{"id":497,"date":"2020-10-02T11:39:05","date_gmt":"2020-10-02T11:39:05","guid":{"rendered":"https:\/\/www.oubliette.org\/blog\/?p=497"},"modified":"2022-03-24T09:40:24","modified_gmt":"2022-03-24T09:40:24","slug":"set-and-manage-expectations","status":"publish","type":"post","link":"https:\/\/www.oubliette.org\/blog\/index.php\/2020\/10\/02\/set-and-manage-expectations\/","title":{"rendered":"Set and Manage Expectations"},"content":{"rendered":"\n<p class=\"has-drop-cap wp-block-paragraph\">Some years back (<em>cough<\/em> c.2001 <em>cough<\/em>) I was at a startup across a change of senior technical leadership.  The CTO, who was and is a friend of mine, left and was replaced by someone chosen by the investors.  The replacement was &#8211; to be a bit rude &#8211; mostly useless.  Much more &#8220;chief&#8221; than &#8220;<em>technical<\/em> officer.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This fellow &#8211; who I only worked with briefly, and who&#8217;s name I&#8217;ve long since forgotten &#8211; ended up imparting something I&#8217;ve only recognized the real value of over time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">His &#8220;thing&#8221; was the importance of setting and managing expectations.  Not just for managers, for everyone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you were on the hook for something, he was insistent that you tell the dependant party when you expected to deliver.  He was downright millitant that <em>as soon as you realized your estimate was wrong<\/em> &#8211; regardless of why it was wrong &#8211; <em>you told anyone who was depending on you<\/em>.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you couldn&#8217;t provide a new estimate, he insisted that you tell them when you would be providing that new estimate (a &#8220;date for a date&#8221;).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So if you were on the hook to deliver something by Friday, and on the preceeding Tuesday discovered additional work that put Friday at risk &#8211; he insisted you approach the party depending on your Friday deliverable <em>on Tuesday<\/em> and tell them your delivery was at risk.  If you could give them a new date for delivery, great (&#8220;I think it&#8217;s going to take two more days, so I&#8217;ll be done next Tuesday&#8221;) and if you couldn&#8217;t, you needed to tell them when you&#8217;d come back with an estimate (&#8220;I&#8217;m not sure how big a disruption this is, I&#8217;ll get back to you by close of business tomorrow.&#8221;)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Acting this way gave people who depended on you <em>options<\/em>. They could look for ways to help you hit your your previous estimate (&#8220;if someone helped you with the thing that&#8217;s come up would that let us hit Friday?&#8221;). They could factor your change into their plans, and inform people who were waiting on <em>them<\/em>.  If necessary, they could look for ways not to dependend on you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Over time this &#8220;proactive transparency&#8221; would help the organization get better at estimation, and identify people and teams who weren&#8217;t getting better and figure out why and how to improve.  Or at least that was the theory.  The company ceased being a going concern not too long after.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This may all seem super obvious to anyone who started their career in software &#8220;post agile manifesto&#8221; but it certainly wasn&#8217;t representative of my experience in software up to that point.  This was the first overt recognition I&#8217;d seen from &#8220;management&#8221; that <em>plans change<\/em>, and that how you handle that change is important.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Prior to that, dates were set in stone &#8211; and everyone pretended they never changed.  (&#8220;So long as the bosses pretend to pay us, we will pretend to work.&#8221;)  There was no accepted way to express that while hitting a target was always desirable, it wasn&#8217;t always possible.  And by being up front about changes to your expected ability to deliver on commitments you could at least reduce the last minute negative surprise and resulting scramble.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This focus on setting and managing expectations extends far beyond software.  I&#8217;ve been chasing the building manager about the lift for two days now.  She can&#8217;t give me anything like an estimate because she doesn&#8217;t have one (isn&#8217;t demanding one) from the service company.  If they had to provide one, they&#8217;d have to demand one from whomever they&#8217;re waiting on, and so on.  It wouldn&#8217;t necessarily result in anything being fixed faster* but it just might make it harder to assume that everyone in the chain of responsibility is inept.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">* Sometimes the need to tell someone you&#8217;re going to let them down incents you to find ways not to let them down, but that&#8217;s hard to take to the bank.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Some years back (cough c.2001 cough) I was at a startup across a change of senior technical leadership. The CTO, who was and is a friend of mine, left and was replaced by someone chosen by the investors. The replacement was &#8211; to be a bit rude &#8211; mostly useless. Much more &#8220;chief&#8221; than &#8220;technical &hellip; <a href=\"https:\/\/www.oubliette.org\/blog\/index.php\/2020\/10\/02\/set-and-manage-expectations\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Set and Manage Expectations&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[5],"tags":[],"class_list":["post-497","post","type-post","status-publish","format-standard","hentry","category-life-the-universe-and-everything"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/posts\/497","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/comments?post=497"}],"version-history":[{"count":5,"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/posts\/497\/revisions"}],"predecessor-version":[{"id":1060,"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/posts\/497\/revisions\/1060"}],"wp:attachment":[{"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/media?parent=497"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/categories?post=497"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.oubliette.org\/blog\/index.php\/wp-json\/wp\/v2\/tags?post=497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}