Competence, tooling and onboarding¶
- Owner: Engineering manager
- Applies to: All team members, all sites, and all tools and domains used
- Enforcement: Competence matrix reviews, onboarding audit, review
- Related: EG-002, EG-005, EG-011, EG-013, EG-014
Note
Rules marked (core) apply to every product and cannot be tailored. Other rules, and all numeric values, are proposed defaults that a product may tailor in its conformance profile (EG-001).
Purpose¶
Keep skills, tool mastery and domain knowledge deliberately maintained. The team should understand the tools and domain it depends on, and no capability should sit with a single person or site.
Rules¶
- CMP-01 A competence matrix MUST be maintained covering languages, RTOS, silicon platforms, protocols, tools, domain areas, security and test, with levels 0 to 4. It is reviewed twice a year.
- CMP-02 Areas with a single competent person MUST be tracked as risks (PLN-05), with a plan to build cover.
- CMP-03 Expected depth for each tool MUST be defined (below) and used in onboarding and training plans.
- CMP-04 Each tool and domain area MUST have a champion who maintains a short “how we use X” page in
docs/how-to/and answers questions. Champions are listed in the ownership register. - CMP-05 Each domain area (protocols, standards, regulation, hardware, security, customer use) MUST have a named subject matter expert and deputy, and a short primer document.
- CMP-06 Onboarding MUST follow a documented path: environment set up in under one day by one command, a first-week checklist, a buddy, a guided walkthrough of these guidelines (not just a link) and a first PR through the full process.
- CMP-07 The environment setup MUST be tested in CI, so that onboarding does not rot.
- CMP-08 An annual training plan MUST exist, with protected learning time (proposed 5 percent), recorded by person.
- CMP-09 Knowledge sharing MUST be regular: technical talks, cross-site pairing or rotations and design walkthroughs of major components. Sessions SHOULD be recorded and stored.
- CMP-10 Rationale MUST be captured in ADRs and documents, not in people’s heads. A handover checklist MUST be used when someone leaves or changes role.
- CMP-11 Key areas MUST have knowledge at two or more sites (VAL-07).
- CMP-12 Team members MUST be trained in effective and safe use of AI agents, including reviewing agent output and handling data (EG-005, EG-022).
- CMP-13 New tool versions or tools MUST be introduced with training and a radar update (TEC-01).
Expected depth by tool and domain¶
| Area | Expected understanding |
|---|---|
| Git | Object model (commits, refs, the graph), rebase versus merge, reflog for recovery, bisect, worktrees, rerere, cherry-pick -x, history rewriting rules |
| Build system and linker | Build system internals, linker scripts, map files, memory layout, reproducibility |
| Compiler | Flags, optimisation and link-time optimisation effects, undefined behaviour, debuggability |
| Static analysis and test tools | What each checks, false positive profile, configuration, suppression rules |
| Debug and trace | Probes, breakpoints and trace, crash dump decoding, timing analysis |
| Target platform | Peripherals, memory map, errata, boot process |
| RTOS | Scheduling, priorities, synchronisation, memory model, interrupt handling |
| Bootloader and update | Chain of trust, image formats, atomic update, rollback |
| CI and containers | Pipeline structure, container toolchains, artefact handling |
| Domain and standards | Protocols, regulatory context and use cases for our products |
Compliance¶
| Rule | Checked by |
|---|---|
| CMP-01, CMP-02 | Competence matrix review, risk register |
| CMP-04, CMP-05 | Ownership register and how-to page check |
| CMP-06, CMP-07 | Onboarding feedback, CI environment setup job |
| CMP-08 | Training plan review |
Checklist¶
Tick an item when it is true for your project. Rule IDs point to the detail above.
- A competence matrix covers languages, RTOS, platforms, protocols, tools, domains, security and test (CMP-01)
- Single-person areas are tracked as risks (CMP-02)
- Expected depth per tool is defined and used in training (CMP-03)
- Each tool and domain area has a champion and a how-to page (CMP-04)
- Domain experts and deputies are named and primers written (CMP-05)
- An onboarding path is documented and the environment is set up in under one day (CMP-06)
- Environment setup is tested in CI (CMP-07)
- An annual training plan has protected learning time (CMP-08)
- Knowledge sharing is regular and sessions are recorded (CMP-09)
- Rationale is captured in ADRs and docs, and a handover checklist exists for leavers (CMP-10)
- Key areas are known at two or more sites (CMP-11)
- The team is trained in safe and effective use of AI agents (CMP-12)
- New tools are introduced with training and a radar update (CMP-13)
As Markdown. To copy it into an issue, a pull request or a review record:
- [ ] A competence matrix covers languages, RTOS, platforms, protocols, tools, domains, security and test (CMP-01)
- [ ] Single-person areas are tracked as risks (CMP-02)
- [ ] Expected depth per tool is defined and used in training (CMP-03)
- [ ] Each tool and domain area has a champion and a how-to page (CMP-04)
- [ ] Domain experts and deputies are named and primers written (CMP-05)
- [ ] An onboarding path is documented and the environment is set up in under one day (CMP-06)
- [ ] Environment setup is tested in CI (CMP-07)
- [ ] An annual training plan has protected learning time (CMP-08)
- [ ] Knowledge sharing is regular and sessions are recorded (CMP-09)
- [ ] Rationale is captured in ADRs and docs, and a handover checklist exists for leavers (CMP-10)
- [ ] Key areas are known at two or more sites (CMP-11)
- [ ] The team is trained in safe and effective use of AI agents (CMP-12)
- [ ] New tools are introduced with training and a radar update (CMP-13)
Applying to personal projects and AI agents¶
Personal projects¶
Starts at the Full profile (see personal-projects.md). Treat the expected-depth table as your learning plan, especially git internals and the debug tools. Keep a short learning log and a docs/how-to/ page for anything you had to relearn twice. A one-command environment setup is worth doing even solo, and it is what lets agents work reliably.
AI agents¶
- Write or update a
docs/how-to/page when you discover a non-obvious procedure (CMP-04, CMP-10). - Keep the environment setup script working and tested (CMP-07).
- Point to ADRs and docs for rationale and do not rely on chat history (CMP-10).