{"id":12073,"date":"2014-07-16T08:24:03","date_gmt":"2014-07-16T13:24:03","guid":{"rendered":"https:\/\/blog.planview.com\/?p=12073"},"modified":"2020-02-20T08:30:05","modified_gmt":"2020-02-20T14:30:05","slug":"kanban-redefining-the-importance-of-process-policies","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/kanban-redefining-the-importance-of-process-policies\/","title":{"rendered":"Kanban: Redefining the Importance of Process Policies"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-12074\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Process-policies.jpg\" alt=\"\" width=\"859\" height=\"483\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Process-policies.jpg 800w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Process-policies-300x169.jpg 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Process-policies-768x432.jpg 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/Process-policies-750x422.jpg 750w\" sizes=\"auto, (max-width: 859px) 100vw, 859px\" \/><\/p>\n<p>Setting explicit process policies is the special sauce for the successful implementation of\u00a0<a title=\"\" href=\"https:\/\/www.planview.com\/resources\/articles\/what-is-kanban\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">Kanban<\/a>. Yet in many ways it\u2019s also the least understood step of The Kanban Method.<\/p>\n<p>For many people, the term \u201cpolicies\u201d conjures up images of employee manuals and handbooks. And let\u2019s be honest, while these types of organizational documents are necessary, they\u2019re not exactly a workplace bible that helps us get our work done more effectively.<\/p>\n<p><strong>So why are process policies so important in Kanban?<\/strong>\u00a0As a continuous flow methodology, Kanban doesn\u2019t prescribe what needs to be done at different stages of the process; it lets the team decide the most effective way to keep work flowing. And we\u2019re not just referring to procedural policies here; we\u2019re also including the way people interact with their work and with each other.<\/p>\n<p>The team makes these decisions together and publishes them as process policies. Making these policies explicit helps everyone understand what\u2019s expected, reducing confusion and leading to greater process consistency. As the team evolves and grows, process policies can be revised and improved to reflect the current situation.<\/p>\n<p>In this blog post, we\u2019ll discuss the benefits of process policies and why it\u2019s so important to make them not only explicit, but also visible.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/kanban-redefining-the-importance-of-process-policies\/#Why_we_Need_Explicit_Process_Policies\" >Why we Need Explicit Process Policies<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/kanban-redefining-the-importance-of-process-policies\/#The_Importance_of_Making_Process_Policies_Explicit_and_Visible\" >The Importance of Making Process Policies Explicit\u00a0and\u00a0Visible<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/kanban-redefining-the-importance-of-process-policies\/#How_to_Make_Your_Process_Policies_Visible\" >How to Make Your Process Policies Visible<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Why_we_Need_Explicit_Process_Policies\"><\/span>Why we Need Explicit Process Policies<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3>The rules of the road<\/h3>\n<p>To understand the benefits of establishing process policies in the workplace \u2014 and why they need to be both explicit and visible \u2014 let\u2019s start with an example we can all relate to: road traffic systems.<\/p>\n<p>Every country defines a set of general practices and procedures that apply to all road users. These \u201crules of the road\u201d describe the principles and general ways in which vehicular traffic behaves, as well as govern interactions between vehicles and with pedestrians. Examples include pedestrian rights, speed limits, priority or right of way, intersections, and so forth. These policies are explicitly captured and described in the highway code. Every driver is required to take a test and get a license to show that they know and understand the policies.<\/p>\n<p>When everyone follows the rules of the road, the traffic flows smoothly and we all can reach our destination unharmed.<\/p>\n<p>Now consider the consequences of not having any road traffic policies \u2014 or even just one motorist misunderstanding, being unaware of, or deliberately ignoring the rules: disruption, chaos, and all too often, injury.<\/p>\n<h3>In manufacturing<\/h3>\n<p>Let\u2019s apply this analogy to the workplace. Manufacturing teams rely heavily on clearly defined process policies for a number of reasons. Safety is one of them. Shop floors need exact operating instructions in noticeable places to ensure workers don\u2019t get hurt while operating heavy machinery.<\/p>\n<p>Detailed instructions are essential to ensure that workers assemble products in the correct order. In an auto plant, for example, explicit policies direct steering wheels to go on steering columns and wheels to go on axles, not to mention the many processes that include intricate parts and pieces. Parts may revert to production while the auto body waits. This stops the line, slows productivity, and delays the time to market, costing the company time and resources.<\/p>\n<p>In this example, it\u2019s easy to see how an ambiguous process policy \u2014 or a defined process policy that isn\u2019t visible \u2014 could impact the auto plant\u2019s overall effectiveness in delivering value.<\/p>\n<h3>In knowledge work<\/h3>\n<p>In knowledge work, the idea of process policies is often overlooked, since the work isn\u2019t as tangible as manufacturing and the procedures aren\u2019t typically governed by an external force (as in traffic rules). Yet similar effects can occur. A team without explicit process policies risks losing cohesiveness, momentum, and time. The pace of work slows. Completed work reverts to re-work. And time keeps ticking away while resources are wasted.<\/p>\n<p>Consider this example. The software development team at Planview AgilePlace practices continuous delivery. Previously, as developers completed work on a feature or bug fix they\u2019d pass it off to QA for testing and then start work on a new item. If an issue was found in testing the work item went back into the build queue for resolution. Sometimes the work would be passed back and forth a number of times before it was finally production ready.<\/p>\n<p>After looking at the metrics, the team realized that this back-and-forth handoff between development and QA was slowing down the process. The team decided that a policy was needed to improve overall efficiency. A policy was established whereby the Director of QA is now required to \u201crelease\u201d a developer from his or her current project before new work can be pulled. The result is a much faster resolution of issues. There\u2019s no wait time, so work is delivered more quickly \u2014 even if it introduces some slack time for the developers.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Importance_of_Making_Process_Policies_Explicit_and_Visible\"><\/span>The Importance of Making Process Policies Explicit\u00a0<em>and<\/em>\u00a0Visible<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>While process policies can\u2019t control human behavior, they can help guide our choices and actions. Making the \u201crules of the road\u201d visible serves as a constant reminder of these decisions and expectations.<\/p>\n<p>Process policies in the workplace serve a similar purpose to the road signs that control our traffic systems: If a speed limit is meant to be followed \u2014 but there\u2019s no sign to remind us \u2014 the probability of violating the policy increases significantly.<\/p>\n<p>Similarly, if you\u2019re not supposed to start new work until you\u2019ve finished your current task \u2014 but there\u2019s no visual reminder of this policy \u2014 it\u2019s all too easy to succumb to the temptation of having too much work in process.<\/p>\n<p>In Kanban, process policies aren\u2019t supposed to be static, meaningless documents that gather dust somewhere and have no impact on the way people really work. They\u2019re a living, breathing representation of the team\u2019s decisions on how to work together more effectively.<\/p>\n<p>In short,<strong>\u00a0defining your process policies and making them visible are symbiotic components of effective teams.<\/strong>\u00a0This two-pronged approach can keep your team on track when questions arise.<\/p>\n<h3>Scenarios for Process Policies<\/h3>\n<p>To help you figure out where process policies may be beneficial for your team, consider these scenarios from a software development team:<\/p>\n<ul>\n<li>You\u2019ve finished coding a new feature. What do you need to do to make it ready for QA and minimize the possibility of rework?<\/li>\n<li>You run into an impediment. Who needs to know? How are you going to seek resolution? While you\u2019re waiting, do you start new work or not?<\/li>\n<li>Someone in sales comes rushing over with a \u201ccritical\u201d new feature request from a customer. What\u2019s your policy for prioritizing new work?<\/li>\n<li>Unplanned work is filling up your backlog. Who gets to add new work to your board? How do you protect your team\u2019s process from outside stakeholders? How do you make sure that bug fixes, etc., are prioritized within their SLA requirements?<\/li>\n<li>You\u2019re working on a feature, and have an awesome idea to make it even better. How do you avoid scope creep and keep to the definition of done?<\/li>\n<\/ul>\n<p>Making process policies out of the answers to these and other questions requires a common effort from the whole team. One person can\u2019t know everything about how everyone works, and if you want the whole team to buy into the policy, it needs to be agreed upon during open discussion. It also helps a team be more self-managed, minimizing the need to continuously check in with management for what to do next or how to handle a situation.<\/p>\n<p>With explicit and visible process policies, people who are new to the team or not on the team can quickly get up to speed with your processes. Your stakeholders can easily discern not only the objectives, but also how to achieve those objectives. For management, explicit and visible process policies offer transparency and an extra layer of communication.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Make_Your_Process_Policies_Visible\"><\/span>How to Make Your Process Policies Visible<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>As the team defines new process policies, finding a way to capture, share and preserve them is extremely important. They need to become an inherent part of the way work is visualized and managed. That\u2019s where Planview AgilePlace comes in, enabling you to communicate your policy decisions right within your kanban board. Here are\u00a0<a title=\"8 Techniques to Visualize Policies in Planview AgilePlace\" href=\"\/8-techniques-to-visualize-policies-in-leankit\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">eight techniques to make your process policies visible in Planview AgilePlace<\/a>.<\/p>\n<p>Process policies make it easier for your team to know the rules of the road and improve effectiveness. And remember \u2014 these decisions are not a one-time effort. They need to be constantly revisited and evolved as the team\u2019s situation changes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Setting explicit process policies is the special sauce for the successful implementation of\u00a0Kanban. Yet in many ways it\u2019s also the least understood step of The Kanban Method. For many people, the term \u201cpolicies\u201d conjures up images of employee manuals and handbooks. And let\u2019s be honest, while these types of organizational documents are necessary, they\u2019re not&#8230;<\/p>\n","protected":false},"author":134,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[38],"tags":[511],"class_list":["post-12073","post","type-post","status-publish","format-standard","hentry","category-work-collaboration","tag-leankit"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Kanban: Redefining the Importance of Process Policies - Blog | Planview<\/title>\n<meta name=\"description\" content=\"Setting explicit process policies is the special sauce for the successful implementation of Kanban. Yet in many ways it\u2019s also the least understood step of The Kanban Method.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/kanban-redefining-the-importance-of-process-policies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Kanban: Redefining the Importance of Process Policies\" \/>\n<meta property=\"og:description\" content=\"Setting explicit process policies is the special sauce for the successful implementation of Kanban. 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