Posts Tagged ‘Organization’
I travel pretty regularly, about 35% so far in 2010. When it goes wrong, travel can be exhausting, frustrating, complicated, stressful and even debilitating. I’m always looking for ways to make my trips run more smoothly. On a recent flight to Taipei, I wrote down a few of the techniques which I’ve successfully put into practice and found helpful. This is not an exhaustive list; I’ve omitted a lot of the common and obvious tips I’ve seen elsewhere.
- Make a packing list. This one may be obvious, but a lot of people neglect it. Perhaps they think making lists is boring and fussy, but really, it isn’t. Without a packing list, it’s easy to forget to do the things which will make your trip better. Use it every time, and bring a copy with you (or store it online) so you can add the things you wish you had brought or done. A simple, ever-improving packing list is the most effective technique I have found for making travel less stressful and more enjoyable.
- Carry a water bottle with a tight-fitting lid. I use a 32oz Nalgene bottle, which fits nicely into the seat next to me or under an armrest, and gives me enough water for even the longest flights. I fill it up after passing through security, at a cafe, bar or lounge, and generally decline the beverages offered by the cabin crew. Staying hydrated helps me feel better during the flight, and leaves me with less malaise when I arrive. I don’t need to manage a tray table or armrest full of cups and other debris, so I can sit more comfortably, with the tray table folded away.
- Consolidate essential items using multipurpose equipment. For example, invest in a power adapter which has USB sockets onboard, and carry USB cables instead of wall chargers. Versatile items like this save on space and weight. I can charge two devices this way, but the equipment is smaller and lighter than even a single wall charger.
- Learn how to sleep on an airplane. Getting some sleep on a long flight really helps to offset the effects of traveling. There are several resources out there with practical advice on how to do it. One thing which really helped me was to buy a high quality eye mask which blocks out all of the light in the cabin. The one I use looks a little funny and is not cheap, but is very comfortable and effective. It’s made of memory foam with a soft, washable cover and works much better than the ones the airlines give away for free. I no longer bother with a neck pillow, and use the flaps built into the seat to lean my head against. I’m surprised at how many people don’t know about this common aricraft feature: virtually every long-haul seat has something like this, even in economy, though it may not be obvious how to use it.
- Buy duplicates of things like toiletries, and keep them in your travel kit so you don’t need to pack your everyday items (and risk forgetting them) each time. The less packing you need to do, the less time it will take, and the less opportunity there is for mistakes. This also saves time unpacking when you get home, and lets you buy a smaller size of the item where available.
- Optimize border crossings Carry the forms you’ll need for customs, immigration, etc. in your carry-on. They don’t always provide them at the counter or on board the plane, and it’s a hassle to rush to fill in the form at the last minute. If you have a few of them with you, you can fill them out early (perhaps even before you fly) and then hustle to the front of the queue. For countries you enter frequently (especially your home country), programs like Global Entry (US) and IRIS (UK) will save you a lot of time by allowing you to use an automated kiosk to cross the border.
This is a repost from the ubuntu-devel mailing list, where there is probably some discussion happening by now.
After each UDS, the organizers evaluate the event and consider how it could be further improved in the future. As a result of this process, the format of UDS has evolved considerably, as it has grown from a smallish informal gathering to a highly structured matrix of hundreds of 45-to-60-minute sessions with sophisticated audiovisual facilities.
A survey can’t tell the whole story, though, so I would also like to start a more free-form discussion here among Ubuntu developers as well. I have some thoughts I’d like to share, and I’m interested in your perspectives as well.
The core purpose of UDS has always been to help Ubuntu developers to explore, refine and share their plans for the subsequent release. It has expanded over the years to include all kinds of contributors, not only developers, but the principle remains the same.
We arrive at UDS with goals, desires and ideas, and leave with a plan of action which guides our work for the rest of the cycle.
The status quo
UDS looks like this:
This screenshot is only 1600×1200, so there are another 5 columns off the right edge of the screen for a total of 18 rooms. With 7 time slots per day over 5 days, there are over 500 blocks in the schedule grid. 9 tracks are scattered over the grid. We produce hundreds of blueprints representing projects we would like to work on.
It is an impressive achievement to pull this event together every six months, and the organizers work very hard at it. We accomplish a great deal at every UDS, and should feel good about that. We must also constantly evaluate how well it is working, and make adjustments to accommodate growth and change in the project.
How did we get here?
(this is all from memory, but it should be sufficiently accurate to have this discussion)
In the beginning, before it was even called UDS, we worked from a rough agenda, adding items as they came up, and ticking them off as we finished talking about them. Ad hoc methods worked pretty well at this scale.
As the event grew, and we held more and more discussions in parallel, it was hard to keep track of who was where, and we started to run into contention. Ubuntu and Launchpad were planning their upcoming work together at the same time. One group would be discussing topic A, and find that they needed the participation of person X, who was already involved in another discussion on topic B. The A group would either block, or go ahead without the benefit of person X, neither of which was seen to be very effective. By the end of the week, everyone was mentally and physically exhausted, and many were ill.
As a result, we decided to adopt a schedule grid, and ensure that nobody was expected to be in two places at once. Our productivity depended on getting precisely the right people face to face to tackle the technical challenges we faced. This meant deciding in advance who should be present in each session, and laying out the schedule to satisfy these constraints. New sessions were being added all the time, so the UDS organizers would stay up late at night during the event, creating the schedule grid for the next day. In the morning, over breakfast, everyone would tell them about errors, and request revisions to the schedule. Revisions to the schedule were painful, because we had to re-check all of the constraints by hand.
So, in the geek spirit, we developed a program which would read in the constraints and generate an error-free schedule. The UDS organizers ran this at the end of each day during the event, checked it over, and posted it. In the morning, over breakfast, everyone would tell them about constraints they hadn’t been aware of, and request revisions to the schedule. Revisions to the schedule were painful, because a single changed constraint would completely rearrange the schedule. People found themselves running all over the place to different rooms throughout the day, as they were scheduled into many different meetings back-to-back.
At around this point, UDS had become too big, and had too many constraints, to plan on the fly (unconference style). We resolved to plan more in advance, and agree on the scheduling constraints ahead of time. We divided the event into tracks, and placed each track in its own room. Most participants could stay in one place throughout the day, taking part in a series of related meetings except where they were specifically needed in an adjacent track. We created the schedule through a combination of manual and automatic methods, so that scheduling constraints could be checked quickly, but a human could decide how to resolve conflicts. There was time to review the schedule before the start of the event, to identify and fix problems. Revisions to the schedule during the event were fewer and less painful. We added keynote presentations, to provide opportunities to communicate important information to everyone, and ease back into meetings after lunch. Everyone was still exhausted and/or ill, and tiredness took its toll on the quality of discussion, particularly toward the end of the week.
Concerns were raised that people weren’t participating enough, and might stay on in the same room passively when they might be better able to contribute to a different session happening elsewhere. As a result, the schedule was randomly rearranged so that related sessions would not be held in the same room, and everyone would get up and move at the end of each hour.
This brings us roughly to where things stand today.
Problems with the status quo
- UDS is big and complex. Creating and maintaining the schedule is a lot of work in itself, and this large format requires a large venue, which in turn requires more planning and logistical work (not to mention cost). This is only worthwhile if we get proportionally more benefit out of the event itself.
- UDS produces many more blueprints than we need for a cycle. While some of these represent an explicit decision not to pursue a project, most of them are set aside simply because we can’t fit them in. We have the capacity to implement over 100 blueprints per cycle, but we have *thousands* of blueprints registered today. We finished less than half of the blueprints we registered for 10.04. This means that we’re spending a lot of time at UDS talking about things which can’t get done that cycle (and may never get done).
- UDS is (still) exhausting. While we should work hard, and a level of intensity helps to energize us, I think it’s a bit too much. Sessions later in the week are substantially more sluggish than early on, and don’t get the full benefit of the minds we’ve brought together. I believe that such an intense format does not suit the type of work being done at the event, which should be more creative and energetic.
- The format of UDS is optimized for short discussions (as many as we can fit into the grid). This is good for many technical decisions, but does not lend itself as well to generating new ideas, deeply exploring a topic, building broad consensus or tackling “big picture” issues facing the project. These deeper problems sometimes require more time. They also benefit tremendously from face-to-face interaction, so UDS is our best opportunity to work on them, and we should take advantage of it.
- UDS sessions aim for the minimum level of participation necessary, so that we can carry on many sessions in parallel: we ask, “who do we need in order to discuss this topic?” This is appropriate for many meetings. However, some would benefit greatly from broader participation, especially from multiple teams. We don’t always know in advance where a transformative idea will come from, and having more points of view represented would be valuable for many UDS topics.
- UDS only happens once per cycle, but design and planning need to continue throughout the cycle. We can’t design everything up front, and there is a lot of information we don’t have at the beginning. We should aim to use our time at UDS to greatest effect, but also make time to continue this work during the development cycle. “design a little, build a little, test a little, fly a little”
- Concentrate on the projects we can complete in the upcoming cycle. If we aren’t going to have time to implement something until the next cycle, the blueprint can usually be deferred to the next cycle as well. By producing only moderately more blueprints than we need, we can reduce the complexity of the event, avoid waste, prepare better, and put most of our energy into the blueprints we intend to use in the near future.
- Group related sessions into clusters, and work on them together, with a similar group of people. By switching context less often, we can more easily stay engaged, get less fatigued, and make meaningful connections between related topics.
- Organize for cross-team participation, rather than dividing teams into tracks. A given session may relate to a Desktop Edition feature, but depends on contributions from more than just the Desktop Team. There is a lot of design going on at UDS outside of the “Design” track. By working together to achieve common goals, we can more easily anticipate problems, benefit from diverse points of view, and help each other more throughout the cycle.
- Build in opportunities to work on deeper problems, during longer blocks of time. As a platform, Ubuntu exists within a complex ecosystem, and we need to spend time together understanding where we are and where we are going. As a project, we have grown rapidly, and need to regularly evaluate how we are working and how we can improve. This means considering more than just blueprints, and sometimes taking more than an hour to cover a topic.
List-keeping is generally regarded as boring administrative work, something only important to compulsive organizers. When a writer wants to portray a character as meticulous and dull, they need only brand them as a list-maker, with eyes bespectacled from years of squinting over their lists.
The reality of list-keeping is much more exciting: reminder lists are a mechanism for cognitive time travel. They allow us to transport information from the time when it occurs to us, to a time in the future when it will actually be useful. Like a wormhole, they connect distant points in spacetime (though unfortunately only in one direction, as in the Stargate universe).
Throughout my day, I will remember things I need to do, though not right away: an article which looks interesting, or someone I need to remember to call. Putting these items on a list frees my mind to keep going with whatever I’m doing, knowing that the idea is not lost. A common scenario for me is that I’m riding the tube, reading RSS feeds offline on my Android phone using NewsRob, and come across something I want to explore further. There is as yet no wireless service on the tube, so I can’t do anything but read, but I can send myself an email using K-9 which will be delivered later. At the other end of the wormhole, when I’m back online, I receive the email (usually at my computer) and pick up where I left off.
Traveling through time in your head may not be as exciting as flitting about in a TARDIS, but it is much more accessible, and genuinely rewarding.
Morning Session: Project Patterns
I chose to attend a session entitled: Is this the Way We Really Want to do Things? Seeing Project Patterns and Changing What You Don’t Like (Johanna Rothman). My goal was to explore the causes of the troublesome patterns I see in projects at work. In particular, I see:
- Too many projects starting up at once
- Projects being instantiated without enough consideration for the probability of success (“is this a good idea?” rather than “can we realistically achieve this?”)
- Key people finding out too late about projects which affect them
All of these patterns lead to increased project risk, communication bottlenecks, low motivation, and high stress.
In the session, we conducted a simulation of a team, with engineers, a project manager, a senior manager and a customer. I took on the role of the senior manager.
In the course of the simulation, we received requirements from the customer, implemented them, and delivered products. While the team was working on implementation, I talked with the customer about what was coming next: what would happen when we delivered, what the next project would be, and so on. Part of the simulation was that I had to be separated from the group while they were working.
When we delivered the first batch of products, and the customer was happy with them, it was time to decide what to do next. We gave the customer a choice of two projects we had discussed, one of which was similar to the previous one (but larger scale and more involved), while the other was different. Despite repeated attempts, we could not persuade the customer to prioritize one over the other.
So, I decided that we should change gears and start work on the “different” project. It seemed to be of greater economic value to the customer, and simpler to execute. One of the engineers disagreed with this decision, but didn’t explain why. The project manager seemed to agree, and I left the team to work. They produced a prototype, which the customer liked, and with a few small changes it was accepted as a finished product.
To my surprise, though, I found out later that the team was in fact working on both projects at once, delivering two different types of products. The decision hadn’t actually been made. These unexpected products were delivered to the customer, but didn’t meet the expanded requirements, and that work was wasted.
The debrief which followed was unfortunately too short, and I didn’t feel that we were able to fully explore what the simulation had revealed. The project manager indicated that he hadn’t understood the decision to have been made, pointing to a communication failure.
This reminded me that while we often think of a decision as an event which happens at a point in time, it is more commonly a process of change, which takes time and must be revisited in order to check progress and evaluate. A decision is really just an idea for a change, and there is more work to be done in order to implement that idea. This can be true even when there is a very explicit “decision point”: it still takes time for that message to be received, interpreted and accepted.
One of the tangents we followed during the debrief had to do with how humans think about numbers. Jerry asked each member of the group to write down a random number, and then we wrote them all on a flipchart. They were: 8, 75, 47, 72, 45, 44, 32, 6, 13 and 47. This reminded me of the analyses of election results which indicate fraud.
Afternoon Session: Saying No
After lunch, I decided to attend Jerry Weinberg’s session, Saying No That Really Means No. This was much larger than the morning session, with over 40 people sitting in a large circle.
The subject of discussion was the variety of difficulties that people face in saying “no” to things which don’t seem right for them. For example, saying “yes” to a project which is doomed to failure. This seemed like a good follow-on to the morning’s exercise.
Jerry began by asking the audience to name some of their difficulties, and tell stories of times when they had trouble saying “no”. One of these stories was role-played and analyzed as an example. Most of the time, though, was filled with storytelling and discussion.
This is a deeply complex topic, because this problem is rooted in self-image, social norms, egocentrism, misperception, and other cognitive phenomena. There was no key insight for me, just a reinforcement of the necessity of self-awareness. The only way to avoid patterns like this is to notice when they are happening, and that can be challenging, especially in a stressful situation.
Once you realize what’s happening, there are all sorts of tools which can be applied to the problem: negotiation, requests for help, problem-solving, even simple inaction.
The AYE conference is an annual conference “designed to increase your effectiveness—in leadership, coaching, managing, influencing, and working in teams, whether you work in systems development, testing, product development, quality assurance, customer service, or consulting.” It starts tomorrow, and I’ve arrived today eager to meet the other attendees and see what the conference is like.
My work involves all of those things, but the main reason I decided to attend was that I learned a lot at the Problem Solving Leadership workshop, which I attended in January and wrote about on this blog. When I heard about this event, organized in part by the same people, and realized I would be in the US that week anyway, I seized the opportunity to attend.
The speakers are all people whose insight I’ve appreciated through their writing, speaking and teaching, so I expect I’ll have a tough time deciding where to spend my time these next few days. The sessions are said to be experiential ones rather than lectures, so I don’t think that I’ll be able to hop between them, but I’ll see tomorrow when the main program starts.