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From Engineer to Technical Manager

A Survival Guide

Sundog Education by Frank Kane, Frank Kane, and Sundog Education Team

Hey, you got promoted to manager. Congratulations. But... moving from an individual contributor role to a managerial one is more challenging than any engineering problem you may have faced. Managing people is a lot different from managing machines.

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Hey, you got promoted to manager. Congratulations. But... moving from an individual contributor role to a managerial one is more challenging than any engineering problem you may have faced. Managing people is a lot different from managing machines.

I'm Frank Kane, and I'm here to help you through it. I made the transition from software engineer, to manager, and ultimately senior manager at Amazon's headquarters in Seattle. And I did it while maintaining the highest review ratings and low team turnover in a very challenging environment. There's a lot about management I had to learn the hard way, but I'm going to share those tips for success - with you - in this course.

At this end of this course, you'll be driving results with your team that are much bigger than what you could have achieved yourself. And you'll know the most common pitfalls for new technical managers, and how to avoid them. In short, you'll be set up for success as you move from managing machines to managing people.

This course covers:

  • The most important survival tips for new managers

  • How to deliver results from your new team

  • The basics of people management nobody taught you

  • Hiring the best people for your team, and letting go of those who are holding your team back.

  • Working effectively with upper management

  • How to build and maintain morale on your team to keep it productive

  • Tips on growing your own career in management over time

I designed this course for engineers or technicians moving into their first management role, but early-career managers will also benefit from these tips. Or, maybe you're just considering making the move from individual contributor to manager, and want to know what you're getting into - this course can help with that, too.

This course is full of practical tips and activities; we don't mince words or waste time on empty business-speak. Choose to maximize your chance of becoming a great manager - enroll now, or check out the free preview lectures to see if this course is for you.

This course was created by an experienced human - no generative AI or ChatGPT was used to generate its content.

Enroll now

What's inside

Learning objectives

  • Thrive in your transition from individual contributor to manager or team lead
  • Avoid common pitfalls of engineers moving into management
  • Optimize the morale and productivity of your new team
  • How to recruit the best people to your team
  • Best practices for letting someone go
  • Building productive relationships with senior management
  • Effective time management - how to handle all those new meetings and messages

Syllabus

Determine if this course is for them, and what to expect from it.
Using this course

Learn what we'll cover in this course, and the instructor's qualifications (Frank Kane).

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Thrive in the transition from engineer to manager, and avoid common pitfalls.
Introduction: Survival Tips

Letting go of your programming and technical duties is difficult for new managers, but essential for managing the new demands on your time and responsibilities.

As an individual contributor, you're used to trying to make yourself look good - but as a manager, it's more important for your team to look good. Resist the temptation to take credit for your team's accomplishments.

Remember that as a manager, you are now a role model for your team. They will emulate your good behaviors and the bad - so be conscious of the behavior you exhibit. Don't bad-mouth others or complain; just get stuff done and your team will too.

Managing your time with all the new meetings encroaching on your schedule is a difficult part of the transition to management. Here's my system for inbox management and keeping track of outstanding tasks; it keeps your inbox at zero and minimizes your stress since you don't need to worry about messages you haven't read yet, or losing track of the things you need to get done.

Time management techniques only work if you have the discipline to apply them consistently. Here are a few tips for doing that.

Maintaining focus as a manager is even harder than it was as an engineer. Here are some basic tips for quickly getting things done when you need to produce something, and minimizing distractions while you try to get and stay within "the zone."

You have enough to do without taking on tasks that don't really add value. Learn how to say "no" to assignments that aren't a good use of your time, or delegate assignments to your team when appropriate.

Apply the time management techniques we've discussed to achieve Inbox Zero!

As an engineer, you were all about tactics - how to get things done. But as a manager, you'll need to understand the strategy behind these projects and how they serve the larger company. Tactics flow from strategy, and understanding business strategy is essential to your growth as a manager.

Force yourself to understand the STRATEGY behind the goals your team has. Why are they important to the business?

Maximize the productivity and results your new team creates.
Introduction: Delivering Results

A common failure mode is taking on more than your team can handle. Learn tips for making realistic estimates for your team's capacity - it's very different from estimating how long it takes you as an individual to do something.

Tactics: How things get done
Pushing things forward

You need to remain aware of your team's status and availability. Here's some advice for staying in the loop in what your team as a whole is doing and the challenges they face. As a new manager, it's tempting to still focus on your own problems - but now you have to focus on your team's problems as well.

Your main job as a manager is to get things done, using the resources of your team. A very effective way to get more things done on time is to avoid overcomplicating them. We'll talk through some examples of designing systems that optimize for simplicity, which maximizes the likelihood of them finishing on time and without unexpected problems. Simplicity also minimizes future maintenance requirements and "technical debt" going forward.

A tool for arriving at simple designs is "working backwards," a technique followed at Amazon to design systems that primarily aim to build a specific customer experience in the most straightforward manner possible. "Working forwards" by starting with a trendy technology you just want to play with often leads to overly complex, sub-optimal solutions to business problems.

Practice working backwards in a case study of a business goal you've been tasked to achieve.

Manage the growth and productivity of individuals on your team
Introduction: People Management Basics

Regular one-on-one meetings with the people on your team are important tools for keeping them motivated and productive. We'll talk through some of the things you might want to cover in each 1:1 meeting. Part 1 of 2.

Regular one-on-one meetings with the people on your team are important tools for keeping them motivated and productive. We'll talk through some of the things you might want to cover in each 1:1 meeting. Part 2 of 2.

This animated mock 1:1 meeting illustrates the important agenda items a 1:1 meeting should have, to ensure each employee is on track for their performance and career goals, and nobody is surprised by negative or positive feedback later on.

You'll learn some basic techniques for handling difficult, emotionally-charged conversations with individuals on your team, such as active listening or reflective listening.

In this animated scenario, an engineer on your team is angry at a co-worker, and it's your job to defuse the situation and work toward a solution.

Managing employees' growth

Active listening isn't limited to the workplace! Find an opportunity to practice it, perhaps at home. It may feel unnatural at first, but with practice it becomes basic empathy.

Recruit the best people to your team, and manage out those who are dragging it down.
Section Intro: Hiring and Firing
Raising the bar

There is intense competition for engineering talent; learn some unconventional ideas for sourcing new engineering candidates that will put you ahead in finding new talent before everyone else.

Dealing with performance issues on your team is the most difficult thing a new manager will be asked to do. Understand why it is so important not to shy away from this task.

The first time I had to fire someone, it went horribly. I had never had to do something bad to someone else before. Learn from my mistakes, so you don't learn the hard way (like I did.)

We've seen how NOT to fire someone, so now let's talk about how the process SHOULD go. The good news is, it doesn't always have to end in firing - when done well, the employee will find a role that's a better fit on their own before it comes to that.

Not all separations of employment are done for-cause; sometimes your company decides to scale back in a way that affects your team. This is a very different situation and we'll talk about some ways of handling it.

In this activity, you'll address a performance issue on your team head-on. Draft a performance improvement plan (PIP) and practice setting appropriate goals for one.

Create a productive and collaborative relationship with senior leaders
Section Intro: Working with Upper Management

The people on your team aren't the only relationships you need to manage; you also need to manage the relationship with your own boss, and above. It really comes down to open communication and understanding the goals of those above you.

In many corporate cultures, it's OK to push back against decisions you don't agree with - but if the final decision is to do it anyway, as a manager you need to get behind it and still motivate your team to do it.

Things don't always go according to plan, and how you handle these situations can affect the morale of yourself and your team. Here are some ways to try and turn bad outcomes into new opportunities.

As an engineer, you probably never thought you'd be in front of the CEO and expected to behave like an executive. Here are the basic rules of upper-level meetings nobody ever told you.

How do you survive being on the hotseat? It comes down to being prepared, and admitting when you don't know something - and quickly following up on the tasks you were given.

Getting behind a decision you didn't agree with is difficult. Practice understanding the strategy behind such a decision in your own company.

Create a cohesive, highly productive team that enjoys coming to work
Section Intro: Building Morale

You can use tribalism as a force for good! Your team will feel cohesive and productive if they're all in it together to achieve a larger goal - your job as a manager is to communicate that goal and the progress toward it.

Does your team even know what its goals are? It's all too easy as a new manager to take team goals as your own goals, but your team needs to be aware of them too. It helps morale to know they are working together toward something bigger.

Keep the right people on the bus

Sometimes projects get cancelled, and it can be demoralizing for a team. Here are some tips for getting through it while keeping your team happy and focused on the next project.

This activity is simple: apply what you've learned in this section to your own team.

Position yourself for progression along the managerial track
Section Intro: Your Continued Growth

A lightning round of tips for furthering your own career as a manager: find a mentor, seek to understand the business side of things, learn from the decisions you don't understand, observe upper management and learn from them, and build good relationships outside of your own organization.

As a new manager, a mentor outside your chain of command can provide very helpful advice and perspective. So, find one!

Apply what you've learned to your new career
Now go captain your ship
Thanks for watching!
Bonus lecture

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
It covers the most important survival tips for new technical managers, such as how to avoid common pitfalls and maintain focus amidst the transition from engineer to manager
Teaches how to deliver results through effective time management and prioritization techniques
Provides practical guidance on building and maintaining a cohesive, high-performing team with strong morale
Covers essential people management basics, including effective one-on-one meetings, performance management, and handling difficult conversations
Teaches how to effectively recruit the best people for your team and manage out those who are not meeting expectations
Provides insights into creating a productive and collaborative relationship with senior leaders, including how to communicate effectively and navigate upper-level meetings

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Activities

Coming soon We're preparing activities for From Engineer to Technical Manager: A Survival Guide. These are activities you can do either before, during, or after a course.

Career center

Learners who complete From Engineer to Technical Manager: A Survival Guide will develop knowledge and skills that may be useful to these careers:
Engineering Manager
An Engineering Manager, also known as a Technical Manager, could benefit immensely from the 'From Engineer to Technical Manager: A Survival Guide' course. This course will help build a foundation for a new manager to lead their engineering team, while also servicing as a quick reference guide for current managers. From handling difficult conversations, to recognizing signs of struggle, to hiring and firing, the material presented will help an Engineering or Technical Manager excel at their job.
Team Lead
In a similar vein to Engineering or Technical Managers, Team Leads can benefit greatly from this course material. Leading a productive team is a skill in itself, including knowing when to step in, how to listen, and how to best manage your time so that you can get the most out of your team. Additionally, having the skills to hire and fire when necessary is a key component to a successful team.
Software Architect
Software Architects can learn how to better interact with management and their team through this course. It includes material on working with senior management, having difficult conversations, and maximizing a team's productivity. This course provides an overview of skills needed to be successful as a manager, which will be useful for a Software Architect who will be working closely with leads and managers.
Technical Program Manager
A Technical Program Manager is similar to an Engineering or Technical Manager, in that they are responsible for the success of their team's projects and outcomes. This course will help build a foundation for a new manager to lead their team, while also servicing as a quick reference guide for current managers. From handling difficult conversations, to recognizing signs of struggle, to hiring and firing, the material presented will help a Technical Program Manager excel in their work.
Senior Software Engineer
This course will help someone in a Senior Software Engineer role learn how to work most effectively with their manager. It includes tips for one-on-one meetings, how to maximize productivity and results, and even how to handle conflicts which may arise. In addition to skills which may be helpful to managing upward, this course also covers essential skills for those who aspire to move into management.
Chief Technology Officer
This course may be useful for preparing for the responsibilities of a Chief Technology Officer. The material includes strategies for working with senior management, managing your time, and understanding the business strategy.
Project Manager
A project manager may find some useful information in this course. The course includes a lot of strategies and tactics for managing teams of people and for seeing projects to completion.
Data Analyst
While this course is primarily focused on managing people and teams, a Data Analyst may find some of the strategies for managing time and working with senior management to be useful.
Systems Engineer
A Systems Engineer may find this course useful for developing the skills needed to manage teams of people. The course includes a lot of strategies and tactics for managing time, working with senior management, and seeing projects to completion.
Computer Scientist
A Computer Scientist may find this course useful as a way to develop management skills. The course includes a lot of strategies and tactics for managing time, working with senior management, and seeing projects to completion.
Software Developer
This course may be useful for a Software Developer who is interested in moving into a management role. The course includes a lot of strategies and tactics for managing time, working with senior management, and seeing projects to completion.
Web Developer
This course may be useful for a Web Developer who is interested in moving into a management role. The course includes a lot of strategies and tactics for managing time, working with senior management, and seeing projects to completion.
Database Administrator
This course may be useful for a Database Administrator who is interested in moving into a management role. The course includes a lot of strategies and tactics for managing time, working with senior management, and seeing projects to completion.
Network Administrator
This course may be useful for a Network Administrator who is interested in moving into a management role. The course includes a lot of strategies and tactics for managing time, working with senior management, and seeing projects to completion.
IT Specialist
This course may be useful for an IT Specialist who is interested in moving into a management role. The course includes a lot of strategies and tactics for managing time, working with senior management, and seeing projects to completion.

Reading list

We've selected 13 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in From Engineer to Technical Manager: A Survival Guide.
A timeless guide to management principles, emphasizing the importance of setting goals, delegating effectively, and creating a productive work environment. Offers a solid theoretical foundation for the course.
Provides practical advice on how to give and receive feedback effectively, creating a culture of open communication and trust. Complements the course's emphasis on managing relationships and building a cohesive team.
Uses a fable to illustrate the common challenges faced by teams and provides practical solutions for overcoming them. Serves as a valuable resource for understanding team dynamics and building effective teams.
Save
Explores the intrinsic motivations that drive people and offers insights into how to create a work environment that fosters creativity, engagement, and productivity. Complements the course's focus on building a cohesive and motivated team.
Examines the challenges that established companies face when confronted with disruptive technologies. Offers insights into how to navigate the changing landscape of innovation.
Provides a framework for evaluating the quality of strategies and offers guidance on how to develop effective strategies. Helps students understand the importance of clear goals, alignment, and focus.
Introduces the principles of lean startup methodology, emphasizing the importance of experimentation, iteration, and customer feedback. Offers practical tools and techniques for building successful businesses.
Provides a step-by-step framework for acquiring customers and building a successful business. Offers practical advice on marketing, sales, and customer development.
Ancient Chinese military treatise that provides insights into strategy, tactics, and leadership. Offers valuable lessons that can be applied to business and management contexts.
Popular self-help book that provides a framework for personal and professional effectiveness. Offers practical advice on goal setting, time management, and interpersonal skills. Can serve as a useful supplement for the course's focus on personal growth and development.
Explores the role of emotional intelligence in leadership and success. Provides insights into self-awareness, empathy, and social skills. Offers practical strategies for developing and enhancing emotional intelligence.

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