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The Engineer-to-
Manager Transition
How to Survive your First 90 Days
David Loftesness / @dloft
Goals of this talk
• Provide context on the technical management role.
• Help you decide whether to pursue it.
• Help you succeed if you do.
About me
• Working in tech for 24 years at 6 companies.
• 2 hyper-growth IPOs: Twitter, Geoworks
• 2 failed startups talent acquisitions: Blue Mug -> Amazon,
Xmarks -> SurveyMonkey
• Helped ~15 engineers transition to management roles
• Currently on 12 month sabbatical
• Contact me! david@loftesness.com / @dloft
Context
• Startups tend to avoid management.
• At first, founders make all the management decisions.
• If the company is successful, hiring takes off.
• Before long, management is urgently needed.
• Manager to engineer: “Hey, I’m drowning. Can you
manage this team for me?”
Let’s make some managers!
Most tech companies have a bias towards in-house
conversions.
• Good! Current individual contributors (ICs) have lots of
context on the product, tech, workflow, etc.
• Bad! Most current ICs have no idea how to manage. The
founders probably won’t be effective coaches. And you’
re already in “management debt”.
Totally unscientific poll
• How many of you are managers or former managers?
• How many of you received training on management
before becoming a manager?
Poll results
• Informal survey of engineering managers from various
companies.
• “Before becoming a manager, did you participate in any
formal management training?”
• No: 14
• Yes: 1
“Just in Time” management?
• Staffing a very important role with mostly untrained
beginners…Crazy! Why do we do this again?
• Management skills tend to be undervalued relative to
technical skills, experience at the company, etc
• “Managing is just making schedules, meetings, and
performance reviews, right? Doesn’t seem so hard…”
• Not going to change this (yet). In the meantime…
Day 0: The Decision
• Your manager asks you “The Question”…
• Do you know… are you right for the job? Is the job right
for you?
• What happens if I say Yes?
This is an entirely new job
• You won’t be able to just “bolt on” some management
work.
• You now have people whose happiness at work rests
largely on your shoulders.
• You are now responsible for the results but can’t do all
the work yourself.
Say goodbye to coding
• For now, at least. Coding, architecture, technical
decision-making: these are not your primary job
anymore!
• It’s okay to have a transition period, but the longer you
hold on, the longer it will take to become a competent
manager.
• You need to show your team you trust their judgement,
and before you know it you will NEED to.
Say hello to your team
• Instead of your coding & design work, you will be:
• understanding the people on your team and helping
them do their best work
• setting clear expectations for each individual
• communicating with the team, peers, managers
• trusting others with important technical decisions
Day 0: The Decision
• Are you ready to say Yes?
• Great! What next?
Surviving 90 days in 30-day
chunks
• Days 1-30: own your education
• Days 30-60: find a rhythm
• Days 60-90: assess yourself
Days 1-30: own your education
• Make “learning about management” part of your daily
routine.
• Actively learn about your team.
• Find a mentor (or 2 or 3)
Days 30-60: find a rhythm• Most common new-manager traps
1. the endless cycle of email and meetings.
2. avoiding management work by coding
• Build yourself an “Event Loop”.
• Daily / Weekly / Monthly checklists
• Important: block off time on your calendar to review
these.
EM Event Loop examples
Daily Weekly Monthly
People
Recruiting pipeline: how can I close
this great candidate?
Who needs feedback from last week?
Does everyone on the team know what
is expected of them?
Projects Are my critical projects on track?
Do I need to update anyone on project
status?
Any projects on the back burner that
we should start?
Process
What needs to be said at standup
today?
Do I need to do any backlog
grooming?
Are we managing projects the right
way?
Me
Am I ready for today’s meetings? Can
any be cancelled?
What are my goals for this week? How
did I do against goals for last week?
What do I need to be more successful
in my job?
Days 60-90: assess yourself
• Here’s a quick test: in 1 minute per person, can you
name what is unique about each team member and your
plan to capitalizing on it? (h/t: Marcus Buckingham, "The
One Thing You Need To Know”)
• Can you start to see what changes need to be made? Or
are you just treading water? (h/t: Glen Sanford, “On Code
Review”)
• Is the team actually delivering results? In the end, this is
what matters most!
Day 90: should I fire myself?
• This is your day for a go/no-go decision.
• If “no-go”, don’t think of it as “stepping down”, but rather
focusing on your strengths, your passions.
• If “go”, congrats, you still have a ton to learn about
managing!
• Here are some suggestions…
Going from "surviving" to
"succeeding"
• Focus on enhancing strengths, not fixing weaknesses.
• Find your truth-teller, your "court jester”.
• Build a lasting learning environment with your peers:
reading group, lunch discussions, etc.
Additional Reading
• DeMarco and Lister - “Peopleware”, “Slack”
• Buckingham and Coffman - “First, Break All The Rules”
• Rands In Repose - http://randsinrepose.com/blog/
• Joe Xavier - https://www.quora.com/What-are-the-
primary-traits-of-a-great-people-manager/answer/Joe-
Xavier
Thank you!
David Loftesness
david@loftesness.com / @dloft
Survey results
The Engineer to Manager Transition, by Former Twitter Director of Engineering David Loftesness

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The Engineer to Manager Transition, by Former Twitter Director of Engineering David Loftesness

  • 1. The Engineer-to- Manager Transition How to Survive your First 90 Days David Loftesness / @dloft
  • 2. Goals of this talk • Provide context on the technical management role. • Help you decide whether to pursue it. • Help you succeed if you do.
  • 3. About me • Working in tech for 24 years at 6 companies. • 2 hyper-growth IPOs: Twitter, Geoworks • 2 failed startups talent acquisitions: Blue Mug -> Amazon, Xmarks -> SurveyMonkey • Helped ~15 engineers transition to management roles • Currently on 12 month sabbatical • Contact me! david@loftesness.com / @dloft
  • 4. Context • Startups tend to avoid management. • At first, founders make all the management decisions. • If the company is successful, hiring takes off. • Before long, management is urgently needed. • Manager to engineer: “Hey, I’m drowning. Can you manage this team for me?”
  • 5. Let’s make some managers! Most tech companies have a bias towards in-house conversions. • Good! Current individual contributors (ICs) have lots of context on the product, tech, workflow, etc. • Bad! Most current ICs have no idea how to manage. The founders probably won’t be effective coaches. And you’ re already in “management debt”.
  • 6. Totally unscientific poll • How many of you are managers or former managers? • How many of you received training on management before becoming a manager?
  • 7. Poll results • Informal survey of engineering managers from various companies. • “Before becoming a manager, did you participate in any formal management training?” • No: 14 • Yes: 1
  • 8. “Just in Time” management? • Staffing a very important role with mostly untrained beginners…Crazy! Why do we do this again? • Management skills tend to be undervalued relative to technical skills, experience at the company, etc • “Managing is just making schedules, meetings, and performance reviews, right? Doesn’t seem so hard…” • Not going to change this (yet). In the meantime…
  • 9. Day 0: The Decision • Your manager asks you “The Question”… • Do you know… are you right for the job? Is the job right for you? • What happens if I say Yes?
  • 10. This is an entirely new job • You won’t be able to just “bolt on” some management work. • You now have people whose happiness at work rests largely on your shoulders. • You are now responsible for the results but can’t do all the work yourself.
  • 11. Say goodbye to coding • For now, at least. Coding, architecture, technical decision-making: these are not your primary job anymore! • It’s okay to have a transition period, but the longer you hold on, the longer it will take to become a competent manager. • You need to show your team you trust their judgement, and before you know it you will NEED to.
  • 12. Say hello to your team • Instead of your coding & design work, you will be: • understanding the people on your team and helping them do their best work • setting clear expectations for each individual • communicating with the team, peers, managers • trusting others with important technical decisions
  • 13. Day 0: The Decision • Are you ready to say Yes? • Great! What next?
  • 14. Surviving 90 days in 30-day chunks • Days 1-30: own your education • Days 30-60: find a rhythm • Days 60-90: assess yourself
  • 15. Days 1-30: own your education • Make “learning about management” part of your daily routine. • Actively learn about your team. • Find a mentor (or 2 or 3)
  • 16. Days 30-60: find a rhythm• Most common new-manager traps 1. the endless cycle of email and meetings. 2. avoiding management work by coding • Build yourself an “Event Loop”. • Daily / Weekly / Monthly checklists • Important: block off time on your calendar to review these.
  • 17. EM Event Loop examples Daily Weekly Monthly People Recruiting pipeline: how can I close this great candidate? Who needs feedback from last week? Does everyone on the team know what is expected of them? Projects Are my critical projects on track? Do I need to update anyone on project status? Any projects on the back burner that we should start? Process What needs to be said at standup today? Do I need to do any backlog grooming? Are we managing projects the right way? Me Am I ready for today’s meetings? Can any be cancelled? What are my goals for this week? How did I do against goals for last week? What do I need to be more successful in my job?
  • 18. Days 60-90: assess yourself • Here’s a quick test: in 1 minute per person, can you name what is unique about each team member and your plan to capitalizing on it? (h/t: Marcus Buckingham, "The One Thing You Need To Know”) • Can you start to see what changes need to be made? Or are you just treading water? (h/t: Glen Sanford, “On Code Review”) • Is the team actually delivering results? In the end, this is what matters most!
  • 19. Day 90: should I fire myself? • This is your day for a go/no-go decision. • If “no-go”, don’t think of it as “stepping down”, but rather focusing on your strengths, your passions. • If “go”, congrats, you still have a ton to learn about managing! • Here are some suggestions…
  • 20. Going from "surviving" to "succeeding" • Focus on enhancing strengths, not fixing weaknesses. • Find your truth-teller, your "court jester”. • Build a lasting learning environment with your peers: reading group, lunch discussions, etc.
  • 21. Additional Reading • DeMarco and Lister - “Peopleware”, “Slack” • Buckingham and Coffman - “First, Break All The Rules” • Rands In Repose - http://randsinrepose.com/blog/ • Joe Xavier - https://www.quora.com/What-are-the- primary-traits-of-a-great-people-manager/answer/Joe- Xavier