During the Retrospective
As a ScrumMaster, you can assist your team in the retrospective by:
Participate in Analyzing Survey Results
It is important that you actively participate and engage team members in the discussion during the retrospective. Take an active role in analyzing the survey results and working with your team to identify impediments and opportunities for improvement, as you develop your growth plan. Help to create a safe environment for open, honest conversation and don’t forget to celebrate success!
Capture and Refine Growth Plan Items
The key deliverable from the retrospective is the Growth Plan created by the team to act on the areas that will help the team to grow and to ask for help from leaders on issues that are outside of the team’s control. Your role is to assist the Facilitator in capturing the Growth Items for the team during the retrospective and ensure that the plan is of good quality.
Self-organizing teams function as their own Product Owner for Growth Items. Growth Plan Items are added to the backlog and worked by the team or sent up to Leadership to work. Be sure to fill them out as completely as possible. Just like good user stories, the Growth Plan Items need to be well-defined with clear acceptance criteria.
Here are some examples:
Sample Team Growth Item
Sample Organizational Growth Item
Along with the Facilitator, help the team to create their top few Team Growth Items as well as their top few Organizational Growth Items. Growth Items are added within the Assessment Results.
Building the Growth Plan
This section details how to create a Team Growth Plan:
- Navigating to the Growth Plan Item Section
- Add Growth Plan Item Card
- Growth Plan - Grid View
- Growth Plan - Kanban View
1. Navigation to the Growth Plan Item Section
During the retrospective, the team will be working to create their top few Team Growth Items as well as their top few Organizational Growth Items. Growth Items are added within the Assessment Results.
On the Team Dashboard, you’ll see the familiar view of the teams listed in Swim Lanes View. Click on the team’s icon to get to that team’s Assessment Dashboard. You will only see the team(s) for which you are the ScrumMaster/Team Admin/Facilitator.
Click on the icon for the team whose survey completion details you want to see.
Once there, hover over the survey you wish to review and click on the Growth Plan chart icon to get to the growth items section.
Once in the Growth Plan section, click on the Add New Item button to get started adding Growth Items.
2. Add Growth Plan Item Card
When you click on the blue Add New Item button (Grid View) or the + icon in the Backlog column (Kanban View), you will see a pop up Add Growth Plan Item card. The required fields on the Growth Plan Item include Title, Status, Category, Priority and Competency Target(s). These fields are important to provide clarity on what the issue is, whether the team has started to work on it, whether it is something that the team can take or is escalating to leadership (Organizational) and how critical the issue is. Choosing a Competency Target will allow you to tie the Growth Item to a specific competency(s) in the assessment and measure the team's growth in this competency(s) over time.
If the Growth Portal is enabled, the team has the option to pull recommendations from the Growth Portal into the Growth Plan. This is helpful if the team is looking for best practices or needs some guidance to get started.
3. Growth Plan – Grid View
Your first view of the Growth Plan will be the Grid View. In this format, your team’s Growth Items will be listed out in a table and sorted by rank and/or priority. You can filter out the grid by a number of different options by selecting the drop down arrow to the right of each column’s title.
See below for a list of functions that the grid view provides:
- Grid View vs. Kanban View – This toggle switch gives you the option to stay on the Grid View or switch to the Kanban View (Details Below)
- This button allows you to add a new Growth Item
- This option allows you to export the Grid View into an excel file
- This button will show you all notifications that a team would receive from Organizational Growth Items updated from a MultiTeam level
- This icon will show you the history of status changes that a Growth Item went through as well as who changed the status
- Use this button to edit the already created Growth Item
- You can remove a Growth Item by selecting the delete button
- Keep in mind that when a Growth Item is copied forward from one assessment to the next, they are permanently linked. This means that if a Growth Item is deleted from the current assessment or the previous assessment it was copied from, it will be deleted from both assessments.
You can also move a growth item forward one assessment, from a previous assessment. To learn more, visit What do I need to know about moving and deleting Growth Items?
4. Growth Plan – Kanban View
For a list of functions that the Kanban view provides below:
- Grid View to Kanban View
- This banner displays the Growth Item count of each Type (Organizational, Team & Individual).
- The icon on the left will open up the current Growth Item and allow you to make changes. The icon on the right will allow you to delete this Growth Item.
- This section displays icons that will show you what Type, Rank, Priority, etc. are set on the Growth Item.
- You can use this option to filter the Growth Items by Rank.
- You can use this option to filter the Growth Items by Priority.
- To view all a list of options for the Kanban View, click on the gear icon to pull up the Customize panel. You can choose to hide certain status bars, change their colors, view a list of icons and chose to hide ones that are not utilized by your team.
Once you have the growth plan created, it's time to Execute the Growth Plan.