Kanban Boards: The Secret to Running Strategy Meetings

Ted Jackson

Co-Founder & Alabama Native

Ted is a Founder and Managing Partner of ClearPoint Strategy and leads the sales and marketing teams.

Gone are the days of whiteboards and Post-It notes!

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Ever been in an unproductive management meeting?

Management time, the most expensive labor on an hourly basis, is often wasted in meetings where nothing gets accomplished. Conventional methods tend to be redundant, unengaging, and lead to a lack of progress toward strategic goals. Investments in time and capital aren't strategy-focused, with projects frequently started, but rarely concluded effectively, leading to continuous, unfocused efforts that do not yield significant results. Worse – fact-based decisions aren’t being made. Instead, decisions are often based on gut instincts and entrenched preconceptions.

The ability to conduct effective strategy meetings is crucial.

I’d like to make the case for integrating Kanban Boards into strategy meetings, as they can significantly improve how tasks are managed, tracked, and executed. The approach ensures better alignment, accountability, and ownership across teams, and provides a meeting structure (for our visual learners).

A Kanban board is a visual management tool that helps teams monitor their work as it progresses through various stages. Originating in Japan at Toyota's production plants, Kanban boards have been widely adopted across different business processes, including strategy management. These boards feature columns representing stages of task completion, such as "Planning," "In Progress," "Review," and "Completed." Tasks are visualized as cards that move from one column to the next, illustrating workflow progression. Keep reading to see how you can incorporate Kanban boards into your regular management meetings.

Benefits of Kanban Boards in Strategy Meetings

Kanban Board benefits

Utilizing Kanban boards in strategy meetings can offer several advantages:

  • Visibility: Team members can view the status of tasks, reducing the frequency of update meetings.
  • Coordination: Identifying and addressing bottlenecks is simpler, facilitating smoother transitions in the workflow.
  • Efficiency in Meetings: Focus on critical items that require attention, optimizing the use of time and expediting decision-making processes.
  • Accountability: Clear assignment of tasks to individuals enhances responsibility and encourages ownership.
  • Adaptability: Teams can modify their strategies based on timely feedback and developments, even between regular planning cycles.

Implementing Kanban Boards in Strategy Meetings

Using Kanban boards to run your strategy meetings could look like this:

Step 1: Set Up Your Kanban Board

Define the stages of your task workflow relevant to your strategic processes. Customize your board to mirror the specific steps your team undertakes.

Step 2: Populate the Board

Add tasks or initiatives as cards, placing them in the appropriate initial columns. Each card should have a detailed description, an assigned team member, and a deadline to ensure clarity regarding responsibilities and expectations.

Step 3: Use the Board in Strategy Meetings

Use the Kanban board as the focal point during strategy meetings. Discuss cards that are in crucial stages or at risk of delay. Tackle potential obstacles collectively and adjust the board as decisions are made.

Step 4: Regular Updates

Maintain the accuracy of the board by updating it after (or during!) each meeting to reflect any progress or changes discussed. This practice ensures the board remains a reliable source of information on project status.

Kanban boards are versatile tools that go beyond auto production uses to aid in the execution of your strategic plan. These boards provide a visual overview of tasks, facilitating better team alignment, clear accountability, and strong ownership. In strategy meetings, where timely and decisive action is critical, Kanban boards prove exceptionally useful.

The more actionable your strategy sessions, the more effective your strategy execution.

Incorporating Kanban boards into your management meetings will transform them from static discussions to dynamic, meaningful engagements that result in organizational success. Equip your team with this visual tool, and witness your workflow and project management soar.