Assessing Team, Project, Processes

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.
Geoffrey Dagley

Geoffrey Dagley

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