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ESP

Enterprise Services Planning: Module 1 – Portfolio Management

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Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

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Map of the Enterprise Services Planning Framework

Enterprise Services Planning: Module 1: Portfolio Management

Training class for up to 24 attendees

Duration: 2 days

Pre-requisites: Informational level knowledge of kanban systems and their application to knowledge work and creative services workflows

Target Audience

“I am a business leader who needs to understand the dynamics of our environment in order to make better decisions about what to start, when to start them and the likelihood of a successful and desirable outcome for our business and our customers”

“I am a portfolio manager who needs to make decisions about risk and capacity allocation, decide when to start projects and initiatives and manage our portfolio of concurrent projects, initiatives and activities.”

“My job is to manage risk for our organization and advise our leaders and the management team in our PMO”

“I work in the PMO and I want to be more effective in my job. I’m overwhelmed and overburdened and I’m looking for simpler, more powerful ways to make decisions, take actions and work with project stakeholders.”

Curriculum

Day 1 – Fitness for Purpose & Cost of Delay

  • Blizzard Skis case study
  • Defining Fitness for Purpose
  • Defining Fitness Criteria Metrics (KPIs)
  • Classes of Service and alignment with market segments and fitness criteria
  • Qualitative assessment of Cost of Delay
    • Market payoff function
    • Defining cost of delay
    • Cost of Delay function shapes
    • Cost of Delay impact assessment
    • Shelf life

Day 2 – Scheduling, Sequencing, Risk & Strategic Alignment

  • Scheduling work
    • optimal start time
    • window of opportunity
  • Sequencing
  • Portfolio Risk
  • Hedging Risk
  • Risk Profiling
  • Pragmatic Philosophy for Risk Management
  • Aligning Strategy with Capability
  • Implementing a regular Strategy Review

Learning objectives

Understanding evolutionary improvement of service delivery by applying evolutionary theory to development of fitness criteria metrics (or, key performance indicators (KPIs)) by understanding what creates “fit for purpose” service delivery based on customer needs and expectations.

Understanding use of classes of services to serve specific market segments and sources of demand to enable delivery within expectations and against the defined fitness criteria metrtics

Understanding cost of delay as a concept and knowing how to classify it in a qualitative and pragmatic fashion using taxonomies

Understanding how to apply cost of delay and lead time capability sensitivity analysis for scheduling. Learning how to determine earliest start, latest start and optimal start dates for requested work

Understanding how to use market role risk assessment to sequence work in large batch commitments (such as projects)

Understanding how to assess portfolio risk based on strategic contribution and market lifecycle stage

Understanding how to hedge portfolio risk using capacity allocation in kanban systems

Understanding how to develop a multi-dimensional risk profile for portfolio or project level use and how to visualize it and use the visualization to inform scheduling and option selection/discard decisions

Learn the 12 point pragmatic approach to risk assessment

Understand appropriate alignment of service delivery capability with strategy and risk hedging allocation

Understand the purpose of a regular Strategy Review to assess market segments, fitness criteria, risk hedging policies and alignment of strategy, risk management policy and service delivery capability

As an entire outcome attendees will have learned how to select work for a portfolio, how to align a portfolio of work with company strategy, how to insure that strategy is aligned with capability, how to schedule and sequence work within the portfolio, and how to hedge risk across the portfolio

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, marketing managers and strategic planners, senior executives and those responsible for strategy, risk policies and strategic decision making, management trainers, management and executive coaches, anyone interested in resilience and survivability of their business and those responsible for service delivery to customers.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

Enterprise Services Planning classes are currently offered exclusively through David J. Anderson & Associates, Inc.

For open registration classes please consult our training listings If you don’t see a class listing near you please contact our sales department via the link at the bottom of the page

For private classes please contact sales.

Download the module curriculum 

Enterprise Services Planning: Module 2 – Enterprise Services

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Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

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Map of the Enterprise Services Planning Framework

Enterprise Services Planning Module 2: Enterprise Services

Training class for up to 24 attendees

Duration: 1 day

Pre-requisites: Recommended KMP (Kanban Management Professional) or knowledge and experience of using kanban systems for services delivery. Basic understanding of market payoff from Cost of Delay section of Module 1

Foundation level understanding of Kanban systems is included as revision for attendees who don’t meet the pre-requisites

Target Audience

“I am a product manager. I’d wonder if we can use Kanban to manage development of ideas and requirements.”

“I am a product manager and I’d like to work more effectively with our delivery partners.”

“I am a service delivery manager and I’d like to know how to facilitate commitment meetings and replenish our kanban system.”

“I am a project manager and I want to know how to make and communicate plans when we are using Kanban to manage our delivery”

“I am a function manager and I want to understand how we can improve our delivery performance, shorten lead times and improve predictability”

“I am a process engineer and coach and I want to know how to advise our delivery organization on process improvement”

Curriculum

Day 3 – Options, Commitment & Delivery

  • Posit Science case study – a bit of everything in this one, we also use it in coaching masterclasses
  • Seeing Services – examples of how to put the Kanban Lens into action
  • Understanding Kanban Systems
    • mostly revision from Foundation training
    • understanding commitment
    • Little’s Law
    • definition of Service Delivery Agility
  • Options
    • understanding real options
    • understanding the value of options under various forms of uncertainty
    • understanding how to balance option development with committed delivery based on uncertainty and risk
  • Upstream Kanban
    • embedded options
    • governance framework for option development versus committed delivery
    • minimum & maximum WIP limits
    • discard rates in relation to uncertainty in the business domain
    • defining organizational boundaries & commitment points
  • Replenishment & Commitment
    • replenishment meetings
    • synchronous vs asynchronous commitment
  • Understanding Lead Time
    • histograms and distribution curves
    • flow efficiency and its implications
    • identifying sources of delay
  • Chance versus Assignable Cause variation
    • recognizing the type of variation
    • understanding how to cope with chance cause variation by redefining the system in operation through policy changes
    • understanding assignable cause variation and its relationship with event-driven risk
    • learning the dynamics that left or right shift a lead time distribution or trim the tail on the distribution

Learning objectives

Observing STATIK (Systems Thinking Approach to Implementing Kanban) in action with Posit Science. Understanding risk profiling, asynchronous commitment and evolutionary change at Posit Science

Learning how to see services in an existing organization that can be improved with Kanban. Understanding that several services can be aggregated onto one kanban board and serviced by one team, or department.

Understanding fundamentals of kanban system mechanics at an advanced level including symmetrical versus asymmetrical commitment, Little’s Law, and how to define service delivery agility

Understand real option theory and learn to recognize the value of options under different conditions of uncertainty

Understand upstream Kanban, embedded options, minimum & maximum WIP limits, and the relationship to real option theory

Learn how to define a commitment point and organizational boundary based on uncertainty and risk assessment of the business domain

Learn to read and use lead time histograms and distribution curves. Understand the relationship of lead time distribution to Little’s Law

Understand the definition of flow efficiency and the implications of low flow efficiency environments and the system dynamics that affect lead time

Learn to identify typical sources of delay

Learn the difference between chance and assignable cause variation and how to manage them appropriately

Learn the management levers that can be pulled to left or right shift a lead time distribution curve or trim the tail from the curve

Understand how to use lead time distribution curves to communicate probability of delivery times and indicate predictability of delivery.

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, function/line managers or team leads, management trainers, management coaches, individual contributors working in creative or knowledge work service delivery or project environment, anyone responsible for service delivery to customers, anyone wishing to learn how to scale Kanban implementations beyond a single team or a single service workflow.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

Enterprise Services Planning classes are currently offered exclusively through David J. Anderson & Associates, Inc.

For open registration classes please consult our training listings http://anderson.leankanban.com/events If you don’t see a class listing near you please contact us sales@kanban.university

For private classes please email sales@kanban.university

Download the module curriculum

Enterprise Services Planning: Module 3 – Project & Capacity Planning

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Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

esp_map_large

Map of the Enterprise Services Planning Framework

Enterprise Services Planning Module 3: Project & Capacity Planning

Training class for up to 24 attenedees

Duration: 1 day

Pre-requisites: Recommended KMP (Kanban Management Professional). At minimum understanding of work item type definition from the 2nd day of “Getting Started with Kanban” Foundation Level training. Knowledge of the use of Little’s Law from ESP Module 2.

A revision exercise to help understand basic work item type and demand analysis is included as an option for this class.

Target Audience

“I am a portfolio manager and I want to know if we have enough capacity to complete our commitments from our strategic plan”

“I am a function manager and I want to know how to allocate capacity across our kanban systems in order to deliver on our commitments and meet expectations”

“I am a service delivery manager and I’d like to know how to make plans and estimates and communicate realistic expectations”

“I am a project manager and I’d like to know how to make plans and estimates and communicate realistic expectations”

Curriculum

Day 4 – Project & Capacity Planning

  • Demand Analysis
    • work item type definition
    • recognizing patterns of demand
    • classifying demand: value-adding or not; refutable or not; planned or not; speculative or not; disruptive or not
  • Demand Shaping
    • using risk management policy to shape demand
    • studying the risk tradeoffs of demand shaping
  • Capacity Planning
    • using Little’s Law to align Kanban system capacity allocation with desired go-to-market or strategic outcomes
    • outcome-driven design (ODD)
  • Large Project Forecasting
    •  using Little’s Law & the s-curve to model large project delivery
  • Labor Pool Liquidity
    • understanding the concept of liquidity as a task to skills & experience matching problem
    • kanban system design strategies to increase Labor Pool Liquidity
    • tying career path and staff development to improved Labor Pool Liquidity
    • exploring the challenges of scaling Labor Pool Liquidity as a management tool
  • Kanban System Liquidity
    • understanding Kanban system liquidity as a work to worker matching problem
    • measuring liquidity
    • why Kanban system is a good metric
    • understanding how to measure volatility
    • using volatility as a method for sampling data sets for lead time distributions and probabilistic forecasts
    • validating whether the current system performance, continues to reflect the recent past, and use of reference class forecasting is still valid

Learning objectives

Learning to use advanced demand analysis to understand opportunities for improvement and how to design a Kanban system with adequate capacity and risk hedging to cope gracefully with variation in demand over time. This is particularly useful for areas such as IT operations with lots of irrefutable demand and unplanned demand.

Learning how to trade risk for capacity by using policies to shape demand.

Understanding the outcome-driven design (ODD) approach to capacity planning. Planning delivery rates of work items using WIP limits rather than allocating people, resources or units of time.

Learn how to use Little’s Law and other probabilistic approaches to make quick, cheap but highly accurate project delivery forecasts.

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, function/line managers or team leads, management trainers, management coaches, individual contributors working in creative or knowledge work service delivery or project environment, anyone responsible for service delivery to customers, anyone wishing to learn how to scale Kanban implementations beyond a single team or a single service workflow.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

Enterprise Services Planning classes are currently offered exclusively through David J. Anderson & Associates, Inc.

For open registration classes please consult our training listings http://anderson.leankanban.com/events/ If you don’t see a class listing near you please contact us sales@kanban.university

For private classes please email sales@kanban.university

Download the module curriculum

Enterprise Services Planning Module 4 – Portfolios, Program & Dependencies

by

Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

esp_map_large

Map of the Enterprise Services Planning Framework

Enterprise Services Planning Module 4: Portfolios, Programs & Dependencies

Training class for up to 24 attendees

Duration: 1 day

Pre-requisites: KMPs (Kanban Management Professional) will find that about 50% of this class repeats Day 2 of “The Kanban Method” class.

Minimum pre-requisites would be “Getting Started with Kanban” (Foundation Level) or completion of ESP Module 2: Enterprise Services. ESP Module 1: Portfolio Management is recommended to be taken together with this module as there is considerable synergy.

Target Audience

“I am a portfolio manager and I want to how we can use Kanban to better manage our portfolio”

“I am a process coach and I want to know how to scale Kanban throughout our business”

“I am a project manager and I want to understand how to do retrospectives with Kanban”

“I am a program manager and I want to understand how to manage dependencies when we are using Kanban in our delivery organization”

Curriculum

Day 5 – Portfolios, Programs & Dependencies

  • Scaling Kanban
    • approaches to scaling
    • bounding unbounded queues
  • Dependencies
    • between services
    • integration dependencies
      • peer-to-peer dependencies
      • parent-child dependencies
  • Visualizing Dependencies
  • Portfolio Kanban
  • Scaling out across an organization
  • Feedback Loops to Improve Service Delivery
  • Conducting Standup Meetings
    • lower maturity, walk-the-board right to left
    • higher maturity, larger scale, focus on exceptions
  • Conducting Service Delivery Reviews
  • Conducting Operations Reviews

Learning objectives

The primary objective of this class is to learn how to implement Kanban at scale.

Understand advanced visualization for dependencies, programs & portfolios

Understand the feedback mechanisms that allow Kanban to scale and kanban systems to adjust and evolve in response to interdependent demand

Learn how to conduct the important meetings that make Kanban work as an evolutionary approach to creating service delivery that is “fit for purpose”

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, function/line managers or team leads, management trainers, management coaches, individual contributors working in creative or knowledge work service delivery or project environment, anyone responsible for service delivery to customers, anyone wishing to learn how to scale Kanban implementations beyond a single team or a single service workflow.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

Enterprise Services Planning classes are currently offered exclusively through David J. Anderson & Associates, Inc.

For open registration classes please consult our training listings http://anderson.leankanban.com/events/ If you don’t see a class listing near you please contact us sales@kanban.university

For private classes please email sales@kanban.university

Download the module curriculim

Introducing Enterprise Services Planning

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This year, we’re officially introducing Enterprise Services Planning (ESP) as a concept and specifically as a management training curriculum. Later this year, I anticipate the launch of Enterprise Services Planning software tools to support the mechanisms and methods taught in our classes.

What is Enterprise Services Planning (ESP)?

Kanban is now table stakes for many businesses managing enterprise services delivery. They’ve learned that introducing Kanban to their management system has improved service delivery with typical results showing 400% increase in delivery rate, drops in lead time from 50% to 90%+, and significant gains in predictability and on-time delivery, or “due date performance.” The results are so good organizations like to duplicate it – one workflow after another, one service after another. This raises a challenge. Businesses are ecosystems of interdependent services. Kanban isn’t enough on its own. Business struggle with the challenge of managing their portfolios and aligning their activities with their strategy and choosing a strategy that is appropriately aligned with their capability. We see people every day struggle to make decisions and do their jobs with confidence. What should we start next? When do we need to start something to feel confident it will be delivered when we need it? How many activities should we have running in parallel? Do we have capacity to do everything we need to do? If we delay starting something, are we confident the capacity will be available when we need it? How will dependencies affect our ability to deliver?

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The 7 Elements of Enterprise Services Planning

If you are using Kanban to enable your service delivery and improve customer satisfaction then you need Enterprise Services Planning to answer all of these questions. Enterprise Services Planning teaches you how to select things, when to schedule them, which order to sequence them, how to know when and whether there is capacity, how to manage dependencies, how to plan, how to track, and how to know whether your results are good enough or need to be improved.

View my Slideshare Introducing Enterprise Services Planning. This presentation show the history of 10 years of success with Kanban and defines the vision for the future of Kanban as Enterprise Services Planning as “AI for your work.”

Training Curriculum

We broken the extensive Enteprise Services Planning training into modules. Altogether the curriculum provides 5 solid days of training. This can be consumed in a modular fashion. There are four modules that can be taken individually or in combinations.

Module 1 – Portfolio Management (2 days)

Module 2 – Enterprise Services (1 day)

Module 3 – Project & Capacity Planning (1 day)

Module 4 – Portfolios, Programs & Dependencies (1 day)

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Enterprise Service Planning Framework (rel 1.0)

Some recommended combinations:

  • Modules 1 & 2 together are ideal for product managers, business analysts, product owners, and marketing directors
  • Modules 1 & 4 together are ideal for portfolio and program managers
  • Modules 2, 3 & 4 together are ideal for project managers and function managers with responsibilities for delivery
  • An stripped down version of Module 1 focusing on strategy & fitness for purpose would be ideal for senior decision makers

Prerequisites

  • Module 1 requires on information knowledge of Kanban and is ideal for those who haven’t used or experienced Kanban previously
  • Module 2 will work better with participants who have experience with Kanban and have completed the “Getting Started with Kanban” foundation level class. The advanced “Kanban Method” class is an optional prerequisite for Module 2
  • Module 3 requires some background in Kanban and elements from Modules 1 & 2 in order to take the full benefits from the curriculum
  • Module 4 has a 50% overlap with the “Kanban Method” class and will work best for attendees who’ve taken Modules 1 and/or 2

ESP Tools

The future for the use of software with Kanban is advanced ESP tools. ESP tools will feature inference engines that help you answer all these enterprise scale questions: what should we start next?; when should we start something in order to know it will be finished on time?: do we have capacity to do everything we need to do?; if we delay starting something will capacity be available when we need it?; when will it be ready?; if we increase capacity what will that do to the schedule? how will that affect other things in our portfolio? ESP tools are “AI for your work”. I’m excited to see 3 vendors already dedicated to the development of ESP tools. I truly believe that we are looking at the emergence of a major new category of software product. ESP is the way 21st Century businesses will be managed in future.

ESP at Lean Kanban North America

We’re expecting some exciting product announcements at Lean Kanban North America in June this year. Our exhibit area already has 3 vendors lined up to show their ESP software. Each vendor seems to be focusing on slightly different features and aspects ESP. So we can expect to see different inference engine focus in each tool. I’m really excited by this development. I feel that we are finally going to see Kanban software that works the way users need it to work and provides the features that really help plan and deliver work at enterprise scale.

Register now for Miami and don’t miss out on your opportunity to learn about the latest ESP techniques and software tools.