Release 12.2 | 06.16.2017

Greetings from your AgilityHealth Team!

Release 12.2 is live! Our team has been working on several enhancements this sprint. We have updated the Enterprise Dashboard to allow users to change all widgets based on survey type, we have updated our Bench-marking feature to allow Teams & Programs to benchmark themselves against all of AgilityHealth, and we are currently working on making our site responsive on all devices and web browsers!

Check out more details below!

Responsive Views – Team Dashboard

Our team is working on making our entire site responsive on all devices and web browsers! We have added responsiveness to our Team Dashboard and our Login pages which can now be viewed on mobile devices and will adjust properly to different sized windows. We will be rolling out several new responsive pages over the next few releases so stay tuned to see more!

TeamHealth Maturity  Widget 

This widget shows the health of the teams relative to the existing stages. This can be particularly useful in cases where their health my not be in line with their current stage, e.g. a team with high maturity but low health. The team markers have a hover function which will allow the user to see team names.

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Release 11 Hardening & 12.1 | 06.02.2017

Greetings from your AgilityHealth Team!

Release 11 hardening  & 12.1 are now live! Our team has developed and finalized several new features for this release! Users will now be able to benchmark their teams against the rest of the company, schedule retrospectives utilizing our new scheduler dashboard, obtain feedback from participants about the facilitator and much more!

Check out all of our new features below!

Benchmarking – Company Only

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.


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.

Growth Journey Timeline periods

The Growth Journey can now be filtered out by different time periods! You can select Monthly, Quarterly, Bi-Annually and Annually time frames.

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.



Team Admin

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.

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:


Managing Growth Items

The Growth Plan

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:

Release 11.3 & 11.4 | 05.19.2017

Greetings from your AgilityHealth Team!

Release 11.3 & 11.4 are now live! Our team has been hard at work rearranging the flow of our assessment results as well as updating some of our current features so that they are easier to use. We have also created some great new features such as allowing team members and stakeholders to take an assessment without the need for an email invite and developing Growth Targets in a Growth Item!

Check out our new enhancements and features below!

Moved Growth Impact section from Solution tab to Growth Item tab

We have moved the Growth Impact section from the solution tab to the main tab of the Growth Item pop up and relabeled them as Growth Targets. The team can then select Dimensions, Sub-Dimensions, Competencies, Hard Metrics and/or Business Outcomes as targets when creating a Growth Item so that they can identify where they want to improve.

Survey Engagement Overhaul

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.

Other Enhancements

Business Outcomes

Custom Metrics has been relabeled as Business Outcomes.

Assessment Enhancement | Saved Formatting for Free Form Responses

Free form responses will now save the formatting that is inputted by a participant.

Assessment Notes & Comments | Stakeholder Responses are now in Orange Text

Several of our clients have been asking to see the stakeholder responses separated from the team’s feedback in the notes section. We have changed the text color of the stakeholders to orange so that team members can pick out and see what their stakeholders are saying. The responses will remain the same color if there is only one stakeholder.

Assessment Creation | Add Team Member in Draft Mode

Users are now able to add Team Members directly from the edit assessment page when it is in draft mode.

Drag & Drop Feature for Assessment Notes

The Notes section has been moved below the Analytics section so the team can review their textual answers prior to creating their Growth Items.

Enable Team Member Login Moved to Manage Features

Users will now need to go to the Manage Features section in order to enable Team Member Login across the entire company.

Webpage Tab | Shows Area Name

Your webpage tab for AgiltiyHealth will now show you what section you are on within the platform.

Print to PDF add to Edit Assessment Page

Facilitators are now able to print the Edit Assessment page to PDF in order to save the facilitator notes externally.

Bug Fixes

  • Fixed issue that caused the Team Member Edit page to disappear when removing Roles or Participants Groups
  • Fixed an issue that would remove a reviewer from the Add Reviewers step if the page is refreshed
  • Fixed a few UX issues regarding the swim-lanes and archive teams section
  • OGI/Hard Metrics Dashboard Widget now displays correct results when filtered via the auto-suggest drop-down
  • Users can now edit individual assessments from the Roll-up assessment
  • Updated Kendo grid to adjust long email address to keep the grid was breaking
  • Team Dashboard filter tab will now be displayed over the footer