Kanban Quick start guide

2022-03-23 08:54:34
ZenTao ALM
Original 622
Summary : Kanban comes from Japanese and translates as "signal board". Kanban is simple and easy to operate. The team can keep track of progress, discover problems and solve problems through Kanban. However, Kanban is not just a simple board that can be seen but a set of systematic, scientific, and theoretical knowledge methods.

The past life of Kanban

Most people new to Kanban will interpret "kanban" as a visible board, a common misconception among those new to Kanban. Before starting Kanban, you need to understand the past and present life of Kanban so that you can use it better.

Kanban comes from Japanese and translates as "signal board." In Toyota, it means "signal card" and is a recording card used to track and control work. Translated in Chinese as "Ban ban", it means "watch this board" and refers to the daily standing meeting. Because all three meanings are central to the kanban approach, Kanban is a fitting, multi-meaning name.

In the 1950s, Toyota was inspired by the operation mode of American supermarkets and began to pilot the post-process extraction method of supermarkets. Later, Toyota invented a more effective production management system -- Lean. In the process, Toyota developed a tool from lean manufacturing - Kanban. In the following years, with this kanban method, Toyota's production efficiency greatly improved and won many awards worldwide. Until 1973, the world oil crisis made the world begin to recognize the kanban method. Now it has gradually been applied by many enterprises in many industries worldwide.

The four basic principles of Kanban

Before starting Kanban, we need to understand the basic principles of Kanban so that we can better implement them.

1. Visualization

Things presented by vision are always the most intuitive and effective. Kanban is like a traffic light. When to start, when to slow down, when to stop can effectively control the number and order to ensure the regular operation of traffic.

2. Limited Work in Process (WIP)

Limit the maximum number of work items (record cards) that can be held in each step.

3. Management process

Processes are the foundation of team collaboration. Kanban processes need to define upstream and downstream processes, specify upstream and downstream completion rules and see the FLOW of THE WIP through the process. Kanban helps the team analyze and adjust the process to improve and reduce the time required to complete each task.

4. Build a feedback mechanism

Establishing feedback helps the team implement various feedback loops - checking stages, metrics, and reports in the Kanban workflow and a series of visual cues to provide ongoing feedback on the progress (or lack thereof) of work in the system.

Kanban Quick start guide

Here are some quick ways to start kanban, using Zentao as an example, and the same can be used directly in physical kanban:

1. Record the routine work of the team

Team members have many different types of work, but first document routine tasks such as finding, evaluating, and fixing defects and operations problems, Tracking feedback, Product and infrastructure improvements, etc. While all of this is important, the Kanban approach focuses on the most essential: product and infrastructure improvements. Start by listing the team's work items in the "analyze," "implement," "validate," and "deliver" processes. Complex procedures are not recommended here, as they lead to more steps to implement or validate work items. Share two guidelines of simplicity for working steps:

  • Only include steps that involve your team. Please do not consider the steps taken before the work item is handed over to the team or after it is handed over to the customer or partner.
  • If the same person does two steps in a row, combine them into one.

2. Arrange physical kanban walls and virtual kanban boards

After documenting the team's routine steps, they are presented on a kanban board, which members use to visualize progress. There should be a "To-do" area on the left side of the display board, with the remaining steps in two columns. Take the research and development kanban function of Zentao as an example.

On the left side is the "Backlog", the seven Kanban columns "Ready", "Development", "test", "accepted", "released" and "closed". The development and test columns are divided into "In Progress" and "Done," divided into two subcolumns. The team only needs to follow the decomposed work items, one by one corresponding to the Zentao Kanban. Kanban can also be modified according to actual needs; The same is true for physical Kanban, which is not covered here.

3. Limit WIP

Reduce confusion on the team by limiting WIP. Note that the limit is the sum of the cards for each step. For example, if the sum of the R&D column is 10, then the sum of "in progress" and "done" must also equal 10. Zen Kanban prompts you in your Settings: 

How do I set WIP? The simplest method is derived from the number of team members. Based on the number of team members, multiply by a reasonable parallelism coefficient (the slowest step, the least number of tasks completed in the team) to get the initial limit. This approach is relatively simple, evidence-based, and more acceptable to the team. When the column count exceeds the limit in the Zentao, the column count is displayed in red, indicating that the team needs to make adjustments. The important role of limiting WIP:

  • Limits the amount of work caused by changing priorities, requirements, or design changes and allows the team to respond quickly with slight loss.
  • Limit the flow of work to match the slowest pace and adjust the other steps to match the slowest pace for maximum efficiency and productivity.

4. Define completion rules

Kanban is pulled management, so a "pull condition" must be satisfied before moving to the next kanban column. Work items can be moved from the "in Progress" column to the "done" column in each step when they meet specific rules (which must be explicit).

For example, if the "development" column goes to the "test" column, you need to complete the code, annotate it, and run it against the current version; Reviewed code statistics and meet team standards; No error generation, etc., to enter the testing phase. The team can define the entire completion rule to match the slowest steps and complete the project better and faster.

5. Hold daily station meetings

It is also consistent with agile management principles to create feedback loops to synchronize tasks between team members through daily station meetings. To focus on the issues that are holding up the work, the project manager asks if anyone needs help (the only question to be asked in the meeting), the project manager sorts out the issues raised, comes up with solutions after the meeting, and adjusts and optimizes the project in real-time. Here are three more tips:

  • Set up an urgent channel as required. Respond to emergency stoppage to ensure the regular operation of the whole kanban.
  • WIP restrictions and completion rules can be adjusted as required. Ensure those workflows are smooth on the display board to complete the project with high quality.
  • Kanban is constantly changing, so it doesn't take much time to make it look good.


Kanban is simple and easy to operate. The team can keep track of progress, discover problems and solve problems through Kanban. However, Kanban is not just a simple board that can be seen but a set of systematic, scientific, and theoretical knowledge methods.

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