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RailsConf 2014 - Technical Onboarding, Training, and Mentoring by Kate Heddleston

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    KATE HEDDLESTON: Hi everyone.
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    Welcome to my talk. I'm Kate Heddleston
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    and this is Technical Onboarding,
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    Training and Mentoring.
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    So I'm a software engineer out of San Francisco.
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    I do mostly contract work now. Full stack,
    web
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    apps. And I work with a lot of really
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    early-stage start ups. And this was originally
    written as
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    a co-presentation with Nicole Zuckerman. She's
    a software engineer
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    at Eventbrite. And she couldn't be here today
    because
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    she is vacationing in Italy. So I feel not
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    bad for her at all.
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    All right. So she's the one on the right.
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    I'm the one on the left. And, and Nicole
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    attended a Code Academy called Hack Brite
    Academy, which
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    I teach at one day a week. And we
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    came together to write this talk because we
    work
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    at separate companies and had experiences
    at these separate
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    companies that were fairly similar.
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    So, when I was right out of college, I
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    joined a small start up. I was the sixth
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    engineer, twelfth person, and I worked there
    for a
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    time and it grew a lot, and after awhile,
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    I reached a certain level of proficiancy.
    I looked
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    back and I thought, I could have gotten here
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    a lot faster with just a little bit of
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    help and a little bit of structure.
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    And so, I turned around and created the Onboarding
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    program at my company. And Nicole had a similar
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    experience at Eventbrite, and so she has been
    doing
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    a lot of work there with onboarding. So we
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    wrote this presentation and submitted it.
    It's important to
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    note that this presentation was written specifically
    with junior
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    engineers in mind. However, about 90 to 90%
    of
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    what I say can very, very easily be adapted
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    to people who are more experienced.
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    All right. What is onboarding? So for the
    purposes
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    of this talk, onboarding is the process of
    taking
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    someone from outside of the group, outside
    the company,
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    outside the team, and making them a productive,
    independent
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    and confident member of the team.
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    And I picked these three characteristics because
    I think
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    they're, they're incredibly important. Productivity
    seems a bit self-explanatory.
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    It seems kind of like, the goal that we're
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    focusing on. Like, of course we would like
    productive
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    engineers. And it's about creating efficient
    employees.
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    Independence, and another word for independence
    is autonomy, is
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    about creating engineers that can operate
    in your organization
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    without needing a ton of oversight, that can
    make
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    decisions and understand your company structure
    well enough to
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    not have the overhead of having to go ask
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    four levels of management for something.
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    Also, independence and autonomy speaks to
    this, this need
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    that we have to have some control over our
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    own destiny. I was reading an article recently
    and
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    it was talking about the need for autonomy,
    and
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    it was citing inmates in prisons. So, in a
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    lot of prisons, inmates are allowed to choose
    the
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    channel. They're allowed to rearrange their
    furniture. And they
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    found that this drastically reduced rebellions
    within prisons. So,
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    independence is important, cause you don't
    want your engineers
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    to rebel. But it's also important because
    feeling independent
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    and autonomous helps people feel motivated
    and invested in
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    what they're doing.
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    Finally, confidence I think is the most important
    of
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    the three. Confidence is about creating employees
    who believe
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    that they are valuable. It's not about the
    actual
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    act of creating employees that are valuable.
    The study,
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    which is at, the links are at the bottom
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    actually, that I was reading about recently,
    they split,
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    this was a gendered study, but what they found
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    didn't really have to do with gender.
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    They split the participants into six groups.
    Three groups
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    of men, three groups of women. So there was
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    a control and two test groups for each gender.
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    And, for one of the groups of men, they
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    told them, they're doing some sort of spatial
    reasoning
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    activity, they told them, men are really good
    at
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    spatial reasoning. You should be good at this
    task.
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    That group performed significantly better
    than the control. The
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    next group of men they told, men are really
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    bad at spatial reasoning. You'll be bad at
    this
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    task. And that group performed significantly
    worse than the
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    control. And they found the exact same thing
    with
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    women.
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    And so what this means is that confidence
    actually
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    affects how well people perform. So confident
    people will
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    perform better in a measurable way.
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    So why do you care? I assume that everyone
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    here cares because you came to my talk. But
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    I would like to convince you that you should
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    care now. You should care immediately, and
    that you
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    should start building an onboarding program
    at your company
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    as soon as possible.
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    And I'm gonna talk about four things in this
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    session. I'm gonna talk about the individual
    who's joining
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    the company, the company that they are joining,
    the
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    specific team within the company that they
    are becoming
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    a member of, and then there's a bonus category,
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    which is diversity.
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    So, the individual. What can go wrong if you
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    don't have onboarding? Or basically if you
    don't have
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    investment in your employees?
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    Attrition is something that most companies
    and most of
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    us are terrified of. And for a good reason.
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    Attrition can cost thousands of dollars per
    employee. Up
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    to 1.5 to 2x their salary. And it's not
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    that people quit specifically because your
    company does or
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    not have onboarding. People quit for a meriad
    of
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    reasons. The number one is actually that they
    are
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    dissatisfied with their managers. But onboarding
    can address a
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    lot of the issues that people ultimately quit
    for,
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    or quit because of, and it can address them
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    really early.
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    So getting someone up to speed so that they're
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    confident, they have this upward trajectory,
    they're building their
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    skill set early, is going to set them up
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    for success in the long term, so that eight
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    months to twelve months down the road, they
    aren't
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    leaving because they never felt like they
    were part
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    of the team. Or they never felt like they
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    were contributing. Address this early at onboarding
    is one
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    of the best ways to do that.
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    For the company. Companies care hugely about
    the productivity
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    of their employees. This is a graph of productivity
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    decreasing as you add new engineers to the
    team.
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    And, anecdotally, this actually happened at
    LinkdIn not too
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    long ago. Every engineer that they added to
    their
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    team decreased their overall productivity
    and ultimately affected the
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    company's bottom line.
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    So, when their new SVP of engineering came
    on
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    board, Kevin Scott, he had to do a whole
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    bunch of work revamping their organization,
    building onboarding. And
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    this is, I mean, LinkdIn is thousands of people
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    at this point. So this is a huge amount
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    of work. To try to get the graph to
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    look like this. To try to get each new
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    employee to add value to the company. And
    this
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    doesn't have to do with the employees. It's
    not
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    like they're hiring engineers that are then
    negative in
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    their value. It has to do with their process,
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    and onboarding is one of the great ways to
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    make sure that you're taking a good look at
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    your process.
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    This speaks to something I like to call team
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    debt. How many of you have heard of the
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    concept of code debt? A lot of people. Yeah,
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    we talk about that a lot as engineers. How
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    if you build something fast and don't think
    about
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    it, you accrue this code debt, and over time
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    you have to go back through your code base,
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    take a look at things, rewrite them, and ultimately
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    address that.
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    Well, the same thing happens with people.
    So if
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    you aren't doing a good job investing in your
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    employees, if you're not onboarding them,
    if you're not
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    training them, you're going to accrue team
    debt. And
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    I've seen this a lot. I've talked to a
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    lot of companies that are starting to get
    into
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    the hundreds of people range. They're starting
    to hit
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    a hundred engineers. And they're like, oh
    my goodness,
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    we need onboarding. We need, we need to get
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    these people up to speed. And at, at four
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    hundred people, I mean, yeah. You've accrued
    a huge
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    amount of team debt.
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    Every person that you add and try to onboard
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    is going to be increasingly difficult. Your
    code base
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    is quite large at that point. You have a
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    lot of teams. And so going and making all
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    of those onboarding materials at a hundred
    people is
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    way harder than starting when you're smaller
    than a
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    hundred people and then maintaining it incrementally.
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    The third aspect is the immediate team that
    the
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    engineer joins. So there's a saying that you
    don't
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    know something until you teach it. And this
    is
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    absolutely true for your company's culture
    and code process.
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    So if you don't know how to explain to
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    a new engineer what your company's culture
    is or
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    how you ship code or how you decide what
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    features are built or who approves things,
    who reviews
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    things, then you don't actually know it yourself.
    And
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    that's a massive red flag for your company
    if
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    you can't explain your process.
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    Additionally, when people join small teams,
    small teams fundamentally
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    change every single time you add a new person
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    to them. So iterating your team's process
    to the
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    new engineer is not just important for them,
    it's
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    also important for your existing engineers,
    so that you
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    get something that looks a little bit more
    like
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    this, where everyone is on the same page.
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    And because the team changes every time you
    add
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    people to it, you're gonna have to reiterate
    this
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    to everyone pretty much every time you add
    a
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    new employee.
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    So, something about me, I love sports anecdotes.
    I
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    played sports for most of my life. And when
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    I was done playing sports, I coached JV girls
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    water polo at a high school nearby. And I
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    used to have these really deep, philosophical
    team meetings
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    with them, and I'd come in with these posters,
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    and one day I came in with this, a
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    poster with this written on it. They always
    just
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    sat there and kind of rolled their eyes at
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    me, like.
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    But, I was trying to explain to them that
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    their ability to win games was not wholly
    dependent
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    on their skills. These girls were beginners.
    They didn't
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    really know how to throw. They didn't really
    know
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    how to swim. They basically didn't have the
    skill
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    set necessary to play water polo. But, they
    were
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    playing all these games. And so I wanted them
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    to understand that their skill set was important,
    but
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    team work was more important, so they could
    actually
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    beat teams that were theoretically more skilled
    than them
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    but didn't work together as well as they did
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    if they all banded together, because teamwork
    is a
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    multiplication factor.
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    And this is true in engineering as well. Your
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    productivity as an engineering team is the
    sum of
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    the engineering talent that you have multiplied
    by how
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    well you work together. So if your team is
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    working well together, that's great. If not,
    your team
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    can actually pull itself apart. And, anecdotally,
    a lot
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    of, a lot of products have been built by
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    teams that are less than ten or five people.
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    So Gmail is a really great example. It was
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    built by a team of less than five. And
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    now that it's successful it's maintained by
    a team
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    of over four-hundred, I think.
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    So our bonus category, diversity. How many
    of you
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    have read Dr. Seuss's book about sneetches?
    Yeah? It's
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    a great, it's a childrens' poem, like all
    of
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    his books are. But it's about this community
    of
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    sneetches. And sneetches are what I have drawn
    there.
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    And at some point, some sneetches start developing
    stars
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    on their bellies. And it's the story about
    kind
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    of the rifts that happen in the community
    as
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    a result of some sneetches having stars on
    their
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    bellies and some sneetches not.
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    But I like to use sneetches to represent diversity,
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    cause diversity can mean a lot of things.
    It
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    can be gender diversity, it can be racial
    diversity,
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    it can be introverts versus extraverts as
    far as
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    diversity goes. So communication styles. But
    the idea is
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    that onboarding is gonna be really critical
    if you
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    want to hire people who are different from
    each
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    other in any way.
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    This is pretty typical in tech. Companies
    are started
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    by a small group of people, and it's homogenous.
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    The phenomenom is called homophaly. We tend
    to associate
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    and like to be around people who are like
  • 0:50 - 0:50
    ourselves. So companies tend to get started
    as homogenous
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    groups.
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    If you don't have any onboarding, the people
    who
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    are most likely to be successful joining your
    organization
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    are people who are like the existing group.
    This
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    is because they likely share similar communication
    styles, interests
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    and hobbies. There might be tacit acceptance
    because they
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    look the same as the rest of the group.
  • 0:52 - 0:52
    So what you're doing is you're relying on
    homopholy
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    and the existing social structure for peoples'
    success at
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    the company and onboarding.
  • 0:52 - 0:53
    And what you don't want to have happen is
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    something like this. You hire someone new
    who's different,
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    and they feel socially ostracized upfront.
    Not for any
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    particular malicious reason, but just because
    they're different. They
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    communicate differently. And so what you want
    is you
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    want an explicit onboarding structure that
    helps bring people
  • 0:54 - 0:54
    into the fold, that helps people become a
    part
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    of the team in some sort of systematic way
  • 0:54 - 0:54
    so that everyone who joins, no matter how
    different
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    they are from the existing group, has a solid
  • 0:54 - 0:55
    chance at being successful.
  • 0:55 - 0:55
    So, hopefully now you guys are all convinced
    that
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    onboarding is super important.
  • 0:55 - 0:55
    Who at your company can onboard?
  • 0:55 - 0:55
    So anyone of your team can onboard. This is
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    not a, senior engineers have to be paired
    with
  • 0:56 - 0:56
    junior engineers. They can learn the most.
    In fact,
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    going back to sports analogies, some of your
    best
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    people to onboard are going to be people,
    kind
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    of like if a freshman athelete were to join
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    a team, the sophomore athletes might be the
    best
  • 0:57 - 0:57
    people to help them out.
  • 0:57 - 0:57
    This is because they have the most empathy
    for
  • 0:57 - 0:57
    what they're going through. They also experienced
    it the
  • 0:57 - 0:57
    most recently, so they have relevant information
    and stories.
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    So your sophomore engineers might be some
    of your
  • 0:58 - 0:58
    best onboarders at the company, in addition
    to the
  • 0:58 - 0:58
    expertise of your senior engineers.
  • 0:58 - 0:58
    When?
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    So onboarding can start as soon as an offer
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    is accepted. I'm going to talk about an onboarding
  • 0:59 - 0:59
    plan coming up soon, and we're gonna talk
    about
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    from the start date to what I call reliable
  • 0:59 - 0:59
    independence, which is where this person can
    build things
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    and build features to an adequate level and
    be
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    left on their own to the same degree as
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    other engineers on the team.
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    All right. How?
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    So, the how category I'm gonna talk about
    some
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    concepts to think about, when you're thinking
    about how
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    to onboard others. And then I'm gonna launch
    into
  • 1:01 - 1:01
    a four-week plan that goes through some of
    the
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    specific things that you can do with engineers.
  • 1:01 - 1:01
    So, first off, the concepts. It's pretty straight
    forward.
  • 1:01 - 1:01
    You want to maximize your return on investment.
    You
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    don't really want to be putting more into
    engineers
  • 1:02 - 1:02
    than you're getting out of them. And most
    people
  • 1:02 - 1:02
    don't really want more put into them than
    they're
  • 1:02 - 1:02
    giving back. That's kind of a strange dynamic.
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    So, a really inefficient but really common
    way that
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    people try to onboard is this, like, hand-holding
    model.
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    New onboarding mentors are really prone to
    this. They
  • 1:03 - 1:03
    think, I'm gonna be the best onboarding mentor
    ever.
  • 1:03 - 1:03
    We're gonna do everything together. We're
    gonna do all
  • 1:03 - 1:03
    of these code tutorials. They're gonna watch
    me code
  • 1:04 - 1:04
    every day, and by the time we're done with
  • 1:04 - 1:04
    three months, they're gonna know everything
    that I know.
  • 1:04 - 1:04
    And, in addition to being inefficient, because
    this is
  • 1:04 - 1:04
    a huge time sink, it's also unrealistic. People
    do
  • 1:04 - 1:04
    not become senior engineers in three months.
    You need
  • 1:04 - 1:05
    time. You just, you just do. And so this
  • 1:05 - 1:05
    burns people out and also disappoints them.
  • 1:05 - 1:05
    A more efficient way to think abou things
    is,
  • 1:05 - 1:05
    my example is bumper bowling, which is pretty
    much
  • 1:05 - 1:05
    the only way I should be allowed to bowl.
  • 1:06 - 1:06
    But, you set up an environment that's constrained,
    where
  • 1:06 - 1:06
    they're able to play freely. They're able
    to go
  • 1:06 - 1:06
    off and do what they want, come back and
  • 1:06 - 1:06
    ask questions. But you don't have to handhold
    them
  • 1:06 - 1:06
    through things.
  • 1:06 - 1:07
    And so the way you do this with a
  • 1:07 - 1:07
    technical environment is automation is huge.
    So, automating the
  • 1:07 - 1:07
    development environment, automating deploy.
    Having a lot of testing
  • 1:07 - 1:07
    for your code base, however you decide to
    do
  • 1:07 - 1:07
    that. Whether it's TDD or not. Will help these
  • 1:08 - 1:08
    junior engineers have a safe space to learn
    and
  • 1:08 - 1:08
    grow and play.
  • 1:08 - 1:08
    One of the important things to think about,
    too,
  • 1:08 - 1:08
    when setting up this environment is that scoping
    is
  • 1:08 - 1:08
    critical. One of the tenants of expertise
    is the
  • 1:08 - 1:09
    ability to scope. So, if you're an expert,
    you
  • 1:09 - 1:09
    understand the landscape incredibly well.
    So you're able to
  • 1:09 - 1:09
    set these really well-defined boundaries.
    Junior engineers, by definition,
  • 1:09 - 1:09
    are not good at scoping because they don't
    know
  • 1:09 - 1:09
    the landscape.
  • 1:10 - 1:10
    So, when you're thinking about giving them
    projects and
  • 1:10 - 1:10
    you're thinking about setting up their environment,
    make sure
  • 1:10 - 1:10
    to set boundaries for them and then slowly
    move
  • 1:10 - 1:10
    them out as they know more about what's going
  • 1:10 - 1:10
    on. Because they won't be able to set those
  • 1:10 - 1:11
    boundaries for themselves.
  • 1:11 - 1:11
    So, kind of three onboarding categories that
    map to
  • 1:11 - 1:11
    the productive, independent, confident thing
    I was talking about
  • 1:11 - 1:11
    earlier are technical knowledge, company knowledge
    and process, and
  • 1:11 - 1:11
    personal development. I mention this because
    people think that
  • 1:12 - 1:12
    onboarding has to do with technical knowledge.
    They seem
  • 1:12 - 1:12
    to think that that's 90% of what's going on.
  • 1:12 - 1:12
    I'd say it's actually about a third, and it's
  • 1:12 - 1:12
    actually the easiest third, because you can
    go to
  • 1:12 - 1:12
    the internet and find a ton of tutorials on,
  • 1:12 - 1:13
    on Ruby and how to learn Rails and how
  • 1:13 - 1:13
    to use Rails and blog posts about how to
  • 1:13 - 1:13
    use any number of technology out there.
  • 1:13 - 1:13
    The harder category, which is another third
    of what
  • 1:13 - 1:13
    they need to know, is the company knowledge
    and
  • 1:14 - 1:14
    process. And this is really, really important
    for them
  • 1:14 - 1:14
    being independent. They can't be independent
    if they don't
  • 1:14 - 1:14
    know how to operate within the company's infrastructure.
    This
  • 1:14 - 1:14
    is harder because most companies don't write
    this down.
  • 1:14 - 1:14
    So it's in someone's head somewhere, and the
    junior
  • 1:14 - 1:15
    engineer, or the new engineer, is tasked with
    going
  • 1:15 - 1:15
    and extracting it from whoever on the team
    knows
  • 1:15 - 1:15
    this. So the more explicit you can be about
  • 1:15 - 1:15
    your company knowledge and process, the better.
  • 1:15 - 1:15
    And then third, personal development. That
    has to do
  • 1:16 - 1:16
    with confidence, career trajectories. Again,
    this is, this is
  • 1:16 - 1:16
    important because confident people are willing
    to reach. They're
  • 1:16 - 1:16
    willing to be outgoing and they're willing
    to try
  • 1:16 - 1:16
    new things. They also perform better.
  • 1:16 - 1:16
    OK. So now I'm gonna talk about a fairly
  • 1:16 - 1:17
    specific plan. This was written with junior
    engineers in
  • 1:17 - 1:17
    mind. So some of the tasks are very specific
  • 1:17 - 1:17
    to junior engineers, as is the time frame.
    A
  • 1:17 - 1:17
    lot of these things will be relevant for people
  • 1:17 - 1:17
    with more experience. The time frame just
    might be
  • 1:18 - 1:18
    more condensed.
  • 1:18 - 1:18
    So, for week one for a junior engineer, it's
  • 1:18 - 1:18
    all about shipping code and kind of getting
    to
  • 1:18 - 1:18
    know their immediate team. So dev environment
    setup is
  • 1:18 - 1:18
    critical for anyone joining an engineering
    team. The last
  • 1:18 - 1:19
    person who joined the company is going to
    be
  • 1:19 - 1:19
    the best person to get them up to speed
  • 1:19 - 1:19
    on their dev environment, because they are
    the one
  • 1:19 - 1:19
    who knows the most about how to set up
  • 1:19 - 1:19
    a dev environment. Someone who started two
    years ago
  • 1:20 - 1:20
    is probably not going to know the ins and
  • 1:20 - 1:20
    outs of getting started.
  • 1:20 - 1:20
    Additionally, you should have a goal about
    how quickly
  • 1:20 - 1:20
    you want someone's dev environment to be set
    up
  • 1:20 - 1:20
    so that they can reasonably ship code. So
    like
  • 1:20 - 1:21
    a config file, for example, or something static.
    A
  • 1:21 - 1:21
    great goal is the first week. An awesome goal
  • 1:21 - 1:21
    is the first day. And, if you want to
  • 1:21 - 1:21
    try to match, I think it's Debian in the
  • 1:21 - 1:21
    opensource world, their goal is five minutes,
    which is
  • 1:22 - 1:22
    probably a little bit of a reach. But I'd
  • 1:22 - 1:22
    say the first day is a fantastic goal. If
  • 1:22 - 1:22
    someone can be set up with their dev environment
  • 1:22 - 1:22
    and able to ship a config file the first
  • 1:22 - 1:22
    day, that means that you have pretty great
    automation
  • 1:22 - 1:23
    and a really great onboarding process.
  • 1:23 - 1:23
    The next thing is shipping code. You should
    ship
  • 1:23 - 1:23
    small changes and you should teach junior
    engineers to
  • 1:23 - 1:23
    ship small changes as early as possible. So,
    give
  • 1:23 - 1:23
    them a task as soon as they've got their
  • 1:24 - 1:24
    dev environment set up and they're ready to
    go.
  • 1:24 - 1:24
    Maybe have them fix a bug or rewrite tests
  • 1:24 - 1:24
    or a small feature that's really well-scoped,
    so that
  • 1:24 - 1:24
    they can ship something and be productive
    and part
  • 1:24 - 1:24
    of the team as soon as possible. This is
  • 1:24 - 1:25
    great both for your onboarding process, but
    also it
  • 1:25 - 1:25
    helps them feel valuable, which, as we talked
    about
  • 1:25 - 1:25
    earlier, is really key.
  • 1:25 - 1:25
    Journaling and note-taking. People will naturally
    do this. We
  • 1:25 - 1:25
    don't memorize all of the commands that we
    need
  • 1:26 - 1:26
    to know, and so we'll write them down. Just,
  • 1:26 - 1:26
    just give them a central place to do it.
  • 1:26 - 1:26
    Talk to them about it. Ask them about three
  • 1:26 - 1:26
    things they learned that day or that week.
    Just
  • 1:26 - 1:26
    kind of put a communication structure around
    the fact
  • 1:26 - 1:27
    that they're probably already taking notes.
    It will help
  • 1:27 - 1:27
    you understand what's confusing for them and
    it will
  • 1:27 - 1:27
    help them remember things.
  • 1:27 - 1:27
    And then, finally, have a social event. And
    do
  • 1:27 - 1:27
    this for any engineer that joins your team.
    No
  • 1:28 - 1:28
    one should join a company and sit off in
  • 1:28 - 1:28
    the corner alone, not knowing their immediate
    team mates.
  • 1:28 - 1:28
    Have some sort of coffee. Have everyone sit
    together
  • 1:28 - 1:28
    at lunch. Go out for dinner or drinks. It
  • 1:28 - 1:28
    doesn't matter what it is. They just need
    to
  • 1:28 - 1:29
    put names to faces and feel comfortable asking
    questions
  • 1:29 - 1:29
    of, at least, their immediate team. Like,
    you know,
  • 1:29 - 1:29
    the five people that they work with. If they
  • 1:29 - 1:29
    want to ask someone where a pen is, or
  • 1:29 - 1:29
    the bathroom, or they don't know something
    really simple
  • 1:30 - 1:30
    and they feel uncomfortable asking, that's
    gonna be a
  • 1:30 - 1:30
    bad experience right off the bat. And this
    one
  • 1:30 - 1:30
    is so easy. It's just a gimme.
  • 1:30 - 1:30
    All right. Week two. Week two is more about
  • 1:30 - 1:30
    the context of the company, and also starting
    to
  • 1:30 - 1:31
    have them shadow and, and learn from more
    senior
  • 1:31 - 1:31
    engineers. So, you should tell them the history
    of
  • 1:31 - 1:31
    your company. The history of your company
    hopefully is
  • 1:31 - 1:31
    a pretty interesting story. The history of
    your company
  • 1:31 - 1:31
    is also something they're not really gonna
    be able
  • 1:32 - 1:32
    to absorb the first week. They aren't gonna
    know
  • 1:32 - 1:32
    the characters in, in the story as well as
  • 1:32 - 1:32
    they will the second week. So who are the
  • 1:32 - 1:32
    founders? Why did they make this company?
    Who are
  • 1:32 - 1:32
    the people that were hired early on? It actually
  • 1:32 - 1:33
    is probably gonna tell you a lot about your
  • 1:33 - 1:33
    process and your culture as well.
  • 1:33 - 1:33
    Additionally, a team map is fantastic. So
    if you
  • 1:33 - 1:33
    have some place where you can put everyone's
    picture
  • 1:33 - 1:33
    and name, generally what they do and what
    they
  • 1:34 - 1:34
    work on, if you can make it a seating
  • 1:34 - 1:34
    chart, even better, or put their names above
    their
  • 1:34 - 1:34
    computers. People are gonna forget someone's
    name. They're gonna
  • 1:34 - 1:34
    forget that that guy they talked to five times
  • 1:34 - 1:34
    is Andy. And they're gonna be embarrassed
    to ask
  • 1:34 - 1:35
    just like I always am when I forget someone's
  • 1:35 - 1:35
    name after talking to them for five times.
  • 1:35 - 1:35
    Code labs and shadowing. So code labs are
    something
  • 1:35 - 1:35
    that Eventbrite started doing, and this is
    a really
  • 1:35 - 1:35
    awesome idea. It's basically a safe space
    for an
  • 1:36 - 1:36
    hour once, twice, three times a week, however
    many
  • 1:36 - 1:36
    times, where they can ask someone that's more
    senior
  • 1:36 - 1:36
    any kind of question they want. So you can
  • 1:36 - 1:36
    have a code lab for an hour that's on
  • 1:36 - 1:36
    frontend development. Or a code lab for an
    hour
  • 1:36 - 1:37
    on dev ops. And the most important thing about
  • 1:37 - 1:37
    these code labs is actually not the topic.
    It's
  • 1:37 - 1:37
    that it's safe. So when you're thinking about
    picking
  • 1:37 - 1:37
    engineers to run these code labs, think about
    picking
  • 1:37 - 1:37
    engineers who are going to create a safe space
  • 1:38 - 1:38
    for these junior developers to ask questions.
    Feeling stupid
  • 1:38 - 1:38
    when asking questions is pretty typical, especially
    when you're
  • 1:38 - 1:38
    new. You want some place where they don't
    feel
  • 1:38 - 1:38
    that way.
  • 1:38 - 1:38
    Shadowing is also a great way to get people
  • 1:38 - 1:39
    up to speed. This actually is a great thing
  • 1:39 - 1:39
    to do at any level. But pair them with
  • 1:39 - 1:39
    someone who's more senior. Have them sit with
    them
  • 1:39 - 1:39
    for an hour a day or a week. And
  • 1:39 - 1:39
    just watch their process. How do they build
    code?
  • 1:40 - 1:40
    How do they get things done? What tools do
  • 1:40 - 1:40
    they use? One of the things to think about,
  • 1:40 - 1:40
    though, when pairing people for shadowing,
    is that we
  • 1:40 - 1:40
    will forgive a lot of bad habits in more
  • 1:40 - 1:40
    mid-level or senior engineers that we won't
    forgive in
  • 1:40 - 1:41
    junior engineers.
  • 1:41 - 1:41
    So I've seen this happen a lot where junior
  • 1:41 - 1:41
    engineers are following someone who's more
    senior, and they're
  • 1:41 - 1:41
    doing a great job, actually, of picking things
    up.
  • 1:41 - 1:41
    They're learning a ton. And some of the things
  • 1:42 - 1:42
    they're learning are not so good. And so they
  • 1:42 - 1:42
    end up getting punished for these habits that
    they
  • 1:42 - 1:42
    learned directly from a senior engineer. So
    make sure
  • 1:42 - 1:42
    that you take a look, whenever you see someone
  • 1:42 - 1:42
    doing something, who's new or young, take
    a look
  • 1:42 - 1:43
    at where they learned that from. If they learned
  • 1:43 - 1:43
    it from someone else, try to just encourage
    them
  • 1:43 - 1:43
    to go in the right direction.
  • 1:43 - 1:43
    There's nothing worse, when you're new, than
    spending all
  • 1:43 - 1:43
    this time following someone, learning something,
    and then later
  • 1:44 - 1:44
    being told that you're doing it wrong. You're
    like,
  • 1:44 - 1:44
    well then why did I follow this person around?
  • 1:44 - 1:44
    All right. Week three is a lot about communication.
  • 1:44 - 1:44
    Goal-setting. Feedback. Presentations. So
    for a junior engineer, at
  • 1:44 - 1:44
    this, up to this point, you've probably been
    doing
  • 1:44 - 1:45
    a lot of high-touch interactions. You've probably
    been working
  • 1:45 - 1:45
    with them fairly constantly. By week three
    you can
  • 1:45 - 1:45
    start scaling back. Give them more independence.
    Give them
  • 1:45 - 1:45
    more free time. But set up weekly one-on-ones.
    This
  • 1:45 - 1:45
    is a structured, expected thing where they
    can give
  • 1:46 - 1:46
    you feedback. Maybe they can spend ten minutes
    talking
  • 1:46 - 1:46
    about something they learned this week. You
    can start
  • 1:46 - 1:46
    doing goal-setting.
  • 1:46 - 1:46
    Which, by week three, hopefully they have
    a better
  • 1:46 - 1:46
    idea of what they want to do next. Maybe
  • 1:46 - 1:47
    not what they want to do with their whole
  • 1:47 - 1:47
    life, but maybe next they want to focus on
  • 1:47 - 1:47
    frontend. They want to get really, really
    good at
  • 1:47 - 1:47
    implementing features for users. Or maybe
    they absolutely love
  • 1:47 - 1:47
    dev ops and infrastructure and they want to
    work
  • 1:48 - 1:48
    more on that.
  • 1:48 - 1:48
    So you can start setting these short and long-term
  • 1:48 - 1:48
    goals so that they feel like they're moving
    forward.
  • 1:48 - 1:48
    Feedback is also really important. Give feedback
    early. Give
  • 1:48 - 1:48
    feedback often. Some of the biggest complaints
    that people
  • 1:48 - 1:49
    have about their managers is that they don't
    get
  • 1:49 - 1:49
    any feedback from them. So, as engineers,
    we tend
  • 1:49 - 1:49
    to be fairly critical and a little bit cynical,
  • 1:49 - 1:49
    which I think is healthy. But when you're
    giving
  • 1:49 - 1:49
    feedback to someone, especially if they're
    junior, remember, they
  • 1:50 - 1:50
    don't know what they're doing well, either.
    They actually
  • 1:50 - 1:50
    don't, they don't really have a good idea
    of
  • 1:50 - 1:50
    what they're doing that's good or bad.
  • 1:50 - 1:50
    And I'll give you another sports analogy.
    When I
  • 1:50 - 1:50
    was coaching, so I'm coaching beginners. Absolute
    beginners. And
  • 1:50 - 1:51
    I'm standing on the pool deck, kind of yelling
  • 1:51 - 1:51
    things at them. And they'd go to do, like,
  • 1:51 - 1:51
    they'd go to throw the ball, like they'd go
  • 1:51 - 1:51
    to shoot and they'd drop their elbow, and
    I'd
  • 1:51 - 1:51
    yell don't drop your elbow! And it look like
  • 1:52 - 1:52
    these kids hit a brick wall. They would just
  • 1:52 - 1:52
    stop and sink in the water and look at
  • 1:52 - 1:52
    me. Which I realized was exactly not the behavior
  • 1:52 - 1:52
    that I wanted from them. What I wanted them
  • 1:52 - 1:52
    to do was I wanted them to keep their
  • 1:52 - 1:53
    elbow up.
  • 1:53 - 1:53
    So I thought about this for awhile, and then
  • 1:53 - 1:53
    I decided to just start yelling at them all
  • 1:53 - 1:53
    the things that I wanted them to do. So
  • 1:53 - 1:53
    I took the words no and don't out of
  • 1:54 - 1:54
    my vocabulary, which is a really, really fun
    game,
  • 1:54 - 1:54
    if anyone wants a hobby. So I started yelling
  • 1:54 - 1:54
    things at them like, keep your elbow up. Keep
  • 1:54 - 1:54
    your hips up. And I saw the most amazing
  • 1:54 - 1:54
    thing happen. They all started doing exactly
    what I
  • 1:54 - 1:55
    wanted.
  • 1:55 - 1:55
    They started, they started moving forward
    faster. They were
  • 1:55 - 1:55
    excited. They felt confident. And there was
    no, there
  • 1:55 - 1:55
    was nothing except that I just took all of
  • 1:55 - 1:55
    these negative words and negative phrases
    out and told
  • 1:56 - 1:56
    them what I wanted and they did it. So,
  • 1:56 - 1:56
    when you're thinking about yelling things
    at your junior
  • 1:56 - 1:56
    engineers, try yelling at them what you want
    them
  • 1:56 - 1:56
    to do as opposed to what you don't want
  • 1:56 - 1:56
    them to do.
  • 1:56 - 1:57
    Presentations are also really great for communication.
    We don't
  • 1:57 - 1:57
    program in vaccuums. We often work on teams.
    We
  • 1:57 - 1:57
    need to be able to communicate technical concepts
    to
  • 1:57 - 1:57
    other people in a really clear and concise
    way.
  • 1:57 - 1:57
    So make them practice. Give them a topic once
  • 1:58 - 1:58
    a month, a technical topic, maybe it's regexes,
    maybe
  • 1:58 - 1:58
    it's the ORM layer, and have them give a
  • 1:58 - 1:58
    five to ten minute presentation to the rest
    of
  • 1:58 - 1:58
    the team on it.
  • 1:58 - 1:58
    Week four. Week four, you're gonna continue
    scaling back.
  • 1:58 - 1:59
    You want them to be independent. You want
    them
  • 1:59 - 1:59
    to be autonomous. So you're gonna continue
    taking yourself
  • 1:59 - 1:59
    out. Review concepts. Check in regularly in
    your one-on-ones.
  • 1:59 - 1:59
    You can start to tell them things like, if
  • 1:59 - 1:59
    you hit a bug, I want you to research
  • 2:00 - 2:00
    things for an hour before you come talk to
  • 2:00 - 2:00
    me. So set really clear expectations, but
    have them
  • 2:00 - 2:00
    go off on their own. Have them do research
  • 2:00 - 2:00
    on their own. Have them get used to that
  • 2:00 - 2:00
    feeling of hitting your head up against a
    wall
  • 2:00 - 2:01
    because you're super frustrated with a problem.
    This is
  • 2:01 - 2:01
    good. They need to learn those things.
  • 2:01 - 2:01
    Also, make shadowing elective. Let them choose
    who they
  • 2:01 - 2:01
    want to shadow and when. So start off-loading
    decisions
  • 2:01 - 2:01
    about what they do to the engineer. Also,
    have
  • 2:02 - 2:02
    them start co-piloting a larger project with
    someone else.
  • 2:02 - 2:02
    The concept is kind of like drivers' ed in
  • 2:02 - 2:02
    the U.S. In drivers' ed in the U.S., you're
  • 2:02 - 2:02
    paired with an instructor who actually has
    a break
  • 2:02 - 2:02
    on their side, so if you decide to careen
  • 2:02 - 2:03
    on a cliff or something, they can hit the
  • 2:03 - 2:03
    breaks and stop you. So pair them with someone
  • 2:03 - 2:03
    who still has enough control that they can
    stop
  • 2:03 - 2:03
    them from doing anything that's really dangerous,
    but they're
  • 2:03 - 2:03
    also working on bigger projects now and learning
    from
  • 2:04 - 2:04
    someone who's more senior.
  • 2:04 - 2:04
    Beyond. So, keep checking in on goals. Keep
    talking
  • 2:04 - 2:04
    to them. Make sure you have really structured
    channels
  • 2:04 - 2:04
    for communication. Start tailoring their projects,
    code labs, et
  • 2:04 - 2:04
    cetera to their progress. And this is the
    part
  • 2:04 - 2:05
    where you can start doing things like informal
    apprenticeships
  • 2:05 - 2:05
    and assessing their progress. Although you
    should be assessing
  • 2:05 - 2:05
    it this whole time.
  • 2:05 - 2:05
    Apprenticeship is a concept that has worked
    for many
  • 2:05 - 2:05
    thousands of years in many, many different
    trade industries.
  • 2:06 - 2:06
    So, blacksmithing, roof-thatching, I don't
    know. But at this
  • 2:06 - 2:06
    point, they should know more specifically
    what they're gonna
  • 2:06 - 2:06
    want to work on long-term. So have them be
  • 2:06 - 2:06
    an apprentice to someone who's more senior
    at this.
  • 2:06 - 2:06
    So if they want to do dev ops, they
  • 2:06 - 2:07
    can go work on the dev ops team with
  • 2:07 - 2:07
    a more senior engineer, and they might do
    a
  • 2:07 - 2:07
    lot of grunt-work tasks. They might do a lot
  • 2:07 - 2:07
    of the things that no one else wants to
  • 2:07 - 2:07
    do at this point. But they're learning. And
    as
  • 2:08 - 2:08
    they learn and they grow they get more involved
  • 2:08 - 2:08
    tasks, and they get to solve more exciting
    problems.
  • 2:08 - 2:08
    Assessment. So you're gonna see wildly different
    trajectories with
  • 2:08 - 2:08
    people. And hopefully the more systematic
    your process gets,
  • 2:08 - 2:08
    the more you're able to deal with this. But
  • 2:08 - 2:09
    some people are just gonna take off running
    and
  • 2:09 - 2:09
    they're gonna be fine. Other people are gonna
    have
  • 2:09 - 2:09
    ups and downs. And so you're gonna want to
  • 2:09 - 2:09
    have some sort of way of assessing how they're
  • 2:09 - 2:09
    doing. And when someone's not doing the way
    you
  • 2:10 - 2:10
    expect, the answer isn't always they're a
    bad programmer.
  • 2:10 - 2:10
    In fact, we came up with five assessment categories.
  • 2:10 - 2:10
    Confidence, code quality, communication, judgement,
    and technical knowledge. And
  • 2:10 - 2:10
    this is just a start. If someone is afraid
  • 2:10 - 2:10
    to ship code, they might lack confidence.
    And so
  • 2:10 - 2:11
    helping to bolster their confidence will see
    huge results.
  • 2:11 - 2:11
    Additionally, if they're building features
    that don't make sense,
  • 2:11 - 2:11
    they might lack judgment. And in order to
    have
  • 2:11 - 2:11
    good judgment, you need a lot of context about
  • 2:11 - 2:11
    who uses your product and why. So maybe they
  • 2:12 - 2:12
    should go spend more time working with customer
    support
  • 2:12 - 2:12
    and answering support tickets so that they
    can learn
  • 2:12 - 2:12
    how people use the product so they have better
  • 2:12 - 2:12
    judgement. Sometimes they just need to learn
    more about
  • 2:12 - 2:12
    a particular tool, and that one's pretty easy.
  • 2:12 - 2:13
    OK. Hopefully you guys have had a fair number
  • 2:13 - 2:13
    of take-aways. Hopefully you now know about
    the concept
  • 2:13 - 2:13
    of team debt. You're thinking about doing
    an onboarding
  • 2:13 - 2:13
    plan now. But, if you take away only three
  • 2:13 - 2:13
    things, I hope you take away these three things.
  • 2:14 - 2:14
    First off, the goal of onboarding is to make
  • 2:14 - 2:14
    people confident, productive, and independent.
    Reliably independent. And so
  • 2:14 - 2:14
    that can have to do with their level. But
  • 2:14 - 2:14
    it's not about making someone into a senior
    engineer
  • 2:14 - 2:14
    overnight.
  • 2:14 - 2:15
    Second, onboarding benefits everyone in the
    long run. It
  • 2:15 - 2:15
    benefits the individual joining, it benefits
    your company's bottom-line,
  • 2:15 - 2:15
    it benefits the productivity of the team,
    and it's
  • 2:15 - 2:15
    also great for diversity.
  • 2:15 - 2:15
    And finally, anyone at your company can be
    involved
  • 2:16 - 2:16
    in onboarding. So, as I said before, some
    of
  • 2:16 - 2:16
    your best onboarders are not gonna be senior
    engineers.
  • 2:16 - 2:16
    They're gonna be the people who were just
    junior
  • 2:16 - 2:16
    engineers themselves.
  • 2:16 - 2:16
    OK. So, start improving your onboarding process
    now. There's
  • 2:16 - 2:17
    actually a code repository, or not code, but
    just
  • 2:17 - 2:17
    a GitHub repository that has some assessment
    rubrics. It
  • 2:17 - 2:17
    has the plan in a lot more detail. It
  • 2:17 - 2:17
    also has some tools for, for learning, like,
    online
  • 2:17 - 2:17
    tools for learning Ruby and Rails. And if
    you
  • 2:18 - 2:18
    have questions, feel free to ask them now.
    If
  • 2:18 - 2:18
    you are terrified of yelling questions out
    in a
  • 2:18 - 2:18
    pubilc forum, which I absolutely am, you can
    come
  • 2:18 - 2:18
    find me later. I'll also be around for the
  • 2:18 - 2:18
    rest of the conference. So thank you.
Title:
RailsConf 2014 - Technical Onboarding, Training, and Mentoring by Kate Heddleston
Description:

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Duration:
30:12

English subtitles

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