Assessing Team, Project, Processes
Contents
When joining a new organization in an executive role, it's important to understand the current state of the team, projects, processes, and organizational culture. Here are key areas to investigate and relevant questions:
Gathering this information involves a combination of reviewing documentation, direct observations, and engaging with the team through one-on-one meetings, group discussions, and surveys. This helps me to quickly grasp the current state of affairs and identify areas that require immediate attention or longer-term strategic planning.
By addressing these areas, I can ensure a comprehensive understanding of the engineering department's role within the company and lay a solid foundation for leading the team towards achieving its objectives.
Team Health
- Composition and Skills: What is the current team composition? Are there gaps in skills or roles that need filling?
- Morale and Engagement: How motivated and engaged is the team in their work? What are their main concerns or frustrations?
- Performance and Productivity: How is performance measured and managed? Are there any productivity issues?
Project Health and Maturity
- Status and Progress: What is the current status of ongoing projects? Are they on track, behind, or ahead of schedule?
- Quality and Standards: How is the quality of the software being measured and maintained? What standards are being followed (e.g., coding standards, architectural patterns)?
- Risk Management: What risks are currently identified, and how are they being managed?
Existing Processes
- Development Methodologies: What development methodologies are in place (e.g., Agile, Scrum, Kanban)? How effectively are they being implemented?
- Tooling and Infrastructure: What tools and infrastructure are being used for development, testing, and deployment? Are they adequate and up to date?
- Documentation and Knowledge Sharing: How is project and technical knowledge documented and shared within the team?
Organizational Norms
- Decision-Making Processes: How are decisions made and communicated within the team and the broader organization?
- Communication Channels: What channels of communication are used? Are they effective in ensuring transparency and collaboration?
- Feedback and Improvement Culture: How is feedback collected and used for continuous improvement?
Additional Considerations
- Compliance and Security: Specifically, how is compliance with relevant industry regulations (e.g., HIPAA in the U.S.) managed? What measures are in place to ensure data security and privacy?
- Customer Satisfaction and Feedback: How is customer feedback gathered and acted upon? What is the current level of customer satisfaction?
Strategic Alignment
- Vision and Goals: Understand the company's vision and how the engineering team's work aligns with these goals.
- Technology Roadmap: Assess the current technology roadmap and how it supports the business strategy.
Innovation and Research
- Innovation Culture: Evaluate how the company fosters innovation within the engineering team.
- Research and Development (R&D): Determine the investment in R&D and how new technologies or approaches are explored.
Talent Management
- Recruitment and Retention: Strategies for attracting and keeping top talent in a competitive market.
- Career Development: Opportunities for team members' professional growth and advancement.
Financial Management
- Budgeting and Resource Allocation: Understanding the engineering budget and how resources are allocated.
- Cost Optimization: Identifying opportunities for cost savings without compromising quality or productivity.
Product Management
- Product Strategy Alignment: How engineering decisions support the product strategy.
- Customer and Market Needs: Awareness of customer needs and market trends affecting product development.
Stakeholder Management
- Cross-functional Collaboration: Working effectively with other departments like product management, sales, and marketing.
- Executive Communication: Reporting to C-level executives and the board, ensuring they understand engineering challenges and achievements.
Culture and Values
- Cultural Fit: Understanding and integrating into the company's culture.
- Diversity and Inclusion: Promoting a diverse and inclusive environment within the engineering team.
Technology and Architecture
- Technical Debt: Assessing the level of technical debt and plans for mitigation.
- Architecture Scalability: Ensuring the technology architecture can scale with business growth.
Change Management
- Adaptability: Ability to lead the team through organizational changes or shifts in strategy.
- Continuous Improvement: Establishing processes for continuous learning and improvement within the engineering team.
Supporting Resources

Geoffrey Dagley
Tech Innovator and Startup Enthusiast | Leading Remote Teams, Agile Methodologies | Cloud Computing, Emerging Technologies | 75+ Patents for Groundbreaking Ideas