Kanban Board Best Practices: 6 Strategies for Your Procurement Team

Whether it be improvement projects, system implementations, or simply personal to-do lists, a Kanban Board is a great way to manage work. The chief benefit is that the board is visual, so your whole team can see when progress has been made (or stalled). But this visual aid loses its power when it is not kept current.

Just like your email inbox, a Kanban Board that is not kept clean is at risk of having things slip through the cracks. Here are six strategies to help your team maintain a clean Kanban Board.

1. Use One Standard Kanban Board

Some teams use a white board, some use sticky notes, some use paper, and some use online tools. But no matter which method you use, standardize your Kanban across your entire team. You do not want some people updating the white board, while others use a Word document. This causes your Kanban Board to create more questions than answers.

What is your team’s system of record? You need one clear answer. If your team is aligned around one Kanban system of record, you get to avoid questions like “Are they updating the same board as I am?” and “What happened to all my sticky notes?”

2. Complete Continuous Improvement Projects In A Timely Manner

Adding new projects to your Kanban Board is great. It means your team has work to do, which is never a bad thing. But if you don’t get that work done, your Kanban Board will start to look like a freeway entrance ramp at rush hour. The first few stages of your board can easily get backed up if you are not careful.

Even though the first few steps can be the most difficult, ensure that projects are moving through and beyond early completion stages at a reasonable rate. Some projects will take longer than others, but your board will never be clean if you are not completing projects in a timely manner. And isn’t finishing projects on schedule kind of the point of a Kanban Board?

3. Remember To Move Projects From One Stage To The Next

I once had a customer tell me that he finished a task months ago, but he couldn’t understand why his boss was getting on him. We looked at the project and found that he never marked the task as complete! He knew that he was making headway, but the Kanban Board did not reflect his actual progress.

This may feel like it goes without saying, but you must advance your project from one stage to the next to represent progress. As powerful as a Kanban Board can be, we have yet to come across one that can read your mind. LeanDNA’s drag and drop feature may be the closest thing, as all you need to do to change the stage of a project is to click drag any project into the next stage. This helps you effectively manage your lean project pipeline, while also letting your manager track the status of your projects within each stage.

4. Ensure Everyone Is Aware Of Their Responsibilities

It is nearly impossible to complete strategies #2 and #3 if people aren’t aware of their assigned tasks and projects. If it is not on their radar, the project will never get done.

If you are a Supply Chain Manager, you must make sure your team knows their responsibilities. Of course, you can let them know yourself in person or via email of any new tasks or projects. Or you can lean on digital tools, which can automatically assign, update, and remind others of upcoming responsibilities.

5. Move All Completed Projects Into An Archive

It is so rewarding to see your finished projects finally hit the “Complete” stage of your board! But eventually, it can cause your Kanban Board to become cluttered. Imagine if every runner in a race just stopped immediately after crossing the finish line of a race. That area would become a crowded nightmare, and fast.

To keep the finish line of your board clean, move all completed items to an Archive. This does not remove all the progress your team has made, it simply makes room for more success.

6. Digitize Your Kanban Board

In modern manufacturing, holding your Kanban together with sticky notes or paper is not the best strategy. What happens if you complete a task while you are traveling? If you are like me, you will forget to update your board (no shame!). And what if an overzealous janitorial service accidentally erases a whiteboard, or places your sticky notes in the trash? Projects may be lost forever, completely out of your control.

Now is a great time to consider digitizing your team’s Kanban Board. You can easily maintain a spotless Kanban from anywhere – in an airplane, at a client’s office, or even on the beach. It also improves the process of assigning stakeholders and project owners. And a digitized Kanban platform can include built-in analytics, to make tracking overall progress so much easier! We’re happy to walk you through what you should look for in a digitized Kanban Board!

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