Outcome Driven Delivery - using the Shape Up framework

The definitive playbook for modern teams to ship meaningful, outcome-driven work using Shape Up methodology

Introduction

When Ryan Singer first published Shape Up in 2019, it codified the practices that made Basecamp successful under constraints. Since then, as the framework spread, many companies discovered they couldn't adopt it wholesale.

Through follow-up talks and reflections, Singer clarified misconceptions, identified anti-patterns, and introduced more flexible practices. This guide merges those insights with practical adoption strategies for modern teams.

Key Terms

Appetite → Fixed time budget (e.g. 2-6 weeks)
Shaping → Problem definition before building
Pitch → Document describing shaped work
Scopes → Independent slices of work
Betting Table → Planning session for next cycle
Circuit Breaker → Projects stop after one cycle
Cool-down → Recovery period between cycles
Hill Chart → Progress from unknown to solved
Fat Marker Sketch → Low-fidelity solution sketch
Breadboard → Flow diagram without UI details

What is Shape Up?

Shape Up is a product development method created by 37signals (Basecamp) that focuses on shipping meaningful work in fixed time cycles.

Unlike traditional Agile/Scrum approaches, Shape Up emphasizes shaping work upfront rather than breaking down backlogs into tickets. Teams work on well-defined problems with clear boundaries, appetites (time budgets), and circuit breakers to prevent runaway projects.

Watch: Shape Up Introduction

Ryan Singer explains the core concepts and methodology behind Shape Up.

Core Principles

Shape before you build

Define problems and constraints upfront instead of jumping straight into implementation.

Circuit breakers

Stop projects after one cycle automatically - no zombie projects that drag on forever.

Appetite, not estimates

Set time budgets based on what the problem is worth, not how long you think it will take.

Give teams ownership

Hand off complete problems to autonomous teams, not fragmented tasks or tickets.

The Shape Up Cycle

Shaping Betting Building Cool-down repeat

Work moves through distinct phases with clear handoffs and decision points. Each cycle is time-boxed and autonomous.

Quick Facts

Created by
37signals (Basecamp)
Cycle length
Typically 6 weeks
Team size
Small (1 designer + 2 engineers)
Focus
Complete, valuable features
Book
Free at basecamp.com/shapeup
Philosophy
Shape before you build

Why Shape Up Works

Common Problems

Half-baked projects

Vague epics and endless backlogs

Ticket shredder effect

Large ideas lose context in Jira

Zombie projects

Deadlines slip, scope balloons

Velocity theater

Burning points without shipping value

Shape Up Solutions

Shaping before building

Problems defined, risks explored

Appetite over estimates

Fixed time, variable scope

Empowering builders

Teams own end-to-end solutions

Circuit breakers

Force real trade-offs, stop zombies

Teams don't fail from lack of effort. They fail because they aren't given shaped, feasible work to execute autonomously.

The Four Phases in Detail

1. Shaping (Upstream Work)

Collaborative problem definition and solution sketching

Who's Involved

Product strategist (frames problem, business value)

Designer (interaction flows, usability risks)

Senior engineer (technical feasibility, risks)

Key Activities

Framing: Agree on problem and appetite

Exploration: Brainstorm A/B/C solution paths

Sketching: Fat marker sketches, breadboards

Risk assessment: Identify rabbit holes, landmines

Output: A Pitch

Problem + appetite + shaped solution + sketches + known risks

2. Betting (Prioritization)

Leadership decides which pitches to fund

Who's Involved

Company leadership (control resources)

Shapers (present pitches)

Key Activities

Betting Table: Review and fund pitches

Portfolio balancing: Mix large/small bets

Trade-offs: Defer or discard pitches

Output: Cycle Plan

List of projects committed to for the next 6 weeks

3. Building (Cycle Execution)

Autonomous teams deliver working product increments

Who's Involved

Small autonomous team (1 designer + 2 engineers)

No PM micromanaging tasks

Key Activities

Kickoff: Present pitch, clarify questions

Scope Mapping: Break into independent chunks

Get One Piece Done: Vertical slice first

Hill Chart Updates: Track progress

Output: Working Product

Complete increment that delivers on the pitch

4. Cool-down (Reset & Reflection)

Recovery and preparation for next cycle

Who's Involved

Entire product/engineering org

Key Activities

Bug fixes, refactoring, operational tasks

Shaping new pitches for next cycle

Optional reflections or retro-lite

Output: Clean Slate

Fresh start for next cycle + newly shaped candidates

OKR-First Workflow

This implementation starts every quarter with outcomes, then shapes problems that move those outcomes.

1

Set Quarterly OKRs

Define 2-3 objectives with 2-4 key results each. Every pitch will link to a Primary KR ⭐ it's designed to move.

⭐ Primary KRs • 🛡️ Guardrail KRs • 📊 Baseline → Target
Manage Objectives →
2

Shape Problems

Create pitches that link to your Primary KR. Define the problem, appetite, solution sketch, and risks.

✓ Problem + Why now • ✓ Appetite • ✓ Solution sketch • ✓ No-gos
Shape Up →
3

Place Bets

Review pitches by OKR impact potential. Make BET/PASS/PARK decisions.

4

Build & Ship

Work in scopes, track on hill charts, ship on time using circuit breaker.

Worked Example: Team Calendar Feature

Let's walk through an end-to-end example using Shape Up to deliver a "Team Calendar" feature in one 6-week cycle.

1. Shaping (Week -2 to 0)

Problem: Customers can't see colleagues' availability
Appetite: 6 weeks (big enough to matter, small enough to constrain)
Solution options explored:
  • A: Full Outlook/Google integration → too risky
  • B: Internal team availability view → chosen
  • C: Shared event list → too simple
Risk found: Timezone handling → constrain to one timezone per org

2. Betting (Day 0)

Leadership reviews shaped pitches and bets on Team Calendar (6 weeks) + Billing Improvements (2 weeks). Allocates 1 designer + 2 engineers full-time to Calendar.

3. Building (Weeks 1-6)

Scope map: Calendar grid • User data model • Edit busy slots • Permissions
Week 1: "Get one piece done" → render calendar grid with mock data
Weeks 2-4: Add availability model + editing, track on Hill Charts
Week 6: Buffer week for testing and polish

4. Cool-down (Weeks 7-8)

Fix beta user bugs, shape "Calendar Integrations" follow-up pitch, prepare for next cycle.

🎯 Outcome

Customers see free/busy status. Even with limited timezone support, the value is real and shippable. No zombie project - future integrations will be reshaped separately.

Step-by-Step Adoption Guide

Moving from Scrum/Agile to Shape Up:

1. Start Small: One Pilot Cycle

  • Best: Run single 6-week experiment with dedicated team (1 designer + 2 engineers)
  • Alternative: Start with better shaping inside your Scrum process
  • Compromise: Switch to longer cycles (4-6 weeks) before full shaping
Tip: Don't attempt full rollout at once. Prove success with one cycle, then expand.

2. Shape Work Before Building

  • Gather product, design, and senior engineering for shaping sessions
  • Explore risks, trade-offs, and possible approaches
  • Produce shaped pitch (not backlog epic, not pixel-perfect spec)
Gotcha: Shaping ≠ backlog grooming. It's live problem-solving, not ticket splitting.

3. Set Appetites, Not Estimates

  • Decide time you're willing to spend (2-6 weeks)
  • Avoid "how long will it take?" → Ask "what can we do in this time?"

4. Stick to the Cycle

  • Cycles are time-fixed, scope-variable
  • If it doesn't fit, cut scope or stop
  • Use circuit breaker to prevent zombie projects

Scrum vs Shape Up

Scrum / Agile Shape Up
Backlog of endless user stories No backlog → raw ideas only shaped if worth betting on
Sprint planning every 2 weeks Betting table every cycle (choose shaped projects)
Story points & velocity tracking Appetite (time budget) + Hill Charts for progress
Scrum Master facilitates process Shapers shape → Builders own delivery
Continuous sprints Cycles + cool-down recovery time

Quick Start Checklist

This Week

Next Week

Ready to Start?

Begin with outcomes, then shape problems that move those outcomes.