PSK-I Part E: Kanban Core
This is Part E of the PSK-I Exam Prep series. It covers the Kanban Guide for Scrum Teams in depth โ from the official definition through the four practices, Definition of Workflow, WIP limits, and pull systems.
E1. The Definition of Kanban (parsed)
The official definition from the Kanban Guide for Scrum Teams:
Kanban is a strategy for optimising the flow of value through a process that uses a visual, work-in-progress-limited pull system.
Parsed word by word.
| Term | What it means |
|---|---|
| Flow of value | Optimises the movement of value (work items) through the system, not individual busyness |
| Visual | The workflow is made transparent โ commonly a board |
| Work-in-progress-limited | The team caps how many items are in progress at once |
| Pull system | Work advances by being pulled when capacity exists, not pushed to keep people busy |
Why it matters. Optimising flow improves a process’s efficiency, effectiveness, and predictability. The flow lens enhances and complements Scrum’s empiricism โ it doesn’t replace it.
Misconception to avoid. “Kanban is a board” / “a separate process” / “a methodology with roles.” It is a strategy layered onto Scrum.
Worked example. A team says “we do Kanban โ here’s our board.” A board is only the visualisation part. Real Kanban also requires WIP limits and the resulting pull system working toward flow; the board alone isn’t “Kanban.”
How questions come.
- “Which best describes what Kanban is?” โ a strategy for optimising flow via a visual, WIP-limited pull system. Trap: “a board,” “a process that replaces events,” “a method with its own roles.”
- “What is the goal of Kanban?” โ optimise the flow of value.
E2. Relation to Scrum (“Scrum is still Scrum”)
The key claim. The Kanban Guide for Scrum Teams does not replace or discount any part of the Scrum Guide; the Scrum Guide applies in its entirety. Kanban adds complementary practices โ not roles, events, or artifacts.
What stays exactly the same.
- Three accountabilities (PO, SM, Developers) โ no “Kanban Master”
- Five events (Sprint, Planning, Daily Scrum, Review, Retro) โ no new “flow meeting”
- Three artifacts (Product Backlog, Sprint Backlog, Increment) โ no new “flow artifact”
Misconceptions / traps. A “Kanban Master,” a new “flow” event, a new artifact, or “drop the Sprint for continuous flow” โ all wrong.
Worked example. A team proposes adding a “Flow Master” to own WIP limits. Wrong on two counts: Kanban adds no role, and WIP limits belong to the self-managing Scrum Team, not a new owner.
How questions come.
- “Adding Kanban changes the number of accountabilities to ___.” โ still three.
- “A team adds a ‘Kanban Master.’” โ wrong; Kanban adds no role.
- “Does the Kanban Guide replace parts of the Scrum Guide?” โ No โ the Scrum Guide applies in full.
- Tie-breaker: between two options, prefer the one that keeps Scrum intact.
E3. The Four Practices
The four practices are enabled by the Definition of Workflow and owned by the self-managing Scrum Team.
Practice 1: Visualization of the Workflow
Make the flow of work transparent โ states, items, policies, WIP limits, and the SLE. A board is the common tool but not required. Purpose: surface bottlenecks, blocked items, and aging work.
Practice 2: Limiting Work in Progress (WIP)
Explicitly cap in-progress items. This is what creates the pull system and concentrates the team โ directly reinforcing the Scrum value of Focus. The Sprint itself is a coarse form of limiting WIP.
Practice 3: Active Management of Work Items in Progress
Continuously attend to in-progress work โ unblock blocked items, watch aging against the SLE, relieve bottlenecks, keep value flowing. This is the team managing flow, not managers assigning tasks.
Practice 4: Inspecting and Adapting the Definition of Workflow
Regularly improve the workflow itself โ typically at the Retrospective, though it can be changed at any time. This is the empirical loop applied to how the team works.
Critical relationship. A pull system is a consequence of limiting WIP โ not a fifth practice. This distinction comes up directly on the exam.
Misconception to avoid. Treating “pull system,” “story-point estimation,” or “a flow meeting” as one of the four practices.
How questions come.
- “Which is one of the four Kanban practices?” โ one of: visualise / limit WIP / actively manage / inspect-adapt the DoW.
- “Is a pull system one of the four practices?” โ No โ it’s a consequence of limiting WIP.
- “Select the two practices.” (multi-answer) โ any two from the four above.
E4. Definition of Workflow (DoW)
What it is. The Scrum Team’s explicit, shared understanding of the policies it uses to apply the Kanban practices. The team creates and owns it.
Elements (each must be explicit).
| Element | Notes |
|---|---|
| Work item types | Optional but often useful to distinguish item kinds |
| Defined “started” and “finished” points | At least one of each; the four flow metrics apply to each span |
| Workflow states / steps | Between started and finished |
| Explicit policies for limiting WIP | Where and how WIP is capped |
| Explicit pull policies | Conditions under which an item may move to the next state |
| A Service Level Expectation (SLE) |
Why it matters. Without a shared definition of “started” and “finished,” flow data is inconsistent and metrics are meaningless. The DoW makes the practices and metrics reliable and transparent.
DoW vs Definition of Done. The DoW complements the DoD โ it can extend it but never replaces it. The DoD still fully applies.
Misconception to avoid. “DoW replaces or makes the DoD optional.” “A coach/manager owns the DoW.” Both wrong.
Worked example. A team disagrees about when a card is “started” โ when it’s pulled into a column, or when coding begins. They resolve it by defining the ‘started’ point explicitly in the DoW, so Work Item Age and Cycle Time are measured consistently.
How questions come.
- “Who creates/owns the Definition of Workflow?” โ the Scrum Team.
- “What must the DoW make explicit?” โ how WIP is limited (also started/finished points, policies, SLE).
- “DoW vs DoD?” โ complements / may extend, never replaces.
E5. Limiting WIP โ WIP vs WIP Limit
Two different things people consistently confuse:
- WIP (the metric): the count of items started but not finished.
- WIP limit (the policy): a constraint / maximum the team sets to shape flow and reduce actual WIP.
How a WIP limit works.
- It is a maximum, not a target and not a minimum.
- Reaching it is a signal to stop starting and finish (swarm) in-progress work โ not to raise the limit.
- Limiting WIP creates pull: capping what can be in-flight means new work enters only when capacity frees up.
The anti-pattern. Raising WIP to keep people “busy” โ more multitasking and handoffs โ longer cycle time with no throughput gain. Idle time may instead signal a bottleneck to swarm on.
Link to Little’s Law. Holding throughput steady, lower WIP โ lower cycle time.
Worked example. The Test column (limit 3) is full, so a Developer can’t pull a 4th item. Correct response: help finish a Test item (swarm), not bump the limit to 4 or start something new upstream. The full column is a signal, not a failure.
How questions come.
- “A WIP limit is best described asโฆ” โ a maximum number of items allowed at once.
- “WIP limit reached, can’t pull new work โ do what?” โ swarm to finish in-progress work.
- “Increase WIP to raise throughput?” โ wrong (lengthens cycle time).
E6. Pull Systems & Explicit Policies
What a pull system is. An item advances to the next state only when that state has capacity (within its WIP limit) and the explicit pull policy is satisfied โ the downstream draws work, rather than upstream pushing it.
Explicit pull policies state the concrete, checkable conditions for movement. They make the system transparent and cut ad-hoc decisions.
Good vs bad policy example.
| “Be productive at all times” | Vague โ states no checkable condition. Not a real policy. |
| “Pull to Review only when Review has < 2 items and all tests pass” | Concrete conditions, capacity-aware. This is a proper explicit pull policy. |
Misconception to avoid. “Push work forward to keep everyone busy” is the opposite of pull. High utilisation isn’t the goal โ flow is.
How questions come.
- “What triggers an item to move in a pull system?” โ downstream capacity within WIP limits (and the pull policy being met).
- “Which is an example of an explicit pull policy?” โ the one stating concrete, checkable conditions.
- “Pull vs push?” โ pull = draw on capacity; push = keep busy.
Next: Part F โ Flow Metrics & Forecasting โ the four metrics, Little’s Law, all four charts in depth, the SLE, and Monte Carlo forecasting.