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engineering management
in an agile environment
Antonio Arrais de Castro | linkedin.arraiscastro.com
challenges, threats, and misconceptions
Full Stack Porto #8 | Oct 2019
about.me
CTO @
lecturer @
CTO @
CTO @
PMO Director @
CTO @
PHD
linkedin.arraiscastro.com
working.at
www.edirectinsure.com
www.frank.co.th
abstract
An effective engineering management strategy needs to be in
total alignment with the company company’s vision while
being driven by its culture.
An engineering manager will probably not be successful if he
lives inside the technical domain and refuses to extend his
focus outside of its boundaries. 
He/she will have a significant impact on the team’s morale
and company culture. 
This presentation focuses on common threats and key
challenges typically associated with engineering management
in multiple contexts. 
It also addresses common misconceptions about how it should
be done in agile environments.
More than focusing specifically on the engineer management
role (which means different things for different companies),
this presentation focus on the broader concept of engineering
management.
engineering.managament
the fun part
what technologies should we adopt?
Web components Polymer
risk analysis
team know how
compatibility
performance
reusability
scalability
security
maintainability
stabilitybottlenecks resources
support
training hiring
decoupling level
architecture
…
learning curve
what about the infrastructure?
budget
compliance
performance
maintainability
resources
automation
security robustness
scalability
availability
disaster recovery
control
orchestration
on-prem vs cloud
…
infrastructure as code
how to ensure quality?
unit tests
integration testing
compatibility
regression testing
stress testing
quality assurance roles
quality metrics
progress signals
approach (tdd, bdd, hybrid, …)
…
test cases
acceptance criteria
functional vs. non functional
compliance testing
security testing
how should we manage code?
versioning
source code control
branching models
toolset
merge policies
feature toggles
pipelines
automation
traceability
metrics
guidelines
conventions
…
how to promote and ensure code quality
static analysis
code review
pair programming
reference architecture
clean code guidelines
design patterns
naming conventions
progress indicators
…
lifecycle
how much legacy do we have?
how do we
keep an eye
on
everything
how do we keep an eye on everything?
monitoring
logging
alerting
system analytics
application analytics
user tracking
business metrics
predictive/ai
…
security
pattern
aggregation
dashboards
integration
how often should we releasing?
culture
mission
product backlog management
uat
product lifecycle
mindset
compliance
feature toggles
decoupling
dependencies
automation
test coverage
autonomy
viable increments
risk tolerance
rule of thumb: release as soon as doable, ship first, learn fast, react fast
and how to make it inexpensive?
feature toggles
canary launching
dark launching
blue and green
continuous integration
continuous delivery
continuous deploy
virtualization
serveless computing
auto rollbacks
rule of thumb: releases should be a no brainer, not drama
DRONE
…
containers
what about the technical debt?
“Debt is not to be paid...
it is supposed to be managed”
hummm…. not a good example…
what about the technical debt?
negotiation
prioritisation
refactor needs
issue heat maps
slow downs
analytics
visibility
…
and many more….from plutora.com
but…
engineering
management
management of the
technical domain>
managing people
a completely different challenge….
1x1s
personal development
conflict resolution
feedback
expectations management
team composition
hiring
firing
motivation
noise filtering
negotiation
coaching
training
guidance
…
rewarding
typical challenges
clear
clear
goalscommunication
autonomy
empowermentalignment
Spotify
Everyone feels controlled
No consensus on direction
Empowered but independent
Misalignment on the goals
More autonomy, empowerment
Unified goals, clear direction
Everyone works for the same goal
Micro management
Low Alignment
Low Autonomy
High Alignment
Low Autonomy
High Alignment
High Autonomy
Low Alignment
High Autonomy
autonomy empowermentalignment
team
motivation
baby sittingwithout
move FAST
avoiding overload
take
shortcuts
avoiding hitting a wall
{more}
Innovation
misconceptions
“hey, let’s do Scrum, it will make our
teams faster”
“hey, let’s do Scrum, it will make our
teams faster”
A poorly designed agile process may turn your teams slower at the end!
The easiest part is to earn dev team’s buy in.
A scrum team will struggle in a waterfall minded organisation.
The biggest investment is to feed the proper agile mindset across the board.
Scrum is a framework + a mindset, not a methodology.
“hey, let’s do Scrum, it will make our
teams faster”
common challenges
Choose an adequate sprint size.
Start with 1 week if prios change too often.
Release frequently.
Automate releases.
Go with Kanban/Scrumban if all of the above
are undoable.
stable sprint backlog
Implement (and don’t skip) refinements.
Work closely with product and business.
Coach everyone.
Break the unbreakable.
Small is beautiful.
Negotiate.
manageable user stories
Be lean on planning.
Avoid waste.
Try to achieve minimum viable predictability.
Estimates may help see what fits or not.
Estimate effort, derive duration.
Uncertainty is there, you can’t run away.
predictability
Allow teams to celebrate a completed sprint.
Adopt a sustainable speed/velocity.
Don’t push team to over commit.
Don’t use carrot sticks to compensate for bad
planning.
Carry overs are hell, they kill commitment.
commitment
“i really like the move into agile, but I need
an ETA on every request that is done”
“i really like the move into agile, but I need
an ETA on every request that is done”
You cannot continuously focus on value
… while stamping each request with an ETA
Team’s mission is simple
Deliver the most value as soon as possible
not
Deliver stuff that makes some people happy because ETAs were respected.
“let’s give the team some perks to
motivate them”
“let’s give the team some perks to
motivate them”
Our brains are programmed to habituate quickly to circumstances.
We tend to tune out events that happen repeatedly, no mater how positive.
Sometimes, in order to continue enjoying something we love, we need to miss it.
Variety and random events are helpful.
“lets use some metrics to track each
team member’s performance”
“lets use some metrics to track each
team member’s performance”
Team should be the organic unit, not individuals.
Focus more on the stream of value than on status.
Coach everyone to replace “My part is done” with “The team has done”.
Use releases as the most efficient way to report progress.
Avoid vanity metrics like the plague.
“we need too move faster, let’s throw
in more resources”
“we need too move faster, let’s
throw in more resources”
FORMING
STORMING
NORMING
PERFORMING
team changes may move the team back to an early evolutionary stage
“we need too move faster, let’s
throw in more resources”
effectiveness doesn’t scale linearly with more resources…
“let’s move on to micro services, looks like
we will be able to move faster and with more
quality”
“let’s move on to micro services, looks like we will
be able to move faster and with more quality”
cohesive unit of code 

components designed to work together

easier to monitor

easier to debug
scalability is challenging

tight coupling (logic level)

dependencies (work level)

maintenance is expensive
expensive releases

slow downs

agility may be compromised
increased parallelism

easier to release

scales quite well

decoupling
increased complexity

partitioned storage

increased latency (can be minimised)

services will fail, focus on fault tolerance
challenging cross service debugging

bye bye classical transactions (hello saga pattern) 

cyclic dependencies
monolith microservices
focus on
Systemic view
“95 percent of the performance of
an organisation is the result of the
whole system, not the individual”
management 3.0, Jurgen Appello
1.0
Optimize work.
Individuals are cogs in
the machine.
Heavy hierarchy
Efficiency
2.0 3.0
Focus on the system,
which includes
individuals and
relationships.
Management is
everyone’s responsibility
System
Focus on the
individual, make him
happy.
Heavy hierarchy.
Individual
How classical managers
see the organisation
How the organisation
really is
Systemic view
management 3.0, Jurgen Appello
build for meaning
innovate management
accelerate learning
run experiments
nurture happiness
manage the system
7 silver
bullets
managing for happiness, Jurgen Appelo
Systemic view
https://www.youtube.com/watch?v=hvJ4KlVlqV8Fun TedX talk with Jurgen Appelo about the challenges of becoming a manager
culture
startup highly debated “recipe”
But you cannot fake company culture!
automation
inexpensive releases
incremental deliveries
feature toggles
dark launching
test coverages
test automation
infrastructure as code
auto-recovery
…
…or even better,
get rid of the button
and make it automatic.
automation
from Atlassian
allow people to fail
don’t fingerpoint
invest in:
lessons learned dissemination
automated rollbacks
monitoring and visibility
fail fast, learn quickly, and improve
fire drills
use “what can be improved”
… instead of “who caused this???”
avoid silos
end to end responsibility
avoid handovers+ empowerment
promote redundancy
everyone should stop making an effort to be indispensable…
… but instead make a continuous effort to become essential.
adding value
sharing knowledge
helping others
promoting the team
kill unproductive activities
from “Team Geek”,
Brian Fitzpatrick and Ben Collins-Sussman
effectiveness productivity
focus.on instead.of
be a
servant leader
influencer
coach
humble
respectful
trusting
from “Team Geek”,
Brian Fitzpatrick and Ben Collins-Sussman
manager
people technology process businessproduct
learn.more
engineering.zen is reachable
but a.never.ending.journey…
thanks
Antonio Arrais de Castro | linkedin.arraiscastro.com | Oct 2019

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Engineering Management - Challenges and misconceptions

  • 1. engineering management in an agile environment Antonio Arrais de Castro | linkedin.arraiscastro.com challenges, threats, and misconceptions Full Stack Porto #8 | Oct 2019
  • 2. about.me CTO @ lecturer @ CTO @ CTO @ PMO Director @ CTO @ PHD linkedin.arraiscastro.com
  • 4. abstract An effective engineering management strategy needs to be in total alignment with the company company’s vision while being driven by its culture. An engineering manager will probably not be successful if he lives inside the technical domain and refuses to extend his focus outside of its boundaries.  He/she will have a significant impact on the team’s morale and company culture.  This presentation focuses on common threats and key challenges typically associated with engineering management in multiple contexts.  It also addresses common misconceptions about how it should be done in agile environments. More than focusing specifically on the engineer management role (which means different things for different companies), this presentation focus on the broader concept of engineering management.
  • 7. what technologies should we adopt? Web components Polymer risk analysis team know how compatibility performance reusability scalability security maintainability stabilitybottlenecks resources support training hiring decoupling level architecture … learning curve
  • 8. what about the infrastructure? budget compliance performance maintainability resources automation security robustness scalability availability disaster recovery control orchestration on-prem vs cloud … infrastructure as code
  • 9. how to ensure quality? unit tests integration testing compatibility regression testing stress testing quality assurance roles quality metrics progress signals approach (tdd, bdd, hybrid, …) … test cases acceptance criteria functional vs. non functional compliance testing security testing
  • 10. how should we manage code? versioning source code control branching models toolset merge policies feature toggles pipelines automation traceability metrics guidelines conventions …
  • 11. how to promote and ensure code quality static analysis code review pair programming reference architecture clean code guidelines design patterns naming conventions progress indicators … lifecycle
  • 12. how much legacy do we have?
  • 13. how do we keep an eye on everything
  • 14. how do we keep an eye on everything? monitoring logging alerting system analytics application analytics user tracking business metrics predictive/ai … security pattern aggregation dashboards integration
  • 15. how often should we releasing? culture mission product backlog management uat product lifecycle mindset compliance feature toggles decoupling dependencies automation test coverage autonomy viable increments risk tolerance rule of thumb: release as soon as doable, ship first, learn fast, react fast
  • 16. and how to make it inexpensive? feature toggles canary launching dark launching blue and green continuous integration continuous delivery continuous deploy virtualization serveless computing auto rollbacks rule of thumb: releases should be a no brainer, not drama DRONE … containers
  • 17. what about the technical debt? “Debt is not to be paid... it is supposed to be managed” hummm…. not a good example…
  • 18. what about the technical debt? negotiation prioritisation refactor needs issue heat maps slow downs analytics visibility …
  • 19. and many more….from plutora.com
  • 23. a completely different challenge…. 1x1s personal development conflict resolution feedback expectations management team composition hiring firing motivation noise filtering negotiation coaching training guidance … rewarding
  • 27. Spotify Everyone feels controlled No consensus on direction Empowered but independent Misalignment on the goals More autonomy, empowerment Unified goals, clear direction Everyone works for the same goal Micro management Low Alignment Low Autonomy High Alignment Low Autonomy High Alignment High Autonomy Low Alignment High Autonomy autonomy empowermentalignment
  • 36. “hey, let’s do Scrum, it will make our teams faster”
  • 37. “hey, let’s do Scrum, it will make our teams faster” A poorly designed agile process may turn your teams slower at the end! The easiest part is to earn dev team’s buy in. A scrum team will struggle in a waterfall minded organisation. The biggest investment is to feed the proper agile mindset across the board. Scrum is a framework + a mindset, not a methodology.
  • 38. “hey, let’s do Scrum, it will make our teams faster” common challenges Choose an adequate sprint size. Start with 1 week if prios change too often. Release frequently. Automate releases. Go with Kanban/Scrumban if all of the above are undoable. stable sprint backlog Implement (and don’t skip) refinements. Work closely with product and business. Coach everyone. Break the unbreakable. Small is beautiful. Negotiate. manageable user stories Be lean on planning. Avoid waste. Try to achieve minimum viable predictability. Estimates may help see what fits or not. Estimate effort, derive duration. Uncertainty is there, you can’t run away. predictability Allow teams to celebrate a completed sprint. Adopt a sustainable speed/velocity. Don’t push team to over commit. Don’t use carrot sticks to compensate for bad planning. Carry overs are hell, they kill commitment. commitment
  • 39. “i really like the move into agile, but I need an ETA on every request that is done”
  • 40. “i really like the move into agile, but I need an ETA on every request that is done” You cannot continuously focus on value … while stamping each request with an ETA Team’s mission is simple Deliver the most value as soon as possible not Deliver stuff that makes some people happy because ETAs were respected.
  • 41. “let’s give the team some perks to motivate them”
  • 42. “let’s give the team some perks to motivate them” Our brains are programmed to habituate quickly to circumstances. We tend to tune out events that happen repeatedly, no mater how positive. Sometimes, in order to continue enjoying something we love, we need to miss it. Variety and random events are helpful.
  • 43. “lets use some metrics to track each team member’s performance”
  • 44. “lets use some metrics to track each team member’s performance” Team should be the organic unit, not individuals. Focus more on the stream of value than on status. Coach everyone to replace “My part is done” with “The team has done”. Use releases as the most efficient way to report progress. Avoid vanity metrics like the plague.
  • 45. “we need too move faster, let’s throw in more resources”
  • 46. “we need too move faster, let’s throw in more resources” FORMING STORMING NORMING PERFORMING team changes may move the team back to an early evolutionary stage
  • 47. “we need too move faster, let’s throw in more resources” effectiveness doesn’t scale linearly with more resources…
  • 48. “let’s move on to micro services, looks like we will be able to move faster and with more quality”
  • 49. “let’s move on to micro services, looks like we will be able to move faster and with more quality” cohesive unit of code components designed to work together easier to monitor easier to debug scalability is challenging tight coupling (logic level) dependencies (work level) maintenance is expensive expensive releases slow downs agility may be compromised increased parallelism easier to release scales quite well decoupling increased complexity partitioned storage increased latency (can be minimised) services will fail, focus on fault tolerance challenging cross service debugging bye bye classical transactions (hello saga pattern) cyclic dependencies monolith microservices
  • 51. Systemic view “95 percent of the performance of an organisation is the result of the whole system, not the individual” management 3.0, Jurgen Appello 1.0 Optimize work. Individuals are cogs in the machine. Heavy hierarchy Efficiency 2.0 3.0 Focus on the system, which includes individuals and relationships. Management is everyone’s responsibility System Focus on the individual, make him happy. Heavy hierarchy. Individual
  • 52. How classical managers see the organisation How the organisation really is
  • 53. Systemic view management 3.0, Jurgen Appello build for meaning innovate management accelerate learning run experiments nurture happiness manage the system 7 silver bullets managing for happiness, Jurgen Appelo
  • 54. Systemic view https://www.youtube.com/watch?v=hvJ4KlVlqV8Fun TedX talk with Jurgen Appelo about the challenges of becoming a manager
  • 55. culture startup highly debated “recipe” But you cannot fake company culture!
  • 56. automation inexpensive releases incremental deliveries feature toggles dark launching test coverages test automation infrastructure as code auto-recovery … …or even better, get rid of the button and make it automatic.
  • 58. allow people to fail don’t fingerpoint invest in: lessons learned dissemination automated rollbacks monitoring and visibility fail fast, learn quickly, and improve fire drills use “what can be improved” … instead of “who caused this???”
  • 59. avoid silos end to end responsibility avoid handovers+ empowerment
  • 60. promote redundancy everyone should stop making an effort to be indispensable… … but instead make a continuous effort to become essential. adding value sharing knowledge helping others promoting the team
  • 61. kill unproductive activities from “Team Geek”, Brian Fitzpatrick and Ben Collins-Sussman
  • 63. be a
  • 66. coach
  • 67. humble respectful trusting from “Team Geek”, Brian Fitzpatrick and Ben Collins-Sussman
  • 72. thanks Antonio Arrais de Castro | linkedin.arraiscastro.com | Oct 2019