Category Archives: Kanban & Lean

Posts related to Kanban and Lean methodology.

How to manage your YouTube video production

For folks that need to manage production of YouTube videos, we have a helpful template that will set up your Task Board in minutes:

Screenshot showing template for YouTube video production
Click to view this Template

The workflow itself is simple: To DoResearchingRecordingEditingDesigning GraphicsScheduledDone.

We have included useful links and suggestions in the first column to help you if you are new to YouTube video production.  Here’s an example, on how to produce a video description:

Screenshot showing example resource card
YouTube Resources Example

Check it out and let us know if we can improve it.

How to create a Branding Framework, Netflix-style

For our marketing users we have created a new template: how to create a Branding Framework for your company or product, in the way that Netflix does.

Screenshot showing template for creating a Branding Framework
Click to view this template

To give credit where it’s due, this template has been adapted from The Three Tools Netflix Used to Build Its World-Class Brand | First Round Review, where Gibson Biddle talks about how this framework was used at Netflix for their branding strategy.

What do you need to achieve for branding? Well, Gibson believes it requires answering three questions about your company:

  1. What is it? Be descriptive.
  2. What are the customer benefits? How does it improve customers’ lives?
  3. What is its personality? If your product, company or service was human and you met at a cocktail party, how would you describe him/her?
When using this template to answer these three questions, make sure you:
  1. Bring in as many people from across the company when you do your positioning, to get as many perspective as possible.
  2. Be succinct and clear, to the point where a middle-school student could understand what you are saying.
  3. Limit yourself to three words.
  4. Avoid fuzzy words.
  5. Create a personality for your company.
  6. Own a specific word in your company’s mind.
The first three steps, identified as tasks in the Getting Started column on this template, are:
  1. Understanding what is a brand.

    A brand is the unique story that consumers recall when they think of you.

  2. Understanding what is a branding pyramid

    Screenshot showing the Branding Pyramid

  3. Understanding the concept summary

    The concept summary takes all of the thinking from your positioning model, branding pyramid and internal discussions about what your company wants to be when it grows up — and reduces it to one paragraph.

The template walks you through the process, step-by-step:

Screenshot showing details of Branding Framework

The next time you need to do a branding exercise for your company or product, use this template. And let us know if we need to improve it.

How to manage a Grant Pipeline for Nonprofits

A large number of our users are from small nonprofits (and they get free use of Kerika under our Academic & Nonprofit Plan!) and to help these folks manage their grant pipeline better we have create a new template that’s available to everyone:

Screenshot showing Grant Pipeline template
Click to view this template

This simple, yet very flexible, template lets your nonprofit team track all the grant opportunities that are out there, and make sure they get attended to as they go through the process: ProspectQualified LeadPrepare Grant ApplicationAwait Response.

As the possible grants move through the process, for each opportunity you need to track at least this information:

  1. Name and contact details for donor.
  2. Organization (include specific department or program office if you are dealing with a foundation).
  3. Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
  4. Likelihood of donation: this is something that you update as the task moves through the process.
  5. Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
  6. Expected Date: when you think the donor might make a decision.
  7. Fiscal Year: which fiscal year the grant will come in, for your nonprofit.

Not all of this will be available in the Prospect stage, but it needs to be gathered in the Qualified Lead stage for sure: otherwise, your lead isn’t really qualified, and you are not going to be in a good position to win that grant.

Creating this, and other templates for nonprofits, are all part of our “social good” mission.

Check it out and let us know if we can improve it.

How to organize a Campaign Photoshoot

We have a new template for folks that need to organize a marketing campaign photoshoot, or any other professional business photoshoot:

Screenshot showing the Campaign Photoshoot template
Click to view the template

The template contains a step-by-step guide, with each task laid out as a separate card on a Task Board. Here’s an example of a task:

Screenshot showing an example task from this template
Example Task

As you can see, this template contains not just a list of tasks, but also useful links for folks who are doing this for the first time.

Cards also contain a checklist of subtasks, where appropriate:

Screenshot showing the checklist of subtasks
Example Checklist

Check this out, and let us know if it needs improving!

Some improvements for Task Auto-Numbering

We got feedback from some users after our last big release on how we could improve the user experience for folks who like to use the auto-numbering feature for Task Boards, and we have made these changes:

When you open a task, it’s number is shown (but can’t, of course, be edited)

Screenshot showing the Task Details dialog with numbering turned on
Editing a Numbered Task

You can now search for a numbered task simply by typing “#number” in the Search box

Screenshot showing how search by task number works
Search by Number

A more space-efficient layout for Task Boards

We have redesigned the Task/Card details dialog to provide a more space-efficient layout, so you can see more of what you need without having to scroll:

Screenshot showing the Task Details dialog
Task Details

What used to be vertical tabs for Details, Chat, etc., is now a compact horizontal tab; this frees up a lot of space to see the details of the tags.

The other big change we made is to make the Priority setting separate from other Tags:

Screenshot highlighting position of Task Priority field
Task Priority flag

Clicking on the star will bring up your task priority options:

Screenshot showing possible values for Task Priority
Task Priority

Moving entire columns of tasks (cards)

We have added a new function to let Board Admins and Team Members move an entire column of tasks (cards) with a single action, within a single board or across multiple boards in the same account.

The function can be accessed by from the  menu that appears as a pop-up when you click on the dots on the top of each column, as well as when you use the right-click mouse action on any cards:

Screenshot showing the Task Options menu
Move entire column

If you choose the Move to another column action, a pop-up dialog appears that lets you choose the column you want to move these cards to:

Screenshot showing the Move to Another Column dialog
Move to another column

If you choose the Move to another board action, a new dialog appears that lets you choose the board where you want these tasks to go to:

Screenshot showing moving cards from one board to another
Move to another board

After selecting a destination board, you can then pick the exact location of the column you are moving, relative to the columns that are already on that board.

And, as you can see, from the screenshot, you are also able to move columns from boards in one account to another account where you are also an Account Member.