A Simple Kanban Board for Tracking IT Projects

Administrators often ask the same questions about technology work. What is IT working on right now? Why is my request taking so long? What is coming next? When answers live in emails, hallway conversations and one technician's memory, nobody has a clear picture, and trust suffers on both sides.

A kanban board is a simple fix. It is a visual display of work, organized in columns, that shows at a glance what is waiting, what is in progress and what is finished. It needs no certification and no expensive software. A whiteboard or a free online tool will do.

What a kanban board is

Kanban (the word is Japanese for "signboard") started in manufacturing and spread widely in software and operations. The idea is straightforward: each piece of work is a card, and cards move across columns as the work progresses. Anyone looking at the board can see the state of everything.

The basic columns

Start with four or five columns:

Backlog. Ideas and requests that have been captured but not yet scheduled.

Ready. Work that is approved, understood and ready to start.

In progress. What someone is working on right now.

Waiting. Work that is blocked, for example waiting on a vendor, a purchase approval or a decision.

Done. Completed work, kept visible for a while to show progress.

Add a column for "Review" or "Testing" if your work often needs a second set of eyes before it is closed.

What goes on a card

Keep cards short, but include enough that someone else can understand them:

A clear title, such as "Replace wireless access points on the east hall"

A short description of the goal and why it matters

The person responsible

The requester or sponsor

A target date, if there is one

Any dependencies, such as parts or approvals

A label for category or location, such as security, phones or a specific building

Rules that make the board work

Limit work in progress

The most powerful rule is also the simplest: do not start more than you can finish. If three items are in progress for each person, nothing finishes quickly. Set a limit, such as two items per person, and finish work before pulling in more.

Make blocked work visible

Items stuck waiting for someone are easy to forget. The Waiting column makes the delay obvious and makes it easier to ask for the missing decision or approval.

Separate projects from daily support

Ongoing tickets and one-off projects are different kinds of work. Use your helpdesk system for routine requests and the board for projects and larger tasks. Otherwise the board fills with small items and loses clarity.

Keep it current

A stale board is worse than none. Update it whenever work moves, and review it briefly each week.

Using the board with administrators

The board is as much a communication tool as a management tool.

Share it. Give administrators view access, or print a snapshot for meetings.

Hold a short weekly review. Spend ten or fifteen minutes walking through the columns. What finished? What is stuck? What is next?

Use it to set priorities. When a new request arrives, place it on the board and discuss what it would displace. Priorities become visible trade-offs instead of arguments.

Celebrate progress. The Done column is a record of accomplishments that otherwise go unnoticed.

Choosing a tool

You can start with sticky notes on a wall or whiteboard, which is ideal if everyone is in the same place. For multiple sites or remote staff, an online board is easier. Many project and task tools offer free or low-cost kanban views. Pick something your team will really use, with simple sharing and permissions. Avoid putting passwords, resident information or other sensitive details on cards, particularly in tools hosted outside your organization.

Examples of what to track

An IT board for a healthcare or senior-living organization might include:

Replacing aging computers or network equipment

Rolling out multi-factor authentication

Moving to a new phone or fax system

Onboarding a new building

Updating policies and security documentation

Preparing for an audit or insurance renewal

Common pitfalls

Too many columns. More columns mean more overhead. Keep it simple.

Cards that are too big. Break large projects into pieces that can be finished in days or weeks.

No owner. Every card needs one responsible person.

Getting started

Spend an hour listing everything IT is working on or has promised, and put each item on a card. Sort them into columns. Then hold your first weekly review. Within a few weeks the board will answer most of the questions administrators used to ask by email. UnityCare IT uses simple visual tracking with its clients, and can help your team set up a board that fits the way your organization works.

Related service

An outsourced IT department with proactive maintenance and one number to call.

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