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Preparing for the Retrospective

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

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

Setup the Team, Team Members and Stakeholders

If the ScrumMaster/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®, you should work with the ScrumMaster 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. 


Create and Launch Assessment for the Stakeholders

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.


Schedule AgilityHealth® Retrospective Session

Work with the ScrumMaster 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 example invite content for a TeamHealth Retrospective:

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 and sending the assessment no more than one week prior, if the team members are taking it in advance. Otherwise, you can launch the assessment during the retrospective session. Be sure to send the Stakeholder assessment one to two weeks prior to the retrospective session so you have those results to view during the session.


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 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 ScrumMaster 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 2.5 assessment:

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 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

For the DevOps V2.0 assessment:

Each ScrumMaster 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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