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How	
  to	
  Effectively	
  Manage	
  a	
  Virtual	
  Team	
  of	
  Software	
  Developers	
  using	
  Spotlight	
  

Are	
  you	
  planning	
  on	
  managing	
  a	
  team	
  of	
  virtual	
  software	
  developers,	
  or	
  are	
  you	
  already	
  managing	
  a	
  
team	
  of	
  virtual	
  developers?	
  I	
  ask	
  because	
  if	
  you	
  are	
  already	
  managing	
  a	
  virtual	
  workforce,	
  then	
  you’ve	
  
honed	
  in	
  on	
  a	
  key	
  competitive	
  advantage.	
  In	
  my	
  15+	
  years	
  of	
  creating	
  software	
  in	
  various	
  roles	
  from	
  
developer	
  to	
  VP	
  to	
  business	
  owner,	
  I	
  have	
  always	
  sought	
  better,	
  faster	
  and	
  more	
  efficient	
  ways	
  to	
  
develop	
  quality	
  applications.	
  Today,	
  you	
  have	
  a	
  whopping	
  competitive	
  advantage	
  right	
  in	
  front	
  of	
  your	
  
face:	
  the	
  ability	
  to	
  find	
  and	
  hire	
  talent	
  from	
  around	
  the	
  world,	
  and	
  with	
  incredible	
  ease.	
  	
  

There	
  are	
  two	
  key	
  advantages	
  to	
  working	
  with	
  a	
  virtual	
  workforce.	
  First	
  and	
  foremost,	
  you	
  remove	
  the	
  
shackles	
  of	
  geo-­‐location	
  restraints.	
  Instead	
  of	
  confining	
  your	
  search	
  for	
  that	
  perfect	
  PHP	
  or	
  .NET	
  
developer	
  within	
  50	
  radius	
  miles	
  of	
  your	
  office,	
  you	
  open	
  your	
  search	
  to	
  an	
  entire	
  planet.	
  Software	
  
development	
  is	
  a	
  discipline	
  of	
  many,	
  many	
  specialties.	
  Often,	
  your	
  project	
  requires	
  a	
  good	
  half-­‐dozen	
  
specialized	
  skills,	
  like	
  database,	
  user	
  design,	
  SaaS,	
  etc.	
  Opening	
  your	
  search	
  to	
  the	
  whole	
  world	
  increases	
  
your	
  odds	
  of	
  finding	
  the	
  right	
  talent,	
  and	
  very	
  often	
  talent	
  with	
  multiple	
  skills	
  that	
  match	
  your	
  needs	
  
perfectly.	
  

That	
  brings	
  us	
  to	
  the	
  second	
  advantage	
  of	
  working	
  with	
  a	
  virtual	
  workforce:	
  cost.	
  Chances	
  are	
  very	
  good	
  
that	
  the	
  talent	
  you	
  source	
  will	
  be	
  located	
  in	
  a	
  country	
  whose	
  cost	
  of	
  living	
  is	
  less	
  than	
  the	
  United	
  States;	
  
hence	
  you	
  pay	
  less	
  for	
  equivalent	
  talent.	
  But	
  there‘s	
  more	
  to	
  this	
  story.	
  As	
  you	
  open	
  the	
  geo-­‐boundaries	
  
of	
  your	
  search,	
  you	
  increase	
  the	
  odds	
  of	
  finding	
  developers	
  adept	
  in	
  multiple	
  disciplines.	
  That	
  means	
  you	
  
may	
  find	
  a	
  database	
  guru	
  who’s	
  also	
  great	
  at	
  UI	
  design…	
  two	
  for	
  the	
  price	
  of	
  one!	
  	
  	
  	
  

Sounds	
  great,	
  huh?	
  So	
  here’s	
  comes	
  the	
  dark	
  cloud.	
  According	
  to	
  a	
  study	
  by	
  the	
  Aberdeen	
  Group,	
  about	
  
50%	
  -­‐	
  90%	
  of	
  all	
  software	
  development	
  projects	
  executed	
  by	
  virtual	
  teams	
  fail.	
  That’s	
  staggering.	
  That	
  
means	
  only	
  10%	
  -­‐	
  50%	
  of	
  software	
  development	
  projects	
  executed	
  by	
  virtual	
  teams	
  succeed.	
  Learning	
  
and	
  improving	
  from	
  very	
  early	
  failures,	
  my	
  career	
  success	
  rate	
  of	
  starting	
  and	
  delivering	
  software	
  
projects	
  utilizing	
  virtual	
  teams	
  is	
  95%;	
  way	
  above	
  the	
  mean	
  success	
  rate.	
  It’s	
  the	
  primary	
  reason	
  why	
  my	
  
software	
  development	
  services	
  company	
  has	
  grown	
  so	
  rapidly.	
  How	
  do	
  I	
  do	
  it?	
  How	
  do	
  I	
  consistently	
  
beat	
  the	
  odds?	
  I	
  beat	
  the	
  odds	
  with	
  a	
  methodical	
  process.	
  That’s	
  what	
  the	
  rest	
  of	
  this	
  paper	
  discusses.	
  
And	
  the	
  good	
  news	
  is,	
  the	
  process	
  can	
  be	
  taught	
  and	
  followed	
  with	
  precision	
  using	
  Spotlight.	
  

Planning	
  your	
  Project	
  
Would	
  you	
  build	
  a	
  house	
  without	
  a	
  blueprint?	
  Would	
  you	
  drive	
  around	
  in	
  a	
  new	
  town	
  without	
  a	
  map?	
  I	
  
certainly	
  hope	
  you	
  answered	
  ‘no’	
  to	
  both.	
  Yet,	
  so	
  many	
  entrepreneurs	
  and	
  developers	
  code	
  without	
  a	
  
plan.	
  “We	
  wing	
  it”,	
  “We’re	
  lean”,	
  “It	
  just	
  writes	
  itself”,	
  and	
  the	
  list	
  of	
  excuses	
  go	
  on	
  and	
  on.	
  Budget	
  
overrun,	
  buggy	
  code	
  and	
  worst	
  of	
  all,	
  an	
  app	
  that	
  does	
  not	
  meet	
  business	
  goals,	
  are	
  the	
  usual	
  
consequences	
  for	
  not	
  planning.	
  But	
  in	
  my	
  15+	
  years	
  of	
  doing	
  this,	
  I	
  can	
  tell	
  you	
  that	
  a	
  good	
  plan	
  is	
  
essential.	
  	
  

(Quick	
  tangent:	
  You’re	
  plan	
  will	
  change.	
  Your	
  plan	
  will	
  probably	
  change	
  a	
  lot	
  from	
  the	
  first	
  revision.	
  This	
  
is	
  called	
  a	
  “pivot”	
  in	
  software	
  development	
  terms.	
  It’s	
  a	
  perfectly	
  natural	
  course	
  of	
  development	
  that	
  
leads	
  to	
  ultimate	
  success.	
  But	
  you	
  cannot	
  pivot	
  to	
  success	
  if	
  you	
  do	
  not	
  already	
  have	
  a	
  clear	
  idea	
  of	
  
where	
  you	
  are	
  going.)	
  
Planning	
  starts	
  with	
  you,	
  and	
  then	
  passes	
  to	
  the	
  the	
  developers.	
  The	
  first	
  step	
  is	
  to	
  visually	
  and	
  textually	
  
describe	
  your	
  app	
  in	
  detail.	
  The	
  best	
  way	
  to	
  visually	
  describe	
  your	
  app	
  is	
  to	
  create	
  “wire-­‐frames”.	
  Wire-­‐
frames	
  are	
  a	
  sketched	
  version	
  of	
  each	
  screen	
  in	
  your	
  app	
  and	
  how	
  each	
  screen	
  connects	
  to	
  other	
  
screens.	
  It	
  is	
  the	
  user	
  experience	
  (UX)	
  and	
  workflow	
  of	
  your	
  app.	
  For	
  example,	
  a	
  wire-­‐frame	
  for	
  a	
  login	
  
screen	
  may	
  show	
  the	
  text	
  fields	
  where	
  a	
  user	
  enters	
  their	
  username	
  and	
  password,	
  as	
  well	
  as	
  a	
  login	
  
button.	
  There	
  are	
  many	
  great	
  tools	
  to	
  create	
  wire-­‐frames.	
  Two	
  really	
  good	
  ones	
  are	
  
http://www.balsamiq.com/	
  and	
  https://moqups.com/#!/.	
  

The	
  best	
  way	
  to	
  textually	
  describe	
  your	
  product	
  is	
  with	
  “use	
  cases”.	
  Use	
  cases	
  are	
  plain	
  text	
  that	
  
accompanies	
  wire-­‐frames.	
  They	
  describe	
  what	
  each	
  control,	
  button,	
  link,	
  combo-­‐box,	
  etc.	
  do	
  on	
  a	
  
screen.	
  Use	
  cases	
  describe	
  the	
  permutations	
  a	
  user	
  can	
  experience	
  when	
  interacting	
  with	
  a	
  screen.	
  For	
  
example,	
  referring	
  to	
  the	
  login	
  wireframe,	
  a	
  use	
  case	
  may	
  describe	
  what	
  happens	
  when	
  a	
  user	
  presses	
  
‘login’.	
  For	
  instance,	
  what	
  screen	
  is	
  the	
  user	
  taken	
  to	
  next	
  when	
  he	
  presses	
  ‘login’?	
  Or	
  what	
  happens	
  
when	
  a	
  user	
  enters	
  an	
  invalid	
  username	
  or	
  password.	
  The	
  various	
  user	
  experiences	
  are	
  described	
  in	
  use	
  
cases.	
  




                                                                                                                                             	
  
                                                              Figure	
  1:	
  An	
  example	
  of	
  a	
  wire-­‐frame.	
  

(On	
  a	
  side	
  note,	
  it’s	
  a	
  good	
  idea	
  to	
  run	
  your	
  wire-­‐frames	
  and	
  use	
  cases	
  by	
  a	
  few	
  third	
  party	
  eyes.	
  If	
  it	
  
makes	
  sense	
  to	
  them,	
  you’re	
  on	
  the	
  right	
  track.	
  If	
  they	
  have	
  constructive	
  feedback,	
  that’s	
  even	
  better!)	
  

Now	
  that	
  the	
  wire-­‐frames	
  and	
  use	
  cases	
  are	
  ready,	
  it’s	
  time	
  to	
  plan	
  the	
  project.	
  This	
  is	
  typically	
  
performed	
  by	
  a	
  minimum	
  of	
  a	
  senior	
  level	
  developer,	
  and	
  optimally	
  with	
  a	
  project	
  manager	
  to	
  help	
  with	
  
scoping.	
  Project	
  planning	
  is	
  a	
  process	
  of	
  slicing	
  the	
  project	
  in	
  segments,	
  or	
  “sprints”	
  as	
  they	
  are	
  
sometimes	
  referred	
  to	
  in	
  software	
  development.	
  A	
  project	
  is	
  comprised	
  of	
  several	
  sprints,	
  and	
  each	
  
sprint	
  is	
  comprised	
  of	
  granular	
  tasks	
  assigned	
  to	
  various	
  members	
  of	
  the	
  team.	
  For	
  example,	
  Sprint	
  One	
  
may	
  be	
  the	
  Database	
  Sprint,	
  which	
  has	
  10	
  tasks	
  assigned	
  to	
  several	
  developers	
  that	
  will	
  build	
  the	
  
database.	
  	
  




                                                                                                                                                                         	
  
                                               Figure	
  2:	
  Using	
  Sprints	
  to	
  manage	
  projects	
  in	
  Spotlight	
  

	
  




                                                                                                                                                                         	
  
                                             Figure	
  3:	
  Sprints	
  consists	
  of	
  tasks	
  assigned	
  to	
  developers	
  

A	
  typical	
  sprint	
  will	
  run	
  anywhere	
  from	
  1-­‐3	
  weeks.	
  Properly	
  planning	
  the	
  correct	
  number	
  of	
  sprints	
  in	
  a	
  
project	
  and	
  in	
  the	
  correct	
  order	
  will	
  lay	
  the	
  entire	
  foundation	
  of	
  the	
  project’s	
  execution	
  and	
  delivery.	
  	
  
It’s	
  vital	
  that	
  you	
  ensure	
  that	
  the	
  necessary	
  time	
  is	
  spent	
  on	
  this	
  phase,	
  which	
  usually	
  runs	
  about	
  1-­‐2	
  
weeks,	
  depending	
  on	
  the	
  size	
  of	
  your	
  project.	
  It	
  is	
  time	
  very	
  well	
  spent,	
  and	
  I	
  personally	
  would	
  never	
  do	
  
a	
  project	
  without	
  this	
  phase.	
  With	
  the	
  sprints	
  in	
  place,	
  you	
  now	
  have	
  a	
  timeline	
  for	
  your	
  project.	
  The	
  
tasks	
  assigned	
  ensure	
  everyone	
  knows	
  their	
  marching	
  order.	
  This	
  creates	
  a	
  sense	
  of	
  accountability	
  
within	
  the	
  team	
  to	
  perform	
  to	
  the	
  mandate	
  laid	
  out	
  in	
  the	
  sprints.	
  Now	
  it’s	
  time	
  to	
  execute.	
  

Building	
  your	
  Dream	
  
Managing	
  a	
  virtual	
  team	
  of	
  developers	
  is	
  an	
  art	
  built	
  upon	
  a	
  process.	
  The	
  art	
  form	
  is	
  something	
  you	
  will	
  
enhance	
  and	
  perfect	
  over	
  time	
  based	
  on	
  your	
  own	
  management	
  style	
  and	
  flair.	
  Naturally,	
  I	
  cannot	
  teach	
  
the	
  art	
  of	
  management,	
  that’s	
  your	
  own	
  unique	
  approach,	
  but	
  I	
  can	
  teach	
  a	
  proven	
  process	
  to	
  manage	
  
virtual	
  developers.	
  This	
  is	
  a	
  process	
  that	
  I	
  have	
  perfected	
  over	
  many	
  years	
  of	
  successfully	
  managing	
  
virtual	
  employees	
  from	
  the	
  United	
  States,	
  Latin	
  America,	
  India,	
  the	
  Middle	
  East	
  and	
  the	
  Ukraine.	
  It’s	
  a	
  
process	
  that,	
  if	
  followed	
  with	
  strict	
  adherence,	
  will	
  greatly	
  improved	
  your	
  chances	
  of	
  success	
  when	
  
managing	
  a	
  team	
  of	
  virtual	
  employees,	
  whether	
  they	
  are	
  developers,	
  testers,	
  or	
  any	
  other	
  discipline.	
  	
  

First,	
  start	
  each	
  day	
  with	
  a	
  15-­‐minute	
  meeting.	
  In	
  the	
  software	
  development	
  world,	
  these	
  meetings	
  are	
  
called	
  “daily	
  scrums”	
  or	
  “stand-­‐ups”.	
  The	
  purpose	
  of	
  these	
  meetings	
  is	
  communication	
  and	
  
accountability.	
  Each	
  person	
  in	
  the	
  scrum	
  quickly	
  states	
  what	
  they	
  accomplished	
  yesterday,	
  what	
  their	
  
goals	
  are	
  for	
  the	
  day,	
  and	
  cite	
  any	
  impediments	
  to	
  their	
  goals.	
  These	
  daily	
  scrums	
  should	
  run	
  15	
  
minutes.	
  It	
  is	
  an	
  overview	
  meeting	
  to	
  get	
  the	
  entire	
  team	
  synched	
  for	
  the	
  day.	
  Any	
  sideline	
  
conversations	
  should	
  be	
  conducted	
  after	
  the	
  daily	
  scrum	
  with	
  the	
  interested	
  parties.	
  Keep	
  the	
  daily	
  
scrum	
  short	
  and	
  focused.	
  

Who	
  should	
  attend	
  the	
  daily	
  scrum?	
  Most	
  development	
  teams	
  confine	
  the	
  daily	
  scrums	
  to	
  key	
  
developers.	
  I,	
  on	
  the	
  other	
  hand,	
  involve	
  the	
  entire	
  team.	
  I	
  involve	
  developers	
  as	
  well	
  as	
  testers,	
  
designers	
  and	
  project	
  managers.	
  My	
  rationale	
  is	
  that	
  if	
  everyone	
  in	
  the	
  team	
  knows	
  what	
  everyone	
  else	
  
is	
  working	
  on,	
  then	
  a	
  true	
  synergetic	
  atmosphere	
  is	
  built.	
  If	
  QA	
  knows	
  what’s	
  coming	
  down	
  the	
  pike	
  
from	
  a	
  developer,	
  they	
  can	
  be	
  better	
  prepared.	
  If	
  a	
  designer	
  listens	
  in	
  on	
  a	
  new	
  feature	
  discussion,	
  they	
  
may	
  lend	
  valuable	
  UX	
  insight	
  early	
  on	
  in	
  the	
  development	
  process.	
  In	
  my	
  experience,	
  the	
  quality	
  of	
  a	
  
product	
  is	
  directly	
  related	
  to	
  the	
  more	
  involved	
  and	
  intertwined	
  the	
  various	
  members	
  of	
  a	
  team	
  are.	
  

Now	
  that	
  the	
  team	
  is	
  synched	
  and	
  producing,	
  it’s	
  important	
  that	
  the	
  team	
  continues	
  communicating	
  
throughout	
  the	
  day.	
  If	
  the	
  team	
  were	
  all	
  sitting	
  together	
  in	
  a	
  brick	
  and	
  mortar	
  office,	
  this	
  would	
  
naturally	
  happen	
  as	
  the	
  project	
  manager	
  makes	
  his	
  or	
  her	
  rounds,	
  or	
  the	
  developers	
  chat	
  by	
  the	
  water	
  
cooler,	
  at	
  lunch	
  or	
  elsewhere.	
  But	
  this	
  is	
  less	
  natural	
  for	
  a	
  virtual	
  team	
  so	
  a	
  process	
  is	
  needed.	
  I	
  have	
  
found	
  that	
  regular	
  status	
  updates	
  facilitate	
  communication	
  thought	
  out	
  the	
  day.	
  A	
  status	
  update	
  is	
  an	
  
email	
  sent	
  to	
  the	
  entire	
  team	
  that	
  states	
  a	
  few	
  key	
  attributes	
  to	
  the	
  team:	
  

      1. What	
  are	
  you	
  working	
  on	
  now?	
  
      2. What	
  is	
  your	
  progress?	
  
      3. Are	
  there	
  any	
  issues?	
  

These	
  status	
  update	
  emails	
  should	
  be	
  sent	
  3-­‐5	
  times	
  per	
  day,	
  or	
  as	
  tasks,	
  progress	
  or	
  statuses	
  change.	
  
They	
  should	
  also	
  include	
  availability.	
  In	
  other	
  words,	
  team	
  members	
  must	
  inform	
  other	
  team	
  members	
  
what	
  time	
  they	
  will	
  be	
  online	
  until,	
  or	
  what	
  time	
  they	
  will	
  be	
  returning	
  back	
  to	
  work.	
  	
  
                                                                                                         ©
Spotlight	
  facilitates	
  the	
  status	
  updates	
  by	
  assigning	
  Status	
  Cards 	
  to	
  each	
  of	
  your	
  team’s	
  members	
  and	
  
organizing	
  your	
  entire	
  team	
  in	
  a	
  complete	
  overview.	
  Status	
  updates	
  are	
  displayed	
  on	
  the	
  Status	
  Cards.	
  
This	
  eliminates	
  the	
  need	
  for	
  emails,	
  which	
  are	
  often	
  lost	
  and	
  disorganized,	
  and	
  provides	
  a	
  bird’s-­‐eye	
  
snapshot	
  of	
  what	
  your	
  entire	
  team	
  is	
  working	
  on	
  in	
  a	
  single	
  glance.	
  
 
                 Figure	
  4:	
  Status	
  Cards	
  keep	
  you	
  on	
  top	
  of	
  your	
  developers.

	
  




                                                                                                                                     	
  
       Figure	
  5:	
  Flip	
  Status	
  cards	
  over	
  to	
  dive	
  deep	
  into	
  a	
  developer's	
  work	
  day	
  

	
  
 
                Figure	
  6:	
  Status	
  cards	
  are	
  simple	
  to	
  update	
  and	
  take	
  far	
  less	
  time	
  than	
  creating	
  and	
  sending	
  an	
  email	
  

	
  

A	
  steady	
  stream	
  of	
  status	
  updates	
  keeps	
  the	
  team	
  talking	
  in	
  a	
  manner	
  that	
  simulates	
  the	
  office	
  
experience.	
  It	
  takes	
  a	
  bit	
  of	
  getting	
  used	
  to,	
  but	
  once	
  employed	
  as	
  a	
  habit,	
  communication	
  and	
  
collaboration	
  skyrocket	
  as	
  the	
  team	
  members	
  become	
  accountable	
  to	
  each	
  other.	
  Now	
  to	
  wrap	
  the	
  
work	
  day	
  up.	
  

A	
  daily	
  reflection	
  on	
  the	
  day’s	
  activities	
  and	
  a	
  mental	
  preparedness	
  for	
  the	
  next	
  day	
  is	
  a	
  practice	
  I	
  
personally	
  employ	
  to	
  stay	
  sharp.	
  Once	
  again,	
  this	
  happens	
  almost	
  automatically	
  in	
  the	
  office	
  as	
  
developers	
  wrap	
  up	
  their	
  day	
  and	
  cite	
  to	
  their	
  manager	
  and	
  each	
  other	
  what	
  they’ll	
  be	
  working	
  on	
  the	
  
next	
  day.	
  It’s	
  not	
  so	
  natural	
  in	
  the	
  world	
  of	
  virtual	
  employees	
  so	
  once	
  again	
  a	
  process	
  is	
  employed.	
  A	
  
daily	
  progress	
  report	
  sent	
  from	
  each	
  team	
  member	
  to	
  their	
  immediate	
  supervisor	
  sets	
  the	
  stage	
  for	
  a	
  
productive	
  next	
  day.	
  The	
  daily	
  progress	
  report	
  should	
  be	
  a	
  simple	
  form	
  which	
  answers	
  3	
  questions:	
  

       1. What	
  did	
  I	
  accomplish	
  today?	
  
       2. What	
  I	
  will	
  accomplish	
  tomorrow.	
  
       3. Any	
  impediments	
  to	
  my	
  goals.	
  

Similar	
  to	
  the	
  morning	
  scrum,	
  this	
  daily	
  progress	
  report	
  is	
  a	
  tight	
  and	
  efficient	
  way	
  to	
  wrap	
  up	
  a	
  day’s	
  
work.	
  Team	
  members	
  can	
  mentally	
  prepare	
  their	
  next	
  day’s	
  activities,	
  as	
  well	
  as	
  team	
  leads,	
  superiors	
  
and	
  managers.	
  The	
  daily	
  progress	
  report	
  may	
  be	
  the	
  single	
  most	
  important	
  way	
  to	
  create	
  a	
  synergy	
  of	
  
communication	
  and	
  accountability.	
  

Spotlight	
  embraces	
  the	
  daily	
  progress	
  report	
  by	
  designating	
  reports	
  from	
  team	
  members,	
  team	
  leads	
  
and	
  even	
  from	
  project	
  managers	
  to	
  clients.	
  Reports	
  can	
  even	
  be	
  automatically	
  emailed	
  to	
  any	
  recipient,	
  
regardless	
  if	
  they	
  are	
  a	
  Spotlight	
  member.	
  It	
  is	
  such	
  an	
  import	
  and	
  integral	
  part	
  of	
  managing	
  virtual	
  
developers,	
  that	
  Spotlight	
  lets	
  you	
  optionally	
  require	
  daily	
  progress	
  reports	
  from	
  team	
  members	
  in	
  
order	
  to	
  let	
  them	
  continue	
  using	
  the	
  system	
  on	
  a	
  daily	
  basis.	
  
 
                             Figure	
  7:	
  Daily	
  progress	
  reports	
  are	
  an	
  integral	
  way	
  to	
  manage	
  virtual	
  developers	
  

The	
  trinity	
  of	
  (1)	
  the	
  daily	
  morning	
  scrums,	
  (2)	
  3-­‐5x	
  status	
  updates	
  throughout	
  the	
  day,	
  and	
  (3)	
  the	
  daily	
  
progress	
  reports	
  at	
  the	
  end	
  of	
  a	
  work	
  day	
  forms	
  the	
  foundation	
  for	
  a	
  process	
  of	
  communication	
  that	
  will	
  
yield	
  amazing	
  results.	
  	
  As	
  you	
  can	
  see,	
  it	
  forms	
  a	
  sense	
  of	
  group	
  accountability,	
  where	
  the	
  team	
  is	
  all	
  
working	
  together	
  synergistically.	
  Your	
  own	
  personal	
  flair	
  will	
  shape	
  the	
  process,	
  but	
  the	
  basics	
  should	
  
remain	
  intact.	
  

The	
  benefits	
  of	
  employing	
  a	
  virtual	
  team	
  provide	
  a	
  necessary	
  competitive	
  advantage	
  in	
  today’s	
  world	
  of	
  
software	
  development.	
  It	
  enables	
  you	
  to	
  find	
  the	
  perfect	
  talent	
  at	
  the	
  perfect	
  price.	
  But	
  managing	
  a	
  
virtual	
  team	
  is	
  a	
  process	
  different	
  than	
  managing	
  an	
  onsite	
  team.	
  Managed	
  properly	
  with	
  a	
  proven	
  
process	
  that	
  produces	
  positive	
  results	
  will	
  reap	
  the	
  rewards	
  of	
  a	
  virtual	
  team.	
  Take	
  the	
  care	
  to	
  find	
  and	
  
hire	
  the	
  right	
  talent.	
  Expend	
  the	
  time	
  and	
  effort	
  to	
  plan	
  your	
  project.	
  Exercise	
  the	
  diligence	
  to	
  see	
  the	
  
trinity	
  of	
  processes	
  of	
  virtual	
  team	
  management	
  is	
  followed	
  each	
  day.	
  These	
  are	
  your	
  keys	
  to	
  
successfully	
  manage	
  a	
  virtual	
  team	
  and	
  unlock	
  their	
  potential.	
  

	
  

Try	
  Spotlight	
  free	
  for	
  30	
  days	
  and	
  see	
  how	
  you	
  can	
  improve	
  your	
  project	
  success	
  rate!	
  Sign	
  up	
  at	
  
http://www.spotlightppm.com/pricing.html.	
  	
  

Questions	
  or	
  comments?	
  Visit	
  http://www.spotlightppm.com	
  and	
  contact	
  us.	
  	
  

	
  

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How to manage a virtual team of developers using Spotlight

  • 1. How  to  Effectively  Manage  a  Virtual  Team  of  Software  Developers  using  Spotlight   Are  you  planning  on  managing  a  team  of  virtual  software  developers,  or  are  you  already  managing  a   team  of  virtual  developers?  I  ask  because  if  you  are  already  managing  a  virtual  workforce,  then  you’ve   honed  in  on  a  key  competitive  advantage.  In  my  15+  years  of  creating  software  in  various  roles  from   developer  to  VP  to  business  owner,  I  have  always  sought  better,  faster  and  more  efficient  ways  to   develop  quality  applications.  Today,  you  have  a  whopping  competitive  advantage  right  in  front  of  your   face:  the  ability  to  find  and  hire  talent  from  around  the  world,  and  with  incredible  ease.     There  are  two  key  advantages  to  working  with  a  virtual  workforce.  First  and  foremost,  you  remove  the   shackles  of  geo-­‐location  restraints.  Instead  of  confining  your  search  for  that  perfect  PHP  or  .NET   developer  within  50  radius  miles  of  your  office,  you  open  your  search  to  an  entire  planet.  Software   development  is  a  discipline  of  many,  many  specialties.  Often,  your  project  requires  a  good  half-­‐dozen   specialized  skills,  like  database,  user  design,  SaaS,  etc.  Opening  your  search  to  the  whole  world  increases   your  odds  of  finding  the  right  talent,  and  very  often  talent  with  multiple  skills  that  match  your  needs   perfectly.   That  brings  us  to  the  second  advantage  of  working  with  a  virtual  workforce:  cost.  Chances  are  very  good   that  the  talent  you  source  will  be  located  in  a  country  whose  cost  of  living  is  less  than  the  United  States;   hence  you  pay  less  for  equivalent  talent.  But  there‘s  more  to  this  story.  As  you  open  the  geo-­‐boundaries   of  your  search,  you  increase  the  odds  of  finding  developers  adept  in  multiple  disciplines.  That  means  you   may  find  a  database  guru  who’s  also  great  at  UI  design…  two  for  the  price  of  one!         Sounds  great,  huh?  So  here’s  comes  the  dark  cloud.  According  to  a  study  by  the  Aberdeen  Group,  about   50%  -­‐  90%  of  all  software  development  projects  executed  by  virtual  teams  fail.  That’s  staggering.  That   means  only  10%  -­‐  50%  of  software  development  projects  executed  by  virtual  teams  succeed.  Learning   and  improving  from  very  early  failures,  my  career  success  rate  of  starting  and  delivering  software   projects  utilizing  virtual  teams  is  95%;  way  above  the  mean  success  rate.  It’s  the  primary  reason  why  my   software  development  services  company  has  grown  so  rapidly.  How  do  I  do  it?  How  do  I  consistently   beat  the  odds?  I  beat  the  odds  with  a  methodical  process.  That’s  what  the  rest  of  this  paper  discusses.   And  the  good  news  is,  the  process  can  be  taught  and  followed  with  precision  using  Spotlight.   Planning  your  Project   Would  you  build  a  house  without  a  blueprint?  Would  you  drive  around  in  a  new  town  without  a  map?  I   certainly  hope  you  answered  ‘no’  to  both.  Yet,  so  many  entrepreneurs  and  developers  code  without  a   plan.  “We  wing  it”,  “We’re  lean”,  “It  just  writes  itself”,  and  the  list  of  excuses  go  on  and  on.  Budget   overrun,  buggy  code  and  worst  of  all,  an  app  that  does  not  meet  business  goals,  are  the  usual   consequences  for  not  planning.  But  in  my  15+  years  of  doing  this,  I  can  tell  you  that  a  good  plan  is   essential.     (Quick  tangent:  You’re  plan  will  change.  Your  plan  will  probably  change  a  lot  from  the  first  revision.  This   is  called  a  “pivot”  in  software  development  terms.  It’s  a  perfectly  natural  course  of  development  that   leads  to  ultimate  success.  But  you  cannot  pivot  to  success  if  you  do  not  already  have  a  clear  idea  of   where  you  are  going.)  
  • 2. Planning  starts  with  you,  and  then  passes  to  the  the  developers.  The  first  step  is  to  visually  and  textually   describe  your  app  in  detail.  The  best  way  to  visually  describe  your  app  is  to  create  “wire-­‐frames”.  Wire-­‐ frames  are  a  sketched  version  of  each  screen  in  your  app  and  how  each  screen  connects  to  other   screens.  It  is  the  user  experience  (UX)  and  workflow  of  your  app.  For  example,  a  wire-­‐frame  for  a  login   screen  may  show  the  text  fields  where  a  user  enters  their  username  and  password,  as  well  as  a  login   button.  There  are  many  great  tools  to  create  wire-­‐frames.  Two  really  good  ones  are   http://www.balsamiq.com/  and  https://moqups.com/#!/.   The  best  way  to  textually  describe  your  product  is  with  “use  cases”.  Use  cases  are  plain  text  that   accompanies  wire-­‐frames.  They  describe  what  each  control,  button,  link,  combo-­‐box,  etc.  do  on  a   screen.  Use  cases  describe  the  permutations  a  user  can  experience  when  interacting  with  a  screen.  For   example,  referring  to  the  login  wireframe,  a  use  case  may  describe  what  happens  when  a  user  presses   ‘login’.  For  instance,  what  screen  is  the  user  taken  to  next  when  he  presses  ‘login’?  Or  what  happens   when  a  user  enters  an  invalid  username  or  password.  The  various  user  experiences  are  described  in  use   cases.     Figure  1:  An  example  of  a  wire-­‐frame.   (On  a  side  note,  it’s  a  good  idea  to  run  your  wire-­‐frames  and  use  cases  by  a  few  third  party  eyes.  If  it   makes  sense  to  them,  you’re  on  the  right  track.  If  they  have  constructive  feedback,  that’s  even  better!)   Now  that  the  wire-­‐frames  and  use  cases  are  ready,  it’s  time  to  plan  the  project.  This  is  typically   performed  by  a  minimum  of  a  senior  level  developer,  and  optimally  with  a  project  manager  to  help  with   scoping.  Project  planning  is  a  process  of  slicing  the  project  in  segments,  or  “sprints”  as  they  are   sometimes  referred  to  in  software  development.  A  project  is  comprised  of  several  sprints,  and  each   sprint  is  comprised  of  granular  tasks  assigned  to  various  members  of  the  team.  For  example,  Sprint  One  
  • 3. may  be  the  Database  Sprint,  which  has  10  tasks  assigned  to  several  developers  that  will  build  the   database.       Figure  2:  Using  Sprints  to  manage  projects  in  Spotlight       Figure  3:  Sprints  consists  of  tasks  assigned  to  developers   A  typical  sprint  will  run  anywhere  from  1-­‐3  weeks.  Properly  planning  the  correct  number  of  sprints  in  a   project  and  in  the  correct  order  will  lay  the  entire  foundation  of  the  project’s  execution  and  delivery.     It’s  vital  that  you  ensure  that  the  necessary  time  is  spent  on  this  phase,  which  usually  runs  about  1-­‐2   weeks,  depending  on  the  size  of  your  project.  It  is  time  very  well  spent,  and  I  personally  would  never  do   a  project  without  this  phase.  With  the  sprints  in  place,  you  now  have  a  timeline  for  your  project.  The   tasks  assigned  ensure  everyone  knows  their  marching  order.  This  creates  a  sense  of  accountability   within  the  team  to  perform  to  the  mandate  laid  out  in  the  sprints.  Now  it’s  time  to  execute.   Building  your  Dream   Managing  a  virtual  team  of  developers  is  an  art  built  upon  a  process.  The  art  form  is  something  you  will   enhance  and  perfect  over  time  based  on  your  own  management  style  and  flair.  Naturally,  I  cannot  teach   the  art  of  management,  that’s  your  own  unique  approach,  but  I  can  teach  a  proven  process  to  manage   virtual  developers.  This  is  a  process  that  I  have  perfected  over  many  years  of  successfully  managing   virtual  employees  from  the  United  States,  Latin  America,  India,  the  Middle  East  and  the  Ukraine.  It’s  a  
  • 4. process  that,  if  followed  with  strict  adherence,  will  greatly  improved  your  chances  of  success  when   managing  a  team  of  virtual  employees,  whether  they  are  developers,  testers,  or  any  other  discipline.     First,  start  each  day  with  a  15-­‐minute  meeting.  In  the  software  development  world,  these  meetings  are   called  “daily  scrums”  or  “stand-­‐ups”.  The  purpose  of  these  meetings  is  communication  and   accountability.  Each  person  in  the  scrum  quickly  states  what  they  accomplished  yesterday,  what  their   goals  are  for  the  day,  and  cite  any  impediments  to  their  goals.  These  daily  scrums  should  run  15   minutes.  It  is  an  overview  meeting  to  get  the  entire  team  synched  for  the  day.  Any  sideline   conversations  should  be  conducted  after  the  daily  scrum  with  the  interested  parties.  Keep  the  daily   scrum  short  and  focused.   Who  should  attend  the  daily  scrum?  Most  development  teams  confine  the  daily  scrums  to  key   developers.  I,  on  the  other  hand,  involve  the  entire  team.  I  involve  developers  as  well  as  testers,   designers  and  project  managers.  My  rationale  is  that  if  everyone  in  the  team  knows  what  everyone  else   is  working  on,  then  a  true  synergetic  atmosphere  is  built.  If  QA  knows  what’s  coming  down  the  pike   from  a  developer,  they  can  be  better  prepared.  If  a  designer  listens  in  on  a  new  feature  discussion,  they   may  lend  valuable  UX  insight  early  on  in  the  development  process.  In  my  experience,  the  quality  of  a   product  is  directly  related  to  the  more  involved  and  intertwined  the  various  members  of  a  team  are.   Now  that  the  team  is  synched  and  producing,  it’s  important  that  the  team  continues  communicating   throughout  the  day.  If  the  team  were  all  sitting  together  in  a  brick  and  mortar  office,  this  would   naturally  happen  as  the  project  manager  makes  his  or  her  rounds,  or  the  developers  chat  by  the  water   cooler,  at  lunch  or  elsewhere.  But  this  is  less  natural  for  a  virtual  team  so  a  process  is  needed.  I  have   found  that  regular  status  updates  facilitate  communication  thought  out  the  day.  A  status  update  is  an   email  sent  to  the  entire  team  that  states  a  few  key  attributes  to  the  team:   1. What  are  you  working  on  now?   2. What  is  your  progress?   3. Are  there  any  issues?   These  status  update  emails  should  be  sent  3-­‐5  times  per  day,  or  as  tasks,  progress  or  statuses  change.   They  should  also  include  availability.  In  other  words,  team  members  must  inform  other  team  members   what  time  they  will  be  online  until,  or  what  time  they  will  be  returning  back  to  work.     © Spotlight  facilitates  the  status  updates  by  assigning  Status  Cards  to  each  of  your  team’s  members  and   organizing  your  entire  team  in  a  complete  overview.  Status  updates  are  displayed  on  the  Status  Cards.   This  eliminates  the  need  for  emails,  which  are  often  lost  and  disorganized,  and  provides  a  bird’s-­‐eye   snapshot  of  what  your  entire  team  is  working  on  in  a  single  glance.  
  • 5.   Figure  4:  Status  Cards  keep  you  on  top  of  your  developers.     Figure  5:  Flip  Status  cards  over  to  dive  deep  into  a  developer's  work  day    
  • 6.   Figure  6:  Status  cards  are  simple  to  update  and  take  far  less  time  than  creating  and  sending  an  email     A  steady  stream  of  status  updates  keeps  the  team  talking  in  a  manner  that  simulates  the  office   experience.  It  takes  a  bit  of  getting  used  to,  but  once  employed  as  a  habit,  communication  and   collaboration  skyrocket  as  the  team  members  become  accountable  to  each  other.  Now  to  wrap  the   work  day  up.   A  daily  reflection  on  the  day’s  activities  and  a  mental  preparedness  for  the  next  day  is  a  practice  I   personally  employ  to  stay  sharp.  Once  again,  this  happens  almost  automatically  in  the  office  as   developers  wrap  up  their  day  and  cite  to  their  manager  and  each  other  what  they’ll  be  working  on  the   next  day.  It’s  not  so  natural  in  the  world  of  virtual  employees  so  once  again  a  process  is  employed.  A   daily  progress  report  sent  from  each  team  member  to  their  immediate  supervisor  sets  the  stage  for  a   productive  next  day.  The  daily  progress  report  should  be  a  simple  form  which  answers  3  questions:   1. What  did  I  accomplish  today?   2. What  I  will  accomplish  tomorrow.   3. Any  impediments  to  my  goals.   Similar  to  the  morning  scrum,  this  daily  progress  report  is  a  tight  and  efficient  way  to  wrap  up  a  day’s   work.  Team  members  can  mentally  prepare  their  next  day’s  activities,  as  well  as  team  leads,  superiors   and  managers.  The  daily  progress  report  may  be  the  single  most  important  way  to  create  a  synergy  of   communication  and  accountability.   Spotlight  embraces  the  daily  progress  report  by  designating  reports  from  team  members,  team  leads   and  even  from  project  managers  to  clients.  Reports  can  even  be  automatically  emailed  to  any  recipient,   regardless  if  they  are  a  Spotlight  member.  It  is  such  an  import  and  integral  part  of  managing  virtual   developers,  that  Spotlight  lets  you  optionally  require  daily  progress  reports  from  team  members  in   order  to  let  them  continue  using  the  system  on  a  daily  basis.  
  • 7.   Figure  7:  Daily  progress  reports  are  an  integral  way  to  manage  virtual  developers   The  trinity  of  (1)  the  daily  morning  scrums,  (2)  3-­‐5x  status  updates  throughout  the  day,  and  (3)  the  daily   progress  reports  at  the  end  of  a  work  day  forms  the  foundation  for  a  process  of  communication  that  will   yield  amazing  results.    As  you  can  see,  it  forms  a  sense  of  group  accountability,  where  the  team  is  all   working  together  synergistically.  Your  own  personal  flair  will  shape  the  process,  but  the  basics  should   remain  intact.   The  benefits  of  employing  a  virtual  team  provide  a  necessary  competitive  advantage  in  today’s  world  of   software  development.  It  enables  you  to  find  the  perfect  talent  at  the  perfect  price.  But  managing  a   virtual  team  is  a  process  different  than  managing  an  onsite  team.  Managed  properly  with  a  proven   process  that  produces  positive  results  will  reap  the  rewards  of  a  virtual  team.  Take  the  care  to  find  and   hire  the  right  talent.  Expend  the  time  and  effort  to  plan  your  project.  Exercise  the  diligence  to  see  the   trinity  of  processes  of  virtual  team  management  is  followed  each  day.  These  are  your  keys  to   successfully  manage  a  virtual  team  and  unlock  their  potential.     Try  Spotlight  free  for  30  days  and  see  how  you  can  improve  your  project  success  rate!  Sign  up  at   http://www.spotlightppm.com/pricing.html.     Questions  or  comments?  Visit  http://www.spotlightppm.com  and  contact  us.