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SHAPING AND COMMUNICATING ARCHITECTURE Seth Dobbs @sethdtech https:/www.linkedin.com/in/seth-dobbs

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Page 1: SHAPING AND COMMUNICATING ARCHITECTURE · 2019. 6. 11. · Seth Dobbs | @sethdtech 91 Translate to business problems (preventing / sub-optimizing goals) • People trying to … will

SHAPING AND COMMUNICATING ARCHITECTURE

Seth Dobbs

@sethdtechhttps:/www.linkedin.com/in/seth-dobbs

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2Seth Dobbs | @sethdtech

• Architects are more than just technical experts

• We translate between business and technology

• We advise our businesses and guide our teams

• Effective communication is more than just a soft skill, it’s essential

ARCHITECTS ARE LEADERS

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Seth Dobbs | @sethdtech

Our ideas don’t matter if we can’t get others on board.

REALITY

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Seth Dobbs | @sethdtech

The imparting or interchange of thoughts, opinions, or information.

Dictionary.com

COMMUNICATION

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Seth Dobbs | @sethdtech

The imparting or interchange of thoughts, opinions, or information.

Dictionary.com

COMMUNICATION

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Seth Dobbs | @sethdtech

In the context of our work, communication has a purpose, a desired outcome.

Success or failure of communication is measured not by sound waves or words on a page but by the realization of those outcomes.

COMMUNICATION PURPOSE

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7Seth Dobbs | @sethdtech

Pierre Martineau

The greatest enemy of communication is the illusion of it.

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Seth Dobbs | @sethdtech

Occurs when we don’t perceive a disconnect even though there is one.

THE ILLUSION OF COMMUNICATION

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9Seth Dobbs | @sethdtech

THE ILLUSION OF COMMUNICATION

“I told them that”

“It was in an email”

“It’s on the wiki”

“They were in the room”

“It’s in the code”

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10Seth Dobbs | @sethdtech

THE ILLUSION OF COMMUNICATION

“I told them that”

“It was in an email”

“It’s on the wiki”

“They were in the room”

“It’s in the code”

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Seth Dobbs | @sethdtech

Communication is a two-way street, but we own being understood.

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12Seth Dobbs | @sethdtech

1. Understand the different stakeholders with which we communicate and what they need to know

2. Understand the process for shaping and communicating solutions

3. Learn about conflict management and communication antipatterns

GOALS

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Seth Dobbs | @sethdtech

SELLINGWe sell our solutions internally and externally

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14Seth Dobbs | @sethdtech

“Let’s Get Real Or Let’s Not Play” Khalsa, Illig

Sales is the process of helping clients succeed in a way they feel good about.

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Seth Dobbs | @sethdtech

Architecture is the process of helping our business succeed in a way that makes them

feel confident.

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Seth Dobbs | @sethdtech

Various stakeholders need to buy in to our solutions

WHY TALK ABOUT SALES?

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Seth Dobbs | @sethdtech

A good salesperson seeks first to understand

WHY TALK ABOUT SALES?

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Seth Dobbs | @sethdtech

A good sales process starts with the end in mind

WHY TALK ABOUT SALES?

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Seth Dobbs | @sethdtech

Sales is about listening and understanding

WHY TALK ABOUT SALES?

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Seth Dobbs | @sethdtech

All decisions are emotional

WHY TALK ABOUT SALES?

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21Seth Dobbs | @sethdtech

• Commonly associated with a person doing something to people rather than for or with them

• Selling is a conversation

• Understanding and meeting needs

• Focus first on making stakeholders successful, not ourselves

SUMMARY: WHAT IS SALES?

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Seth Dobbs | @sethdtech

A decision that the perceived value is worth the perceived cost.

WHAT IS BUYING?

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Seth Dobbs | @sethdtech

STAKEHOLDERSUnderstanding our ecosystem

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24Seth Dobbs | @sethdtech

COMPLEX ECOSYSTEM

You are here • An architect interacts with numerous stakeholders

• There are people that we influence, advise, and/or direct

• There are people that influence us, advise us, and/or direct us

• Challenge to navigate

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25Seth Dobbs | @sethdtech

• Provide input

• Need to understand

• Have needs and goals

• Can cause friction

OUR STAKEHOLDERS

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1. Developers

2. Project Managers

3. Designers

4. Business Leadership

STAKEHOLDERS

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DEVELOPERS

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Provides:

• Knowledge of existing implementation

• Deeper hands on language/platform knowledge

• Sounding board

• Technical constraints

STAKEHOLDER: DEVELOPER

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29Seth Dobbs | @sethdtech

Needs to Know:

• How are we building this?

• Why did we make these choices?

• What were the assumptions/constraints?

STAKEHOLDER: DEVELOPER

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30Seth Dobbs | @sethdtech

Needs/Goals:

• Ease of development (and meeting timelines)

• Feeling like part of the solution (esp. senior)

• Understanding of direction

• Independence

STAKEHOLDER: DEVELOPER

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31Seth Dobbs | @sethdtech

Friction:

• Passive-aggressive resistance

• Ongoing skepticism

STAKEHOLDER: DEVELOPER

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PROJECT MANAGERS

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33Seth Dobbs | @sethdtech

Provides:

• Budgetary and timeline constraints

• Client / business knowledge

• Overall project goals

STAKEHOLDER: PROJECT MANAGER

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34Seth Dobbs | @sethdtech

Needs to Know:

• How are we building this (high-level view)?

• Impact on time/scope/cost

• Ramifications of future time/scope/cost that might make client change direction

STAKEHOLDER: PROJECT MANAGER

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35Seth Dobbs | @sethdtech

Needs/Goals:

• Assurance that solution meets constraints

• Ability to communicate clearly to business, particularly if there’s variance

• Team on same page

STAKEHOLDER: PROJECT MANAGER

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36Seth Dobbs | @sethdtech

Friction:

• “Not enough time for meetings”

• Armchair solutioning

• Lack of support (if needs aren’t met)

STAKEHOLDER: PROJECT MANAGER

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OTHER THOUGHTS ON PROJECT MANAGERS?

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DESIGNERS

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39Seth Dobbs | @sethdtech

Provides:

• User point of view

• Usability requirements

• Long term vision / what could be

• Customer journey and intangibles

STAKEHOLDER: DESIGNER

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40Seth Dobbs | @sethdtech

Needs to Know:

• How engineering can enable experience

• Constraints on design / experience (and what’s firm / what’s flexible)

• Tradeoffs

STAKEHOLDER: DESIGNER

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41Seth Dobbs | @sethdtech

Needs/Goals:

• Best on-brand experience

• Understanding what’s feasible

STAKEHOLDER: DESIGNER

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42Seth Dobbs | @sethdtech

Friction:

• Different value in trading off experience for ease of development

• Client / business already approved

STAKEHOLDER: DESIGNER

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BUSINESS LEADERSHIP

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44Seth Dobbs | @sethdtech

Provides:

• Business direction & goals

• Prioritization

• Vision

• Budget

STAKEHOLDER: BUSINESS LEAD

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45Seth Dobbs | @sethdtech

Needs to Know:

• How does this help meet short- and long-term business objectives?

• Are there tradeoffs on time/cost/scope that might make them change direction?

STAKEHOLDER: BUSINESS LEAD

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46Seth Dobbs | @sethdtech

Needs/Goals:

• Meeting business goals

• Seen as successful in their organization

• Justification for costs

• Confidence in team

STAKEHOLDER: BUSINESS LEAD

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47Seth Dobbs | @sethdtech

Friction:

• “I’ve heard that ___ is a great technology, why don’t we use that?”

• Misalignment

STAKEHOLDER: BUSINESS LEAD

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Seth Dobbs | @sethdtech

DISCUSSWhat other stakeholders do you work with?

What challenges have you had with stakeholders?

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Seth Dobbs | @sethdtech

SELLINGGetting from problem to solution

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Dale Carnegie

The only way to influence someone is to find out what they want and show them how to get it.

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THE PROCESS

1. Research

2. Qualify

3. Solve

4. Present (Close)

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RESEARCH

Identifying the problem

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Seth Dobbs | @sethdtech

Communication skills: • Listening• Inquiry

RESEARCH

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Seth Dobbs | @sethdtech

Understand stakeholders and their needs

RESEARCH

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Seth Dobbs | @sethdtech

Inquiry vs. Advocacy

RESEARCH

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Seth Dobbs | @sethdtech

Listen to understand, not to interrupt

RESEARCH

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Seth Dobbs | @sethdtech

Set yourself up to start with the end in mind

RESEARCH

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Seth Dobbs | @sethdtech

Find the actual problem statement

RESEARCH

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Seth Dobbs | @sethdtech

Our solutions are valuable only if our business / clients / users see them as solving meaningful problems

PROBLEM STATEMENT

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Seth Dobbs | @sethdtech

The customer profile queries are slow.

BUSINESS PROBLEM OR TECHNICAL PROBLEM?

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Seth Dobbs | @sethdtech

Our users have to wait so long to view their profile that they leave the site and don’t come back.

BUSINESS PROBLEM OR TECHNICAL PROBLEM?

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Seth Dobbs | @sethdtech

The servers cannot support high throughput.

BUSINESS PROBLEM OR TECHNICAL PROBLEM?

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Seth Dobbs | @sethdtech

If more than __ users come to the site, performance will degrade to the point that it will seem the system is down.

BUSINESS PROBLEM OR TECHNICAL PROBLEM?

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QUALIFY

Validate our understanding of the problem and impact of solving

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Seth Dobbs | @sethdtech

Communication skills: • Dialogue

QUALIFY

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Seth Dobbs | @sethdtech

Validate: • Assumptions• Constraints• Priorities

QUALIFY

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Seth Dobbs | @sethdtech

Define and communicate principles that will drive architecture / solution

QUALIFY

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Seth Dobbs | @sethdtech

Confirm understanding of stakeholder hot buttons – groundwork for getting buy in

QUALIFY

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Seth Dobbs | @sethdtech

Build trust by demonstrating listening skills, understanding of needs

QUALIFY

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Seth Dobbs | @sethdtech

Verify key assumptions and constraints before diving into solution

QUALIFY

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Seth Dobbs | @sethdtech

Communication is a two-way street, but we own understanding what we’ve heard.

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Seth Dobbs | @sethdtech

Read back your understanding

ACHIEVE CLARITY – THE POWER OF ASKING

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73Seth Dobbs | @sethdtech

When listening, verify that you've understood what you've heard:

• "What I hear you saying is..."

• "OK, so my understanding is..."

• "To summarize, you want to do 3 things..."

READBACK – MAKE SURE YOU HAVE UNDERSTOOD

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Seth Dobbs | @sethdtech

Don’t be afraid to be wrong!

ACHIEVE CLARITY

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Seth Dobbs | @sethdtech

Questions are a sign of strength

ACHIEVE CLARITY – THE POWER OF ASKING

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Seth Dobbs | @sethdtech

Ask questions to help guide:• Others to understanding you• Yourself to understanding others

ACHIEVE CLARITY – THE POWER OF ASKING

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Seth Dobbs | @sethdtech

Avoid confirmation biasAsk questions to disprove your theory

QUALIFY

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Seth Dobbs | @sethdtech

• Qualify to pave way to solution in a way that is clear to everyone

• Most conflicts are related to disagreement on assumptions and constraints

CLARITY AND CONFLICT

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Seth Dobbs | @sethdtech

Q&AQuestions on what we’ve covered so far?

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Seth Dobbs | @sethdtech

BREAK

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SOLVE

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• Important to hold off committing to solutions too early in the process

• Doesn’t mean we shouldn’t be thinking about solutions

SOLVING

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Seth Dobbs | @sethdtech

Control need for instant solving gratification

SOLVE

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Seth Dobbs | @sethdtech

Ok to solve in your head, but use that to ask disproving questions, not questions to enforce confirmation bias

SOLVE

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Seth Dobbs | @sethdtech

However…avoid analysis paralysis

SOLVE

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“A problem well-stated is a problem half-solved”

STEP 1: START WITH A PROBLEM STATEMENT

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Seth Dobbs | @sethdtech

“We need SEO optimization”

IS THIS A PROBLEM STATEMENT?

NOT A PROBLEM STATEMENT

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Seth Dobbs | @sethdtech

“We need to generate more online leads”

IS THIS A PROBLEM STATEMENT?

MAYBE A PROBLEM STATEMENT

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Seth Dobbs | @sethdtech

“We aren’t closing enough new business”

IS THIS A PROBLEM STATEMENT?

BETTER PROBLEM STATEMENT

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90Seth Dobbs | @sethdtech

REPHRASE THESE AS BUSINESS PROBLEMS

• The catalog tables are poorly designed

• Server upgrades / buying more servers

• Code needing refactoring

• Library upgrades

• Bugs

EXERCISE

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Translate to business problems (preventing / sub-optimizing goals)

• People trying to … will have a bad experience and not come back

• Browsing a catalog is so slow people will leave the site

• Users are unable to …

• When we scale to … users we won’t be able to support them

• Mobile users will not be able to find products

• The cost of adding a new feature will be prohibitive or take too long to be of value

BUSINESS VALUE

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• Sometimes you can provide a hypothesis as a strawman or direction to guide thinking

• “Using queues will give us the capability to recover from network failures”

• Team should ask disproving questions to test hypothesis

STEP 2: HYPOTHESIS

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“We need an architecture that enables offline tablet usage but can get content updates when wifi is available”

EXAMPLE HYPOTHESIS

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• Hypothesis serves as framework to solution

• Ask disproving questions

• Ensure it encompasses all assumptions, constraints, etc.

STEP 3: HYPOTHESIS -> SOLUTION

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Seth Dobbs | @sethdtech

Solving is mapping from needs/goals to solution while honoring constraints

SOLVING

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PRESENT

If we’ve done a good job in the previous steps, this can be the easiest part.

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Seth Dobbs | @sethdtech

• Obtaining buy-in from your stakeholders• Clarity and forward momentum for team

OUTCOME OF PRESENTING / CLOSING

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1. Problem Statement

• Restate problem statement

• Validate once again that we are solving the right thing

FRAMEWORK FOR PRESENTING

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2. Background / Context

• Restate assumptions, goals, constraints, context

• Walk people into your solution

• Pave the way with understanding of needs

FRAMEWORK FOR PRESENTING

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3. State Hypothesis and Value• High level approach

• Show how you are addressing constraints, needs

• Map to business value

• Example: “Background synchronization will allow us to get updates when wifi is available while the local cache will ensure offline operation.”

• Example: “Cloud deployment will enable us to flex high during peak demand without having to cover cost of additional compute when unused.”

FRAMEWORK FOR PRESENTING

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4. Provide Solution Details

• Tailored to audience

• Continue to map details to values, needs, constraints

FRAMEWORK FOR PRESENTING

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Seth Dobbs | @sethdtech

• Advocacy – appear confident (but remain receptive)

• Multiple communications

TIPS FOR PRESENTING

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OTHER PRESENTING TECHNIQUES

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• Understand the conclusion of your story – what do you want the listeners to get out of listening to you

• Walk them through the arc from beginning to end

• Provides cohesion, reasons for listening

• Sets people up to predict ending which can often garner support

STORYTELLING

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Don’t just jump to paragraph 5!

NEWSPAPER APPROACH

https://www.usatoday.com/story/money/2017/09/22/walmart-skips-porch-and-delivers-right-fridge/692591001/

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Start with a headline – what are you talking about?

“There are 3 business problems addressed by NoSQL”

NEWSPAPER APPROACH

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First sentence/paragraph – elaboration of main ideas

“NoSQL will help us address x, y, and z”

NEWSPAPER APPROACH

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Body paragraphs: spiral down into the details, reinforce message

“The first problem, x, will be addressed by…”

NEWSPAPER APPROACH

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• Builds a framework for the listener to absorb complex information

• Gives listeners ability to pick and steer for what they need

NEWSPAPER APPROACH

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• Tell people what you’re going to teach them

• Teach them

• Tell them what you taught them

• Wrap up with relevant story / example

TEACHING METHOD

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When speaking, verify that listeners have understood

• "What were the 3 key reasons for choosing..."

• "Can you summarize next steps..."

• "What didn't make sense?"

READBACK – MAKE SURE YOU ARE UNDERSTOOD

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CONFLICT

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Seth Dobbs | @sethdtech

Two kinds of conflict:• Conflict of ideas (good)• Conflict of people (bad)

CONFLICT

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Seth Dobbs | @sethdtech

Good team members will question what they don’t understandBad team members will not ask questions, question everything, or question to filibuster

CONFLICT

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Seth Dobbs | @sethdtech

• An obscure but “important” detail that can shoot down ideas

• Roadblockers can use esoteric knowledge to thwart progress

• Sometimes we have visibility to too many details and can make the honest mistake of giving equal weight to details

• Don’t prioritize minutiae at the expense of a good solution

“THE DETAIL”

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Seth Dobbs | @sethdtech

Typically not about the solution but about the problem we’re trying to solve.

CONFLICT

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Seth Dobbs | @sethdtech

Inquiry vs. Advocacy

CONFLICT

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Seth Dobbs | @sethdtech

Address conflict by starting with motivation

“I'm trying to better understand your concerns"

CONFLICT

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Seth Dobbs | @sethdtech

Ask questions to guide rather than confront

CONFLICT

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Seth Dobbs | @sethdtech

Responding > Reacting

CONFLICT

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Seth Dobbs | @sethdtech

Use “5 whys” to get to root of problem

CONFLICT

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Seth Dobbs | @sethdtech

Sometimes we’re wrong

“All of us are smarter than any of us” – Tim Brown

CONFLICT

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COMMUNICATION ANTIPATTERNS

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COMMUNICATION ANTIPATTERNS

“As I’ve said before…”

“That’s just common sense”

“I told them”

“I’m really busy”

“I know that”

“Because I said so…”

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Seth Dobbs | @sethdtech

COMMUNICATION STYLESDISC

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DISC OVERVIEW

Dominant / Direct Influence / Inspire

Steady / SupportiveConscientious / Cautious

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Controlling / Micromanaging (D, C) Laisse—Faire / Distant (I, S)Rejects suggestions that aren’t theirs Too vagueWon’t want to admit to being wrong Not hands-on enoughToo deep in implementation details Can appear in over their head / distantCan’t let go – controls development efforts

Lets bad decisions run rather than confront

Appears impatient Moves on too soonIt’s about the architect, not the solution Assumes good intentions are enough

DISC AND ARCHITECT TENDENCIES

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Jumps to Solution (D, I) Analysis Paralysis (S, C)Quick thinking – sometimes reactive Too deep into the weedsNot into the details Needs “all info” to make a decisionToo eager for a flash of brilliance Disrupting status quo requires work

DISC AND ARCHITECT TENDENCIES

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EFFECTIVE ARCHITECTS

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Seth Dobbs | @sethdtech

Provide decisions and guidance to help dev teams make good choices

EFFECTIVE ARCHITECTS

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Seth Dobbs | @sethdtech

Ensure team has what they need to succeed

EFFECTIVE ARCHITECTS

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Seth Dobbs | @sethdtech

Display emotional intelligence:Responding > reacting

EFFECTIVE ARCHITECTS

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Seth Dobbs | @sethdtech

Don’t assault other ideas – they engage with others

EFFECTIVE ARCHITECTS

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Seth Dobbs | @sethdtech

Walks back to assumptions, constraints, expected outcomes

EFFECTIVE ARCHITECTS

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FINAL THOUGHTS

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Seth Dobbs | @sethdtech

“Words have meaning!”

AMBIGUITY

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Seth Dobbs | @sethdtech

“Words have lots of meanings!”

AMBIGUITY

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Seth Dobbs | @sethdtech

Communication is a two-way street, but we own both understanding and being understood.

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1. The illusion of communication

2. Stakeholder ecosystem

3. Why we think about selling

4. A process for shaping, solving, and communicating

WHAT WE DISCUSSED

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Thank You!

Twitter: @sethdtech

LinkedIn: https://www.linkedin.com/in/seth-dobbs/

Seth Dobbs