# The Startup CTO's Handbook

Table of contents of the book The Startup CTO's Handbook: Essential skills and best practices for high performing engineering teams. The book is also available as a single markdown file.

1. Introduction

The Author

Using this Book

2. Business Processes

3. People & Culture

3.1 Management Fundamentals

The Professional Skill Tree

Kaizen: Continuous Improvement

Coaching

Find a Management Mentor

1:1 MEETINGS

SKIP-LEVEL MEETINGS

COACHING MANAGERS

1:1 Meetings with Engineers

1:1 Content and Agenda
1:1 Playbooks
Radical Candor

Benefits of Overcommunication

EMAIL
SYNCHRONOUS CHAT
ASYNCHRONOUS COMMUNICATION
ASYNCHRONOUS CULTURE
DOCUMENTATION
On Acronyms at Work

Meetings and Time Management

TIME MANAGEMENT
MEETING TIMING
ENGINEER'S TIME RECOMMENDATION

The HIPPO

TO-DO LISTS
CALENDAR RETROSPECTIVES AND TIME BALANCE

Mini Management Frameworks

THREE STAGES OF MANAGEMENT PROBLEM-SOLVING
TEAM-BASED DECISIONING MODELS
Two Types of Decisions
BREAKING TIES
Task Triage The Urgent/Important Matrix
PEOPLE-PUZZLE SOLVER
Joining a Team
Being Promoted into Management/Leadership
Actionable Management Tips
BEING HIRED TO LEAD
Giving Technical Advice to Friends/Strangers
Traffic: Funnels and Umbrellas
Your First Team

Working With The CEO

ALIGNING SPECIFIC OBJECTIVES
ALIGNING BUSINESS DIRECTION
ALIGNING CULTURE AND VALUES

Delivering Bad News

Speaking the Language of Your Audience

Technical Communication Best Practices

3.2 Hiring and Interviewing

Hire like a Startup

Speed is Your Friend!

WHEN TO HIRE: HEADCOUNT PLANNING

ROLE NEED/TEAM GAP
ROLE PRIORITIZATION AND TIMING
BUDGETING FOR NEW HIRES

Hiring Goals and Objectives

EFFICIENCY
SUCCESS RATE
CANDIDATE EXPERIENCE
EQUITABLE OPPORTUNITIES
SCALABILITY

The Job Description

Surveying the Market
Creating Clarity on a Role
Job Descriptions as an Advertisement

Sourcing Candidates

INBOUND RECRUITING
OUTBOUND RECRUITING
REFERRALS

A Note on the Mathematics of Incentivizing Referrals

Interviewing Best Practices

REJECTED CANDIDATES OPINIONS MATTER
BE TIMELY AND MAKE SCHEDULING EASY
ASK ONLY NEW QUESTIONS
AVOID BIASES
USAGE OF AN APPLICANT TRACKING SYSTEM (ATS)
SELLING CANDIDATES

Intake Forms

Intake Form Questionnaire
Phone Screen

Culture Interview

Coding Challenge

Predictive Ability
Candidate Experience and Drop-Off

Technical Interviews

METHODOLOGY
Technical Focus Interview Guide
Hiring Juniors vs. Seniors
The Interview Itself

Executive interviews

Reference Checks

TIMING
CONTENT
Making an Offer
PRESENTING THE OFFER

3.3 Onboarding

Boy Scout Rule: Onboarding

Onboarding to the Team vs. the Company
Onboarding Documentation
THE ENGINEERING GUIDEBOOK
WELCOME TO [YOUR COMPANY NAME] ENGINEERING, DAY 1 GUIDE
Onboarding Milestones aka The Ninety-Day Scorecard
THE SCORECARD
HANDLING A SCORECARD FAILURE
LETTING A NEW EMPLOYEE GO
Onboarding Timeline

3.4 Performance Management

Competency Matrix and Leveling
OVERVIEW
Creating the Competency Matrix
Compensation and Leveling
Competitive Rates & Market Rate Data
Job Titles
Engineering Individual Contributor Titles
Manager Titles
Performance Reviews, Surveys and Promotions
Review Cadence
Reviewer Selection
Review Questions
Review Format
Result Calculation
Result Discussion
Compensation Adjustment Rollout

Performance Improvement Plans (PIPs)

Changing Seats

Brilliant Jerks

Firing

3.5 Team Makeup

Seniority Makeup

Technical Specialization

Project Maintenance: The Two Crews Philosophy

Team Organization

Managing Remote Teams

Documentation
Asynchronous Work
In-Person Meetups
Time Zone Overlap
Create Social Opportunities
Camera On
Recording Meetings

3.6 Leadership Responsibilities

Product and Design Teams

Design Systems

PRDs and Specs

EPD

Product vs. Project Management

Managing Managers and Manager Training

Finances and Budgeting

The Budget

Working with your CFO

Measuring Engineering Velocity/Health

Cycle Time
Work Time Allocation

Fundraising and Due Diligence

Vendor Management

Self-Service Signup Tools
Enterprise Tooling
Sales Qualification
Negotiation
Signing
Post-Sales

3.7 Which Type of Startup CTO Are You?

The Tech-Focused CTO AKA The Chief Architect

The People-Focused CTO AKA the VP of Engineering (VPE)

The Externally Focused CTO AKA The Head of Technical Sales/Marketing

Transitioning Between Types

4. Technical Team Management

4.1 Tech Culture and General Philosophy

Ten Pillars of Tech Culture

4.2 Tech Debt

Tech Debt And The Product Lifecycle

Defining Tech Debt
Tech Debt Bankruptcy
Measuring Debt The Debt Inventory
Strategies For Paying Down Debt
Just-In-Time Payment
Periodic Paydown
Continuous Paydown

Communication of Tech Debt

4.3 Technology Roadmap

Timeframes

Short-Term/Horizon One
Medium-Term/Horizon Two
Long-Term/Horizon Three
Timeline Communication

4.4 Tech Process

Workflow

Waterfall
Agile/Scrum
Shape Up

Engineering Estimates

Burndown Charts

Choosing A Workflow

Cooldown/Innovation Sprints

Technical Planning And Specifications

Tech Spec Leads
Time For Planning

Prototyping as Part of Spec Writing!

Tech Spec Content

Tech Spec Approval

Review Goals
Review Process
Leaders In Specification Review Meetings
Technical Specifications As Documentation

4.5 Developer Experience (DX)

Prioritizing Developer Experience

Easy Developer Experience Wins

Changing Tools For Developer Experience

5 Tech Architecture

5.1 Architecture

Domain-Driven Design

High-Level Patterns
Monolithic Architecture
Service-Oriented Architecture (Soa)/Microservices
Choosing Between A Service-Oriented Architecture And A Monolith
Source Control for Service-Oriented Architectures: monorepo and manyrepo
The Distributed Monolith

Writing Readable, Good Code

Choice Of Language And Ecosystem
Code Style And Formatting
Static Code Analysis
Greenfield vs. Brownfield

Coding Patterns

Object-Oriented Programming (OOP)
Purity
Functional Programming
Extreme Programming And Test-Driven Development (TDD)
Dependency Injection
Domain-Driven Design

API Contracts

API Design Governance
API Architecture
HTTP-Based APIs
Non-HTTP APIs

Documentation

Idempotency

Idempotency Keys

5.2 Data And Analytics

Transactional Data

Analytical Business Intelligence Data

Behavioral Data

General Tips And Best Practices For Architecture Design

Put Business Logic In The Backend
Make Services Externalizable
Use As Few Languages As Possible

5.3 Tools

Implementing Internal Technology Radar

Boring Technology

Tool Cost

Budget

Tracking

5.4 DevOps

Four Key Metrics (DORA)

Reproducibility

Containerization

Container Management Best Practices
Design Containers to Build Once/Run Anywhere
Build Images in CI
Use a Hosted Registry
Keep Image Sizes as Small as Possible
Dockerfile Best Practices
Container Orchestration
Hosted Container Management
Self-Managed/Kubernetes
ClickOps vs. IaC

Continuous Integration

Continuous Deployment

Feature Branch Environments

Managing DNS

Decoupling Shipping Code from Shipping Features (Feature Toggles)

System Monitoring: APMs and RUMs

5.5 Testing

Testing/Quality Assurance Teams

Test Quality

What To Test

Testing Type Comparison

Unit Tests

Integration Tests

End-To-End Tests

Visual Regression Testing
Manual Testing
Specialized Manual Testing
Unspecialized Manual Testing

Semi-Automated Testing

5.6 Source Control

Peer Review

Ship, Show, Ask

Branching Models

Long-Lived Vs. Short-Lived Branches

5.7 Production Escalations

Implementing Escalators

ROOT CAUSE ANALYSIS (RCA) EXERCISES

RCA Documents
RCA Meetings And Timeline
Choosing the RCA Lead Author
Scheduling RCA Remediation Work

5.8 IT

5.9 Security and Compliance

Auth Security Terminology

Security At Startups

Compliance

6. Conclusion: Measuring Success

7. Book References

7.1 Digital References

8. About the author

9. About the publisher