Basecamp’s Shape Up: how different is it really from Scrum?

I discovered this article that is comparing Scrum and Shape Up. I like the article. In the end, the author is pointing out a few points where he doesn’t like the Shape Up approach:

  • Shaping is done by senior members outside of the team, possibly introducing waste and inefficient hand-overs.
  • Teams get assigned to the work. I believe stable teams perform better than short-lived, temporary teams.
  • How do you ensure teams have knowledge of the technical component they will be working on? Or is this taken into account when assigning team members?
  • Totally unclear how Shape Up will work with bigger teams or scale with many teams. My initial impression is that it does not seem extremely scalable.
  • No moment of reflection built-in where people can chime in to improve the process. This is a missed opportunity.
  • Shape Up does not cover validation of what you’ve delivered, just discovery and delivery.
  • The voice of people who will perform the work in the betting process seems small, apart from key senior people. It would be nice to include the team more in the decisions on what will be worked on, so there is more buy-in.

I would be curious to know how people would respond to those negative points. Thanks.

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These negatives are theoretical. The author hasn’t actually tried Shape Up to compare apples to apples. As someone at a company that’s Scrum except for my team, my two cents:

I haven’t seen data that validate bullets 1 or 2. Those are hypotheses.

3 is a non-issue, e.g. I wouldn’t put a Kotlin team on a Swift project, regardless of process.

4 is a legit ask. Haven’t seen anyone scale Shape Up. Then again, I would argue that scaled Scrum (e.g. SAFe) is lame. I always LOL when I witness PI planning, done by “certified” facilitators. Innovation theater at its worst.

5 is a non-issue. A Shape Up delivery team can build in whatever ceremonies they want. In fact, Shape Up is superior to Scrum in this regard. Not every team needs to retro every two weeks; I’ve sat in retros that were total time wasters.

For 6, if product validation/user testing is built into the shaped work, then it’s another non-issue.

7 is misleading. Shape Up gives the delivery team tons of freedom to speak up and voice how they want to do the work. Since task definition is left to the delivery team and not the shaping team, I think Shape Up is actually superior* in this regard.

IMO, at the end of the day, there’s no right or wrong here, no positives or negatives. Pick whichever framework works best for your team.

*Superior in practice, because I’ve seen many project leads dictate “how it has to be done” to their Scrum teams, which goes against Scrum’s principles.

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My response to the author is he’s hung up on it as a dogmatic treatise. @rjs points out several times in the book to do what works with the people in your organization and explicitly showcases some examples of how it won’t fit every organization. Case in point, the Adjust to Your Size section talks about throwing out most of the structure when your team is small. It’s also my recollection that rjs points out that in some cases, the shapers may be the developers as well. In addition, rjs suggests that in some orgs it might make sense to allow the implementors to choose the projects rather than be given the projects. But, there’s a fair bit of autonomy described in the book that implementors will be able to make their own decisions on pace, scope, and how it gets implemented.

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@jaygilmore thanks for your feedback.

I’m not hung up on it as a dogmatic treatise, I need to be able to compare it to something. The default mode of having senior members outside the team shape the work, is suboptimal in my opinion. That’s my criticism. If you decide to do it differently, then my criticism would evaporate. But they should change the default imo. Based on my experience of working with teams, hand-overs always lead to problems and lack of buy-in.

I never saw the section you’re referring to about shaping, could you please quote it for my reference?

If anything is wrong in my article, I’ll gladly update, that’s why I’m asking :-).

Hi Nelson,

1 and 2 are in the Shape Up guide. There’s your data :slight_smile:

3 is not a non-issue, as teams get formed to pick up the work. How do you do this? It’s a serious question, not covered by Shape Up. Contrasting to Scrum, where work gets assigned to teams. There it’s clear to me.

  1. SAFe sucks, agree with you. But there are far better approaches out there (including not using a Scaling Framework, Nexus, LeSS).

  2. It’s not a non-issue, as reflecting on the process is important to improve it

  3. If you believe that’s enough, you need to read more books on Product Management.

  4. I disagree, you get more buy-in if you involve people that do the work in decisions.

Regardless of who is doing the shaping (doesn’t have too be the CEO like it is at Basecamp), the point of Shape Up is to reconsider how teams decide what they should build before they jump into to an execution process like Scrum.

The concept of questioning the backlog (or not having one?) and increasing the odds that what you build will actually deliver the expected value to the “user” is key in Shape Up. I hear from teams that they often waste time because they build the CEO’s idea and it turns out to *not be what customers value. So it’s less about who does the shaping, and more about that shaping happens at all and basing it on a different set on principles and process.

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I don’t think that you can easy compare them.
For me Shape Up is a missing element between traditional PM and Scrum. You don’t need a Scrum Master, PM, you do not need to prepare huge documentation and in the same time your engineers still feel responsible for the product. It looks really nice so thank you @rjs for writing it up:)

And btw there will always be some concerns with new methodologies:) I spent a lot of time on discussion about difference between traditional, waterfall methodology and Agile/Scrum. Both of them have issues:)

Apologies for the long post, I’m partly responding to this for my own thinking but thought I would share my responses anyway in case it’s helpful for others. I’ve definitely thought of, come across or had some of these objections myself when I first came across Shape Up.

Shaping is done by senior members outside of the team, possibly introducing waste and inefficient hand-overs.

In the Basecamp implementation yes, but the section [Adjust to Your Size] covers this in detail as someone mentioned above. It doesn’t have to be senior members, it could be developers, a team of “shapers”. For Basecamp and their size senior members makes sense for them, it might make sense for others.

I would also argue that even in Scrum work still comes from somewhere and typically with a much higher degree of waste and inefficiencies (huge design upfront, etc). Shape Up solves this by ensuring work is “shaped” to the right level first.

Teams get assigned to the work. I believe stable teams perform better than short-lived, temporary teams.

For me this is all about trade-offs. What’s your measurement for performing better? For us we find that short-temporary project teams work well to break down silos of information. We’re a small product engineering team overall though so we’re still able to build high psychological safety and all the necessary attributes of a high performing team. People can belong to more than one “team” some permanent, some temporary.

Again, this is likely something you’re going to have to adjust for your size. For very large companies I don’t see a reason you couldn’t have a large shape up team focused on an area within the business with enough people to form a couple of smaller temporary project teams (1-2 people each). The area within the business could be Marketing, or it could be a specific product vertical.

How do you ensure teams have knowledge of the technical component they will be working on? Or is this taken into account when assigning team members?

There’s two sides to this. On one side, this is taken into account when assigning team members, I’m not going to give out some work to someone who has no chance of completing it - if they don’t understand the language for example. On the other side, I don’t mind giving out some work to someone who hasn’t got all the knowledge and insight on a particular part of the code. Having the team get comfortable with touching unfamiliar code reduces the risk of one person leaving who has all the knowledge of this one critical part of the product, it helps teams develop their skills and gets them to keep learning. The first part of the project is dedicated for the team to get in the code and see how it works.

It’s about being strategic with the work though, there are going to be some people who have a deeper understanding in a few areas and that’s good. If the work is particularly high-risk or needs it then we’ll make sure to align it to them.

Totally unclear how Shape Up will work with bigger teams or scale with many teams. My initial impression is that it does not seem extremely scalable.

I agree I’ve not seen this in practice, I can only imagine theoretically some of the ways it could work. Adjusting for scale is critical here. Perhaps, a set of separate teams doing shape up focused on one area of the business as I suggested in a previous point could work? Perhaps, one large team of dedicated “shapers” designing, shaping, writing pitches could work? Maybe that team is formed of people with skills appropriate to shaping and they work in teams of 2? Maybe you go the other way and get teams to shape their own work as if they were a small startup again within the larger company? I think there’s lots of ways it could scale, but you need to be willing to try different things and find what works for you - follow the principles and ideas but adapt and test different ideas.

No moment of reflection built-in where people can chime in to improve the process. This is a missed opportunity.

There’s no reason you can’t put this in, for example we have a retro towards the end of every cycle. I also think this is something mentioned in the Shape Up book but I can’t find it so I’ll link to another Basecamp article that talks about their internal communication [Guide to Internal Communication] in there you’ll see they have what they call heartbeats every 6 weeks where people can reflect on the cycle, they also have a daily check-in and a weekly check-in. These feel like asynchronous versions of this reflection process. Again, if your team is more reliant on synchronous communication then a regular retrospective meeting may be better.

Shape Up does not cover validation of what you’ve delivered, just discovery and delivery.

It doesn’t, I struggled with that to begin with too. I think the key is that this happens as part of shaping the work but it’s not really spoken about in the book and it’s something you have to discover for yourself a little bit at the moment. Shaping is as much of turning an idea into a concept that can be built as it is about researching, testing, validating that what you’ve shipped works and how you can improve it. There’s some tweets from Ryan and a discussion thread on this forum about calling this part of the process Forging and how you work out what projects should be shaped.

The voice of people who will perform the work in the betting process seems small, apart from key senior people. It would be nice to include the team more in the decisions on what will be worked on, so there is more buy-in.

Again, adapting to your size is key. We have a fairly large betting table but it’s still mostly just key senior people but with representation across the business. It’s allowed us to be a lot more strategic about what’s valuable for us to spend our time on and what’s worth investing in. Those conversations would be hard to have if there were more people on the table with less context at the level of those decisions that are being made.

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In larger companies (or depending on the team topologies), I recommend the product manager own the pitch review process. OKRs set by leadership can help keep pitches contextualized.

For me, the pivotal difference between Shap up and Scrum is the difference between Appetites and Estimates.

  • In a Scrum team, the teams are asked to groom and estimate the existing solution which in many cases is provided by POs and does not account for technical insights from the team that may make it more cost-effective or ground-breaking.
  • They break the epic into user stories that more often than not are not deliverable, regardless of what the Scrum Guide says.
  • And the scope creep is also inevitable, so forecasts (which BTW are unfortunately treated as commitment, because the business DOES need to know WHEN something will be delivered) are always lame.
    in Shape up the turnaround strategy is used.
  • The solution is sketched, but it is not the one that HAS to be implemented. The team is focused on the problem to solve, not the solution to be implemented. They can come up with any other solution they see fit
  • The team get their hands dirty and find the solution that fits the appetite. If the problem is not worth 5-6 weeks, the cheaper solution is found. Like, if you need to cross the river, in Scrum, you will build a bridge, and by cutting scope we build a wooden one instead of a solid metal framed. In Shape up, if you only have two weeks, you decide to build a raft. In Scrum this idea might fail to pop up.
  • The business always knows when to expect things. The difference may be a couple of days into the cooldown, but in Scrum I saw things built weeks/months out of the timeframe forecasted in the beginning.
    I am not an evangelist of any framework, but I love the Shape Up idea of Appetites, it seems to be working both for tech guys and the business
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Hey, so bringing this topic back from cold storage. Ryan tweeted a link to a podcast filled with a ton of great insights that reflected his latest thoughts on shaping and Scrum.

The thing that piqued my interest was the example about autobooks that I had seen Ryan reference in prior talks, but in the podcast he said this:

And what they were able to do in that case was … they knew that they had to feed their work into this machine … so they could treat that machine as a noise factor and say “This isn’t something that we control, but we can give it a better input”

If I interpreted this correctly, Ryan described a scenario where an engineering team combined the shaping portion of Shape Up WITH the task management of Scrum. In this scenario, shaping is used to calibrate and boost quality of inputs that flow into the existing ticket-producing “machine”.

Anyway, this woke me up because you can get the time-space benefits of shaping without threatening the status-quo flow of Scrum teams. I found this very fascinating because this sounded to me a great way to inject the concept of shaping into an existing workflow.

You can have your shaping cake and eat Scrum too! Yum!

You just need to set up a shaping team ahead of it. (Being cynical, if you really want to make it non-threatening, just call it dual-track agile but decouple the timing and dedicate that track to shaping and spiking.)

Anyway, I’m bringing this topic up to see if anyone outside of autobooks in this forum has actually tried to prepend shaping to an existing scrum team flow. As the lone Shape Up team at our company, in which everyone else goes sprinting, I’m highly tempted to try and see if I can get a team to try what autobooks did (because trying to get a team to switch completely off agile was a non-starter years ago).

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@nt-from-chicago ShapeUp feels like Scrum in many aspects. Scrum feels like a zoomed-out framework, and ShapeUp fills many gaps.

The great thing about ShapeUp is that it provides details. Such as how to Frame, what to do during Shaping, how to Bet, what to include in the Pitches, and letting people know that cutting the scope is ok.

Scrum guideline doesn’t provide details on how to use events and artifacts. Scrum is a framework that is not as prescribed as people may perceive. It’s less defined than ShapeUp. Check out the latest Scrum guide: Scrum Guide | Scrum Guides.

Some key events and artifacts in Scrum also take place in ShapeUp in some form. According to the Scrum guide, all Scrum events are working sessions.

Philosophically, it seems that Basecamp leans into “internal communication based on long-form writing, rather than a verbal tradition of meetings, speaking, and chatting. This leads to a reduction in meetings, video conferences, calls, or other real-time opportunities to interrupt and be interrupted.”

(1) Scrum : ShapeUp

(2) Sprint Planning : Sprint Planning occurs during the “Building” phase.

(3) Daily Standup : Developers meet regularly to discuss progress and update “Hill Charts.”

(4) Sprint Review : I haven’t seen anywhere in ShapeUp that describes a working session with stakeholders when an increment is created to review the increments. But I assume this would occur regularly as developers update their Hill Charts. Updates can be provided in short videos showcasing FE updates, cURL outputs, etc.

(5) Sprint Retro : Retros weren’t discussed in ShapeUp, but I think it’s healthy. I worked in an org where we would describe the issue but not take the time to develop solutions. This was not helpful. It would be beneficial for the Retro to be a working session where we identify the issue and take the time to develop potential solutions for the top challenges/blockers.

(6) Product Backlog : Refinement occurs through “Framing” and “Shaping.” In both Refinement and Shaping, technical people are involved in breaking down/exploring the backlog items through working sessions to see what exists, what’s possible, and potential paths to achieving the desired outcome. I think how a Product Owner or Product Manager would order the product backlog is similar to how a Product person would facilitate the Betting Table. Technical people shouldn’t be involved in Refinement for over 10% of their time in Scrum.

In Scrum, teams can also decide how long their Sprints should be. But it should be less than one month.

There are a lot of similarities. ShapeUp provides a lot of solid details for the framework.

The team is not following Scrum if the PO is estimating the complexity of the solution. According to the Scrum guide, only developers should be estimating.

Forecasting is challenging. We are bad at it in many categories, including weather, financial markets, and projects. But we have tools to help us be more accurate. We can lean into a couple of concepts. “The Cone of Uncertainty” and “Progressive Elaboration.” When providing initial forecasts, we can use Quarters or Months. And as we get closer to completion, such as 70% complete, we can provide higher fidelity dates.

I don’t think Scrum is against this. We can change the approach as long as it fits the Sprint Goal.

This is a nice differentiator. “We only have two weeks. How should we solve problem A?” Scrum does not have this feature explicitly stated. But I don’t think it would be against it.

If the User Story is, “As a person living in Brooklyn, I would like to cross the river to get to Manhattan.” In either ShapeUp or Scrum, we should be able to develop solutions to build a bridge or boat.

Asking for the appetite would be great to ask to see what the appropriate solution is based on the time budget. Building a boat might be a short-term solution if people ultimately want to cross the bridge in their car or if they are truck drivers.

I agree! This is the best feature of ShapeUp. Time is finite, and it helps to determine appetites. “How much time can we invest in this project?”

Hi, I’m new here. I think that Scrum is actually fairly similar to Shape Up, especially if you listen to people like Jim Coplien or Jeff Sutherland. I guess one of the main difference is that “shaping” and “building” is more of a gradient with Scrum. For instance, I don’t entirely grok why the shaping seems to be done in isolation from the development team and why there isn’t more collaboration here. That doesn’t make sense to me, and to me it sounds like it’s an artefact of how basecamp is set up internally.

It’s also not really specified in the Shape Up book what the roles of the managers are. Especially since the outcome of the shaping process is fairly fuzzy, I think here we have a potential for friction, i.e. what happens if the shapers or other people with power are not happy with has been built, or what if they start to try to add scope during the building process? That’s where in traditional command-and-control structures a lot of abuse can enter through the back door, and frankly it’s a bit disconcerting to me that the roles are not better described in the book.

By the way, there is a Scrum pattern group led by Jim Coplien, and they recently released a book (“A Scrum Book”) together with Jeff Sutherland. The patterns are however also accessible online: https://scrumbook.org/ - The patterns form an interlinked linked “pattern language” that blew my mind when I first encountered it, because the patterns are pretty much opposite of what I see a lot of Scrum masters and so on preach.

Welcome kitsune!

That’s explained in the “Two tracks” section of Chapter 2 of the online book. Builders should be focused on building. Their time should be protected from non-build activities such as shaping.

I believe that is one of the strengths of Shape Up: A team with shaped work self manages. No need for a scrum master.

In Chapter 13 of the online book, Ryan covers hill charts as a proactive means for tracking progress. Such methods of “making progress visible” reduce the risk of builders creating the wrong thing.

Chapter 8 covers the “circuit breaker” concept, which means that even in a worst case scenario, if the build result is poor, you cut your losses at one cycle.

By design, Shape Up prevents this very thing, which I see happen all too often in other development frameworks.

If anything, Shape Up puts greater value on scope hammering and variable scope to better meet delivery timelines.

Hope this helps clarify some of your questions. For context, I have experience working with both Agile™ and Shape Up teams, and switching several teams from the former to the latter.