Joy, Inc.: How We Built a Workplace People Love by Richard Sheridan
This book tells the story of Menlo Innovations, the software service company that the author serves as founder and CEO. The book describes the value, operating principles, and success of the company from various angles. Fundamentally, the book promotes three practices.
• Open space. All employees, including the CEO, share a common workspace without walls. The primary communication tool is “rapid voice system,” which sounds like an audio broadcast to all computers. They also have stand-up meetings every day to catch up with status.
• Paired working. Programmers and program managers are assigned to work in pairs. People switch between tasks and pairs every week. The main advantage is flexibility: since people are familiar with all parts of the program, it is easy to allocate manpower in response to situation changes. It further provides opportunities for everyone to learn new techniques through buddying with more experienced workers.
• Storyboard planning. Use physical cards to record subtasks and required manpower. Fit these cards to a storyboard to represent resource allocation. Mark the cards with various symbols to indicate status (such as on the track, need help, etc.) The advantage of the storyboard is transparency in planning, to the planners, workers, and customers. It avoids overcommitting and reveals potential critical paths early in the game.
According to the forewords, the author was persuaded to change the title of the book from “Taking Change” to “Joy, Inc” to highlight the uniqueness of his book in vision and value. However, notwithstanding the word “joy” being invoked numerous times in the book, I have difficulty seeing “joy” as the central theme.
The author links his business practice to “joy” in two ways: what they produce brings or increases joy to the end-users, and their working environment enables the employees to work with joy. The first aspect is trivial. Any product is aimed at satisfying certain needs of its user; otherwise it won’t have a market. Therefore, any product brings some kind of “joy” to its user. While the book did talk about their emphasis on users as human beings (their “high-tech anthropologists” performs such function), it is not a significant part of the book (one of the 15 chapters at most). While “high-tech anthropologist” may be an original name, considering human user factors is a common, if not ubiquitous, practice in the industry.
For the second aspect, the majority of the book talks about the working process of empowering workers. The book also talks about “sustainable workforce,” which means not relying on any individual of the project, so that everyone can have the freedom of vacation and taking time off to take care of personal matters. The author also boasts their policy of no-overtime working culture. While these are all very good, the book does not talk about other aspects of making work more enjoyable. For example, in his best-seller “Drive,” the author Daniel Pink pointed out three elements for internal motivation: autonomy, a proper level of challenge, and meaning. The working arrangements promoted by this book is the antithesis of autonomy. A worker cannot choose what he will work on (his task changes every week), whom he will work with (his partner changes every week), and how he will work (he must reach consensus with his partner on methodology to work so closely together). Since Pink was identified as a favorite author in this book, it is curious that no discussions on that issue were provided.
Also, while this book is convincing on the benefits of the working model it promotes, it does not address the costs sufficiently. For the open workspace, there are many pieces of research showing it hurts productivity (see, for example, deep work by Newport). The paired working environment basically pays two people for one task. It may also hinder innovation as one cannot experiment very far without the consent of his partner. The storyboard planning adds significant overhead to the workflow. Not only people need to spend time every day to update status to the whole team, frequent formal process of adjusting manpower allocation would also consume a lot of effort from the program managers. The weekly “show and tell” further requires more time from the client. Such a rigid task management system may also hinder innovation because any change in work plan carries a potential cost to the management.
The book discussed these issues dismissively. People can naturally tune out irrelevant conversations in an open workspace, and noisy environment inspires innovation. Paired workers increase cost but improve quality by checking each other’s work. Storyboard planning and weekly show and tell are welcome by the clients. While I do not intend to dispute the success of Menlo Innovation as described by the book, I have problem viewing such success as a vindication of their working model, without knowing more about the cost-benefit calculus, preferably at a quantitative level. Therefore, I am not confident that the same ideas will work in a particular working environment.
Overall, this book offers a unique angle of looking at the workplace. It’s fascinating to read as it contains many stories and flows very nicely. However, be careful if you want to treat it as a textbook for a revolutionary management style, as the book claims to be.
The detailed summary follows.
Introduction Why Joy
● Scope: promoting joy in the workplace: the intentional culture of joy, including all work processes and management practices.
● The business value of joy: it is possible to create a joyful culture, spread joy to customers and partners, and do it while profiting. A joyful workforce is more productive and can create better products.
● Joy at the personal level: the sense of fulfillment and achievement
● Joy is long-term, while happiness is short-term. A joyful workplace also has unhappy moments. The energy of tension and frustration are channeled towards enhancing the joyful environment.
1 My Journey to Joy
● Started as a computer prodigy with passion, and had a very successful early career, rising to high-level management. However, was disillusioned by the state of the IT industry, where poor products and gloomy workers are the norms.
● Started the change when leading an R&D team by introducing extreme programming that breaks down old organizational boundary, all the way to separate offices.
● Key to change: when moving away from the old rewarding system, quickly install the alternative one.
● Later on, the company was sold and subsequently closed down when the dot com bubble burst. Started the new company Menlo Innovations, with the mission of creating and spreading joy through software work.
2 Space and Noise
● Open space and portable work stations break down the barrier of communication.
● Noise at the workplace inspires innovation
● Many are doubtful that open space workplace can maintain high productivity. But results show it can be done.
3. Freedom to Learn
● “Paired” working system: two people working to the same tasks, using the same computer. The pair lasts a week or two, then people are switched.
● Paired working is a good way to learn. People share knowledge about tools and systems. Workers are not specialized to a particular programming language or skill. They have the opportunity to learn everything and use the best option for a particular job.
● Paired working knocks down the “knowledge tower,” where a particular knowledge resides with only one person. With such a system, multiple people know about any part of the work.
● In addition to paired working, we encourage other forms of leaning, such as lunch talks where staff members teach each other about things they find interesting or useful.
4. Conversations, Rituals, and Artifacts
● We encourage informal conversations though the “rapid audio” system, which is basically an audio broadcast system. One-on-one or small group meeting can be ad hoc with such a system.
● Such a system won’t disturb other workers as people have the ability to tune out on unrelated conversations.
● The key is allowing communication through voice, facial expressions, and body language. The typical office email communication deprives all the other channels.
● Rituals are also a good way to promote communications. They use morning standup meeting for everyone to report status. And they use a helmet as the token to show who has the floor.
● Artifacts provide visual cues that people are sensitive to. The most notable artifact at Menlo is the story card. They are cards that record each task and the estimated resource requirement. The card has to be placed on the board to show that the task is approved to be done. The board shows the total resource allocation to make sure we are not overcommitted or under-committed. There are various makes on the card to show the status of the task: it is progressing well, or need extra help, or waiting for more information, etc.
5. Interviewing, Hiring, and Onboarding
● Staffing is more about cultural compatibility rather than skill set. It is always easy to teach someone new skills if he is culturally fit.
● Menlo uses “extreme interviewing,” which throws the applicant into real working, to be paired with Menlo staff on a project. This is the best way to see how they would fit in.
● After such interviewing, onboarding is easy. By pairing, the new staff can quickly learn about the project, unlike most companies where new employees would spend weeks or months before someone gives them enough information to work effectively.
● We do fire people from time to time, and people also move on. We treat every employee with dignity. So goodwill remains regardless of the reason for parting.
6. The Power of Observation
● We believe that in order to make good software, we must understand users as people. So in Menlo, we have “high-tech anthropologists,” whose job is observing how users perform the tasks related to our software, to find guidance on how to make the most helpful software.
● The first important thing is identifying a “typical user,” who comes with a lift story. Software must have a primary user group and secondary user groups. Personalities and skill steps of these users drive the feature and interface designs. Menlo anthropologists often discover user traits that are unknown to the clients.
● We frequently build prototypes with cards, duct tapes, and other cheap articles to show our design to the clients. This way, we can collect feedback in time for product improvement. Low tech artifacts work better than computer programs for this purpose.
7. Fight Fear, Embrace Change
● Don’t manufacture fear. Change through experiments.
● Anyone can propose ideas and design experiments to test them out. If the experiments do not work out, just move on. No blame.
8. Growing Leaders, Not Bosses
● Leaders are positive. They show ways to do things.
● We give people opportunities to lead and encourage people to step up, regardless of their titles.
● We don’t want bosses who monopolize the decision process. They are usually obstacles against progress.
9. End Chaos, Eliminate Ambiguity
● All decisions are made through a process and formally recorded. The story card is an example. We have similar ways to determine schedule and priority.
● We frown upon “hallway management,” where decisions are made through informal discussions. In these situations, people often understand the decisions in different ways, hindering effectiveness.
10. Rigor, Discipline, Quality
● The pairing system forces a precision in the development process because the partners double-check each other's work and must articulate reasoning when making a decision.
● We adopt a practice that before writing code, one must first write an automated test program. This eliminates many potential bugs. It also makes maintenance much easier, as any future modifications can be tested by the same test code.
● Even after unit testing, system integration can still reveal problems. Pairing helps, as developers are familiar with all parts of the system and have consistency in mind. Nonetheless, we need to plan for enough time and resource for the final integration.
11. Sustainability and Flexibility
● We promote work-life balance not by providing remote work options, but by providing a clear boundary between work and life.
● Paring means we don’t depend on any particular person. So people’s vacation schedule does not need to be driven by work demands.
● We offer 4 weeks of vacation to new employees and allow unlimited carry-over.
● We expect staff members to work 40 hours a week, no overtime. They use time cards to track working time and can allocate between the days to accommodate personal affairs.
● We do provide remote work options for people who have to stay home for some reason. They can still pair and be present at meetings through video conferencing.
● In general, however, we believe it is more effective when people work in physical space. Such an arrangement also prevents work from sneaking into people’s private lives.
● The company remains flexibility by having a reserve of the workforce. They work on internal projects but can be called upon when client need surges. Our streamlining hiring process and our fast onboarding process also means we can increase the number of employees quickly in response to demand surge.
12. Scalability
● Paring provides effective ways to add people into a project: they act as the “learning” in pairs and ramp up quickly.
● Scaling down is also easy because there is no knowledge tower. Anyone can leave without impacting the projects.
● People also leave the company freely, and many come back at a later time. We deal with such cycling with friendliness.
13. Accountability and Results
● In Menlo, accountability is circular: everyone needs to respect the accountability culture.
● An example is the planning process. The workers propose an estimate on the hours needed for a task, which drives the planning process. If something happened and extra hours are required, everyone, including the client, is informed and the plan is adjusted. There is no punishment for the workers who change the estimate.
● One benefit of such a culture is honesty. The workers have no reason to pad their estimate, so the planning can be done accurately.
● The other benefit is motivation. Since you are the one who offered the promise, you are motivated to fulfill it.
● Clients are accountable by involving in every step of the development process. They help to determine the priorities, where budget and time constraints are presented to them plainly and accurately. And status reports clearly show information client owes hinder the progress. The frequent report also avoids any surprises on cost and schedule at the end.
● Weekl