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A CTO’s Guide to
Scaling Organizations
Randy Shoup
@randyshoup
linkedin.com/in/randyshoup
Organizational
Scalability
• Scalability Principles
• Team Size and Scope
• Team Autonomy
• Global and Distributed Teams
• Concluding Thoughts
Organizational
Scalability
• Scalability Principles
• Team Size and Scope
• Team Autonomy
• Global and Distributed Teams
• Concluding Thoughts
Universal
Scalability Law
System throughput is limited by
• Contention
o Queueing on a shared resource, O(N)
• Coherence
o Coordination and communication between all nodes, O(N2)
http://www.perfdynamics.com/Manifesto/USLscalability.html
Universal
Scalability Law
• Implications
o Find ways to remove contention points
o Find ways to reduce or eliminate coordination overhead
o Increased N  more contention, more coherence
•  Multicore processor design
o Fast to stay within a core
o Expensive to synchronize across cores
•  Distributed system design
o Sharding
o Eventual Consistency
“What if we designed our
organizations like we design
our systems?”
Organizational
Scalability
• Scalability Principles
• Team Size and Scope
• Team Autonomy
• Global and Distributed Teams
• Concluding Thoughts
Small
“Service” Teams
• Amazon “2 Pizza” Teams
o No team should be larger than can be fed by 2 large pizzas
o Typically 3-5 people
o Mix of junior and senior people
• Team == Component | Service
o Clear, well-defined area of responsibility
o Single service or set of related services
o Minimal, well-defined “interface”
• Applying the Universal Scalability Law
o Reduce N within teams
o Well-defined responsibilities reduce synchronization / coordination points
between teams
End-to-End
Ownership
• Teams own their roadmap
• No separate maintenance or sustaining engineering
team
• Engineers own service from design to deployment
to retirement
Team
Anti-Patterns
• Skill-based teams
o Based around tiers or technologies (e.g., front-end team, application
team, DBA team, Ops team)
o (-) Every project crosses many team boundaries
o (-) No end-to-end ownership of the system
o (-) No end-to-end ownership of the customer experience
• Project-based teams
o Form ad-hoc team for a particular project, then disband
o (-) No long-term ownership of code, product, service
o (-) Encourages short-term approach instead of sustainable technical debt
Team
Anti-Patterns
• Large teams
o (-) Teams larger than 6-8 should be split
o (-) Communication and coordination overhead makes it increasingly
difficult to sustain velocity
Organizational
Scalability
• Scalability Principles
• Team Size and Scope
• Team Autonomy
• Global and Distributed Teams
• Concluding Thoughts
Autonomy and
Accountability
• Give teams autonomy
• Freedom to choose technology, methodology, working environment
• Responsibility for the results of those choices
• Make teams self-sufficient
• Team has inside it all skill sets needed to do the job
• Depend on other teams for supporting services
• Hold team accountable for *results*
• Give a team a goal, not a solution
• Let team own the best way to achieve the goal
Autonomy and
Accountability
• Clear “contract” provided to other teams
• Functionality: agreed-upon scope of responsibility
• Service levels and performance
Decisionmaking
Anti-Patterns
• Single authority
o Decisions made or approved by single person (CTO?)
o (-) Single bottleneck / contention point
o (-) Single point of failure
o (-) Unsustainable for decisionmaker
o (-) Discourages autonomy, ownership, growth
• Unanimity / Consensus
o Decisions made or approved by “everyone”
o (-) Constant need for coordination / coherence
o (-) Increasingly ineffective / counterproductive as organization grows
o (-) Discourages autonomy, ownership, growth
Organizational
Scalability
• Scalability Principles
• Team Size and Scope
• Team Autonomy
• Global and Distributed Teams
• Concluding Thoughts
Effective
Global Teams
• Local Ownership
o Well-defined area of responsibility
o Clean interface with the rest of the organization
• Individual teams are co-located
o High-bandwidth communication within a team
o Minimal coordination across teams
Global Team
Anti-Patterns
• Anti-Pattern: Split Teams Over Geographies
o (-) Constant need for coordination over time zones
o (-) Local conversations become disruptive rather than helpful
o (-) No local pride of ownership
• Anti-Pattern: Remote Team as Job Shop
o (-) Constant need for management and task assignment
o (-) Resentment between first-tier and second-tier sites
o (-) No local pride of ownership
o Ex. eBay remote offices vs. Google remote offices
Distributed
Teams
• Fully distributed *OR* fully co-located
o Distributed teams rely on virtual proximity (chat, hangouts, IRC)
o Co-located teams rely on physical proximity (co-working)
• Anti-Pattern: “Mostly” co-located
o (-) Co-located majority ends up determining communication methods
o (-) Remote individuals left out, less able to contribute, less productive
Organizational
Scalability
• Scalability Principles
• Team Size and Scope
• Team Autonomy
• Global and Distributed Teams
• Concluding Thoughts
One Idea,
Many Facets
Small
Teams
MicroservicesDevOps
Agile
Practices

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A CTO's Guide to Scaling Organizations

  • 1. A CTO’s Guide to Scaling Organizations Randy Shoup @randyshoup linkedin.com/in/randyshoup
  • 2. Organizational Scalability • Scalability Principles • Team Size and Scope • Team Autonomy • Global and Distributed Teams • Concluding Thoughts
  • 3. Organizational Scalability • Scalability Principles • Team Size and Scope • Team Autonomy • Global and Distributed Teams • Concluding Thoughts
  • 4. Universal Scalability Law System throughput is limited by • Contention o Queueing on a shared resource, O(N) • Coherence o Coordination and communication between all nodes, O(N2) http://www.perfdynamics.com/Manifesto/USLscalability.html
  • 5. Universal Scalability Law • Implications o Find ways to remove contention points o Find ways to reduce or eliminate coordination overhead o Increased N  more contention, more coherence •  Multicore processor design o Fast to stay within a core o Expensive to synchronize across cores •  Distributed system design o Sharding o Eventual Consistency
  • 6. “What if we designed our organizations like we design our systems?”
  • 7. Organizational Scalability • Scalability Principles • Team Size and Scope • Team Autonomy • Global and Distributed Teams • Concluding Thoughts
  • 8. Small “Service” Teams • Amazon “2 Pizza” Teams o No team should be larger than can be fed by 2 large pizzas o Typically 3-5 people o Mix of junior and senior people • Team == Component | Service o Clear, well-defined area of responsibility o Single service or set of related services o Minimal, well-defined “interface” • Applying the Universal Scalability Law o Reduce N within teams o Well-defined responsibilities reduce synchronization / coordination points between teams
  • 9. End-to-End Ownership • Teams own their roadmap • No separate maintenance or sustaining engineering team • Engineers own service from design to deployment to retirement
  • 10. Team Anti-Patterns • Skill-based teams o Based around tiers or technologies (e.g., front-end team, application team, DBA team, Ops team) o (-) Every project crosses many team boundaries o (-) No end-to-end ownership of the system o (-) No end-to-end ownership of the customer experience • Project-based teams o Form ad-hoc team for a particular project, then disband o (-) No long-term ownership of code, product, service o (-) Encourages short-term approach instead of sustainable technical debt
  • 11. Team Anti-Patterns • Large teams o (-) Teams larger than 6-8 should be split o (-) Communication and coordination overhead makes it increasingly difficult to sustain velocity
  • 12. Organizational Scalability • Scalability Principles • Team Size and Scope • Team Autonomy • Global and Distributed Teams • Concluding Thoughts
  • 13. Autonomy and Accountability • Give teams autonomy • Freedom to choose technology, methodology, working environment • Responsibility for the results of those choices • Make teams self-sufficient • Team has inside it all skill sets needed to do the job • Depend on other teams for supporting services • Hold team accountable for *results* • Give a team a goal, not a solution • Let team own the best way to achieve the goal
  • 14. Autonomy and Accountability • Clear “contract” provided to other teams • Functionality: agreed-upon scope of responsibility • Service levels and performance
  • 15. Decisionmaking Anti-Patterns • Single authority o Decisions made or approved by single person (CTO?) o (-) Single bottleneck / contention point o (-) Single point of failure o (-) Unsustainable for decisionmaker o (-) Discourages autonomy, ownership, growth • Unanimity / Consensus o Decisions made or approved by “everyone” o (-) Constant need for coordination / coherence o (-) Increasingly ineffective / counterproductive as organization grows o (-) Discourages autonomy, ownership, growth
  • 16. Organizational Scalability • Scalability Principles • Team Size and Scope • Team Autonomy • Global and Distributed Teams • Concluding Thoughts
  • 17. Effective Global Teams • Local Ownership o Well-defined area of responsibility o Clean interface with the rest of the organization • Individual teams are co-located o High-bandwidth communication within a team o Minimal coordination across teams
  • 18. Global Team Anti-Patterns • Anti-Pattern: Split Teams Over Geographies o (-) Constant need for coordination over time zones o (-) Local conversations become disruptive rather than helpful o (-) No local pride of ownership • Anti-Pattern: Remote Team as Job Shop o (-) Constant need for management and task assignment o (-) Resentment between first-tier and second-tier sites o (-) No local pride of ownership o Ex. eBay remote offices vs. Google remote offices
  • 19. Distributed Teams • Fully distributed *OR* fully co-located o Distributed teams rely on virtual proximity (chat, hangouts, IRC) o Co-located teams rely on physical proximity (co-working) • Anti-Pattern: “Mostly” co-located o (-) Co-located majority ends up determining communication methods o (-) Remote individuals left out, less able to contribute, less productive
  • 20. Organizational Scalability • Scalability Principles • Team Size and Scope • Team Autonomy • Global and Distributed Teams • Concluding Thoughts