REWORK

How We Work: Kickoffs & Heartbeats

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Key takeaways

  • Structured six-week cycles with Kickoffs and Heartbeats streamline planning and review, providing predictability and transparency.
  • Focusing on 'budgets' rather than 'estimates' allows teams flexibility in scope while staying on schedule.
  • Sharing detailed work summaries company-wide fosters understanding, recognition, and trust among employees.
  • Leaders should balance input and autonomy, allowing teams to choose their approach while providing strategic guidance.
  • Documentation not only tracks progress but also creates organizational memory and aids onboarding.
  • Effective management of reactive work requires deliberate planning, capacity management, and flexibility.

Summary

Introduction to the Kickoff & Heartbeat Process

The podcast begins with Kimberly Rhodes and the co-founders Jason Fried and David Heinemeier Hansson discussing their company's use of a structured six-week cycle process centered around 'Kickoffs' and 'Heartbeats.' These rituals help the team plan, review, and communicate what work is upcoming and what has been accomplished. The origins of this process trace back to when the company began formalizing their workflow as they grew larger, moving away from informal, unstructured work. The key advantage of this cyclical process is its predictability, allowing the company to better manage projects within a defined timeframe.

Details of the Kickoff and Heartbeat Documentation

Kickoffs are detailed documents prepared by department heads at the start of each cycle, outlining the projects, their scope, and the allocated time, emphasizing 'budgets' over 'estimates' to ensure flexible scope management. These documents are typically shared company-wide to foster transparency and cross-team awareness, helping to combat silos and miscommunication. Heartbeats serve as reviews at the end of each cycle, summarizing what was achieved, highlighting individual and team contributions, and fostering a sense of accomplishment and accountability. They also provide a historical record that can assist onboarding new employees and serve as a reflection tool for continuous improvement.

Autonomy, Leadership Input, and Flow of Ideas

The discussion emphasizes the balance between leadership input and team autonomy. Jason and David often influence what goes into the kickoff, especially when critical business decisions are at stake, but teams largely decide their specific tasks based on their expertise and capacity. Strategies to manage reactive work, such as maintaining a 'parking garage' for ideas and components of work, ensure flexibility without constant disruptions. Leaders are mindful not to micromanage or change plans at the last minute, respecting the cycle’s integrity to allow teams to deliver quality work and experience the satisfaction of completion.

Ongoing and Reactive Work in Departments like Support and Operations

Departments with continuous operations, such as support and technical operations, approach kickoffs differently, focusing on scoped projects rather than daily tasks. Their Heartbeats often include updates on reactive work or ongoing efforts, providing insight into their progress and challenges. These teams operate with a mix of planned and reactive work, balancing capacity and priorities to maintain system stability and responsiveness. The process helps manage expectations and ensures reactive issues can be addressed without derailing planned initiatives.

Benefits of Formal Documentation and Organizational Transparency

Both leaders and employees appreciate the value of written summaries for providing clarity, accountability, and recognition. Heartbeats often include shout-outs to team members, promoting a culture of appreciation and highlighting exceptional contributions. They also serve as a historical record for organizational memory, offering new employees insight into past projects and initiatives. Participants underscore that these practices help reduce resentment, distribute recognition fairly, and foster trust across teams, ultimately leading to a healthier, more transparent work environment.

Sponsors

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Show notes

37signals works in 6-week cycles, which begin with a Kickoff and wrap up with a Heartbeat. In this week’s REWORK podcast, co-founders Jason Fried and David Heinemeier Hansson break down the purpose and benefits of the Kickoff and Heartbeat documents and share tips for implementing this process across an organization. 

Key Takeaways

  • 00:40 - When 37signals started using Kickoffs and Heartbeats 
  • 02:13 - Details of the Kickoff write-up process
  • 07:34 - How much input Jason and David have in the Kickoff
  • 13:43 - What Kickoffs & Heartbeats look like for departments with ongoing work
  • 17:37 - The Heartbeats as an opportunity to highlight and celebrate the work of individual employees and team
  • 22:50 - The benefits of writing up work summaries for institutional history

Links and Resources

Shape Up

Books by 37signals

Sign up for a 30-day free trial at Basecamp.com

HEY World | HEY

The REWORK podcast

The Rework Podcast on YouTube

The 37signals Dev Blog

37signals on YouTube

@37signals on X

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