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Should team members take an assessment before a retrospective or during a retrospective?

  • Include the survey within the facilitated retrospective when:
    • Team is taking their baseline/first time taking the assessment as a team or there are many new members
    • Team needs additional guidance and support to understand questions consistently
    • Team needs time to focus, free of distractions or interruptions
  • Have team members complete the survey prior to the retrospective when:
    • Team has experience with the AgilityHealth retrospective process
    • Team members need flexibility in scheduling their time (distributed team, varied responsibilities)
    • Team needs to limit the meeting time to less than three hours
    • Team wants to spend more time discussing and developing growth items
    • Team is distributed and the retrospective will be done virtually
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