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Understanding the Facilitator Dashboard

The Facilitator Dashboard is designed to provide access to the results of the Facilitator survey that team members may take following a retrospective session. 

This information can be used to determine whether Facilitators need additional support and training or to acknowledge the Facilitators that are rock stars. We recommend creating a Community of Practice for facilitators to share best practices, and this feedback is helpful to determine what is working well. Facilitators can review their own results to better prepare for future retrospectives. 

The Facilitator Dashboard view is only available for Company Admins and Facilitators. 

In order to get to the Facilitator Dashboard, this feature must first be turned on by your Customer Success Manager. If you do not see the Facilitator Dashboard tab, contact your Customer Success Manager. Company Admins will be able to see the results for all Facilitators for their company, while Facilitators will only be able to see the results for the retrospective sessions they have conducted.

If this feature is enabled for your company, the Facilitator Survey will be automatically sent to a team member once they have finished taking their TeamHealth Survey. Their results are anonymous. View the Facilitator Survey here.


Facilitator Dashboard Location

From the Team Dashboard, click on the Facilitator Dashboard tab in the navigation.

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Facilitator Dashboard Functionality

Once you are on the Facilitator Dashboard, you can view the results of Facilitator surveys in various ways.

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  1. Export to Excel 
    • You are able to export the entire dashboard to and excel spread sheet. Any filters you make on the dashboard will be saved in the export as well. This would be useful if you want to share certain items with a leadership team who does not have access to AgilityHealth or prefers this information in an excel file. 
  2. Facilitator Name
    • Allows you to sort the column alphabetically by first name.
  3. Email
    • Allows you to sort the column alphabetically by email address.
  4. Facilitator Avg
    • Shows you the average rating received for the Facilitator's ability to facilitate given by Team Members in all of the retrospectives they have facilitated.
    • Allows you to sort the column by lowest to highest and vice versa.
  5. Retrospective Avg
    • Shows you the average rating received for the Retrospective session given by Team Members in all of the retrospectives the Facilitator has facilitated.
    • Allows you to sort the column by lowest to highest and vice versa.
  6. No of Assessments
    • Tells you how many assessments the facilitator has facilitated.
    • Allows you to sort the column by lowest to highest and vice versa.
  7. Date of Last Assessment
    • Shows you the date of the last assessment the Facilitator conducted.
    • Allows you to sort the column by date.
  8. Assessment Name
    • This column will show you the names of each assessment the Facilitator has facilitated. 
    • Allows you to sort the column from lowest to highest and vice versa.
  9. End Date
    • Here you can see the end/close date of the assessment, which may be different than the retrospective session date. 
    • Allows you to sort the column by date.
  10. Facilitation Date
    • Here you can see the date the Facilitator conducted a retrospective session.
    • Allows you to sort the column by date. 
  11. Facilitator Rating
    • Here you can see for each individual assessment the rating received for the Facilitator's ability to facilitate given by Team Members.
    • Allows you to sort the column by lowest to highest and vice versa.
  12. Retrospective Rating
    • Here you can see for each individual assessment the rating received for that Retrospective session given by Team Members.
    • Allows you to sort the column by lowest to highest and vice versa.
  13. No of Participants
    • Here you can see the number of participants or Team Members in an individual retrospective session.
    • Allows you to sort the column by lowest to highest and vice versa.
  14. No of Responses
    • Here you can see how many of the participants in each individual retrospective session participated in the Facilitator Survey.
    • Allows you to sort the column by lowest to highest and vice versa.
  15. Assessment Name - Link to Results
    • Each Assessment Name is a link you can click on to see the answers to the questions asked on the Facilitator survey. Learn more about the Facilitator Survey
  16. Expand/Collapse Arrows
    • Clicking this arrow will allow you to expand and collapse the information available for each Facilitator so you can dive deeper into individual retrospective sessions.
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