AR9: Leading engineers: mentoring, communication and estimation

Lesson 5 of 5 · reading 15–25 minutes; practice and project time is on the module page

Planning, progress and saying no

🎯You'll be able to

Plan work in small milestones, report progress honestly, manage risks to the plan, and say no or "not now" in a way people accept.

🏠The everyday picture

Planning a wedding, families set milestones (venue booked, invitations sent, caterer confirmed) and check them each week. When the caterer cancels, they tell everyone at once and choose between the options, rather than hoping it will sort itself out.

📘What it really is

📝A worked example

Input: halfway through Project 2's rollout, the business asks for a new "order delayed" message in time for a sale next week.

Steps:

  1. Trade-off: adding a template now means migrating and testing it mid-rollout.
  2. Options: (a) add it to the old sender only, now, and migrate later; (b) pause the rollout for three days and add it to both; (c) decline until the rollout finishes in two weeks.
  3. Recommend (b), with the reason: the sale is the busiest time, and messages must match on both paths.
  4. Report: status "at risk" for the rollout date, moved by three days, with the reason.

Expected output: a clear choice for the business owner, and a status report that stays honest.

🌍Where it's used

📝Case scenario

A team reported "90% done" on a migration for six weeks in a row. The last 10% (data checks and rollback testing) was most of the work, and nobody had said so. Milestones such as "data reconciled" and "rollback tested", each done or not done, would have shown the real position in week one.

🖱️Try it

Take a plan of your own and rewrite its steps as milestones that are each clearly done or not done. Success: nobody could report "90%" for any of them.

⚠️Common mistakes

🛠️For your project

Project 2's plan already has steps with checks; the capstone's estimate turns them into milestones with ranges.

✅Quick check

Why are milestones better than "percent done"?

Show the answer

Each is clearly done or not, so progress can't drift at "90%".

How should a tech lead say no to a request?

Show the answer

Explain the trade-off, offer options and a recommendation, and let the priority owner decide.

← PreviousEstimating honestly
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