selling professional development techniques

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    SELLING PROFESSIONAL

    DEVELOPMENTTECHNIQUES AT A

    HOSTILE SHOP

    Terrence Ryan

    www.numtopia.com/terry

    #SA1D, Process & Tools

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    Introduction

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    About The Pro

    blem

    Accept StatusQuo Find a new job

    Change your

    organization

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    About Me

    Terrence Ryan

    Formerly Manager of

    WebApplication

    Environment for theWharton School

    Responsible for

    hardware, server

    configuration, code

    review process, best

    practices,

    boilerplates etc.

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    About My Emp

    loyer

    Wharton School of Business #1 business school in the world

    Use technology as our competitive advantage Have won Adobe MAX awards

    Still have these issues from time to time

    Your organization isnt lost just because

    you have these issues

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    About My Emp

    loyer

    Wharton School of Business #1 business school in the world

    Use technology as our competitive advantage Have won Adobe MAX awards

    Still have these issues from time to time

    Your organization isnt lost just because

    you have these issues

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    Two Notes

    Before we get started, there are

    two things to acknowledge

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    I

    t is NOT Hostility

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    I

    t is NOT a technicalpro

    blem

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    The Techniques

    Just what do you mean by ProfessionalDevelopment Techniques?

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    Short Definition

    Anything you would

    find mentioned in

    The Pragmatic

    Programmer

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    Longer Definition

    Any technique that

    speeds up coding,

    reduces bugs,

    standardizes code,etc.

    Company WideStandards

    Source Control

    Object OrientedCoding

    Design Patterns

    Code Generation

    Frameworks Unit Testing

    Automation

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    How difficult are they to sell?

    Easier Source Control

    Company Wide Standards

    Middle of the Road OO Design Patterns

    Code Generation

    Automation

    Frameworks Code Reviews

    Hardest Unit Testing

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    The Process

    How do you do this thing?

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    Overview of the Process

    1. Identify the Cast of Personas

    2. Match Personas to Tactics

    3. Apply tactics in broader Strategy

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    The Personas

    Who are the people in your

    neighb

    orhood?

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    Personas

    The Uniformed

    The Herd

    The Healthy Cynic

    The Time Crunched

    The Burned

    The Boss

    The Hostile

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    The Uninformed

    Symptoms

    Dont know

    Cause

    Never came across it

    Prognosis

    Easy to change

    Initia

    lchange

    like

    ly to

    be other persona

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    The Herd

    Symptoms No one told us to use

    the technique.

    Are we allowed to do

    that?

    Cause Look to a strong leader

    to tell them what to do

    Prognosis Easiest to change

    You have to be willing tolead

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    The Healthy Cynic

    Symptoms Have not tried technique

    Question effectiveness

    Question degree ofeffectiveness

    Cause Do not believe

    Doubt without proof.

    Prognosis They can be converted

    with miles and miles ofproof

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    The Burned Symptoms

    Had past failures withtechnique.

    Cause

    Umm Past failures Prognosis

    Hard to change

    Can be done if youprove previous

    implementation was misapplied

    flawed

    deficient

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    The Time-Crunched

    Symptoms

    I dont have time for it

    Cause

    Do not believe they canafford the time to learn

    and implement

    Prognosis

    They canbe converted ifyou prove that technique

    will save them time

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    The Boss (Management)

    Symptoms

    Dont care about this

    level of detail

    Cause Not really their

    bailiwick

    Prognosis

    Hit or miss

    Make your solution a

    fix to their problems

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    The Hostile Symptoms

    Aggressively fight any attemptsto introduce method

    Hides as another type

    Brings up objections that dontconform with previous behavior

    Cause internal politics

    control issue

    interpersonal problems.

    Yourbest guess

    Prognosis

    Cannot be reasoned with,cannot be bargained with, andthey absolutely will not stop untilyour excitement is dead.

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    The Converted

    Symptoms

    Nod vigorously when

    you suggest something

    Cause Intelligence

    Wisdom

    Charisma

    Prognosis Will definitely roll d20

    Might evolve into

    glowing energy beings

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    The Tactics

    What do we focus on?

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    Focus on Self

    Use these techniques for yourself

    Dont wait for your organization

    Gain an expertise not just a familiarity

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    Focus on Self - Example

    Tim wanted his team to use source control.They refused, so he did it for himself andhimself only. The shared development server

    suffered a disk failure and had to be restoredfrom a backup. At the response meeting thenext day everyone reported they were a daybehind due to the failure - except Tim.

    People started asking Tim about this sourcecontrol thing.

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    Focus on Self - Personas

    Effective on:

    Uninformed

    Herd

    Healthy Cynic

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    Focus on Delivery

    Be passionate

    Dont be zealous

    Have you tried vs You should

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    Focus on Delivery - Example

    Patrick uses CFUnit. Upon discoveringPatrick used CFUnit, John launched into adiatribe about how CFCUnit is so muchbetter, and he thinks CFUnits code baseis inferior and etc

    Patrick resisted using CFCUnit for months.When forced to because of a client, itturned out he much preferred it.

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    Focus on Delivery - Personas

    Effective on:

    Uninformed

    Healthy Cynic

    Hostile

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    Focus on the Problem

    Abandon specific solutions

    Examine problem in context of your

    environment

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    Focus on the Problem - Example

    Group needed Source Control

    Andy had his heart set on using Subversion

    The rest of the group resisted After some digging Andy discovered that

    most of his team had experience with VisualStudio

    Andy tried recommending VSS Group took to it

    Group is now using Source Control

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    Focus on the Problem - Personas

    Effective on:

    Healthy Cynic

    Burned

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    Focus on Demonstration

    Show, dont tell

    Write an application in a weekend

    Solve a group problem

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    Focus on Demonstration - Example

    Ed had created a code generation scheme thatallowed him to whip up applications lightning fast.

    His boss never supported his efforts to develop it.

    One Friday, Eds boss floated an idea about aninternal application past him. Ed created it overthe weekend with his code creation tool, whilewatching a Law & Order marathon.

    On Monday, Ed showed his boss the newapplication. He was stunned.

    Eds boss no longer questions Ed spending timeon his code generator

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    Focus on Demonstration - Personas

    Effective on:

    Uninformed

    Herd

    Time Crunched

    Healthy Cynic

    Burned

    Management

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    Focus on Compromise

    Remove restrictions in return for using

    technique

    Especially if technique obviates restriction

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    Focus on Compromise - Example

    Joe discovered and fell in love with Reactor.

    Joes company had that pesky storedprocedure rule. It was due to issues with

    SQL injection they had a few years ago. Joe suggested that they drop the stored

    procedure only rule for projects usingReactor, since under the covers it uses

    cfqueryparam which delivers the samebenefits.

    Joes happy using Reactor, as are developerswho hated writing stored procedures

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    Focus on Compromise - Personas

    Effective on:

    Time Crunched

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    Focus on Synergy

    Connect implementing your technique with

    a larger concern

    Security Regulations Compliance

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    Focus on Synergy - example

    Bob was trying to encourage the use ofColdspring

    A new edict came down that all databasereads and writes in a particular applicationhad to be logged.

    Bob convinced people to accomplish this

    through the Aspect Oriented Programmingside of ColdSpring instead of re-writingentire application

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    Focus on Synergy - Personas

    Effective on:

    Management

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    Focus on Pressure

    Network Externalities

    Electronic peer pressure

    Create a solution that people really need thatrelies on your technique

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    Focus on Pressure - Example

    Charles used SVN + ANT for his builds but

    no one else would.

    He developed a killer set of components forlaying out a site according to the company

    template

    People wanted to use it.

    Charles let them, as long as they pulled down

    the changes from SVN. Oh and by the way,

    this ANT script makes this really easy.

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    Focus on Pressure - Personas

    Effective on:

    Uninformed

    Herd Time Crunched

    Healthy Cynic

    Burned

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    Focus on Bridging

    Create something enticing that is halfway

    between where you are and where you

    want tobe

    Bridging Framework

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    Focus on Bridging - Example

    I wanted to use ModelGlue 2 for scaffolding.

    I got a lot of resistance

    I built Squidhead Same Scaffolding

    DAO/Gateways

    Different Not MVC

    Stored Procedures

    Foreign Keys

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    Focus on Bridging - Personas

    Effective on:

    Time-Crunched

    Herd

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    Focus on Publicity

    Get your code reviewed

    Open Source your solution

    Apply for awards

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    Focus on Publicity - Example

    Jim wasnt getting any traction internally for

    his bug tracking system.

    He open sourced it. The small subset of users around the world

    that wanted to track bugs like Jim used it,

    loved it, and blogged about it

    When word got back to management that

    Jims solution was being used world-wide the

    question was - why werent they using it.

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    Focus on Publicity - Personas

    Effective on:

    Uninformed

    Healthy Cynic Burned

    Management

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    Strategy

    What do we do big picture?

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    Simple, not Easy

    Ignore the Hostile

    Target the Willing

    Harness the Converted Sell to Management

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    Ignore the Hostile

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    Target the willing

    Easiest to convert

    Uninformed

    Herd

    Next group

    Time Crunched

    Cynical

    Burned Finally

    Management

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    Harness the Converted

    Steal attention from non converts

    Repeat the story

    Get converts to repeat the story Tie their successes to your methods

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    Sell to Management

    Focus on cost benefit

    Focus on personnelbenefits

    Provide case studies Get mandate

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    Final Thoughts

    Where do you go from here

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    The Process in Review

    1. Identify the Cast of Personas

    2. Match Personas to Tactics

    3. Apply tactics in broader Strategy

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    Lather, Rinse, Repeat

    Progress is iterative

    and slow

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    Be prepared to start again

    Every advancement begins with all players

    at uninformed.

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    Final Thought

    You might not get the perfect shop where

    your fellow developers run a one click ANT

    script that pulls down your frameworkdriven application for code review before

    pushing it out to a production server...

    But between where you are and where

    you want to be there are many, many

    better places.

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    Questions

    Terrence Ryan

    [email protected]

    http://www.numtopia.com/terry