What is a Team Health Check?

The Team Health Check is a specialised self- assessment tool for agile project teams who are looking to improve the way they work together to meet project outcomes.

Each team member can share openly and honestly whether they are in the same room or distributed around the world. Simple emoticon responses create a traffic light response to each dimension so you see the overall picture.

Instant, visual results can be sorted to better facilitate discussions, making it easier to run plays, develop growth strategies and address team impediments. Changes are tracked over time so that the team can see progression or identify new areas for improvement.

Team Health Check

Team Health Check dimensions

The Team Health Check model uses a set of common dimensions that teams can use to evaluate and discover the current health of the team. Use these as standard or create your own set of dimensions to track.

How to create a Team Health Check in TeamRetro

Start Health Check

Your template is ready to go.
Under Health Checks, choose the model you want to use or create your own. Decide if you want to survey the team anonymously, using aliases or openly.

Invite Participants
Invite your team wherever they are.
Invite by a unique and secure code, email address, share a link, use a QR code or post to your Slack channel. They can use their phone, tablet or PC.
Health Check Survey
Survey the team independently and efficiently
Ask the team to reflect and rate along each dimension from happy to unhappy. You’ll see when everyone has finished. Use the in-built timer to keep things on track.
Grouping of ideas after brainstorming in a retrospective meeting

Reveal and discuss the results

Your health check data is displayed showing the average response and tally of each response. Sort dimensions by most positive, negative or mixed responses to make discussions more meaningful.

Grouping of ideas after brainstorming in a retrospective meeting

Keep conversation on track with Presentation Mode
Switch to presentation mode to sync devices making it easier to facilitate and focus conversations. Capture comments and actions along the way.

Grouping of ideas after brainstorming in a retrospective meeting

Review your action plan
Assign action owners and set due dates for new items and review prior actions. This action list can be tracked, shared or integrated into your other workflow tools.

Grouping of ideas after brainstorming in a retrospective meeting

Share the results
Great work, you are all done! Share the results with your team via email, download and print or publish to tools like Jira, Asana and Trello. Results can be tracked in your dashboard.

Tips for running an effective Team Health Check

  • Share and discuss the health dimensions as part of your first health check meeting.
  • The best results come if people are honest, open and courageous. If you need something to help them get there, set your health check to be anonymous or use aliases.
  • During the survey, people should be quickly, silently and independently sharing their ideas. This is not the time to try and solve the problem.
  • Encourage open conversation by setting the cadence for discussion and having the right room for discussion.
  • End with an agreed action plan, appreciation, and feedback for the next health check. Don’t forget, you can always create your own custom health check to track based on the dynamics and feedback of the team.