What-is-a-Kanban-Board-Trello v Gamma.pptx

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1. What is a Kanban Board (Trello) and How to Use It as a Team? Welcome to this presentation on Kanban boards and Trello! Designed for teams and individuals new to these powerful tools, we'll explore how they can transform your project management and enhance team collaboration. By Emmanuel Goldberg

2. Degree Applied Economic Sciences MSc. Business Information Systems Consulting, Finance & Commercial roles in: Pharmaceutical, Service and International Commerce Industries Analysis of data, part of my roles in auditing, compliance, finance: mainly internal, some forecasting Small experience in Business Intelligence Lived in Switzerland: 7 y Colombia: 6 y Hiking Dancing (Salsa, Bachata, Merengue) Cooking Who is Emmanuel

3. Benefits of Kanban Increased Efficiency By visualizing workflow and limiting work in progress (WIP), Kanban helps identify and eliminate bottlenecks, leading to faster task completion and improved throughput. Improved Flow Kanban promotes a smoother, more predictable flow of work. This makes it easier to manage tasks, forecast completion times, and deliver projects on schedule. Enhanced Collaboration Kanban boards make all work visible to the entire team, fostering better communication, shared understanding, and seamless collaboration among team members. Reduced Waste By optimizing workflow, reducing unnecessary work, and highlighting impediments, Kanban helps minimize waste in the process, ensuring resources are utilized effectively. Kanban in Different Contexts Manufacturing Kanban originated in manufacturing as a visual signal system to manage inventory and production flow, ensuring parts and materials are available just-in-time, reducing excess stock. Software Development Widely adopted in Agile and DevOps, Kanban provides a flexible framework for managing software development workflows, improving development processes, and accelerating delivery cycles. Other Industries The principles of Kanban are universally applicable. From marketing and HR to legal and design, any team can leverage Kanban to optimize workflows, enhance efficiency, and achieve their goals.

4. Understanding Kanban Cards Per Task/Project Each task or project is represented by a visual card, containing all relevant information. Task Through Workflow Cards move across columns representing stages of the workflow, from "To Do" to "Done." WIP Limits Defines Work-In-Progress (WIP) limits per column to prevent bottlenecks and maintain focus. Backlog & Workflow Start Clearly outlines tasks in the backlog and signals when work can begin in the main workflow. End Workflow & Lead Time Visualizes when a task completes the workflow, allowing for lead time measurement from backlog entry.

5. Introducing Trello Trello is a popular web-based application that brings the Kanban methodology to life digitally. It uses boards, lists, and cards to help teams manage projects and workflows visually and collaboratively. Think of it as a digital whiteboard filled with sticky notes, but with powerful features that allow for detailed task management, team assignments, and progress tracking.

6. Trello: Pros and Cons Pros Ideal for teams using agile project management methodology due to its visual and iterative nature. Features intuitive workflows with a drag-and-drop interface , making it incredibly easy to use. A great digital alternative to pesky paper notes, ensuring tasks don't get lost. Accessible to anyone thanks to its simplicity and user-friendly nature, requiring minimal training. Capable of handling large-scale projects with unlimited Power-Ups per free board , extending functionality. Trello's Butler tool automates repetitive tasks , saving your team significant time and effort. Cons Not always optimized for highly complex projects , sometimes leading to friction with third-party Power-Ups or managing too many task cards simultaneously. Cannot set the priority of tasks natively, which can be a limitation for critical path management. Doesn't track the percentage of completion of tasks , making detailed progress reporting less straightforward. Lacks built-in resource utilization or cost-tracking functionality , requiring external tools for financial oversight. Does not have an in-app chat feature , pushing team communication to other platforms. Can be slow to switch among multiple projects if not organized efficiently, potentially impacting productivity for users managing many boards.

7. Live Demonstration In this section, we will conduct a live demonstration of Trello to showcase its core functionalities and how a team can effectively use it for project management. We'll cover creating boards, adding lists and cards, assigning tasks, using labels, setting due dates, and leveraging Power-Ups for enhanced productivity. Get ready to see Kanban in action! https://trello.com/b/p0tZtMML/kanban-explorative-data-analysis

8. Resources & Further Learning To deepen your understanding and mastery of Trello and Kanban, here are some valuable resources: Trello Essentials: How to Assign Tasks, Use Labels A comprehensive video guide on the fundamental features of Trello to get you started with task management and organization. Watch Here Trello App: Full Trello Tutorial for Beginners! [A-Z Guide] An in-depth tutorial covering everything a beginner needs to know about Trello, from setup to advanced usage. Watch Here We encourage you to explore these resources to further enhance your skills and implement Kanban principles effectively within your teams. Automating Rules in Trello A comprehensive introduction to Power Ups in Trello. Watch Here Power Ups in Trello An in-depth tutorial covering automation rules. Watch Here