Enterprise Services Planning (Expert Track)

Master the ESP framework and become an ESPP with the expert track.

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  • Description

    Enterprise Services Planning (ESP) is a framework of tools that leaders of 21st Century knowledge-work enterprises can apply to their strategic and capacity planning. ESP is often described as the equivalent of MRP for a professional services business. Such businesses employ many educated professionals, who think for a living, perform largely invisible work, and deliver mostly intangible products and services to customers

    Such businesses are increasingly exposed to VUCA - the conditions of volatility, uncertainty, complexity, and ambiguity. It is often futile, under such conditions, to plan specific results, deliverables, and milestones. The VUCA reality quickly tosses such plans out of the window. Does this sound like your enterprise? ESP can help! What you can do is, plan the capacity of your services to sense, respond and deliver the right levels of service that meet customers' purpose. You can plan the mechanisms of feedback to keep your network of services balanced and capable to execute your strategy. You can plan to avoid risks your enterprise can't take and manage the risks it chooses to take. That's what we mean by "planning."

    ESP complements the delivery capabilities generated by Kanban "from the middle" and agile approaches "from the bottom up"  and connects them "at the top" with the models and tools you need to manage on an enterprise level.

  • Prerequisites

    Managers, consultants and coaches: the Expert Track. Completion of Kanban System Design (KMP1) and relevant experience is required. Completion of Kanban for Design and Innovation is ideal.

  • Who Should Attend

    • Leaders/executives taking responsibility for your company’s strategic decisions
    • Managers responsible for design, implementation and/or delivery of products and services to your company's customers -- you manage one service or a network of such services
    • Improvement consultants or coaches responsible for pragmatic, actionable advice to such executives and managers

  • Course Contents

    Q1: Introductions, Overview of strategy

    Q2: Organizational risk categorization, corporate identity, fragility, resilience, robustness, anti-fragility, organizational dilemma

    Q3: Fit-for-Purpose framework: core concepts

    Q4: Fit-for-Purpose framework: managing for F4P, F4P cards and box scores, from insights to action, integrations

    Q5: Custom risk assessment frameworks: visualizing risks, cost of delay, sequencing

    Q6: Custom risk assessment frameworks: design your own

    Q7: Alignment of strategy and capability

    Q8: Strategy review and survivability assessment 

    Executive Track ends

    Q9: Cost of delay in-depth: market payoff functions, delay cost functions, probable cost of delay in starting, urgency, optimal start date and class of service guidance

    Q10: Real options, using options to manage under conditions of uncertainty, implications of uncertainty and options on organizational design

    Q11: Embedded options, complex sequencing, custom risk assessment frameworks in more depth, shaping demand with policy

    Q12: Shaping demand with capacity allocation

    Q13: Risk hedging, dynamic WIP constraints, prioritizing market segments

    Q14: Portfolio Kanban 

    Product Manager Track ends

    Q15: Mathematical properties of lead time, probabilistic forecasting of deliveries and projects

    Q16: Labour pool liquidity, system liquidity

    Q17: Volatility, turbulence, squeezes, Fit-for-Purpose case study, scaling, contrasting approaches to managing dependencies

    Q18: Enabling capacity planning with Kanban cadences, options for dealing with irrefutable demand

    Q19: Dependencies: summarizing various types of dependencies and various options for managing them (learned throughout the class)

    Q20: Dynamic capacity reservation systems

  • Which track is right for me?

    What will I learn in each track?

    Executive Track (4 half-days)

    • Overview of strategy
    • Organizational risk
    • Fitness for purpose
    • Custom risk assessment frameworks
    • Alignment of strategy and capability
    • Survivability assessment

    Sample takeaways:

    • "Our strategy reviews are dominated by competitive analysis. Fit-for-Purpose gives us a strategic opportunity"
    • "Love the risk assessment frameworks. We should implement them right away"
    • "Strategy-capability alignment is very powerful. We now see what capabilities we need to invest in to do better in the business we're in"

    Product Manager Track (7 half-days)

    Executive Track material plus:

    • Cost of delay
    • Real options
    • Demand shaping
    • Capacity allocation
    • Risk hedging
    • Portfolio Kanban

    Sample takeaways:

    • "I didn't realize there are so many options for managing demand and risks"
    • "Our "portfolio" is just a large collection of projects and work-in-process. We can now turn it  into a tool to help us decide which risks to take and how to manage those risks."

    Expert Track (10 half-days)

    Executive Track and Product Manager's Track material plus:

    • Delivery and project forecasting
    • Liquidity and volatility
    • Scaling
    • Working with irrefutable demand
    • Managing dependencies
    • Dynamic capacity reservation systems

    Sample takeaways:

    • "Dependencies are a big problem in our large enterprise. Wishing they'd go away isn't helpful. We've learned at least a dozen new options how to manage them better"
    • "It was extremely helpful to learn about forecasting and dynamic reservation systems"

  • Certification

    Participants of the 10 half-day expert track will be awarded the Enterprise Services Planning credential by Kanban University.

  • Course Includes

    40 Hrs Live training with David Anderson 
    Interactive group sessions with your peers
    In-depth Self Study Exercises
    Kanban University, ESP Certified Training
    Access to Online Learning Portal
    Affordable Pricing Policy by Country