{"id":12500,"date":"2014-07-03T09:44:44","date_gmt":"2014-07-03T14:44:44","guid":{"rendered":"https:\/\/blog.planview.com\/?p=12500"},"modified":"2020-02-25T09:51:19","modified_gmt":"2020-02-25T15:51:19","slug":"8-techniques-to-visualize-policies-in-leankit","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/8-techniques-to-visualize-policies-in-leankit\/","title":{"rendered":"8 Techniques to Visualize Policies in Planview AgilePlace"},"content":{"rendered":"

\"\"<\/p>\n

One of the core practices of the Kanban Method is to\u00a0make process policies explicit.<\/b>\u00a0This helps team members and stakeholders understand what\u2019s expected, thereby reducing confusion and enabling greater process consistency. Until the mechanism of a process is made explicit, it can be difficult to engage in meaningful discussion about how to improve it.<\/p>\n

Without a\u00a0common understanding<\/b>\u00a0of how the work should be done<\/strong>, discussions about problems tend to be emotional, anecdotal, and subjective. Making your policies explicit facilitates a more rational, empirical, and objective discussion of issues and how to increase the team\u2019s effectiveness.<\/p>\n

How to Make Process Policies Explicit in Planview AgilePlace<\/strong><\/h3>\n

Planview AgilePlace provides a number of ways to help you capture, preserve, and share your team\u2019s policy decisions, right within\u00a0your kanban board:<\/p>\n

    \n
  1. Provide a board description<\/b>\u00a0to communicate the purpose of your work.<\/li>\n
  2. Design your board layout<\/b>\u00a0to reflect decision-making and workflow policies.<\/li>\n
  3. Define explicit lane policies<\/b>\u00a0to establish when work is ready to be moved.<\/li>\n
  4. Create legend cards<\/b>\u00a0to communicate additional information and instructions.<\/li>\n
  5. Set WIP limits<\/b>\u00a0to constrain the amount of work flowing through the system.<\/li>\n
  6. Establish class of service policies\u00a0<\/b>according to business risk and impact.<\/li>\n
  7. Create board templates<\/b>\u00a0for consistent, repeatable processes.<\/li>\n
  8. Use pre-defined taskcards<\/b>\u00a0to ensure consistent implementation.<\/li>\n<\/ol>\n

    Using these techniques, Planview AgilePlace empowers team members to determine the most effective way to keep work flowing through the system.<\/p>\n

    1. Board Description<\/b><\/h3>\n

    Clearly communicate the purpose of your work to other members in your organization by including a board description (available in the board\u00a0Settings<\/strong>\u00a0menu). This provides contextual information that helps others understand how the board is used. Learn\u00a0how to\u00a0update your board settings<\/a>\u00a0in Planview AgilePlace.<\/p>\n

    \"\"<\/p>\n

    2. Board Layout<\/b><\/h3>\n

    The way you\u00a0design your board<\/a>\u00a0helps team members and stakeholders visualize how planning decisions are made and how work gets done. Modify the layout of your backlog to reflect your decision-making process for planning\u00a0<\/b>upcoming work. For example, you might have designated lanes to represent where work requests come from. Or, you might want to visualize a decision-making framework such as PDCA (Plan-Do-Check-Act) or SWOT (Strengths-Weaknesses-Opportunities-Threats) analysis.<\/p>\n

    As work is pulled onto the board, it\u2019s important that the steps accurately reflect your team\u2019s process. Planview AgilePlace\u2019s flexible board editor lets you visually model any process, no matter how complex. Use vertical lanes to visualize each stage in your flow and horizontal swimlanes to represent parallel processes on the same board.<\/p>\n

    \"\"
    Map your process to specify how work gets done<\/figcaption><\/figure>\n

    3. Lane Policies<\/b><\/h3>\n

    Process policies are used to explain when a work item is ready to be moved into the next lane or sub-lane on the board. They help the team answer important questions, such as how the work queue is replenished and when a card can be moved into the next lane.<\/p>\n

    \"\"
    Make your lane policies explicit<\/figcaption><\/figure>\n

    To manage\u00a0lane policies in Planview AgilePlace, go to the Board Layout Editor and click the Settings\u00a0icon on the header of the lane you want to add.<\/p>\n

    4. Legend Cards<\/b><\/h3>\n

    Adding legend cards to your board is another way to explicitly communicate information or instructions to your team. In this example, the IT services team uses a card to explain how new requests should be submitted.<\/p>\n

    \"\"
    Communicate important team information<\/figcaption><\/figure>\n

    5. \u00a0WIP Limits<\/b><\/h3>\n

    Setting work-in-process (WIP) limits in Planview AgilePlace enables your team to set policies on how much work can be applied to specific stages in your process (i.e., to lanes) or to individuals (i.e., to users). Visual indicators show when limits have been met or exceeded to help teams identify bottlenecks and constrain the amount of work flowing through the system. Learn how to\u00a0set WIP limits<\/a>\u00a0in Planview AgilePlace.<\/p>\n

    \"\"
    Set WIP limits.<\/figcaption><\/figure>\n

    6. Class of Service<\/b><\/h3>\n

    Class of service (CoS) is used in kanban systems to define a set of service levels based on the impact to the business. Common examples include expedite, date-dependent, regulatory, and standard.<\/p>\n

    Policies around priority and speed of flow are established for each CoS\u00a0to help organizations manage the risk associated with the cost of delay. Planview AgilePlace makes the CoS\u00a0associated with each work item clearly visible using colors or icons on the face of each kanban card. It also allows you to make the policy associated with each CoS\u00a0category visible. To learn how to manage CoS\u00a0policies in Planview AgilePlace,\u00a0click here<\/a>.<\/p>\n

    \"\"
    Communicate your class of service policies<\/figcaption><\/figure>\n

    7. Board Templates<\/b><\/h3>\n
    <\/div>\n
    \n

    Using board templates for pre-defined business processes ensures greater consistency in the way work is executed across multiple teams in your organization. Planview AgilePlace provides an extensive library of templates for implementing a broad range of business and IT processes, including the Scaled Agile Framework (SAFe). Easily modify these templates or save your existing board design as a custom template.\u00a0Click here<\/a>\u00a0to learn more.<\/p>\n

    \"\"
    Use board templates for process consistency<\/figcaption><\/figure>\n

    8. Pre-defined Taskcards<\/b><\/h3>\n

    For repeatable work items, Planview AgilePlace lets you create pre-defined taskcards to ensure that the\u00a0work is executed correctly each time. Identify the tasks that need to be completed and add them to the taskboard within the parent card. Duplicate as needed. Learn\u00a0how to set up and use taskboards<\/a>.<\/p>\n

    \"\"
    Create pre-defined task cards<\/figcaption><\/figure>\n

    Enabling Continuous Improvement with Policies<\/b><\/h3>\n

    Establishing team-driven policies is a key enabler of evolutionary, collaborative change. As the team evolves and grows, policies can \u2014 and should be \u2014 continuously revised and improved to reflect the current situation. Planview AgilePlace makes it easy to communicate these policy decisions to team members and stakeholders right within your Kanban board.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    One of the core practices of the Kanban Method is to\u00a0make process policies explicit.\u00a0This helps team members and stakeholders understand what\u2019s expected, thereby reducing confusion and enabling greater process consistency. Until the mechanism of a process is made explicit, it can be difficult to engage in meaningful discussion about how to improve it. Without a\u00a0common…<\/p>\n","protected":false},"author":47,"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-12500","post","type-post","status-publish","format-standard","hentry","category-work-collaboration","tag-leankit"],"acf":[],"yoast_head":"\n8 Techniques to Visualize Policies in LeanKit - Blog | Planview<\/title>\n<meta name=\"description\" content=\"Making your policies explicit facilitates a more rational, empirical, and objective discussion of issues and how to increase the team\u2019s effectiveness.\" \/>\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\/8-techniques-to-visualize-policies-in-leankit\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"8 Techniques to Visualize Policies in Planview AgilePlace\" \/>\n<meta property=\"og:description\" content=\"Making your policies explicit facilitates a more rational, empirical, and objective discussion of issues and how to increase the team\u2019s effectiveness.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/8-techniques-to-visualize-policies-in-leankit\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\" \/>\n<meta property=\"article:published_time\" content=\"2014-07-03T14:44:44+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-02-25T15:51:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/nl_0714.jpg\" \/>\n<meta name=\"author\" content=\"Planview Blog\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Planview\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Planview Blog\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.planview.com\/8-techniques-to-visualize-policies-in-leankit\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/8-techniques-to-visualize-policies-in-leankit\/\"},\"author\":{\"name\":\"Planview Blog\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/fd58aa7028c738371555a4f6fe4032f4\"},\"headline\":\"8 Techniques to Visualize Policies in Planview AgilePlace\",\"datePublished\":\"2014-07-03T14:44:44+00:00\",\"dateModified\":\"2020-02-25T15:51:19+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/8-techniques-to-visualize-policies-in-leankit\/\"},\"wordCount\":975,\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/8-techniques-to-visualize-policies-in-leankit\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/02\/nl_0714.jpg\",\"keywords\":[\"LeanKit\"],\"articleSection\":[\"Work Management for Teams\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.planview.com\/8-techniques-to-visualize-policies-in-leankit\/\",\"url\":\"https:\/\/blog.planview.com\/8-techniques-to-visualize-policies-in-leankit\/\",\"name\":\"8 Techniques to Visualize Policies in LeanKit - 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