All posts by Sally Elatta

New Features List

Team Member Login| Maturity ModelSurvey PINBenchmarking

AHF SurveyFacilitator DashboardAssessment Scheduler

Wondering what are the major capabilities and features provided currently by AgilityHealth? Wonder no more, checkout what our team has currently implemented or take a sneak peak at the ROADMAP page to see what’s coming soon!


 

Team Member Login

We have streamlined the team member login process! Now when your company is set up within AgilityHealth, you can choose to have your team members login after they have taken the assessment and submitted their answers, team members can login after the assessment has reached its end date or you can allow your AHF’s to select how their team member’s login per assessment. Once they have selected their option, they will be able to view what they have selected by editing the assessment and reviewing the Assessment Details section.

During the Assessment Creation:

After the Assessment Has Been Published:

 


Maturity Model and Assessment Checklist by Radar type

We have created a custom maturity model that will allow Company Admins to add in their own definitions and/or names that may be used withing their company or current engagement. The assessment checklist can be set up to help facilitators determine the maturity of a team and can relate these steps to newly added maturity names & definitions.

 

 

 

 

 

 


Survey PIN

Several of our facilitators have had issues with participants not receiving the survey invite or not having the time to get our AgilityHealth email address white listed before a retrospective. Our team has developed a way for participants to access their own individual surveys without the need for the invite email! We have created an external open webpage to allow team members to input their email and custom assessment pin to access their specific service link that is connected to their email address. This feature can be turned on under the Manage Features section in Settings. Once the assessment is launched, a new option will appear at the top of the Team Members and Stakeholders list on the edit assessment page.


Benchmarking

Teams and Programs now have the ability to benchmark themselves against other teams and programs with their organization! The average health across the teams & programs within the company will make up the benchmark radar that teams & programs can compare against. When view your assessment results, select the Scale Icon   to bring up the Benchmarking Options pop up.

You can then select what you want to compare. You can select ‘All Teams’ to see how you stack up against the entire company, or you can filter it down through several different Tag options. These Tag options are different between a Program level and a Team Level.

Team Level

Program Level

Once you make your selection, the Radar will render and display the results.

You will then see the average of your team’s assessment results stacked up against the average of the entire company! The shading is there to help indicate the spacing between the the lines and pin point were your team is above or below the average of the entire company.

We have also created Infographics to give you little bit more depth into the benchmark data.The boxes below will display the Dimensions total score for the team and a total score for the company. It will then tell you if you are above or below the average and give you a percentage of the difference. 

The “Top 5 Competencies” section shows the team’s 5 highest competencies relative to the benchmark.  The “Lowest 5 Competencies” section shows the team’s 5 lowest competencies relative to the benchmark. These competencies may be higher or lower than the benchmark.

We have also included the Analysis table to drill down into each competences.


AHF Survey

We have developed a quick survey that can be launched following a retrospective to collect feedback about the facilitator and the retrospective. This feature can be enabled by a Site or Company Feature Admin. Once it is turned on, a new option will appear on the review & finish page of the assessment creation process. If selected, a short survey will be sent out to all participants after the end date of an assessment is reached.


Facilitator Dashboard

Company Admins will now have access to the Facilitator Dashboard. This dashboard will allow them to schedule retrospectives for facilitators within their organization as well as view the AHF survey feedback.


Scheduler

Company Admins will now have the ability to schedule retrospectives for all their facilitators in one location! The scheduler is set up much like and online calendar that will show you what retrospectives are coming up and allow you to schedule a other retrospectives based on your facilitator’s availability.

 

 

3 Insights on Managers

Some mangers have made the following observation:
“As a manager, when I look at the ratings of  Leadership > Manager in the Team Health radar, it’s hard for me to determine who this feedback is for since the team has several managers and where exactly I need to grow/improve”.
So, we wanted to clarify the 3 key insights you can gain on managers using AgilityHealth and how:
1- Our intention from the Team Health view was to gain insights on “How does the team feel about their general management team?”. It wasn’t intended to give managers specific feedback for themselves but to identify if there is a common area like ‘People Dev’ that is a strength or an opportunity across all managers for this team.  Consider this Mgmt. insights #1.
 
2- Mgmt. Insights #2 is achieved by looking at the rollup across a program and filtering by role.  This answers ‘How do all the Developers in this program feel about their managers?” or any other role. For example let’s take the Card Acquisitions program rollup, when you navigate and filter by role, you can pick the ‘developer’ and you would get the view below. This view allows us to zoom into how the managers of the developers are doing.
 
3- Mgmt. Insights #3 is achieved by having managers send out our Agile Leadership health (or a custom version) for feedback for all their direct employees, peers and their leaders. This enables managers to receive feedback including textual responses on how they’re doing. We recommend scheduling a 1:1 coaching session with a leadership coach or a mentor to help review the results and  build an actionable growth plan for themselves. They can re-assess again in 3 or 6 months to see if they’ve made measurable progress.
This approach is probably what managers who are looking for concrete feedback on themselves could utilize. Want to try this? contact success@agilityhealthradar.com and we’ll get you setup.
Please give us your thoughts below on this approach. We’re always open to feedback :).

Getting Started

What is AgilityHealth?

AgilityHealth is a powerful measurement & continuous growth platform designed for companies that want to accelerate the growth and business agility of your organization.

AgilityHealth is designed by real world Agile experts and offers several radars for assessing:

  • Teams
  • Programs and Product Lines
  • Portfolio
  • Individual Health

The popular TeamHealth Retrospective is delivered as a facilitated assessment and retrospective session by a certified AgilityHealth Facilitator. The facilitator guides the team through analyzing their Team Health radar, having a meaningful conversation and developing an actionable growth plan for the next quarter.

Watch and share the 3 min AgilityHealth Explainer Video to learn more.

Download the Team Health Flashcards.

Checkout our AgilityHealth Vimeo Channel! 

IntroSample

Video Highlights:
1- Team Health Intro Simulation (what to say at the start of the retrospective)
2- Flashcards Walkthrough
3- Many helpful hints from experienced facilitators!


Skip to Section:

  1. FACILITATOR PRE-ASSESSMENT ACTIVITIES
  2. CREATING AND LAUNCHING ASSESSMENTS
  3. SCHEDULE YOUR TEAM ASSESSMENTS
  4. YOU’VE SCHEDULED YOUR FIRST ASSESSMENT – NOW WHAT?
  5. WHAT HAPPENS AFTER THE ASSESSMENT
  6. AGILITYHEALTH FACILITATOR PROCESS
  7. MULTI-TEAM HEALTH ASSESSMENT PROCESS


AgilityHealth Facilitator Journey


Getting Started as an AgilityHealth Facilitator


Setting up a Team

  1. Login to Agility Health
  2. Select Add A Team
    When prompted to select what type of team you would like to create? Select Team, unless you’re doing a program team Retospective then select Multi-Team (Guide for multi-team below).
  3. Add a Team Wizard


Create Team Page

  1. Enter a team name (required).
  2. Work Type – most teams doing scrum or scrumban would fall under the category of ‘Software Delivery’. If you have a team that is doing Kanban – select ‘Service and Delivery’.
  3. Complete the remaining questions.
    If you’re not familiar with the team, we recommend that you have your business line admin or company admin add the scrum-master of the team so they’re able to complete the questions and add team members.
  4. Team Tags
    If available tag your team with the appropriate product line and program.


Add Team Members Page

  1. Enter the first name, last name and e-mail address of a team member.
  2. Assign a role, participant group and allocation of the individuals you want to take the survey. The survey should be taken by all core members of the cross-functional team. (Think those who come to stand-up everyday)
    • You also have the option to bulk upload team members! Download our team template using the  icon to add in the participant’s name and email address. You will be able to upload the document and add in their roles and participant groups.

 



Add Stakeholders Page

  • Stakeholders are managers, sponsors and anyone you’d like to give a vote of confidence for the team.
  • The only question this group receives is: ‘How confident are you as a stakeholder that the team can meet the current goals?”
  • The process of adding or uploading stakeholders is the same as adding team members!

Review & Finish Page

Review the information entered to ensure all team members and stakeholders are entered correctly.


Add Team Admin

The Team Admin role is designed to allow a user to edit their team, update the growth plan and monitor the teams results over time. The Team Admin role is normally assigned to the Scrum Master.

In order to add a Team Admin to a team, you would need to go to:

1. Settings

2. Manage Users

3. Select your Company

4. Select the Team Admin Tab (you can also view the other roles available by hovering over the blue & white question mark icons next to their names)

5. Select Add New

6. Fill out their information and then select which teams you would like them to have access to

7. Select Save and Close (in order to get a certification tag assigned to them, you would need to contact us utilizing the  and requesting the tag be placed on that user. The user would need to have been certified in one of our courses prior to the request)

 


Optional: If you’re a scrum team and would like to generate metrics for your team.

  1. Go to Team Dashboard – Click the Blue Edit Pencil on top of your team name.
  2. Select Metrics Tab -> Add New
  3. Enter: Iteration #, Target Points, Actual Points, Total Points, and Escaped Defects

Below is a sample of the Metrics Summary the tool will generate for you:

If you enter the release data then the tool will generate release health metrics – see sample below:



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Creating and Launching the Assessment

Now that you’ve setup your team, the next step is to create an assessment.

Enter in the Assessment Type, the Assessment Name, the Facilitator and the Facilitation Date.

Next, select the team members that will be participating in the assessment.

Then add the stakeholders who will be sent the survey prior to the facilitation date.


Launch the Assessment 

  1. Once the assessment is created, don’t launch (Publish) to everyone until the scheduled AgilityHealth retrospective session.
  2. It is recommended however that you send the assessment ahead of time to stakeholders
    • Do this by selecting ‘Send to Stakeholders’
    • Also recommended to send them a reminder e-mail to complete it prior to the scheduled session. See sample e-mail below:
  3. Once you’re with the team and ready to facilitate your first assessment, go ahead and launch (Publish) to Team Members.

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Schedule Your Team Retrospective

The last page of the cheat-sheet has the AgilityHealth Retrospective meeting purpose, agenda and deliverables. This is also included below:

  • Remind everyone to bring a laptop.
  • Optional:- Some facilitators like to send out the TeamHealth Flashcards to the team.

Sample Email to the Team 

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Congrats You’ve Scheduled Your First retrospective.. Here are a few videos to help you get ready:

You can find additional videos on the AgilityHealth Facilitator Channel.

Practice Your Intro of AgilityHealth retrospective

1. TeamHealth – Intro from Agile Transformation Inc. on Vimeo.


Tips for analyzing and understanding your team’s radar

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Here are a few things to do following the retrospective:




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AgilityHealth Facilitator (AHF) Process Summary:

When to Administer

  • New Teams
    • After 1 or 2 months. – establish a baseline
  • Active Teams
    • Quarterly cycle

Who Should Attend?

  • All team members are invited and preferably present (online or in person) for this session including the PO and Scrum Master of the team.
  • Stakeholders are usually sent the survey ahead of the actual retrospective meeting so the team can analyze their responses.
  • Stakeholders are typically: Managers, IT leaders, business leaders impacted by this project or anyone the team feels they want input/feedback from.

How Long Should the Meeting Be?

  • Plan for 2hrs min. to 3hrs Total
    • It should take the team about 45mins to complete the survey, do not rush the team through it and encourage team to include comments
    • Plan 30mins to Review survey and 30mins – 1hr to help the team come up with their quarterly Growth Plan

Planning For The Retrospective

  • Test should be done in person for the first time, ongoing team may take the test at desk but in person is better
  • Laptops are required for the session
  • For a new team, create the team and add the members
  • Create the assessment, confirm team members
  • Set date the assessment will close
  • Click Finish – email will be sent to team members with a link to the assessment

Conducting an Assessment

  • Survey works best with Chrome or Firefox
  • Emphasize that the assessment is not in any way tied to a performance review, it is completely anonymous and is for team growth only!
  • Ground rules for comments – request the team not use names or roles that call out people specifically, and to keep it professionally appropriate
  • AgilityHealth Facilitator (AHF) should monitor comments and evaluate top areas to focus and coach team on.
  • Best way to do this is to give team a 10mins break following completing the assessment prior to reviewing the results with team.
  • Provide Team Flash Cards to the team so they can reference to assist them in answering questions.

Review Results

  • Review should occur immediately after the survey is taken
  • Review Recommendations
    • Review radar summary without detail
    • Review radar with details
    • Zoom in to allow the team to focus on one section at a time
    • Look for trends
    • Help the Scrum Master, and team to build a growth plan – this is the deliverable of this meeting
  • Team must approve before sharing with Management any details
  • Organizational Growth Plan items should be shared with management team & Program team so they can help address them


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    Multi-Team Health Retrospective Process

    When should the program team and managers review their results?

  • New teams being stood-up
    • With Coach during Management Retrospective
  • Active Teams
    • Quarterly cycle – Following a team assessment – their next retrospective should be the management retrospective to review with program and managers the organizational items.
  • Management Retrospective is setup by the Scrum Master Agenda
  • Review multi-team assessment.
    • Review Analytic Section (Scrum Master)
  • Pull Items into backlog based on feedback from team.
  • During Program Team Retrospective
    • The Program should review the multi-team assessment to see patterns across the teams.

How to setup a program team? 

  1. Login to your AgilityHealth Account – Click “Add A Team”
  2. Select Multi Team – For MultiTeam Type: Select Program Team from drop-down menu
  3. Setup your team Profile – Upload a fun photo for your program team
  4. Add Sub-Teams – There is a tab on the top by Team Profile – “Sub Teams” –
    • There will be a button to Add Sub-Teams – Click on it
    • Browse the list of [company] teams and add those that belong to your program – Press Update

Multi-Team (Program) Radar 

  1. What is it? 
    • The Multi-Team Health Radar gives the program team an overview of all the teams in the program radar, as well as a
      radar of the average.
    • When you scroll down you’ll also be given a radar analysis, that will indicate areas that are in green, yellow or red.
    • This is a great tool to use during Program Retrospective to indicate areas the program can help the teams with and add to the program backlog of process improvements

For example if cross multiple teams Measure of success is yellow, then the program team can take an action item to ensure there are clear measures of success for the teams within their program.

  •  Scroll down past the radar analysis to get the Organizational Growth Plan Items
    • Here you can add new items if you’re going to use the tool to track all your process improvement backlog
    • Pull items from Sub-Teams to see what are the teams are requesting the program help with
    • Combine items allows you to combine items from multiple teams if they are similar
    • Export to excel allows you to export to excel and import into a different tool

  • To filter down the views and see what color each team is please click the two <> green button on the left hand-side.
  • You can filter down by teams – Helpful to see how a particular team is doing compare to the average
  • You can filter down by Roles – Helpful to plot how my developers are feeling vs QA testers on a certain area or overall, etc.
  • You can filter down by participant groups –
  • You can set additional participant groups if you wanted to do extra filtering… (go to settings where your profile is on the top right side)
  • In the system exists leadership team (SM, SL, PO) vs technical team (everyone else)
  • Or you can also see Contractors or Business folks.


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Release 4.03 | 03.05.2016

Major Features:

  • Multi-Teams | Organizational Items Notifications

    We’ve had this vision of creating two way accountability and finally made it happen. Now, when an organization item that was raised by the team gets any traction, the sub team(s) affected will get notified – Sweet! Any Team Admins will get an email plus you’ll now see this little icon on the team’s growth plan that shows the number of notifications.Notifications 

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Release 3.3 | 11.02.2015

Release 3.03 – Monday 11/02/2015

Updates to Radars:

We’ve kept the core TeamHealth radar very stable for a while now but decided to make an update to the competencies and questions to better support our KANBAN teams,  thanks so much to our Vistaprint friends for sharing all their feedback!

Our goal is for this TeamHealth  assessment to be used by Agile teams regardless of the method they use, but based on the feedback from our customers, some changes were needed to accommodate both. Here they are:

  1. Changed the competencies ‘Release Plan’ and ‘Iteration Plan’ to ‘Mid-Term Plan’ and ‘Short-Term Plan’ since Kanban teams don’t usually have a ‘Release Plan’. The questions were updated as well to ask about the ‘next couple of weeks’ or ‘next few months’ instead of ‘next iteration’ or ‘next release’.
  2. Changed the competency ‘Predictable Velocity’ to ‘Predictable Delivery’. That actually works out best for Scrum or Kanban teams. Also changed the questions to ask about ‘velocity, lead/cycle time’.
  3. Split out a few questions that seemed to have two different questions in one, we’ll probably do more of that. For example we used to combine a question about ‘tracking target vs. actual results’ and ‘our actual delivery is within 10% of our target’ which now we’ve split into two.
  4. Made some other minor changes to the text of some questions to simplify the language.

As you go through the assessment and notice these changes, please post your feedback below, we’d love to hear from you if you like these changes or have other suggestions. Don’t forget to use the HELP button in your app to also send questions, suggestions or any issues you run into.

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