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MethodsShape Up Integration

Using Segflow with Shape Up

Basecamp Shapeup 

Shape Up gives teams a clear rhythm for shaping and building meaningful product bets. Segflow adds the analytical and strategic layer — connecting those bets to data, metrics, and learning loops.

Together they form a closed system: Shape → Bet → Build → Measure → Decide → Learn.


Why Combine Shape Up and Segflow

Shape Up focuses on how to choose and deliver work; Segflow focuses on why that work matters and what it changes.

Shape Up FocusSegflow AdditionResult
Six-week cycles with clear appetiteCycle Loops to track impact and learningA measurable feedback rhythm
Pitches and betting tableStructured Bets linked to metricsStrategic traceability
Hill charts and qualitative progressMetrics, forecasts, and Signal LoopsQuantitative insight
Cool-down reviewsRecorded decisions and learning eventsOrganisational memory

Shape Up keeps work disciplined; Segflow makes it data-informed. You keep the rhythm — you gain visibility, evidence, and learning.


How It Works

1. Shape with Data

During the shaping phase, use a Flow Board to explore where leverage exists.

  • Analyse drivers and bottlenecks using Driver or Bet Impact analyses.
  • Identify the key metric or relationship you aim to move.
  • Translate insights into pitches — which become Segflow Bets.

The Flow Board becomes the analytical workspace that informs the Shape Up betting table.


2. Record Bets

Each approved pitch is created as a Bet in Segflow.

  • Add hypotheses, expected impact, and linked metrics.
  • Define appetite (timebox) and confidence level.
  • Connect the Bet to goals or outcomes in the strategy graph.

This keeps each Shape Up project connected to measurable outcomes.


3. Start the Cycle

When a cycle begins, open a Cycle Loop in Segflow for that plan.

  • The Cycle Loop documents which bets were chosen and why.
  • Inputs include key metrics, forecasts, and relevant insights from shaping.
  • This loop runs for the duration of the six-week cycle.

Cycle Loops are the Segflow equivalent of Shape Up’s “cycle boundary.”


4. Monitor Signals During the Cycle

As teams build, Segflow tracks real metrics.

  • If a metric drifts from its forecast, open a Signal Loop.
  • Discuss possible causes and document tactical decisions (pause, adjust, investigate).
  • Signal Loops stay lightweight — they keep feedback alive without interrupting delivery.

This adds evidence-based learning without micromanagement.


5. Review & Learn in Cool-Down

At the end of the cycle:

  • Close the Cycle Loop with results and learnings.
  • Record which metrics moved, what bets succeeded or failed, and what surprised you.
  • Update the strategy graph so future shaping sessions start from real evidence.

The cool-down review becomes a data-anchored retrospective, feeding the next shaping round.


6. Feed the Next Shape Up Round

Insights from completed loops guide new shaping:

  • Use metric variance and learnings to identify leverage points.
  • Re-run analyses on updated Flow Boards.
  • Shape new pitches grounded in what was learned last cycle.

Example Flow

PhaseShape Up ConceptSegflow FeatureOutput
ShapingPitch definitionFlow Board analysisData-informed pitches
BettingSelectionCycle Loop creationDocumented rationale
Build6-week executionActive Bets & Signal LoopsLive feedback
Cool-downReviewCycle Loop resolutionMeasured outcomes
Next CycleNew shapingUpdated Graph & MetricsLearning continuity

Best Practices

  • Keep Shape Up rituals intact. Segflow adds context; it doesn’t add process overhead.
  • One Cycle Loop per Shape Up cycle. Use it as the single record for decisions and learnings.
  • Open Signal Loops sparingly. Focus on material changes in key metrics.
  • Tag Bets clearly. Use the same pitch names from Shape Up for traceability.
  • Use metrics as feedback, not scorecards. Numbers start conversations — they don’t end them.

Avoid turning Shape Up into a reporting process. Segflow should enrich the cycle with insight — not add extra layers of approval.


Summary

By pairing Shape Up’s clarity of delivery with Segflow’s clarity of impact, teams get both speed and learning.

  • Flow Boards guide shaping with real data.
  • Bets tie work to measurable outcomes.
  • Cycle Loops record decisions and learning across cycles.
  • Signal Loops catch live deviations in performance.

Segflow turns Shape Up from a rhythm of work into a rhythm of strategic learning — where every six-week cycle makes the next one smarter.

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