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When should I send the invitation to the retrospective?

  • It is recommended that you send the retrospective invitation to team members and email explaining to stakeholders they will be receiving a survey two weeks prior to the retrospective.
  • Send the survey to stakeholders one week prior to the retrospective so that stakeholders have time to respond to the questions before the session.
  • Send the survey to team members either during the retrospective session, if you're facilitating the survey within the session, or one week prior to the session if you would like team members to have taken the survey prior to the retrospective session. 

Here are some best practices to follow:

When to Administer

  • New Teams – 1 or 2 months after formation to establish a baseline
  • Active Teams – On a quarterly cycle

Who Should Attend

  • All team members are invited and expected to be present (online or in person) for this session, including the PO and ScrumMaster of the team.
  • Stakeholders are usually sent the assessment ahead of the actual retrospective meeting so that their responses will be included in the results. Remember, Stakeholders are typically Managers, IT Leaders and Business Leaders impacted by this project or anyone the team feels they want input/feedback from.
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