Managers and Technical Leads

On a lot of team projects, there are two or three regular developers and one developer who has some management responsibilities. This person is usually called a "lead" or "technical lead." The person is usually assigned to this role on the basis of technical rather than management expertise. Straddling the fence between development and management is a tricky business for this person and one that can destroy the project if not handled well—either because the lead relates poorly to the team or to upper managers.

Managers and technical leads don't always work closely together. A lot of problems—overlapping responsibilities, motivation, customer relations, low quality, poor alignment on project goals, and so on—can be improved when they communicate effectively about the issues they're dealing with.

One of the biggest obstacles to effective performance of the technical-lead role is the lack of a clear division of responsibilities between the technical lead and the manager. There is often a muddling of responsibilities. For example, the manager may know little about how the team functions day to day but may still be responsible for conducting the team members' performance reviews.

In its purest form, the technical lead is responsible for the technical work and is responsible for a single team. The manager is responsible for the nontechnical direction of the team and is responsible for two or more projects. From the team's point of view, the manager's role is to unburden the technical lead by handling certain nontechnical tasks. From the organization's point of view, the manager's role is to control the team so that it conforms to the goals of the organization. Some of the team models, particularly the professional athletic team and the theater team, are better than others at helping to keep the distinctions between the two roles in mind.

Since the specifics of the technical-lead/manager relationship vary so much, it's useful for the technical lead and manager to discuss their roles at the beginning of the project. That helps to avoid responsibility clashes in which both people think they're responsible for the same thing and responsibility vacuums in which both people think the other person is responsible.

John Boddie published an interesting diagram that described his view of the relationship between the project manager and the technical lead (shown in Figure 13-3), and I think the diagram brings some key issues to light (Boddie 1987). You can use the diagram as a focal point to discuss and clarify the technical lead's and manager's responsibilities.

Project manager's and technical lead's responsibilities. Since specific roles can vary from project to project, a discussion that uses this illustration as a focal point can help to clarify the division of responsibilities on a particular project. Source: Adapted from Crunch Mode (Boddie 1987).

Figure 13-3. Project manager's and technical lead's responsibilities. Since specific roles can vary from project to project, a discussion that uses this illustration as a focal point can help to clarify the division of responsibilities on a particular project. Source: Adapted from Crunch Mode (Boddie 1987).

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