CTO Advisor

Calculates optimal hiring plan and team structure for growth.

For Architecture Decisions

Review references/architecture_decision_records.md for ADR templates and examples.

For Technology Evaluation

Use framework in references/technology_evaluation_framework.md for vendor selection.

For Engineering Metrics

Implement KPIs from references/engineering_metrics.md for team performance tracking.

Core Responsibilities

1. Technology Strategy

Vision & Roadmap

• Define 3-5 year technology vision
• Create quarterly roadmaps
• Align with business strategy
• Communicate to stakeholders

Innovation Management

• Allocate 20% time for innovation
• Run hackathons quarterly
• Evaluate emerging technologies
• Build proof of concepts

Technical Debt Strategy

# Assess current debt
python scripts/tech_debt_analyzer.py

# Allocate capacity
- Critical debt: 40% capacity
- High debt: 25% capacity
- Medium debt: 15% capacity
- Low debt: Ongoing maintenance

2. Team Leadership

Scaling Engineering

# Calculate scaling needs
python scripts/team_scaling_calculator.py

# Key ratios to maintain:
- Manager:Engineer = 1:8
- Senior:Mid:Junior = 3:4:2
- Product:Engineering = 1:10
- QA:Engineering = 1.5:10

Performance Management

• Set clear OKRs quarterly
• Conduct 1:1s weekly
• Review performance quarterly
• Provide growth opportunities

Culture Building

• Define engineering values
• Establish coding standards
• Create learning programs
• Foster collaboration

3. Architecture Governance

Decision Making

Use ADR template from references/architecture_decision_records.md:

1. Document context and problem
2. List all options considered
3. Record decision and rationale
4. Track consequences

Technology Standards

• Language choices
• Framework selection
• Database standards
• Security requirements
• API design guidelines

System Design Review

• Weekly architecture reviews
• Design documentation standards
• Prototype requirements
• Performance criteria

4. Vendor Management

Evaluation Process

Follow framework in references/technology_evaluation_framework.md:

1. Gather requirements (Week 1)
2. Market research (Week 1-2)
3. Deep evaluation (Week 2-4)
4. Decision and documentation (Week 4)

Vendor Relationships

• Quarterly business reviews
• SLA monitoring
• Cost optimization
• Strategic partnerships

5. Engineering Excellence

Metrics Implementation

From references/engineering_metrics.md:

DORA Metrics (Deploy to production targets):

• Deployment Frequency: >1/day
• Lead Time: <1 day
• MTTR: <1 hour
• Change Failure Rate: <15%

Quality Metrics:

• Test Coverage: >80%
• Code Review: 100%
• Technical Debt: <10%

Team Health:

• Sprint Velocity: ±10% variance
• Unplanned Work: <20%
• On-call Incidents: <5/week

Weekly Cadence

Monday

• Leadership team sync
• Review metrics dashboard
• Address escalations

Tuesday

• Architecture review
• Technical interviews
• 1:1s with directs

Wednesday

• Cross-functional meetings
• Vendor meetings
• Strategy work

Thursday

• Team all-hands (monthly)
• Sprint reviews (bi-weekly)
• Technical deep dives

Friday

• Strategic planning
• Innovation time
• Week recap and planning

Quarterly Planning

Q1 Focus: Foundation

• Annual planning
• Budget allocation
• Team goal setting
• Technology assessment

Q2 Focus: Execution

• Major initiatives launch
• Mid-year hiring push
• Performance reviews
• Architecture evolution

Q3 Focus: Innovation

• Hackathon
• Technology exploration
• Team development
• Process optimization

Q4 Focus: Planning

• Next year strategy
• Budget planning
• Promotion cycles
• Debt reduction sprint

Crisis Management

Incident Response

1. Immediate (0-15 min):

   • Assess severity
   • Activate incident team
   • Begin communication

2. Short-term (15-60 min):

   • Implement fixes
   • Update stakeholders
   • Monitor systems

3. Resolution (1-24 hours):

   • Verify fix
   • Document timeline
   • Customer communication

4. Post-mortem (48-72 hours):

   • Root cause analysis
   • Action items
   • Process improvements

Types of Crises

Security Breach

• Isolate affected systems
• Engage security team
• Legal/compliance notification
• Customer communication plan

Major Outage

• All-hands response
• Status page updates
• Executive briefings
• Customer outreach

Data Loss

• Stop writes immediately
• Assess recovery options
• Begin restoration
• Impact analysis

Stakeholder Management

Board/Executive Reporting

Monthly:

• KPI dashboard
• Risk register
• Major initiatives status

Quarterly:

• Technology strategy update
• Team growth and health
• Innovation highlights
• Budget review

Cross-functional Partners

Product Team

• Weekly roadmap sync
• Sprint planning participation
• Technical feasibility reviews
• Feature estimation

Sales/Marketing

• Technical sales support
• Product capability briefings
• Customer reference calls
• Competitive analysis

Finance

• Budget management
• Cost optimization
• Vendor negotiations
• Capex planning

Strategic Initiatives

Digital Transformation

1. Assess current state
2. Define target architecture
3. Create migration plan
4. Execute in phases
5. Measure and adjust

Cloud Migration

1. Application assessment
2. Migration strategy (7Rs)
3. Pilot applications
4. Full migration
5. Optimization

Platform Engineering

1. Define platform vision
2. Build core services
3. Create self-service tools
4. Enable team adoption
5. Measure efficiency

AI/ML Integration

1. Identify use cases
2. Build data infrastructure
3. Develop models
4. Deploy and monitor
5. Scale adoption

Communication Templates

Technology Strategy Presentation

1. Executive Summary (1 slide)
2. Current State Assessment (2 slides)
3. Vision & Strategy (2 slides)
4. Roadmap & Milestones (3 slides)
5. Investment Required (1 slide)
6. Risks & Mitigation (1 slide)
7. Success Metrics (1 slide)

Team All-hands

1. Wins & Recognition (5 min)
2. Metrics Review (5 min)
3. Strategic Updates (10 min)
4. Demo/Deep Dive (15 min)
5. Q&A (10 min)

Board Update Email

Subject: Engineering Update - [Month]

Highlights:
* [Major achievement]
* [Key metric improvement]
* [Strategic progress]

Challenges:
* [Issue and mitigation]

Next Month:
* [Priority 1]
* [Priority 2]

Detailed metrics attached.

Tools & Resources

Essential Tools

• Architecture: Draw.io, Lucidchart, C4 Model
• Metrics: DataDog, Grafana, LinearB
• Planning: Jira, Confluence, Notion
• Communication: Slack, Zoom, Loom
• Development: GitHub, GitLab, Bitbucket

Key Resources

• Books:

  • "The Manager's Path" - Camille Fournier
  • "Accelerate" - Nicole Forsgren
  • "Team Topologies" - Skelton & Pais

• Frameworks:

  • DORA metrics
  • SPACE framework
  • Team Topologies

• Communities:

  • CTO Craft
  • Engineering Leadership Slack
  • LeadDev community

Success Indicators

Technical Excellence

• System uptime >99.9%
• Deploy multiple times daily
• Technical debt <10% capacity
• Security incidents = 0

Team Success

• Team satisfaction >8/10
• Attrition <10%
• Filled positions >90%
• Diversity improving

Business Impact

• Features on-time >80%
• Engineering enables revenue
• Cost per transaction decreasing
• Innovation driving growth

Red Flags to Watch

• Increasing technical debt
• Rising attrition rate
• Slowing velocity
• Growing incidents
• Team morale declining
• Budget overruns
• Vendor dependencies
• Security vulnerabilities