Most people familiar with Kanban know its power at the team level; Kanban boards help teams visualize, manage, and improve their workflows, while collecting invaluable data that enables continuous improvement. For managers, team Kanban boards provide valuable insight into status, capacity, issues blocking progress, and more. This insight enables managers to be more effective leader and helps them add more value to their teams.

De nombreux utilisateurs potentiels ignorent que la méthodologie Kanban offre une capacité de transformation similaire à l'échelle du portefeuille.

A well-designed portfolio of Kanban boards, connected in strategic ways, can equip stakeholders at every level of the organization with the insight they need to deliver on key initiatives.

L'utilisation de la méthodologie Kanban peut aider les entreprises à synchroniser leur travail à tous les niveaux afin que tout le monde reste focalisé sur l'optimisation de la valeur pour le client. La solution LeanKit par Planview est spécifiquement conçue pour la gestion de portefeuilles de projets Lean.

Read on to learn how to use LeanKit boards at the team, project, and portfolio levels to give everyone the insight they need.

Market Guide de Gartner sur la gestion de projets et le reporting adaptatifs

Planview is a representative vendor in three of the provider categories based on the most Gartner client interest.

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 LeanKit multi-board connections
LeanKit multi-board connections

Status Updates at the Right Level with Card Connections

Executives, middle managers, and team members need different levels of visibility from their Kanban boards. At the portfolio level, executives need to understand how the organization is delivering on key initiatives. Managers need visibility into progress at the strategic project and individual team levels. Teams need a board on which they can actively break down and manage daily work.

It could be considered cumbersome and unsustainable to attempt to keep all three levels of boards up to date. It's unlikely that an organization would be able to encourage every manager, for example, to update team, project, and portfolio level boards whenever their teams deliver an important piece of work.

Luckily, with LeanKit, everyone in the organization can have access to the right level of status — without additional manual effort. This is made possible by LeanKit by Planview's card connections.

Team-level boards

Team Kanban boards manage the daily work of individuals working in teams. Team members move cards across the board from left to right as they complete various steps in the team's process. The lanes in team boards reflect each of these steps. For example, a marketing team might have the lanes on their board for a Backlog, Up Next, Plan, Draft, Edit, Design, Build, QA, Deploy, and Done.

 LeanKit kanban board
LeanKit kanban board

L'équipe peut utiliser des types de cartes pour distinguer différents types de livrables : page de renvoi, livre blanc, article de blog, campagne sur les réseaux sociaux, etc.

Les équipes s'appuient fortement sur l'éditeur de configuration de tableaux de Planview par LeanKit, un outil flexible qui leur permet de créer des tableaux reflétant fidèlement leurs processus. Il s'agit d'un point essentiel pour n'importe quel tableau Kanban : s'il ne reflète pas la réalité, les utilisateurs sont beaucoup moins enclins à y recourir pour assurer la gestion de leur travail.

Team boards are primarily used by team members, who use it to manage their work. Managers will also use this board, to add, prioritize, and delegate work, get an understanding of the team's current focus, and monitor any issues blocking progress. Ideally, work on this board will roll up to strategic initiatives at the project and portfolio levels to enable true project portfolio management.

Project-Level Boards

Project boards are used to manage cross-functional strategic work that rolls up to key initiatives. These boards are likely used by managers and executives to get an understanding of how well teams are delivering on the projects that maximize value for the customer.

For example, if a key initiative is to implement a new methodology in the sales department, then a project might require sales leadership to develop a training program to use across the department. This training program might require input from marketing and customer success, who work closely with sales. A sales director who is leading this project might create a card on the project board that represents this project, and then create connected cards on various sales, marketing, and customer success boards to delegate the tasks associated with creating the training program.

Connected cards gallery

À mesure que les membres d'équipe accomplissent ces tâches, la carte de projet est automatiquement actualisée pour indiquer l'état global du projet (par exemple, 6 cartes sur 12 terminées). Pour plus d’informations sur les activités restantes, les responsables qui utilisent le tableau de projet peuvent examiner la galerie des cartes associées pour obtenir un aperçu des activités restant à réaliser.

 Cards view
Cards view

Executives can also use project boards: Reports based on project board activity can give executives an understanding of the distribution of project types. This can help answer questions like: What percent of our projects are contributing to new capabilities, compared to the percent of projects that just keep our product functioning?

Portfolio-level boards

Project portfolio management in LeanKit by Planview gives executives a bird's eye view of how the organization is progressing towards key initiatives. Work on project- and team-level boards rolls up into cards on the portfolio board. This board gives executives and other stakeholders an at-a-glance view of how the organization is performing against its goals.

Portfolio-level boards may or may not be used as traditional Kanban boards (meaning, work may not flow through a process from left to right). Instead, lanes might designate departments responsible for delivering specific initiatives, or whatever other visualization is helpful for executives. This board could also be used as a dashboard to get a quick view of progress on quarterly or yearly objectives, set up as a calendar with lanes representing quarters or months.

Final Thoughts

La mise en corrélation de tableaux Kanban de différents niveaux organisationnels permet de répondre aux besoins de chacun : les dirigeants bénéficient d'une vue d'ensemble sur la progression des initiatives clés, les responsables peuvent gérer, prioriser et déléguer les activités au niveau du projet, et chaque intervenant peut gérer activement ses tâches quotidiennes.

Grâce à LeanKit par Planview, tout le monde est en phase concernant les priorités, les états, etc., ce qui instaure une méthode de travail collaborative plus efficace et axée sur les objectifs dans l'ensemble de l'organisation. Faites en sorte que tout le monde reste totalement focalisé sur l'optimisation de la valeur pour le client en mettant à profit la valeur de la gestion de portefeuilles de projets au sein de votre organisation.