Advice for a new Consultant or Field Engineer

Learn iteratively

A plan, such as a learning plan, is only accurate and applicable if circumstances and conditions around the plan are unlikely to change. This might be true for relatively short durations (2-3 month horizons) with static conditions, but I'd hazard a guess this won't be your experience. Instead, learn iteratively. You'll hear the reference to "drinking from the firehose" over and over again. It's true, but it's also manageable, if you can divide and conquer.

Break your learning subjects up into short sprints (2-3 weeks) for what you have immediately ahead of you. If you aren't able to identify what you immediately have ahead of you - you know you have a problem that you can then solve. You should sustain this indefinitely. You must never stop learning. By all means, take the occasional break from the immediate learning concerns, but don't let yourself get too comfortable.

Make sure you identify acceptance criteria for the completion of your learning - perhaps it's a certification, teaching others, a pet project, etc. The important thing is that you establish some meaningful artifact or output from your learning - otherwise you may not retain it as effectively or get the most value from your studies.

Use if-then-else conditions, maximize flow

We have very limited attention spans, and a finite amount of cognitive energy that we can expend in a day before draining ourselves physically, mentally, and emotionally. Arguably, your most valuable resource is your attention. Every other output is derived from your attention, because very few things in our work environments can be performed passively. Thus, your priority must be to guard and conserve your attention.

The difficulty with this is that you will have tens or hundreds of separate tasks to execute in a week, and each will drain you and your valuable attention. Emails, expenses, training, travel, familial obligations, study, biological needs, and exercise are some examples that must consistently be handled most every week. On top of all of that, you also have all the actual billable work you're responsible for. It is simply overwhelming, and you may occasionally burn yourself out.

You can minimize the cognitive and time demands of these tasks if you use if-then-else conditional models to develop habits and execute recurring tasks. In reality, you already perform this subconsciously, but the key is to acknowledge it and make it work for you.

If <traveling>, then <submit expense report by Monday>, else <escalate importance on Tuesday>.

Your prefrontal cortex is specialized for serial thought processing, and it can only hold a small amount of data in working memory at any one time. Minimize contextual switching of your thoughts by establishing simply habits that you can sustain indefinitely. Maximize your flow.

Acknowledge your neurological and behavioral constraints

Humans have evolved to operate effectively in small, distinct groups. We are complex, emotional animals who fear the unknown, and also spiders. Your behaviors have been shaped by genes and all the environments you've been a part of. Since you're here now, chances are you've been doing some things in your professional environments right. Regardless, you are your own worst enemy.

The issue here is scale. Your previous societal and organizational contributions have brought you this far, but they may not continue to scale. Now you have to develop an entirely new skillset and practice different behaviors to continue to progress and be successful. More than likely, you're conditioned to consistently operating in small, effective groups.

Unfortunately, you're now going to be consistently stuck between two massive, unmoving entities with significantly different cultures, viewpoints, priorities, languages, motivations, and more. You have to actively work to bring both into harmony: your employer and your client. Your employer's team(s) and your client's team(s). It is a tremendously difficult undertaking, and each time you shift your project, you hit the reset button. But, if you do it well, beautiful things can happen.

You must learn and develop those building skills. You must constantly work to improve them, and this involves looking both inward and out. This is likely the most difficult recommendation of all, because it involves serious self-actualization. The first step is knowing it needs to happen.

Good luck.

Timothy Tavarez

Timothy Tavarez

Founder at Combine DAO. Prior US Air Force and Microsoft.
Helsinki, Finland