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How toGet one thing done

Run the pipeline

Keep stages meaningful, know what each one is waiting on, and use the board to find what is stalled rather than to admire what is moving.

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A pipeline is only useful if a stage tells you what happens next. If two stages have the same next action, you have one stage and some decoration.

Using the board

  1. Sort by oldest, not by value

    The point of a board is finding what has stopped moving. Highest-value first shows you what you already think about.

    Pipeline
  2. Move a card only when something actually changed

    Advancing a stage because it has been a while makes the board lie to you, and the forecast with it.

  3. Close lost with a reason

    Price, timing, went with someone else, went quiet. Three months of reasons tells you which part of your funnel is leaking; three months of "lost" tells you nothing.