The

Value
Stream
Mapping
Workbook
Worksheets
Contents
The Value Stream Mapping Workbook Worksheets ................................................................................................... 1
The Value Stream Mapping Workshop Worksheets Overview.......................................................................................... 2
Value Streams .................................................................................................................................................................... 3
Prior Work – What is currently available? ......................................................................................................................... 4
What Do We Care About – Understanding scope and boundaries ................................................................................... 5
Measuring Outcomes ......................................................................................................................................................... 6
Engagement – The Net Promoter Score ............................................................................................................................ 8
Modelling for Analysis ........................................................................................................................................................ 7
Your Capacity Model .......................................................................................................................................................... 8
Allocations – Resource Implications for Planning ............................................................................................................ 10

Copyright © 2018-2020 Jack Maher, LLC – all rights reserved.

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The Value Stream Mapping Workshop Worksheets Overview:

• Evaluating Current State & Thinking About Future State
o Value Stream Maps
o Value Stream Mapping
o Value Stream Measurement & Monitoring
o Value Stream Management

• Prior Work – What is currently available

o Customer Journeys
o Organizational Charts
o Quality Certifications (e.g. ISO9000, CMMI)
o PMOs and Software Pipelines

• What Do We Care About – Understanding scope and boundaries

o What is our Why
o Our Golden Circle
o Core Mission and Defining Values
o Vision
o Servant Leadership

• Measuring Outcomes
o Objectives & Key Results
o Telemetry & SLOs/SLIs (but no more SLAs)
o Visibility & Transparency

• Engagement – The Net Promoter Score

o Something bigger
o Part of something
o Contributing meaningfully

• Modelling for Analysis

o How does your machine work
o Inputs, Outputs, Effort, Duration
o % Complete & Accurate
o Telemetry

• Your Capacity Model

o What is possible
o WIP & Flow
o Empowerment & Experimentation

• Allocations – Resource Implications for Planning

o Prioritization of resources
o Realistic resourcing in alignment with desired outcomes and defining values
o Data driven decision making

©2020 copyright Jack Maher LLC licensed to Standing On Shoulders® & Global Lynx® for webinar attendee use only
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Value Streams
Evaluating Current State & Thinking About Future State

“Of what value, to whom?” - Carmen DeArdo

o Value Streams
▪ From the perspective of the receiver, what value do you deliver?
▪ Who are your most valuable receivers?
▪ Economics are based on the flow and exchange of value for value
• Value Provided_ (product, service, information) ______________________________

• Value Received_ ($, ego, credit) __________________________________________

o Value Stream Map – The Garden Hose flowing liquid gold into your checking account
• Demonstrates current state flow of value from beginning (demand) through fulfillment and product lifecycle.
o Creating and Delivering Value Activities
o Workflow and Transitions
o Information and Measurements
• Value – Provides data about where flow can be optimized via waste reduction and flow acceleration.
• Check it Out – Automated discovery - Tauruseer

o Value Stream Mapping – Looking at Maps (topographical, highways, naval)

▪ Represents the current state of flow of value through creation and delivery processes.
▪ Used to determine the best ways to improve the flow of value by focusing on current constraint(s).
▪ Identifies connections and flows of value with identified measurements and metrics

o Value Stream Measurement & Monitoring – Identification and Communication of Important Information
▪ Understanding of current state operations, and meaningful feedback for current conditions
▪ Aggregation of environment and flow data into dashboards enable real time management of business logic
and processes.

o Value Stream Management – Using the data and information to make business decisions
▪ Data driven optimization of the System
o Systems Thinking
o Feedback Loops
o Wait States, Work In Progress, Outcomes

Value Delivered Defining Values

What: Whom:
• • 1)
• • 2)

• • 3)

• • 4)

• • 5)

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Prior Work – What is currently available?

This is a scavenger hunt, with clues and connections to be discovered. You won’t need or have all of these, but here’s
a great list to get you started.

a. Customer Journeys, Persona(s)

- Marketing

___________________________________________________________________________________________
- User Experience

___________________________________________________________________________________________
- ‘Digital’ leadership (aka Omnichannel, et al), IT (Testing, Product Owners, Shared Services)

___________________________________________________________________________________________

b. Organizational Charts
- Human Resources

___________________________________________________________________________________________
- Associate Organizations

___________________________________________________________________________________________
- Workflow & Social Applications

___________________________________________________________________________________________

c. Quality Certifications
- ISO9000. Etc.

___________________________________________________________________________________________
- CMMI, etc.

___________________________________________________________________________________________

d. PMOs and Software Pipelines

___________________________________________________________________________________________
e. ChatOps, Social, and Tribal Systems

___________________________________________________________________________________________
f. Technology Architecture & Engineering

___________________________________________________________________________________________
g. IT Operations (SREs, ITIL, Security)

©2020 copyright Jack Maher LLC licensed to Standing On Shoulders® & Global Lynx® for webinar attendee use only
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What Do We Care About – Understanding scope and boundaries

What is our Why - Our Golden Circle - What is Your Why

• Why do we exist?

_________________________________________________________________________________
• What happens if we stop?

___________________________________________________________________________________________
• What make us different?

____________________________________________________________________________________________

o Core Mission and Defining Values

▪ This is the most important thing we do!

___________________________________________________________________________________________

▪ Defining values – we hold these as dear.

___________________________________________________________________________________________

▪ Criteria for prioritization – how do we evaluate “better”?

___________________________________________________________________________________________

o Vision
▪ Have it: _____________________________________________________________________________

▪ See It, paint a picture – what does it look like? ______________________________________________

▪ Share It far and wide.___________________________________ ________________________________

o Servant Leadership
▪ What is Servant Leadership?

___________________________________________________________________________________________

▪ Formal versus Informal Leadership

___________________________________________________________________________________________

o Discussion: Generative, Team, Mission – what’s the big deal?

©2020 copyright Jack Maher LLC licensed to Standing On Shoulders® & Global Lynx® for webinar attendee use only
 Important Notes: 6

Measuring Outcomes
o Outcomes
▪ Objectives & Key Results
Core Mission:___________________________________ _________________________________________

Defining Value Manifestation:__________________________ ____________________________________

▪ Measurements & Metrics

Current KPIs vs. Outcomes_________________________________________________________________

Measurement Capabilities_________________________________________________________________

Retro Revivals? _________________________________________________________________________

▪ Key Performance Indicators

Objective Data __________________________________________________________________________

Data Relationships _______________________________________________________________________

Data Quality & Availability _________________________________________________________________

o Telemetry & SLOs/SLIs (but no more SLAs)

▪ Service Indicators
Services Provided________________________________________________________________________

Quality Promises________________________________________________________________________

Expectations___________________________________________________________________________

▪ Error Budget & Improvement

Do you currently have an Error Budget?__ ____________________________________________________

If so, how often do you exceed your error budget?_______ _______________ _______________________

Improvement is measured by______________________________________________________________

o Visibility & Transparency

▪ External Security Requirements – See Legal, See Security
▪ Internal Security Requirements
• Physical
• Operational
• Information / Cyber

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Modelling for Analysis

Identifying and representing the way your organization and processes work is essential. Here we’ll identify the
processes and begin to decompose to best represent how we work and what we expect.

• How does your machine (organization) work?

o Draw your flow, start to finish
▪ Where does it begin for you?
▪ Who is involved?
o Input(s) => PPT => Output(s)
▪ For each team/group/component/subassembly
• What is necessary to start? (Input)_______________________________________

• What is the expected result? (Output)______ _______________________________

• What is needed to accomplish?
o People (roles, skills)

_________________________________________________________________________________

o Process (capabilities necessary, steps executed)

_________________________________________________________________________________
o Technology (tools, software, systems, etc.)

_________________________________________________________________________________
o Constraints, Limitations, & Wait States
_________________________________________________________________________________

• Inputs, Outputs, Effort, Duration

o Process as Microservice Input(s)
o Inputs & Outputs connect via APIs
o Culture & Process Definition
▪ Level of Prescription
Transparency & Collaboration
Technology
o Architecture as Development People Process
• Connections & Flow
o Lead time, Takt Time, Effort, Duration
o Flow
• % Complete & Accurate Output(s
o Garbage in… )
o Getting the whole picture Download 1 - Determinist Process Design Standard Work
– http://bit.ly/Tens-Perspective
o Avoiding Local Optimization – Systems Thinking & Feedback Loops

(See e-mail or chat window in webinar for file or download instructions, download the DPD Standard Work template
here: https://bit.ly/DPDstandardWork or e-mail us at [email protected]

©2020 copyright Jack Maher LLC licensed to Standing On Shoulders® & Global Lynx® for webinar attendee use only
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Engagement – The Net Promoter Score

Simple measurement that gets right to the point. Would you recommend a friend or family member?

https://www.surveymonkey.com/mp/net-promoter-score-calculation/

o Part of something
▪ Who are we? What are we about? What is our culture and environment?

o Psychological Safety – Respect & Humility

▪ Feasibility & Sustainability

o Contributing meaningfully
▪ I see where I fit in, I bring value to the team

================= ================= ================= =================

EXTRA CREDIT

There is a special chemistry in many cases with teams that comprise a mixture of Gen Z, military veterans, and
millennials. There are some surprising overlapping and intersecting behavioral elements that tend to create a
symbiotic synergy of populations that tend to identify with causes and teams. Veterans tend to become more leader
oriented with focus on mission and team. The other groups likewise tend to be cause oriented and are comfortable
in collaborative and transparent environments. Collectively the groups tend to share sufficient overlap and
difference to quickly become a cohesive team in a supportive environment.

©2020 copyright Jack Maher LLC licensed to Standing On Shoulders® & Global Lynx® for webinar attendee use only
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Your Capacity Model

WIP, headroom, and psychological safety

o What is possible
o Ceremony & Administration
o Defined Terms & Conditions
o Cultural Norms & Expectations
Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Sprint 6 Sprint 7 Sprint 8 Sprint 9 9 team members
10 10 10 10 10 10 10 10 10 90 days

Team Ops / Sprint Hours Members Planned Organizational / Quarter Hours Members Planned
Sprint Planning 8 9 72 Big Room Planning 16 9 144
3 Amigos 8 3 24 HR / Administration 6 9 54
Standups 2 9 18 PTO & Holidays 16 9 144
Board Maint 2 9 18 Training /Collective 8 9 72
Retros 2 9 18 hours consumed 414
Social & Cross Train 4 9 36
R&D / Spike 4 4 16
202 hours consumed
Time Available x 9 Sprints
9 Sprints 1818 Team Ops Hours/Quarter Organization Ops Hours/Qtr 414
10 Days
8 hours / day
9 team members
6480 Hours Max minus 1818 Team Ops minus 414 Org Ops equals 4248 Production Capacity
5.24 Hours / day anticipated
Figure A - Capacity Model

• WIP & Flow – Knowing ALL work in progress is critical

o Planned Work
o Unplanned Work
o Administrative & Hygiene Work
o Multi-Tasking, Time-Slicing, and Insanity
o Kanban WIP Limits

• Empowerment & Experimentation

o Enablement to Empowerment to Engagement
o Culture or Continual Experimentation & Learning
▪ Do I really need to experiment on
everything? Where do we draw the line?
▪ The Hypothesis log
o RUN THE EXPERIMENT
▪ What is your current WIP inventory? Figure B - Context Switching Loss
ACTIVITY - Log It – Daily Excel log –
“BillableTime.xltx”

See e-mail or chat window in webinar for file or download instructions, or download the Excel files here:

https://bit.ly/CapacityTemplate or https://bit.ly/GetBillableTime

or e-mail us at [email protected]

©2020 copyright Jack Maher LLC licensed to Standing On Shoulders® & Global Lynx® for webinar attendee use only
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Allocations – Resource Implications for Planning

Senior Leadership buy-in is essential. If leadership isn’t 100% in and leading, don’t bother.

• Outcome Expectations & Confidence

Our most meaningful outcome is ____________________________________________________________

Our most meaningful stakeholder is __________________________________________________________

Why do we do this ________________________________________________________________________

• Prioritization of resources

Organizational Mission => Defining Values => Capabilities => Key Objectives and Outcome Results
Regulatory, oversight, and budget / fiscal execution

❖ Resourcing
o CapEx
o OpEx
o Liquidity & Elasticity
o Regulatory, Oversight, and Transparency

❖ Relative Value in Cost Analysis (Including Opportunity Cost)

o Cost / Benefit Analysis
o Return On Investment and Min IRR
o Opportunity Cost Analysis

• Realistic resourcing in alignment with desired outcomes and defining values

• Data driven decision making

o Data

o Outcome Criteria

o Monitoring & Process Control

o Prioritization & Logic for Decisions

▪ Alignment with Core Mission – Value delivered
▪ Delivery consistent with Defining Values

©2020 copyright Jack Maher LLC licensed to Standing On Shoulders® & Global Lynx® for webinar attendee use only