Author: Simon

  • Product Quality for Non-Technical Founders

    Product Quality for Non-Technical Founders

    Every non-technical founder has been there: Your developer is explaining why something is going to take three weeks instead of three days, using terms that sound like a foreign language. You nod along, wondering if you’re being taken for a ride or if this is really necessary.

    In this guide, I’m going to try and cut through the developer-speak to give you what you really need: practical tools to help you make informed decisions about your product’s quality, without needing to become a developer yourself.

    Quality Basics in Plain Language

    I’m a big fan of philosophy. One of my favourite books of all time is Zen & the Art of Motorcycle Maintenance, in which the author Robert M. Pirsig attempts to define what quality actually is: 

    Something you know when you see it, even if you can’t fully explain it. 

    Those of us dealing with the daily realities of trying to ship a product (like founders, for example) need to get a little more concrete about what our definitions of quality are. You need to actually be able to explain it. 

    A dear friend (Jerry Weinberg) once told me that “quality is value to some person”, so when thinking about how to define what quality is for a given scenario, that’s usually where I’ll start; value.

    Quality is value to some person.

    In the context of a product, or a service, I’ll be thinking about what value is being delivered, and how, and what risks may threaten the delivery of value to the person who cares about it. 

    Threats to value (risks) are going to differ depending on the context in which you’re working. A free to consumers web app is going to have a different risk profile to something that requires payments to be made, and will also have different risks to financial or medical software. Risk profiles may also differ depending on the the technologies used to build the product (software in the examples used) versus how the product is delivered (via the web, or in an app store, or using some other mechanism) versus where it’s ultimately hosted (in the cloud, on the web, on a PC or mobile device). 

    What I’m getting at here is that it can be quite tricky to pin down what quality actually is for your specific context, since it’s liable to change depending on a number of variables:

    • Who your audience is
    • The type of product you’re offering to them, and the business model you’re using to do so
    • How the product is intended to be used, and under what conditions
    • How and what the product is made from, and delivered
    • Regulatory or legal considerations
    • How mature the product is and under what constraints it’s being created

    If you find yourself considering what quality means for your specific product, you’ll likely find it helpful to think in terms of qualities; traits you want your product to have, to make it more appealing to your customers, and ensure they get the value you’re seeking to deliver to them. Qualities such as the ones in the list below:

    • Usability — the provision of a pleasurable user experience
    • Reliability — the ability to use the product without faults or errors
    • Scalability — the product can be used at the speed customers may reasonably expect
    • Security — the product can be used in a way which protects customers (and the business owner) from bad actors who may wish to steal time, data or money
    • Maintainability, deployability, installability [sic], testability, visibility — technical qualities relating to how easy (or not) the product is to develop, maintain, host, monitor and repair

    Believe it or not, there’s an entire industry devoted to the craft of identifying threats to value, and having worked hands-on in that industry (software testing services & products) for the best part of two decades, I’ve supported, consulted and delivered countless quality definitions for all kinds of products, and they’ve always been different depending on the context and the constraints, much as I’ve described above.

    Over the course of time though, I developed some starter-packs for these discussions; checklists which could be applied to jump-start the process for any product or industry, so we didn’t have to start from scratch each time. 

    Simple templates for any product

    Generally speaking, I’d prefer to have a conversation around what quality looks like (what’s valuable to the people who care), but that’s not always possible. When it is, I’ll frame the discussion using sticky notes, or my personal preference, a mind map. When it’s not, carrying out an assessment using a checklist like the one below can be super helpful.

    Core Quality Assessment Templates

    1. Quick Quality Scan (10-Minute Assessment)

    User Impact Score – Score each 1-5 (1=Poor, 5=Excellent):

    [ ] Core function reliability: ___

    [ ] Error frequency: ___

    [ ] Performance speed: ___

    [ ] Data accuracy: ___

    [ ] Interface clarity: ___

    Total: ___ /25 (Action needed if below 20)

    Critical Risk Check – Flag any that apply:

    [ ] Security vulnerabilities

    [ ] Data loss potential

    [ ] Payment issues

    [ ] Legal/compliance gaps

    [ ] Major user complaints

    Any flags require immediate attention.

    2. Feature Readiness Checklist

    Minimum Quality Gates – Must pass all:

    [ ] Core function works consistently

    [ ] Basic error handling exists

    [ ] Performance meets minimum threshold

    [ ] No data corruption risks

    [ ] Basic security in place

    [ ] Accessible to target users

    [ ] Can be supported by team

    Nice-to-Have Quality Aspects – Track progress:

    [ ] Comprehensive error handling

    [ ] Performance optimization

    [ ] Enhanced security features

    [ ] Polished user interface

    [ ] Extended platform support

    [ ] Advanced monitoring

    [ ] Complete documentation

    3. Quality Debt Tracker

    Current Issues – For each issue:

    Severity (High/Medium/Low): ___

    User Impact (1-5): ___

    Fix Complexity (1-5): ___

    Business Cost (1-5): ___

    Priority Score = (User Impact × Business Cost) / Fix Complexity

    Technical Debt Categories – Track by area:

    [ ] Code quality issues

    [ ] Testing gaps

    [ ] Security concerns

    [ ] Performance problems

    [ ] UX inconsistencies

    [ ] Documentation gaps

    [ ] Infrastructure needs

    4. Release Quality Verification

    Pre-Release Checklist – Must complete:

    [ ] Core features tested

    [ ] Regression testing done

    [ ] Performance verified

    [ ] Security checked

    [ ] Data integrity confirmed

    [ ] Support team briefed

    [ ] Rollback plan ready

    Post-Release Monitoring – First 24 hours:

    [ ] Error rate normal

    [ ] Performance stable

    [ ] User feedback positive

    [ ] Support load manageable

    [ ] Systems stable

    [ ] Data flowing correctly

    5. Quality Metrics Dashboard

    Key Metrics to Track – Weekly tracking:

    Error rate: ___

    Performance score: ___

    User satisfaction: ___

    Support tickets: ___

    Technical debt score: ___

    Security status: ___

    Warning Thresholds – React if:

    Error rate > 1%

    Performance drop > 20%

    Satisfaction < 4/5

    Tickets up > 50%

    Debt score > 7/10

    You can use the checklist to assess, and subsequently track the quality of your product at different stages of your development and release cycles, and do those things at different levels of detail. Here’s how:

    1. Start with the Quick Quality Scan. Use it daily/weekly for a rapid diagnosis of your current level of quality. It’s great for non-technical status checks, and It helps spot issues early.
    2. Use the Feature Readiness Checklist when you’re preparing new releases, evaluating feature completeness and/or planning technical work.
    3. Apply the Quality Debt Tracker to prioritise improvements, make technical debt visible & justify quality investments.
    4. The Release Quality Verification helps to ensure systematic pre-release checks, structured post-release monitoring and provide clear go/no-go criteria for decision making.
    5. Finally, the Quality Metrics Dashboard helps track trends over time, identification of metrics in decline and communication of status to stakeholders.

    A key stakeholder group you’ll need to communicate with is your development team. Talking with developers about technical issues can be scary for anyone. Let’s take a look at some ways you can speak with them about the things that are important to you, without sounding like you don’t actually know what you’re talking about.

    How to sound smart when talking to developers

    Honestly, trying to sound smart is entirely the wrong play here. I’ve spent much of my career talking with developers, and even when I do know what I’m talking about and could genuinely add value to a discussion, I prefer to lead the conversation via probing questions instead. Any time I can motivate a developer to go back and revisit their assumptions, or what they otherwise think they know about a problem, by asking an insightful question about it, I’ll take that as a win. 

    So, how do you go about identifying those questions in the first place, for a given release or feature? 

    Well, I think there’s a few heuristics (or rules of thumb) you can call on when having these kinds of conversations. Let’s explore some of them, keeping in mind the caveats of a) some of these questions will be more or less appropriate depending on the specifics of the discussion & b) they’re by no means exhaustive; the suggestions below are intended as a kind of jumping-off point for you to be hopefully inspired by, and to generate your own questions and ideas from. 

    1. The User Journey Heuristic
    • “Can you walk me through how you think a typical user would experience this…”
    • “What happens if the user does X instead of Y?”
    • “Where might our users get confused or stuck?”
    • “How might this feature work for someone who’s never used our product before?”
    1. The Edge Case Explorer
    • “What’s the worst thing that could happen here?”
    • “How does this feature behave when the network is slow/down?”
    • “What happens if we get 100x more users than expected?”
    • “How will we handle failures or degradations?”
    1. The Simplicity Seeker
    • “Could we solve this problem in a simpler way?”
    • “What assumptions are we making that might not be true?”
    • “If we had to ship this tomorrow, what’s the minimal version that would work?”
    • “Which parts of this could we remove without losing core value?”
    1. The Future Proofer
    • “How hard would it be to change this in the future?”
    • “What might make us regret this decision in six months or a couple of years down the road?”
    • “How will this decision affect our ability to scale the product or business in the future?”
    • “Are we working ourselves into a corner by making this decision?”
    1. The Quality Investigator
    • “How will we know if this feature is working correctly?”
    • “What kinds of errors should we expect?”
    • “How can we make problems visible when they occur?”
    • “What kinds of monitoring or alerts do we need to support this feature?”
    1. The Integration Detective
    • “How does this interact with our existing systems?”
    • “What other parts of the system might be affected?”
    • “Are there any dependencies we need to consider?”
    • “What happens if service X goes down?”
    1. The Risk Revealer
    • “What will keep you up at night about this design or solution?”
    • “Where do you think we may run into problems?”
    • “What trade-offs are we making and have we considered alternatives?”
    • “What technical debt might we be creating with this approach?”
    1. The Context Seeker
    • “Help me understand why you chose this approach…”
    • “What other solutions did you consider?”
    • “What constraints are we working with?”
    • “What similar problems have you solved before?”

    If you’re looking at the list above and thinking “there seems to be a lack of data in the questions and answers…” — I agree! You should absolutely be seeking and encouraging your developers to seek out or otherwise utilise data to inform the decision making process when devising technical solutions. Here’s some more [bonus!] heuristics, which can be used to steer the discussion along exactly those lines:

    1. The Data Demander
    • “What metrics will tell us if this feature has been successful?”
    • “How are we measuring X right now?”
    • “What’s our baseline for comparison?”
    • “What metrics can we use to test this approach?”
    1. The Usage Pattern Explorer
    • “What does our usage data tell us about this problem?”
    • “Which users are most affected by this issue?”
    • “Do we have data on how often this scenario occurs?”
    • “What patterns do we see in our logs?”
    1. The Performance Profiler
    • “Do we have metrics for the current response times?”
    • “What does the resource (memory/CPU/IO) utilisation profile look like?”
    • “How many database queries does this generate?”
    1. The Impact Quantifier
    • “How many users/transactions does this affect?”
    • “What’s the business cost of this issue?”
    • “Can we estimate the <business function(s)> hours saved/spent?”
    • “What is the performance improvement in real numbers?”
    1. The Trend Tracker
    • “How has this metric changed over time?”
    • “What growth rate do we need to support?”
    • “Are there seasonal or other historic patterns we should consider?”
    • “What does our historic data tell us about future needs?”
    1. The Resource Reality-Checker
    • “What’s the current load on our systems?”
    • “How much headroom do we have?”
    • “What does our capacity planning telling us?”
    • “Do we have data on resource utilisation?”

    What you may also have observed as you were scanning the heuristics above is that they frame the (hypothetical) conversation through different lenses; presenting different ways of looking at it, which lend themselves to different personas who may be involved in the product development process:

    • The Product Manager persona, taking the “how do we get maximum value from this feature?” perspective.
    • The UX Designer persona, taking the “how will users interact with this feature?” perspective.
    • The Tester persona, taking a “how will we test this feature works correctly?” perspective.
    • The Business Owner or Sponsor, taking a “how can we minimise costs and maximise profits?” perspective.
    • The DevOps Engineer persona, taking the “what’s the impact on our infrastructure?” perspective.

    Finishing up then, and to re-state my earlier point, the questions above aren’t intended to be used as a checklist for conversations with your engineers. I doubt they’d appreciate that! The heuristics and example questions can and should be used as prompts for conversations you may wish to have, if you’re not fully confident in your ability to have a technical discussion with your engineer(s), but want to make sure you’ve covered the necessary bases before they go full steam-ahead with actually building something, taking up valuable time and resources in the process. 

    The questions will help you to ground your discussions in data, rather than assumptions; identify metrics or measurements you may be missing & create measurable success criteria; help make tradeoffs more explicit; and generally move you in the direction of a more evidence based development culture. 

    Let’s cut to the chase though.

    What quality issues actually matter?

    Or, to put it another way: What quality issues do you really need to concern yourself with, as a non-technical founder? 

    Taking into account limitations on time and resources, to a greater or lesser degree, you’re going to want to hone in on the most important things. In my experience, those are issues which directly impact your ability to:

    1. Deliver value to your users or customers,
    2. Keep your business running smoothly, and
    3. Scale without breaking.

    Putting in place measurements and leading indicators of revenue-threatening issues which may prevent users from paying you, features that have a direct bearing on user retention or that drive away potential customers, or performance issues affecting core functionality, will go a long way towards keeping your business on-track.

    Additionally, you need to maintain a trust relationship with your customers. That means staying on top of data security & integrity, uptime, and SLA’s relating to other core (and perhaps somewhat mundane) and customer facing or impacting activities like payment processing. 

    Finally, and keeping the longer term view in mind, you need to keep tabs on growth-limiting and cost-multiplying factors: scalability bottlenecks, technical debt, infrastructure limitations, bugs or performance issues that generate excessive demands on your support operations, or take disproportionate development time and effort to fix. 

    Everything else? It’s probably negotiable. In the words of Voltaire, perfect is the enemy of good, and as a founder, your job isn’t to build a perfect product -– it’s to build something valuable enough that customers will pay for it, and reliable enough that they’ll keep using it.

    Quality should enable growth, not hinder it.

    Use the templates and conversation heuristics I’ve presented above to stay focused on these critical quality issues, and don’t let perfect be the enemy of good enough. Your goal as a founder is to identify the sweet spot where quality supports growth rather than hinders it, and stay laser focused on your business objectives. 

    If I can help with that, feel free to reach out.

  • How I Built My Own Facebook CRM

    How I Built My Own Facebook CRM

    As I talked about in my previous article, building out a lead generation and CRM process for your business doesn’t need to be a heavyweight activity. But that doesn’t mean it’s without friction. I quickly learned this when I began doing Facebook-based lead generation for my own business.

    Initially, I was getting some traction — people were responding to my outreach and I was making connections. But the process was clunky, time-consuming, and didn’t scale well. It felt like I was spending more time manually managing the process than actually engaging in valuable conversations.

    The Old Way: Manual and Messy

    Here’s how things looked when I first started:

    I’d find a Facebook group that looked relevant — maybe it catered to freelancers, founders, or people in a particular niche that matched the kinds of clients I typically work with. Then I’d scroll through the members list and send out friend requests to people who seemed interesting.

    Once they accepted, I’d reach out via Messenger to strike up a conversation and see whether there was any synergy between their needs and my services. It wasn’t a bad approach — but it wasn’t very efficient either. I was making connections, but I wasn’t being particularly targeted, and I had no system for tracking who I’d messaged, who responded, and where any given conversation was at.

    A Smarter Approach: Semi-Automation

    That’s when I decided to build a Chrome extension to help me out.

    Now, Facebook understandably limits what you can automate. So I didn’t try to build a full-on bot. Instead, I created a tool that lets me manually trigger the key steps in my process — which still gives me structure and efficiency without breaking any rules.

    Once I’ve selected a group, I simply:

    1. Click the extension icon
    2. Hit “Scan Members”
    3. The extension extracts public profile data and syncs it to a connected Google Sheet

    No scraping behind the scenes. No background scripts. It only runs when I tell it to.

    End-to-End: From Group to CRM

    The beauty of this system is that it now gives me an actual leadgen workflow I can build on. Here’s what that looks like:

    Step 1: Find a relevant group I still start by finding groups where my ideal clients are likely to hang out. This part hasn’t changed. But now I’m more intentional about which groups I focus on.

    Step 2: Extract the contacts With one click, I scan the group’s member list. The extension pulls names, profile URLs, descriptions (usually job titles), and friendship status. All publicly visible, all added to a Google Sheet.

    Step 3: Organise and filter in Google Sheets Now that I have structured data, I can apply filters. Want to focus on founders? Consultants? UX designers? I can easily filter the list and flag promising leads.

    Step 4: Reach out to a refined list of contacts Instead of messaging everyone, I now have a curated list. That means my outreach is more personal, more relevant, and more likely to land.

    Step 5: Track conversations I use the same Google Sheet to log my outreach — when I messaged someone, whether they replied, what the follow-up should be. It’s simple but powerful.

    Step 6: Iterate and improve Because I have data, I can now iterate. Which groups produce the best leads? What kinds of messages get the most responses? Everything gets better with a little structure.

    Why This Changed Everything

    Previously, I was working from memory and intuition. Now, I have a repeatable process that saves me time, keeps me organised, and gives me far more clarity on what’s actually working.

    It’s not a complex system. But it works.

    And because it’s built around tools I already use — Facebook and Google Sheets — there’s no learning curve and no need to adopt yet another CRM platform.

    Want to Try It?

    You can install the extension from the Chrome Web Store: Chrome Web Store Listing

    Want setup instructions and more? Head to: https://sjpknight.com/apps/fb-leads

  • The No-Nonsense Guide to Lead Generation and CRM for UK Small Businesses

    The No-Nonsense Guide to Lead Generation and CRM for UK Small Businesses

    Growing Your Local Business Without Technology Overwhelm

    If you’re like most UK small business owners I work with, you didn’t start your company because you were passionate about lead tracking systems or customer databases. You started because you’re brilliant at what you do – whether that’s manufacturing custom products, providing specialist services, or solving problems for your local community.

    Yet somehow, between managing staff, keeping up with HMRC requirements, and actually delivering your products or services, you’re also expected to become an expert in marketing technology and customer relationship management.

    It’s no wonder so many brilliant local businesses struggle to grow consistently.

    During my interactions with small and medium-sized businesses across the UK, I’ve seen firsthand how the right approach to finding and managing customers can transform a business – without requiring a marketing degree or an IT department. This guide cuts through the noise to give you practical, straightforward advice that works for businesses like yours.

    Finding Customers Who Actually Want What You Offer

    “We want to grow much faster than what we are currently doing,” a local manufacturing business owner told me recently. Like many UK SMEs, they’ve been open for a few years, weathered some challenging conditions, and now want to accelerate their growth without wasting limited resources.

    The first step is identifying where your ideal customers are actually looking for solutions like yours.

    Understanding Your Local Market Reality

    The UK business landscape has its own unique characteristics. While the digital marketing gurus might be pushing the latest social media platform or American-centric tactics, your potential customers might be finding local suppliers through completely different channels.

    For many local UK businesses, your best leads might come from:

    • Local business networks and Chambers of Commerce
    • Industry-specific directories that UK buyers trust
    • Relationships with complementary local businesses
    • Word-of-mouth referrals from existing customers
    • Local search results when people look for services “near me”

    Before investing in any lead generation channel, ask yourself: “Is this where my ideal customer would naturally look for a business like mine?”

    Consider a manufacturer of custom products, like Raza’s company. Their ideal customers might not be scrolling Instagram looking for suppliers, but they very likely consult Google Business profiles, check reviews, or ask trusted contacts for recommendations.

    Testing What Works Without Burning Cash

    The reality for most UK small businesses is that marketing budgets are tight, and every pound needs to deliver results. Rather than spreading yourself too thin, focus on proving what works in small, controlled experiments.

    Choose 2-3 potential channels that make sense for your type of business. For example:

    • A joinery business might focus on Google Business Profile optimisation, building relationships with local architects, and asking for customer reviews
    • An IT support company might prioritise LinkedIn networking, local business networking events, and strategic partnerships with web developers
    • A specialist manufacturer might invest in industry trade shows, direct outreach to procurement managers, and case studies featuring successful projects

    For each channel, create a simple 4-week test with minimal investment. Set clear targets—perhaps 5 qualified enquiries or 2 new customers—and track your results diligently.

    This evidence-based approach prevents the common scenario I see with many local businesses: investing thousands in a new website or marketing campaign without any clear idea of whether it’s actually likely to generate a return.

    Contact Us for a Free Consultation

    Not sure where to start? Let’s chat! Schedule a free 15-minute consultation and let’s find the best path forward.

    Avoiding the Costly Mistakes Most Local Businesses Make

    Working with Black Country SMEs has shown me the same patterns repeatedly. Understanding these common pitfalls can save you significant time, money, and frustration.

    The “Too Broad” Trap

    Many local businesses try to appeal to everyone out of fear of missing opportunities. A manufacturer might say they make “custom products for any requirement” or a consultant might claim to “help businesses of all sizes grow.”

    The problem? When you speak to everyone, you resonate with no one.

    The businesses I’ve seen grow most consistently have crystal clear positioning. They might say: “We create bespoke joinery solutions for high-end residential renovations in the West Midlands” or “We provide IT support specifically for accountancy firms with 5-50 employees.”

    This specificity doesn’t limit your business—it makes your marketing infinitely more effective and helps qualified leads self-identify.

    The Feast-or-Famine Cycle

    This scenario plays out constantly across UK small businesses: When work is slow, owners frantically network, send emails, and chase leads. Once those efforts pay off and they get busy with delivery, all marketing efforts stop… until the work dries up and the cycle repeats.

    This creates a perpetual roller coaster of feast and famine that makes planning impossible and keeps you constantly stressed about cash flow.

    Breaking this cycle requires creating sustainable marketing systems that continue working even when you’re busy delivering. This might mean:

    • Setting aside non-negotiable time blocks for business development, even during busy periods
    • Delegating certain lead generation activities to team members or trusted partners
    • Creating automated follow-up systems that maintain contact with prospects
    • Developing strategic partnerships that provide a steady stream of referrals

    The businesses that grow consistently are those that treat marketing as an essential ongoing function, not an emergency measure when work is scarce.

    The Follow-Up Failure

    “We met at that networking event last month—have you had a chance to think about what we discussed?”

    If that sounds familiar, you’re not alone. In my experience, West Midlands business owners are often excellent at making initial connections but struggle with systematic follow-up. Many potential deals are lost not because the prospect chose a competitor, but because consistent follow-up simply didn’t happen.

    The most successful local businesses I work with create simple but reliable follow-up processes. This doesn’t require fancy automation—it can be as straightforward as blocking 30 minutes every Friday to check in with recent prospects or setting calendar reminders after initial meetings.

    Qualifying Leads: Working Smarter, Not Harder

    As a local business owner with limited time and resources, you simply can’t afford to chase every lead that comes your way. Effective qualification helps you invest your energy where it’s most likely to pay off.

    Spotting the Signs of a Good-Fit Customer

    During my time of working with local SMEs, I’ve identified several indicators that a prospect is worth pursuing:

    • They value quality and service over rock-bottom prices. If their first and only question is about getting the cheapest quote, they probably aren’t ideal for most specialist local businesses.
    • They have realistic expectations about timelines. Clients who need everything “yesterday” often create chaos for your operations and disappoint your other customers.
    • They communicate clearly and respectfully. The way prospects treat you during initial interactions speaks volumes about how they’ll behave as customers.
    • They have made similar purchases before. First-time buyers often require significantly more education and have less realistic expectations.
    • They’re financially stable. For B2B sales, Companies House information can provide valuable insights into a prospect’s financial health.

    Creating a Simple Qualification Process

    You don’t need elaborate scoring systems—just a consistent approach to evaluating prospects. Consider creating a simple checklist of 5-7 questions that help determine fit:

    • What’s driving their interest right now?
    • What solutions have they tried previously?
    • What’s their budget range for this project?
    • What’s their expected timeline?
    • Who will be involved in making the decision?
    • How will they measure success?

    After your initial conversation, take two minutes to rate the opportunity from 1-5 on fit, budget, and timeline. This creates a simple way to prioritize your follow-up efforts across multiple prospects.

    Remember, disqualifying poor-fit prospects isn’t a failure—it’s good business sense that frees your resources for opportunities with better potential.

    Building a Follow-Up System That Works for UK SMEs

    “I’ll send over that information and check back next week” – how many times have you said this with the best intentions, only to get sidetracked by urgent client issues or pressing operational matters?

    The reality for most UK small business owners is that consistent follow-up falls victim to the daily firefighting that comes with running a company. Yet studies consistently show that most sales happen after 5+ points of contact, while most businesses give up after just 2-3.

    Follow-up is often the highest-return activity available to small business owners

    A Practical Follow-Up Approach for Busy Business Owners

    You need a system that doesn’t collapse when you get busy—because you will get busy. Here’s a straightforward approach that works for the local businesses I support:

    Keep a single central record. Whether it’s a simple spreadsheet or a basic CRM, have ONE place where all prospect information lives. Include columns for:

    • Contact details
    • Lead source
    • Last contact date
    • Next follow-up date and action
    • Notes from previous conversations
    • Current status (e.g., new enquiry, proposal sent, negotiating)

    Create templates for common situations. Save time by preparing standard emails for typical scenarios:

    • After initial enquiry
    • Following up on sent proposals
    • Checking in after periods of silence
    • Seasonal check-ins with past clients

    Set a realistic follow-up sequence. For most small-ish B2B businesses, a sequence like this can work well:

    • Same day: Thank you/summary after initial conversation
    • 2-3 days later: Additional information or helpful resource
    • 7-10 days later: Check-in with specific question
    • 21 days later: Final “are you still interested?” message
    • 60-90 days later: Reconnection attempt if no response

    Block dedicated follow-up time. Schedule non-negotiable time in your calendar—perhaps Friday mornings—specifically for follow-up activities. Treat this time as seriously as you would a client meeting.

    If you’re thinking “I haven’t got time for all that,” consider this: improving your conversion rate from enquiry to sale by just 10% could transform your business with zero additional marketing spend. Follow-up is often the highest-return activity available to small business owners

    Do UK Small Businesses Really Need a CRM?

    “You need a proper CRM system” is advice thrown at virtually every growing business. But the reality is more nuanced, especially for UK SMEs with limited technical resources and tight budgets.

    Signs Your Business Has Outgrown Spreadsheets

    You probably need to consider a dedicated CRM system if:

    You’re regularly losing track of follow-ups. If you’ve had more than one client say, “I never heard back from you,” that’s a warning sign.

    Multiple people need access to customer information. Once you have team members involved in sales or customer service, centralised information becomes crucial.

    Your business relies on long-term client relationships. If repeat business and ongoing service are important, tracking interaction history becomes valuable.

    You need to forecast cashflow accurately. If you’re making decisions about hiring or investment based on your sales pipeline, you need reliable visibility.

    When You Can Probably Stick with Simpler Tools

    Conversely, you might not need a dedicated CRM yet if:

    Your business deals with a small number of projects at any time. If you’re handling 5-10 active customers and prospects, a well-organised spreadsheet might suffice.

    You have a very straightforward sales process. If your typical sale involves just one or two conversations before decision, complex pipeline tracking may be overkill.

    You’re a solo operator or micro-business. Sometimes the overhead of maintaining a CRM outweighs the benefits for very small operations.

    The key is being honest with yourself about your actual needs and behaviour patterns. An unused CRM system is worse than no system at all.

    What a Basic CRM Looks Like for a Local UK Business

    If you do decide you need a CRM, start simple. For most local businesses, a functional system helps you visualise your sales process—from initial enquiry through to completed project.

    A typical setup might include these stages:

    1. New Enquiry: Someone who has reached out or expressed interest
    2. Needs Assessment: Understanding their requirements in detail
    3. Proposal/Quote: Formal recommendation and pricing sent
    4. Negotiation: Addressing questions and finalising details
    5. Won/Lost: Final outcome (with reason noted)
    6. Delivery: Active client work
    7. Follow-Up: Opportunities for reviews, referrals, or additional work

    For each prospect, you’ll track their current stage, relevant contact details, and notes about your interactions. You’ll also want to record next steps and follow-up dates.

    This approach creates valuable visibility. At a glance, you can see exactly where every prospect stands and what needs attention next—whether you’re using a dedicated CRM or a well-structured spreadsheet.

    Finding the Right Tools for UK Small Businesses

    The technology landscape can be overwhelming, especially with most solutions designed for larger enterprises or American markets. Here’s a practical guide to finding tools that work for UK small businesses at different stages.

    For Micro-Businesses Just Getting Started

    If you’re building your first formal lead generation and follow-up system, focus on simplicity:

    For lead capture: Your existing website with a simple contact form, or even just your professional email signature with a clear call to action.

    For contact management: A structured Excel or Google Sheets template with basic pipeline stages.

    For follow-up: Your regular email account with calendar reminders for follow-ups.

    UK-specific considerations: Ensure any tools you use are GDPR compliant, with clear processes for consent and data management.

    Total cost: £0-20/month

    This approach requires more manual effort but gives you the chance to develop your process before investing in more sophisticated tools.

    For Established Small Businesses

    As your lead volume increases and your process solidifies, consider:

    For lead capture: Simple landing pages with tools like Unbounce or website forms that integrate with other systems.

    For contact management: UK-friendly CRMs like Capsule CRM or Zoho CRM that provide visual pipeline management without excessive complexity.

    For follow-up: Email platforms like Mailchimp or EmailOctopus that allow for some basic automation while remaining accessible to non-technical users.

    Total cost: £50-150/month

    Look for tools with UK-based support and clear GDPR compliance features.

    For Growing Medium-Sized Businesses

    Once you have a proven process and dedicated sales or marketing staff:

    All-in-one platforms: Systems like HubSpot, Zoho One, or Act! that combine CRM, marketing, and customer service functions.

    Integration tools: Zapier connections to allow your specialist tools to share data seamlessly.

    Total cost: £200-500/month

    At this stage, consider UK-based implementation partners who understand local business needs rather than trying to configure complex systems yourself.

    Making Your Systems Work Together

    Regardless of which tools you choose, aim for a smooth flow of information:

    1. Lead details captured on your website should appear in your CRM or spreadsheet without manual copying
    2. Follow-up tasks should be clearly assigned and visible
    3. Communication history should be accessible to anyone who interacts with the prospect
    4. Reporting should give you clear visibility into what’s working and what isn’t

    If you find yourself constantly copying information between systems or updating multiple places with the same details, that’s a sign your tool stack needs simplification.

    Taking Action: Your Next Steps

    Reading about systems is one thing; implementing them is another. Here’s a practical roadmap specifically for UK small business owners:

    Week 1: Honest Assessment

    Take a step back and evaluate how you’re currently finding and managing leads. Where are the bottlenecks? What’s falling through the cracks? When was the last time you followed up with that promising lead from the Chamber of Commerce event?

    Document your findings, even if it’s just bullet points in a note. This baseline understanding is crucial for meaningful improvement.

    Week 2: Define Your Ideal Customer and Process

    Based on your experience and what you’ve learned in this guide, get clear on:

    • Who are your most profitable, enjoyable clients? What do they have in common?
    • What makes someone a good-fit customer for your business?
    • What would an ideal sales process look like, from first contact to project completion?

    Keep it simple and focused on what matters most for your specific business.

    Week 3: Set Up Your Basic Tracking System

    Choose the simplest tool that will meet your current needs—for many local businesses, that’s still a well-structured spreadsheet. Set up your pipeline stages and add your existing prospects.

    Create templates for your most common follow-up scenarios and block time in your calendar specifically for lead management activities.

    Week 4: Focus Your Lead Generation Efforts

    Based on your understanding of your ideal customers, select 1-2 channels to focus on initially. For most local UK businesses, this might include:

    • Optimising your Google Business Profile
    • Joining a targeted local networking group
    • Activating your existing customer base for referrals
    • Improving your local SEO for “near me” searches

    Create a simple 30-day experiment for each, with clear success metrics.

    Week 5 and Beyond: Review, Refine, and Grow

    Schedule a monthly review of your lead generation and conversion results. What’s working? What isn’t? Make incremental adjustments rather than wholesale changes.

    Calculate your key metrics: cost per lead, conversion rate at each pipeline stage, and overall customer acquisition cost. Use these numbers to guide your ongoing strategy.

    Getting Support When You Need It

    Building an effective lead generation and CRM system isn’t always straightforward, especially while you’re also running a business. While this guide provides a solid foundation, your company has unique challenges and opportunities that may benefit from personalised guidance.

    If you’re finding yourself stuck on implementation, unsure which tools to select for your specific situation, or struggling to generate consistent results, I’m here to help. I work with UK small and medium-sized businesses to create streamlined systems that deliver a steady flow of qualified leads without unnecessary complexity.

    Whether you need a one-time strategy session or ongoing support to implement these systems, reach out for a no-obligation conversation about how we might work together. Many of the businesses I support see significant improvements within just 4-6 weeks of implementing these approaches.

    The sooner you have these systems in place, the sooner you can focus on what really matters: delivering exceptional value to your customers and growing your business with confidence.

    Remember, effective lead generation and customer management isn’t about having the fanciest technology—it’s about having the right approach for your specific business. Start simple, focus on consistency, and build from there. Your future self (and your future customers) will thank you.

    Ready to stop leaking leads…?

    Want help setting up a simple leadgen & CRM system that works for your business? Message me or book a no-obligation call:

  • The Art of Letting Go: A Stoic Approach to Mastering Delegation in Management

    The Art of Letting Go: A Stoic Approach to Mastering Delegation in Management

    Recently I’ve been thinking a little about delegation. I wanted to address some stumbling blocks I’ve faced myself, and give a little thought to how they can be overcome. As usual, mainly with a view towards helping me in my own efforts to be a better manager. Hopefully they’ll be of some service to you too.

    Reasons why you may be bad at delegation

    First up, what are some common reasons as to why someone like me might be bad at delegation in the first place? Well… There’s a bunch of them, and a quick trawl of the interweb will yield a list much like the following one:

    1. Lack of Trust in Team Members
    2. Desire for Control
    3. Fear of Losing Relevance or Job Security
    4. Perfectionism
    5. Guilt About Adding to Others’ Workloads
    6. Lack of Time to Train or Explain
    7. Lack of Clear Processes or Guidelines
    8. Concern About Being Perceived as Lazy or Uninvolved
    9. Failures to delegate effectively, or at all

    I’m pretty sure I’ve fallen afoul of some, if not all of the basic failures above.

    A failure to delegate effectively will likely be underscored by a constantly overflowing inbox full of emails, an endless queue of tickets, and a constant sense of anxiety and/or dread about all the things that haven’t been done yet and may never actually be gotten around to. A large number of open threads, adding to cognitive load and in the worst case, creating anxiety and affecting sleep.

    No doubt another quick search of the interweb would generate several how-to guides, teaching me some pro-tips for delegating more effectively. The real question for me though, is why I’m so reluctant to let go of my work in the first place. After all, it’s not as though I don’t have plenty of other things I can focus on, and my mental health would likely benefit as a result since I’d be less anxious and sleep better at night.

    I came up with a shortlist of my own fears and failings related to delegation below. If you’re a fellow sufferer, yours will no-doubt differ in the specific details, but the outcome (a failure to delegate effectively) will likely be the same.

    Since there’s a fair bit of overlap between my personal reasons for failing to delegate effectively, and the generic list I mentioned earlier, I put the list into a table to show the overlap more clearly:

    my reasons for being bad at delegation

    Strangely, this gives me some degree of comfort, since it indicates my specific fears and challenges are somewhat common, and there’s likely a bunch of actions I can take or some systems/processes I can implement that will improve my abilities in these areas.

    How to get better at delegation

    Before I got into strategies to tackle specific failings, I wanted to understand whether there were some general principles or heuristics I could apply that would help provide some direction in this area. Since delegation is something of a life skill (I delegate responsibilities around the home to my children, for example), I cast my net towards philosophy in general, and stoicism in particular since it majors on the areas of wisdom and judgement.

    • Wisdom and Judgment: Stoicism teaches that wisdom and good judgment are crucial virtues. A Stoic leader would use wisdom to delegate tasks appropriately, taking into account their own strengths and weaknesses, as well as those of their team members.
    • Control and Acceptance: Stoic philosophy emphasises an understanding of what is within our control and accepting what is not. In terms of delegation, this could translate to a recognition of when it is necessary to delegate tasks to others and an acceptance that I can’t do everything myself.
    • Duty and Responsibility: Stoic philosophers believe in fulfilment of duty and taking responsibility for one’s role in life. A leader following Stoic principles would feel a sense of duty to delegate tasks as necessary to ensure the success of their team or organisation, while also taking responsibility for the overall outcome.
    • Emotional Resilience: Stoicism teaches the importance of being resilient and unswayed by external circumstances. This could be taken to mean not allowing pride or the desire for control preventing me from delegating tasks when doing so is in the best interests of the team or project.

    Armed with a little stoic background then, I can devise a few solutions to my own specific challenges, which seem to be largely grounded in a lack of confidence in my own abilities, and a resulting fear of failure. Here’s a few ideas I came up with, where the ideas to the left (on lighter yellow sticky’s) feed into an overall summary or strategy for dealing with the issue on the right (darker yellow).

    fears preventing effective delegation

    All of which lead to a couple of overriding perspectives on how to mitigate my worst failings in the area of delegation:

    Focus on what can be controlled: Focusing on my actions and attitudes towards delegation, rather than the outcomes will help me to control how I delegate, how I communicate, and how I respond to the results. I can control my own actions, but not those of others.

    Embrace my challenges as opportunities for growth: Viewing the challenges of delegation as opportunities to develop my leadership skills will likely help my team members grow and develop their own skills.

    Ta-da! Delegation problems solved, right? If only it were that simple! It’s a start though. I’ll let you know how I’m getting on in a future post, since it’s looking like mastering this art is going to be critical to my future product management success.

    As long as you live, continue to learn how to live.
    – Seneca

  • The Ultimate Guide to Choosing a Web Platform for your Business

    The Ultimate Guide to Choosing a Web Platform for your Business

    If you’re looking to take your business online, or move an existing business website to a new platform, choosing which one to use is likely the very first step you’ll need to take along your journey.

    In this article, I’m going to guide you through the decision making process with some pro-tips. By the end of it, you should be clear on:

    1. How to define your priorities, based on your business
    2. What platforms are available, and which is best for you
    3. What to do next, once you’ve made your decision

    How to Define Your Priorities, Based on Your Business

    Before you start comparing platforms, it’s crucial to get clear on what your business actually needs from a website. Not every platform is right for every business — and that’s okay. Choosing the best one starts with understanding your goals, your workflow, and your comfort level with technology.

    Here are the key questions to ask yourself:

    💡 What’s the main purpose of your website?

    • Are you trying to sell products online? (You’ll need strong e-commerce tools.)
    • Are you a service provider or coach who wants to showcase services, build trust, and book calls?
    • Do you need a portfolio or blog to attract clients and grow your audience?
    • Are you creating a community, membership, or digital course hub?

    Clarity on this will immediately rule some platforms in or out.

    💻 How hands-on do you want to be with tech?

    Some platforms are built for people who want to “set it and forget it.” Others are better if you’re comfortable tweaking plugins, customising themes, or hiring someone to do that for you.

    Ask yourself:

    • Do you want a simple drag-and-drop builder that just works?
    • Or are you okay with a learning curve and more control under the hood?

    Tip: If you don’t have time to fiddle with settings or troubleshoot, simplicity might win out over flexibility.

    📈 How fast do you expect to grow?

    Think ahead 6–12 months:

    • Will your site need to scale?
    • Will you need to add more features like an email newsletter, booking system, CRM, shop, blog, or member area?

    If you’re planning to grow, it may be worth starting with a platform that offers room to expand, even if you won’t use all the features right away.

    💰 What’s your budget?

    Remember: your website is an investment — not just a cost. But you do want to be realistic:

    • Do you need a free or low-cost starter platform?
    • Are you budgeting for a designer or developer to help set it up?
    • Are you ready to invest in premium tools (plugins, themes, integrations) as you grow?

    Some platforms appear cheaper at first, but you may end up paying more later in add-ons or lack of flexibility.

    🛠️ What tools or systems do you already use?

    Your website should work with your business — not add extra work. So think about:

    • Do you need it to integrate with tools like Calendly, Mailchimp, HubSpot, Stripe, Zapier, or WhatsApp?
    • Are you already using a CRM or e-commerce system you want to keep?

    Choosing a platform that plays well with others can save you major tech headaches down the road.

    ✨ Pro Tip: Pick 3–5 must-haves

    Make a shortlist of your non-negotiables — whether that’s:

    • Easy booking
    • Blog + SEO tools
    • Affordable pricing
    • Integration with your CRM
    • Strong design templates

    This list becomes your decision-making filter when comparing platforms in the next section.

    What Platforms Are Available — and Which Is Best for You

    Once you’re clear on your business goals and must-haves, it’s time to explore your options. There are dozens of website platforms out there, but most small business owners end up choosing between a few key players.

    Each has its strengths and limitations — and the best one for you depends on your priorities (see Section 1). Below is a breakdown of the top platforms, with a quick summary of who they’re best for and why.

    web platform comparison table
    Web Platforms for Business in 2025

    📝 Tip: You can also refer to the printable 2025 Web Platform Comparison Table to see all the key features side by side — from ease of use to migration flexibility.


    🧩 WordPress.org (Self-Hosted)

    Best for: Business owners who want full control, advanced customization, and room to scale.

    • You’ll need to arrange your own hosting (e.g. SiteGround, Bluehost)
    • Great for blogs, service-based businesses, and content-heavy sites
    • Thousands of plugins and themes available
    • Works with nearly every tool or integration
    • Slight learning curve, but limitless potential

    Choose this if: You want to grow into a powerful site and don’t mind learning or hiring help.


    🧩 WordPress.com (Hosted)

    Best for: Bloggers or solo professionals who want an easier, hosted version of WordPress.

    • Less flexible than WordPress.org, especially on free plans
    • No need to handle your own hosting
    • Good blogging tools, but limited plugins on lower tiers

    Choose this if: You want WordPress without the technical setup — and aren’t ready for full customization yet.


    🧩 Wix

    Best for: Entrepreneurs who want to launch a good-looking site quickly, without tech headaches.

    • True drag-and-drop builder — no code needed
    • Lots of templates to choose from
    • App store offers some integrations
    • Limited flexibility for SEO and scaling

    Choose this if: You want a stylish site fast, and your needs are simple (like showcasing services or booking appointments).


    🧩 Squarespace

    Best for: Creatives, consultants, or coaches who want a design-forward, all-in-one platform.

    • Sleek templates and built-in features (blog, e-commerce, scheduling)
    • Easy to use and maintain
    • Fewer customization options than WordPress
    • Limited integrations, but enough for most solopreneurs

    Choose this if: Visual branding is key for your business, and you want something elegant but easy.


    🧩 Shopify

    Best for: Product-based businesses selling physical or digital goods.

    • All-in-one commerce solution: inventory, shipping, payments
    • Integrates with POS and dropshipping tools
    • Strong support and scalability
    • Less flexibility for non-commerce content (e.g. blogging, landing pages)

    Choose this if: You’re focused on online selling and want the best e-commerce tools without extra setup.


    🧩 Webflow

    Best for: Designers, developers, or tech-savvy founders who want pixel-perfect design and clean code.

    • Full visual control, including animations and layout
    • Higher learning curve
    • SEO-friendly and CMS-powered
    • Integrates well with tools like Zapier, Memberstack, etc.

    Choose this if: You want a modern, ultra-custom site and aren’t afraid to get your hands dirty.


    🧩 Weebly (by Square)

    Best for: Local businesses or side hustlers who want a no-fuss, low-cost option.

    • Very beginner-friendly
    • Simple templates and built-in e-commerce
    • Limited customization and integrations
    • Owned by Square, so good for in-person selling

    Choose this if: You just need something basic and affordable to get online quickly.


    Not Sure Yet?

    That’s totally okay. Here’s how to narrow it down:

    • Want full control and scalability? → WordPress.org or Webflow
    • Need simplicity and quick setup? → Wix, Squarespace, or Weebly
    • Focused on products and e-commerce? → Shopify
    • Just starting out and want minimal setup? → WordPress.com or Wix

    Don’t forget to download the full 2025 Web Platform Comparison Table to review key categories like:

    • Ease of Use
    • Customization
    • Cost
    • SEO Strength
    • Integrations
    • Portability

    What to Do Next, Once You’ve Made Your Decision

    Once you’ve chosen the platform that fits your business best, it’s time to start turning that choice into a live, functional website. Here’s what comes next — and what to plan for.

    🌐 Step 1: Choose Your Hosting (if needed)

    If you’re going with WordPress.org, Webflow, or any platform that doesn’t include hosting by default, you’ll need to select a hosting provider. This is where your website’s files will live — and it can impact your site speed, uptime, and support.

    Look for a host that offers:

    • Reliable performance and security
    • One-click installs for WordPress (if applicable)
    • Good customer support
    • Optional extras like backups, email accounts, or SSL certificates

    If you’re using Wix, Squarespace, Shopify, or WordPress.com, hosting is already included — one less thing to worry about.

    🔌 Step 2: Set Up Your Integrations

    A business website isn’t just a digital business card anymore — it should work for you. Think about the tools and systems you want your site to connect with, such as:

    • E-commerce platforms (e.g. Shopify, WooCommerce, Stripe)
    • Consultation and scheduling tools (e.g. Calendly, Acuity, TidyCal)
    • Email marketing (e.g. Mailchimp, ConvertKit, MailerLite)
    • Sales funnels and lead capture (e.g. forms, popups, quizzes)
    • CRMs and automations (e.g. HubSpot, Zapier, Notion)

    Most platforms support some level of integration — but how easy (or flexible) those integrations are depends on the platform you chose. WordPress and Shopify, for example, have huge plugin/app ecosystems, while others like Squarespace may require workarounds.

    This is where many business owners hit a wall — because while the platform is chosen, the ecosystem around it can get tricky. But don’t worry, help is available.

    🙋🏽‍♀️ Step 3: Get the Support You Need

    Choosing your platform is a big step — but it’s just the beginning. Whether you’re stuck on tech decisions, don’t know how to set up integrations, or just want someone to take it off your hands entirely…

    You don’t have to do it alone...

    I offer hands-on tech support for business owners like you — especially if you’re building with heart, purpose, and ambition.

    ➡️ Ready to get unstuck and get launched?
    Explore my done-for-you services and friendly support. Just click a button below to get in contact or schedule a consultation.

    Together, we’ll make sure your tech works for your business — not against it.


  • How to Learn a New Product as a PM: Advanced Tips

    How to Learn a New Product as a PM: Advanced Tips

    Black and white comic book-style illustration, inspired by classic graphic novels. A focused product manager sits at a desk with floating interface

    While I’m still getting to grips with my new writing cadence, I’m in the process of figuring out what best to write about and how. Thankfully, the process was made somewhat easier this week when I saw a question asking how best to get onboarded with a new product as a product Manager. I figured the question would best be answered by an “ultimate guide” style post on how to get to grips with a new product as a PM – particularly since, straight off the bat, I thought about my answer to the question posed in terms of principles or heuristics, rather than specific techniques or tooling (though I do address those things below).

    In the article, I’m going to talk about the general approaches up-front, largely drawing upon my experiences of working as a QA prior to becoming a PM, where I applied the tenets of curiosity, exploration and creativity on a more or less daily basis (though the same might be said of my career as a PM). Then I’ll get into the specifics of some of the methods and tools I might use to support those activities; again, drawing on my QA experience of seeking to automate as much of my work as possible (something I’m sadly not able to do so much of as a PM!)

    Curiosity: Asking the Right Questions

    In the testing community there was a meme for a while that basically turned the Quality Assurance acronym of “QA” on its head, on the basis that testers don’t and can’t assure quality as such. Instead they should focus on being Question Askers, because that’s one of the best ways to uncover risks and identify ways in which they can be addressed.

    I’d be inclined to take a similar approach to learning about a new product, focusing on the following areas:

    • Directly Interacting with the Product: Using the product as a customer or end-user would (taking into account those aren’t always the same people). Probe its features, strengths, and weaknesses, always asking, “Why was this designed this way?” and “What problem does this solve?”
    • Engaging with Stakeholders: During meetings with team members and key stakeholders, ask open-ended questions. Learn the ‘why’ behind the product’s current state, the decisions made, and the metrics for success (past & present). Seek to understand their aspirations for the product and the pain points they’re facing.
    • Engaging with Customers & End Users: Delve into customer feedback channels, support tickets, and user research reports with a focus on understanding the user’s voice and experience. What delights them? What frustrates them? Why?
    • Digging into Business Metrics: Question and seek to comprehend the key performance indicators, financial metrics, and historical data. What story do these numbers tell about the product’s journey and its market acceptance?

    Exploration: Seeking Information Broadly and Deeply

    In my experiences of working as a tester, a trait that I admired in the best testers I got to work with or otherwise learn from, was that they really understood how to explore something – broadly and deeply. If you look around in the testing field, you’ll find plenty of books, courses, articles, talks and workshops entirely devoted to the theory and practice of exploratory testing.

    I don’t see that so much in the product community. Without doing a disservice to testers, having spent a number of years now working as a PM, I do genuinely feel that being a PM is a much tougher gig, primarily due to the need to wear so many different hats and often be responsible for a huge number of moving parts, mostly without any corresponding authority. Nevertheless, I think the art and craft of exploration is a skillset that can be brought to bear as a PM, both while onboarding with a new product, and even or arguably especially, once you’re a few years into the job. Here’s a few ideas you can explore further (excuse the pun!)

    • Explore the Market and Competitors: Take a look around the wider market landscape and figure out who your direct and indirect competitors are. Try to understand where your product fits and what differentiates it from them. Look for trends in the marketplace, potential disruptions, and regulatory impacts if they’re applicable in your product space.
    • Explore the Technical Landscape: Familiarise yourself with the technology stack, architectural decisions, and technical debt. Try to understand not just how the product works, but how it’s built and maintained, and what technical challenges or opportunities lie ahead.
    • Take a deep dive into the product analytics: Explore user data, behaviour analytics, and segment performance. Try to go beyond the surface to understand not just what the data is showing, but in order to generate potential hypotheses for behaviours and areas that might warrant further investigation.

    Creativity: Envisioning Whats Possible

    Of course, the whole idea of having a PM in the first place is so they can create a roadmap into the future and execute on it, right? Well, perhaps not entirely, but it’s a big part of the role nonetheless, and requires some exercising of the product manager’s creative faculties. Some specific applications of creative thinking, particularly as it relates to learning about a product and identifying quick wins, below:

    • Adopt a Growth Mindset: This means approaching problems and opportunities with a mindset that there’s always a way to improve. You can facilitate this with your team by encouraging brainstorming and being open to ideas that challenge the status quo, fostering an culture of innovation.
    • Identify Quick Wins: Try to identify some low effort, high impact quick wins, demonstrating immediate value and potentially freeing up resources for longer-term strategic initiatives.
    • Reimagine the Roadmap: Think about the current product roadmap creatively. Don’t just take it at face value; instead, try to imagine different scenarios, prioritise initiatives based on potential impact, and consider some bold moves that could significantly advance the product’s objectives.

    Tools, Apps, Mental Models, Frameworks and More!

    During my time as a QA, I learned quickly that I needed to underpin my activities with various tools, models, approaches (or frameworks) and other resources to ensure I was being as effective as I could. Particularly during my latter testing days when I worked as a consultant & freelancer and would often be jumping from one client to another during the course of a day or week. I needed to know what tools were available to support my work, and I needed to know how best to use them to maximise both my effectiveness and my efficiency.

    Obviously the same thinking applies to product management; perhaps even more so. While it’s substantially more difficult to automate work as a PM (though… I smell another article coming in that regard!), knowing what tools to use for which activity, and how is clearly going to make life a lot easier. Here’s a few ideas for of my go-to tooling, for the activities I already listed above:

    • Product Interaction:User Testing Platforms (e.g., UserTesting, Lookback.io): You can use these to watch real users interacting with your product and observe points of confusion or satisfaction.Feedback Platforms (e.g., Canny, UserVoice): These tools allow you to gather, organise, and analyse user feedback systematically.
    • Stakeholder Engagement:Communication Tools (e.g., Slack, Microsoft Teams): Use these for daily interactions with team members and stakeholders, and to browse past communications for context.Meeting Platforms (e.g., Zoom, Google Meet): Facilitate one-on-one or group meetings to discuss expectations, concerns, and aspirations for the product.
    • User Understanding:CRM Software (e.g., Salesforce, HubSpot): Review customer profiles, interaction histories, and feedback.Survey Tools (e.g., SurveyMonkey, Typeform): Directly gather user feedback on specific aspects of the product or its features.Pro tip: Nothing beats actually speaking to your customers & users directly.
    • Business Metrics Review:Data Visualisation Tools (e.g., Tableau, YellowFin): Use for an interactive exploration of KPIs and other relevant metrics.Spreadsheet Software (e.g., Microsoft Excel, Google Sheets): Essential for analysing raw data, running your calculations, or building custom reports.
    • Market and Competitor Analysis:Market Research Platforms (e.g., CB Insights, Gartner): Access market reports and industry analyses for a broad understanding of the market landscape.SEO and Competitive Analysis Tools (e.g., SEMrush, Ahrefs): Understand competitors’ digital presence, keyword strategies, and user sentiments.
    • Technical Landscape Understanding:Documentation Tools (e.g., Confluence, Notion): Review architectural decisions, technology stacks, and known issues or technical debts documented by the engineering team.Code Repositories (e.g., GitHub, Bitbucket): Even without deep technical expertise, browsing repositories can give you a sense of the project’s scale, complexity, and organisation.
    • Deep Dive into Analytics:Web Analytics Tools (e.g., Google Analytics, Pendo): Analyse user behaviours, traffic sources, and conversion rates.Heatmap Tools (e.g., Hotjar, Crazy Egg): Visualise where users are focusing, clicking, or dropping off on your site or app.
    • Growth Mindset Adoption:Idea Management Software (e.g., Aha!, ProdPad): Use for brainstorming, capturing, and prioritising ideas from all stakeholders.Mind Mapping Tools (e.g., MindMeister, XMind): Helpful for brainstorming sessions, laying out complex ideas, and planning.
    • Quick Wins Identification:Project Management Tools (e.g., Jira, Monday): Break down quick wins into manageable tasks, assign them to team members, and track progress.Feature Flagging Tools (e.g., LaunchDarkly, Split): Test new features with a subset of users to validate potential quick wins before broad rollouts.
    • Roadmap Reimagining:Roadmapping Software (e.g., Roadmunk, Jira Product Discovery): Visualise the product roadmap, explore different scenarios, and communicate strategic plans effectively.Storyboarding Tools (e.g., Miro, InVision): Visualise user journeys, potential new features, or future state scenarios.
    • Lean Principles Application:Rapid Prototyping Tools (e.g., Figma, Balsamiq): Create MVP versions of new features or products for user testing and feedback.Hypothesis-Driven Development Frameworks (e.g., Lean Startup): Use a structured approach to formulating hypotheses, conducting experiments, and applying learnings.

    One of the questions you might reasonably ask throughout the process of questioning, exploring and generating creative insights relating to your product is, what do I do with all the information I’m generating? I’m personally a fan of using mind maps for a lot of my work (listed in the growth mindset section above), and I’ve found that they can be extremely useful for the joint purposes of exploring and analysing, whilst also documenting your thinking and the decisions you’ve made along the way (in the form of nodes, branches, notes, clippings etc).

    As a matter of interest, that’s exactly how I approached the creation of this article; by identifying the major areas I wanted to focus on; curiosity, exploration and creativity, and then branching out further into how those areas decomposed into sets of activities and the tooling to support them. You can see what that looks like below.

    Thanks for reading – see you in the next one!

  • On Signals & Noise

    On Signals & Noise

    Black and white comic book-style illustration, inspired by classic graphic novels. A symbolic representation of 'signal vs. noise'

    Most days, while I’m fresh, and with a jug of freshly brewed black coffee to hand, I try to fit in three hours or so of deep work.

    Before I can do that though, I need to check my emails and messages. Not necessarily with a view to responding to all of them, but trying to figure out whether there’s something urgent that requires my immediate attention and/or some kind of action.

    I scan email titles to see whether anything jumps out. I look to see who sent the email, or who they sent it to. If the email is from, or to, someone important (including me of course!), I might open it up and take a peek, to figure out whether it’s going to require some amount of effort to respond to, or whether I can write a quick reply and draw a line under it there and then.

    I take a similar kind of approach to messages in Slack or Teams, applying the following heuristics:

    • What’s the message about?
    • Who is it from?
    • Does it require immediate attention, or can it wait until later?

    The does it require immediate attention point is important. It speaks to prioritisation, which is a critical facet of any knowledge worker type role. And has particular significance in the product space, since the product manager role revolves around being a master of prioritisation. I have to think about how the request fits into my plan for how I’m going to go about my work that day. As a PM, I may also need to think about how it fits into a bigger picture of business priorities, stakeholder requirements, company politics, customer needs, and other dimensions of priority.

    Having duly pondered some or all of the above – I ultimately have to make some kind of decision as to whether the email or message actually requires my attention, how quickly, and what to actually do about it.

    What this amounts to, in case you hadn’t already realised, is signal detection. I’m seeking to optimise my attention for signals, and trying to filter out noise. In the general case, that boils down to 3 steps:

    1. Filtering: In an age of information overload, you, dear reader, are constantly having to decide which pieces of information to attend to and which to ignore. Determining, for example, which email is critical to read now versus which can wait (or be discarded) can be framed in terms of Signal Detection Theory: Hits, misses, false alarms, and correct rejections.
    2. Prioritisation: When selecting which actions or tasks to pursue, your decision will often revolve around incomplete or uncertain information. Your ability to discriminate between what’s genuinely impactful versus what only seems so, can determine the success of an activity or project. At the macro level, it could affect the success of your team, organisation or business.
    3. Decision Making: When you’re faced with ambiguous data, you have to decide on a course of action (including taking no action). For instance, you may have to decide if a change in a data trend is a genuine signal of an underlying issue, or if it’s just random noise.

    A quick primer on Signal Detection Theory (SDT)

    Signal Detection Theory (SDT) is a framework for understanding how decisions are made in the presence of uncertainty, particularly when detecting faint or ambiguous stimuli. The concept emerged from the field of electrical engineering and was then applied to radar signal processing during World War II. Later on, the principles were adopted and extended in psychology to explain how humans and other animals make decisions under conditions of uncertainty. The theory differentiates between the actual state of the world (whether a signal is present or absent) and your decision about that state.

    The key concepts you need to know for the purposes of this article are that a signal detection activity has four possible outcomes: Hits, Misses, False Alarms, and Correct Rejections.

    • Hit: Signal is present, and you correctly detect it.
    • Miss: Signal is present, but you fail to detect it.
    • False alarm: Signal is absent, but you believe it’s present.
    • Correct rejection: Signal is absent, and you correctly identify it as absent.

    The concepts of signal detection are applied in lots of areas, including psychology, medicine and economics, to name a few. They’re generally applicable in day-to-day life (trying not to get run over when crossing the road for example, or literally paying attention to signals if you’re driving a car), in knowledge work and for the purposes of this article, product management.

    How signal detection fits into product management

    Signal Detection Theory (SDT) isn’t considered a product management framework in itself; nor is it explicitly integrated into any widely recognised product management frameworks. However, I wouldn’t be writing this article if I didn’t think that the principles of signal detection couldn’t be incorporated into some of your existing product management practices, and help you to make better decisions in the midst of uncertainty, ambiguity, and change. Areas where I think it could be used include:

    • Prioritisation: Tools like RICE (Reach, Impact, Confidence, and Effort) or WSJF (Weighted Shortest Job First) require decisions based on uncertain or incomplete information. Applying signal detection principles can enhance these tools by helping you to differentiate between genuine insights and random fluctuations or biases.
    • Roadmapping: When you’re planning a product roadmap, distinguishing genuine needs (signals) from transient or less impactful items (noise) is essential. Isolating signals from noise helps to make the distinction more clearly.
    • Research and User Feedback: When generating or analysing user feedback, product managers are aiming to separate genuine patterns and needs (signals) from the variability and noise of less useful feedback.
    • Data Analysis: Metrics sometimes show fluctuations due to a myriad of reasons. For example, our NPS score went up 10 points last week. Why? Is there some important insight (signal) to be drawn from the sudden spike, or is it just noise?
    • Stakeholder Communication: Feedback from stakeholders can be conflicting or reflect organisational politics and biases. Applying heuristics to evaluate which pieces of feedback are strategically important signals and which might be noise, will help ensure that product decisions align with strategic goals.

    Failure modes

    There’s lots of ways to fail at product management. Many of them are related to misclassifying signals as noise and vice-versa. Most of them, I’ve made myself at some point:

    During feature development:

    • I’ve been swayed by loud or influential customers without verifying the broader applicability of their request.
    • I’ve implemented features just because competitors have (or didn’t have them) them without properly assessing their relevance.
    • I’ve massively underestimated technical complexity, leading to maintenance issues and technical debt.

    While gathering user feedback:

    • I’ve prioritised feedback based on volume, rather than quality or relevance.
    • I’ve disregarded feedback from less vocal user groups.
    • I’ve acted on feedback without validating its broader applicability.

    During analysis and research:

    • I’ve wasted time chasing new trends without assessing its longevity or relevance.
    • I’ve neglected to reevaluate past decisions in light of new information.
    • I’ve been too rigid and slow in adapting to significant market shifts.

    When interpreting data:

    • I’ve misinterpreted data without considering external influences.
    • I’ve focused too much on short-term metrics without considering long-term impacts.
    • I’ve implemented changes based on inconclusive results.

    When managing projects:

    • I’ve spread resources too thinly across too many projects.
    • I’ve neglected to revisit and adjust resource allocation as situations have changed.
    • I’ve been influenced by politics or internal pressures rather than objective product needs.

    We’ve had a new PM join us recently, and perhaps because she’s just new to the team, or maybe because of some personality traits or perhaps because she’s just more skilled in some areas than I am, she treats a lot of things that as signals, that I would otherwise disregard as noise. Sometimes she hits, sometimes she misses; but it’s interesting to observe the process because it forces me to reassess my own responses and skills in this area.

    I’m a boots on the ground kinda guy. I love speaking to customers, and I work hard at being responsive to what I hear from them. Equally I listen to what my team and colleagues are saying, and am very responsive to signals that they may be blocked or need support in some way. I have good intuition about problems that are likely to explode and therefore require immediate or escalated attention before they do so.

    I’m not always very good at identifying political signals from the wider business and stakeholders, or at spotting patterns in data that may indicate a trend which requires attention. I sometimes miss important signals or confuse them with noise.

    Given that I’ve identified some weaknesses in my signal to noise detection capabilities, what are some ways I can make some improvements?

    Getting better at signal detection

    Here’s my ideas for helping to develop those skills, if you feel you may be falling short of the mark (as I often do!)

    1. Implement feedback loops: Seek to regularly collect feedback from stakeholders, users, and teams. Reflect on your capabilities and hone in on areas of improvement based on this feedback.
    2. Diversify your Information Sources: Don’t rely on a single source of data. Triangulate your insights from different channels to paint a more accurate picture.
    3. Seek external perspectives: Try to gather viewpoints from outside of your immediate circle. Utilise friends, mentors and peers to gain fresh insights.
    4. Stay user or customer centred: Making sure you’re interacting with users and customers regularly will ground decision-making in the realities of their needs and desires.
    5. Cultivate critical thinking: Question your assumptions regularly. Develop a habit of playing devil’s advocate to challenge prevailing ideas (something I find alarmingly easy!)
    6. Utilise appropriate frameworks & models: Employing decision-making frameworks like RICE (Reach, Impact, Confidence, Effort) or cost-benefit analyses can help to structure thinking.
    7. Practice reflective listening: Make sure you truly understand the feedback or data before making decisions based on it. I literally repeat to people what I think I heard them say and ask for confirmation we’re on the same page.
    8. Accommodate Uncertainty: The reality is that not every decision will have a clear signal associated with it. Sometimes you just have to make the best decision with information available at the time, and be open to iterating based on the outcome. Jeff Bezos coined the one-way versus two-way door analogy, which I think is useful in this regard.
    9. Manage your time: Set aside time for deep work without distractions. Give yourself room for more focused analysis and applied discernment.
    10. Learn continuously: Regularly engage in professional development, courses, and workshops and the like to refine your professional skills.

    There shouldn’t actually be many surprises here, since our brains have basically evolved to help us pay attention to useful information and disregard the detritus. What’s important, particularly in the product realm, and really anywhere your decisions are likely to have a lasting impact, is knowing when you can trust your instincts and think fast, and when you need to slow down and take more measured approach.

    Keeping in mind the hit, miss, false alarm and correct rejection Signal Detection Theory concepts from above, it seems to me that you can probably train yourself to hit more frequently than you miss, avoid false alarms and, critically for the slightly overwhelmed PM’s, know when to make a defensively correct rejection. Hopefully some of the ideas above help you (and me!) to do that.

    If you enjoyed this article, or got some useful ideas from it, I’d appreciate it if you could hit the share button or leave a comment, just to let me know. If you have some ideas for improvements or want me to write about something specific, I’d be happy to hear about that too.

    Thanks, and see you for the next one!

    Sources:

    “An Introduction to Signal Detection and Estimation” by H. Vincent Poor

    “Signal Detection Theory and ROC Analysis in Psychology and Diagnostics: Collected Papers” by John A. Swets

    “Awakening from the Meaning Crisis, Episode 39: The Religion of No Religion” by John Vervaeke YouTube

  • On Unplanned Work

    On Unplanned Work

    Black and white comic book-style illustration, inspired by classic graphic novels. A person sits surrounded by work

    Picture this: You have a plan for a thing your team needs to accomplish. It’s quite complicated. And you’ve planned extensively for it. It’s a cross-functional, multi-phased programme of works, with numerous milestones and dependencies. The plan is somewhat tricky to follow (to the uninitiated), but well documented, and as well understood by the team as it can be, given the various moving parts.

    You’re working the plan. And the plan is working.

    And then, just when you least expect it, along comes a senior leader with a new or revised agenda, based on <some other thing> that’s important to them or the business at that point in time. And just like that… Everything changes.

    Unplanned Work

    As I’m striving to accomplish a writing cadence again, I was struggling a bit with what to write about this week. All of a sudden though, it just dropped into my lap! Figuratively speaking. And not in a nice way. You’ll perhaps recall in my previous post that I used the common analogy of goalposts being moved. Well, this is more like someone having the entire playing field rotated by 180 degrees! I’m talking about a big change here; a huge amount of work and re-planning.

    How does one deal with that, without going slightly mad? Here’s a few thoughts, collated from my years of experiencing, and dealing with the fallout of such changes.

    Prioritise and assess

    Prioritisation, one might convincingly argue, is the bread and butter of any self-respecting product manager. Having also been a freelancer and contractor for much of my career, I think I could make the case that it’s the lifeblood of a successful individual contributor / knowledge worker / creative, also.

    First up then, you’ll need to assess the urgency & impact of the changes. You’ll need to do this to help guide the work and ensure resources are aligned with the new priorities and are mobilised accordingly.

    You may also wish to carry out a gap analysis, to gain some sense of where there may be issues in terms of resourcing, timelines, and scope. You’ll of course want to share your understanding of what this looks like with the leadership team to make sure they are aware of the full picture, and perhaps in some diplomatic fashion with the stakeholder(s) responsible for the changes, so they understand the magnitude and impact of their dictate.

    Risk Management

    Figuring out where the new risks are in relation to the changed plans, in addition to the old ones, which may or may not still exist, or have been mitigated, or in the worst case, compounded by the new plans should be very high on your list of priorities. Obvious risks will likely jump right out at you. More subtle risks will require some digging and analysis.

    One way in which you can approach this is by carry out an Impact Mapping exercise. I’m a big fan of this approach because it’s basically a mind map, and I love mind mapping stuff out because it makes nice and clear and easy to collaborate on. Documenting how these changes affect current in-flight projects and future projects will help you to form contingency plans where they’re needed.

    For bonus points you can carry out a dependency analysis, either as part of your impact mapping exercise, or supplemental to it, identifying new or pre-existing dependencies, along with any other risks and issues.

    Communication and Stakeholder Management

    Blergh! One of my least favourite phrases; stakeholder management. But, a necessary evil.

    Fun fact: I got turned down for a senior role by a decision maker some while back because they didn’t think my stakeholder management skillz were quite up to the level they were looking for. Rejection makes me sad… So, I’ve worked hard to improve my capabilities in this area. For me, it comes down to three key points (at least in the context of changing plans, as I’m discussing here):

    1. Immediate Communication: As soon as new changes are confirmed, they should be communicated to the relevant parties. The sooner the people who care about the plans know about the changes, the faster they can carry out any necessary adjustments to their plans.
    2. Clear Messaging: Effective communication of the changes will depend upon complete clarity as to why the changes are being made. Probably just blaming the person who dictated the changes be made in the first place isn’t the why you’re looking for. A better solution would be to identify the benefits of the revised plan instead.
    3. Open Dialogue: I talked about clear lines of communication in my previous article. It’s worth investing time and energy into cultivating an environment where team members feel comfortable sharing concerns or ideas for making any necessary changes, smoother.

    Leadership and Team Morale

    My team discovered that these kinds of changes were going to be taking place approximately the middle of last week. I wasn’t especially impressed by them; particularly since they were imposed from above, without any consultation on why the changes were being made, what the impact would be and how the impact of the changes would be managed. It’s fair to say, not everyone else on the team was, or will be happy when they find out, either.

    As the lead PM for my team, at least to some degree they look to me for cues on how to react to things. I like to think I try to maintain a positive outlook, taking the view that challenges are also opportunities for growth. I don’t claim to always get it right, but it’s what I aim for and I think the team appreciates it. Being sure to offer empathy and support to the team is a big part of this too.

    Part of staying positive can involve celebrating small wins. The path to the new release schedule will likely have milestones. Celebrating them will help to keep morale high.

    “God Laughs at Your Plans”

    Adjusting to a new plan is never easy; especially when you’ve devoted a lot of time and effort to the old one. Feelings of frustration and disappointment are a natural consequence. But if you’re anything like me, you’ll want to come out on top.

    Prioritising your activities, identifying and addressing risk, communicating the new plans clearly and effectively, and demonstrating leadership throughout the process will help you do that.

    Don’t forget to look after yourself too!

  • How to Handle Change in Your Team

    How to Handle Change in Your Team

    Black and white comic book-style illustration, inspired by classic graphic novels. A small team of diverse people is shown in the middle of a dramatic change

    Something I’ve been thinking about recently is how best to adapt to newcomers on your team; particularly when they have authority over you (i.e. a new “boss” or manager), or when they’re moving the goalposts of your current working practices. If you’ve ever found yourself in this situation, it can be a struggle.

    From previous interactions with more senior managers or the exec team, you may have a good understanding of the politics, their likes and dislikes, and a whole set of other contextual experiences that your new teammate(s) simply haven’t gotten access to yet. Because they haven’t had those experiences, and as a result don’t have the same context you do, they may be doing and asking you to do things in a way that seems incongruent with your current understanding of how things work.

    Sometimes, that’s going to hurt. In the past, I’ve been asked to deliver things, or do things in a certain way, that I knew wasn’t going to work, because of my additional context. Despite arguing from this perspective, I’ve been informed they need to be done anyway. Sometimes, the outcome has surprised me, and there’s been a net improvement. Sometimes, the outcome has been exactly as I predicted, leading to a sense of wasted effort and the resulting feelings of negativity and “I told you so!” which accompany that.

    Clearly going into these kinds of situations with a closed mind or fixed perspective that says something like “this is how it’s always worked in the past and this is how it’s always going to work in the future” is not going to lead to good outcomes over the course of time, or an ideal relationship with those new team members. You’ve got to keep an open mind. You’ve got to constantly be looking for the good, for the positive outcomes the team is seeking, whilst bringing your experience to bear in the most appropriate fashion.

    I’ve found myself in a similar situation recently, hence I’ve been giving it some deep thought. I found the following ideas helpful while navigating through it.

    Ensure clear lines of communication

    Apparently I bias towards “brutal honesty” – or so a coach told me in the recent past. As you might imagine, that’s not always a good thing. But, as Popeye always used to say, “I yam what I yam!” If nothing else, honesty, even the somewhat brutal kind, helps to ensure that communication is, well…, honest. If sometimes a little uncomfortable! What those clear lines of communication actually look like for you, and your team, in the context of your organisation, and your ways of working, and depending on the specifics of your actual work style or relationship, are clearly going to vary somewhat. The important thing here is, that they’re there in the first place. That may require some work on your part to establish, but it’s important work, and you should prioritise it if you’re not already doing so.

    Getting a handle on your new boss’s expectations is going to be critical. The sooner you can get this done the better. Seeking to understand their vision and objectives and how you fit into the new picture is going to set you up for success going forward. Of course, this assumes they want you to stay in the picture! Make it easier for them to put the pieces together by sharing your aspirations with them, and asking for guidance on how you can best align your efforts with the team’s objectives.

    Get feedback

    Once the communication lines are clear, you should think about asking for some feedback. Not everyone is very good at or likes doing this, and it may take some persistence, but it’s worth the ask. The last time I asked for feedback, I got some useful nuggets like:

    • “Be clear, direct and firm in your decisions, but be nice about it. There’s never a reason to be a jerk” – remember that brutal honesty thing?
    • “Learn how to genuinely soften your tone without being passive aggressive or condescending” – again, brutal – I’m working on it!
    • “Become more gracious at accepting processes/decisions that are not your preference” – oops!

    And so on, and so forth. What’s the takeaway? Regularly asking for feedback from both your new manager and peers will definitely provide valuable insights into areas of improvement and may also highlight your strengths.

    Roll with the punches

    One of my favourite quotes of all time, ever, is Mike Tyson’s “Everyone thinks they have a plan until they get punched in the mouth!” (Stolen and paraphrased somewhat from Helmuth von Moltke’s “no plan survives contact with the enemy”).

    Another favourite saying from one of my erstwhile colleagues with a somewhat unique sense of humour is “God laughs at your plans!” Indeed, he probably does.

    What’s the point here? It’s that having a plan is probably a good thing, but sometimes your plans need to change and adapt. If you can’t or won’t adapt in the face of change, something’s liable to break, and it probably won’t be whatever the change is. It’ll be you.

    Change, as they say, is inevitable; especially in the business world. Instead of resisting it, embrace it. This positive attitude will not only benefit you personally but will also be noticed by others, including your new manager. Be willing to adapt to new methods, technologies, or processes introduced by the new manager or team members. Being adaptable shows that you’re a team player and open to innovation.

    Learn continuously

    Learning is my favourite thing, so this one comes easy to me. Again though, your mileage may vary depending on how you feel about continuous learning in the first place (is it a chore, or is it a source of joy?), and how you actually go about it.

    I’ve expanded at length regarding how I go about continuous learning elsewhere (e.g. here), so I won’t go into a massive amount of detail here; suffice to say that I tend to prefer a JIT (Just In Time) approach to learning, where I’m digging out learning resources and utilising them as needed, with a view towards accomplishing specific activities.

    Let’s say for example I need to do some deep data analysis. I’m not a “data analyst”, so this isn’t something I’m used to doing every day, and my skills are therefore lacking. What I need is some pointers to get me started, and a sense of what a good data analysis methodology (or recipe) might look like. In this kind of scenario, I’m going to spend a little time figuring out what the best source of these kinds of instructions are, and then I’m going to go and read-up a bit, or watch some videos, or do a few steps in a course. Just enough to get me started, so I can accomplish the specific task at hand, and so that I have something to refer back to if I start feeling lost.

    There’s plenty of great resources out there for this kind of thing; my go-to tends to be Coursera, for good and reliable (i.e. authoritative) content.

    An additional consideration for this point specifically, is if you’ve got a bunch of new people on your team, or a new manager; don’t be threatened by their knowledge or skills. Use them. The arrival of new and skilled team members is an opportunity to learn from them. Seek out their expertise, ask questions, and consider participating in workshops or courses to enhance your skills. Being proactive about your learning can set you apart.

    Look after yourself

    Above all, be kind to yourself. Don’t beat yourself up about your limitations, real or perceived. Show up each day, do your job, be nice to your co-workers, be as generous as you can be with your time, resources and knowledge. But acknowledge your limitations and your working hours. Use your vacation time. Keep up to speed with developments in your areas of specialist interest, but don’t forget to live your life, spend time with your family and pursue your own interests.

    Amidst all the changes and the drive to advance, don’t forget to take care of yourself. A healthy work-life balance is essential for sustained career growth.

    Reflect

    You could probably argue that the tips above are generally applicable to successful working, and I wouldn’t disagree. But I’ve sought to provide a specific slant and demonstrate how they might be applied to a specific situation: that of being a part of a growing team, and one in which the goalposts are being moved in directions you’re finding uncomfortable. I’ve found that when this happens, as it invariably does at points during a career, reflecting on the ideas above is helpful for me.

    By way of a post-script, I found myself in exactly the situation I described at the beginning, just yesterday. I did a bunch of work on a deliverable, despite having flagged well in advance that it needed to be reviewed by a senior leader ahead of time. What I predicted would happen, happened (spoiler: major revisions), and as a result the deliverable will now be parked for the immediate future, and will in all likelihood need to be completely re-worked once it’s picked back up again.

    Clearly this is a sub-optimal situation, and one that it would be easy to get negative about. But if I turn it around and look for the positive; I learned some things along the way, and I collaborated with the new team on those things successfully. I sought feedback and built clear communication channels. So on reflection, maybe it’s not so bad. I’m gonna go enjoy my weekend, and go into my next working week with a refreshed and positive attitude.

    I hope you do too. See you in the next one!

  • To Automate or not to Automate your Tests?

    To Automate or not to Automate your Tests?

    The degree to which your tests are automated or not, can be a huge factor in how successful your continuous testing strategy is.

    Determining the correct split between automated and manual testing will, to some some extent, make or break your releases.

    If you have too many automated tests, or your tests are too complicated, then they may take too long to run. When things take too long to run, people pay less attention to them. Fast feedback is a critical success factor for teams wishing to deploy high quality software on a frequent basis.

    But, if you don’t have enough automated tests, or if the tests you do have result in intermittent (flaky) outcomes, your team will lack confidence in them; resulting in a higher manual testing burden and extended time to release.

    If your stakeholders are to get the feedback they need, when they need it, so they can make appropriate release decisions, how should you deploy your limited testing resources across manual and automated testing to gain greatest benefit?

    As with anything, there’s no silver bullet. There are some heuristics or general guiding principles you can follow though, which will point you in the right direction. I’ve attempted to compile at least some of them, below.

    While you’re coding

    The most obvious place to start developing your automated testing capability is while the product code is being written in the first place.

    Retrofitting unit tests to legacy code is problematic. If you’re in a situation where code already exists, you may wish to skip this step in favour of tests at some other layer of your technology stack. But where possible to do so, adding unit tests to your testing strategy is going to pay dividends in the long term – providing your team with increased confidence any time they need to add to or change their code.

    If the development team is agreeable, following a TDD (Test Driven Development) approach is pretty much the holy grail of this level of testing. With a TDD approach, your developers will write tests BEFORE the code is produced, helping to guide both the design and the development of your solution, and providing you with the best possible degree of unit test coverage in the process. This is the ultimate win, for all concerned!

    Integration testing

    Sometimes, unit testing won’t be feasible or appropriate though, depending on the technology and architectural choices that have been selected for your project or product. The next best thing is to follow more of an integration testing based approach, focusing on the areas of your project with the highest levels of integration risk.

    Precisely how you approach integration testing will depend on your product architecture. In a classic three-tier (database, business logic, user interface) arrangement, you need to focus on integration between the business logic and database layer, to ensure that correct data is stored or retrieved from your database when specific transactions are performed. For bonus points, start thinking about performance requirements here also, since the transaction times will have some bearing on the success of your project.

    A more popular architectural style these days is the micro services model, wherein the various components of system are implemented as individual services. Developing a product this way makes it highly scalable, since it means those services can be instantiated and deployed as needed across e.g. a cloud based infrastructure. From an integration perspective, it means you need to test the integrations between all those services as part of your automation strategy.

    Focus on high priority areas

    When you’re starting out with your automation strategy, you should work from a set of prioritised tests. The rationale for this is simple: if you’re crunched for time at some point in the future (which of course, is always) – if your tests are prioritised, you can start with the highest priority tests and work down the list of priorities as you have time to do so.

    It’s the same thing for test automation. If you don’t have any automated tests yet, start by automating your highest priority manual tests. Don’t do anything else until you have implemented all your highest priority tests. This ensures you have followed Pareto’s 80/20 rule, which — when applied to automated software testing — means that 20% of your tests will provide you with 80% of the needed confidence.

    Look for product risk

    You might well ask, “how should I prioritise my tests?” And the answer is simple: look for the areas of greatest risk. There are two main kinds of risk we want to consider when implementing an automated testing strategy: product risk and regression risk.

    Product risk is likely to be somewhat contentious in terms of test automation, since not all product risks are easy to test for, which means they also won’t be easy to automate. In my experience, product risk relates to one of three or four key areas:

    • Usability – the solution needs to be a pleasurable experience such that the customer or potential customer wants to keep using the product
    • Fit for purpose – the solution needs to solve the problem for which it was designed.
    • Reliability – the product needs to have the customers confidence, particularly as it relates to accessibility [security] and availability [performance].
    • Business – the product needs to meet the requirements of the organisation that created it; often this means it should generate revenue or turn a profit

    As you might imagine from the list above, it would be very difficult to write an automated test that answered even one of these questions. A more likely outcome is that you have a number of tests, which may be designed to address some facets of those various areas, such that a stakeholder (e.g. a product manager) is able to look at the results of those tests and get a feel for whether or not, the product will be usable or reliable.

    Acceptance test based automation derived from BDD’s (Behaviour Driven Development scenarios) is often used for this purpose, in my experience.

    Look for regression risk

    The other area of risk which you should consider is regression risk; i.e. the risk that something which was working before has now been broken, or does not work in quite the same way, as a result of some change to an area of the product code. Regression testing is a classic win for an automated approach, since by the time you come to automate a regression test, the functionality should be well understood and ripe for automation.

    Catching regression failures by way of test automation is an easy win.

    Take performance into account

    I mentioned performance above, while discussing integration testing, and also as a product risk. Once you have some automated tests in place, it’s actually pretty easy to monitor the performance of your product, simply by capturing and measuring how long it’s taking to run your automated tests over time.

    This does require a baseline of some sort (a set of tests which remains static in terms of scope, the number and execution approach of the tests) – but once you have this, you should be able to take the individual and aggregated time for executing the tests and determine whether the performance of your application has improved, stayed the same, or gotten worse — and take the necessary actions as a result.

    Create levels of automation testing

    Having a baseline set of tests feeds into this next point, which is that it can be helpful to have suites of automated tests which are executed for specific purposes.

    One of the traps I often see teams fall into is that they have a huge number of automated tests, which might take a couple of hours to execute, and they need to execute ALL of those tests in order to determine whether it’s ok to release their product.

    Now sometimes, you’re going to have a huge number of tests, and they’re going to take a long time to run, and there may be no way around that; you HAVE TO run all of those tests for reasons you’ve determined within your team, organisation and context. And that’s fine, but what you don’t want to end up in is a situation where it takes say 2hrs to run a bunch of tests and then find out that because a single high priority test has failed, the whole execution needs to be re-run (once whatever the issue was has been fixed).

    This goes back to the prioritisation point above. If you’ve prioritised your test cases, then you should be able to split-up your test automation jobs into a series of executions that get progressively more advanced, as you need them to. So you could have something like this, for example:

    • Job 1 = Smoke Test {10x HIGHEST priority tests}. If this passes, move onto Job 2:
    • Job 2 = Acceptance Test {50x tests for new features being deployed in the build}. If this passes, move onto Job 3:
    • Job 3 = Regression Test {400x Highest, High priority tests}. If this passes, move onto job 4.
    • Job 4 = Nightly Build {2000x Highest, High, Medium, Low priority tests covering ALL features and functionality}.

    Obviously the specifics and therefore your mileage may vary, but hopefully you get the idea, and the point is this: split up your automation jobs so they increase in scope and duration over time. Don’t START with your longest running tests, FINISH with them. Front-load the risk of your automation failing by running the most important tests first, so you can provide feedback faster in the event something serious is wrong.

    Minimise manual testing effort

    The goal of all your test automation efforts should be to minimise the amount of manual testing effort required to ship your releases. That doesn’t mean you’re going to eliminate manual testing effort entirely. Nor, in my opinion, should you wish to. Instead, you should be aiming to redirect the efforts of your testers to higher value exploratory testing, monitoring and test leadership activities.

    What you don’t want to be in, is a situation where you want to carry out a release but you need weeks of manual feature and regression testing in order to do so. These are exactly the kind of activities that your test automation should be designed to replace. But you should follow the guidelines above, to identify the kinds of tests you SHOULD be aiming to automate, and how to go about doing so.

    Equally, you should follow the guidelines below so as not to fall into the trap of attempting to automate tests which will slow down, reduce confidence in, or outright cause your test automation efforts to spectacularly crash and burn.

    Early stage development

    Trying to automate tests for features still in the early stages of development is a recipe for frustration. You’re much better off waiting until you have something stable to test against. Often, that means the feature will have already been through several iterations of testing and fixing, before it’s ready for an automated test.

    Low priority features

    Don’t waste time and effort trying to automate low value features. Focus on bigger wins. If you’re not sure whether a feature is high or low priority, check-in with your product owner or manager; they should definitely have an answer for you. I know I would!

    Tests that don’t have well defined outcomes

    If you don’t know what the outcome of a test is or should be, you shouldn’t be automating it. Unless it’s a performance test or some other kind of analysis (e.g. a static code or security analysis) where the outcome is a measurement or report which may or may not be acted upon; for those things the rules are slightly different. For a functional test, you should definitely know the outcome, and it should be binary (pass/fail) in nature. Anything else is going to lead to problems.

    Tests which cannot be fully automated

    On the subject of trouble, if your test can only be partially automated, and will as a result need manual intervention to conclude successfully (or unsuccessfully as the case may be) – this is not a good candidate for inclusion in your automated test runs. Use it as a tool, as a script to aid testing by all means, but don’t use it as an automated test.

    To conclude, if you’re trying to put in place a continuous testing strategy, automated testing is going to play a big part. You need to be super careful about what tests you choose to automate, and how you go about tooling them. The guidelines above will help you with that.

    Did you enjoy this article? Watch the video recording below:

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