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Wednesday, April 24, 2019

The Relay Race: Strategic Resource Allocation for Continuous Product Versioning

The process of resource allocation—specifically, the strategic deployment of skilled people—is undeniably one of the trickiest yet most critical aspects of product development. Given the high costs associated with human capital, particularly in the tech industry, it demands careful, proactive planning. However, as any seasoned project or program manager knows, even the most meticulous plans can be thrown into disarray by unforeseen circumstances, shifting priorities, or the inherent complexities of creating and evolving a product.

For one-off, standalone projects, the resource allocation puzzle is, in some ways, slightly simpler. A defined project has a start and an end, with a schedule that dictates when specific resources (developers, testers, designers, etc.) are required. Team members are assembled, allocated for the project's duration (either fully or in a staggered manner, gradually ramping up their involvement), and then typically disband or move to new projects upon completion.

However, the dynamics change significantly when we consider ongoing product development, where new versions of a product are released in periodic cycles. Let's, for simplicity, imagine a product with an annual release cycle, perhaps shipping every October. In this scenario, the resource requirements are far from static throughout the year; they ebb and flow with the different phases of each version's development. Furthermore, and this is the crux of the challenge, work on the next version often needs to commence before the current one has even shipped. This overlap creates a delicate balancing act for resource allocation, akin to a relay race where the baton must be passed smoothly to ensure continuous momentum.

The Rhythmic Demands of a Product Version Cycle

During a typical year-long development cycle for a product version, the demand for different types of resources fluctuates:

  1. Initial Phase (Requirements & Early Design):

    • At the start of the cycle, as requirements for the current version are being finalized and initial high-level design work begins, the need for a full complement of development and testing resources might be lower. Product managers, UX designers, and architects might be more heavily engaged.

  2. Peak Phase (Development, Test, Fix):

    • As the project moves into active development, coding, and integration, resource needs escalate significantly. This is where the phrase "all hands on deck" becomes most applicable. The bulk of the development team is intensely focused on building features, while the QA team ramps up its testing efforts, leading to a cycle of defect identification and fixing. This period often sees the highest resource utilization for the current version.

  3. Tapering Down Phase (Stabilization & Release Preparation):

    • As development and feature testing start to wind down for the current version, and the focus shifts to final bug fixing, performance tuning, documentation, and release preparation, the intense coding effort might lessen.

The Crucial Overlap: Planning for Tomorrow While Delivering Today

It's precisely during this tapering down phase for the current version that the product team must simultaneously initiate substantive work on the  This is not just a "nice-to-have"; it's a strategic necessity for maintaining a competitive edge and a consistent release cadence. Activities for the next version that often need to start before the current version ships include:

  • Identification of New Features: Brainstorming, market research, competitive analysis, and initial feasibility studies for potential new features.

  • Addressing Critical Fixes (from a backlog): Identifying major architectural improvements or refactoring efforts that couldn't be accommodated in the current release but are crucial for the next.

  • Customer Interaction and Feedback Collection: Actively engaging with customers (through surveys, interviews, user forums, beta programs) to identify their most pressing needs, pain points, and desired enhancements for future versions. This feedback is invaluable.

  • Early Prototyping and UX Design: Even the use of more complicated requirements and workflow design involving prototyping, developing sample user interfaces, and exploring new interaction paradigms is something that takes considerable time and creative effort. If these exploratory design and feasibility activities are delayed until after the current version has shipped, it will inevitably eat into the already tight development and design timeline for the next cycle, potentially leading to rushed decisions or compromised quality.

The Resource Allocation Conundrum: Balancing Present and Future

This overlap presents a significant resource allocation challenge. The problem lies in assigning some of your most accomplished developers, experienced architects, and insightful testers to this forward-looking effort, even while there's still a pressing need for their expertise on critical defects, final integration testing, and release support for the current version. These senior resources are often the ones best equipped to tackle the ambiguities of new feature exploration or the complexities of architectural planning for the future.

How do successful teams manage this delicate balancing act?

  • Acknowledging the Need for Parallel Streams: The first step is recognizing that these two streams of work – finalizing the current version and initiating the next – must run in parallel for a certain period. This needs to be factored into overall capacity planning.

  • Strategic Assignment of Key Personnel: Not everyone can or should be pulled into next-version planning simultaneously.

    • Lead Developers/Architects: A small core group of senior technical staff might be tasked with leading the initial technical feasibility, architectural spikes, and high-level design for key new features of the next version.

    • Product Managers & UX Designers: These roles are often heavily involved in the early stages of the next version, defining the "what" and "why," and exploring user experience concepts.

    • Select Testers: Involving experienced QA leads or testers in early design reviews and prototype evaluations for the next version can help identify potential usability or testability issues much earlier.

  • Fluidity in Resource Allocation (The Art of the Juggle):
    This is where skilled program/project management, in conjunction with technical leads and product management, becomes critical. As you astutely observed, teams that have been working on multiple versions over the years have learned how to do this. The amount of resource allocation often needs to be fluid.

    • Partial Allocation: Individuals might split their time, dedicating a certain percentage of their week to next-version planning while still being available for critical current-version tasks.

    • Phased Transition: Some team members might transition more fully to the next version's work earlier than others, especially once their primary responsibilities for the current version are substantially complete.

    • Task-Based Switching: People might move between focusing on the current version and the next version even during the course of a single workday. For instance, a developer might spend the morning on a critical bug fix for the upcoming release and the afternoon exploring a new technology for the subsequent version.

  • Minimizing Chaos: The Managerial Tightrope:
    While fluidity is necessary, it's crucial that these shifts are managed carefully to avoid excessive context switching and team member burnout. The intention should be that "these changes are not too chaotic, since that could unnerve even the most rational of people."

    • Clear Communication: Team members need clear communication about their shifting priorities and how their time is expected to be divided.

    • Defined Responsibilities (even if temporary): Even if someone is splitting time, having clarity on what they are accountable for in each stream of work is important.

    • Protection from Overload: Program/project managers and leads must be vigilant in protecting team members from being pulled in too many directions simultaneously or being overloaded with conflicting demands. This requires careful workload management and prioritization.

    • Trust and Empowerment: Empowering senior team members to manage their time effectively between these concurrent demands, within agreed-upon priorities, can foster a sense of ownership.

The Role of Leadership in Navigating the Overlap:

The successful navigation of this resource allocation challenge heavily relies on the coordinated efforts of key leadership roles:

  • The Program/Project Manager (PgM/PM): Orchestrates the overall plan, monitors resource utilization, facilitates communication between the "current version" and "next version" efforts, and manages risks associated with resource contention. They are key in ensuring that the "fluster factor" is minimized.

  • Technical Leads (Dev Lead, Test Lead, Architect): Provide technical guidance for both streams, help identify which team members are best suited for early next-version work, and ensure that technical decisions for the next version are sound. They play a crucial role in mentoring team members who are splitting focus.

  • The Product Manager: Drives the vision and feature prioritization for the next version, ensuring that the early planning efforts are focused on the most valuable initiatives. They work closely with UX and engineering to define what needs to be explored.

These leaders need to work in close concert, constantly communicating and adjusting the plan as needed. Their ability to "handle this process carefully, being careful not to fluster the people working on this too much," is indeed paramount. When managed well, it can work "just fine," leading to a smooth transition and a well-prepared start for the subsequent development cycle.

Benefits of Proactive Next-Version Resource Allocation:

  • Reduced Time-to-Market for Future Versions: Starting early on requirements, design, and technical feasibility for the next version significantly shortens its overall development cycle.

  • Higher Quality Next Version: More time for thoughtful design, prototyping, and technical exploration leads to better-architected and more user-friendly features.

  • Improved Team Morale and Skill Development: Allowing experienced team members to work on new challenges and innovative features for the next version can be highly motivating and provide opportunities for skill growth. It prevents stagnation.

  • Better Risk Mitigation for Future Features: Early feasibility studies and prototyping for complex new features can identify and mitigate risks before significant development investment is made.

  • Continuous Innovation: Ensures the product doesn't just get maintained but actively evolves to meet changing market demands and customer expectations.

Conclusion: The Unseen Engine of Continuous Improvement

Resource allocation for the next product version, while the current one is still in its final throes, is a complex but essential discipline in the world of iterative product development. It’s the unseen engine that drives continuous improvement and ensures that a product doesn't just meet today's needs but is also well-positioned to meet tomorrow's.

It requires a delicate balance – the focus and intensity to ship the current release with high quality, coupled with the foresight and strategic deployment of key talent to lay the groundwork for future success. While the "all hands on deck" mentality is crucial for critical phases of an imminent release, a wise organization also knows when to strategically assign some of its best minds to scout ahead, design the next blueprints, and ensure that the relay baton is passed seamlessly. With careful planning, fluid management, clear communication, and a leadership team adept at managing these concurrent demands, this challenging balancing act can indeed "work just fine," paving the way for a sustained rhythm of innovation and delivery.

Further References & Learning:

Books on Product Management, Project Management, and Resource Allocation (Available on Amazon and other booksellers):

"Inspired: How to Create Tech Products Customers Love" by Marty Cagan (Buy book - Affiliate link): Focuses heavily on product discovery, vision, and strategy – all crucial for planning next versions.

"The Lean Product Playbook: How to Innovate with Minimum Viable Products and Rapid Customer Feedback" by Dan Olsen (Buy book - Affiliate link): Discusses iterative development and focusing resources on validated learning.

"Project Management for The Unofficial Project Manager" by Kory Kogon, Suzette Blakemore, James Wood (Buy book - Affiliate link): A practical guide to project management fundamentals, including resource planning.

"Strategic Management of Technology and Innovation" by Robert A. Burgelman, Clayton M. Christensen, Steven C. Wheelwright (Buy book - Affiliate link): Covers broader topics of managing innovation and product lifecycles.


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