{"id":801,"date":"2020-11-05T20:47:01","date_gmt":"2020-11-05T20:47:01","guid":{"rendered":"https:\/\/opentextbc.ca\/workinggroupguide\/?post_type=back-matter&p=801"},"modified":"2020-11-24T20:57:53","modified_gmt":"2020-11-24T20:57:53","slug":"kanban-and-project-management","status":"publish","type":"back-matter","link":"https:\/\/opentextbc.ca\/workinggroupguide\/back-matter\/kanban-and-project-management\/","title":{"raw":"Appendix 8: Kanban and Project Management","rendered":"Appendix 8: Kanban and Project Management"},"content":{"raw":"At first glance, it might seem that the fields of project management and sales and marketing do not mix with the world of open education. Profit and the social justice origins of open education may seem like oil and water, yet process and messaging have an important role to play in open education. Open education also has its roots in the open source movement commonly associated with the software industry, where project management tools are well used. This chapter describes Kanban, a common project management tool, and how it might be used in conjunction with sales and marketing strategies to further advance open education at an institution.\r\n

Kanban<\/h1>\r\nKanban is both a project management tool and a workflow management tool. It has its origins in the automotive industry (see the Toyota Production System<\/a>) in Japan. The word \"kanban\" \u2014 Japanese for \"signboard\" or \"billboard\" \u2014 is intended as a visual, real-time information system. At the most basic level, it tracks workflow using task cards in three columns: To Do, In Progress, and Done. As tasks progress, they can be moved from one column to the next, allowing for clear communication with all involved in the project.\r\n\r\nOpen education working groups can use Kanban to better focus and coordinate their work by allowing individuals access to a shared Kanban board, so everyone knows who is working on what and what stage they are at in the process. This online tool also minimizes time and geography barriers, factors that often affect open education working groups.\r\n\r\nThere are several Kanban tools available. One that is free and open source is called Wekan<\/a>, which is available as an app on the Opensource Apps for Educators<\/a> section of the\u00a0OpenETC<\/a> site. A group of B.C. educators, technologists, and instructional designers support this app framework hosted on BCNET EduCloud<\/a>. A free account must be created to access the Wekan app, along with more than 50 other apps. The proprietary version from Microsoft 365 comes with a planner, which is great for integration with Calendar and Teams.\r\n

Kanban and the Sales Pipeline<\/h1>\r\nIn sales customer relationship management systems, the stages of a sale are collectively called a pipeline. Open education advocacy work has some similarity to sales, because in the end, faculty must switch products \u2014 in this case, from a publisher resource to an open educational resource (OER). There is often a journey to convince faculty to go from using a publisher resource to an open resource, and this movement can be tracked using a Kanban board. To assist with identifying where faculty are on adopting, creating, or promoting open education, this open pipeline is suggested:\r\n