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Project Management

Kanban Beyond IT: How HR, Finance and Legal Organize Their Work on a Board

The Kanban board was born on the factory floor and became famous in software, but it pays off even more in areas that live on demand: HR, finance, legal and purchasing. Examples of columns, limits and rules for each.

Finance has thirty bills to pay scattered across emails, HR has twenty open positions in different spreadsheets, and legal finds out about a deadline on the day it expires. Nobody there writes code, but everyone lives off requests that come in, move through stages, and need to go out. That is exactly the kind of work the Kanban board was designed for.

Kanban was born on the factory floor and became famous in software, but it pays off in administrative areas because it asks for little: columns that mirror the stages of the work, cards that are the items, and a limit on how many items can be in progress at the same time. Below are four ready-made boards: HR, finance, legal, and procurement.

The three rules that matter

  1. Columns are real stages. Not "To do, Doing, Done" out of obligation. Use the names your team actually says.
  2. A card is a unit of work with an owner. A job opening, a bill, a contract, a purchase order.
  3. Work-in-progress (WIP) limit. Each work column accepts at most N cards. When it fills up, nobody pulls new work: first you unblock what is stuck.

The limit is the part that bothers people most and the part that works best. If the board always shows the same columns overloaded, it points to where the process gets stuck. For the underlying concept, the Kanban guide explains each element; here the focus is on examples.

HR: recruiting and hiring

Each card is a job opening or a candidate, depending on what the team wants to track. For openings, the board shows the process funnel.

ColumnWhat it meansWIP limit
Position approvedBudget and profile confirmedno limit
PostingAd is live, receiving resumes6
ScreeningReading resumes and a short conversation5
InterviewsInterview with HR and the manager4
OfferOffer made, awaiting a response3
Onboarding paperworkDocuments, medical exam, and orientation3
CompletedPerson hired and position closedno limit

The limit on "Interviews" prevents a classic mistake: scheduling interviews with so many candidates that the manager can't give feedback in time and the best people accept another offer. Inside each card, a checklist of onboarding documents avoids the back-and-forth with the new employee. For those who structure an entire hiring project, there is an HR and recruiting project template.

Finance: accounts payable and month-end close

Each card is a bill or an obligation. The column says where it is in the cycle, and the card carries the due date and amount.

ColumnWhat it meansWIP limit
ReceivedInvoice or payment slip arrived, not yet checkedno limit
VerificationMatching amount, order, and receipt8
ApprovalWaiting for the owner to authorize10
ScheduledPayment scheduled at the bankno limit
PaidReceipt attachedno limit
ReconciledBooked and matched against the statementno limit

The Approval column is usually the bottleneck: bills waiting for the manager to sign off. If it is always full, the conversation to have is with whoever approves, not with whoever does the data entry. For the monthly close, a separate board is worthwhile, with columns like "Statements checked," "Accruals booked," "Reconciliation," and "Accounting review," repeated each month.

Legal: deadlines and contracts

Legal has two kinds of work that are best separated into two boards, or two swimlanes of the same board: litigation (court deadlines, non-negotiable) and advisory (contracts, opinions).

Contracts

ColumnWhat it meansWIP limit
RequestedRequest from the business area, with minimum datano limit
DraftingDraft being written or adapted4
Internal reviewCheck by another attorney3
With the other partyNegotiation, awaiting a replyno limit (each card with a follow-up date)
SignatureFinal version sent for signing5
ArchivedSigned and filedno limit

The "With the other party" column is the case where work is stalled waiting on third parties. It carries no limit, but each card there should have a follow-up date, so nobody forgets the contract for weeks. It's the same care that appeared in sprints outside IT: separate what depends on the team from what depends on others.

Deadlines

For court deadlines, the board works as a due-date dashboard: each card has a final date, columns like "Receive notice," "In preparation," "Review," "Filed," and a calendar view helps you see the week. Here advance warning is worth more than the WIP limit, and the deadline should never live only in one person's head. Whoever chooses a deadline tool needs to check the firm's requirements, and this does not replace the case-tracking system your practice requires.

A board for every routine in your area

Set up columns with the names your team uses, define limits, and see the work as a list, board, calendar, or schedule, over the same tasks.

Meet the Kanban board

Procurement: from request to delivery

Procurement alternates between waiting on internal areas and waiting on suppliers, and the board makes it clear where each order is stuck.

ColumnWhat it meansWIP limit
RequisitionRequest from the requesting areano limit
QuotationAsking at least three suppliers for a price6
ApprovalManager chooses the supplier5
Order placedPurchase made, awaiting deliveryno limit (follow up on expected date)
ReceivingCheck against the invoice and the order4
ClosedDelivered and sent to financeno limit

Here, the most useful data is the time in each stage: how long a requisition sits in Approval, how long the supplier takes to deliver. With that history, you negotiate realistic deadlines and know which supplier runs late.

How to choose the WIP limit

There is no magic number. A starting rule: a column's limit is a bit under the number of people working in it, times two. Two people on screening, a limit of 3 or 4. Adjust by watching the board:

  • if the column never fills up, the limit is too loose;
  • if it fills up every week and the work sits still, the problem isn't the limit, it's what is pushing work in;
  • if people run out of things to do, the limit is too tight.

What to measure after a few weeks

The board pays off more when you look at two numbers beyond the drawing itself. The first is how long a card takes from entry to the final column: how long it takes to hire, to pay, to close a contract, to receive a purchase. The second is where it waits: in which column cards spend the most days. With those two numbers, you stop saying "finance is slow" and start saying "bills spend four days waiting for approval."

The most common change that comes out of this view isn't hiring people, it's agreeing on rules: a fixed day of the week to approve payments, a maximum response time for the manager on interviews, a follow-up date on every contract waiting on the other party. These are small adjustments, and the board shows whether they worked.

Common mistakes

  • Copying the columns from a software board. "In development" and "In testing" mean nothing to HR.
  • Too many columns. Between five and eight is usually enough. More than that, nobody updates it.
  • A card with no owner or no date. A card with no owner is a stalled card.
  • Letting the board go stale. A board that only gets tidied before the meeting is just decoration; the value is in it reflecting today's work.
  • Never looking at what has stopped. Set aside ten minutes a week to look at the oldest cards in each column.

How to start on Monday

  1. Pick a single flow, the one that gets in your area's way the most today.
  2. List the real stages, in order, by talking to the people who do the work.
  3. Put all open items on the board, even the overdue ones, so the picture is accurate.
  4. Set provisional limits on the work columns.
  5. Hold a short weekly meeting, standing in front of the board, looking at what is stuck.

After a month, you will have what used to exist only as a feeling: where work piles up, how long each stage takes, and what needs to change for the flow to move.

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