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<title>Staying on top of things: Personal kanban and Getting Things Done | eRambler</title>
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<h1 class="post-title p-name">Staying on top of things: Personal kanban and Getting Things Done</h1>
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<a class="u-url" href="http://erambler.co.uk/blog/kanban-gtd/">Thursday 20 March 2014</a>
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Tagged with
<ul class="post-tags">
<li class="p-category"><span class="tag">Productivity</span></li>
<li class="p-category"><span class="tag">Kanban</span></li>
<li class="p-category"><span class="tag">Task management</span></li>
<li class="p-category"><span class="tag">GTD</span></li>
<li class="p-category"><span class="tag">Process</span></li>
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<p>I use a lot of the ideas of David Allens <a href="http://en.wikipedia.org/wiki/Getting_things_done">Getting Things Done</a> as the basis for my system of capturing, organising and checking off projects and tasks. I like it; it helps make sure that Im not missing anything.</p>
<p>I do, however, find it somewhat lacking in the area of giving me a day-to-day tactical feel of what I need to get done. Recently Ive been trying to fill that gap with a simple tool called <em>personal kanban</em>.</p>
<h2 id="what-is-personal-kanban">What is personal kanban?</h2>
<p><img src="https://upload.wikimedia.org/wikipedia/commons/thumb/d/d3/Simple-kanban-board-.jpg/640px-Simple-kanban-board-.jpg" alt="Kanban board" class="main-illustration"><br>
<a href="http://en.m.wikipedia.org/wiki/Kanban">Kanban</a> (看板 — literally “billboard”) is a scheduling system developed by Taiichi Ohno at Toyota to direct the manufacture of vehicles to minimise work-in-progress. <a href="http://www.personalkanban.com/pk/">Personal Kanban (PK)</a> is an adaptation of the ideas behind the original kanban system for the type of knowledge work done by the majority of typical office workers.</p>
<p>PK has two key principles:</p>
<ol>
<li>Visualise your work</li>
<li>Limit your work in progress</li>
</ol>
<p>The idea is that if you can see what youre doing (and not doing <em>yet</em>) youll feel more in control, which will give you the confidence to make a conscious decision to focus on just a small number of things at once. That in turn helps to alleviate that nagging feeling of being overloaded, while still letting you get work done.</p>
<p>The implementation involves moving cards or sticky notes between columns on a wall or whiteboard, a concept which is probably easier to understand with an example.</p>
<h2 id="pk-and-web-publishing">PK and web publishing</h2>
<p>A piece of content (blog post, news article, whatever) typically moves through a fairly fixed workflow. It starts life as an <strong>idea</strong>, then the time comes when its <strong>ready</strong> to write, after which you might <strong>outline</strong> it, <strong>draft</strong> it, send it round for <strong>review</strong> and finally <strong>publish</strong> it.</p>
<p>On your whiteboard, draw up a column for each of the stages highlighted in bold in the previous paragraph, and assign each article its own sticky note. Then simply move the sticky notes from column to column as you work and experience the satisfaction of watching the system flow and <em>seeing</em> work get done.</p>
<p>Its a great way to ensure a sensible flow of content without either working yourself to death or running out of things to publish. Ive used a variation of this system at work for a while now to get news items and blog posts published, and Im just starting to implement it for this blog too.</p>
<p>It works very well with teams too, as everyone can see the whole teams workload. I use this to assist in coordinating a small team of PhD students who contribute stuff to our website, using the excellent <a href="https://trello.com/">Trello</a> in place of a physical board.</p>
<h2 id="pk-and-generic-tasks">PK and generic tasks</h2>
<p>Once youve understood the basic concept, you can basically use it however works for you. Youre encouraged to experiment and adapt the basic idea in whatever way seems to make sense, in a <a href="http://en.m.wikipedia.org/wiki/Kaizen">kaizen</a>-like continual improvement fashion.</p>
<p>While its useful for sets of similar tasks like blog posts, you can also adapt it to a generic task workflow. I use the following:</p>
<dl>
<dt>Ready</dt>
<dd>Tasks which could potentially be done now<br>
Doing</dd>
<dd>Tasks actually in progress<br>
Waiting</dd>
<dd>Tasks which cant be acted on yet because theyre waiting for input from someone else<br>
Done</dd>
<dd>Completed tasks</dd>
</dl>
<p>I have this up on a whiteboard in my office, with each task on a post-it note, which allows me to see at a glance everything that Ive got going on at the moment, and thus make sure that Im balancing my priorities correctly — in accordance with PK principle 1 (“Visualise your work”). I also have a limit on the number of tasks that can be in “Doing” and “Waiting” at any one time (PK principle 2: “Limit your work in progress”), which helps me to make sure Im not feeling overloaded.</p>
<p>I try to keep this as simple as possible, but occasionally introduce little codes like coloured stickers to help with visualising the balance when I need to. The whole point is to use the basic ideas to make a system that works for you, rather than anything thats too prescriptive.</p>
<p>Of course, I cant carry a whiteboard around with me, so when Im out of the office for a while Ill transfer everything to <a href="https://trello.com/">Trello</a>, which I can access via the web and on my phone and iPad, or even just take a photo of the board.</p>
<h2 id="combining-pk-with-gtd">Combining PK with GTD</h2>
<p>GTD is a great system for making sure youre capturing all the work that needs to be done, but Ive always been dissatisfied with its ideas about prioritising, which are based on:</p>
<ol>
<li>Context (where you are/what facilities you have access to)</li>
<li>Time available</li>
<li>Energy (how tired/refreshed you are)</li>
</ol>
<p>Organising tasks by context has always felt like unnecessary detail, while worrying too much about time and energy on a task-by-task basis seems like a recipe for procrastination (though managing time/energy on a more general level can be useful).</p>
<p>Ive ended up with a two-level system. GTD is for strategic purposes: tracking projects, balancing long-term priorities and making sure nothing slips through the cracks. Kanban is a much more tactical tool, to help see what needs to be done right now, this week, or later on.</p>
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