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Running Efficient Distributed
Teams
Ricardo J. Méndez
ricardo@numergent.com
@ArgesRic
About me
• Software engineer, run Numergent.
• Work mostly with data-oriented projects, on media, health care
information management, and financial companies.
• Run project-specific, distributed development teams.
• Six years of working exclusively with distributed teams.
• I’d rather take the right expertise where I find it.
@ArgesRic
Coordination has a cost
@ArgesRic
When you have a question,
your answer may not arrive
even on the same day.
@ArgesRic
Autonomy is fundamental
@ArgesRic
Late-binding of tasks to owners
Fred George, “Implementing programmer Anarchy”
https://www.youtube.com/watch?v=tIxHmsWCd7g
@ArgesRic
Having lots tasks assigned early
can overwhelm a developer.
@ArgesRic
Never force people to ask for
permission to work more.
@ArgesRic
Instead, let people continually ask
themselves “what's next?”
@ArgesRic
Assign early only very specialized
tasks, with specific deadlines.
@ArgesRic
Conventions are important
@ArgesRic
Fundamental for issues and tasks.
Come up with a clear nomenclature
from the start.
@ArgesRic
Mis-assigned or mis-interpreted
severities and priorities
will slow you down.
@ArgesRic
Conventions: Issue severity
• Enhancement: Self-explanatory.
• Minor: Deal with it as time allows.
• Major: You don’t want to launch without it, not having it requires a
scope negotiation.
• Critical: Fundamental to system’s concept and integrity.
• Blocker: Stopping at least one person from working. For bugs only.
@ArgesRic
Do not let P1 Blockers become a
prioritization hack.
@ArgesRic
There’s a difference between
urgent
and
important
@ArgesRic
Write everything down
@ArgesRic
Yes, writing things down
takes time.
@ArgesRic
Guess what?
You should be doing it anyway.
@ArgesRic
Do not abide an oral history,
Chinese whispers
approach to project management.
@ArgesRic
If it’s worth answering, it’s worth
writing the answer down.
@ArgesRic
Issue-specific answers go on the
issue.
General questions go on the wiki.
@ArgesRic
Chances are people will ask the
same question twice.
You only pay the cost once.
@ArgesRic
Your team will talk less, and write
more.
This is not a bug, it’s a feature.
@ArgesRic
Cross-reference and
increase visibility
@ArgesRic
Tag feature branches with the task
code.
Link to issue discussion on commit
logs.
@ArgesRic
git-flow is your friend
(or something like it)
http://nvie.com/posts/a-successful-git-branching-model/
@ArgesRic
Developers own their feature
branches.
Never assume they are set in stone.
@ArgesRic
Do small, independent commits
@ArgesRic
Push your feature branches, even
if you’re not done.
@ArgesRic
Make intermediate commits, even
if you’ll amend later.
@ArgesRic
When all you have is Scrum,
everything looks
like a stand-up
@ArgesRic
Daily meetings, however short,
will be an issue.
@ArgesRic
Assumptions change.
You will need to touch base daily.
Do it asynchronously.
@ArgesRic
Keep a good idea of people’s
availability.
@ArgesRic
Agree on team member availability
beforehand.
It’s not about synchrony.
It’s about timing.
@ArgesRic
Mind the human factor
@ArgesRic
You won’t have the usual visual
cues.
@ArgesRic
Be extra aware of cultural fit, or
personal differences.
@ArgesRic
There are exceptions
@ArgesRic
You may need to have a few
people meet.
Plan ahead and budget.
@ArgesRic
Questions?
@ArgesRic
Thank you!
Ricardo J. Méndez
ricardo@numergent.com

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Running efficient distributed teams

Editor's Notes

  1. Worked with partially distributed teams before. This includes Fortune 100 companies that I can't even name on camera. The more specialized the project, the harder it is to find the right expertise.
  2. QA and client management in New York. Some creative people in Amsterdam Development in Hamburg, Germany. Development in Cluj-Napoca, Romania. A modeling and animation team in... I'm not actually sure where I was coordinating the technical aspects from Bucharest, Romania Specs for: Team building a mock up store and installation in a warehouse that, IIRC, was in New Jersey, and A team building the actual physical store in Minnesota. Like, people drilling holes into a ceiling and putting nice marks on the floor at certain distances. These instructions cannot be wrong, and after this team has started working, you don’t get to change your mind.
  3. This is true of local teams as well
  4. … but since distributed teams may be spread across timezones,
  5. … and work under different people … who have different priorities, the coordination cost will go up
  6. So reducing the types of questions people need to ask is paramount.
  7. This coordination cost has a good side, which is that it discourages you from micro-managing. Most of what we will discuss is focused on enhancing this autonomy.
  8. Shamelessly stolen term. Early binding might look good when everything is going according to schedule, but chances are, things won’t.
  9. If you start falling behind, and you see a piling mountain of task, you get stressed, which clouds your judgement.
  10. On the other hand, early binding forces a developer who’s ahead to ask if they should take a task that has an owner.
  11. In case this sounds familiar, it’s very similar to what Kanban suggests
  12. Those? Sure, assign them as early as possible. But in general, I suggest leaving any non-critical non-specialized task un-assigned, and just have people grab them as needed.
  13. Because coordination has a cost, the fewer questions you have to ask, the better.
  14. Particularly important when someone’s filing tasks or issues. Come up with a clear nomenclature from the start, since you're not going to be able to wander into Joe Bob's office and ask him to elaborate.
  15. Issue severity the convention was “if this was launched this week, and we never worked on it ever again, how big a problem would it be?"
  16. Issue severity the convention was “if this was launched this week, and we never worked on it ever again, how big a problem would it be?" One rule I established is that the only person who gets to assign a task as a blocker, is the one being blocked.
  17. Users will tend to want whatever they want you to work on next to be a P1 Blocker, but you need to explain to them that there's a difference between urgent and important.
  18. And blockers are the very rare case that’s both. Emphasis on very rare.
  19. It doesn’t matter if the team is distributed or not. It doesn’t matter if you can just walk into Joe Bob’s office and ask him a question. If you do that, now only you and Joe Bob know.
  20. I don’t care how specific a question is.
  21. Even if you discussed it over Slack, or Skype, or IRC or Matter. Just paste the relevant chat log lines where they belong. You have a Wiki, right?
  22. Next time someone asks the same question, you can just send them the link.
  23. Developers own their feature branches, so they’re allowed to amend them unless otherwise agreed.
  24. It’s easier for other to cherry-pick things they need, even if you’re not done with your feature branch.
  25. This _also_ lets other see if you’re working on an issue related to their task, maybe cherry-pick.
  26. When for whatever reason you can’t make small commits… This helps other see what you’re doing, and potentially comment on your rationale.
  27. Maybe useful when everyone starts at the same hour, but not when people keep their own schedule. Much less across timezones. When working across multiple timezones, any way you try to set them up, you’re going to break someone’s flow.
  28. You *will* need everyone to touch base when they start working every day, just to make sure whatever assumption they held when they went to bed the previous day still holds. Whether you do that by Slack, or Jira's status reports, or a ping on Skype, is up to you. If you have external clients, you may need to designate someone to coordinate.
  29. Just because you're at your desk, you can't expect others will as well. I never really used a tool for this - nobody checked in or out. I err on the side of keeping the process light. But I can tell you that the projects in which I've had the most coordination grief, is when I had a team member whose availability was irregular. Remember: coordination is expensive.
  30. To solve, have previously agreed-upon availability. If anyone needs to deviate from what they said, they should let the team know. This is not about synchronous communication, is about being able to know when you're likely to get an answer.
  31. A few million years have optimized us for visual cues on behavior. If anyone steps on someone else’s toes, and this person is the “quiet brooding type”, the fact that not everyone is in a room will make it more difficult to tell. If you’re running a distributed team, you’ll need to give this extra care.
  32. A topic in and of itself, find me if you want to discuss further.