Table of Contents
- Who this guide is for
- What you likely care about
- Before you begin
- Step 1: Build a simple delivery & quality portfolio view
- Step 2: Use Iterations to understand predictability
- Step 3: Connect investments using Resource Allocation (if enabled)
- Step 4: Support standards, gitStream, and AI at scale
- Recommended portfolio rhythm
- Recommended next articles
Director of Engineering
This guide is for Directors of Engineering who own multiple teams or domains and need a repeatable way to connect delivery, quality, and investment decisions. It uses Metrics → Delivery , Metrics → Q…
- Who this guide is for
- What you likely care about
- Before you begin
- Step 1: Build a simple delivery & quality portfolio view
- Step 2: Use Iterations to understand predictability
- Step 3: Connect investments using Resource Allocation (if enabled)
- Step 4: Support standards, gitStream, and AI at scale
- Recommended portfolio rhythm
- Recommended next articles
This guide is for Directors of Engineering who own multiple teams or domains and need a repeatable way to connect delivery, quality, and investment decisions. It uses Metrics → Delivery, Metrics → Quality, Teams → Iterations, and (where enabled) Resource Allocation and gitStream to create a portfolio view you can use with VPs, PMO, and DevEx.
TL;DR – Director of Engineering:
- Use Delivery and Quality metrics to compare teams and services, not individuals.
- Use Iterations to see how planning, unplanned work, and predictability vary across teams.
- Use Resource Allocation (if available) to connect headcount to initiatives and cost.
- Support gitStream and AI adoption where they remove friction or de-risk flow at scale.
- Run a light but consistent monthly portfolio review with your managers.
Start here in 15 minutes
- Pick 3–5 teams you directly manage.
- In Metrics → Delivery, set the window to the last quarter and note, per team:
- Cycle Time and which sub-metric is slowest.
- For each team, open Teams → Iterations → Completed and ask:
- “Roughly how much work was unplanned?”
- “Is carryover a pattern or an exception?”
- Classify each team quickly:
- Healthy, Stretched, or At risk.
- Pick one team in each bucket and write one question you’ll ask that EM in your next 1:1 (e.g., “What’s the smallest change we can try to reduce unplanned work?”).
- Use these notes as the first slide or section in your next monthly review.
Who this guide is for
- Directors owning multiple teams, domains, or services.
- Leaders responsible for both outcomes (delivery, quality) and investment choices (where teams spend time).
- Partners to VP Eng, PMO/Delivery Ops, and DevEx/Platform.
What you likely care about
- Which teams or domains are consistently healthy vs. struggling on delivery and quality.
- How unplanned work and incidents affect commitments across your portfolio.
- Whether your headcount and investments match strategic priorities.
- Where standards and automation (gitStream, AI) can scale improvement.
Before you begin
- Teams and services are mapped correctly in LinearB.
- Managers understand which metrics you care about and why (Cycle Time stages, key quality/reliability indicators).
- If available, Resource Allocation is configured with relevant custom fields (initiatives, project types, etc.).
- If your org uses gitStream or AI Insights, you know which teams are piloting them.
Step 1: Build a simple delivery & quality portfolio view
Goal: Compare teams on a few consistent, system-level signals.
Where: Metrics → Delivery and Metrics → Quality
- Select a timeframe (e.g., last quarter) and a consistent aggregation mode (Average, Median, or percentile as agreed with your org).
- Review per-team trends for:
- Cycle Time and its slowest sub-metric.
- High-level quality / reliability signals where available.
- Classify teams into rough buckets:
- Healthy: stable delivery, predictable quality.
- Stretched: growing unplanned work, slowing stages.
- At risk: repeated incidents or highly variable delivery.
Step 2: Use Iterations to understand predictability
Goal: See how planning and unplanned work differ across teams.
Where: Teams → Iterations (Completed)
- For each team, review a few recent iterations and note:
- Planned vs. delivered work.
- Level and sources of unplanned work.
- Patterns of carryover across sprints.
- Use this to draw distinctions like:
- “Team A has stable commitments but lots of incidents.”
- “Team B over-commits and regularly pushes work out.”
- Turn those insights into coaching questions for EMs: “What’s the smallest process change we can try next sprint to improve predictability?”
Step 3: Connect investments using Resource Allocation (if enabled)
Goal: Show where your org actually spends time and cost.
Where: Resource Allocation dashboard and related Cost/Allocation reports
- Slice by initiatives, projects, or investment categories to see FTE spread.
- Compare:
- Where teams spend time vs. your strategic priorities.
- Work type mix (e.g., new features vs. maintenance) for key areas.
- Use this to support decisions like:
- Rebalancing teams or roadmaps.
- Justifying more capacity for foundational or reliability work.
Step 4: Support standards, gitStream, and AI at scale
Goal: Help managers and DevEx apply low-noise standards where they matter most.
- Identify 1–2 cross-team bottlenecks (e.g., slow reviews, large PRs, high rework).
- Partner with DevEx / Platform to:
- Define simple standards (PR size, review SLAs).
- Use gitStream and AI features (where enabled) to automate guardrails.
- Ask teams to measure:
- Before/after trends on Cycle Time or quality.
- Developer sentiment where Surveys or Coaching are available.
Recommended portfolio rhythm
Monthly (Director-led, with EMs)
- Review a portfolio snapshot:
- Delivery and quality trends by team.
- Key Iteration patterns (predictability, unplanned work).
- Top 1–2 investment questions from Resource Allocation (if enabled).
- For each team, agree on:
- One system improvement to test (process, standard, automation).
- How you’ll measure success in the next cycle.
Quarterly (Director-led, with VP / PMO / DevEx)
- Roadmap and investment tradeoffs.
- Org changes (team splits, new ownership).
- Where to expand standards, gitStream, and AI.
Recommended next articles
How did we do?
DevEx & Platform Engineering
Engineering Manager