thinking through your role

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Thinking Through Your Role James and Jon Bach [email protected] [email protected]

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Page 1: Thinking Through Your Role

Thinking ThroughYour Role

James and Jon Bach

[email protected]

[email protected]

Page 2: Thinking Through Your Role

Reinventing my role @

…an experience report

Reinvention: Looking at the way a problem

has been solved and acting as if we are

solving it for the first time.

A process of how we move from one way of

thinking to another and how might we create

solutions unburdened by rules.

Page 3: Thinking Through Your Role

My eBay career: 2011 to present

Director

QE Search (Front End)

Director

Live Site Quality

QE/PM

End-to-End Solutions

QE/PM (CommerceOS)

Quality Evangelist

Engineering Excellence lead

2012 2013 2014 2015 20162011

reorg reorg reorg

Page 4: Thinking Through Your Role

4

QE Manager: Search Front End

Mission: Manage a team of 8 Quality Engineers

Establish trust and credibility

• Collaborate with PM/PD team peers

• Coach my team – inspire and build them up

• Serve my team – shoulder their burden

• Partner with other teams (Search Back End)

• Understand dependent teams

• Learn about tools and techniques

• Develop relationships with adjacencies (Support)

Triangles are tasks. Blue means requested

from my manager; orange tasks come from me

Page 5: Thinking Through Your Role

5

2011 Opportunity: Director: Live Site Quality

Cultivate Testing Culture

Page 6: Thinking Through Your Role

6

2013 : QE / PM : End-to-End Solutions

• ScrumMaster for the team

• Come up with scenarios

• Run the OOSLA program

• Triage bugs

• Influence the design

• Demo to other teams

• Foster adoption

Page 7: Thinking Through Your Role

7

• Evangelize the framework standards

• Coordinate with Documentation team

• Make the standards easy to use

• Host office hours

• Triage bugs in the platform, drive closure

• Analyze and drive environment fidelity

• Run the OOSLA report

2014 : QE PM: Commerce OS

Blue triangles mean the task was requested

from my manager; orange ones are my ideas

Page 8: Thinking Through Your Role

8

2015 Opportunity: Quality Evangelist

• Host a bi-weekly discussion series

• Run the weekly test leads meeting

• Plan and coordinate events

• Create a quality-centric monthly

newsletter

• Look for patterns and practices

• Attend quality engineer meetings from

across the org

• Talk to customers

• Define “Engineering Excellence”

• Run the OOSLA report

Blue triangles mean the task was requested

from my manager; orange ones are my ideas

Page 9: Thinking Through Your Role

9

• Continue the bi-weekly discussion series

• Run the weekly operations meeting

• Maintain the newsletter

• Continue to attend quality engineer meetings

from across the org

• Plan and coordinate team events

• Start a SLACK channel

• Help with Agile Transformation

• Align with efforts in other initiatives

• Build an initiative core team

• Administer the culture activity platform

2016: Engineering Excellence Lead

Blue triangles mean the task was requested

from my manager; orange ones are my ideas

Page 10: Thinking Through Your Role

From the book “Explore It!” by

Elisabeth Hendrickson

Engineering Excellence Domains

Page 11: Thinking Through Your Role

Tester Live Site Quality Excellence

Program Manager Practice

Evangelist Leader

Testing (mechanics)

• Creating feature models

• Having test ideas

• Questioning

• Product and project issues

• Concerns & risks

• Participating in bug bashes

• Reproducing bugs from Support

• Evaluation: Matching what is expected or desired to what is actually happening

Discovery • What is this thing?

• Where should we go today?

• How does this work?

• Finding other factors no one else has

• Looking at a bigger piece of the puzzle

• Finding out where we may be broken if conditions change (i.e. Anticipating)

Storytelling • Writing a bug report

• Writing a status report

• Talking at standup

• Creating scenarios for testing

• Creating reports, but testing the data and user expectations

• Helping others tell THEIR story (newsletter)

• Make it easy to tell stories (e.gnewsletter)

Testing as a process of optimizing attention

Page 12: Thinking Through Your Role

What is a Role?

“A person's allotted share, part, or duty in life and society; the character, place, or status assigned to or assumed by a person.” [Oxford English Dictionary]

1. A task someone is currently performing.(“My role is checking this output.”)

2. A task associated with a contract.(“The testing role is unstaffed.”)

3. Some element in relation to other elements.(“What role does Slack play in your team?”)

Page 13: Thinking Through Your Role

Scope (what the role covers)

Responsibilities

What depends on it

What it depends on

Power (what the role influences)

Authority/Sponsorship

What roles control it

What roles it controls

Value (what the role does for people)

Specific problems solved

Necessity to organization

Desirability to others

Prestige for actor

Cost (what the role takes from people)

Cost of the actor, equipment, and materials

Cost to accommodate the role

Cost due to other roles becoming complacent

Requirements (what role/actor needs)

Environment & tools

Skills & knowledge

Motivation

Outside support

Openness (how actors relate to it)

Ownership & commitment

Casual shareability

Informality

Interruptability

Simplicity

Legibility

Presence (when & where it operates)

Persistence

Responsiveness

Disruptiveness

Commitment (acceptance of duty)

Investment of energy

Accountability

Competence (ability to perform)

Study and practice

Self-evaluation

Readiness (operational status)

Anticipating events

Adapting to new conditions

Maintaining efficiency

Troubleshooting

Coordination (relating to other roles)

Mission negotiation

Resource negotiation

Helping and accepting help

Respecting agreements

Failover strategy

Status reporting

Delivery

DimensionsOfRole

ExpectationsOf

Actors

Elements of Role

http://bit.ly/2c062wN

Page 14: Thinking Through Your Role

Introducing “Rolegrams”

Elements of Roles

Contract: an expectation to behave a certain way or perform some service

Person: capable of behaving certain ways and performing services

Task/Duty: some activity that solves a problem

Boundary object: an artifact serving as a medium of exchange between people or roles

Page 15: Thinking Through Your Role

Types of Contracts

Explicit Contract: an explicit agreement or formal protocol

Fuzzy Contract: an unspoken or vague agreement; informal protocol

Open Contract: an agreement involving actors who may come and go

Page 16: Thinking Through Your Role

Types of Tasks/Duties

Formal: a duty knowingly performed and acknowledged; a task performed in some systematic way

Fuzzy: duty not explicitly defined but also not optional; or a task that is performed, but not in a systematic way

Conditional or Optional: an explicitly defined task or duty that is not necessarily required

Page 17: Thinking Through Your Role

Actors and Roles

Actor: Person fulfilling contract

Roles(unstaffed)

Socially Competent Actor: Person who requires tacit knowledge/skill in order to perform well.

Mechanistic Actor: Person or machine who requires explicit knowledge/skill only in order to perform well.

Page 18: Thinking Through Your Role

Thinking with Rolegrams

When you see a triangle, think:- Who is doing this? Then where is the circle?- What other tasks need doing? Should there be more triangles?- Is this a duty? Then it needs a rectangle around it.- Is this reasonably formal or is it fuzzy? Is it optional?

When you see a circle, think:- Is there an agreement to do something? Then where is the rectangle and triangle?- Is this person also doing other things? Then where are those triangles?- Who SPECIFICALLY is this actor? Is it always the same person?- Does this actor need to be a human or can a tool do it?- How does this person get prepared or trained for this role?

When you see a square, think:- Is there an actor in this role? Then where is the circle?- Are there specific required tasks? Duties? Then where are the triangles?- Is this agreement formal or fuzzy? Open or closed?- What inputs or outputs are involved? Where are the hexagons?

When you see a hexagon, think:- What form does this object take? - Are there other boundary objects? Where are those hexagons?- Is this used internally to the role, externally, or both?- Does this mean different things to different roles?

Page 19: Thinking Through Your Role

Example #1

“I’ll test the latest bug fixes in this build.”

Tester

Agreement to test

Testing

new bug

reports

build

fixes

Page 20: Thinking Through Your Role

Example #2

“Download the new build and help us find a bug.”

Bug Bash Participation

Testing

new bug

reports

build

Page 21: Thinking Through Your Role

Roles as nets: heuristics for self-management

Page 22: Thinking Through Your Role

QUESTIONS?

Page 23: Thinking Through Your Role

Mr. Deep vs Mr. Wide

“I am a {specialist}, dammit” “I am a {generalist}, dammit”

Obsessed

Territorial

Narrow

Uncaring

That guy is… But I am…

Available

Collaborative

Versatile

Caring

Dedicated

Responsible

Skilled

Caring

I am…

Distracted

Unreliable

Incompetent

Uncaring

But That guy is…

Energy

Dependability

Skill

Attitude

Page 24: Thinking Through Your Role

Mr. Deep vs Mr. Wide

“I am a security tester” “I am a tester”

Energy

Dependability

Skill

Attitude

Obsessed

Territorial

Narrow

Uncaring

That guy is… But I am…

Available

Collaborative

Versatile

Caring

Dedicated

Responsible

Skilled

Caring

I am…

Distracted

Unreliable

Incompetent

Uncaring

But That guy is…

Page 25: Thinking Through Your Role

Why do some people think a role is a prison or a fortress?

This happens when role is defined as the only things you do and what no one else does.

HIGH SOCIAL DISTANCE

Page 26: Thinking Through Your Role

So, what if we eliminate roles?

You have probably experienced this.

Page 27: Thinking Through Your Role

I like to think of roles this way.

A role is like a villa. It is a semi-private space. Someone dwells in it. Someone is responsible. But visitors may come and help.

FLEXIBLE

SOCIAL DISTANCE

• Devs help testers.• Testers help devs.• But testers are

ACCOUNTABLE for test process.