[SHALLOW SUMMARY] - Shape UP - Basecamp

  • As Basecamp grew from 4 to 50+ people, they struggled with issues like indefinite timelines, lack of strategic thinking, and inability to ship features quickly.

  • Basecamp started in 2003 as an internal tool at 37signals' consultancy to solve lost information between clients, designers, and managers.

  • They launched it as a standalone product in 2004. The original version was built by Jason Fried (design), David Heinemeier Hansson (programming with Ruby on Rails), and Ryan Singer (design and concept).

  • With David only working 10 hours per week initially, they had to scope features tightly to fit the time budget. This forced prioritization led to their "shaping" process.

  • As Basecamp grew, Ryan expanded his skills into programming too, which was approachable working with David and Rails.

  • Around 2006 with ~15 people, they started experiencing joint growing pains, leading them to develop the techniques covered in the book.

Key points on setting boundaries when shaping a project:

  • Define the appetite - the time and resources you're willing to invest (usually 1-2 weeks or six weeks).

  • Appetite is different than an estimate. Estimate follows design, appetite constrains design.

  • Appetite is fixed time, variable scope. Scope adjusts to fit the time budget.

  • Narrow the problem if needed to find a scope fitting the appetite.

  • Setting the appetite up front focuses discussion on finding a constrained solution.

  • Boundaries temper excitement about big ideas and reluctance about challenging requests.

  • Explicit appetite aligns expectations about investment and scope.

Key points on finding the elements:

  • Use simple techniques like breadboarding (abstract components and flows) and fat marker sketches to shape an idea without getting bogged down in details.

  • These techniques help narrow down the core elements quickly while allowing flexibility in later design.

  • The goal is to get a list of critical components and connections capturing the essence of the idea.

  • Keep fidelity low and scope narrow. Wait to create detailed mockups. Stay focused on the core elements.

  • This step moves fast while making the idea more concrete. The output provides boundaries without over-specifying details.

Here are the critical points on stress-testing:

  • We've developed an initial solution concept but it still has risks and holes to address.

  • Next, we stress-test the concept to check for potential problems that could derail or significantly delay the project.

  • We question assumptions, evaluate feasibility, look for gaps in use cases, and declare things out of scope if needed.

  • Consult experts to validate technical assumptions and get insight into risks, emphasizing the time constraint.

  • The goal is to remove as much uncertainty and risk as possible before committing resources.

  • This is the last chance to walk away if it's too risky or unviable. The shaping should set it up to execute smoothly if we proceed.

  • Additional work that comes up must wait for the next 6-week cycle. Teams must ship work within the allotted time. This prevents runaway projects.

  • New cycles start with a clean slate. Unfinished work only automatically carries over. This maximizes options.

  • When adding to an existing product, Shape, bet, build, and ship within one 6-week cycle.

  • With a new product, there are research, production, and cleanup phases with different expectations around shaping, teams, and shipping. But still, bet one cycle at a time.

  • Give teams projects, not tasks. Let them figure out the approach within the scope of the pitch. Don't prescribe tasks.

  • Integrate vertically on one piece first to show concrete progress and validate the concept early.

  • Organize work into "scopes" - integrated slices that can be completed quickly. See the big picture.

  • Use the uphill/downhill metaphor to visualize progress without status reports. Address stuck scopes.

  • Cut scope throughout to focus on the highest priority core use cases. Ship an effective product within the time box.

  • Implement practices like shaping teams, bets, and 6-week cycles in Basecamp using projects, message boards, to-dos, and hill charts.

  • Shape Up can work for teams of all sizes, with more flexibility for small teams. Focus on fixing shipping first before improving research.

  • Start with one or both main Shape Up components: shaping work into concrete scopes before building and working in focused 6-week cycles. Don't try to change everything at once.

  • To start shaping work, take raw requests and shape them into bounded chunks with key details before handing them off to developers. This brings clarity and reduces surprises.

  • To start working in cycles, gather batches of work, then have developers work on them for six uninterrupted weeks. This brings focus and urgency.

  • Focus first on fixing the handoff from strategy to execution. Make sure shaped work gets built and shipped reliably within cycles.

  • Don't worry initially about backlogs or estimation. Focus on end-to-end shaping and building. Those only help if the handoff works.

  • Changing the core workflow is more important than metrics or timings. If shaped work fits into cycles and ships, you're on the right track.

Did you find this article valuable?

Support Matheus Nunes Puppe by becoming a sponsor. Any amount is appreciated!