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Barriers and Pathways to
Successful Collaboration
Anthony I. (Tony) Wasserman
Carnegie Mellon University- Silicon Valley
Keynote: OpenSym 2015
San Francisco: 19 August 2015
Key Question:
What are the Factors and Conditions
that make Teams Successful (or Not)?
Successful Collaboration: a Victory Celebration
Photo: Tony Wasserman
About the Winning Team
• 31 teams with less success than the champion
– But some may be very happy with their team's results
• Varied individual contributions to overall team success
• Possible to be a valuable contributor in limited role
• Possible to be part of a successful team without contributing
– Substitutes ready to play as needed
• No assurance that this team would be as successful again
– Luck, injuries, weather
• Not all team members are visible
– Trainer, physician, nutritionist, drivers, specialty coaches
• Management decides team membership and playing time
We don't often see such
celebrations for software!
KDE Release Party – WooHoo!
Many Types of Teams
The Beatles
Four Equal
Members?
The Beatles
What about the
well-known
manager?
The Beatles
What about
the famous
producer?
Is This the “Real” Beatles Team?
The Beatles with
Brian Epstein and
George Martin
The “Real” Beatles Team also included
• Album cover photographer
• Album design (Meet the Beatles and With the Beatles)
• Contributors from Capitol and Parlophone labels
• Fan club organizers and members
• And many more after 1963...
Many people work in the background –
some visible, some not
Team Members in the Background (1)
Copyright © Getty ImagesMarvin Gaye and the Blossoms
Team Members in the Background (2)
Copyright © Christopher Polk/AMA2013/Getty Images for DCPAriana Grande
Can Team Members Be Easily Replaced?
• The Beatles replaced Pete Best
• Stuart Sutcliffe voluntarily left the band
• Some team members choose to leave a team
• Some team members go on to greater individual recognition
• Some team members are more easily replaced
– But frequent replacements may cause team stresses
How Do Changes Affect Teamwork?
Team Success and Failure
1994 World Cup shootout – Pagliuca block
Photo Copyright © 1994, Tony Wasserman
Who is Successful in this Situation?
• Did the keeper succeed? (His team lost.)
• Did the shooter fail? (His team won.)
Factors for Team Success/Failure
• Shared goals
• Right place at right time (some luck)
• Right mix of skills on the team
• Superstar(s) on the team
• Departure of disruptive person(s) – team chemistry
• Cultural similarities and differences
• Location: co-located or distributed
• Funding and other external support
Back to Software
• Almost all of these concepts apply to software teams
• Differences between community FOSS teams and
traditional commercial teams
• But similarities outweigh differences
Community FOSS
• Dependent on volunteers
• Project lead(s), committers, contributors, viewers
• “Flat” organization
• Types of contributors
―Coders
―Documenters
―Translators
―Testers
―Community managers
Collaboration Challenges in Community FOSS
• “Managing” volunteers
 Finding people with the needed technical skills
 Keeping key people actively involved
 Minimizing disruptions to team harmony
 Developing a technical decision-making process
 Developing a leadership style
 Setting project priorities
 Adjusting to staff transitions and forks
Commercial Software Product Teams
• Paid employees and contractors
• Typically hierarchical organization
• Product roadmap
• Work with non-technical business units
 Marketing, support, sales, finance, training
• Schedules
• Budgets
Collaboration Challenges in Commercial
Product Development
• Recruiting, managing, and retaining staff
• Reporting up and sideways
• Improving team effectiveness
 Handling disruptive people
 Adjusting to cultural differences
 Handling disruptive events
 Development processes and tools
• Setting feasible priorities and schedules
Disruptive Events
Large and Small
• Management and organizational changes
• Schedule changes
• Counterproductive activities
• Personal conflicts
• Interviewing job candidates
• Phone calls, message streams, and email
Elements of successful collaboration
• Agreement on goals and plans
• Availability of needed technical skills
• Team leadership and management
• Resolving conflicts and disruptions
• Accommodating team arrivals and departures
• Celebrating key milestones
• Recognizing individual contributions
Many things can go wrong...
• Absence of shared vision and focus
• Lack of clarity on important details
• Unforeseen technical complexities
• Budget overruns (or an unrealistic budget)
• Schedule problems
• Key people leave
• Conflicting individual goals
• Logistical problems
• Cultural, personal, political differences
• Discrimination
It's a wonder that
projects ever succeed!
Pathways to Successful Collaboration
• Setting expectations for teamwork
– Code of conduct
– Termination of those who violate code
• Setting expectations for work
– Regular and consistent reporting – beyond daily standups
– Changed assignments for those who don't produce
• Setting realistic budgets and schedules
– Early pushback against “death march” projects
• Encouraging collegiality
– Informal meetings (in person if possible)
– Getting to know one another
– Management or third-party coaching on teamwork and leadership
Additional Resources
• Tom DeMarco and Tim Lister, Peopleware (3rd
ed.), 2013
• Jono Bacon, The Art of Community (2nd
ed.), 2012
• Paul Glen, Leading Geeks, 2003
Monument Valley – Utah
Copyright © 2015, Tony Wasserman
Contact Info:
Tony Wasserman
Email: tonyw@sv.cmu.edu
Twitter: @twasserman

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Barriers & Pathways to Successful Collaboration

  • 1. Barriers and Pathways to Successful Collaboration Anthony I. (Tony) Wasserman Carnegie Mellon University- Silicon Valley Keynote: OpenSym 2015 San Francisco: 19 August 2015
  • 2. Key Question: What are the Factors and Conditions that make Teams Successful (or Not)?
  • 3. Successful Collaboration: a Victory Celebration Photo: Tony Wasserman
  • 4. About the Winning Team • 31 teams with less success than the champion – But some may be very happy with their team's results • Varied individual contributions to overall team success • Possible to be a valuable contributor in limited role • Possible to be part of a successful team without contributing – Substitutes ready to play as needed • No assurance that this team would be as successful again – Luck, injuries, weather • Not all team members are visible – Trainer, physician, nutritionist, drivers, specialty coaches • Management decides team membership and playing time
  • 5. We don't often see such celebrations for software! KDE Release Party – WooHoo!
  • 8. The Beatles What about the well-known manager?
  • 9. The Beatles What about the famous producer?
  • 10. Is This the “Real” Beatles Team? The Beatles with Brian Epstein and George Martin
  • 11. The “Real” Beatles Team also included • Album cover photographer • Album design (Meet the Beatles and With the Beatles) • Contributors from Capitol and Parlophone labels • Fan club organizers and members • And many more after 1963...
  • 12. Many people work in the background – some visible, some not
  • 13. Team Members in the Background (1) Copyright © Getty ImagesMarvin Gaye and the Blossoms
  • 14. Team Members in the Background (2) Copyright © Christopher Polk/AMA2013/Getty Images for DCPAriana Grande
  • 15. Can Team Members Be Easily Replaced? • The Beatles replaced Pete Best • Stuart Sutcliffe voluntarily left the band • Some team members choose to leave a team • Some team members go on to greater individual recognition • Some team members are more easily replaced – But frequent replacements may cause team stresses How Do Changes Affect Teamwork?
  • 16. Team Success and Failure 1994 World Cup shootout – Pagliuca block Photo Copyright © 1994, Tony Wasserman
  • 17. Who is Successful in this Situation? • Did the keeper succeed? (His team lost.) • Did the shooter fail? (His team won.)
  • 18. Factors for Team Success/Failure • Shared goals • Right place at right time (some luck) • Right mix of skills on the team • Superstar(s) on the team • Departure of disruptive person(s) – team chemistry • Cultural similarities and differences • Location: co-located or distributed • Funding and other external support
  • 19. Back to Software • Almost all of these concepts apply to software teams • Differences between community FOSS teams and traditional commercial teams • But similarities outweigh differences
  • 20. Community FOSS • Dependent on volunteers • Project lead(s), committers, contributors, viewers • “Flat” organization • Types of contributors ―Coders ―Documenters ―Translators ―Testers ―Community managers
  • 21. Collaboration Challenges in Community FOSS • “Managing” volunteers  Finding people with the needed technical skills  Keeping key people actively involved  Minimizing disruptions to team harmony  Developing a technical decision-making process  Developing a leadership style  Setting project priorities  Adjusting to staff transitions and forks
  • 22. Commercial Software Product Teams • Paid employees and contractors • Typically hierarchical organization • Product roadmap • Work with non-technical business units  Marketing, support, sales, finance, training • Schedules • Budgets
  • 23. Collaboration Challenges in Commercial Product Development • Recruiting, managing, and retaining staff • Reporting up and sideways • Improving team effectiveness  Handling disruptive people  Adjusting to cultural differences  Handling disruptive events  Development processes and tools • Setting feasible priorities and schedules
  • 24. Disruptive Events Large and Small • Management and organizational changes • Schedule changes • Counterproductive activities • Personal conflicts • Interviewing job candidates • Phone calls, message streams, and email
  • 25. Elements of successful collaboration • Agreement on goals and plans • Availability of needed technical skills • Team leadership and management • Resolving conflicts and disruptions • Accommodating team arrivals and departures • Celebrating key milestones • Recognizing individual contributions
  • 26. Many things can go wrong... • Absence of shared vision and focus • Lack of clarity on important details • Unforeseen technical complexities • Budget overruns (or an unrealistic budget) • Schedule problems • Key people leave • Conflicting individual goals • Logistical problems • Cultural, personal, political differences • Discrimination
  • 27. It's a wonder that projects ever succeed!
  • 28. Pathways to Successful Collaboration • Setting expectations for teamwork – Code of conduct – Termination of those who violate code • Setting expectations for work – Regular and consistent reporting – beyond daily standups – Changed assignments for those who don't produce • Setting realistic budgets and schedules – Early pushback against “death march” projects • Encouraging collegiality – Informal meetings (in person if possible) – Getting to know one another – Management or third-party coaching on teamwork and leadership
  • 29. Additional Resources • Tom DeMarco and Tim Lister, Peopleware (3rd ed.), 2013 • Jono Bacon, The Art of Community (2nd ed.), 2012 • Paul Glen, Leading Geeks, 2003
  • 30. Monument Valley – Utah Copyright © 2015, Tony Wasserman Contact Info: Tony Wasserman Email: tonyw@sv.cmu.edu Twitter: @twasserman