Section 01 · Foundations & Frameworks

Kanban & Lean Principles

Kanban and Lean are closely related approaches that originated in manufacturing (Toyota Production System) and have been widely adopted in software development and project management. While Scrum prescribes roles, events, and timeboxes, Kanban is more evolutionary — it starts with what you have and improves continuously.

Kanban: Visualize, Limit, Flow

Kanban (Japanese for "visual signal" or "card") is a method for managing work by visualizing the workflow, limiting work in progress, and maximizing flow. Its core practices are:

1. Visualize the Workflow

Map your process into columns on a Kanban board. Each work item is represented as a card that moves from left to right as it progresses:

Backlog
Design login page
Write API docs
Fix search bug
In Progress
Build user dashboard
Database migration
Review
Payment integration
Done
Setup CI/CD
Auth module

2. Limit Work in Progress (WIP)

Each column has a WIP limit — the maximum number of items allowed at that stage at any time. For example, "In Progress" might have a WIP limit of 3. This prevents the team from starting too many things at once, which leads to context-switching and delays. The rule: stop starting, start finishing.

3. Manage Flow

The goal is to achieve a smooth, predictable flow of work through the system. Key metrics include:

4. Make Policies Explicit

Define clear rules for how work moves between columns. For example: "An item moves to Review only after unit tests pass." This eliminates ambiguity and makes the process transparent to everyone.

5. Implement Feedback Loops

Regular cadences for reviewing the system — such as daily standups, delivery planning meetings, and service delivery reviews — help the team identify bottlenecks and continuously improve.

6. Improve Collaboratively, Evolve Experimentally

Kanban encourages small, incremental changes rather than dramatic overhauls. Teams experiment, measure the impact, and keep what works.

Lean Principles

Lean thinking originated from the Toyota Production System and focuses on maximizing value while minimizing waste. When applied to project management, Lean provides the philosophical foundation that Kanban operationalizes.

The Five Lean Principles

The Seven Wastes (Applied to Knowledge Work)

Lean identifies seven types of waste. Originally defined for manufacturing, they translate well to project management:

Partially Done Work Features started but not shipped — they decay and consume resources.
Extra Features Building things nobody asked for. Gold-plating adds complexity, not value.
Relearning Rediscovering knowledge because it wasn't documented or shared.
Handoffs Each handoff between people/teams loses context and adds delay.
Task Switching Juggling multiple projects destroys focus and throughput.
Delays / Waiting Waiting for approvals, environments, or dependencies.
Defects Bugs and rework. The later they're found, the more expensive they are.
Unused Talent Not leveraging team members' skills, ideas, or expertise.

Kanban vs. Scrum

Aspect Scrum Kanban
Cadence Fixed-length Sprints (1–4 weeks) Continuous flow, no timeboxes
Roles PO, Scrum Master, Dev Team No prescribed roles
Change Policy No changes during Sprint Items can be added/removed anytime
Key Metric Velocity (points per Sprint) Lead time & cycle time
Best For Product development with regular releases Operations, support, continuous delivery
Kanban and Scrum are not mutually exclusive. Many teams use "Scrumban" — Scrum's roles and Sprint structure combined with Kanban's WIP limits and visual flow. The key takeaway from Lean is universal: relentlessly find and eliminate waste, and let customer value drive every decision.