The Psychological Safety Health Check

What is Psychological Safety?

The Psychological Safety health check is an insightful tool that helps you see how comfortable people feel within their work team by getting feedback on dimensions that are used to measure levels of safety. The more they agree with a statement, the more safe they feel.

Professor Amy C Edmondson of Harvard University coined the term psychological safety as a way to describe a workplace environment free from interpersonal fear. A psychologically safe space is one in which the members of a group share the unspoken belief that theirs is a safe space in which they can take interpersonal risks.

Those interpersonal risks may mean –

  • conflict is observed. This is because safe spaces can allow for quite direct, and very candid conversations to take place.
  • ideas are rigorously explored and assessed.
  • errors are made and failure is experienced as people feel safe to take risks and experiment with different solutions.

The benefit of psychologically safe workspaces is that they remain productive and professional with members being thoughtful and considerate. This health check surfaces the degree to which each team member feels safe. A team leader can then see how safe the group feels and talk through what that means for the team.

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Understanding the core dimensions to psychological safety

A safe work space is one in which an employee doesn’t fear adverse actions for speaking up with ideas, questions, concerns, or mistakes. It is a space in which people feel comfortable being themselves. The indicators of such safety have been distilled down to the seven dimensions below.

How to create a Health Check in TeamRetro

Start Health Check

Your template is ready to go
Under Health Checks, select the health check you’d like to complete. 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.