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Managing by Missing
October 3, 2018
Ian Nowland
2
• January 2000: Graduated, worked as Software Engineer
for 11 years, across 3 companies
• January 2011: Switched to being a manager
• January 2012: Started a new team from scratch in EC2,
over the next 4.5 years, grew team from 1 to 52
• November 2016: Left EC2, burned out. Joined Two
Sigma. Developed this material.
• March 2019: Joined Datadog, VP of Metrics and Alerts
Who am I?
3
● Seven areas of management: People, Product, Execution, Partners,
Operations, Engineering and the Company
● Getting in front of all to have no negative surprises is impossible
● These negative surprises are “misses”. They happen.
● Growing as a manager is owning misses, and thinking broadly about
mechanisms to avoid or mitigate them earlier
● All while delegating more responsibility to your team in a mechanistic
manner, to help them through the recursive process
Summary
4
What is a miss?
A miss is anytime the organization or anyone in it
is negatively impacted as a result of your team’s
action or inaction
5
What are the 7 Areas of Management?
The seven areas that need your time and focus:
Engineering: How are things being built?
People: Are people happy and growing in what is being built?
Execution: How are things getting built?
Product: Are customers satisfied by what is being built?
Operations: Is the built thing going to keep running?
Partners: Do all my partners understand and agree with all the above?
Company: Does the company align with all these answers?
6
Engineering
How are things being built?
7
● Is your team following industry best practices on:
○ Code Quality?
○ Unit and integration testing?
○ Specification and design
○ Getting consensus on specification and design?
○ The amount of tech debt being accumulated or paid down?
● If not, how are you spending time and focus to change the path?
Engineering: Broad Strategic Questions
8
● January 2012:
○ Start new team (EC2 Nitro)
○ 7 person team reporting to me. Lead reported to my manager.
○ Lead refused to unit test his code; thought it was a bad practice
● November 2013:
○ Release V1 on time
○ Over 50,000 lines of C
○ Lead engineer wrote 80% - 40,000 lines
○ With no unit tests, and good (but shallow) integration tests
Engineering: Anatomy of a Miss
9
● March 2014:
○ Lead engineer quits to found a startup
○ All my focus was on shipping V2
○ I give the lead’s old code to strong junior engineer
● July 2014:
○ Two character “/8” bug costs two development months to resolve
Engineering: Anatomy of a Miss
10
I didn’t take the time and ask:
Now the lead is leaving, how do I accommodate the tech
debt we have accumulated?
Engineering: My Miss
11
The only things you control are your time and your
focus.
You need to always ask yourself: are you using them in
the most optimal manner at this time?
Engineering: Broad Lesson
12
People
Are people happy and growing in
what is being built?
13
● Do your people have purpose; understanding where their work fits
in the company mission?
● Do you have the right people to achieve your part of that mission?
● Do you understand and accommodate what motivates them?
● Do you understand and accommodate their growth?
● Have you created an environment of safety where they can be
honest, have their own misses, and grow?
People: Broad Strategic Questions
14
● March 2014: Two months after lead engineer left:
○ My manager also left
○ I took over existing team, who owned software with no clear future
○ I met with the manager every week, he thought team was happy
○ I focussed on executing V2 with my original team
● August 2014: Finally had skip 1:1s with the team I took over
○ And realized half were on the verge of quitting
○ They saw no future for their team and so themselves
People: Anatomy of a Miss
15
My manager missed in being too tactical in his 1:1s
But:
○ I missed in not asking deeper questions in my 1:1s
○ I also missed in not having skip 1:1s sooner
○ We both missed in putting too much time and focus
on Execution rather than People
People: My Misses
16
When your head is down you are missing what’s up
i.e., When you focus on only one area you miss
information on the other six
People: Broad Lessons
17
3. Execution
How are things getting built?
18
● What deadlines does your team have?
○ How real are they?
○ Are you on top of executing to hit them in face of all risk?
○ What buffer or options to shuffle priorities do you have?
○ Do your partners, management and customers understand all this?
● Do you know all your external dependencies?
○ Are they on track?
○ Do they believe your deadlines for them are real?
Execution: Broad Strategic Questions
19
● November 2013: V1 miracuously shipped on time
● November 2014: deadline for V2
● August 2014 year to date recap:
○ Manager and lead engineer gone
○ Managing additional team, which I had to convince had a future
○ V1 in production with bug that cost dev-months
Execution: Anatomy of a Miss
20
● 1st November 2014: (2 weeks out from release date)
○ Reset for December 15th
● 1st December 2014: (2 weeks out from new release date)
○ Reset for January 9th
● 9th January 2015: Launched V2
○ With nasty data corruption bug
○ Discovered quickly, but two months to fully mitigate
Execution: Anatomy of a Miss
21
When the first slip happened, did not seriously re-
evaluate ship date and risks
Result was a 6 month death march
Execution: My Miss
22
By being actionable information, misses are
opportunities
To take advantage of the opportunity you need to own
the miss, and reset your strategy in light of them
Execution: Broad Lesson
23
4. Product
Are customers satisfied by what is
being built?
24
● Why does your team exist - what is your vision?
○ “A collection of somewhat related systems” is not a vision
○ Does your team own the right systems to execute that vision?
● What is your strategy to deliver your vision?
○ i.e., which systems are you investing in and why?
● What is your execution plan (i.e. roadmap) for that strategy?
● Do all these people agree with the above:
○ Customers, Partners, Team members, Your Management?
○ Why are you sure?
Product: Broad Strategic Questions
25
● January 2015: Technology established, new 2015 initiatives come in
needing major work from my team:
○ Hypervisor and bare metal functionality (i.e. c5 nitro)
○ Network load balancing (i.e. ALB)
○ Multiple types of storage (i.e. EFS)
○ Low latency NICs (i.e., ENA/EFA)
● All on top of my organizations (VPC) full roadmap
● I met with each 1:1 to come up with a compromise of partial commits
● But each new team set goals assuming 100% commit
● Causing a lot of political infighting, costing me a lot of time and focus
Product: Anatomy of a Miss
26
I didn’t proactively own the roadmap narrative for my
team
That led partner teams to make mistakes in timeline of
their strategies
Product: My Miss
27
A miss is anytime the organization or anyone in it
is negatively impacted as a result of your team’s
action or inaction
● i.e., It includes misses of communication
● It includes when the other party should have communicated with you
● It includes when you did communicate, but not in a way the other
party committed to being accountable
Product: Broadening What I Think of as a Miss
28
You need to own the narrative
● You need to have a strategy
● You need to communicate that strategy
● You need to be seen to deliver on your strategies
Product: Broad Lesson
29
5. Partners
Do all my partners understand and
agree with all the above?
30
● Am I having sideways 1:1s often enough with all managers whose
teams are impacted by, or impact my team?
● Do I understand what their goals and challenges are?
● Am I always pushing back on behalf of my team’s happiness and goals,
and never considering the other team’s happiness and goals?
● Are my team doing the same, without me knowing?
Partners: Broad Strategic Questions
31
● December:
○ Take over software engineering team
■ Owns their own networking switches
■ Different vendor to the rest of the network
○ My team strongly pushed that Networking team should take them
○ Run quiet for 2 years, and due to be retired in 14 months
○ Networking team refused to take ownership
● 11 months later:
○ Switches started having mass operational issues
○ I had to ask the Networking team for help, and they did
○ Their engineer engaged for more than a month
Partners: Anatomy of an Mitigated Miss
32
Partners: How I avoided a bigger miss
● Throughout the year, had 1:1s with Networking management
● Also gave three months of my developer time to work on a project that
fit my developer’s interest and their need
33
Sometimes the only way to avoid a miss is a partner
sacrificing. It’s better when this is because they want to
help you, instead of needing to escalate
That comes from building relationships and
understanding ahead of time
Partners: Broad Lesson
34
6. Operations
Is the built thing going to keep
running?
35
● Are my team on top of:
○ Monitoring Production?
○ Capacity Planning?
○ Change Management?
○ Operational Customer Communication?
● Why am I sure?
● What mechanisms do I need to stay sure?
Operations: Broad Strategic Questions
36
Operations: Anatomy of a Small Miss
● Beginning of Year:
○ Datacenter team moves to a quarterly ordering model for servers
○ This means ordering a server can take 5 months
○ I communicated this to my managers in a staff meeting
● August:
○ Two of my managers say they need capacity in 3 months
37
Operations: Avoiding a Bigger Miss
False miss: I did not communicate in a way that drove
ongoing focus.
Real Miss: I had no mechanism to ensure managers were
staying on top of this continuous need
38
Leveraging time and focus is building mechanisms
around delegation
Operations: Broad Lesson
39
What is a Mechanism?
● 4 basic things:
○ Identification of stakeholders affected
○ A goal for which success/failure can be ongoingly judged
○ A owner
○ A periodic or edge triggered check in mechanism
communicated to all stakeholders
● Example: TPM owns a project with a deadline, defines
milestones they own, hosting a status update meeting for all
stakeholders after each
● Example: Eng Manager owns a Availability SLA for their
service, each month owns reporting misses to stakeholders
40
7. Company
Does the company align with all
these answers?
41
● Is there something about the way the organization does people,
product, process, partners, engineering, operations that is not actually
right for the company?
● Is this going to be a major problem?
● Then what do I need to influence the company to change?
Company: Broad Strategic Questions
42
● AWS was losing Systems Engineers to competitors because of
compensation
● A peer of mine decided to take ownership
● After taking up with HR, understands Amazon lumps engineers doing
automation at massive scale with operational engineers
● Peer works with HR to create new job family; works with his leadership
to get it through CEO approval
● Amazon creates new job family (Systems Development Engineer) with
compensation that aligns with competitors
Company: Peer Addresses a Miss
43
Organizations change because passionate people
try and change them
Company: Broad Lesson
44
● Seven areas of management: People, Product, Execution, Partners,
Operations, Engineering and the Company
● Getting in front of all to have no negative surprises is impossible
● These negative surprises are “misses”. They happen.
● Growing as a manager is owning misses, and thinking broadly about
mechanisms to avoid or mitigate them earlier
● All while delegating more responsibility to your team in a mechanistic
manner, to help them through the recursive process
Summary

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Managing by Missing

  • 1. Managing by Missing October 3, 2018 Ian Nowland
  • 2. 2 • January 2000: Graduated, worked as Software Engineer for 11 years, across 3 companies • January 2011: Switched to being a manager • January 2012: Started a new team from scratch in EC2, over the next 4.5 years, grew team from 1 to 52 • November 2016: Left EC2, burned out. Joined Two Sigma. Developed this material. • March 2019: Joined Datadog, VP of Metrics and Alerts Who am I?
  • 3. 3 ● Seven areas of management: People, Product, Execution, Partners, Operations, Engineering and the Company ● Getting in front of all to have no negative surprises is impossible ● These negative surprises are “misses”. They happen. ● Growing as a manager is owning misses, and thinking broadly about mechanisms to avoid or mitigate them earlier ● All while delegating more responsibility to your team in a mechanistic manner, to help them through the recursive process Summary
  • 4. 4 What is a miss? A miss is anytime the organization or anyone in it is negatively impacted as a result of your team’s action or inaction
  • 5. 5 What are the 7 Areas of Management? The seven areas that need your time and focus: Engineering: How are things being built? People: Are people happy and growing in what is being built? Execution: How are things getting built? Product: Are customers satisfied by what is being built? Operations: Is the built thing going to keep running? Partners: Do all my partners understand and agree with all the above? Company: Does the company align with all these answers?
  • 7. 7 ● Is your team following industry best practices on: ○ Code Quality? ○ Unit and integration testing? ○ Specification and design ○ Getting consensus on specification and design? ○ The amount of tech debt being accumulated or paid down? ● If not, how are you spending time and focus to change the path? Engineering: Broad Strategic Questions
  • 8. 8 ● January 2012: ○ Start new team (EC2 Nitro) ○ 7 person team reporting to me. Lead reported to my manager. ○ Lead refused to unit test his code; thought it was a bad practice ● November 2013: ○ Release V1 on time ○ Over 50,000 lines of C ○ Lead engineer wrote 80% - 40,000 lines ○ With no unit tests, and good (but shallow) integration tests Engineering: Anatomy of a Miss
  • 9. 9 ● March 2014: ○ Lead engineer quits to found a startup ○ All my focus was on shipping V2 ○ I give the lead’s old code to strong junior engineer ● July 2014: ○ Two character “/8” bug costs two development months to resolve Engineering: Anatomy of a Miss
  • 10. 10 I didn’t take the time and ask: Now the lead is leaving, how do I accommodate the tech debt we have accumulated? Engineering: My Miss
  • 11. 11 The only things you control are your time and your focus. You need to always ask yourself: are you using them in the most optimal manner at this time? Engineering: Broad Lesson
  • 12. 12 People Are people happy and growing in what is being built?
  • 13. 13 ● Do your people have purpose; understanding where their work fits in the company mission? ● Do you have the right people to achieve your part of that mission? ● Do you understand and accommodate what motivates them? ● Do you understand and accommodate their growth? ● Have you created an environment of safety where they can be honest, have their own misses, and grow? People: Broad Strategic Questions
  • 14. 14 ● March 2014: Two months after lead engineer left: ○ My manager also left ○ I took over existing team, who owned software with no clear future ○ I met with the manager every week, he thought team was happy ○ I focussed on executing V2 with my original team ● August 2014: Finally had skip 1:1s with the team I took over ○ And realized half were on the verge of quitting ○ They saw no future for their team and so themselves People: Anatomy of a Miss
  • 15. 15 My manager missed in being too tactical in his 1:1s But: ○ I missed in not asking deeper questions in my 1:1s ○ I also missed in not having skip 1:1s sooner ○ We both missed in putting too much time and focus on Execution rather than People People: My Misses
  • 16. 16 When your head is down you are missing what’s up i.e., When you focus on only one area you miss information on the other six People: Broad Lessons
  • 17. 17 3. Execution How are things getting built?
  • 18. 18 ● What deadlines does your team have? ○ How real are they? ○ Are you on top of executing to hit them in face of all risk? ○ What buffer or options to shuffle priorities do you have? ○ Do your partners, management and customers understand all this? ● Do you know all your external dependencies? ○ Are they on track? ○ Do they believe your deadlines for them are real? Execution: Broad Strategic Questions
  • 19. 19 ● November 2013: V1 miracuously shipped on time ● November 2014: deadline for V2 ● August 2014 year to date recap: ○ Manager and lead engineer gone ○ Managing additional team, which I had to convince had a future ○ V1 in production with bug that cost dev-months Execution: Anatomy of a Miss
  • 20. 20 ● 1st November 2014: (2 weeks out from release date) ○ Reset for December 15th ● 1st December 2014: (2 weeks out from new release date) ○ Reset for January 9th ● 9th January 2015: Launched V2 ○ With nasty data corruption bug ○ Discovered quickly, but two months to fully mitigate Execution: Anatomy of a Miss
  • 21. 21 When the first slip happened, did not seriously re- evaluate ship date and risks Result was a 6 month death march Execution: My Miss
  • 22. 22 By being actionable information, misses are opportunities To take advantage of the opportunity you need to own the miss, and reset your strategy in light of them Execution: Broad Lesson
  • 23. 23 4. Product Are customers satisfied by what is being built?
  • 24. 24 ● Why does your team exist - what is your vision? ○ “A collection of somewhat related systems” is not a vision ○ Does your team own the right systems to execute that vision? ● What is your strategy to deliver your vision? ○ i.e., which systems are you investing in and why? ● What is your execution plan (i.e. roadmap) for that strategy? ● Do all these people agree with the above: ○ Customers, Partners, Team members, Your Management? ○ Why are you sure? Product: Broad Strategic Questions
  • 25. 25 ● January 2015: Technology established, new 2015 initiatives come in needing major work from my team: ○ Hypervisor and bare metal functionality (i.e. c5 nitro) ○ Network load balancing (i.e. ALB) ○ Multiple types of storage (i.e. EFS) ○ Low latency NICs (i.e., ENA/EFA) ● All on top of my organizations (VPC) full roadmap ● I met with each 1:1 to come up with a compromise of partial commits ● But each new team set goals assuming 100% commit ● Causing a lot of political infighting, costing me a lot of time and focus Product: Anatomy of a Miss
  • 26. 26 I didn’t proactively own the roadmap narrative for my team That led partner teams to make mistakes in timeline of their strategies Product: My Miss
  • 27. 27 A miss is anytime the organization or anyone in it is negatively impacted as a result of your team’s action or inaction ● i.e., It includes misses of communication ● It includes when the other party should have communicated with you ● It includes when you did communicate, but not in a way the other party committed to being accountable Product: Broadening What I Think of as a Miss
  • 28. 28 You need to own the narrative ● You need to have a strategy ● You need to communicate that strategy ● You need to be seen to deliver on your strategies Product: Broad Lesson
  • 29. 29 5. Partners Do all my partners understand and agree with all the above?
  • 30. 30 ● Am I having sideways 1:1s often enough with all managers whose teams are impacted by, or impact my team? ● Do I understand what their goals and challenges are? ● Am I always pushing back on behalf of my team’s happiness and goals, and never considering the other team’s happiness and goals? ● Are my team doing the same, without me knowing? Partners: Broad Strategic Questions
  • 31. 31 ● December: ○ Take over software engineering team ■ Owns their own networking switches ■ Different vendor to the rest of the network ○ My team strongly pushed that Networking team should take them ○ Run quiet for 2 years, and due to be retired in 14 months ○ Networking team refused to take ownership ● 11 months later: ○ Switches started having mass operational issues ○ I had to ask the Networking team for help, and they did ○ Their engineer engaged for more than a month Partners: Anatomy of an Mitigated Miss
  • 32. 32 Partners: How I avoided a bigger miss ● Throughout the year, had 1:1s with Networking management ● Also gave three months of my developer time to work on a project that fit my developer’s interest and their need
  • 33. 33 Sometimes the only way to avoid a miss is a partner sacrificing. It’s better when this is because they want to help you, instead of needing to escalate That comes from building relationships and understanding ahead of time Partners: Broad Lesson
  • 34. 34 6. Operations Is the built thing going to keep running?
  • 35. 35 ● Are my team on top of: ○ Monitoring Production? ○ Capacity Planning? ○ Change Management? ○ Operational Customer Communication? ● Why am I sure? ● What mechanisms do I need to stay sure? Operations: Broad Strategic Questions
  • 36. 36 Operations: Anatomy of a Small Miss ● Beginning of Year: ○ Datacenter team moves to a quarterly ordering model for servers ○ This means ordering a server can take 5 months ○ I communicated this to my managers in a staff meeting ● August: ○ Two of my managers say they need capacity in 3 months
  • 37. 37 Operations: Avoiding a Bigger Miss False miss: I did not communicate in a way that drove ongoing focus. Real Miss: I had no mechanism to ensure managers were staying on top of this continuous need
  • 38. 38 Leveraging time and focus is building mechanisms around delegation Operations: Broad Lesson
  • 39. 39 What is a Mechanism? ● 4 basic things: ○ Identification of stakeholders affected ○ A goal for which success/failure can be ongoingly judged ○ A owner ○ A periodic or edge triggered check in mechanism communicated to all stakeholders ● Example: TPM owns a project with a deadline, defines milestones they own, hosting a status update meeting for all stakeholders after each ● Example: Eng Manager owns a Availability SLA for their service, each month owns reporting misses to stakeholders
  • 40. 40 7. Company Does the company align with all these answers?
  • 41. 41 ● Is there something about the way the organization does people, product, process, partners, engineering, operations that is not actually right for the company? ● Is this going to be a major problem? ● Then what do I need to influence the company to change? Company: Broad Strategic Questions
  • 42. 42 ● AWS was losing Systems Engineers to competitors because of compensation ● A peer of mine decided to take ownership ● After taking up with HR, understands Amazon lumps engineers doing automation at massive scale with operational engineers ● Peer works with HR to create new job family; works with his leadership to get it through CEO approval ● Amazon creates new job family (Systems Development Engineer) with compensation that aligns with competitors Company: Peer Addresses a Miss
  • 43. 43 Organizations change because passionate people try and change them Company: Broad Lesson
  • 44. 44 ● Seven areas of management: People, Product, Execution, Partners, Operations, Engineering and the Company ● Getting in front of all to have no negative surprises is impossible ● These negative surprises are “misses”. They happen. ● Growing as a manager is owning misses, and thinking broadly about mechanisms to avoid or mitigate them earlier ● All while delegating more responsibility to your team in a mechanistic manner, to help them through the recursive process Summary