Short answer
#The three things to ask for
A new leader asking for a lot in week one spends political capital they have not earned and gets documents written to satisfy a request. Three questions produce more, cost almost nothing, and are welcomed.
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Which part of this system would you be nervous about somebody changing, and why?
The single highest-yield question available to anybody arriving in an existing system. It reliably surfaces the thing you would otherwise find in month six, by breaking it.
Ask everybody, separately. Where two people name the same thing, you have found the centre of the risk.
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What breaks regularly, and what do you do about it?
Recurring faults are design problems wearing incident costumes. The workarounds people have built are also a map of where the system fights them.
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What have you been asking for that has not been approved?
Turns the first conversation into an exchange rather than a review, and the answer is frequently the cheapest problem on your list to fix.
It also tells you what the previous leadership said no to, which is information about the organisation as well as the system.
#What to derive instead
Everything below is a property of the system rather than of the people, and asking for it costs the team weeks while producing something less complete than deriving it:
- The components, and what each is for.
- What depends on what, and in which direction.
- The interfaces exposed and consumed.
- What runs on a schedule.
- Where data lives and what leaves the system.
- And the list of what could not be established, which is the part that becomes your question list.
Why this matters more for a new leader than for anybody else
An artefact nobody in the room authored changes the shape of every subsequent conversation. Where it agrees with the team's account, you have a fact. Where it disagrees, the disagreement is with the system rather than with you — which is a very different conversation to have in week three.
#The handover you should have been given
Technical leaders are handed a laptop and a calendar. The handover a departing one should leave, and almost never does, is short:
What a departing technical leader owes their successor
- A current account of what the system is made of Derived, dated, with references. Not a diagram from two years ago.
- The list of what nobody in the company can currently answer
- Which parts only one person understands, by name
- Whose account each piece of infrastructure is in
- What breaks regularly, and the standing workarounds
- What was tried and abandoned, and why
- What is here because of a constraint that no longer exists
- The decisions in flight, and what each one is waiting on
- Who outside the company depends on this system
- What they would do first if they were staying
If your predecessor is still reachable, ask for exactly this. Ten items, an hour of their time, and most people are glad to be asked — a handover request is one of the few forms of professional respect available at that moment.
#Questions worth asking one at a time
Not in a group. People answer differently in a room, and the differences between individual answers are themselves information.
- "What would happen if you were unavailable for a month?" Asked of each person. The answers, compared, are your concentration map.
- "What is the thing everybody works around?" Every system has one, and nobody mentions it unprompted because it has become furniture.
- "What did the last person in my job get wrong?" Uncomfortable and unusually informative. Ask it late in the first month rather than early.
- "What would you fix with a month and no feature requests?" The most reliable way to find the real technical debt, as opposed to the debt people complain about.
- "Who outside the company would notice if this stopped?" Usually somebody knows and has never been asked.
#How to ask in a first month
- Say why. "I need a picture I can defend to the board" is true, is not about them, and is a reason people accept.
- Ask for hours, not documents. An hour of conversation and three written paragraphs beats a week of somebody producing a deck.
- Ask everybody the same three questions. Consistency across people is what makes the answers comparable, and comparison is where the information is.
- Show them the result. The derived picture, the risk list, and what you propose. A team that sees what their answers produced answers better next time.
- Do not ask for a documentation project. It will not finish, and it will be read as the new leader not trusting anybody.
#What goes wrong
Asking the team to write the architecture down.
Instead Derive it. Their time is the only source for the questions nothing can derive.
Asking the three questions in a group meeting.
Instead Individually. The variation between answers is the finding.
Treating “everything is fine” as data.
Instead It usually means nobody has asked before. Follow up with a specific question — what runs on a schedule, who could deploy — and watch what happens.
Never asking what they need.
Instead One question, and it changes the relationship for the whole tenure.
Not asking your predecessor because it feels awkward.
Instead Ask. An hour with somebody who has just left is worth a month of reconstruction, and most people are pleased to be asked.
#What this does not cover
What this does not do
- Assessing individuals. Nothing here is a performance framework and using it as one will poison it.
- Team structure and hiring.
- The business relationships you inherited — with the founder, the board, other functions.
- What to do when the team is actively unhelpful, which is a management problem rather than a technical one.