shape-up
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ChineseShape Up
Shape Up
Escape the build trap and endless backlogs. Use Basecamp's methodology to ship meaningful work in 6-week cycles with fixed time, variable scope.
摆脱构建陷阱和无穷无尽的待办事项。采用Basecamp的方法论,以固定时间、可变范围的6周周期交付有意义的工作。
When to Use This Skill
适用场景
- Product planning to replace endless backlogs
- Feature development with clear time boundaries
- Team autonomy when you want self-directed teams
- Scope management when projects tend to balloon
- Startup development with limited resources
- Agency/consulting projects with fixed timelines
- 产品规划——替代无穷无尽的待办事项
- 功能开发——需要明确的时间边界
- 团队自治——希望打造自主导向的团队
- 范围管理——项目范围容易失控膨胀
- 初创企业开发——资源有限的情况
- 代理/咨询项目——有固定时间期限
Methodology Foundation
方法论基础
| Aspect | Details |
|---|---|
| Source | Ryan Singer - Shape Up (2019), developed at Basecamp |
| Core Principle | "Fixed time, variable scope. Appetite, not estimates. Shape before you build." |
| Why This Matters | Traditional methods either micromanage (waterfall) or leave too much open (agile sprints without direction). Shape Up gives teams direction AND autonomy. |
| 维度 | 详情 |
|---|---|
| 来源 | Ryan Singer - Shape Up (2019),由Basecamp开发 |
| 核心原则 | "固定时间,可变范围。基于投入意愿,而非估算。先梳理(Shaping),再构建。" |
| 重要性 | 传统方法要么过度管控(瀑布模型),要么过于松散(缺乏方向的敏捷迭代)。Shape Up既为团队提供方向,又赋予自治权。 |
What Claude Does vs What You Decide
Claude的职责 vs 你的决策
| Claude Does | You Decide |
|---|---|
| Structures production workflow | Final creative direction |
| Suggests technical approaches | Equipment and tool choices |
| Creates templates and checklists | Quality standards |
| Identifies best practices | Brand/voice decisions |
| Generates script outlines | Final script approval |
| Claude负责 | 由你决定 |
|---|---|
| 构建生产工作流结构 | 最终创意方向 |
| 提出技术实现方案 | 设备与工具选择 |
| 创建模板和检查表 | 质量标准 |
| 识别最佳实践 | 品牌/风格决策 |
| 生成脚本大纲 | 最终脚本审批 |
What This Skill Does
本技能的功能
- Introduces shaping - Defining work at the right level of abstraction
- Sets appetites over estimates - How much time is this worth?
- Enables cycles - 6-week focused work, 2-week cooldown
- Empowers teams - Autonomy within boundaries
- Provides betting tables - Principled prioritization
- Manages scope dynamically - Must-haves vs. nice-to-haves
- 介绍梳理(Shaping)流程——在合适的抽象层面定义工作内容
- 以投入意愿(Appetite)替代估算——这项工作值得投入多少时间?
- 启用周期模式——6周专注工作,2周休整期(Cooldown)
- 赋能团队——在边界内赋予自治权
- 提供Betting Table机制——基于原则的优先级排序
- 动态管理范围——区分必备功能(Must-haves)与锦上添花功能(Nice-to-haves)
How to Use
使用方法
Shape a Feature Idea
梳理功能想法
I want to shape this feature idea: [description]
Apply Shape Up methodology to define it at the right level.
Appetite: [2 weeks / 6 weeks]I want to shape this feature idea: [description]
Apply Shape Up methodology to define it at the right level.
Appetite: [2 weeks / 6 weeks]Plan a Cycle
规划周期
We have these potential projects for the next cycle:
[List of ideas]
Help me run a betting table to decide what to build.We have these potential projects for the next cycle:
[List of ideas]
Help me run a betting table to decide what to build.Manage Scope During Build
构建过程中管理范围
We're in week 3 of a 6-week cycle building [feature].
We're running behind. Help me apply Shape Up scope hammering.We're in week 3 of a 6-week cycle building [feature].
We're running behind. Help me apply Shape Up scope hammering.Instructions
操作步骤
Step 1: Understand the Shape Up Principles
步骤1:理解Shape Up原则
undefinedundefinedThe Shape Up Philosophy
The Shape Up Philosophy
Fixed Time, Variable Scope
Fixed Time, Variable Scope
Traditional approach:
"How long will this take?" → Estimate → Build → Deadline slips
Shape Up approach:
"How much time is this worth?" → Appetite → Shape to fit → Ship on time
The mindset shift:
Instead of estimating how long a feature will take,
decide how much time you're willing to spend.
Then shape the work to fit that time.
Traditional approach:
"How long will this take?" → Estimate → Build → Deadline slips
Shape Up approach:
"How much time is this worth?" → Appetite → Shape to fit → Ship on time
The mindset shift:
Instead of estimating how long a feature will take,
decide how much time you're willing to spend.
Then shape the work to fit that time.
Appetite, Not Estimates
Appetite, Not Estimates
Appetite: How much time is this problem WORTH solving?
- Small batch: 2 weeks or less
- Big batch: 6 weeks max
Key insight:
A feature can be built in 2 weeks OR 6 months.
The question is: What version fits your appetite?
Example:
"Auto-complete for search"
- 6-month version: ML-powered, personalized, learns preferences
- 6-week version: Pre-populated common searches, basic matching
- 2-week version: Static list of top searches
All solve the problem. Choose based on appetite.
Appetite: How much time is this problem WORTH solving?
- Small batch: 2 weeks or less
- Big batch: 6 weeks max
Key insight:
A feature can be built in 2 weeks OR 6 months.
The question is: What version fits your appetite?
Example:
"Auto-complete for search"
- 6-month version: ML-powered, personalized, learns preferences
- 6-week version: Pre-populated common searches, basic matching
- 2-week version: Static list of top searches
All solve the problem. Choose based on appetite.
Shaping vs. Building
Shaping vs. Building
Shaping (Senior people):
- Define the problem
- Set boundaries
- Identify risks
- Rough solution direction
- Leave room for builder creativity
Building (Teams):
- Detailed implementation
- Technical decisions
- UX specifics
- Scope management within boundaries
---Shaping (Senior people):
- Define the problem
- Set boundaries
- Identify risks
- Rough solution direction
- Leave room for builder creativity
Building (Teams):
- Detailed implementation
- Technical decisions
- UX specifics
- Scope management within boundaries
---Step 2: The Shaping Process
步骤2:梳理工作的流程
undefinedundefinedHow to Shape Work
How to Shape Work
Step 1: Set the Appetite
Step 1: Set the Appetite
Before anything else, decide:
- Is this a small batch (2 weeks) or big batch (6 weeks)?
- Is this worth doing at all at this appetite?
Questions to ask:
- What problem are we solving?
- How painful is this problem?
- What's the opportunity cost of not doing it?
- What's the opportunity cost of spending more time on it?
Before anything else, decide:
- Is this a small batch (2 weeks) or big batch (6 weeks)?
- Is this worth doing at all at this appetite?
Questions to ask:
- What problem are we solving?
- How painful is this problem?
- What's the opportunity cost of not doing it?
- What's the opportunity cost of spending more time on it?
Step 2: Narrow the Problem
Step 2: Narrow the Problem
Don't shape "improve search."
Shape "help new users find their first project template."
Narrowing technique:
- Start with the raw idea
- Ask: Who specifically has this problem?
- Ask: In what specific situation?
- Ask: What's the minimum viable solution?
Don't shape "improve search."
Shape "help new users find their first project template."
Narrowing technique:
- Start with the raw idea
- Ask: Who specifically has this problem?
- Ask: In what specific situation?
- Ask: What's the minimum viable solution?
Step 3: Rough Out the Solution
Step 3: Rough Out the Solution
Fat marker sketches:
Draw the solution with a thick marker (no detail).
You're defining spaces and flows, not buttons and fields.
Breadboarding:
For flows, use words not wireframes:
[Search box] → [Results page] → [Template detail]
↓
[No results] → [Suggest categories]Key principle:
Leave room for the builders to be creative.
Define WHAT, not exactly HOW.
Fat marker sketches:
Draw the solution with a thick marker (no detail).
You're defining spaces and flows, not buttons and fields.
Breadboarding:
For flows, use words not wireframes:
[Search box] → [Results page] → [Template detail]
↓
[No results] → [Suggest categories]Key principle:
Leave room for the builders to be creative.
Define WHAT, not exactly HOW.
Step 4: Identify Risks and Rabbit Holes
Step 4: Identify Risks and Rabbit Holes
Rabbit holes: Technical or design problems that could explode in scope.
For each potential rabbit hole:
- Name it
- Decide: Solve it in shaping? Or declare it out of scope?
- Document the boundary
Example:
"If we build template search, what about user-generated templates?"
Decision: Out of scope. Only show official templates.
Rabbit holes: Technical or design problems that could explode in scope.
For each potential rabbit hole:
- Name it
- Decide: Solve it in shaping? Or declare it out of scope?
- Document the boundary
Example:
"If we build template search, what about user-generated templates?"
Decision: Out of scope. Only show official templates.
Step 5: Write the Pitch
Step 5: Write the Pitch
Pitch elements:
- Problem: What are we solving?
- Appetite: How long is this worth?
- Solution: Fat marker sketch / breadboard
- Rabbit holes: What we're explicitly NOT doing
- No-gos: Boundaries and constraints
---Pitch elements:
- Problem: What are we solving?
- Appetite: How long is this worth?
- Solution: Fat marker sketch / breadboard
- Rabbit holes: What we're explicitly NOT doing
- No-gos: Boundaries and constraints
---Step 3: The Cycle
步骤3:周期管理
undefinedundefinedSix-Week Cycles
Six-Week Cycles
The Rhythm
The Rhythm
6 weeks building:
- Long enough for meaningful work
- Short enough to maintain urgency
- Teams own their projects completely
2 weeks cooldown:
- Bug fixes
- Technical debt
- Exploration
- Shaping for next cycle
- Recovery
6 weeks building:
- Long enough for meaningful work
- Short enough to maintain urgency
- Teams own their projects completely
2 weeks cooldown:
- Bug fixes
- Technical debt
- Exploration
- Shaping for next cycle
- Recovery
Why 6 Weeks?
Why 6 Weeks?
Shorter (2-week sprints):
- Not enough time for real progress
- Constant planning overhead
- Work gets chopped up artificially
Longer (quarters):
- Deadlines feel far away
- Scope creeps
- No urgency until the end
6 weeks:
- Urgent from day one
- Room to figure things out
- Clean endpoint
Shorter (2-week sprints):
- Not enough time for real progress
- Constant planning overhead
- Work gets chopped up artificially
Longer (quarters):
- Deadlines feel far away
- Scope creeps
- No urgency until the end
6 weeks:
- Urgent from day one
- Room to figure things out
- Clean endpoint
Team Structure
Team Structure
Small teams:
- 1-2 designers + 1-3 programmers
- Self-managed during the cycle
- No daily standups with managers
- Check-ins when THEY need help
Circuit breaker:
If work isn't done at 6 weeks, it doesn't automatically continue.
It goes back to the betting table. Maybe it gets another cycle.
Maybe it doesn't.
Small teams:
- 1-2 designers + 1-3 programmers
- Self-managed during the cycle
- No daily standups with managers
- Check-ins when THEY need help
Circuit breaker:
If work isn't done at 6 weeks, it doesn't automatically continue.
It goes back to the betting table. Maybe it gets another cycle.
Maybe it doesn't.
What Teams Do in a Cycle
What Teams Do in a Cycle
Week 1-2: Figure it out
- Understand the shaped work
- Spike on unknowns
- Get oriented
- Early integration
Week 3-4: Build the core
- Make vertical slices
- Connect the pieces
- Working software early
Week 5-6: Polish and ship
- Cut scope if needed
- Must-haves only
- Ship by end of cycle
---Week 1-2: Figure it out
- Understand the shaped work
- Spike on unknowns
- Get oriented
- Early integration
Week 3-4: Build the core
- Make vertical slices
- Connect the pieces
- Working software early
Week 5-6: Polish and ship
- Cut scope if needed
- Must-haves only
- Ship by end of cycle
---Step 4: The Betting Table
步骤4:Betting Table(项目优先级决策)
undefinedundefinedChoosing What to Build
Choosing What to Build
The Betting Table
The Betting Table
Who: Senior people who can make commitments
When: During cooldown, before next cycle
Input: Shaped pitches
Output: Cycle bets
Who: Senior people who can make commitments
When: During cooldown, before next cycle
Input: Shaped pitches
Output: Cycle bets
The Process
The Process
1. Review pitches
Each pitch should be complete:
- Clear problem
- Shaped solution
- Identified risks
- Appetite set
2. Consider each bet
For each pitch, ask:
- Is this the right time?
- Do we have the right team?
- Are there dependencies?
- What's the opportunity cost?
3. Make decisions
Options:
- Bet: Assign to next cycle
- Park: Good but not now
- Kill: Not worth doing
No backlog:
If you don't bet on something, it goes away.
Good ideas come back. Bad ideas don't.
1. Review pitches
Each pitch should be complete:
- Clear problem
- Shaped solution
- Identified risks
- Appetite set
2. Consider each bet
For each pitch, ask:
- Is this the right time?
- Do we have the right team?
- Are there dependencies?
- What's the opportunity cost?
3. Make decisions
Options:
- Bet: Assign to next cycle
- Park: Good but not now
- Kill: Not worth doing
No backlog:
If you don't bet on something, it goes away.
Good ideas come back. Bad ideas don't.
Betting Criteria
Betting Criteria
1. Strategic fit
Does this support current company goals?
2. Problem significance
How painful is this for customers?
3. Appetite match
Can this actually be done in the proposed time?
4. Team availability
Who would work on this?
5. Dependencies
What else needs to be true?
1. Strategic fit
Does this support current company goals?
2. Problem significance
How painful is this for customers?
3. Appetite match
Can this actually be done in the proposed time?
4. Team availability
Who would work on this?
5. Dependencies
What else needs to be true?
Anti-Patterns
Anti-Patterns
Carry-over:
"We didn't finish last cycle, so we'll continue."
No. Circuit breaker. Re-evaluate. Maybe it's not worth it.
Backlog grooming:
"Let's go through the 200 ideas and prioritize."
No. Only consider shaped pitches. Unshaped ideas aren't real options.
Consensus:
"Let's vote on what to build."
No. Decision-makers decide. Not democracy.
---Carry-over:
"We didn't finish last cycle, so we'll continue."
No. Circuit breaker. Re-evaluate. Maybe it's not worth it.
Backlog grooming:
"Let's go through the 200 ideas and prioritize."
No. Only consider shaped pitches. Unshaped ideas aren't real options.
Consensus:
"Let's vote on what to build."
No. Decision-makers decide. Not democracy.
---Step 5: Managing Scope
步骤5:范围管控(Scope Hammering)
undefinedundefinedScope Hammering
Scope Hammering
The Principle
The Principle
Scope grows naturally. Left unchecked, projects expand to fill time.
Your job is to constantly hammer scope back to what matters.
Scope grows naturally. Left unchecked, projects expand to fill time.
Your job is to constantly hammer scope back to what matters.
Must-Haves vs. Nice-to-Haves
Must-Haves vs. Nice-to-Haves
Must-haves:
- Core value delivery
- Without this, the feature doesn't work
- Absolutely required for ship
Nice-to-haves:
- Polish
- Edge cases
- Delighters
- "While we're at it..."
Rule: Identify nice-to-haves early. Cut them first.
Must-haves:
- Core value delivery
- Without this, the feature doesn't work
- Absolutely required for ship
Nice-to-haves:
- Polish
- Edge cases
- Delighters
- "While we're at it..."
Rule: Identify nice-to-haves early. Cut them first.
The Scope Hammer
The Scope Hammer
When you're behind (week 3+):
- List all remaining work
- Classify each item:
- Must-have for THIS version
- Nice-to-have (cut or defer)
- Cut aggressively:
- What's the smallest version that still delivers value?
- What can be a follow-up?
- What can we not do at all?
When you're behind (week 3+):
- List all remaining work
- Classify each item:
- Must-have for THIS version
- Nice-to-have (cut or defer)
- Cut aggressively:
- What's the smallest version that still delivers value?
- What can be a follow-up?
- What can we not do at all?
Scope Hammering Questions
Scope Hammering Questions
- "Is this necessary for launch, or is it polish?"
- "What's the simplest version that still solves the problem?"
- "Can this be a fast-follow?"
- "What would happen if we just... didn't do this?"
- "Are we building for the 80% case or the edge case?"
- "Is this necessary for launch, or is it polish?"
- "What's the simplest version that still solves the problem?"
- "Can this be a fast-follow?"
- "What would happen if we just... didn't do this?"
- "Are we building for the 80% case or the edge case?"
Hill Charts
Hill Charts
Track progress visually:
┌─────────────────────────────────┐
│ ↗ Feature C │
│ ↗ Feature B │
│ ↗ Feature A ↘ Feature D
└─────────────────────────────────┘
Figuring it out Making it happen- Uphill: Still figuring it out (risky)
- Downhill: Know what to do, just executing (safe)
Use for:
- Early warning when something is stuck uphill
- Identifying where help is needed
- Manager visibility without micromanagement
---Track progress visually:
┌─────────────────────────────────┐
│ ↗ Feature C │
│ ↗ Feature B │
│ ↗ Feature A ↘ Feature D
└─────────────────────────────────┘
Figuring it out Making it happen- Uphill: Still figuring it out (risky)
- Downhill: Know what to do, just executing (safe)
Use for:
- Early warning when something is stuck uphill
- Identifying where help is needed
- Manager visibility without micromanagement
---Examples
示例
Example 1: Shaping a Feature
示例1:梳理功能
Input:
"We want to add notifications to our project management app. Can you help me shape this using Shape Up?"
Output:
输入:
"We want to add notifications to our project management app. Can you help me shape this using Shape Up?"
输出:
Shaped Pitch: Project Notifications
Shaped Pitch: Project Notifications
Problem
Problem
Users miss important updates because they only check the app occasionally.
When they do check, they see a firehose of activity with no way to know
what actually matters.
Specific situation: A project manager logs in after a day away and
can't quickly tell what needs their attention.
Users miss important updates because they only check the app occasionally.
When they do check, they see a firehose of activity with no way to know
what actually matters.
Specific situation: A project manager logs in after a day away and
can't quickly tell what needs their attention.
Appetite
Appetite
6 weeks (Big Batch)
Notifications are foundational. Worth investing in properly.
But not worth 3 months. We'll scope to fit 6 weeks.
6 weeks (Big Batch)
Notifications are foundational. Worth investing in properly.
But not worth 3 months. We'll scope to fit 6 weeks.
Solution
Solution
Breadboard:
[Activity happens] → [Notification created] → [Notification center]
↓
[Settings: what to notify]Fat marker sketch:
┌─────────────────────────────────────┐
│ 🔔 (3) │ ← Bell in header with count
├─────────────────────────────────────┤
│ ┌─────────────────────────────────┐ │
│ │ ● @you in Project Alpha │ │ ← Unread notifications
│ │ Sarah mentioned you in a... │ │
│ │ 2 hours ago │ │
│ ├─────────────────────────────────┤ │
│ │ ○ Task completed │ │ ← Read notifications
│ │ Build specs was marked done │ │
│ │ Yesterday │ │
│ └─────────────────────────────────┘ │
└─────────────────────────────────────┘What we're building:
- In-app notification center (bell icon, dropdown)
- Notifications for: @mentions, task assignments, due dates
- Basic settings (on/off per type)
Breadboard:
[Activity happens] → [Notification created] → [Notification center]
↓
[Settings: what to notify]Fat marker sketch:
┌─────────────────────────────────────┐
│ 🔔 (3) │ ← Bell in header with count
├─────────────────────────────────────┤
│ ┌─────────────────────────────────┐ │
│ │ ● @you in Project Alpha │ │ ← Unread notifications
│ │ Sarah mentioned you in a... │ │
│ │ 2 hours ago │ │
│ ├─────────────────────────────────┤ │
│ │ ○ Task completed │ │ ← Read notifications
│ │ Build specs was marked done │ │
│ │ Yesterday │ │
│ └─────────────────────────────────┘ │
└─────────────────────────────────────┘What we're building:
- In-app notification center (bell icon, dropdown)
- Notifications for: @mentions, task assignments, due dates
- Basic settings (on/off per type)
Rabbit Holes (Explicitly OUT of Scope)
Rabbit Holes (Explicitly OUT of Scope)
Email notifications:
This is a whole separate system (deliverability, unsubscribes, formatting).
Out of scope. Potential future small batch.
Mobile push notifications:
Requires native app work. Out of scope.
Notification grouping:
"5 comments on Project Alpha" instead of 5 separate notifications.
Nice-to-have. Cut if we need time.
Real-time updates:
WebSockets for instant notifications. Nice-to-have.
Polling every 60 seconds is fine for V1.
Customization per project:
"Only notify me for Project X." Too complex.
Start with global settings only.
Email notifications:
This is a whole separate system (deliverability, unsubscribes, formatting).
Out of scope. Potential future small batch.
Mobile push notifications:
Requires native app work. Out of scope.
Notification grouping:
"5 comments on Project Alpha" instead of 5 separate notifications.
Nice-to-have. Cut if we need time.
Real-time updates:
WebSockets for instant notifications. Nice-to-have.
Polling every 60 seconds is fine for V1.
Customization per project:
"Only notify me for Project X." Too complex.
Start with global settings only.
No-Gos
No-Gos
- No email notifications
- No mobile push
- No notification sounds
- No digest/summary views
- No team-level settings
- No email notifications
- No mobile push
- No notification sounds
- No digest/summary views
- No team-level settings
Risks
Risks
Risk 1: Database load
Many notifications could be created. Need efficient queries.
Mitigation: Tech lead should spike on notification storage approach
in first 2 days of cycle.
Risk 2: UX complexity
Settings can get complicated fast.
Mitigation: Start with just 3 toggles. No per-project settings.
Risk 1: Database load
Many notifications could be created. Need efficient queries.
Mitigation: Tech lead should spike on notification storage approach
in first 2 days of cycle.
Risk 2: UX complexity
Settings can get complicated fast.
Mitigation: Start with just 3 toggles. No per-project settings.
Example 2: Scope Hammering Mid-Cycle
示例2:周期中进行范围管控
Input:
"We're in week 4 of a 6-week cycle building a reporting dashboard. We're behind. We have: (1) 5 chart types planned, only 2 done, (2) Export to PDF not started, (3) Date filters mostly done, (4) Real-time refresh not started. Help me scope hammer."
Output:
输入:
"We're in week 4 of a 6-week cycle building a reporting dashboard. We're behind. We have: (1) 5 chart types planned, only 2 done, (2) Export to PDF not started, (3) Date filters mostly done, (4) Real-time refresh not started. Help me scope hammer."
输出:
Scope Hammer: Reporting Dashboard
Scope Hammer: Reporting Dashboard
Current Status (Week 4 of 6)
Current Status (Week 4 of 6)
| Item | Status | Time Needed |
|---|---|---|
| Chart types (5 planned) | 2 done | 1.5 weeks for remaining 3 |
| Export to PDF | Not started | 1 week |
| Date filters | 80% done | 2 days |
| Real-time refresh | Not started | 1 week |
Total remaining work: ~4 weeks
Time available: ~2 weeks
| Item | Status | Time Needed |
|---|---|---|
| Chart types (5 planned) | 2 done | 1.5 weeks for remaining 3 |
| Export to PDF | Not started | 1 week |
| Date filters | 80% done | 2 days |
| Real-time refresh | Not started | 1 week |
Total remaining work: ~4 weeks
Time available: ~2 weeks
Classification
Classification
Must-Have (Core value delivery):
- At least 3 chart types (line, bar, pie) - most common use cases
- Date filters - useless without filtering
- View/load reports - basic functionality
Nice-to-Have (Cut or defer):
- 4th and 5th chart types (table, area)
- Export to PDF
- Real-time refresh
Must-Have (Core value delivery):
- At least 3 chart types (line, bar, pie) - most common use cases
- Date filters - useless without filtering
- View/load reports - basic functionality
Nice-to-Have (Cut or defer):
- 4th and 5th chart types (table, area)
- Export to PDF
- Real-time refresh
Recommendation
Recommendation
Cut now:
- Real-time refresh → V2. Manual refresh button is fine.
- 5th chart type (area) → V2. Rarely used.
- Export to PDF → V2. Users can screenshot or we do fast-follow.
Keep:
- Date filters (finish in 2 days)
- 3 chart types (line, bar, pie - 3-4 days for remaining 1)
- 4th chart type (table) - useful for data review (3 days)
Cut now:
- Real-time refresh → V2. Manual refresh button is fine.
- 5th chart type (area) → V2. Rarely used.
- Export to PDF → V2. Users can screenshot or we do fast-follow.
Keep:
- Date filters (finish in 2 days)
- 3 chart types (line, bar, pie - 3-4 days for remaining 1)
- 4th chart type (table) - useful for data review (3 days)
Revised Scope
Revised Scope
Week 5:
- Day 1-2: Finish date filters
- Day 3-4: Build pie chart (3rd type)
- Day 5: Build table view (4th type)
Week 6:
- Day 1-3: Polish, bug fixes, edge cases
- Day 4: Internal testing
- Day 5: Ship
Week 5:
- Day 1-2: Finish date filters
- Day 3-4: Build pie chart (3rd type)
- Day 5: Build table view (4th type)
Week 6:
- Day 1-3: Polish, bug fixes, edge cases
- Day 4: Internal testing
- Day 5: Ship
What to Tell Stakeholders
What to Tell Stakeholders
"We're shipping a fully functional dashboard with 4 chart types
(line, bar, pie, table) and date filters. Export and real-time refresh
will be fast-follows in the next small batch cycle.
This gives users 90% of the value. The remaining features are polish,
not core functionality."
"We're shipping a fully functional dashboard with 4 chart types
(line, bar, pie, table) and date filters. Export and real-time refresh
will be fast-follows in the next small batch cycle.
This gives users 90% of the value. The remaining features are polish,
not core functionality."
Post-Cycle Small Batch Candidates
Post-Cycle Small Batch Candidates
- Export to PDF (2-week batch)
- Real-time refresh (2-week batch)
- Area chart type (1-week add-on)
- Export to PDF (2-week batch)
- Real-time refresh (2-week batch)
- Area chart type (1-week add-on)
Example 3: Running a Betting Table
示例3:运行Betting Table
Input:
"We have these 5 pitches for the next cycle. How do I run a betting table to decide? (1) Improved search, (2) Team permissions, (3) Mobile app redesign, (4) API for integrations, (5) Onboarding improvements"
Output:
输入:
"We have these 5 pitches for the next cycle. How do I run a betting table to decide? (1) Improved search, (2) Team permissions, (3) Mobile app redesign, (4) API for integrations, (5) Onboarding improvements"
输出:
Betting Table: Next Cycle
Betting Table: Next Cycle
Pre-Work: Pitch Review
Pre-Work: Pitch Review
Each pitch should be shaped with:
- Clear problem statement
- Appetite (2-week or 6-week)
- Rough solution
- Rabbit holes identified
- No-gos defined
Assessment:
| Pitch | Shaped? | Appetite | Team Needed |
|---|---|---|---|
| Improved search | ✓ Yes | 6 weeks | 1D + 2E |
| Team permissions | ✓ Yes | 6 weeks | 1D + 2E |
| Mobile app redesign | ✗ Too vague | ? | ? |
| API for integrations | ✓ Yes | 6 weeks | 0D + 3E |
| Onboarding improvements | ✓ Yes | 2 weeks | 1D + 1E |
Mobile app redesign: Not ready for betting. Needs shaping.
Send back. Consider for future cycle.
Each pitch should be shaped with:
- Clear problem statement
- Appetite (2-week or 6-week)
- Rough solution
- Rabbit holes identified
- No-gos defined
Assessment:
| Pitch | Shaped? | Appetite | Team Needed |
|---|---|---|---|
| Improved search | ✓ Yes | 6 weeks | 1D + 2E |
| Team permissions | ✓ Yes | 6 weeks | 1D + 2E |
| Mobile app redesign | ✗ Too vague | ? | ? |
| API for integrations | ✓ Yes | 6 weeks | 0D + 3E |
| Onboarding improvements | ✓ Yes | 2 weeks | 1D + 1E |
Mobile app redesign: Not ready for betting. Needs shaping.
Send back. Consider for future cycle.
Betting Criteria Evaluation
Betting Criteria Evaluation
1. Improved Search (6-week)
| Criteria | Score | Notes |
|---|---|---|
| Strategic fit | 4/5 | Supports growth, user requests |
| Problem significance | 3/5 | Pain for power users mainly |
| Appetite match | 4/5 | Well-scoped |
| Team availability | ✓ | Team A available |
| Dependencies | None |
Verdict: CANDIDATE
2. Team Permissions (6-week)
| Criteria | Score | Notes |
|---|---|---|
| Strategic fit | 5/5 | Required for enterprise deals |
| Problem significance | 5/5 | Blocking sales |
| Appetite match | 3/5 | Could expand, needs discipline |
| Team availability | ✓ | Team B available |
| Dependencies | None |
Verdict: STRONG CANDIDATE
3. API for Integrations (6-week)
| Criteria | Score | Notes |
|---|---|---|
| Strategic fit | 4/5 | Opens partner ecosystem |
| Problem significance | 3/5 | Important but not urgent |
| Appetite match | 4/5 | Scoped to read-only first |
| Team availability | ✓ | Team C available |
| Dependencies | None |
Verdict: CANDIDATE
4. Onboarding Improvements (2-week)
| Criteria | Score | Notes |
|---|---|---|
| Strategic fit | 5/5 | Direct impact on activation |
| Problem significance | 4/5 | 40% drop-off in onboarding |
| Appetite match | 5/5 | Small, focused scope |
| Team availability | ✓ | Fits in any team's cycle |
| Dependencies | None |
Verdict: STRONG CANDIDATE (small batch)
1. Improved Search (6-week)
| Criteria | Score | Notes |
|---|---|---|
| Strategic fit | 4/5 | Supports growth, user requests |
| Problem significance | 3/5 | Pain for power users mainly |
| Appetite match | 4/5 | Well-scoped |
| Team availability | ✓ | Team A available |
| Dependencies | None |
Verdict: CANDIDATE
2. Team Permissions (6-week)
| Criteria | Score | Notes |
|---|---|---|
| Strategic fit | 5/5 | Required for enterprise deals |
| Problem significance | 5/5 | Blocking sales |
| Appetite match | 3/5 | Could expand, needs discipline |
| Team availability | ✓ | Team B available |
| Dependencies | None |
Verdict: STRONG CANDIDATE
3. API for Integrations (6-week)
| Criteria | Score | Notes |
|---|---|---|
| Strategic fit | 4/5 | Opens partner ecosystem |
| Problem significance | 3/5 | Important but not urgent |
| Appetite match | 4/5 | Scoped to read-only first |
| Team availability | ✓ | Team C available |
| Dependencies | None |
Verdict: CANDIDATE
4. Onboarding Improvements (2-week)
| Criteria | Score | Notes |
|---|---|---|
| Strategic fit | 5/5 | Direct impact on activation |
| Problem significance | 4/5 | 40% drop-off in onboarding |
| Appetite match | 5/5 | Small, focused scope |
| Team availability | ✓ | Fits in any team's cycle |
| Dependencies | None |
Verdict: STRONG CANDIDATE (small batch)
The Bet
The Bet
Available capacity:
- 2 teams for 6-week bets
- 1 team has room for 2-week addition
Decision:
| Bet | Team | Rationale |
|---|---|---|
| Team Permissions | Team B | Enterprise blocker, highest urgency |
| API for Integrations | Team C | Opens strategic opportunities |
| Onboarding Improvements | Team A (week 1-2) | High impact, small investment |
| Improved Search | Parked | Good but not highest priority now |
What's NOT bet:
- Mobile app redesign: Not shaped. Needs work.
- Improved search: Good pitch, wrong timing. Save for next cycle.
Available capacity:
- 2 teams for 6-week bets
- 1 team has room for 2-week addition
Decision:
| Bet | Team | Rationale |
|---|---|---|
| Team Permissions | Team B | Enterprise blocker, highest urgency |
| API for Integrations | Team C | Opens strategic opportunities |
| Onboarding Improvements | Team A (week 1-2) | High impact, small investment |
| Improved Search | Parked | Good but not highest priority now |
What's NOT bet:
- Mobile app redesign: Not shaped. Needs work.
- Improved search: Good pitch, wrong timing. Save for next cycle.
Post-Betting Communication
Post-Betting Communication
"Next cycle:
- Team B: Team Permissions (6 weeks)
- Team C: API v1 (6 weeks)
- Team A: Onboarding improvements (2 weeks), then cooldown tasks
Search is a strong pitch. We're parking it for the following cycle.
Mobile app redesign needs more shaping before it's ready to bet."
"Next cycle:
- Team B: Team Permissions (6 weeks)
- Team C: API v1 (6 weeks)
- Team A: Onboarding improvements (2 weeks), then cooldown tasks
Search is a strong pitch. We're parking it for the following cycle.
Mobile app redesign needs more shaping before it's ready to bet."
Checklists & Templates
检查表与模板
Pitch Template
提案模板
undefinedundefinedPitch: [Feature Name]
Pitch: [Feature Name]
Problem
Problem
[What problem are we solving? Who has it? When?]
[What problem are we solving? Who has it? When?]
Appetite
Appetite
[2 weeks / 6 weeks]
[2 weeks / 6 weeks]
Solution
Solution
Breadboard:
[Flow diagram with words]
Fat Marker Sketch:
[Rough visual layout - no details]
Breadboard:
[Flow diagram with words]
Fat Marker Sketch:
[Rough visual layout - no details]
Rabbit Holes
Rabbit Holes
[What could explode in scope? How are we preventing it?]
[What could explode in scope? How are we preventing it?]
No-Gos
No-Gos
[What are we explicitly NOT building?]
[What are we explicitly NOT building?]
Risks
Risks
[What could go wrong? How will we mitigate?]
---[What could go wrong? How will we mitigate?]
---Betting Table Checklist
Betting Table检查表
undefinedundefinedBetting Table: [Cycle Name]
Betting Table: [Cycle Name]
Before the Meeting
Before the Meeting
□ All pitches reviewed for completeness
□ Incomplete pitches sent back for shaping
□ Team availability mapped
□ Strategic priorities clear
□ All pitches reviewed for completeness
□ Incomplete pitches sent back for shaping
□ Team availability mapped
□ Strategic priorities clear
During the Meeting
During the Meeting
□ Review each complete pitch
□ Assess against betting criteria
□ Discuss dependencies and timing
□ Make binary decisions (bet / don't bet)
□ Assign teams to bets
□ Review each complete pitch
□ Assess against betting criteria
□ Discuss dependencies and timing
□ Make binary decisions (bet / don't bet)
□ Assign teams to bets
After the Meeting
After the Meeting
□ Communicate decisions to teams
□ Archive or park unbetted pitches
□ Schedule cycle kickoffs
□ Clear any dependencies
---□ Communicate decisions to teams
□ Archive or park unbetted pitches
□ Schedule cycle kickoffs
□ Clear any dependencies
---Skill Boundaries
技能边界
What This Skill Does Well
本技能擅长
- Structuring audio production workflows
- Providing technical guidance
- Creating quality checklists
- Suggesting creative approaches
- 构建音频制作工作流结构
- 提供技术指导
- 创建质量检查表
- 提出创意方案
What This Skill Cannot Do
本技能不擅长
- Replace audio engineering expertise
- Make subjective creative decisions
- Access or edit audio files directly
- Guarantee commercial success
- 替代音频工程专业知识
- 做出主观创意决策
- 直接访问或编辑音频文件
- 保证商业成功
References
参考资料
- Singer, Ryan. "Shape Up: Stop Running in Circles and Ship Work that Matters" (2019)
- Basecamp methodology documentation
- 37signals (Basecamp) blog posts
- Shape Up podcast appearances
- Singer, Ryan. "Shape Up: Stop Running in Circles and Ship Work that Matters" (2019)
- Basecamp方法论文档
- 37signals (Basecamp)博客文章
- Shape Up播客访谈
Related Skills
相关技能
- product-discovery - Discovery before shaping
- design-sprint - Alternative sprint format
- lean-canvas - Business model context
- first-principles - Problem definition
- product-discovery - 梳理前的产品探索
- design-sprint - 替代的冲刺模式
- lean-canvas - 商业模式背景
- first-principles - 问题定义
Skill Metadata
技能元数据
- Mode: cyborg
yaml
name: shape-up
category: product
subcategory: methodology
version: 1.0
author: MKTG Skills
source_expert: Ryan Singer
source_work: Shape Up
difficulty: intermediate
estimated_value: $5,000+ process consulting
tags: [product, process, Basecamp, cycles, shaping, scope, betting, development]
created: 2026-01-25
updated: 2026-01-25- Mode: cyborg
yaml
name: shape-up
category: product
subcategory: methodology
version: 1.0
author: MKTG Skills
source_expert: Ryan Singer
source_work: Shape Up
difficulty: intermediate
estimated_value: $5,000+ process consulting
tags: [product, process, Basecamp, cycles, shaping, scope, betting, development]
created: 2026-01-25
updated: 2026-01-25