Walking the delicate balance of transparency

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I’ve written before about How I use progress reports to stay on track.

Join 38,000 others and follow Sean Hull on twitter @hullsean.

I think it’s an interesting topic, and an important one.

While I do believe transparency is important when working with clients, that doesn’t mean it’s easy.

1. I start with daily notes

As I mentioned above I think they’re important. They provide visibility, improve trust, and keep me on track. They also help me remember what was happening on particular days. They’re like breadcrumbs on the path to building solutions.

Related: How to hire a developer that doesn’t suck

2. Notes can highlight organizational dysfunction

Often in my notes, there are details of who I coordinate to get what done. Perhaps I need credentials to reach a particular server. But to get those, I need an email address. And to get that, someone in department X must set that up. And there are delays with that process.

Those delays can cascade through the onboarding process, frustrating everyone. Although the operations team is read and raring to go, the finance or legal team is not quite ready, and there are delays there. Or there are hiccups in some other frequent business process.

Related: Why generalists are better at scaling the web

3. Notes can highlight task complexity

Sometimes I hear the phrase “That should be simple to do”. Only to find the devil buried in the details. As we put boots on the ground, we find there are many dependent tasks that are not finished. So those must be completed first.

In this case I think complexity of notes is a real triumph. For CTOs that are more management oriented, they may not have day-to-day understanding of coding complexity. And that’s ok. But when that complexity is laid out in all it’s gory detail it can be a real educational experience.

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4. For some CTOs high level is better

For some CTOs, they don’t want to slog through endless notes about setting up credentials, or problems with permissions of keys on server X or Y.

While in these cases I still collect the detail, I may also add some high level bullet points, that focus on what all these underlying parts are in service of.

Related: When you have to take the fall

5. Be prepared for archeological surprises

Inevitably there will be surprises. Whether department X does not know what department Y is doing. Or whether setting up an aws account takes two days, instead of two hours. Be prepared.

Inevitably I find these all help communication. And since I’ve been keeping them, I’ve never had a customer balk at an invoice. Notes don’t lie!

Related: Why i ask for a deposit

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How I use 5 daily habits to help me stay on track

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1. Keep a tight todo list

I shoot for five tasks on my todo list. Be sure they are small, 15-30 minute tasks because things have a way of ballooning. If what you’re doing takes longer, break it down into smaller pieces. This keeps you moving, and always making progress.

You might be tempted to have more items. But chances are you’ll spend an hour on emails and time on phone calls, and other distractions. And there will be preemptive tasks that suddenly require your attention. So keeping this list small, allows you to hit close to 100% success.

Sure there will be days when you’re *more* productive. It doesn’t hurt to pull some items off the long term list. ๐Ÿ™‚

Related: When you have to take the fall

2. Zero inbox

I’m relentless about this. Terse replies, stay focused, and remember the reward you’ll give yourself when you finish your day.

Related: Why generalists are better at scaling the web

3. Take a break every hour or two

Smokers have an easy time with this. And perhaps coffee drinkers. If you’re anyone else, you may get into the habit of staying in your chair. Don’t. Regular breaks promote creative thinking, and physically moving helps get the mind in motion too.

Sometimes when I work in a coffeeshop I don’t bring my charger. That way I’m forced to take a break when the battery runs low.

Related: Why i ask for a deposit

4. Reward yourself

Pat yourself on the back when you complete all your tasks. If it’s 4pm, so be it. Jet a bit early. You know there will be other days when you’re working until 8pm too. Promise yourself something when you finish. A treat, or a stroll through the park, or an extra ten minutes to walk your dog, or a frosty IPA. Whatever it is, rewards help remind is we’ve done well.

Related: How to hire a developer that doesn’t suck

5. Always be networking

If you’re in a FT role, you may do most of your socializing with coworkers. That’s fine, but be sure to go to some regular meetups too. And followup with people. Maybe even give a few talks now and then. Networking is the most surefire way to build your career and always be growing. And it’s a little bit each day that it takes to build lasting momentum.

Related: How do I migrate my skills to the cloud?

Get more. Grab our exclusive monthly Scalable Startups. We share tips and special content. Our latest Why I don’t work with recruiters