PEP 8002: Add section describing an idealised version of the process used at Microsoft (#772)

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Steve Dower 2018-09-12 11:49:39 -07:00 committed by Łukasz Langa
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@ -588,6 +588,151 @@ They retired (`Adrian's post
9 years into the project's history. Following the stepping down,
the DEP process was defined.
Microsoft
=========
Despite the selection process for "relevant projects" described above,
it is worthwhile considering how companies that are held financially
accountable for their decisions go about making them. This is not
intended as a readily-usable model for Python, but as additional insight
that may influence the final design or selection.
This section is not taken from any official documentation, but has been
abstracted by Steve Dower, a current Microsoft employee, to reflect the
processes that are most applicable to individual projects in the
engineering departments. Role titles are used (and defined) rather than
identifying specific individuals, and all names are examples and should
not be taken as a precise description of the company at any particular
time in history.
This is also highly simplified and idealised. There are plenty of
unhealthy teams that do not look like this description, and those
typically have high attrition (people leave the team more frequently
than other teams). Teams that retain their people are usually closer to
the model described here, but ultimately everything involving humans is
imperfect and Microsoft is no exception.
Key people and their functions
------------------------------
Microsoft has a hierarchy that ultimately reports to the CEO. Below the
CEO are a number of organisations, some of which are focused on
engineering projects (as opposed to sales, marketing or other functions).
These engineering organisations roughly break down into significant
product families - for example, there has been a "Windows group", an
"Xbox group", and a "server and tools group". These are typically led by
*Executive Vice Presidents* (EVPs), who report to the CEO.
Below each EVP are many *Corporate Vice Presidents* (CVPs), each of which
is responsible for one or more products. This level is where the hierarchy
becomes relevant for the purposes of this PEP - the CEO and EVPs are
rarely involved in most decision processes, but set the direction under
which CVPs make decisions.
Each product under a CVP has a team consisting of *Program Managers*
(PMs) and *Engineering Managers*. Engineering Managers have teams of
engineers who are largely uninvolved in decision making, though may be
used as specialists in some cases. For the rest of this section,
*Engineering* refers to anyone from the engineering team who is
contributing with a technical-focus, and *PM* refers to anyone from the
program management team contributing with a customer-focus. After
decisions are made, Engineering does the implementation and testing work,
and PM validates with users that their problem has been solved.
(This is actually a huge simplification, to the point where some people
in these roles are offended by this characterisation. In reality, most
people in PM or Engineering do work that crosses the boundary between
the two roles, and so they should be treated as a term describing the
work that somebody is doing in the moment, rather than an identifier or
restriction for a person.)
Teams generally represent a feature, while the CVP represents a product.
For example, Visual Studio Code has a CVP who is ultimately responsible
for decisions about that product and its overall direction (in the context
set by their EVP). But many teams contribute features into Visual Studio
Code.
For complete clarity, the CEO, EVPs, and CVPs do not ever directly
modify source code. Their entire role is to provide direction for
whoever is immediately below them and to adjudicate on controversial
decisions.
Regular decision process
------------------------
Changes to product code that are not visible to external users are made
solely by Engineering. Individual engineers will be assigned tasks by a
designated engineering manager, or may self-assign. Promotion to
increasingly senior positions generally reflects trust in the
individual's decision-making ability, and more senior engineers are
trusted to make decisions with less validation from the rest of the team.
Most bugs are covered by this process (that is, fixing a user-visible
problem without changing the intended experience is an Engineering
decision).
Decisions affecting users of a particular feature are made by the PM
team for that feature. They will use whatever data sources available to
identify an issue, experiment with alternatives, and ultimately prepare
a design document. Senior members from PM and Engineering will review
designs to clarify the details, and ultimately an artifact is created
that the feature team agrees on. Engineering will use this artifact to
implement the work, and PM will later use this artifact to validate that
the original issue has been resolved.
Senior members of Engineering and PM teams for a feature are expected to
make decisions in the spirit of the direction set by their CVP. Teams
have regular meetings with their CVP to discuss recent decisions and
ensure consistency. Decisions that are not obviously in line with CVP
expectations are escalated to the controversial process.
Controversial decision process
------------------------------
When decisions require cross-team coordination, or do not obviously
align with previous CVP guidance, teams will escalate decision making.
These often include decisions that involve changing direction,
attempting to reach a new or different group of users, deprecating and
removing significant features (or on a short timeframe), or changes that
require quick releases.
In general, CVPs are not intimately familiar with all aspects of the
feature team's work. As a result, the feature team must provide both a
recommendation and sufficient context for the decision that the CVP can
decide *without additional knowledge*. Most of the time, the first
attempt results in a series of questions from the CVP, which the team
will research, answer and attempt the decision again at a later date.
Common questions asked by CVPs are:
* how many users are affected by this decision?
* what is the plan for minimizing impact on current users?
* how will the change be "sold"/described to potential users?
CVPs are expected to have a strong understanding of the entire field, so
that they can evaluate some questions for themselves, such as:
* what similar decisions have been made by other projects within Microsoft?
* what other projects have plans that may impact this decision?
* what similar decisions have been made by projects outside Microsoft?
* do users need it?
* is it in line with the direction set by their EVP?
Decisions made by CVPs are generally arbitrary and final, though they
typically will provide their rationale.
Planning a new release
----------------------
Releases involve coordinating a number of feature teams, and so rarely
attempt to include input from all teams. A schedule will be determined
based on broader ecosystem needs, such as planned events/conferences or
opportunities to take advantage of media attention.
Teams are informed of the release date, the theme of the release, and
make their own plans around it following the above decision making
process. Changing the release date is considered a controversial
decision.
Acknowledgements
================