Book Review: Managing the Unmanageable

Managing the Unmanageable: Rules, Tools, and Insights for Managing Software People and TeamsManaging the Unmanageable: Rules, Tools, and Insights for Managing Software People and Teams by Mickey W. Mantle
My rating: 5 of 5 stars

If you are new to managing a team this is a must read for you. While the book is intended for managers of programmers (developers, software engineers, etc…) I believe this book applies to just about any sort of creative. Obviously, some sections will be less applicable to architects like the agile sections, but in general, creatives are creatives. The authors, to some extent, recognize this by continually comparing software developers to musicians. Arguing, in fact, that the best programmers are typically fantastic musicians. There’s a similarity in the way the brain works between musicians and developers. I think this applies to other artists as well, especially ones that under went rigorous training to be an artist. There are processes you need to follow to enact your vision.

Anyway, the book itself offers very candid advice on everything hiring, firing, building local and remote teams, coaching, rewarding, and having fun.

The authors argue that hiring is the most important job of any manager. I think this is true from my experience interviewing people and managing people. Whenever you hire someone the work environment shifts. So you need to make sure that whatever change the person brings is a net positive for the team. To ensure that you get the right combination of fit and skill you must have a rigorous process for finding potential candidates, screening candidates, and interviewing candidates. If you do not you will pay for it later by losing your best people or being required to fire that hire in the future for lack of performance.

All this and templates are laid out in the book. The tools and rules of thumb are fantastic for first time managers and managers that have struggled to hire the right team.

The authors argue the most important functions of a manager are Hiring/Firing, Coaching, Developing individuals and teams. I think this is right. The manager should be technical enough to help with the team as needed, but shouldn’t be expected to roll up their sleeves too much. Their skill is more important in investigating logical approaches than the specifics of coding. However, there are a lot of people that believe their manager should be able to do their job. Which i think has a lot of merit.

This book also has some great ideas of how to convert traditional managers into agile managers. Ironically, if you follow their advice through most of the book, you’ll be well positioned to be an excelled agile manager positions to remove impediments.

I highly recommend this book for any one managing programmers, engineers, or creatives in general.

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Is There a Disconnect Between Knowledge Workers and Business Leaders?

The past two weeks I’ve read a number of articles about the End of Agile and subsequent rebuttals. Yesterday I read an excellent article asking “Whatever Happened to Six Sigma?” Both of these articles are fascinating. The rebuttals to the first are incredibly enlightening. I don’t think these are the last of these sorts of articles. I expect to read “The End of Lean” down the road as well.

I think there are a few reasons, one of them is common between Six Sigma and Agile. Snake Oil Salespeople. Basically, what has happened with all methodologies (except for PMI’s Waterfall approach – which I’ll get to) there reaches a point in time where it becomes impossible to determine the quality of credentials for a given certification. At that point, the certification is valueless even if the training, like you dear reader received, was actually the top of the top. Because there’s no actual way to determine if the quality is any good or not.

I experienced this first hand while I was teaching Lean Six Sigma at AMD. I had some fantastic mentors when I was working there, that lived and breathed Six Sigma for their entire careers. They knew this stuff inside and out. Which made me gain a much deeper appreciation for the methodology. However, there was another small company in Austin that also taught Six Sigma to their employees, Dell. Whenever we hired people from Dell with a certification in Six Sigma, a Green Belt or even a Black Belt, we essentially had to retrain them. Many of them, did not truly internalize what they were taught, or the material was less rigorous. This was likely a trade off the Six Sigma training team had to make to ensure their team remained relevant to Dell.

However, whenever you cannot trust the training from an organization like Dell, it makes it a lot more difficult to trust training for any other organization. You just don’t know the standards. Agile’s currently experiencing the exact same issue. There’s been a huge influx of organizations giving certifications. Not all of them have the same level of quality.

I think as a reaction to this, the software development industry has created DevOps and DevSecOps. Which doesn’t have a certification process, but a general set of ideas, such as Trunk development, rigorous testing, continuous integration, and on the extreme continuous deployment.

I think all this goes back to a basic premise though. Knowledge workers, like engineers and software developers look at problems very differently than business leaders. I first experienced this while I was in college. I was studying Industrial Engineering (which pulls in elements from Six Sigma, Lean, Network Theory, Simulation, Human Factors, etc…) while a good friend was studying Business. We had a few conversations about how businesses should be run and it was very obvious to me, that we were talking about two completely different views of how a firm should be run.

I was arguing against (in 2003) off-shoring, because it decreased the efficiency of engineering and collaboration between manufacturing and engineering. Both Agile and Lean argue against off-shoring due to these reasons. Given the change in the approach, the salary savings, overall, didn’t make the effort worth it, because of the reasons I listed. My friend thought lowering cost was the right thing to do.

This isn’t just an anecdotal thing though. If you read books about Agile, Theory of Constraints, or Innovation, they all make the same arguments. The ideas taught in business school are causing business leaders to make bad ideas. Theory of Constraints was popularized in the book The Goal by Eliyahu Goldratt and came out in 1984. The ideas he espoused in that book were considered counter intuitive. If you read the Phoenix Project by Gene Kim which came out in 2013, which is written to model The Goal, you’ll find the characters running into, literally, the exact same type of thinking by managers and other team members. To me, this means there are other cultural organizations that are pushing back against the approaches technical leaders find work best and what our business leaders find work best for their goals.

The two most obvious cases for this are Accounting (which The Goal sets up as something of an antagonist) and Executives. Accounting has the weight of Law on its side, which is problematic, because Accounting organizations has their own reason for maintaining a status quo. They have their own certification process to become a CPA. From the executives standpoint, in many cases these folks are presented as having an MBA and excellent business training.

Despite that, they are still making poor business decisions for the technical team, poor decisions about how to structure their organization, and poor decisions about how to run projects. Most projects are run using a Waterfall approach, because that is the defacto approach we’re all taught throughout school. We manage to dates and push to get things done. The Project Management Institute has managed to corner the market on this approach, because most people can “do waterfall” without needing a certification. You learn through osmosis, by doing. The certification certainly elevates some PMs in some organizations. However, I don’t really think that having a PMP matters to most hiring managers.

So, where does this leave us? It leaves us with Knowledge Workers using ideas like Six Sigma, Lean, DevOps, Agile, and more to dress up their structured problem solving approaches to add structure and credibility. They need structure to compete with the Date Managed Waterfall approach. They need credibility of a methodology to put their approach on the same level as a PMP certification. In the case of Six Sigma, I’d argue its biggest success was internalizing the cost saving analysis. This helped translated the output in terms of money, which executives understand.

Every other approach tries to create an alternative measure. Elimination of Waste or “Working Software is the Measure of Progress” are nice alternatives to reducing costs or meeting due dates.

However, most share holders don’t care about that. They only care about what’s going to make them more money. Ethics and approach be damned. Until that is resolved. We’ll continue to have more fads or business fashions, as Knowledge Workers push back against Business Leaders.

Enabling Innovation Through Lean Improvement

This is part of my ongoing Lean Disruption series where I write about how to combine Innovation Theory, Lean, Lean Startup, Agile, and Lean product development.

Since values and metrics drive processes how can you enable innovation in an organization that isn’t completely willing to support innovation? As I mentioned before Skunkworks are a key component in this process. Using emergent strategies with Lean Startup tools such as the Lean Canvas are another key method to enable innovation with the skunkworks approach. However, not every organization can or will truly allow this approach.

In organization that cannot or will not support a skunk works approach to innovation what options are available? In the case where you are a manager of more than yourself you have the ability to implement Lean within your small organization. Owning the processes within your organization and becoming a coach to your employees, can begin enabling metrics that drive customer centric focus.

This is possible by taking a single step and picking a metric that will move the metrics that your bosses care about. Focus on improving one process at a time. Start with something that is completely in your control, such as how you hand off material within your group that goes to other groups. Measure the number of errors your group introduces, however do not blame people. If things are wrong investigate the root cause of the problem rather than accusing your people of causing the problems. Problems can come from the group that handed off the work. In those cases, create a process to review the work looking for errors and then work with the team supplying that work to eliminate those errors where you can.

In the case where there are errors within your team, you work together to uncover each source of the problem. As a manager you own the processes as much as the result of the work your team does. The final output of your work is 100% dependant on the processes that lead to those output. Another important step is to work on converting your daily meeting, assuming you have one, into a daily standup rather than a typical beat and greet. These meetings instead must cover the goals for the day, issues from the day before, and follow up to address those issues. In the case where the team has projects they are working on, this can become an opportunity to being pulling in some agile stand up practices, such as “What did you work on yesterday, what do you plan on working today, and do you have any impediments?” These questions can help change the way projects are run within your group.

To improve processes within your group, the best way to do this is to go to where work is being done. You must actually watch as work is being done, while keeping in mind that the way work is being done will change as you watch people work. Make sure they are aware that you are not going to be critical or even record who is doing the work at the time. Record the information and move on. You should not use this information in their next 1 on 1 or review. The goal is to learn how people are doing work especially across work types and workers. After you map the process review the results in your daily stand up to discuss potential issues. Partner with your team to find the root cause of the problem and empower them to make changes to their processes.

Before you change the process it is important to measure current state and measure the impact of those changes on the metrics that matter to you. Keeping in mind that you must make all changes from a customer’s perspective. These are the easier things to implement. However, making changes and getting support in this change from your leadership isn’t going to be easy, so you must show that you’re making wins and improving the result of your work. That’s all leaders care about.

Successful process improvement opens the way to broader innovations. Start small and then move into larger projects as you have a better understanding of what you are trying to do.

Values and Metrics Drive Emergent Strategies

This is part of my ongoing series on Lean Disruption. Where I write about combining Innovation, Lean, Lean Startup, Agile, and Lean product development methodologies.

Clay Christensen argues that there are two types of strategies corporate leaders engage with, deliberate and emergent. Porter’s 5 Forces analysis is an attempt to use tools to pull emergent strategies based on changing environmental landscape into the corporation’s deliberate strategy. A deliberate strategy is the strategy that leaders have vocalized and intentionally invested money and resources into. Emergent strategies on the other hand are strategies that develop through metrics and actual organizational behavior. While a leader may intentionally push resources one direction another metrics that has much more value to lower level managers may require those resources to be redeployed in another context. Resulting in a different strategy to develop than what executives had originally planned.

Hoshin Kanri (Policy Deployment) plays a similar role to the 5 Forces in the Toyota Production System where leaders start with their stated 3-5 year goals and turn those into annual goals, projects, and finally the metrics by which those projects will be measured. However, the process isn’t done after a single meeting, this policy is reviewed monthly and if conditions change enough can be completely reworked or modified based on what conditions are emerging. This is important because it can, in fact, feed changes the whole way back at the the 3-5 year goal levels where if serious issues are occurring in multiple projects associated with a goal, such as lack of resource commitment, that goal must be re-evaluated or there needs to be other changes to incentivize resource commitment to those projects.

The Lean Startup and Agile approaches are likely the most closely tied to emergent strategy development. The Lean Startup approach values experimentation and customer engagement above all else which can result in initially a great deal of change in project/corporate strategy. In the Running Lean the author uses the Lean Canvas as a tool to maximize the power of emergent strategy develop and smooth the transition from emergent to deliberate strategy development. In many cases that transition is relatively easy anyway, however it is possible to see that transition occur as a corporate leader iterates through versions of the Lean Canvas resulting in less and less changes to the Canvas.

Agile similarly promotes engagement with customers and using iteration to eliminate uncertainty. In this way Agile is closer to Lean Startup than traditional Project Management and leads to emergent based products. Where the customer need is truly met. Which, over time, results in a deliberate strategy to maximize the resulting product. This product is still, likely, within the initial deliberate strategy of the leaders of the company, but may be very different than what the leadership had initially wanted or planned. This is the best of both worlds as the leaders get a product that fits their strategy, but is more effective in serving market needs than what they ever could have planned.

The values and metrics the organization uses to manage the work that it does heavily influences the direction any project or product develops. The tighter the control over metrics with less flexibility for innovation leads to more tightly aligned products to deliberate strategies. However, this can come at a cost of less innovative ideas and poor-market fit. In the case where something might significantly change the direction of the company, for that product to survive it is best to move that into a skunkworks or protected space where funding is secure with appropriately aligned staffing levels. This will allow the metrics and values to coalesce around the product, the customer, and the market needs.

Values in an Agile/Lean/Innovative company

This is part of my Lean Disruption Series where I’m looking at Lean, Agile, Innovation, and Lean Startup.

None of these methodologies can be adopted for free. They require a great deal of firm introspection. Understanding how processes interaction with people and values is vital to adopting any of these approaches let alone a combination of these approaches.

Metrics are one of the best examples of how there can be conflicts between stated values, values in making decisions, how resources are handled and how processes are structured. The famous saying “You manage what you measure” is right in a lot of ways. Many companies claim that they value customer satisfaction, however many of these companies do not actually do anything with the satisfaction surveys they do get. Comcast is the most obvious example of this. Comcast doesn’t really value customer satisfaction because they measure their customer support on how much they can upsell to the customer anytime they are on the phone. This changes the processes their customer support must use, rather than designing processes to enable single call resolution, their processes are designed to enable selling more products. Their employees, the resources, are rated based on this and if they don’t meet those goals they are unlikely to do well. Considering the Verge’s Comcast Confessions series most of the resources at Comcast do not feel valued. This all points to the true values for Comcast being retention at all costs and more revenue per user measured in Churn and ARPU (Average Revenue per User) respectfully.

Agile Manifesto from ITIL’s blog

For a company to adopt an Agile approach to developing software, the paradigm of what the organization values must radically change to align to the Agile Manifesto. In most software development the concepts on the right are what are valued through a Project Management Office. The concepts on the left are typically considered only at the beginning or the end of the project or not at all. Working product is the goal of a project, while customer collaboration inclusive only in the beginning getting requirements.

Switching from the right to the left creates massive cultural upheaval at an organization, where power is shifted down and out. It is shifted down to the team level, where managers in the past made all the important decisions Product Owners, Scrum Masters, and developers make the decision now with the customers. Power is shifted out through increased collaboration with the customer. Customer centricity forces the company to understand what the customer really wants and more quickly respond to changes in their understanding of their needs. This does mean that the “requirements” change, however, in many cases due to the uncertainty in a technology, interface, or some other aspect it was impossible to properly articulate the actual need until there was an example in front of the customer.

With these value changes there must be process changes to that properly reflect the change in the way the values require work to be completed. In the case where Single Call resolution is the most important metric reflecting the value of true customer satisfaction, processes must be built to enable that – such as training, information repositories, and authority to truly address customer needs at a single point of contact. In software development rapid iteration with continual feedback is a process that must be built to enable that.

This changes are not free and require true commitment from leaders across the organization. Without their commitment any adoption of these frameworks is doomed to failure.