Leadership & Management Flash Cards (Full Collapsible Deck)

Leadership & Management Flash Cards (Full Collapsible Deck)

This is material everyone in an IT Leadership role should know.

Preparation for IT leadership exam.

Each section below can be expanded or collapsed.
Click a header to view details.

1. How to Prepare for a Leadership Role
- Set up time with your manager to understand your responsibilities and how you'll be evaluated.
- Learn how to delegate effectively.
- Accept coaching and take advantage of training.

2. Questions to Ask to Better Understand Your Team
- What projects are they working on?
- What motivates them?
- Where do they need help?

3. Ways to Better Understand Your Team
- Conduct one-on-one meetings with each member.
- Hold a team meeting to share your vision.
- Acknowledge team concerns and explain how you'll address them.
- Discuss your communication style with the team.

4. Hiring Caution
Good candidates are often overlooked because of excessive focus on technical skills that aren't required.

5. Identifying What Skills to Hire For
- Create a skills matrix for your team.
- List primary and secondary skills needed to meet goals.
- Identify gaps and decide whether to hire or train internally.

6. How to Successfully Hire
- Always be hiring.
- Use social media to attract new talent.
- Maintain a list of future skill needs.

7. Communicating Organizational Vision & Strategy
Leaders must communicate the organizational vision clearly, explaining what, why, and how it impacts day-to-day tasks.

8. When Communicating the Vision
- Anticipate questions and prepare answers.
- Don’t discuss detailed tactics.
- Tie the vision to your team’s charter.
- Reiterate the vision often.

9. Creating a Team Goal
- Ensure each team member connects to the goal.
- Create goals collaboratively.
- Make them quantifiable and time-bound.
- Translate the vision into goals.

10. Creating KPIs
- Define clear objectives.
- Add measurement criteria.
- Determine measurement duration.

11. Understanding KPIs
KPIs measure progress toward goals and create accountability for each individual.

12. KPI Example — Train New Customers
Measure: Number of customers trained.
How: Enroll all new customers in monthly training.
Who: Training Manager.
When: Reviewed monthly.

13. KPI Count
Create 3–5 KPIs per individual.

14. Goal Setting Participation
When your team helps set goals, they are more invested and committed.

15. Vision as Inspiration
Communicating vision inspires the team—leave tactical details for later.

16. Aligning Engineering with Business
Pause meetings to align on goals. Ensure everyone understands how their work supports business objectives.

17. Developers Mapping Work to Business
Developers should understand how their code aligns with business outcomes and communicate in business terms.

18. Communicating Technical Concepts to Non-Technical Audiences
Leaders must be able to translate technical details into business impact.

19. Tips for Communicating Technical Info
- Know your audience and their needs.
- Use analogies for clarity.
- Avoid abbreviations unless well-known.
- Check for understanding regularly.

20. Technical Teams & Business Context
Teams must understand the business problem, competition, and differentiation.

21. Sharing Business Updates
Use weekly meetings to share business performance, customer growth, and company strategy.

22. Purpose of Discussing Strategy
Helps teams connect their work to business success and goals.

23. Understanding Non-Technical Audiences
Know what your non-technical audience needs to accomplish their goals.

24. Representing Work in Business Terms
Teams should communicate their work in relation to business objectives and stakeholder impact.

25. Leading Global Teams
Leaders must communicate frequently and empower regional teams.

26. Global Team Challenges
Cultural nuances, communication barriers, time zones, and perception of power between HQ and regions.

27. Avoiding Communication Gaps in Global Teams
- Meet with local HR to learn policies and culture.
- Hold "get to know each other" sessions.
- Create a shared info platform.
- Be mindful of time zones.
- Establish meeting ground rules.
- Give real-time feedback.

28. Shared Global Vision
A clear, shared vision unites geographically and culturally diverse teams.

29. Translating Corporate Decisions
Explain how corporate strategy translates into regional action.

30. Respecting Cultural Differences
Encourage questions and ensure understanding across cultures.

31. Virtual Global Teams
Build cross-region virtual project teams to increase diversity and collaboration.

32. Trust
A team is built on trust in the vision, in one another, and in intent.

33. Working Cross-Functionally (Global)
- Share team goals with stakeholders.
- Align regionally.
- Appoint regional leads.
- Share success stories regularly.

34. Implementing Global Vision
Virtual, cross-region teams promote understanding and collaboration.

35. Understanding Local Context
Meet local HR to learn cultural and operational differences.

36. Continuous Communication
Communicate often and empower regional teams.

37. Essence of Program Management
Break large problems into manageable parts and manage risk effectively.

38. Program Manager’s Purpose
Take a concept to revenue—execution determines success or failure.

39. PM Impact
Strong program management determines project success and company viability.

40. Playing to Strengths (Soft Skill Questions)
1. Tell me about yourself.
2. What would you like to contribute?
3. What’s going right with the project?
4. What needs fixing?

41. Teamwork vs. Individual Work
Teamwork is a learned skill—essential for substantial outcomes.

42. Soft + Hard Skills
Both are critical for program management success.

43. PM Hard Skills
Scope — What to build
Schedule — How long it takes
Resources — People & materials
Risk — Identify and mitigate issues early

44. Risk Session Key Questions
- Right skills?
- Need training or help?
- Correct hardware/environment?
- Adjustments needed to avoid risks?
- Time/hardware/people/resources required?

45. Benefits of Risk Planning
Builds confidence and positive mindset.

46. Detecting Roadblocks
Find problems early enough to fix them.

47. Weekly Reporting
Each task reports 0%, 25%, 50%, 75%, or 100% done.
Identify stalled progress quickly.

48. Normalize Asking for Help
Encourage developers to ask for assistance—it's not weakness.

49. Trust and Measurement
Be clear, consistent, and trustworthy. Review results with team before execs.

50. Measure Revenue and Profit
Demonstrate value creation to build credibility and career growth.

51. Measure Quality and Reliability
Defect tracking pre- and post-ship maps directly to customer satisfaction.

52. Phases of Program Management
Phase 0 — Concept
Phase 1 — Engineering Response
Phase 2 — Execution
Phase 3 — Release

53. Participants by Phase
Phase 0 — PM, Architects, Product
Phase 1 — Add Eng, QA, Support
Phase 2 — Developers, Testers
Phase 3 — QA, Tech Pubs, Sales, Marketing

54. Phase 0: Establish Common Goals
Clarify purpose, roles, measurable criteria, and keep releases short.

55. Spectators vs. Doers
Identify actual contributors early and ensure participation.

56. Waterfall Method
Traditional phases: Requirements → Design → Implementation → QA.

57. Quality
Defined by the customer—understand their expectations and problems.

58. Voice of the Customer
Analyze personas to gather complete and accurate inputs.

59. Avoid Vague Proofs of Concept
Define pass/fail criteria; test internally first.

60. Compatibility
Ensure compatibility across OS, network, storage, and databases.

61. Manage Change via Scope
Smaller, incremental releases manage risk and clarity.

62. Success Criteria
Define what success looks like—cost vs. results.

63. Team Meetings
Have an agenda, name presenters, review actions, assign owners.

64. Avoid Premature Solutions
Clarify the problem before discussing solutions.

65. Circular Conversations
Assign ownership, confirm timelines, schedule follow-up.

66. Professional Conflict
Argue issues, not people; end with lessons and next steps.

67. Team Development Stages
Storming → Forming → Norming → Performing

68. Phase 1: Plan of Record
Stable, agreed-upon plan avoids confusion and scope drift.

69. Executive Reviews
Phase 1 concludes with go/no-go and budget commitment.

70. MRD & PRD
MRD = Market Requirements Document
PRD = Product Requirements Document
MRD defines problems; PRD defines solutions.

71. QA Metrics
Acceptable bug severity levels, beta/POC results.

72. Critical Path
Longest dependency chain in a project; determines duration.

73. Team Folder
Central hub for PoR, specs, schedule, reports, and change control.

74. Executive Communication
Never delegate up; be prepared, objective, and concise.

75. QBRs
Quarterly Business Reviews track schedule, risk, scope, and quality trends.

76. Peer Review Agenda
Requirements → Interface → Code Review → Testing → Findings

77. QA Bug Types
Sev-1: Crash/Data Loss
Sev-2: Productivity/Compatibility
Sev-3: Minor/Cosmetic

78. Release Bug Policy
OK: many Sev-3, few Sev-2.
Not OK: any Sev-1.

79. Compatibility Trade-Offs
High compatibility may reduce quality, support, or performance.

80. SWOT & Competitive Analysis
SWOT = Strengths, Weaknesses, Opportunities, Threats
Sources: Job postings, roadmaps, product lines.

81. IT Architect Roles
Chief, Lead, Enterprise, Software, Infrastructure, Business, Data

82. IT Architecture
Overall design of systems that keep the business running.

83. Architect Qualities
Understands business tech, strong design, strong communication.

84. Maturity Models
CMMI, Carnegie Mellon, NAS EA Maturity Model.

85. Architect Tools
COBIT, ITIL, ISO/IEC, TOGAF, Zachman, FEAF, Gartner, PMBOK, Six Sigma.

86. Standardization
Benefits: Efficiency, support, control
Challenges: Cost, change resistance, differing standards

87. Open Source vs. Closed Source
Open: Free but inconsistent
Closed: Stable but vendor-locked

88. Complexity Drivers
Apps, Hardware, Identity, Development, Laws, Connectivity

89. Identity & Access Management (IAM)
1) Identify User
2) Authenticate
3) Authorize Access

90. OGTM Framework
Objectives → Goals → Tactics → Measures

91. Streamlining IT
Simplify, set standards, reduce vendors, use cloud, isolate critical assets.

92. Agile IT Development
Simplify structure, hire hybrid talent, iterate, collaborate.

93. Key IT Trends
Data Analytics
IoT
Social Media
Mobile Computing