Kanban for Consulting

by gcorey on July 17, 2011

As a consultant on a client site there are client tasks, tasks for my consulting firm and tasks I need to perform as a 1099 consultant.    My firm has a weekly status report that I have to submit and has the following topics:

  • Accomplished this week
  • Not accomplished this week
  • Plans for next week
  • Concerns/Issues

It is tough to remember everything you need to do or what has been done without tracking.  I have tried to-do lists, task lists, etc and they all came up short.   So I took matters in my own hand.

Using OmniGraffle for the Mac I created personal Kanban board to keep up with my weekly status report.   I used  the BPMN 2.0 stencil to make the diagram.   I then exported the diagram as a PNG file and made it my desktop background.

Click to download

Next using Desktop Notes applications to create my Kanban cards I use colors to denote personal, business, and client tasks.   This helps me keep up with what is important and quickly identify repetitive tasks so I can add them to the backlog after I do my status report for the week

If would like to modify it for your own uses I have made the Creoss-Weekly-Kanban OmniGraffle file available.

+Geoff Corey is consultant for Creoss.

Leave a Comment

Previous post: