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Preparing for the Retrospective

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

  1. Set up the Team, Team Members and Stakeholders
  2. Schedule AgilityHealth® Retrospective Session
  3. Create and Launch Assessments for Stakeholders and/or Team Members 
  4. Educate the Team and Generate Excitement
  5. Prep for Quantitative Questions and Get Team Background Info

Set Up the Team, Team Members, and Stakeholders

If someone else, such as the Scrum Master/Team Admin is responsible for setting up/editing the team, team members, and stakeholders, you can skip this section.  

Prior to the retrospective, you should set up the team, team members, and stakeholders

If your team is already set up in AgilityHealth®, work with the Scrum Master to verify the team profile is valid and the team members and stakeholders are accurate, as members may have joined or left the team since the last retrospective. Also, ensure the right Roles and Participant Groups are assigned to all Team Members so any assessment questions specific to Roles are sent and to ensure the proper filters are available when reviewing results.


Schedule AgilityHealth® Retrospective Session

Work with the Scrum Master to find a time for the retrospective session that will work well for each team individually. When possible, leverage an existing meeting time for the retrospective to minimize disruption to the team. Here is an example invitation for a TeamHealth® Retrospective:

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Visit our recommended agenda and best practices for scheduling the retrospective. We recommend sending the invitations to the retrospective session two weeks before the session.

NOTE: If your retrospective is being held remotely, check out How do I facilitate a virtual retrospective. If your retrospective is for many teams at once, be sure to check out our Big Room Retrospectives information. 


Create and Launch Assessments for Stakeholders and/or Team Members

Generally, you should send assessment links to the team no more than one week prior if the team members are taking it in advance of the retrospective session. If the team is taking the assessment together, you can send assessment links to them during the retrospective session. In either case, be sure to send Stakeholders their assessment links one to two weeks prior to the retrospective session so you have those results to view during the session.

If the team is taking the assessment in advance of the retrospective session, keep in mind the below. 

  • Send the assessment out no more than one week in advance of the retrospective meeting. 
  • Ensure all Team Members have clarity on their leadership team:
    • Who the Facilitator/Scrum Master
    • Who is the team's Product Owner
    • Who is the team's Tech Lead/Solution Lead
    • Also, remind them that each member is going to be rating their individual manager. 
  • Provide clear instructions and a point of contact for any questions that Team Members may have as they take the assessment.
  • Check who has completed the assessment.
    • The Scrum Master or yourself needs to look in AgilityHealth® to see who has completed the assessment and follow up as needed to make sure all Team Members and Stakeholders have submitted their responses before the retrospective. To learn how to do this, visit How do I track assessment completion for my teams.

To create an assessment, you'll begin on the Team Dashboard. Scroll down to find the team you wish to add an assessment for and click on the team's picture. To add an assessment, you'll then click on the green Add an Assessment button in the upper right-hand corner. Visit How do I create and launch an assessment to learn more. 


Educate the Team and Generate Excitement

You want the team to come to the retrospective feeling ready and excited! Be sure to include education about AgilityHealth® in the retrospective invitation. Here are the key points that you want to share prior to their first retrospective:

  • This is an opportunity for you to dig deeper into your health and performance as a team and develop a plan to grow and improve 
  • Your leaders support you in taking this time for continuous improvement 
  • You will identify areas where you need help from leaders and they will review the issues and provide support where it is most needed
Important: Since each assessment link is unique to the user that receives the email, no one should forward the assessment email they receive. If someone takes the assessment in their place, the system will not allow them to take it.

Each team member receives a unique assessment link in order to ensure each team member only completes the assessment one time. All answers are anonymous and will not be tied back to a team member in any way. We simply track whether each person that was sent the assessment has completed it or not and have functionality in place to allow the assessment to be resent if the email did not come through the first time.

Share the radar and the agenda and answer any questions they have prior to the meeting.

A best practice is for teams to attend the Overview for Teams presentation when they are first introduced to AgilityHealth®. This presentation takes about an hour and is meant to provide clear and consistent messaging and build excitement.  


Prep for Quantitative Questions and Get Team Background Info

Meet with the Scrum Master to get background information on the team prior to the retrospective. You may want to meet with the Product Owner as well. You will want to ensure you understand the following about the team:

  • Gather background and details on the team and understand top challenges.
  • Discuss how the team is structured.
  • Ask if roles are fully allocated. Ask if they are engaged.
  • Determine how much turnover the team has experienced.
  • Review how the team has been performing. 
  • Identify what Performance measures have been used.

For the TeamHealth® Radar Assessment:

The TeamHealth® 4.0 Radar can be taken by any team but this assessment will only show the quantitative metrics questions to teams with certain work types. Most teams need a Scrum Master and/or Product Owner role assigned to receive the quantitative questions. Teams with the Business Operations work type also have quantitative questions that all team members will answer. 

The TeamHealth® 3.0 Radar assessment is available for all teams. Teams tagged with the work type of Service and Support or Software Delivery (generally IT teams), the Scrum Master and/or the Product Owner will need to answer quantitative questions. If the team has an integration with Jira set up, some of these questions can be auto-populated with an answer for them - details can be read here. For teams with the Business Operations work type, all team members will receive the quantitative questions.

Any team member who will be answering the metrics questions should come prepared to the retrospective to answer these questions or gather the data before they take the assessment if taking the assessment in advance of the retrospective session. We suggest the Facilitator or 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 Radar Assessment:

Each Scrum Master will need to answer quantitative questions during the DevOps Health V2.0 assessment.

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

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

You can download these questions here

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