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Preparing for the Retrospective

To prepare for the retrospective you will work closely with the team's Facilitator in order to:

  1. Provide insight regarding Team Members and Stakeholders
  2. Schedule the Retrospective Session
  3. Prepare to Answer Metrics Questions
  4. Update Team Members in AgilityHealth®
  5. Enter your Team's Iteration and Release Metrics- Optional (if applicable)

Provide Insight Regarding Team Members and Stakeholders

To help the Facilitator learn about the team(s) and schedule the retrospective(s), the Facilitator will meet with you prior to the retrospective(s) to learn about each team and to get your input into scheduling the meeting. The Team Profile in AgilityHealth® is a good place to start the discussion.

To get to the Team Profile, begin with the Team Dashboard, where you’ll see the familiar view of the team(s) listed in Images View.  You will only see the team(s) for which you are the ScrumMaster or Team Admin.

Hover over the icon for the team whose profile you want to see and click the blue pencil

Once there, you can see information specific to that team that may help the Facilitator learn about them.

Review this information with the Facilitator and help them to complete the fields on this screen so that they have a good understanding each team prior to their retrospective.


Schedule the Retrospective

Work with the Facilitator to find a time for the retrospective session that will work well for each team individually. If the survey is taken prior to the retrospective, plan for the retrospective to take 2-2 ½ hours. If the survey is going to be taken as a team, during the retrospective, schedule the session for 3 hours. When possible, leverage an existing meeting time for the retrospective to minimize disruption to the team.

Here is the agenda you can include in the invite to your team, based on if they are taking the assessment in the retrospective session or if they are taking it beforehand.


Prepare to Answer Metrics Questions 

For the TeamHealth 2.5 survey:

For teams tagged with the Work Type of Service and Support or Software Delivery (generally non-business teams), the ScrumMaster and/or the Product Owner will need to answer quantitative questions during the TeamHealth 2.5 survey.

One or both of these roles should come prepared to the retrospective to answer these questions, or gather the data before they take the survey, if taking the survey in advance of the retrospective session.

We suggest you, the Facilitator or the Team Admin send the questions to the person(s) answering the questions in advance.

You can download these questions here

For the DevOps V2.0 survey:

Each ScrumMaster will need to answer quantitative questions during the DevOps Health V2.0 survey.

One or both of these roles should come prepared to the retrospective to answer these questions, or gather the data before they take the survey, if taking the survey in advance of the retrospective session.

We suggest you, the Facilitator or the Team Admin send the questions to the person(s) answering the questions in advance.

You can download these questions here


Update Team Members

Prior to the retrospective, you also need to verify the team members and stakeholders are accurate, as members may have joined or left the team since the last retrospective.

Learn more about adding/deleting team members and stakeholders to an existing team.


Enter your Team's Iteration and Release Metrics - Optional (if applicable)

This section may not be necessary – please check with your Company Admin.

Once you have selected a team and are in edit mode, you can click on the Metrics tab to enter quantitative metrics or review your integrated metrics for that team’s iterations and releases. To learn more about how to do this see Add/Edit Your Team's Metrics.

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