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Being a Good Technical Lead, Part 3. Onboarding

Kristijan Pušić May 26th, 2024

Effective onboarding represents a critical yet often overlooked skill in a Technical Lead’s repertoire. The ability to smoothly integrate new team members not only accelerates their productivity but also strengthens team cohesion and preserves architectural knowledge.

In the previous two articles, we discussed mentorship and leadership. These two skills represent two out of five key areas that shape the work life of the technical lead. In this article, I will attempt to elucidate the third skill, which is called onboarding. This can be onboarding for a specific project or onboarding within an organization for new software developers. 

The evolution of onboarding skills in technical leads

It is the responsibility of the technical lead to ensure that a new developer is adequately informed of both the technical aspects and the broader business objectives. It is also important to assess the technical lead’s ability to communicate project details.

Furthermore, the technical lead must introduce new hires to team dynamics and facilitate their rapid and effective contribution to the project. This is a challenging task, but with proper experience you can do it. Let’s see the levels for the onboarding skill of the technical lead:

Skill Matrix onboarding

Level 1. Basic technical introduction (junior)

Juniors focus on providing newcomers with essential project information, detailing the architectural framework and team processes. They believe this foundational knowledge is adequate to get started and help new colleagues adapt to the team environment quickly.

Advice for advancement:

  • Create a centralized repository for project documentation

  • Develop a basic checklist of technical aspects to cover with new team members

  • Implement regular documentation review cycles to ensure accuracy

  • Gather feedback from recently onboarded team members about information gaps

  • Schedule dedicated time for onboarding activities rather than handling them ad hoc

  • Create simple architecture diagrams that provide visual context for the codebase

Level 2. Comprehensive documentation and process (middle)

At this stage, you dig a bit deeper, offering detailed explanations of each architectural block. As a middle technical lead, you will aim to give new team members a comprehensive understanding of the project mechanics, facilitating smoother integration and highlighting the importance of detailed task reviews.

Advice for advancement:

  • Implement documentation versioning to track changes and updates

  • Create role-specific onboarding paths tailored to different team positions

  • Develop interactive exercises that validate understanding of key concepts

  • Establish regular check-ins during the first month to address questions

  • Create video walkthroughs of complex systems to supplement written documentation

  • Develop a glossary of project-specific terminology to accelerate communication fluency

  • Implement a “buddy system” where new team members have a designated go-to person

Level 3. Interactive learning and team integration (middle+)

Employees here take a holistic approach, introducing newcomers to both the technical and business aspects of the project. You will need to actively involve new hires in discussions about current and upcoming tasks, fostering a deeper engagement and quicker assimilation into the project dynamics.

Advice for advancement:

  • Create “learning through doing” exercises that start simple and increase in complexity

  • Develop a stakeholder map to help new members understand team relationships

  • Establish structured shadowing opportunities across different roles

  • Implement 30/60/90-day plans with clear expectations and learning milestones

  • Create retrospectives specifically focused on the onboarding experience

  • Develop metrics to measure onboarding effectiveness and time-to-productivity

  • Design exercises that require collaboration with existing team members

Level 4. Strategic talent integration (senior)

Seniors provide in-depth insights into the project’s alignment with business needs. As a senior technical lead, you will ensure newcomers understand their roles across different areas, not just their specific expertise.

This level emphasizes the importance of integrating new team members with other specialists and establishing strong team connections to expedite the onboarding process.

Advice for advancement:

  • Develop onboarding materials that explicitly connect daily work to broader business goals

  • Create cross-functional learning opportunities that span teams and departments

  • Establish mentoring relationships that extend beyond initial onboarding

  • Implement skills assessments that identify both strengths and growth opportunities

  • Develop a library of progressive coding challenges that build understanding iteratively

  • Create opportunities for early wins that build confidence and team trust

  • Design processes for capturing and implementing onboarding improvement suggestions

Level 5. Transformative knowledge exchange (senior+)

The highest level of onboarding skill transforms the process from one-way knowledge transfer to multi-directional knowledge exchange. Senior+ Technical Leads create environments where new team members both receive and contribute knowledge from day one.

Advice:

  • Create structured opportunities for new team members to share previous experiences

  • Implement “fresh eyes” reviews where newcomers provide feedback on existing systems

  • Develop processes that capture and evaluate improvement suggestions from new members

  • Create onboarding artifacts that simultaneously serve as training and reference materials

  • Establish innovation challenges that encourage new perspectives on longstanding issues

  • Design cross-generational learning exchanges that benefit both experienced and new members

  • Create mechanisms for sharing onboarding best practices across the organization

To measure the effectiveness of onboarding, technical leads can use performance metrics related to the speed at which new hires reach productivity, as well as feedback from newcomers and team members about the onboarding experience. Surveys and regular check-ins can provide qualitative data that helps in assessing how well new employees are integrating and understanding their roles.

The impact of effective onboarding

Effective onboarding significantly impacts both individual and team performance. It reduces time-to-productivity, improves retention, and preserves critical architectural knowledge. Technical Leads who develop advanced onboarding skills create environments where:

  • New team members contribute value more quickly

  • Team cohesion remains strong despite personnel changes

  • Knowledge transfer happens continuously rather than reactively

  • Both new and existing team members experience growth through knowledge exchange

  • Architectural decisions and rationale are preserved across team transitions

Organizational culture plays a pivotal role in the onboarding process, as it directly influences how new hires perceive their workplace and their comfort level in adapting to team dynamics.

A welcoming and inclusive culture can significantly facilitate the transition, assist new hires in assimilating more rapidly, and foster a sense of belonging, which can boost overall productivity and job satisfaction. Promoters of this are technical leads, who represent the core of company culture.

FAQ

Can technology enhance the onboarding process for technical leads and their teams?

Yes, technology can significantly enhance the onboarding process by providing platforms for training, communication, and collaboration that help streamline the integration of new hires. Tools like digital onboarding portals, project management software, and virtual reality simulations can provide interactive and engaging ways for new employees to learn about their roles and the company culture efficiently.
The effectiveness of onboarding programs can be measured through various metrics such as the time it takes for new hires to reach productivity, employee satisfaction scores, retention rates, and the feedback from regular performance evaluations. Implementing surveys and feedback forms at the end of the onboarding period can also provide direct insights into the areas that are working well and those that need improvement.
Yes, onboarding processes can be effectively adapted for remote teams by utilizing digital tools to replicate the in-person experience. This includes virtual tours of the office, digital meet-and-greets with team members, online training sessions, and regular check-ins via video calls. Cloud-based platforms can be used to share documents and resources, while maintaining regular communication is key to ensuring new hires feel integrated and valued in the team.

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