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Process Overview

Writing about process is absurd, bordering on obnoxious. You’re not just telling someone what to do - you’re telling them how to do it.

But process is our topic, so here we are.

My approach has three main components:

  • North Stars - unreachable guides that provide reminders: what’s important, sniff tests, sanity checks
  • Regular tools - things you do or use frequently and routinely
  • Specialty tools - things you do or use occasionally

Those tools are arranged into two categories:

  • Activities - practices and exercises
  • Principles & Guidelines - ways of looking at problems

You don’t accomplish a North Star. It’s a direction, not a destination. North Stars provide reminders of what matters, so when you’re mired in details and trade-offs, you can look up and check your heading.

More on North Stars

Activities are practices such as 3+2 Questions or Iteration Planning Meetings. For each, consider:

  • Frequency: daily, weekly, monthly, as needed
  • Participants: yourself, team, external groups
  • Qualifiers: type of project, current context

Full List of Activities

I find that looking at a problem from just the right angle can unlock insights and resolve tensions. The principles and guidelines in this playbook are the lenses I’ve found most useful.

Full List of Principles & Guidelines