Establish practice
Define cadence, owner, participation, and success signals for a recurring team practice.
Establish the practice
Define cadence, owner, participation, and success signals so the method works as a recurring team practice.
Variant for Operating practice. The plan is derived from method form, method steps, and runsheet.
RunsheetAn operating practice works through repetition. The cadence should be small enough to hold reliably.
The steps describe one repetition and are adjusted after review.
- 1
Phase 1: Select signals
45 minDefine at most seven signals that should trigger daily decisions. Note source, thresholds, and desired reaction per signal. What triggers no reaction does not belong on the board.
OwnerBoards with 20+ signals are not read. If a signal triggers no reaction, it is decoration. Test: what happens when it turns red? - 2
Phase 2: Design layout
30 minAllocate board areas to signals: left status, center deviations, right actions. Fix zoning with tape. Define labeling standard.
TeamMake layout readable from 3 m distance. If letters are too small, the board will be ignored. Less content, more visibility. - 3
Phase 3: Pilot operation
1 weekRun daily update with the team. Check update time, ownership, and rule clarity. Question or remove what is not updated.
TeamA board showing gaps after 3 days has wrong signals or wrong owner. Better adjust in pilot than quietly decay after 4 weeks. - 4
Phase 4: Daily stand at board
10 min/dayDaily meeting at the board instead of table. Sequence: status, deviations, actions. Every deviation gets owner and target date. No discussions, only decisions.
TeamIf daily takes longer than 15 min, it is a status round, not a standup. Move detail discussions to the end. - 5
Phase 5: Monthly board review
30 min/monthWhich signals triggered actions, which did not. Remove dead signals, add missing ones. Sharpen labeling and update rules.
TeamBoards decay without maintenance. Anyone setting up a board without reviewing it has a dead display in 3 months.
Practice Charter
Copyable charter with purpose, cadence, owner, participation, flow, success signals, and review.
practice-charter.md
Practice Charter: Visual Management
Purpose
The method helps clarify workflows, data, causes, and improvements concretely. It identifies patterns, causes, bottlenecks, or constraints and derives actions. The outcome is captured as a visual board, status indicators, and exception cues.
Cadence
weekly
Owner and Participation
- Owner: open
- Participants: 1-20
- Mode: synchronous
Flow per Iteration
- Phase 1: Select signals (45 min) Define at most seven signals that should trigger daily decisions. Note source, thresholds, and desired reaction per signal. What triggers no reaction does not belong on the board.
- Phase 2: Design layout (30 min) Allocate board areas to signals: left status, center deviations, right actions. Fix zoning with tape. Define labeling standard.
- Phase 3: Pilot operation (1 week) Run daily update with the team. Check update time, ownership, and rule clarity. Question or remove what is not updated.
- Phase 4: Daily stand at board (10 min/day) Daily meeting at the board instead of table. Sequence: status, deviations, actions. Every deviation gets owner and target date. No discussions, only decisions.
- Phase 5: Monthly board review (30 min/month) Which signals triggered actions, which did not. Remove dead signals, add missing ones. Sharpen labeling and update rules.
Success Signals
Visual Board, Status Indicators, Exception Cues
Review
4 weeks