How to Conduct a Board Review

Do your card types represent key aspects of the work you do?

Card types are the most visible way to differentiate the work managed in your system. So, they should be used to segment your work into different buckets based on something really important. If you’re having a hard time understanding how to determine these segments, think about the the types of work that need to be measured independently, for instance, project work versus daily support requests. Make sure these choices are relevant to your needs and use your metrics as your guide.

Helpful tip for how card types can help you visualize your work:

• You can use different card types to filter the board for specific types of work and even to filter analytics for specific types of work. This can help you to see how related items are flowing through your system and get a better understanding of the various kinds of work your team handles.
• Avoid having more than seven card types as when you have more, it is harder to interpret the colors at a glance. Instead, look at using other indicators, like icons, to differentiate within a specific card type.

Does the board layout accurately reflect your process?

Sequential, vertical lanes generally represent steps in a process, while horizontal lanes generally represent parallel processes. Start with three basic, vertical lanes -- Not Started, In Process, and Complete -- and expand from there as you understand your process.

Some helpful tips for representing your process:

• If you find yourself needing additional information/visibility into any step of your workflow, consider breaking it down further.
• If you need to visualize a “pre-start” process, you can build out the lane structure in the Not Started lane just like the In Progress lane. This will help your analytics accurately reflect your workflow.
• If you find yourself wanting to move cards back and forth between two lanes, consider merging them and having the column represent the entire cycle.
• If your team plans future work in sprints, releases, etc: these can be represented by vertical lanes in the Not Started lane or you can have a future planning board for grooming a longer term backlog and move cards to the team board when you desire.

Is all of your team’s work easy to locate and view?

Work on a Kanban board should represent the collective work that a team has to complete. Breaking down work by role or project, into separate boards, can create information silos if not managed carefully. By showing all of the work on a single board, teams have a clearer view of what’s going on with interconnected projects and they can work together to resolve inter-project conflicts. In short, they can work as a team to complete the collective body of work. Don’t forget that you can filter busy boards! 

Helpful tips for decluttering work on a busy board:

• You can use board filters to show work for a single project no matter how many cards are on a board if you are using an aspect of the card (tags, card title/headers, parent cards, custom icons) to differentiate by projects.
• Assign users to cards they are actively working on. This allows them to use the filter to know what cards they are assigned to, and it also allows managers of the board to look at the distribution report and assigned Users report to understand the team’s workload

Does the board design encourage the behaviors you desire?

How you name lanes (both horizontal and vertical) can impact how people interact with the work residing in those lanes. If you name lanes by person, you are subtly telling other people to stay in their lane and focus on their work rather than breaking out to help with something that gets blocked or stagnant. Essentially you are building a board design that focuses on the individual and their personal productivity instead of the productivity of the entire team.

I’ve heard more than a few worrying examples of team members being concerned about how they will be perceived if they stop working on the cards in their lane in order to help out another team member. People optimize their behavior to make the visualization look good. If you are a team that needs to work together to complete work, make sure your board design doesn’t get in the way.

Assigning users to cards allows each team member to track their individual work items while still allowing them to get the big picture of the team's work as a whole.