Project Management Kanban Template

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Project Management Kanban Template
Project Management Kanban Template

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Project Management Kanban

Kanban project management is a way for teams to work more efficiently by focusing on visual signals and work-in-progress limits. It helps teams identify problems quickly and deliver high-quality work faster. If you want to improve your team's workflow and get more done, Kanban project management might be worth trying.
If you're looking for a better way to manage your team's work and improve productivity, then keep reading. Once you sign-up, we'll show you how to set up a Kanban board and give you tips on how to get started.

What Is Kanban Project Management?

Kanban project management is a methodology that helps to improve productivity by visualizing workflow to identify and eliminate bottlenecks. It works on the "just-in-time" delivery principle, where work items are pulled through the workflow only when needed, reducing waste and maximizing efficiency.

The Kanban approach uses a board with columns representing each stage of the process, and work items are represented by cards that move through the workflow from left to right. This provides a real-time view of the workflow, allowing teams to quickly identify any issues and take corrective actions.

Kanban project management gained popularity in the 2000s because of its ability to help teams deliver high-quality work faster. It was originally developed by Toyota to improve manufacturing efficiency, it's now widely used in many industries, including software development, marketing, and healthcare.

Commitment points and delivery points are also used to set clear boundaries for each stage of the workflow. Commitment points indicate when work items will be pulled into the workflow, while delivery points indicate when work items are complete and ready for delivery. This helps to ensure that each stage of the workflow is completed on time and to the required standard.

What are the 5 elements of Kanban?

Visual Signals

When it comes to Kanban project management, the use of visual signals is a key element. Visual signals can take many forms, such as colored cards, digital boards, or even physical signs, and their main purpose is to help team members understand the work that needs to be done and when. By using visual cues, everyone in your team can easily see the status of each task and identify any issues that may arise.


Another important element of Kanban is the use of columns. These are typically organized on a physical or digital board and are used to structure the workflow. Each column represents a different stage of the process, such as "To Do," "In Progress," and "Done." As work progresses, tasks are moved through the columns to reflect their current status. The purpose of using columns is to provide a clear structure for the work being done and ensure that everyone on the team is on the same page regarding the current state of each task.

Work-in-progress (WIP) limits

You might have heard the phrase "less is more" before, and that applies to Kanban too. WIP limits are the maximum number of tasks that a team can work on at any given time. These limits ensure that your team takes on only a little work and becomes overwhelmed. By limiting the WIP, you can focus on completing tasks more efficiently and effectively.

A commitment point

A commitment point is when the team agrees to complete a task. It's usually when the task moves from the "backlog" to the "in progress" column. Having a commitment point creates accountability and transparency within your team. Everyone knows what needs to be done and when, which helps prevent misunderstandings. It can also help you manage your workload better.

Delivery point

This is the endpoint of the workflow where the finished product or service is delivered to the customer. The delivery point is the final destination of the work that is being tracked through the Kanban system. By visualizing the delivery point, your team can see the final output of their work and ensure that it meets the customer's expectations. This helps to create a sense of ownership and responsibility among team members and encourages them to work towards delivering high-quality products or services.

How are Kanban laid out?

Now that we know what Kanban project management is, let's talk about how it's laid out. The board is the central piece of the Kanban system, and it's where all the tasks are visualized. Each board is different, but they all follow the same basic structure. Here below are how kanban is laid out:

Kanban board view

The Kanban board is a tool that helps teams visualize their workflow. It's made up of columns that represent the different stages of work. For instance, you might have a "to-do" column, a "work in progress" column, and a "done" column. You can customize the columns to fit your team's specific needs, and the board can be physical or digital, depending on what works best for you.

Kanban list view

Within each column, tasks are organized into lists. Each list represents a specific type of work. For example, you might have a list for bugs, a list for features, and a list for enhancements. The benefit of organizing tasks into lists is that it makes it easy to see what needs to be done and what kind of work needs to be prioritized. By grouping similar tasks together, teams can work more efficiently and effectively.

Kanban cards view

Each task is represented by a card that contains important information about the task, such as the name, description, due date, and assignee. The benefit of using cards is that it makes it easy to move tasks between columns and lists. Plus, team members can easily see who's working on what and what's coming up next. Cards also provide a quick overview of each task, making it easy to track progress and ensure that work is being completed on time.

So that's how Kanban is laid out. The board, columns, lists, and cards all work together to create a visual representation of your team's workflow. It's a simple but effective way to manage tasks and stay on top of your team's progress. If you're not already using Kanban, it might be worth considering for your next project.

How to get started with Kanban boards?

If you're interested in using Kanban boards for your project, you're in the right place. Let's talk about how to get started.

The Kanban methodology is all about visualizing your workflow and limiting work in progress to improve efficiency. The first step is to create a board that represents your workflow. This can be done using a physical board, such as a whiteboard, or a digital tool, such as Trello or Asana.

Next, you'll want to create columns that represent the different stages of your workflow. For example, you might have columns for "to-do", "in progress", and "done". Then, you can create cards for each task that needs to be completed and move them through the columns as they progress.

The beauty of Kanban is that it's a flexible methodology that can be adapted to fit your team's specific needs. You can customize the columns, create different lists within each column, and use different colored cards to represent different types of work.

Start with Bonsai

If you want to try Kanban project management, Bonsai is a good place to start. Bonsai is a tool that helps you create and manage Kanban boards. It's easy to use, and you don't need any special skills or technical knowledge to get up and running.You can customize your board to fit your team's workflow. You can add columns, change the colors of the cards, and create custom labels.

Bonsai also has helpful features like WIP limits, analytics, and time tracking. These features help you stay on top of your team's progress and make sure you're meeting your goals. If you're interested in trying Bonsai, sign up here.

Frequently Asked Questions
Questions about this template.

What is a Kanban template and why do I need it?

Kanban project management template allows you to see what the task status is at any point in time over the course of the project lifecycle. It allows you to move from the to-do list to a more sophisticated project management flow.

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Project Management Kanban Template

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.