Your Personalized Kanban Training Engagement
Prepared for Anna Furlow of Heraeus— a training plan to bring order to chaos and unlock consistent forward momentum for teams and individuals.
Review & Agree to TermsWhat We Agreed
Together, we've designed a focused Personal Kanban training engagement to address your team's real work, real bottlenecks, and real goals. Personal Kanban is customized system to help you and your team confidently prioritize, finish what matters, and stop dropping the ball.
The engagement includes live instruction delivered via Zoom, hands-on facilitation, and follow-up coaching via email so that the concepts stick, the system gets built, and the results show up quickly in your day-to-day work.
What You Get
A comprehensive package designed for true transformation — not surface-level hacks.
Live Kanban Training
Interactive sessions covering the fundamentals and advanced practices of Personal Kanban, with opportunity for discussion about how this can be customized that fit your real workflows and in house tools such as Microsoft Planner, as desired.
1:1 Email Coaching
I will exchange emails with individuals (or groups) to help design your board, refine your workflows, and provide coaching on how to use your Kanban process to remove specific friction points slowing you down.
The Schedule
A clear, fast-paced rollout that respects your calendar and builds momentum quickly.
Live 3-4 hour session delivered remotely to teach the 5-step process for setting up the system for you. Includes why this works, what you have to gain, design options, best practices, tool options (no need to buy anything!), continuous improvement, and using the board to make better plans.
What I Need From You
- Timely scheduling of training sessions - align on exact dates/times within 2 months of submitting this form.
- Honest sharing of any current workflows, tools, and pain points to help customize examples
- Active participation from key stakeholders and team members
- A willingness to try new practices
What's Included
- All live training sessions (virtual or in-person as agreed)
- PDF copy of training materials and examples
- Prototype boards created by attendees via Zoom whiteboard (optional) will be shared with attendees
- Post-engagement follow-up coaching via email
- Modification of some existing examples to utilize Microsoft Planner, including a project portfolio kanban board example.
What's Not Included
Software licenses or third-party tools, recording of any training or coaching sessions, ongoing retainer coaching beyond the agreed schedule, additional training sessions outside the defined scope. Fully customized training to your currently workflows (although we will have opportunity to discuss ideas during the allotted training session). Additional engagement opportunities are welcome, and can be discussed and added by separate agreement later.
What Clients Are Saying
Real experiences with practical approaches lead to clearer priorities and more manageable work.
Kristin's knowledge & enthusiasm is wonderfully inspirational & contagious. It has filled me with hope that I will no longer trudge through life's tasks. I will enjoy life's daily accomplishments.
Ben · Manager
As a long time student and colleague of Kristin, I can attest to how well this program works! She is a great facilitator and the process really works to free your mind from the clutter and enable you to focus on accomplishing the tasks at hand.
Deanna · Business Analyst
If you find yourself overwhelmed, stressed, or unable to make progress through all the obligations and desired activities, this is the course for you. I've been following the process for about 7 years and gained skills that I use throughout all areas of life, work, family, fun. Gives a new perspective to how to organize the clutter of our busy minds!
Deanna · Project Manager
Payable in full upon acceptance of this engagement brief, or per an agreed payment schedule.
Terms of the Contract
Please review the terms below before signing the agreement.
