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How do I find a Facilitator for a Retrospective?

Important: This feature must be enabled for your company.

Setting up an assessment for a team but need to find a Facilitator? If this feature is enabled for your company, you will see a Find a Facilitator box in the Launch Options while setting up an assessment. After checking that box, our system will send out an email to all your company’s potential Facilitators with the Retrospective time, date and location, allowing them to ‘sign up’ to facilitate the assessment. You’ll receive an email notification once a Facilitator has been found. If a Facilitator has already been entered for this assessment, this option is disabled in the Launch Options. Refresh your memory how to create and launch an assessment here. 

If this feature is not enabled for your company and you would like to use it, contact your Company Admin. If you are a Company Admin and would like to use this feature, let your Customer Success Manager know!


How to Find a Facilitator

On the Review & Launch page, check the Find a Facilitator box. 

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Save the assessment as a Draft and an email will be sent to all Facilitators within your company requesting them to facilitate the Retrospective. 

Facilitator_needed_email.png

Once a Facilitator commits to the Retrospective, they will see a message confirming their assignment, similar to the one below:

Facilitator_confirmation.png

The facilitator will be sent a confirmation email similar to the below:

Facilitator_confirmation_2.png

If another Facilitator attempts to commit to the session after a Facilitator has been confirmed, they will receive this message:

Facilitator_too_late.png

The creator of the assessment (you) will receive an email letting you know a Facilitator has been committed. 

Facilitator_booked.png

 


How to Cancel a Facilitator

In the event a Facilitator can no longer attend the Retrospective, the creator of the assessment (you) can remove them from the Facilitator field by Editing an Assessment and click the Save as Draft button to resend an email communication to all your companies Facilitators, requesting one of them to take over the Retrospective. 

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