Agile Marketing KANBAN
This is an Agile marketing KanBan board that is used by the marketing team from the first talk with the client on a daily basis until the finish of the project.
This is an Agile marketing KanBan board that is used by the marketing team from the first talk with the client on a daily basis until the finish of the project. This KanBan is meant for one client/one project operation like setting up a web page, digital campaign, organising an event etc.
Step 1: Planning
1.1. Client Brief: Plans, goals & wishes (45 minutes)
This exercise is used for the first briefing with the client about the specific project. It is meant as a support for the briefing interview that the marketing team has at the beginning of the project. You ask the client questions about their goals, expectations, target market, the most important goals and/or wishes and write it down in the sections. We advise that the whole team is present at the first client briefing.
1.2. Client Brief: Decider(s) & budget (15 minutes)
In the briefing interview you also need to get critical information about the decider(s), what is important to them and of course what is the budget for the project. In the Other notes write down anything that the team finds important for the project.
1.3. Task force (15 minutes)*:
Based on the first client briefing, now comes the time that the whole marketing team figures out all the roles that are needed in order to successfully deliver the project on time and with high quality. Based on roles, the team writes down all the tasks that have to be done in order to finish the project successfully. If the relationship with the client is on good grounds, the team defines the Definition of Done with the client. Otherwise, the team defines it alone. The Definition of Done is an agreed-upon set of items that must be completed before a project or user story can be considered complete. It is applied consistently and serves as an official gate separating things from being “in progress” to “done.”When all tasks are written down, make sure to check if some of the tasks are too big to be done in one day and break it down into one-day tasks.
1.4. Priority (15 minutes)*:
After all the tasks are written down, the team decides on the priority of the tasks together with the client or the decision is made by the person that has the most contact with the client. You decide on which tasks are the most important right now and have to be done in the next 14 days? The most important or critical tasks are put on the top of the pyramid, the least at the bottom. The most important tasks can be added also under the pyramid.
Step 2: KanBan (10 minutes):
Team members meet every day for a short Daily stand up, where they answer three questions:Which tasks did I do yesterday?Which tasks will I do today?Am I expecting any problems and where?Discuss about the WIP limit - how many tasks can be waiting for the clients approval. This is to protect the autonomy of the team. Tasks that are Done are put in the Done sections. After 14 days you do a Review: the whole team presents the client what was done, gets feedback and tries to move tasks from Validation into Done. Here you also discuss the Priority pyramid.
Step 3: Retro (12 minutes)*:After the Review and before the next Planning the whole team does a retrospective.
Switch on: What do we have to start doing better? (4 minutes)
Switch off: What do we need to stop doing? (4 minutes)
Status quo: What is ok, we are satisfied with it and we can leave it as it is? (4 minutes)
*Task force, Priority and Retros are done every 14 days.
Start, Stop, Continue Template
Works best for:
Retrospectives, Meetings, Workshops
Giving and receiving feedback can be challenging and intimidating. It’s hard to look back over a quarter or even a week and parse a set of decisions into “positive” and “negative.” The Start Stop Continue framework was created to make it easier to reflect on your team’s recent experiences. The Start Stop Continue template encourages teams to look at specific actions they should start doing, stop doing, and continue doing. Together, collaborators agree on the most important steps to be more productive and successful.
Funding Tracker Template
Works best for:
Kanban Boards, Operations
For many organizations, especially non-profits, funding is their lifeblood—and meeting fundraising goals is a crucial part of carrying out their mission. A funding tracker gives them a powerful, easy-to-use tool for measuring their progress and staying on course. And beyond helping you visualize milestones, this template will give you an effective way to inspire the public to donate, and help you keep track of those donors. It’s especially useful when you have multiple donations coming from a variety of sources.
Kaizen Report Template
Works best for:
Agile Methodology, Operations, Documentation
What makes a great company great? They know that greatness needs to be fostered and maintained — meaning they never stop working to improve. If you’re one of those companies (or aspire to be), a kaizen report is an ideal tool. It creates a simple visual guide to continuous improvement activities on a team, departmental, and organizational level. Using a kaizen report approach, every employee in an organization audits their own processes and understands what they might have overlooked, making this a powerful tool for increasing accountability at all levels.
Lean Change Self-Starter Kit
Works best for:
Agile
The Lean Change Self-Starter Kit is a comprehensive resource for initiating organizational change using Lean principles. It provides tools and templates for assessing readiness, defining change objectives, and planning interventions. This template empowers change agents to navigate complexity, engage stakeholders, and drive meaningful transformation. By promoting adaptability and experimentation, the Lean Change Self-Starter Kit enables organizations to embrace change as a competitive advantage and achieve sustainable growth.
Empathy Map Template
Works best for:
Market Research, User Experience, Mapping
Attracting new users, compelling them to try your product, and turning them into loyal customers—it all starts with understanding them. An empathy map is a tool that leads to that understanding, by giving you space to articulate everything you know about your customers, including their needs, expectations, and decision-making drivers. That way you’ll be able to challenge your assumptions and identify the gaps in your knowledge. Our template lets you easily create an empathy map divided into four key squares—what your customers Say, Think, Do, and Feel.
The 4-Step Retrospective
Works best for:
Retrospectives, Agile Methodology, Meetings
The 4-Step Retrospective template offers a simple yet effective framework for conducting retrospectives. It provides steps for reflecting on what went well, what didn't go well, what could be improved, and action planning. This template enables teams to systematically review past iterations, identify areas for growth, and implement actionable improvements. By promoting a structured approach to reflection and improvement, the 4-Step Retrospective empowers teams to drive continuous learning and enhancement effectively.