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

ModeWhen to use
Async (preferred)CSO shares doc; SL comments in §7; CSO incorporates before Project Review Meeting
Focused sessionLarge 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

CadenceAction
DailyScan blockers in Linear; unblock with short pairing or written guidance
WeeklyQuality pass on merged/in-review work; update technical health notes
OngoingModel 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

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