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Meeting notes lose value the moment you finish writing them—and it’s time to fix that

I like to be prepared in meetings. In some ways it’s probably an innate part of my personality, but it also became more important to me as my role has changed throughout my career. In particular, the first time I became an engineering manager is when I started to become a more diligent notetaker and meeting preparer. I think this is largely because my job shifted from being output-centric to more people- and meeting-centric. I still took notes and prepared when I was a software engineer, but it was for a very different context and purpose. As an engineer, my work centered around code output. As a manager, my work instead centered around coordinating, following up, and supporting my team. If you’ve never worked as a manager before, this probably just sounds like paper-pushing, but it’s actually a lot of work—and important! The work product is just different from that of an individual contributor.

When I became a manager, I began taking meeting notes in a small Moleskine notebook. For every meeting, I’d write down the meeting name and the date. I would try to jot down salient points or context, questions, things I wanted to follow up on, or action items I needed to do or delegate. As you can see below, it’s messy. Really messy. It never felt like a particularly good solution. It was hard to find things, hard to pluck out the important action items or follow-ups, hard to even remember who was in a meeting without cross-referencing my calendar. Not to mention my terrible handwriting meant even just reading my own notes was difficult.

An interesting thing about the human brain is that it’s inherently selfish—that is, it’s really good at remembering things that are important to us. The things that are top of mind are probably not things I need to actually write down to remember. But most managers are likely getting pulled in a lot of different directions with a lot of different asks that are all competing for those limited brain cycles. Really good managers seem to have a special knack for juggling all of these things. It’s also why you often hear managers talk about how tiring their job is even though it seems like all they do is go to meetings!

The hard truth about my note-taking system is that I would take a lot of notes, write a lot of action items, and feel really productive in my meetings. Then I would proceed to never look at those notes again. Partly because of the chaos of meeting-packed days week after week, but also because it’s just hard to derive value from notes. Countless times a topic or question would come up in a discussion where I knew I had notes from a previous meeting about it, but it was just impossible to actually find anything in a notebook full of hastily scribbled notes. And by the time you find it, the conversation has moved on. You know how people say your new car loses its value the moment you drive off the lot? Your meeting notes lose value the moment you finish writing them.

This leads to another interesting thing about the human brain—it’s pretty good at organizing memories around time and people. “I remember talking to Joe about managing our cloud costs last week in our weekly cloud strategy meeting”—that sort of thing. And while my notebook provided a chronological ordering of my meeting notes, it wasn’t really conducive to recalling important information quickly or managing my to-do list.

A software engineer’s job often involves coordinating across different software systems, but their to-do list likely consists of things along the lines of “do X.” This is why tools like Jira or Asana exist, to manage the backlog of X’s that need to be done and provide visibility for the people coordinating those X’s.

A manager’s job involves coordinating across a different kind of system—people. A manager’s to-do list is going to consist mostly of things like “talk to Y about Z.” Again, the work product is different. It’s about making sure there is alignment and lines of communication between various people or teams. Your work shifts from being a do-er to a delegate-er and communicator. This kind of work is not managed in Jira or displayed in a Gantt chart. It’s often not managed anywhere except perhaps scribbled in the depths of a Moleskine notebook or tucked away in the corner of a meeting-fatigued brain.

Nevertheless, I carried on with my note-taking system of questionable value, even after transitioning back to an individual contributor role. It wasn’t until I started consulting that I had a realization. With consulting, I work with a lot of different people across a lot of different projects across a lot of different clients. The type of consulting we do at Real Kinetic is very discussional in nature. While we have deliverables, most of our work product is in the form of discussion, guidance, recommendations, coaching, and helping organizations with their own communication challenges. It’s not work that can be managed in a traditional task-management system. Instead, it’s much like the manager’s work of connecting threads of conversation across meetings and people and juggling lots of asks from clients.

For example, in a meeting with John I might realize we need to connect with Rachel to talk about strategies for improving development velocity. Sure, you could maybe put “Talk to Rachel about dev velocity” into a Trello card or a to-do list app but in doing so it loses the surrounding context. And for a role that is more discussion-oriented than task-oriented, the context is important. Not only that, but tools like Trello or Todoist are just not really designed for this purpose. They are meant more for the do-ers, not the delegate-ers or communicators. They are clunky to use for someone whose job consists mostly of being in meetings and talking to people day in and day out. This is the challenge with productivity apps—most of them are centered around task management and task collaboration. And actual note-taking apps like Evernote are definitely not designed to solve this because they are intended to replace my Moleskine notebook filled with notes I will never look at again.

Now, coming back to my realization: I realized that my meeting notes were not valuable in and of themselves. Rather, they were the medium for my meeting-centric work management. Unfortunately, my notebook was not a great solution, nor was Evernote, nor Google Docs.

What I was really looking for was a sort of to-do list oriented around people and meetings and driven from my meeting notes. Not something centered around task management or collaboration or notes as being anything other than incidental to the process. Instead, I was looking for a tool that could synthesize my notes into something valuable and actionable for me. And I never found it, which is why we ended up creating Witful.

The idea behind Witful is a productivity app for the people whose jobs revolve around, well, people. It turns your meeting notes into something much more valuable. Now, I can take my meeting notes similar to how I used to, but rather than important items falling by the wayside, those items are surfaced to me. Witful tells me if I need to prepare for an upcoming meeting, if there are takeaways from a meeting I need to follow up on, or action items I need to address. And much like the way our brain organizes information, Witful indexes all of my meeting-related content around my meetings, the people in those meetings, and time, making it easy to quickly recall information.

Witful has not radically altered the way I approach meetings. Instead, what it’s done is augmented my previous workflow. It gives me a central place for all my meeting notes, much like the Moleskine notebook did, except it lets me extract much more value from those notes. This has helped me with my consulting work because it has given me the same uncanny knack for juggling lots of things that those really good managers I’ve worked with seem to have. If you’re not a meeting note-taker, Witful might not be for you. If you are and your current system has never felt quite right, you’d like to get more value out of your notes, or you’re looking for a meeting-centric work management system, you should give it a shot.

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We suck at meetings

I’ve worked as a software engineer, manager, consultant, and business owner. All of these jobs have involved meetings. What those meetings look like has varied greatly.

As an engineer, meetings typically entailed technical conversations with peers, one-on-ones with managers, and planning meetings or demos with stakeholders.

As a manager, these looked more like quarterly goal-setting with engineering leadership, one-on-ones with direct reports, and decision-making discussions with the team.

As a consultant, my day often consists of talking to clients to provide input and guidance, communicating with partners to develop leads and strategize on accounts, and meeting with sales prospects to land new deals.

As a business owner, I am in conversations with attorneys and accountants regarding legal and financial matters, with advisors and brokers for things like employee benefits and health insurance, and with my co-owner Robert to discuss items relating to business operations.

What I’ve come to realize is this: we suck at meetings. We’re really bad at them. After starting my first job out of college, I quickly discovered that everyone’s just winging it when it comes to meetings. We’re winging it in a way the likes of which Dilbert himself would envy. We’re so bad at it that it’s become a meme in the corporate world. Whether it’s joking about your lack of productivity due to the number of meetings you have or that one meeting that could have been an email, we’ve basically come to terms with the fact that most meetings are just not very good.

And who’s to blame? There’s no science to meetings. It’s not something they teach you in school. Everyone just shows up and sort of finds a system that works—or doesn’t work—for them. What’s most shocking to me, however, is that meetings are one of the most expensive things a business can do—like billions-of-dollars expensive. If you’re going to pay a bunch of people a lot of money to talk to other people who you’re similarly paying a lot of money, you probably want that talking to be worthwhile, right? And yet here we are, jumping from one meeting to the next, unable to even process what was said in the last one. It’s become an inside joke that every company is in on.

But meetings are also important. They’re where collaboration happens, where ideas are born, where decisions are made. Is being “good at meetings” a legitimate hiring criteria? Should it be?

From all of the meetings I’ve had across these different jobs, I’ve learned that the biggest difference throughout is that of the role played in the meeting. In some cases, it’s The Spectator—there mostly to listen and maybe ask questions. In other cases, it’s playing the role of The Advisor—actively participating in the meeting but mostly in the form of offering advice and guidance. Sometimes it’s The Facilitator, who helps move the agenda along, captures notes, and keeps track of action items or decisions. It might be the Decision Maker, who’s there to decide which way to go and be the tie breaker.

Whatever the role, I’ve consistently struggled with how to insert the most value into meetings and extract the most value out of them. This is doubly so when your job revolves around people, which I didn’t recognize until I became a manager and, later, consultant. In these roles, your calendar is usually stacked with meetings, often with different groups of people across many different contexts. A software engineer’s work happens outside of meetings, but for a manager or consultant, it revolves around what gets done during and after meetings. This is true of a lot of other roles as well.

I’ve always had a vague sense for how to do meetings effectively—have a clear purpose or desired outcome, gather necessary context and background information, include an agenda, invite only the people you need, be present and engaged in the discussion, document the action items and decisions, follow up. The problem is I’ve never had a system for doing it that wasn’t just ad hoc and scattered. Also, most of these things happen outside of the conference room or Zoom call, and who has the time to do all of that when your schedule looks like a Dilbert calendar? All of it culminates in a feeling of severe meeting fatigue.

That’s when it occurred to us: what if meetings could be good? Shortly after starting Real Kinetic, we began to explore this question, but the idea had been rattling around our heads long before that. And so we started to develop a solution, first by building a prototype on nights and weekends, then later by investing in it as a full-fledged product. We call it Witful—a note-taking app that connects to your calendar. It’s deceptively simple, but its mission is not: make meetings suck less.

Most calendar and note-taking apps focus on time. After all, what’s the first thing we do when we create a meeting? We schedule it. When it comes to meetings, time is important for logistical purposes—it’s how we know when we need to be somewhere. But the real value of meetings is not time, it’s the people and discussion, decisions, and action items that result. This is what Witful emphasizes by creating a network of all these relationships. It’s less an extension of your notebook and calendar and—forgive the cliche—more like an extension of your brain. It’s a more natural way to organize the information around your work.

We’re still early on this journey, but the product is evolving quickly. We’ve also been clear from the start: Witful isn’t for everyone. If your day is not run by your calendar, it might not be for you. If your role doesn’t center around managing people or maintaining relationships, it might not be for you. Our focus right now is to make you better at meetings. We want to give you the tools and resources you need to conquer your calendar and look good doing it. We use Witful every day to make our consulting work more manageable at Real Kinetic. And while we’re focused on empowering the individual today, our eyes are set towards making teams better at meetings too.

We don’t want to change the way people work, we want to help them do their best work. We want to make meetings suck less. Come join us.

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Digitally Transformed: Becoming a Technology Product Company

More and more established businesses are attempting to reinvent themselves as technology companies. At the heart of this is the digital transformation, a journey many organizations are undertaking in order to better compete and serve their customers. As a result, companies are pouring tons of cash into digital transformation strategies. For some, this means broader adoption of agile or DevOps practices. For others, it’s modernizing product offerings or moving to the cloud. Regardless of the changes, many are struggling to find success transforming themselves due to low throughput, quality issues, or failing to deliver the right thing at the right time. In a few cases, digital transformation has ended in outright disaster.

What is it that these companies are really after? To solve new problems in new ways through innovation? To more rapidly adapt to the changing market? To protect existing revenue? Any leader worth their salt will say all of these are important outcomes, so how do you even begin to make a “digital transformation” actionable? What are we transforming to? How do we know when we’ve arrived?

The reason so many digital transformations fail has to do with how IT is usually positioned within mature, established businesses. I believe what these companies are really after is not a digital transformation—whatever that might be—but rather an organizational one that radically changes the way the business operates. One that redefines what IT means in the context of building software. The technology is incidental to this cultural shift which involves the intersection of people, processes, and innovation. In order to be successful, these organizations need to become technology product companies.

The Genesis of IT

There is an inertia within organizations to overvalue tactics and undervalue strategy. This is true not just of mature, established businesses but really all businesses, startups included. In fact, it’s this exact reason most startups fail. A lack of clear strategy and guiding vision precludes even the best execution from delivering success outside of the odd unicorn (after all, someone has to win the Powerball). Established businesses, however, already have a reliable cash flow engine to fall back on. There is much more margin for error when it comes to both strategy and execution, but this peacetime mentality leads to disruption. Many leaders have begun to recognize this and act on it, falling right back to what they know best—tactics.

Why do companies and managers tend to bias towards tactics over strategy in software development? It comes back to the genesis of IT. Historically, IT was about managing computers, networks, email, phone systems, and other technical areas of the business. While this is still true today, the result of software eating the world has caused that scope to broaden significantly. But for mature, established businesses, IT has long been viewed as a cost center, and the mandate for an IT leader is cost minimization. This is in spite of the fact that the business has shifted away from humans, paper forms, and telephones to automation and software-based solutions. IT has always existed to support business operations, first by managing the technology the business depended on, now by building it. The only real change was IT transforming from a servant of the business to a partner of it.

Consequently, there are two key directives for a traditional IT organization: carry out the orders of the business and minimize cost. These goals inherently lead to a project mindset that is output- and task-oriented. Thus, IT has always been tactical and execution-minded in nature.

A Spotter’s Guide to Project-Minded IT

There are three ways to identify a project-minded IT organization. First, if both software engineers and more traditional IT roles like hardware support or help desk report up to a CIO, it’s likely a project-minded organization. In this case, it’s all just lumped into one group called “IT.”

This contrasts with product-minded companies which place IT responsibilities under a CIO, whose directive is still cost minimization, and product development responsibilities under a CTO and/or CPO (Chief Product Officer), whose directive is strategic investment. There are two distinct groups, IT and Product Development or R&D. It’s more common to see CTOs or CPOs at newer, technology-first companies than it is at mature, established businesses since this requires a major realignment. This alignment, however, is why we see many of the execution issues at companies attempting to “digitally transform” themselves.

Second, if there is a clear separation between IT or development and the business, there’s a good chance it’s a project-minded organization. This might be signaled by business partners, business analysts, or product owners who provide teams with implementation requirements and act as a backlog administrator. Developers might not have a good understanding of who their customers are or they view the business partner as the customer. This can also be signaled by frequently changing priorities, an ever-growing backlog of tasks, or unaddressed tech debt piling up. The team is typically not cross-functional, consisting only of developers and a business partner. Marty Cagan refers to these as delivery teams, and they are purely output-driven.

Alternatively, the team may be cross-functional with some form of designer (often oriented more towards UI than UX) and product manager, but it’s still governed by outputs. The product manager’s role is closer to that of a project manager armed with a product roadmap, and the closest thing developers have to product discovery is design and usability testing. Cagan refers to these as feature teams. Both delivery and feature teams exist to serve the business. These are the teams you’ll find at most companies building software.

At product-minded companies, teams are cross-functional with designers, UX, engineers, and product, and they are measured by outcomes, not outputs. This focus on outcomes means that the team is empowered to figure out the best way to solve the problems they’ve been asked to solve rather than being fed a list of features to build. These teams have an intimate understanding of their customers and interact with them regularly to perform product discovery and validate solutions. These are product teams in the truest sense but also quite rare.

The last way to spot a project-minded organization might be the most obvious. If the roadmap has a clear end point, it’s a project. Here, an IT organization treats building a software solution the same way it treats installing a new phone system. When the project is completed, teams or resources are reallocated to new projects and one of two things happen: it’s either dumped on another team to maintain and extend or no one sticks around to support it. The finished project languishes or former developers are told to context switch to it reactively and at the whims of the business. Engineers are treated as interchangeable and teams are not particularly durable or mission-driven but rather task-driven.

Product-minded companies instead embrace the virtues of minimum viable product, shipping incremental value, validating ideas, and iteration. The product manager provides a vision that unites the team in a common mission. Products are not “completed,” rather they grow and evolve. There is an emphasis on business outcomes over task outputs. Managers understand that teams are composed of people with diverse skills who are not easily fungible but who might be better suited to different phases of a product’s lifecycle. Members of a team might shift focus to other areas and priorities over time, but always in support of the team’s mission.

The Philosophical Dilemma of the Stoplight

A tactics-first mindset results in a propensity to treat software development like an assembly line. We can see this with the recent adoption of ideas from the Toyota Production System and lean manufacturing as it’s applied to software development. This emphasis on tactics causes managers to view product development as an optimization problem—if we just optimize the right set of tactics and practices, we can significantly improve throughput and quality at scale. This has led to the rise in packaged frameworks and processes like SAFe, LeSS, DAD, and Nexus as well as tactics like agile, pair programming, and test-driven development at large organizations.

The assembly-line mindset aims to take developers of arbitrary skill and background, run them through a prescribed process, and get high-quality, high-output results on the other end. I’ve never seen this deliver the desired outcomes in practice, at least not to the degree most leaders hope.

On the surface, mass production and software development share a lot of similarities. Both require quality standards, collaboration between groups of specialized workers, and repeatability. However, the reality is they are quite different from each other. A manufacturing assembly line is optimized to produce the exact same product over and over again, efficiently and reliably. Software products, especially Software as a Service, are heterogeneous. While we seek a process that produces consistent results, each product and situation is unique. Too prescriptive, and we end up with a rigid process that yields poor results and low-throughput. Too unstructured, and we end up with inconsistent and unreliable output.

Our Head of Client Experience Mike Taylor refers to this as the Stoplight Problem. To demonstrate, ask a roomful of people what to do at each phase of a stoplight. On green, everyone says “Go.” On red, “Stop.” And on yellow? The answers vary—even more so with the introduction of flashing yellow lights. How close are we to the light? How fast are we traveling? Are the roads icy? What are the cars in front or behind us doing? What happens at a yellow light is entirely context-dependent and situational. It comes down to making informed choices in the moment without an authoritative, black-and-white determination.

Execution and delivery issues invariably come down to one thing: the yellow light. The green and red lights are binary indicators. There are clear right and wrong actions to take. These are things that can be taught and learned—where tactics matter—but the yellow light comes down to making good decisions. This is something organizations struggle with at scale. How do you trust your teams to make good decisions? As a result, they end up making those decisions top-down in a command-and-control or assembly-line fashion. This is how organizations end up with delivery and feature teams. What’s needed is a sort of meta process or process for encouraging good decision making.

Empowered Product Teams

The emphasis on tactics isn’t limited to traditional project-minded IT organizations. Tactics are more visible and measurable. To a manager, tactics feel like work is happening, but they are rarely the difference maker for a company.

To illustrate, imagine handing out a bunch of axes to a group of people and telling them to go collect some wood. You might even teach them the proper technique for chopping down a tree. What happens next? Chaos. Confusion. A general sense of wandering in the woods. What kind of timber do we need? How much? What is it used for? How do we move it? Watching an army of people swinging axes is going to look like a lot of work is going on, but is it work that matters? You might follow people around, directing them where to go, which trees to cut down, and where to move them, but this won’t scale very well.

Without a guiding vision, we’re left with a bunch of people wandering in the woods swinging axes. Work happens, things get done—maybe even things that matter—but it’s haphazard and inefficient. More often than not, though, we’re always two weeks from completion because there isn’t clarity on where we’re trying to be. In agile terminology, we’re iterating to nowhere.

Our response might be to micromanage or implement the assembly-line process, turning our teams into feature factories. In my experience, this creates new challenges. In the first case, by grinding throughput to a halt, and in the second case, by failing to address the Stoplight Problem. The solution is a combination of vision, strategy, and execution.

A vision is a mental image of what the future could be like. It’s a grand and idealistic state, not something that can be achieved in a short amount of time. A shared vision empowers teams to make better decisions independently.

Strategy consists of a plan with decreasing fidelity. Some organizations attempt to plan 12 to 18 months out in a very waterfall-like fashion, and unless you’re sending a rocket into space, it just doesn’t work. A strategy is really a series of goals that get progressively fuzzier the further you go out. While a vision usually isn’t directly actionable, goals are both actionable and attainable in support of the overarching vision. We can break our strategy down into sets of three-month goals, which allows us to adjust course as needed. This is important since our goals are increasingly fuzzy. The key here is that strategy and goals are not dictated to teams. There needs to be give and take and dialog. OKRs can be a good tool for facilitating this.

At Real Kinetic, we hold quarterly leadership offsites to revisit our vision and strategy, course-correct, and ensure we have a general sense of alignment. We help our clients do the same within their product development organizations. The challenge with strategy is it looks like talking, while tactics look like working, even if it’s work that doesn’t truly move the needle. This is a cognitive bias leaders and managers should be aware of because it can trap us into focusing on tactics that aren’t framed by a clear vision and strategy.

Execution is all about hitting the goals we lay out in our strategy. This is where tactics come into play, but rather than providing teams with a list of features to implement or tasks to perform, we empower them to make good decisions. This is made possible by our guiding vision and cross-functional, mission-driven product teams. Our product manager is figuring out what lies ahead and helping plan the best course of action for realizing our vision. They are looking at value and business viability risks for the product. Our designer is looking at usability risks, and our tech lead is looking at feasibility, making estimations, and contributing to the strategy in order to avoid potential obstacles. You’ll notice that nowhere have we mentioned agile or scrum because these are specific tactics for managing execution. Together, the team is determining execution and discovering a solution that moves the business towards the ideal state set forth by its leadership.

Becoming a Technology Product Company

The struggle with digital transformation is it doesn’t get at the heart of the issue. It’s a tactical response to a tangible, yet ultimately inconsequential, part of the problem. The problem is not due to technology or innovation or particular tactics, it’s due to organizational alignment and execution deficiencies. Unfortunately, the former is more visible and more easily acted on than the latter.

The transformation that organizations are actually after is becoming a technology product company. This requires empowered product teams in combination with vision, strategy, and execution. Most companies focus on the execution because it’s easier, but it’s not sufficient. Empowered product teams require a shared vision that enables them to make good decisions without the need for an overly regimented or top-down process. This is the only effective way I’ve seen software companies scale throughput and quality. Don’t let your organization think it’s building a boulevard when it’s actually planting perennials next to potholes.

Real Kinetic helps clients build great product development organizations. Learn more about working with us.

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Planting Perennials Next to Potholes

Silos, bikesheds, and focusing on what matters

If you’ve ever flown into Des Moines then you’ve had the privilege of driving on what might be the most decrepit major road in the metro area. An important artery, Fleur Drive is the only way to get to and from the airport, and the pavement is marginally better than that of a dirt road. Cars weave back and forth to dodge potholes and massive cracks in the asphalt as people race to catch their flights. There always appears to be some kind of construction going on somewhere along the six mile stretch of road, and yet, it never seems to actually improve. The road is also located in a major floodplain, so sometimes the city just closes it when the nearby river rises too much. It’s basically what you’d get if you agiled your way through urban planning.

Typically, you’ll see the Public Works Department planting flowers or otherwise maintaining the landscaping of the medians. It goes down to one lane when they have to water the flowers. Over the past month, they tore up and poured new concrete to replace the medians altogether, again bringing the road down to one lane in the process. The tulips look nice though.

It’s interesting because a lot of companies build software this way. They quickly pave the road by iterating their way there, ignoring nearby flood hazards or the anticipated traffic that’s going to be traversing it. They plant some flowers along the way to make it look nice and then move on to the next thing. Over time, the road deteriorates. Fleur is a main thoroughfare, so you can’t just close it and repave. The city doesn’t have the budget to repave it all at once anyway. So you patch up a few potholes and plant some new flowers.

There are a few different facets to this depending on what vantage point you look at it from. As it turns out, however, they all dovetail into the same thing. At the individual level, what you often see is bikeshedding. That is, engineers focusing time and energy on technical minutiae that, in the grand scheme of things, don’t really matter. Often it’s fixating on aesthetics and what you can see rather than function or things that truly move the needle forward in a meaningful way. Sometimes we get caught up in the details and plant flowers. When you’re up to your neck in alligators, it’s hard to remember that your initial objective was to drain the swamp. This often comes from a lack of direction for the team, and it’s the manager’s job to ensure we’re focusing on what matters.

At the team level, we start to run into siloing issues. This happens when we have different functions of the business focusing on their little parts of the world, more or less neglecting the other parts. Development focuses on development. Operations focuses on operations. Security focuses on security. What you get is gridlock, an utter inability to make progress because everyone is uncompromisingly fastened to their silo. Worse yet, what does manage to get done is a patchwork of competing goals and agendas. It’s building new medians as the roads crumble. And silos are not limited to pure business functions like development, operations, and security. There are silos within silos—Product Team X and Product Team Y, for example. Silos are recursive. They are a natural team dynamic that occurs as organizations grow in accordance with Dunbar’s number, especially at companies that rigidly specialize by function. This is why a cohesive vision is critical.

At the organization level, we see large-scale strategy problems and what I call “WIP-lash”—lots of WIP (Work In Progress), lots of shifting priorities, and lots of “high-priority” items. Priorities change at the drop of a hat or everything is a priority all of the time or the work is planned 12 months in advance and by the time we execute, the goalposts have moved. Executives make knee-jerk mandates in absolute terms to respond to the newest fire. Tech debt piles up as things are added to the never-ending priority queue (that’s at least one thing that doesn’t get equal priority as everything else!), but the infrastructure is in a constant state of ruin and the potholes don’t stop. WIP-lash is just strategic bikeshedding. This is a prioritization and planning issue through and through. We can’t close the entire road and repave it. Instead, we do it in phases. Managing tech debt works the same way. We have to pay it down periodically, but not with constant band-aids and chewing gum and not by stopping the world. We have to prioritize the work like everything else we do, and sometimes that means saying no to other things we deem important.

OKRs can be a useful way to force those difficult decisions and provide teams a shared vision. Specifically, they are the strategy to balance out the iterative tactics of agile. If you don’t have some kind of mile markers you’re working towards, you’re just iterating your way to nowhere. OKRs are not intended to be a waterfall approach, they are about providing strategic guidance. That doesn’t mean companies don’t screw it up though, especially when consultants get their hooks into things. They don’t need to be a large, scary, expensive process with fancy tools—just a Word document and real discussions about what needs to happen and dialogues about what is actually possible. OKRs are hard to get right though and, like anything, require iteration. A key part of good OKR processes is using them to drive discussions and negotiations up and down the organization. It surfaces conflicts and alignment issues earlier in the process. It provides line managers a mechanism to push back and force hard decisions and open a dialogue between groups. The discussions on what really matters and the negotiation about what is really possible is the major value.

“Do you want this or that? I only have resources for this.”
“Oh, I actually have engineers I can lend this quarter. Maybe that will help?”
“Sure, but we can only accomplish part of that.”
“We can make that work.”

OKRs are a vehicle for strategic discussions, not tactical status updates, task lists, or waterfall plans. Without some sort of guiding vision that you’re working towards, you’re just doing stuff. That might look and feel productive but only on the surface. It must be a negotiation if you want results and not just activity.

It really comes down to prioritization and alignment. At the individual level, we have tactical bikeshedding—focusing on items that are largely inconsequential. This is a prioritization problem. It falls on managers to keep teams focused, but it also flows from broader organizational issues. It’s particularly insidious in companies that separate product management (“the business”) from product development (“engineering”). At the organization level, we have strategic bikeshedding—being unable to make hard decisions and focus in on what matters to the business right now, resulting in WIP-lash. This is also a prioritization problem, and it leads to the tactical bikeshedding mentioned earlier. In between, at the team level, we have siloing. This causes all sorts of issues ranging from gridlock and broken customer experiences to duplication of effort. It’s an alignment problem.

There is not a simple, quick solution to these problems, but it starts at the top. If management is not in alignment and unable to prioritize what matters, no one else will. Work will happen, and to a passerby that can look reassuring, but is it work that matters? OKRs are not a silver bullet, and they are difficult to do and take time to get right. But when executed well, they can be a powerful lens to focus on what matters and provide a shared vision. As Intel co-founder and former CEO Andy Grove said, the most powerful tool of all is the word “no.”

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How to Level up Dev Teams

One question that clients frequently ask: how do you effectively level up development teams? How do you take a group of engineers who have never written Python and make them effective Python developers? How do you take a group who has never built distributed systems and have them build reliable, fault-tolerant microservices? What about a team who has never built anything in the cloud that is now tasked with building cloud software?

Some say training will level up teams. Bring in a firm who can teach us how to write effective Python or how to build cloud software. Run developers through a bootcamp; throw raw, undeveloped talent in one end and out pops prepared and productive engineers on the other.

My question to those who advocate this is: when do you know you’re ready? Once you’ve completed a training course? Is the two-day training enough or should we opt for the three-day one? The six-month pair-coding boot camp? You might be more ready than you were before, but you also spent piles of cash on training programs, not to mention the opportunity cost of having a team of expensive engineers sit in multi-day or multi-week workshops. Are the trade-offs worth it? Perhaps, but it’s hard to say. And what happens when the next new thing comes along? We have to start the whole process over again.

Others say tools will help level up teams. A CI/CD pipeline will make developers more effective and able to ship higher quality software faster. Machine learning products will make our on-call experience more manageable. Serverless will make engineers more productive. Automation will improve our company’s slow and bureaucratic processes.

This one’s simple: tools are often band-aids for broken or inefficient policies, and policies are organizational scar tissue. Tools can be useful, but they will not fix your broken culture and they certainly will not level up your teams, only supplement them at best.

Yet others say developer practices will level up teams. Teams doing pair programming or test-driven development (TDD) will level up faster and be more effective—or scrum, or agile, or mob programming. Teams not following these practices just aren’t ready, and it will take them longer to become ready.

These things can help, but they don’t actually matter that much. If this sounds like blasphemy to you, you might want to stop and reflect on that dogma for a bit. I have seen teams that use scrum, pair programming, and TDD write terrible software. I have seen teams that don’t write unit tests write amazing software. I have seen teams implement DevOps on-prem, and I have seen teams completely silo ops and dev in the cloud. These are tools in the toolbox that teams can choose to leverage, but they will not magically make a team ready or more effective. The one exception to this is code reviews by non-authors.

Code reviews are the one practice that helps improve software quality, and there is empirical data to support this. Pair programming can be a great way to mentor junior engineers and ensure someone else understands the code, but it’s not a replacement for code reviews. It’s just as easy to come up with a bad idea working by yourself as it is working with another person, but when you bring in someone uninvolved with outside perspective, they’re more likely to realize it’s a bad idea.

Code reviews are an effective way to quickly level up teams provided you have a few pockets of knowledgeable reviewers to bootstrap the process (which, as a corollary, means high-performing teams should occasionally be broken up to seed the rest of the organization). They provide quick feedback to developers who will eventually internalize it and then instill it in their own code reviews. Thus, it quickly spreads expertise. Leveling up becomes contagious.

I experienced this firsthand when I started working at Workiva. Having never written a single line of Python and having never used Google App Engine before, I joined a company whose product was predominantly written in Python and running on Google App Engine. Within the span of a few months, I became a fairly proficient Python developer and quite knowledgeable of App Engine and distributed systems practices. I didn’t do any training. I didn’t read any books. I rarely pair-coded. It was through code reviews (and, in particular, group code reviews!) alone that I leveled up. And it’s why we were ruthless on code reviews, which often caught new hires off guard. Using this approach, Workiva effectively took a team of engineers with virtually no Python or cloud experience, shipped a cloud-based SaaS product written in Python, and then IPO’d in the span of a few years.

Code reviews promote a culture which separates ego from code. People are naturally threatened by criticism, but with a culture of code reviews, we critique code, not people. Code reviews are also a good way to share context within a team. When other people review your code, they get an idea of what you’re up to and where you’re at. Code reviews provide a pulse to your team, and that can help when a teammate needs to context switch to something you were working on.

They are also a powerful way to scale other functions of product development. For example, one area many companies struggle with is security. InfoSec teams are frequently a bottleneck for R&D organizations and often resource-constrained. By developing a security-reviewer program, we can better scale how we approach security and compliance. Require security-sensitive changes to undergo a security review. In order to become a security reviewer, engineers must go through a security training program which must be renewed annually. Google takes this idea even further, having certifications for different areas like “JS readability.”

This is why our consulting at Real Kinetic emphasizes mentorship and building a culture of continuous improvement. It’s also why we bring a bias to action. We talk to companies who want to start adopting new practices and technologies but feel their teams aren’t prepared enough. Here’s the reality: you will never feel fully prepared because you can never be fully prepared. As John Gall points out, the best an army can do is be fully prepared to fight the previous war. This is where being agile does matter, but agile only in the sense of reacting and pivoting quickly.

Nothing is a replacement for experience. You don’t become a professional athlete by watching professional sports on TV. You don’t build reliable cloud software by reading about it in books or going to trainings. To be clear, these things can help, but they aren’t strategies. Similarly, developer practices can help, but they aren’t prerequisites. And more often than not, they become emotional or philosophical debates rather than objective discussions. Teams need to be given the latitude to experiment and make mistakes in order to develop that experience. They need to start doing.

The one exception is code reviews. This is the single most effective way to level up development teams. Through rigorous code reviews, quick iterations, and doing, your teams will level up faster than any training curriculum could achieve. Invest in training or other resources if you think they will help, but mandate code reviews on changes before merging into master. Along with regular retros, this is a foundational component to building a culture of continuous improvement. Expertise will start to spread like wildfire within your organization.