember what I did?

Take notes on each card on the board even if it seems obvious. Then, take time to thoughtfully solve things, not just rush to get it done. The goal isn’t to finish task after task like robots, the goal is to learn. 

Pigeonhole 

If we come to work and tackle a bunch of unrelated tasks from different projects, we will be exhausted by noon because we’re context switching so much. That’s why these questions are critical:

  • How can I avoid burning out early?

  • How should I sequence my tasks?

Your brain processes information in chunks for around 20 minutes. So the Pomodoro technique is great to help you concentrate, ignore interruptions, and just finish what you need to. In addition, group similar tasks on the personal Kanban board and do them one after another. This way your focus and memory aren’t all over the place. The goal here is for your brain to survive the day, not just do important things. 

How to Reach Your Potential with Personal Kanban

Despite our best efforts, life is hectic sometimes. People, obligations, deadlines, and even recreational activities all fight for our attention. The stress of juggling several objectives doesn’t sit well with the human brain. Personal Kanban can help with this. Let's see how you can unlock your hidden potential.

Visualize 

As we already know, the most important part of Personal Kanban is visualization. First, you want to choose a tool or app to create your board. Get everything out on the cards, even the little tasks. Make sure all the information you need is visible and clear. You can step it up by adding further details, labels, images, checklists, etc. to each card. By doing this you can prioritize more efficiently.

Make Priorities

Prioritization is confusing to many of us. There are so many things that seem important and getting all of them done feels chaotic and even impossible. A good starting point is to ask yourself “Which tasks will cause me the most trouble if I don’t complete them?” When you identify a few of these items, tackle them first. 

Start Pulling Cards into Your “Doing” Column

Now that you’ve put the focus on the important tasks, it’s time to actually do some work. Pulling cards is exciting but don’t have too much fun with it. It’s recommended to establish healthy boundaries on how much you can take. 

One of the reasons we’re unable to unlock our potential is having too much on our plate. We rarely manage to finish tasks. After a while they get tedious and we decide to switch to something else. This is a vicious never-ending cycle.

Another great perk of using a method like Personal Kanban is the WIP limits. This means, setting a limit of cards you can have “In progress”. Usually, a healthy number is between one and three. Using this method you can concentrate on one task at a time before moving on to the next one. Your productivity increases and you’re actually saving valuable time because you know exactly what to do. 

The stress of having to juggle multiple tasks at once is removed and you can rock and roll. 

Reflect on What’s Done 

Every once in a while, it’s essential to evaluate your progress in order to continuously improve. You can review what went well and what didn’t. Then, you’ll be able to make new adjustments. Don’t forget to be flexible. Personal Kanban is about adapting the system to your needs and making it work for you.

One For The Road

When you see your work, you’re able to understand so much more about it. All we need is to visualize, learn and improve. This will make us better individuals and better parts of a team, whether that team is your colleagues or family. We work best together. We just need to learn how to do that. 

In our Platinum Subscription, we focus on Personal Kanban and go over how to get the most out of it. We teach you multiple ways to visualize, manage WIP limits, continuously improve, and even the psychology behind planning, work, and prioritization. Join us!

PK Power Up 3: Collaboration and Teamwork

Personal Kanban tracks the work of people and the relationships required to get good, quality, professional work done. We work with people to get work done. We should be learning as we go forward, but we tend to give in to the pressures of productivity without every improving how we work. We get stuck in "task mode" as most of our tasks become re-work or work that will not satisfy the customer.

It can be different.

This video provides visualization for the individual level, the collaboration level, and the project level.

PK Power Up 2: Learning from Completion

Your done column isn't powerful unless it is actually used. Right now, "Done" for most people is an end-state. No learning, no reflection, no improvement.

Done DOES NOT MEAN YOU ARE FINISHED!

You need to learn from things that went well, things that went okay(ish), and things that were horrible.

There are different mechanisms to utilize for your DONE “column”. There are many ways to trigger learning, this video provides four of them.

As always, check out Modus Institute for the deep dives on visualizing and triggering learning.

Personal Kanban and Working from Home

Modus Institute videos about dealing with Covid are free.

A Personal Response to Covid-19 from Jim

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Hey everyone, this blog post is going to be more like a personal letter. We don’t need to be lectured to right now, but conversation is crucial.

I’ve written a few posts about Covid and the global shutdown on What’s Your Modus?, but right now I thought I’d send this letter and make a quick video.

Let me start with this.

It’s okay to be on edge.

You don’t get much more uncertainty than where we are at right now.  We are restricted in movement and action for an indefinite period of time.  Lack of certainty is threatening.

You, your family members, your co-workers are all going through this in their own way.

Give them, and yourself, a little latitude for moodiness, lack of motivation, and confusion about what the right actions are right now.

In this post, I just want to talk about two things: certainty and triggers.  They are some basic building blocks in successful work and right now they are in short supply.

Certainty

One thing that gives us certainty is … structure.  Even if the structure we have changes, understanding the rules of “right now” are important. 

I grew up in Nebraska and experienced more than a few tornadoes.  Sometimes they were cavalier nuisances, but other times they were devastating.

During a tornado warning, there is fear and uncertainty. You don’t know what the storm will do, exactly.  You don’t know where the tornado is, if it has touched down, what is in its path. You just know your expected actions.  Crack windows to normalize pressure, get to lowest point in the house, get you’re your most reinforced room, get away from windows, and wait while listening to the radio.

Not the most fun structure, but certainly a lot better than running around screaming “What do I do? What do I do?”

You and your team need to sit down, talk about what work still needs to be done, what you do and don’t know about work, what you can and cannot learn quickly, and how you can all keep each other involved and informed as you each work and learn more. 

You need to build your working structure, even though there is more uncertainty now than ever before.

Triggers

At Modus right now, we are all uncertain about what’s going to happen next. We are used to traveling and having travel equal income and stability. It was kind of a strange reassurance. If I’m in an airport things must be okay. That’s a trigger. A reassurance that things are proceeding.

When I’m on site with a client, there are always things to observe and conversations to have. When I see people overloaded without understanding the work of their peers, we generally talk about that and find ways to visualize that overload that results from lack of understanding and devise fixes. The overload, that kind of observation, is a trigger for action.

We all have those triggers and many others.  When we are remote, those triggers are likely to be absent.  We need to find some new ones. Triggers are the mechanisms we use to know when the status quo is working and when we need to react to change.

Without these triggers, we don’t know what to do next and become demoralized.

The trigger of a reassuring trip to the office or the classroom or the jobsite has been replaced with sitting in a room usually reserved for relaxation. The space isn’t designed for work, isn’t ergonomic, and is filled with non-work people.  There’s a lot of cognitive dissonance that goes along with that.

Your Next Acts

Please, now more than ever, take care of each other. Focus on the people and their ability to work…the work will proceed apace, but only if your professionals are cared for and respected.

  1. Get your team together in a video call.

  2. Make sure the tech works (Do it once in a dedicated meeting).

  3. Using something like Miro or Stormboard, brainstorm on what your team needs to establish their “right environment”. What does everyone need, right now, to work comfortably?

  4. Focus on how people are feeling, the work hasn’t changed much, but the people have.  This is people time.

  5. Visualize the work, of course.

  6. Limit the WIP more than usual.  One thing per person or one thing collaboratively for every two people… do very little at first and just finish a few things so you can build and quickly refine a system.

  7. Have huddles every day.

  8. Talk as much as possible.

  9. Don’t let anyone flap.

There are other recommendations on What’s Your Modus and certainly more in the classes on Modus Institute (70% off for this Covid situation).

Stay healthy, stay safe, take care of each other,

Jim 

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