How to Bring KanBo to Life in Your Organization – buyers guide

Stage 3 – Build the Structure of Work

Objective: Design KanBo’s architecture to reflect the organization’s real structure and workflows.

Drivers: PMO, Department Heads, Process Owners, Champions

Key Actions:

  • Define Workspaces for strategic domains (Strategy, Operations, Finance, HR, etc.).
  • Within each Workspace, create Spaces for programs, projects, or departments.
  • Establish Card Templates for tasks, requests, and initiatives.
  • Set status roles (Information, Not Started, In Progress, Completed, Cancelled).
  • Assign roles and permissions to ensure accountability and visibility.
  • Attach documents and notes directly to Cards for full context.

Expected Outcomes: A unified digital structure where every business area can visualize and manage its work.