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Manager ops pack

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Practical checklists for hiring, leveling, 1:1s, ADRs, tech debt, APIs, and incidents. Copy Markdown, customize placeholders, link back to the matching chapter.

Tip: use browser Print on a template card for a paper checklist.

  • people

    1:1 agenda

    A light weekly 1:1 structure that balances their topics and yours.

    # 1:1, {{name}}, {{date}}
    
    ## Their topics (first 20 min)
    - 
    - 
    
    ## Goals & growth
    - Current focus:
    - Skill stretch this month:
    - Blockers:
    
    ## Feedback (both directions)
    - Appreciation:
    - Request / experiment:
    
    ## Delivery & priorities
    - Top commitments until next 1:1:
    - Risks I should know:
    
    ## Notes / decisions
    - 
    
    ## Next check-in
    - Date:
    - Follow-ups (owner):
    
  • hiring

    Hiring scorecard

    Define role outcomes and attributes before the first screen.

    # Hiring scorecard, {{role}} ({{level}})
    
    ## Mission of the seat (6-12 months)
    1. 
    2. 
    3. 
    
    ## Must-have vs teachable
    | Skill | Must-have | Teachable | Notes |
    | --- | --- | --- | --- |
    | | | | |
    
    ## Attributes (score Strong / Mixed / Weak)
    1. Problem decomposition, signals:
    2. Code / craft quality, signals:
    3. Collaboration, signals:
    4. Ownership, signals:
    5. System design judgment, signals:
    6. Communication, signals:
    
    ## Loop design
    - Screen:
    - Work sample / coding:
    - Design:
    - Collaboration:
    - Hiring manager:
    
    ## Calibration notes
    - Bar for this level:
    - Common false positives to avoid:
    
  • hiring

    Promo / leveling evidence

    Capture sustained scope, not activity lists.

    # Leveling evidence, {{name}} → {{target_level}}
    
    ## Scope of impact (last 2-3 cycles)
    - Outcomes delivered:
    - Ambiguity handled:
    - Influence radius (team / multi-team / org):
    
    ## Evidence bullets (outcome → how → result)
    1. 
    2. 
    3. 
    
    ## Feedback from others
    - Peers:
    - Cross-functional partners:
    - Manager notes:
    
    ## Gaps & plan
    - Gaps vs target level:
    - Support / stretch work:
    
    ## Decision
    - Ready now / ready with conditions / not yet:
    - Conditions or timeline:
    
  • architecture

    Architecture Decision Record

    One-page ADR for choices that will be re-litigated.

    # ADR {{number}}: {{title}}
    
    - Status: Proposed | Accepted | Superseded
    - Date:
    - Deciders:
    
    ## Context
    What forces are in play (quality attributes, constraints, incidents)?
    
    ## Decision drivers
    1. 
    2. 
    
    ## Options considered
    ### Option A
    - Pros:
    - Cons:
    
    ### Option B
    - Pros:
    - Cons:
    
    ## Decision
    We will…
    
    ## Consequences
    - Positive:
    - Negative / debt accepted:
    - Follow-ups / fitness checks:
    
  • architecture

    Tech debt portfolio item

    Fund debt with risk language stakeholders understand.

    # Debt item, {{name}}
    
    - Owner:
    - First seen / last incident:
    - Systems touched:
    
    ## If we do nothing
    - User / revenue risk:
    - Engineering drag (estimate):
    - Blast radius:
    
    ## Investment options
    | Option | Effort | Outcome metric | Residual risk |
    | --- | --- | --- | --- |
    | Full fix | | | |
    | Mitigate | | | |
    | Accept | 0 | | |
    
    ## Recommendation
    - 
    
    ## Decision & review date
    - 
    
  • architecture

    API design review checklist

    Contract-first questions before you freeze a cross-team API.

    # API review, {{service}} {{api_name}}
    
    ## Consumers & use cases
    - 
    
    ## Resources & operations
    - Naming matches domain?
    - Pagination / filtering / sorting?
    - Idempotency for writes?
    
    ## Errors & auth
    - Error codes documented?
    - Authn/z boundaries clear?
    - Audit / tenancy?
    
    ## Compatibility
    - Versioning strategy:
    - Additive vs breaking changes:
    - Deprecation policy:
    
    ## Operability
    - SLOs / rate limits:
    - Observability (metrics, traces):
    - Rollback / dual-run plan:
    
    ## Decision
    - Approve / revise / reject:
    
  • delivery

    Incident notes & blameless outline

    Contain now; learn with facts later.

    # Incident, {{title}}, {{date}}
    
    ## Severity & impact
    - Started / detected / mitigated / resolved:
    - User impact:
    
    ## Timeline (UTC)
    - 
    
    ## What helped / what hurt
    - 
    
    ## Contributing factors (systems, not villains)
    1. 
    2. 
    
    ## Action items
    | Action | Owner | Due | Status |
    | --- | --- | --- | --- |
    | | | | |
    
    ## Follow-up comms
    - Who was informed:
    - External note needed?
    
  • delivery

    Weekly priority stack

    Force-rank work and publish what drops.

    # Priority stack, week of {{date}}
    
    ## Capacity (engineer-days)
    - Available:
    - Meetings / support tax:
    - Net:
    
    ## Ranked outcomes (no ties)
    1. 
    2. 
    3. 
    
    ## Explicitly not this week
    - 
    
    ## Risks & asks
    - 
    
    ## Stakeholder note (3 bullets)
    1. Progress:
    2. Risk:
    3. Ask:
    
  • hiring

    Compensation conversation outline

    Structure offer, raise, or equity talks without overpromising.

    # Compensation conversation, {{person}}, {{date}}
    
    ## Role & level
    - Scope next 6 months:
    - Level / band:
    
    ## Package (facts only)
    - Base:
    - Bonus / equity:
    - Other:
    
    ## Market / internal equity notes
    - 
    
    ## Message structure
    1. Excitement about role/impact
    2. Package clearly
    3. What is flexible vs fixed
    4. Questions
    
    ## If the answer is no / not now
    - Constraint:
    - Next review window:
    - Non-monetary support:
    
    ## Follow-ups
    - 
    
  • people

    Performance improvement plan outline

    Only after prior feedback. Partner with HR. Specific and time-bound.

    # PIP outline, {{name}}, start {{date}} end {{end_date}}
    
    ## Prior feedback trail
    - Dates / themes:
    
    ## Gaps (observed, with examples)
    1. 
    2. 
    
    ## What “meets” looks like
    1. 
    2. 
    
    ## Support provided
    - Coaching:
    - Pairing / scope:
    - Training:
    
    ## Check-ins
    | Date | Focus | Notes |
    | --- | --- | --- |
    |  |  |  |
    
    ## Outcomes
    - Met / not met:
    - Next step:
    
  • delivery

    Team AI use norms

    One-page policy: allowed, banned, review, secrets.

    # Team AI norms, {{team}}, {{date}}
    
    ## Encouraged
    - Drafting updates from notes you verify
    - Brainstorming options / test ideas
    - Summarizing long docs you still read
    
    ## Not allowed without extra review
    - Final hiring or performance decisions
    - Unreviewed production code from AI alone
    - Pasting secrets or private personal data
    
    ## Review rule
    If you would not sign your name under it, do not ship it.
    
    ## Tools approved here
    - 
    
    ## Examples of good use
    1. 
    2. 
    
  • delivery

    Team topology one-pager

    Mission, team type, streams, and interaction modes with neighbors.

    # Team topology one-pager — {{team}} — {{date}}
    
    ## Mission (one sentence)
    
    
    ## Team type
    - [ ] Stream-aligned
    - [ ] Platform
    - [ ] Enabling
    - [ ] Complicated-subsystem
    - Why this type:
    
    ## Streams / services we own
    1. 
    2. 
    
    ## What we explicitly do not own
    
    
    ## Neighbors and interaction modes
    | Neighbor | Actual mode | Desired mode | Notes |
    | --- | --- | --- | --- |
    |  | Collaboration / XaaS / Facilitating |  |  |
    
    ## Platform or service expectations (if applicable)
    - Docs:
    - SLO:
    - Support path:
    - Versioning / deprecation:
    
    ## Cognitive load risks
    - 
    
    ## Next topology experiment (30 days)
    - 
    
  • delivery

    Quarterly capacity plan

    Demand vs supply, scenarios, and an explicit will-not-do list.

    # Capacity plan — {{team}} — {{quarter}}
    
    ## Outcomes this quarter
    1. 
    2. 
    
    ## Demand (engineer-weeks)
    | Stream | Work | Est. weeks | Notes |
    | --- | --- | --- | --- |
    | Product |  |  |  |
    | KTLO / support |  |  |  |
    | Debt / platform |  |  |  |
    | Hiring / onboarding |  |  |  |
    | **Total demand** |  |  |  |
    
    ## Supply
    - People (FTE): 
    - Weeks in period: 
    - Focus factor (0.6-0.75 typical): 
    - Minus PTO / leave / ramp: 
    - **Available engineer-weeks:** 
    
    ## Stability reserve
    - % or weeks held back: 
    - Why:
    
    ## Scenarios
    ### Stay flat
    - What ships:
    - What slips:
    - Risks:
    
    ### +1 hire (role: )
    - What changes by when:
    - Ramp assumptions:
    
    ### Scope cut (if hire denied)
    - Cuts:
    - Communication plan:
    
    ## Will not do this quarter
    - 
    - 
    
    ## Decision asked of leadership
    - 
    
  • delivery

    Team OKR cycle sheet

    Few objectives, measurable KRs, counter-metrics, and won’t-do list.

    # Team OKRs — {{team}} — {{cycle}}
    
    ## Mission (stable)
     
    
    ## North star metric (if any)
    - Metric:
    - Definition / source:
    
    ## Objective 1
    **O:** 
    
    | Key Result | Baseline | Target | Source | Counter-metric |
    | --- | --- | --- | --- | --- |
    |  |  |  |  |  |
    |  |  |  |  |  |
    
    ## Objective 2 (optional)
    **O:** 
    
    | Key Result | Baseline | Target | Source | Counter-metric |
    | --- | --- | --- | --- | --- |
    |  |  |  |  |  |
    
    ## Standing KPIs we watch (not OKRs)
    | KPI | Threshold / SLO | Owner | If red we… |
    | --- | --- | --- | --- |
    |  |  |  |  |
    
    ## Will not do this cycle
    - 
    
    ## Capacity link
    - Available engineer-weeks:
    - Risks:
    
    ## Mid-cycle check (date)
    - On track / at risk / off:
    - Learning:
    
  • delivery

    Team setup charter

    Mission, size, two-pizza check, interfaces, and communication system.

    # Team setup charter — {{team}} — {{date}}
    
    ## Mission (one sentence)
    
    
    ## Non-goals
    
    
    ## Size and composition
    - Headcount:
    - Two-pizza / cognitive load check: pass / fail / mitigate how:
    - Seniority mix notes:
    
    ## Streams / services owned
    
    
    ## Explicitly not owned (consume as XaaS)
    
    
    ## Neighbor interaction modes
    | Neighbor | Mode | Notes |
    | --- | --- | --- |
    |  | Collaboration / XaaS / Facilitating |  |
    
    ## Communication system
    - Source of truth:
    - Decision log:
    - Status rhythm:
    - Interrupt / on-call path:
    - Cross-team ask path:
    
    ## Working agreements
    - 
    
    ## Success metrics
    - OKR cycle link:
    - KPI set:
    
  • delivery

    Work handover contract

    Break down outcome, RACI matrix, end-to-end ownership, checklist, and handover metrics.

    # Handover contract — {{work-title}} — {{date}}
    
    ## Owner (end-to-end)
    - Name:
    - Backup:
    
    ## Context (why now)
    
    
    ## Outcome (definition of done)
    - User / system result:
    - Quality / operability bar:
    
    ## Non-goals
    
    
    ## Constraints
    - Time:
    - Dependencies:
    - Risk / compliance:
    - Performance / SLO:
    
    ## Breakdown (value slices)
    1. 
    2. 
    3. 
    
    ## Decision rights
    | Decision type | Owner decides | Consult | Approver |
    | --- | --- | --- | --- |
    | Local implementation |  |  |  |
    | Interface / API contract |  |  |  |
    | Scope change |  |  |  |
    | Launch / rollback |  |  |  |
    
    ## RACI matrix (required in checklist)
    R = Responsible (does the work) · A = Accountable (one per row) · C = Consulted · I = Informed
    
    | Activity | Eng owner | Tech lead | Product | Partner team | Other |
    | --- | --- | --- | --- | --- | --- |
    | Problem framing / design |  |  |  |  |  |
    | Implementation |  |  |  |  |  |
    | Code / design review |  |  |  |  |  |
    | Launch / rollout |  |  |  |  |  |
    | Comms to stakeholders |  |  |  |  |  |
    | Rollback / incident response |  |  |  |  |  |
    | Success metrics / validation |  |  |  |  |  |
    
    Rules: exactly one A per activity. Lead should not keep A on every row after handover.
    
    ## Checkpoints (risk-based, not hourly)
    | When | Artifact | Who |
    | --- | --- | --- |
    |  | Design note / ADR |  |
    |  | Mid-slice demo |  |
    |  | Launch readiness |  |
    
    ## Support from lead
    - I will:
    - I will not (no longer owning):
    
    ## Escalation red flags
    - 
    
    ## Teach-back (owner fills)
    - Problem in my words:
    - First slice:
    - How I get unblocked:
    
    ## Handover checklist (all should be yes before lead steps back)
    - [ ] Outcome + quality bar written
    - [ ] Non-goals written
    - [ ] Context links complete
    - [ ] End-to-end owner (+ backup if needed)
    - [ ] RACI matrix filled (one A per activity; owner can explain C vs I)
    - [ ] Teach-back passed
    - [ ] Decision rights table filled
    - [ ] Risk-based checkpoints booked
    - [ ] Interfaces / rollout / rollback named
    - [ ] Lead support boundaries set
    - [ ] Escalation red flags listed
    - [ ] Operability (logs/metrics/alerts/runbook) included if production-facing
    - [ ] Done = how we know it worked (metric / test / user check)
    
    ## Handover metrics (track 3-5)
    | Metric | Definition | Baseline | Target / watch | Source |
    | --- | --- | --- | --- | --- |
    | Time-to-first-progress |  |  |  |  |
    | Checkpoint hit rate |  |  |  |  |
    | Lead interrupt rate |  |  |  |  |
    | Blocker age (median) |  |  |  |  |
    | Re-decision rate |  |  |  |  |
    | Owner confidence (1-5) start → mid |  |  |  |  |
    | Quality counter-metric |  |  |  |  |
    
    ## Review dates
    - Mid-checkpoint:
    - Closeout:
    
  • delivery

    Feedback loop design one-pager

    Define sensor, cadence, comparison, decision, actuator, and memory for one loop.

    # Feedback loop design — {{loop-name}} — {{date}}
    
    ## Loop type
    - [ ] People
    - [ ] Delivery
    - [ ] Product
    - [ ] Operations
    - [ ] Other:
    
    ## Problem (why this loop)
    What open loop pain are we fixing?
    
    
    ## Anatomy
    | Part | Design |
    | --- | --- |
    | Sensor (signal) |  |
    | Cadence |  |
    | Who looks |  |
    | Comparison (intent / threshold) |  |
    | Decision forum |  |
    | Actuator (who changes the system) |  |
    | Memory (where learning lives) |  |
    
    ## Action rule
    If signal is red / off target, we will:
    
    
    ## First two-week experiment
    - Start date:
    - Success = one real decision or change:
    - Owner:
    
    ## Loop health metrics
    | Metric | Definition | Current | Target |
    | --- | --- | --- | --- |
    | Action completion rate |  |  |  |
    | Repeat signal rate |  |  |  |
    | Decision latency |  |  |  |
    | Owner clarity (% actions with one name) |  |  |  |
    
    ## Anti-patterns to avoid
    - 
    
  • people

    Servant leadership 30-day practice

    Weekly habits, blocker kill list, handover, and health check for enablement over heroics.

    # Servant leadership — 30-day practice — {{team}} — {{start-date}}
    
    ## Intent (one sentence)
    How I will serve this team so they are stronger without me in every detail:
    
    
    ## Week 1 — Listen
    | Person | Protect | Change | Stop |
    | --- | --- | --- | --- |
    |  |  |  |  |
    
    Themes:
    
    
    ## Week 2 — Remove one blocker
    - Blocker:
    - Owner of fix:
    - Done when:
    
    ## Week 3 — Hand over one stream
    - Stream:
    - Owner:
    - RACI / checklist green? Y/N
    - Coaching checkpoints:
    
    ## Week 4 — Close one feedback loop
    - Loop (people / delivery / product / ops):
    - Sensor → decision → change:
    
    ## Weekly scorecard (1-5)
    | Week | Team ownership | My interrupt load | Hard feedback given | Credit shared | Notes |
    | --- | --- | --- | --- | --- | --- |
    | 1 |  |  |  |  |  |
    | 2 |  |  |  |  |  |
    | 3 |  |  |  |  |  |
    | 4 |  |  |  |  |  |
    
    ## Not servant (watch list)
    - [ ] Saying yes to infinite scope
    - [ ] Avoiding conflict
    - [ ] Doing all hard tasks myself
    - [ ] Withholding context as power