---
title: Changes we've made to our process and work on thoughtbot.com and how Basecamp's
  Shape Up informed it
teaser: 'We''ve iterated on the process and tools, influenced by Basecamp''s Shape
  Up, for our website to support designers and developers transitions.

  '
tags: project management,design,shape up,jobs-to-be-done
author: Kyle Fiedler
published_on: 2020-03-03
---

The time that we spend on thoughtbot.com is fluid; we have designers and
developers rotating in and out quickly. Because of the quick rotations, we kept
running into issues with people starting work and not being able to finish it.
New designers and developers jumping on the project lacked a lot of the context
that the core team had. The core team would need to spend a lot of time
informing their decisions or giving feedback on decisions that we're made
without the full context of the opportunity or change.

Because of the flexible nature of our designer and developer time on the project
and the amount of time that the core team can dedicate to thoughtbot.com, we
decided that we needed a more rigorous project management process. The process
should empower people to deliver value in a week or less.

While we were trying to figure out the best way to establish work for Designers
and Developers rotating on the project, Basecamp released Shape Up. After
reading through it, we gravitated to the language and the process introduced in
the book. The core team latched on to the concepts outlined in Shape Up and
adopted some of the language to inform our own process better.

The thoughtbot.com leadership team, consisting of our CMO, Digital Marketing
Director, NYC Design Director and myself, work on opportunities they see as most
impactful. They'll actively shape those opportunities then break it up into
smaller tasks that have enough information for people to take over and deliver.
When the team is shaping these solutions, we're writing out Jobs stories and
metrics for success in a content audit and then setting a direction for the
design to head in.

What the process looks like:

* **Inbox:** New ideas or problems to be solved get added as cards to the Inbox.
  This column allows for all thoughtbotters to contribute ideas and request
  changes to thoughtbot.com. The team working on thoughtbot.com will discuss it
  during our planning meeting and take the appropriate action.
* **Needs Shaping:** Opportunities in this stage have been identified as
  potentially valuable, but need to be shaped into meaningful projects by the
  thoughtbot.com core team. This amounts to one of the biggest differences
  between how we work and the process in Shape Up. While they explicitly don't
  keep a backlog of ideas, we do.
* **Shaping:** While thinking through and planning the work that needs to be
  done, we keep cards in the Shaping Column. Here we figure out the risks involved
  with each opportunity and judge our appetite for solving for it. For
  opportunities that we believe are worth betting on, we add fidelity to cards so
  that we reduce unknowns, risk and make cards highly actionable for folks to work
  on once it's moved to the thoughtbot.com board.
* **Review:** These are opportunities that are being shaped by the
  thoughtbot.com team, but are seeking review before being considered Shaped. The
  thoughtbot.com core team will review the work that has been shaped using
  collaborative tools to asynchronously communicate. Tools like Google Docs and
  Figma have proven vital for team communication. Though we don't explicitly call
  this process our pitch-table, it serves a similar purpose.
* **Shaped:** Cards in this column are ready to be expanded out to smaller
  deliverable tasks. Since we don't always have a consistent team working on
  thoughtbot.com each week, cards/projects are held in this column and only moved
  to the thoughtbot.com board's Next Up column when we know a project can be
  worked on by real, scheduled people.

Once an opportunity is shaped, the core team outlines the tasks they believe are
needed to accomplish the project. Each one of the tasks should be small enough
to be delivered in a small amount of time. This is another big difference between
our process and what is documented in Shape Up. The team that makes up
thoughtbot.com is rotated in and out weekly and isn't able to dedicate the
six-week timeline that Basecamp is able to while working on their product.

![thoughtbot.com Shaping Trello Board](https://images.thoughtbot.com/blog-vellum-image-uploads/iVJvs1XJSxCSYBaCK0t7_shaping-board.png)

We've found this process and language of Shape Up has helped our team
communicate, evaluate, and inform the work that we are doing. It has made
transitioning teammates on and off more seamless, while still empowering them to
deliver value to the website. Our team, situation, and objectives are different
than the team at Basecamp, so we've adapted parts of their process to work
within our constraints.
