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Using Kanban to Become a More Agile Attorney John E. Grant, J.D., CSM www.agileattorney.net blog: legalvaluetheory.com [email protected] @JEGrant3 © 2015 John E. Grant

Using kanban to become a more agile attorney

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Page 1: Using kanban to become a more agile attorney

Using Kanban to Become a More Agile Attorney

John E. Grant, J.D., CSMwww.agileattorney.netblog: legalvaluetheory.com

[email protected] @JEGrant3

© 2015 John E. Grant

Page 2: Using kanban to become a more agile attorney

Goals for this class:

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Page 3: Using kanban to become a more agile attorney

WARNING:This is not a how-to class, it is a why-to class.

Page 4: Using kanban to become a more agile attorney

To-Do Doing Done

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Page 5: Using kanban to become a more agile attorney

Who wants to make their practice more efficient?

Page 6: Using kanban to become a more agile attorney

Efficiency is a terrible goal.

Page 7: Using kanban to become a more agile attorney

It’s not about getting more things done. It’s about getting the right things done.

Page 8: Using kanban to become a more agile attorney

Customer Value is THE ONLY GOAL.

Page 9: Using kanban to become a more agile attorney

(Efficiency is a desirable side-effect)

Page 10: Using kanban to become a more agile attorney

Who wants to deliver outstanding client value?

Do you know what Value is?

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value/ˈvalyoo͞/noun

1. Benefit – Investment

Page 12: Using kanban to become a more agile attorney

value/ˈvalyoo͞/noun

1. Benefit –

Time + Energy + Effort + Resources + Opportunity

Page 13: Using kanban to become a more agile attorney

value/ˈvalyoo͞/noun

1. Time + Energy + Effort + Resources + Opportunity

Time + Energy + Effort + Resources + Opportunity

Page 14: Using kanban to become a more agile attorney

value/ˈvalyoo͞/noun

1. Time + Energy + Effort + Resources + Opportunity

Time + Energy + Effort + Resources + Opportunity

Page 15: Using kanban to become a more agile attorney

value/ˈvalyoo͞/noun

1. Benefit – Investment 2. The satisfaction of a person’s

values.

Page 16: Using kanban to become a more agile attorney

Seek to understand what your customers value.

Page 17: Using kanban to become a more agile attorney

As a _________, I need to be able to _______________, so that I can _____ _______________.

Page 18: Using kanban to become a more agile attorney

As a <user role>, I need to be able to <need or outcome>, so that I can <goal or objective>.

Page 19: Using kanban to become a more agile attorney

Finish the activities that deliver the most value.

Page 20: Using kanban to become a more agile attorney

It’s not about getting more things done. It’s about getting the right things done.

Page 21: Using kanban to become a more agile attorney

Finish the activities that solve your customer’s most critical user stories.

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Reduce or eliminate activity that does not add customer value.

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The Seven Wastes of Lawyers:

1. Overproduction

2. Defects

3. Transfer

4. Over Processing

5. Waiting

6. Pre-Processing

7. Movement

© 2014 John E. Grant. http://legalvaluetheory.com

Page 24: Using kanban to become a more agile attorney

waste/wāst/noun

1. A material or activity that does not add customer value.

Page 25: Using kanban to become a more agile attorney

waste/wāst/noun

1. A material or activity that does not add customer value.

2. The absence of customer value.3. Investment without customer

benefit.

Page 26: Using kanban to become a more agile attorney

To-Do Doing Done

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Page 27: Using kanban to become a more agile attorney

To-Do Doing Done

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Page 28: Using kanban to become a more agile attorney
Page 29: Using kanban to become a more agile attorney

In any system, there is only one* constraint that limits the flow of the entire system.

*Occasionally, but rarely, there are two.

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Any changes made to improve flow at the constraint will improve the flow of the entire system.

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Any changes made to improve the flow at a part of the workflow that is not the constraint cannot improve the overall system.

Page 32: Using kanban to become a more agile attorney
Page 33: Using kanban to become a more agile attorney

waste/wāst/noun

1. A material or activity that does not add customer value.

2. The absence of customer value.3. Investment without customer

benefit.

Page 34: Using kanban to become a more agile attorney

The Seven Wastes of Lawyers:

1. Overproduction

2. Defects

3. Transfer

4. Over Processing

5. Waiting

6. Pre-Processing

7. Movement

© 2014 John E. Grant. http://legalvaluetheory.com

Page 35: Using kanban to become a more agile attorney

(Localized)Efficiency is a terrible goal.

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System-wide flow is THE ONLY GOAL.

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Page 38: Using kanban to become a more agile attorney
Page 39: Using kanban to become a more agile attorney

To-Do Doing Done

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Page 40: Using kanban to become a more agile attorney

To-Do Doing Done

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Page 41: Using kanban to become a more agile attorney

To-Do

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Doing Done!WaitingQueueBacklog

Page 42: Using kanban to become a more agile attorney

To-Do

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Doing Done!WaitingQueueBacklog

(Brain-Dump) (This Week) (Today) On What? Since when?

Max = ? (Done done!)

Page 43: Using kanban to become a more agile attorney

To-Do

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Doing Done!WaitingQueueBacklog

(Brain-Dump) (This Week) (Today) On What? Since when?

Max = ? (Done done!)

Reminder to use scotch tape w/ stickies

Discuss expanding the “doing”

column

Introduce WIP limits

Personal Kanban vs Workflow Kanban

Tracking cycle time & other

metrics

Tracking cycle time & other

metrics

Mention color as a visual indicator

Physical Boards vs Software

Tools

Page 44: Using kanban to become a more agile attorney
Page 45: Using kanban to become a more agile attorney
Page 46: Using kanban to become a more agile attorney

To-Do

Convince you to build a

kanban board

Discuss the nature of efficiency

Divulge the single step to

improved operations

Doing Done!WaitingQueueBacklog

(Brain-Dump) (This Week) (Today) On What? Since when?

Max = ? (Done done!)

Reminder to use tape w/

stickies

Discuss expanding the “doing”

column

Introduce WIP limits

Personal Kanban vs Workflow Kanban

Tracking cycle time & other

metrics

Tracking cycle time & other

metrics

Mention color as a visual indicator

Physical Boards vs Software

Tools

Page 47: Using kanban to become a more agile attorney

Research

J. Adams

Doing

SigningReviewGatherIntake Drafting

WashingtonJefferson

J.Q. Adams

MadisonMonroe

Jackson

Van Buren

Tyler

Polk

Tayler

Page 48: Using kanban to become a more agile attorney
Page 49: Using kanban to become a more agile attorney

Research

J. Adams

Doing

SigningReviewGatherIntake Drafting

WashingtonJefferson

J.Q. Adams

MadisonMonroe

Jackson

Van Buren

Tyler

Polk

Tayler

Page 50: Using kanban to become a more agile attorney

Kanban in the wild photos…

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1. Visualize your current workflow.2. Apply Work-in-Process (WIP) limits.3. Make policies explicit.4. Manage and measure flow.5. Optimize iteratively with data.

Five Steps of Kanban

Page 52: Using kanban to become a more agile attorney

Want to learn more?Kanban for Lawyers Book: https://leanpub.com/kanbanforlawyersLegal Value Theory Blog & Newsletter: http://agileattorney.net/blog/RocketMatter Legal Productivity Blog: http://www.legalproductivity.com/Schedule a call with me: https://www.sohelpful.me/johngrant

Page 53: Using kanban to become a more agile attorney

Kanban Basics for Lawyers

John E. Grant, J.D., CSM www.agileattorney.net blog: legalvaluetheory.com

[email protected] @JEGrant3

© 2015 John E. Grant