Release 12.3 is live! Our team has been working on several enhancements and bug fixes that will make our radar results easier to read and isolate the survey questions with their individual score bar.
Here’s what’s new!
We have updated the radar percentage scale to be more visible and added the percentage scale on each dimension line break. Users will also be able to hover over the average line and see the percentage that it falls on. The percentage scale will now print to PDF as well.
The survey questions have been separated with their score bar and a new confirmation message will display when a user submitted their survey.
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.
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.
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.
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.
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.
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.
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.
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).
Add a Team Wizard
Create Team Page
Enter a team name (required).
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’.
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.
If available tag your team with the appropriate product line and program.
Add Team Members Page
Enter the first name, last name and e-mail address of a team member.
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.
Optional: If you’re a scrum team and would like to generate metrics for your team.
Go to Team Dashboard – Click the Blue Edit Pencil on top of your team name.
Select Metrics Tab -> Add New
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:
Once your team’s retrospective is completed, you will be tasked to manage and update your teams growth plan. Your team’s growth plan is the real output of this Team Health retrospective. Think of it as your team’s growth backlog. Proper management and engagement with the growth plan will help the team grow and an improve in-between retrospectives.
Growth Plan – Grid View
Your first view of the Growth Plan will be the Grid View. In this format, your team’s Growth Items will be listed out in a table and sorted by rank and/or priority. You can filter out the grid by a number of different options by selecting the drop down arrow to the right of each column’s title. See below for a list of functions that the grid view provides below.
1. Grid View vs. Kanban View – This toggle switch gives you the option to stay on the Grid View or switch to the Kanban View (Details Below)
2. This button allows you to add a new Growth Item
3. This option allows you to export the Grid View into an excel file
4. This button will show you all notifications that a team would receive from Organizational Growth Items updated from a MultiTeam level
5. This icon will show you the history of status changes that a Growth Item went through as well as who changed the status
6. Use this button to edit the already created Growth Item
7. You can remove a Growth Item by selecting the delete button
Growth Plan – Kanban View
1. Grid View to Kanban View
2. This banner displays the Growth Item count of each Type (Organizational, Team & Individual)
3. The icon on the left will open up the current Growth Item and allow you to make changes. The icon on the right will allow you to delete this Growth Item.
4. This section displays icons that will show you what Type, Rank, Priority, etc. are set on the Growth Item.
5. You can use this option to filter the Growth Items by Rank
6. You can use this option to filter the Growth Items by Priority
7. To view all a list of options for the Kanban View, click on the gear icon to pull up the Customize panel. You can choose to hide certain status bars, change their colors, view a list of icons and chose to hide ones that are not utilized by your team.
Growth Plan Items
The Growth Plan Item panel is were you will be making the majority of your updates!
Team Admins will mainly add information to the description of the Growth Item, add or change the acceptance criteria and update the status.
If the Growth Item is moved into a Done status you would want to update the solution tab and chose to share it with your organization or let it remain a team solution at this time:
Or, if the Growth Item is put on hold or canceled, you can provide a note as to why the Growth Item is in this status: