The onboarding process described here is specific to a software engineer joining a tech company. While some/most of the items may still apply to any job where you mainly work from a computer, the assumption will be that you develop software as an individual contributor.
- Setup laptop
- Access to slack
- Access to zoom
- Setup calendar reminders
- Initial meeting with buddy
- Access to git central repository
- Installation of development tools/languages
- Request software licenses
- Access to CI/CD
- Find where task management is done
- Find the documentation to build projects
- Connect 1 on 1 with each member of the team
- Meet with manager 1 on 1
- Define a 30-60-90 days plan with manager
- Verify access to various systems (SSO, code repository, insurance company, payroll company, etc.)
- End of week meeting with buddy
- Setup and run the one step build process
- Determine how are features/tasks prioritized, who prioritizes features/tasks
- Review the team documentation
- Review team practices/processes documentation (code style, code review, standups, planning, retrospective, demos)
- Review common vocabulary, terminology, glossary documents
- First PR + code review
- Review the career ladder of the position
- Review user definition, use cases, requirements
- Read prior team meetings notes
- Identify how deployments are done
- Review the team roadmap
- Determine where I can have the biggest impact
- Determine a timeline where I'll have reached my 80/20 at the company
- Determine the maturity of existing projects
- Determine how fast can we iterate on certain aspects given the team/company composition
- Identify the core/principal/staff contributors and their contributions
- Review the architecture of the system
- Review the database architecture
- Learn about "how we got to this point"
- Determine whether the product is a monolith or micro-services
- Identify which (3rd party) tools are used by the team/company
- Determine the portfolio of STARS situations of the team/company
- Determine a rough estimate of the number of people in the different organizations
- Connect 1 on 1 with important collaborator in other teams
- End of first month meeting with buddy
- First month performance review with manager
- Informal 360-degree review with manager and peers on adaptation
- Month 1 job satisfaction review
- Team interaction diagram
- Month 2 job satisfaction review
- Month 3 job satisfaction review
Notice/Advisory: I am not an accountant nor a day trader. The following is not advice, only notes I've taken for myself. Content may be wrong or inaccurate. Use at your own risk.
The following is a list of items and things to think about if you would like to be a day trader. I wrote it with the intent of identifying what were the requirements to be a day trader and what would be the impacts of being considered as one vs being an investor.
- Basics
- Computer or phone
- Internet
- Broker
- Money
- Do not do day trading in your TFSA/RRSP/RESP accounts
- Your gains/losses will either be categorized as capital gains (50% taxable) or business income (100% taxable) based on how you trade. In any case, since this is a day trading article, you can assume this will be business income. Here are some properties taken into account
- Volume and frequency of trading
- Length of ownership of securities
- Type of securities owned
- Your profession and level of stock market knowledge
- If trading is your main source of income or substantially supplements it
- Here it is not clear what substantially represents. I would estimate that anything below 25% of your non-trading income isn't substantial.
- If you want to day trade, you will want to have access to level 2 data, which costs money depending on your broker
- Some brokers will reimburse your data package fees if you spend a certain amount of money on commissions each month. For example, Questrade data package will cost you 90$/month, but if you spend over 400$ on commissions this fee will be rebated.
- You do not need to register with the government or any agency
- You do not need a minimal amount of money, although it is suggested to have a few thousands dollars otherwise you will not make a lot of profit daily and your commissions fees are likely to eat any profit you will make
- Some brokers have minimum account balance
- You have a trading strategy
- Track your transactions
- Time of entry/exit
- Cost at entry/exit
- Symbol/Ticker
- Decide what habit you want to have and record why you want this habit
- Start with the smallest amount of effort possible
- Increase the amount of effort regularly until you reach the desired amount of regular effort
- Track your habit in a habit recording system such as Loop Habit Tracker
- Review on a regular basis (monthly) whether you want to keep this habit or not
- If you decide not to keep the habit, record why you decided to drop the habit such that if you decide to pick it up again, you can determine whether you might end up dropping it again.
- It's not a problem if you miss doing your habit, just make sure to do it when you're supposed to
- Daily planning
- Daily review
- Eat/Drink
- Shower
- Wash dishes
- Cook
- Exercise
- Read
- Watch TV shows
- Floss
- Brush teeth
- Weekly planning
- Weekly review
- Wash clothes
- Clean apartment
- Buy groceries
- Monthly planning
- Monthly review
- Pay bills
- Yearly planning
- Year review
- Daily planning at 10 am
- Weekly planning on Mondays
- Monthly planning on the first of the month
- Pay credit card on the first of the month
- Google Keep
- Google Calendar
- Google Mail
- Slack
- Daylio
- Notion
Planning large software projects
History / Edit / PDF / EPUB / BIB / 1 min read (~139 words)- List all the features you would like to develop
- Define an appetite for the task (day, week, month, quarter)
- Identify the features where the appetite differs between individuals and discuss them to reach consensus
- Define the roles necessary to complete the task
- Identify dependencies between features
- Categorize the dependencies
- Soft: somewhat depends on this other feature but isn't blocked by its absence from the codebase
- Hard: depends on this other feature and is blocked by its absence from the codebase
- Prioritize the features
- Use the RICE framework
- Priority can also be skipped if using ROI as prioritization metric
- Estimate the value of a features in dollars
- Calculate a ROI (return on investment) as the estimated value of the feature divided by the defined appetite
- Order tasks according to dependencies and ROI
- Do you understand what is at stake?
- Do you know what already exists?
- Can you take an informed decision?
- What did you consider during your decision?
- What are your unknowns (things you'd need to know before your can make a decision)?
-
Do you have experience with the problem which needs a decision?
-
Indicate who has the most expertise to make the decision
- You should be allowed to cast a vote if the decision will impact you. If it doesn't (i.e., you're not a stakeholder), your vote will not be counted towards any option