Service Lead — Execution Guides
Purpose: How SLs sign off on technical work and hold ICs accountable without micromanaging.
Last updated: 2026-03-30
Technical Approval
What SL Approves
From sow-project-plan-template.md:
- §5 Technical approach — stack, patterns, environments, integration points
- Effort and sequencing — dates must be defensible given team and dependencies
- Open questions / blockers (§6) — SL flags what must be true before commitment
SL challenges anything technically incoherent but does not rewrite §§2–4 (CSO owns narrative).
How Approval Happens
| Mode | When to use |
|---|---|
| Async (preferred) | CSO shares doc; SL comments in §7; CSO incorporates before Project Review Meeting |
| Focused session | Large unknowns, new stack, multi-pod dependency — time-boxed, agenda’d |
| In-room (exception) | HoD explicitly pulls SL in for narrow technical question during PRM |
Handoff to HoD
SL sign-off means: “If we execute as written, the technical path is sound and estimates are honest within known unknowns.”
Surface uncertainty so HoD judges business risk — don’t hide it behind optimism.
IC Accountability
Expectations for ICs
- Work maps to Linear Issue with one assignee, linked to Project
- Escalate within hours when blocked — not days of silent drift
- Definition of done includes review, tests, and handoff notes when client-facing
SL Practices
| Cadence | Action |
|---|---|
| Daily | Scan blockers in Linear; unblock with short pairing or written guidance |
| Weekly | Quality pass on merged/in-review work; update technical health notes |
| Ongoing | Model AI-assisted workflows; capture assets worth productizing |
When SL Intervenes
- Scope creep → Align with CSO before accepting new build work
- Repeated estimate misses → Root-cause with IC; escalate pattern to HoD if systemic
- Quality risk → Document tradeoff for CSO/sponsor when it affects dates
Related:
- escalation-path.md — IC escalation guide
- weekly-leadership-sync.md — cadence