A Human-centered Approach TL;DR đ Shipping is queen. đ Visualize and define success early on. đ€č Donât forget to include performance monitoring and KPI analysis. đŻ Principal engineer is a leadership role. Think about your involvement in the project. For me, operating as a principal software engineer is all about bringing engineering, business, and people close together. Usually, youâre one of the first technical representatives in the organization to hear about a project as a principal engineer, and you need to make an internal dialog to either pursue or discard it. There are many things to consider in terms of time budget, resources, stakeholder communication, and even your own involvement when it comes to planning. So I want to share with you how I think about planning as a principal engineer and what are the important questions to ask in the planning phase of the project. Is It The Right Project? Youâll hear about the project in different maturities depending on how your organization normally generates business ideas. It could range from an observation of a potential user need to âwe need it in three monthsâ. Regardless, a simplified train of thought looks like this: Do or donât do? If âdoâ, is it the right timing? Whatâs the engineering complexity? Howâs the effort? Do we have the resources? Do or donât do? There are many more factors. What Iâm suggesting is simply: Follow your gutđ Usually, youâll have an intuition, excitement, or an energetic feeling, to say yes to the project. To develop the intuition over time, there are a few exercises I find very useful to formulate my engineering opinion: Learn your industry and the competitive landscape. Learn your organizationâs strategy. (If youâre like me not really knowing what âstrategyâ means in the business world, I highly recommend the book â â by A.G. Lafley and Roger L. Martin.) Playing to Win: How Strategy Really Works Align the project with the organizationâs s. OKR Talk to the designers about the user needs and pain points in their research. Talk to the project managers(PM) or product owners(PO) about the market research. Visualize your organizationâs project portfolio. Just by looking at it, youâll get a better sense of the balance between short-term and long-term commitments, team/project allocation, and buffer for adaption. If you are not sure about how to prioritize it, you can work on a with your team to figure out where the project stands. A Prioritization Matrix looks like this: Prioritization Matrix Note that is critical in the process because it will reveal how people in different disciplines think about the importance and urgency of the projects. Itâs a invisible third axis of the matrix. Voting based on expertise What Does Success Look Like? Visualizing what success looks like early on helps you in many ways: Solidify your gut feeling about the project. Communicate the goal and alignment with OKRs to others more clearly. Design KPIs to measure the progress and impact. I like to use to put my thoughts in a . It is a great way to put people in the same frame of mind just by âseeingâ what happens after the finish line. Amazonâs âWorking Backwardsâ approach press release I use the press release as the starting point to invite conversations and consolidate the references to the documentation. Usually includes: Project epics or overview. UI Design mockups. Engineering system designs. KPI analytics. How to Ship It ASAP? âShip to learn.â It became my guiding principle ever since I read about this quote. shares the same idea in their leadership principles and I think the mindset is the foundation of lean and agile software development because itâs: GitHub human-centered and user-focused. powered by iterations of feedback and learning. measurable. I like to use as a framework to think about the problems and how to iterate throughout the project. Combining with the press release and KPIs, itâs a great way to validate your assumptions and stay in the course. Design Thinking is another great tool to crack a problem and kick start the exploration. Most importantly, itâs funđ€© Design Sprint When youâre facing a complex project, make sure your system design proposals include alternatives that are simpler and quicker to build. Itâll allow the teams to iterate faster. The takeaway here is to really focus on , instead of implementing a complete solution. delivering the project to the usersâ hands What about KPI Analysis? Itâs very useful to look at business KPIs and UX KPIs side by side to get a better sense of the data. Itâs important to dive into the analysis with PMs and designers to find out the direction of the next iteration. There are a few basic concepts in statistics I learned that are useful to collaborate with Business Intelligence and Design teams. Permutation Testing p-value A/B Testing A/B/n Testing Multivariate testing Multi-armed bandit When To Do Multivariate Tests Instead of A/B/n Tests The Multi-Armed Bandit Problem and Its Solutions Is Performance Monitoring in Place? Technical performance is another opportunity to inject engineering context into discussions for the next iterations. In general, there are : two types of monitoring Real User Monitoring (RUM) Synthetic Monitoring RUM is about live data. It tells a story of real user behavior and how your system performs over time. Synthetic monitoring reports data of your system in a controlled environment so itâs suitable for , , and . static analysis regressions testing performance testing Here are some useful tools for monitoring: Grafana Google Lighthouse autocannon Cypress K6 Performance API Clinic.js Should I code as A Principal Software Engineer? I believe you should, but the bottom line is to empower engineers and make sure your involvement doesnât block or interfere with the iterations. Many principal engineers have but I truly believe that if and you love it, you should code. The question is more about you should be coding. different opinions and experiences coding is your craft when and where My introduced a model to me called . I use it to think about my involvement in projects. It looks like this: leadership coach Situational Leadership The model suggests that there are 4 types of leadership styles and you can fluidly choose the styles to lead based on the situations. For situations of supporting and coaching, I think the best place and time to code are: Prototyping. Hackathon. Tooling for developer experience. Data visualization. Your intention is to maintain a certain level of involvement and visibility to the projects to provide support when needed. The situation happens usually in important projects with a longer time frame. They are also the type of projects that you spend time on mentoring and sponsoring engineers. For situations of directing, I think itâs better not to code because youâre highly invested in the direction of the project. Youâll be doing a lot of analyses and communications. Hands-on work often distracts you from your focus. Final Thoughts We touched on the questions I find useful in planning: Is it the right project? What does success look like? How to ship it ASAP? What about KPI analysis? Is performance monitoring in place? Should I code as a principal software engineer? Itâs important to know that thereâs no specific order to these questions. You can think about them in different sequences depending on your situation. Whatâs important is that at the end of the planning, you have a clear idea of how to iterate through your assumptions and bring the project live to the users. References Articles Amazonâs Working Backwards approachâââQuora Amazonâs Working Backwards Press Release Template and ExampleâââIan McAllister Design Thinking 101âââNielsen Norman Group Why Design Thinking WorksâââHBR Design thinking, explainedâââMIT The Design SprintâââGV How we use âship smallâ to rapidly build new features at GitHubâââDev Community The Permutation Test: A Visual Explanation of Statistical TestingâââJared Wilber Multi-armed banditâââOptimizely The Multi-Armed Bandit Problem and Its SolutionsâââLilian Weng A/B TestingâââOptimizely A/B/n Testing -Optimizely Multivariate testingâââOptimizely When To Do Multivariate Tests Instead of A/B/n TestsâââCXL p-valueâââWikipedia Situational leadership: 4 styles and qualities Real-time monitoring of Formula 1 telemetry data on Kubernetes with Grafana, Apache Kafka, and StrimziâââPaolo Patierno Set Goals with OKRâââre:Work Using Prioritization Matrices to Inform UX DecisionsâââNielsen Norman Group What are objectives and key results (OKRs)?âââasana Objectives and Key Results (OKRs)âââGitLab What metrics and KPIs do the experts use to measure UX effectiveness?âââUserZoom Key Performance Indicators (KPIs) for Optimization Engineering Function Performance IndicatorsâââGitLab Being GlueâââTanya Reilly What do Staff engineers actually do?âââStaffEng Performance Monitoring: RUM vs synthetic monitoringâââMDN Software performance testingâââWikipedia Performance Testing vs. Load Testing vs. Stress TestingâââBlazemeter Everything You Need To Know About Stress Testing Your SoftwareâââDZone Regressions TestingâââWikipedia Static Program AnalysisâââWikipedia From Frontend Developer to Principal Software EngineerâââDaw-Chih Liou Time managementâââWikipedia Books Staff Engineer: Leadership beyond the management trackâââWill Larson Playing to Win: How Strategy Really WorksâââA.G. Lafley, Roger L. Martin Tools Clinic.js autocannonâââGitHub Performance APIâââMDN Cypress.io Testing Library Grafana Google Lighthouse K6âââGitHub This article was originally posted on . Daw-Chihâs website