{"id":20270,"date":"2022-11-11T11:45:00","date_gmt":"2022-11-11T17:45:00","guid":{"rendered":"https:\/\/blog.planview.com\/?p=20270"},"modified":"2022-11-01T14:46:46","modified_gmt":"2022-11-01T19:46:46","slug":"4-tips-for-succeeding-with-value-stream-management","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/4-tips-for-succeeding-with-value-stream-management\/","title":{"rendered":"4 Tips for Succeeding with Value Stream Management"},"content":{"rendered":"\n<p>Value stream management (VSM) is about helping teams work smarter and faster, but how do you begin? At our recent Planview Accelerate Customer Conference, the Lead Scrum Master at a Fortune 100 financial services organization shared their best practices for starting VSM in an organization.&nbsp;Below is a summary of the presentation, including practical, tactical tips for using flow.&nbsp;<\/p>\n\n\n\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\/4-tips-for-succeeding-with-value-stream-management\/#Tip_1_Start_With_the_Data\" >Tip #1: Start With the Data\u00a0<\/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\/4-tips-for-succeeding-with-value-stream-management\/#Tip_2_Take_a_Step-By-Step_Approach\" >Tip #2: Take a Step-By-Step Approach&nbsp;<\/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\/4-tips-for-succeeding-with-value-stream-management\/#Tip_3_Create_a_Placemat\" >Tip #3: Create a Placemat&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/blog.planview.com\/4-tips-for-succeeding-with-value-stream-management\/#Tip_4_Evaluate_Progress\" >Tip #4: Evaluate Progress&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/blog.planview.com\/4-tips-for-succeeding-with-value-stream-management\/#Realize_the_Benefits_of_VSM\" >Realize the Benefits of VSM&nbsp;<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\" id=\"h-tip-1-start-with-the-data\"><span class=\"ez-toc-section\" id=\"Tip_1_Start_With_the_Data\"><\/span><strong>Tip #1: Start With the Data<\/strong>\u00a0<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Don\u2019t expect instant results with a VSM solution because your data will likely need extensive cleanup. Sync the data immediately so you can start evaluating and sanitizing it. This process will take time, but it is necessary to begin understanding the \u201ctrue flow of your work.\u201d&nbsp;<\/p>\n\n\n\n<p>For example, an Agile Release Train&nbsp;(ART) could have closed a Feature but left stories and bugs open underneath. Or another team might be keeping old Features open unnecessarily. These types of issues clog the backlog and negatively affect your flow.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tip_2_Take_a_Step-By-Step_Approach\"><\/span><strong>Tip #2: Take a Step-By-Step Approach<\/strong>&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Eventually, you\u2019ll be looking at a clean backlog, with relevant, prioritized Features that meet the organization\u2019s strategic goals. Getting from here to there requires several steps.&nbsp;<\/p>\n\n\n\n<p>An optimal VSM rollout includes the following:\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Create two plans <\/strong>&nbsp;<\/h3>\n\n\n\n<p>Create a plan for adoption\/change management and one for maturity. These should remain separate to avoid confusion. It\u2019s crucial that teams understand what you are trying to achieve with VSM and work together effectively.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Plan for baby steps<\/strong> &nbsp;<\/h3>\n\n\n\n<p>It will take time for everyone to adapt. Meet everyone where they are in this process and always be available for questions. &nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Consider the audience <\/strong>&nbsp;<\/h3>\n\n\n\n<p>You\u2019ll have different conversations with business partners than with the scrum master, product owners, RTEs, and others. Using the language each is accustomed to, you&#8217;ll be able to better communicate the usefulness of VSM.\u00a0\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Have a champion at every level<\/strong> &nbsp;<\/h3>\n\n\n\n<p>Your team, squad, train, portfolio, and business partners can help you promote the ideas of real process improvement. Get them to communicate the benefits, such as removing team blockers to get to market faster.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Consider change management<\/strong>&nbsp;<\/h3>\n\n\n\n<p>A VSM rollout involves more than just technology. For example, to succeed you must organize teams, trains, and portfolios around value streams (a platform or a product) and how you are delivering value to the business.&nbsp;<br>It\u2019s critical to solicit and incorporate feedback in this process. Open channels of communication encourage continuous learning and adoption, which is critical for advancing your VSM maturity.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tip_3_Create_a_Placemat\"><\/span><strong>Tip #3: Create a Placemat<\/strong>&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>With <a href=\"https:\/\/mcas-proxyweb.mcas.ms\/certificate-checker?login=false&amp;originalUrl=https%3A%2F%2Fwww.planview.com.mcas.ms%2Fproducts-solutions%2Fproducts%2Fviz%2F%3FMcasTsid%3D15600&amp;McasCSRF=68823f4ad6c5f0eda5befd9be52910045798c6792782a89c0f1f82989caaca53\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"ek-link\">Planview Viz<\/a>, the financial services company used\u00a0the placemat process depicted below to instrument for flow. This diagram takes you through the set-up process, from validating data to stabilizing WIP to improving overall flow.\u00a0<\/p>\n\n\n<div class=\"wp-block-image caption-align-center\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"563\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2022\/11\/image-1024x563.png\" alt=\"\" class=\"wp-image-20276\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2022\/11\/image-1024x563.png 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2022\/11\/image-300x165.png 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2022\/11\/image-150x83.png 150w, https:\/\/blog.planview.com\/wp-content\/uploads\/2022\/11\/image-768x422.png 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2022\/11\/image.png 1440w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p>Using the placemat, they were able to create their own heat map that tracks how the VSM rollout was progressing, incorporating elements such as:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Set up<\/strong>: Are the tools synced up? Are you gathering data?\u00a0<\/li><li><strong>Adoption:<\/strong> How many are using the solution? Do you have at least one person trained?\u00a0<\/li><li><strong>Expertise:<\/strong> Do you have another champion to help you with projects such as Flow Distribution\u00ae and organizing around flow types?\u00a0<\/li><li><strong>Analyzing data: <\/strong>Do you have neglected WIP? Is there so much in progress that teams cannot get the flow of\u00a0work to go through?\u00a0<\/li><li><strong>Optimizing flow:<\/strong> Flow Time is one of the easiest things to measure. With a program increment of 90 days, are you completing your Features within that time frame? With two-week sprints, are you closing stories and bugs during that period?\u00a0\u00a0<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tip_4_Evaluate_Progress\"><\/span><strong>Tip #4: Evaluate Progress<\/strong>&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Finally, it\u2019s important to know where you are going on this VSM journey and to develop concrete ways of evaluating adoption.&nbsp;<\/p>\n\n\n\n<p>One best practice is to incorporate the Flow Distribution for each ART\/team. Trains developing a new product will have a different flow (heavier in Features) from trains working on a mature product (heavier in Debt, Risks, and Defects). Ensure that you are evaluating the flow for each train.&nbsp;<\/p>\n\n\n\n<p>Also, give teams steps on how to self-correct. For instance, the heat map has clear indicators for everyone on what to focus on and improve. The team also created a dashboard for all to see the data for themselves and correct it.&nbsp;<\/p>\n\n\n\n<p>Increasing the knowledge across teams is a continuous effort. Make yourself available for questions and feedback, but also be proactive. Attend the next portfolio or train meeting to discuss a specific VSM area.&nbsp;<\/p>\n\n\n\n<p>As you move closer to VSM, another suggestion is to develop methods of evaluating your maturity. This entails providing feedback on your experiments, whether it\u2019s positive or negative. Make the results available to all, so they can apply the lessons to the next experiment.&nbsp;&nbsp;<\/p>\n\n\n\n<p>The goal is to move toward \u201ctrue knowledge\u201d of what your current time-to-market is and make the necessary changes to keep improving.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Realize_the_Benefits_of_VSM\"><\/span><strong>Realize the Benefits of VSM<\/strong>&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Maturing your value stream management can yield significant benefits.\u00a0Getting to the real data sheds light on what your flow looks like and how you can truly improve it. With consistent backlog refinement, you can ensure that items are current and line up with strategic priorities, values, and goals across the company.\u00a0<\/p>\n\n\n\n<p>To learn more about Planview\u2019s value stream management solution, visit our <a href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/value-stream-management\" class=\"ek-link\">Solutions Page<\/a>.&nbsp;<br>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how VSM sheds light onto what your flow looks like and how it can truly be improved.<\/p>\n","protected":false},"author":217,"featured_media":20272,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":3,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[1,9543],"tags":[],"class_list":["post-20270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-innovation-management","category-value-stream-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - 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