Self Management

In this section we report all the processes used within Engine in the context of self management practices.

Meeting schedule

To schedule meetings of a given Circle is accountability of the Secretary of the Circle. In order to schedule meetings in a way that everyone could theoretically be present in every meeting, we follow a 4 weeks cycle that is describe in an excel file inside the Big Data sharepoint under Self Management / calendario riunioni.xlsx. In that file there is also a link to a tool that helps generate correct dates for the next meetings.


Inside Engine circle, metrics are produced and reported in a standard way.

With the aim of being faster during the tactical meetings, the official file where all the metrics should be reported is "metrics" / "engine metrics.xlsx". Each role or sub-circle has its own worksheet to present its metrics ( if the worksheet is not present, you can create it independently ).

But what is a metric ? It is a synthetic output that represents the time serie of a specific process or function. Each metric must have the following characteristics:

  • Name
  • Date
  • Value

Only one optional additional dimension is allowed (i.e. "customer", "project" ) in case a metric needs to be replicated multiple times by the same role or sub-circle.

The worksheet should be composed by a single table and a series of charts. The table must be the data source of all the charts, but it can refer to external datasheets ( the integrity of this reference is in charge of each role, we are not going to troubleshoot problems during the tactical meeting ).

Charts should represent a time series, to provide an immediate feedback about improvements or worsenings. Each role will choose the best way to represent its metrics. In case you have the additional dimension "project" a pivot chart is recommended.

It is also recommended to add a description for each metric in the "Legend" worksheet to improve understandability and transparency.

In the worksheet "template" there are two examples of data table:

  • simple metrics
  • with additional dimension

Global tensions board

At this time, not all the people belong to a circle, but this does not mean that they are not part of self-management and can't resolve their tensions. For this purpose, we have a "Global tensions" board inside the "Planner" application of Office365. To open a new tension, add an item to the "Tensions backlog" bucket with the following information:

  • Title
  • Notes: you should describe your tension as better as you can, providing the right context, some real experience that triggered it, and finally, what kind of output you would like to see: project or action
  • Label: the name of the circle in which you would like to discuss your tension
  • Assign (mandatory): if you have a specific member of the selected circle in mind, you can assign the task to him; otherwise, you can assign it to the lead link. Don't forget it, or nobody will receive a notification about your tension.

Once the circle processes the tension, move the item into the "Processed Tensions" bucket. The output of such processing can be transcripted into the comments.

Joining the circle

If you want to candidate to join this circle, contact the lead link and tell him/her about it.


Found an error in the handbook? The source code can be found here. Please feel free to edit and contribute a merge request, powered by Gitbook
Modified at: 2021-06-17 13:29:45

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