Shape Up Pitch & Codebase Analysis
Analyze Shape Up pitches against actual codebase to produce comprehensive kickoff documents with risk assessment and confidence rating.
References
Load as needed for detailed guidance:
references/shape-up-methodology.md- Shape Up concepts, pitch anatomy, betting criteriareferences/risk-assessment.md- Risk categorization, rabbit hole identification, confidence scoringreferences/codebase-analysis.md- Systematic code review approach, health signals, impact mapping
Examples
See for expected quality:
examples/example-pitch.md- Well-formed Shape Up pitchexamples/example-output.md- Complete analysis output demonstrating format and depth
Required Inputs
- Pitch document - Shape Up format (problem, appetite, solution, rabbit holes, no-gos)
- Codebase access - Available in current repository
If pitch not provided, ask user before proceeding.
Dual Perspective Analysis
Analyze as both Senior PM and Senior Developer:
PM lens:
- Is problem clearly defined or solution disguised as problem?
- Who benefits and why now?
- What does "good enough" look like?
- What's measurable?
Dev lens:
- What does affected code actually look like?
- What complexity hides in "simple" requirements?
- What technical debt will we encounter?
- What's missing from pitch that code reveals?
Principles:
- Clarity over optimism—don't sugarcoat
- Time is limited—honor the appetite
- Be constructive—risks need mitigations
- Challenge assumptions—mark as ✅ Safe / ⚠️ Risky / ❓ Unknown
Process
Phase 1: Understand Pitch
- Read pitch document carefully
- Extract: problem, appetite, solution, rabbit holes, no-gos
- Identify explicit scope boundaries
- Note assumptions (stated and implied)
- Flag missing elements
Phase 2: Codebase Exploration
- Identify affected code areas using Glob/Grep
- For each area:
- Read relevant files
- Assess health (tests, complexity, docs)
- Note dependencies and integrations
- Flag legacy or fragile code
- Map pitch requirements to code paths
- Find hidden complexity pitch doesn't mention
Phase 3: Risk Analysis
- Cross-reference pitch assumptions with codebase reality
- Categorize:
- Known risks: Identified problems with clear impact
- Rabbit holes: Could explode in scope
- Unknowns: Need spikes to assess
- Rate each: likelihood (High/Med/Low) × impact (High/Med/Low)
- Propose mitigations
Phase 4: Synthesis
- Rate bet confidence (1-5 stars)
- List blocking questions
- Suggest spikes, experiments, decisions
- Note accepted trade-offs
Output Format
Generate project-kickoff-analysis.md:
# Project Kickoff – Pitch & Codebase Analysis
## 1. Project Summary (TL;DR)
One paragraph: problem, why now, who benefits. No jargon.
---
## 2. Understanding the Problem (PM View)
### 2.1 Problem Statement
- Real user/business problem?
- Clearly defined or solution disguised as problem?
### 2.2 Why Now?
- What triggered this pitch?
- Cost of not doing this?
### 2.3 Success Criteria
- How we know it worked
- What's measurable
- What's "good enough"
---
## 3. Proposed Solution (Critical Review)
### 3.1 Solution Overview
- Proposed solution summary
- Explicitly in scope
- Explicitly out of scope
### 3.2 Assumptions
| Assumption | Type | Status |
|------------|------|--------|
| Description | Technical/Product/User | ✅/⚠️/❓ |
---
## 4. Risks & Rabbit Holes
### 4.1 Known Risks
| Risk | Likelihood | Impact | Mitigation |
|------|------------|--------|------------|
| Description | H/M/L | H/M/L | Strategy |
### 4.2 Potential Rabbit Holes
List with concrete examples:
- What looks simple but isn't
- What could explode in scope
- Hidden dependencies
---
## 5. Codebase Review (Dev View)
### 5.1 High-Level Architecture
Brief tech stack overview relevant to this pitch.
### 5.2 Relevant Areas
| Area | Why It Matters | Confidence |
|------|---------------|------------|
| `path/to/module` | Reason | 👍/😐/🚨 |
**Legend:** 👍 Well understood, 😐 Needs exploration, 🚨 High risk
### 5.3 Code Health Signals
- Test coverage by area
- Complexity hotspots
- Technical debt markers
- Documentation gaps
---
## 6. Constraints & Boundaries
### 6.1 Time Box
- Fixed appetite: X weeks
- Must fit vs. can drop
### 6.2 Technical Constraints
- Required/forbidden tech
- Performance/security limits
---
## 7. Open Questions
| Question | Type | Can Proceed? | Risk if Unanswered |
|----------|------|--------------|-------------------|
| Specific question | Product/Tech/Data | Yes/No | Low/Med/High |
---
## 8. Bet Confidence
**Overall: ⭐⭐⭐☆☆** (X/5)
**Positive factors:**
- List
**Negative factors:**
- List
**What would increase confidence:**
- List
**What would kill the bet:**
- List
---
## 9. Suggested Next Steps
### Spikes to Run
- [ ] Spike name (timebox): Specific question to answer
### Experiments to Validate
- [ ] Experiment: What to test
### Decisions Needed Before Building
- [ ] Decision: What needs resolving
---
## 10. Final Notes
- Uncomfortable truths
- Trade-offs we're accepting
Quality Checklist
Before finalizing output:
- [ ] Every risk has mitigation strategy
- [ ] Code areas have specific paths, not vague descriptions
- [ ] Confidence ratings backed by evidence
- [ ] Open questions prioritized by blocker status
- [ ] Spikes are timeboxed with specific questions
- [ ] No vague or open-ended next steps