An Overview to Agile and Kanban Methods


Duration : 2 Days

  • It is important to set the expectation of different stakeholders in the organization on both the benefits and challenges of implementing different flavors of Agile methodologies. This executive workshop provides an overview on Why Agile, what is Agile, Principles and practices of different Agile methods.  Specifically focusing on SCRUM and KANBAN approaches as well as the team scenarios where they fit well and how to leverage the best of both.  
  • Another objective of the workshop is to specifically focus on details of KANBAN approach and to give insights on what is Kanban system, how to implement Kanban method as well as Metrics and Management Reporting – using Kanban Method
Target Audience
  • The target audience for the program is a mix of professionals across hierarchies to get insights on the skills required for working as part of Agile and Kanban teams and wishes to explore alternate path agility. 
  • Senior Managers/Delivery or Department Heads – Stakeholders for Enterprise Agile roll out of Scrum and Kanban approaches
  • Project managers, BAs, Architects, Test and Tech Leads Quality team, Process Champions
Delivery Method
  • The course is a mix of case driven, instructor-led, and self-paced learning, designed to enable participants to understand concepts and underlying philosophy of Agile, Scrum and Kanban. 
  • The course is very interactive and provides hands on Exercises, Quizzes, Videos, Games and Group activities w.r.t Scrum and Kanban Approaches
Learning outcome
  • Participants should become familiar with Agile and Lean Principles as well as terminologies of Scrum and Kanban approaches. At the end of this two-day workshop, each attendee will:
  • Get clarity on what is Agile and what are agile methods and how they are different from traditional life cycle.
  • Get an overview of Scrum Life cycle process, Scrum Terminologies, Roles, Ceremonies, Scrum Practices and artifacts 
  • Project context and motivation for moving to Kanban, when is Kanban typically used and Kanban with a Big “K” and a Little “k”
  • Get an overview of Kanban Method, Kanban Values, Principles, Practices and on How to visualize the workflow, why use a Kanban system and where does the Kanban approach fit well 
  • Connecting Agile, Scrum, Lean and Kanban, Team scenarios where Scrum or Kanban fit well and how to leverage the best of both.  
  • Identifying the Classes of service, work items, Visualizing the workflow and How to manage the Flow. What is Work in Progress (WIP) and Why Limit WIP, Balancing Capacity and demand, Benefits of making policies explicit 
  • Typical steps required to implement a Kanban System, covering topics like Kanban board design, Kanban System design, proto Kanban, Input Queues and output Buffers,  
  • Metrics reporting in Kanban system, Lead Time, Cycle time and Due Date Performance, Little’s Law, Through Put / Delivery rate and Flow Efficiency
  • Kanban Meetings – Daily Kanban, Queues Replenishment meeting and other Kanban cadence meetings.
  • Evolutionary improvement of the process and practices in the service delivery model – Kanban approach
  • Scaling Kanban – Personal Kanban, Team Kanban, Program and Portfolio Kanban systems and Creating Hierarchical Kanban Boards for tracking services

1. Recap to Agile Concepts

  • Traditional vs Agile 
  • What is Agile? and Why Agile? 
  • Agile Manifesto and Agile Principles
  • Agile Mindset – Incremental and Iterative Development – Focus on Value Delivery
  • Popular Flavors of Agile methods (Scrum, XP,  Kanban, Spotify, SAFe …)
  • Applicability of Agile Methods to Project Context 

2. Introduction to Scrum

  • Scrum Basics
  • Scrum Team formation
  • Scrum Roles – Scrum Master, Product Owner, Scrum Team 
  • Team commitment – Trust, Collaboration, negotiations and Team communication
  • Scrum Terminologies 
  • How does an Agile – Scrum Project work
  • Scrum Life Cycle, Scrum Practices and Artifacts
  • Sprint Planning, Sprint Goal and Sprint Backlog
  • Implementing DOR and DOD concepts
  • Daily Scrum
  • Sprint Burn Down Charts
  • Product backlog refinement
  • Sprint Review and retrospective

3. Introduction to Kanban Method

  • Lean Kanban Basics
  • What is the Kanban method?
  • Kanban Change Initiative – Evolutionary change vs Big bang change approach
  • Basic Kanban Concepts – Core Kanban Values, Principles and Practices of Kanban Method
  • Connecting Agile, Scrum, Lean and Kanban – How is it different from Scrum? and What is Scrumban? 
  • Why use a Kanban System? –  Where does Kanban approach fit well and Why Lean Kanban approach?

4. Implementing a Kanban system

  • Identify Work items 
  • Classes of Services 
  • Visualizing the Workflow of work items
  • Value Stream Mapping and mapping of existing process/ knowledge discovery process to workflow 
  • Visualize the Workflow/ and Setting up a Kanban Board 
  • Balancing flow speed: Batch flow vs. working with smaller batch size
  • Demand for services vs. Capacity available – How to manage Balance 
  • Commitment and Delivery points 
  • Kanban board design exercise (including Personal Kanban)
  • What is personal Kanban and Aggregated Personal Kanban 
  • Proto-Kanban versus full Kanban System
  • Kanban Cards and Ticket Design 
  • Input Queues and output Buffers
  • What is Work in Progress (WIP) and Why Limit WIP
  • Making Policies explicit 
  • Daily Kanban Meeting
  • Cadences and Rhythm – System Replenishment and Delivery frequency

 5. Making improvement Kanban approach

  • Empirical Feedback and Evolving the process and practices in collaboration with team to ensure improvement in the service delivery model 
  • Capacity Constrained – Resources management 
  • Non-Instant Resource Availability Management 
  • Sources of Variability Management
  • Factors Affecting Performance: Eliminate Waste, wait state, Bottlenecks and Dependencies 
  • Setting Work-in-Progress limits and Tracking WIP
  • Cost of Delay and Risk

6. Metrics and Management Reporting Kanban way

  • What is WIP and Why Limit WIP?
  • Setting WIP Limits
  • Where to Apply WIP Limits 
  • Calculating Lead Time, Cycle time and Due Date Performance
  • Calculating Throughput
  • Little’s Law – Work in progress and Through Put / Delivery rate 
  • Flow Efficiency
  • Governance – Management Reporting at Team, Program and Portfolio level – Kanban Way

7. Scaling Kanban

  • What do we mean Scaling Kanban?
  • Assess the level of Kanban system across teams to scale Kanban sustainability 
  • Connecting Systems and Aggregating services 
  • Creating Hierarchical Kanban Boards for tracking services and finding ways to improve the services 
  • Scaling Agile – SAFe Framework – Managing Features Portfolio – Program and Team level Kanban systems   

8. Conclusion – Q & A