The health check process - DISCUSS

Discuss and identify actions

In the DISCUSS step, the results of the SURVEY are revealed to the team. If this health check model has been used in the past, the trend will also be indicated. 

Team members can then independently expand on each health dimension and add their comments or ideas for action items. Or, the facilitator may guide the conversation and PRESENT each dimension one by one for the team to discuss and identify actions. 

By default, the health dimensions will be shown in the ORIGINAL ORDER. As a facilitator, you can change the sort order to decide what you should focus first:

• SORT POSITIVE FIRST - Focus on what the team is doing well. Are there any actions that should be taken to capitalize on these strengths, or embed them further?
• SORT NEGATIVE FIRST - Focus on what the team could improve. Are there any actions that can be taken to improve the teams performance.
• SORT MIXED FIRST - Focus on where there is disagreement. Are there aspects that work for some, but not all team members? Are there actions that can be taken to address the concerns of the minority

You can also elevate your health checks with automatic AI summarization of all survey comments for each dimension. This ensures that no critical feedback is overlooked.

Additionally, you can choose which statistic figures you would like displayed on the radar to get a more detailed view.

Guide the Conversation

By default, all team members will be able to freely explore and comment on each dimension in their own time. 

As facilitator, if you'd like to guide the conversation, click the START PRESENTING button to enter into presentation mode; where team members can only see one dimension- the same dimension- at a time. 

While in presentation mode, only meeting facilitators will be able to move from one dimension to the next.

Who can add actions

By default, all health check participants will be able to add action items to any dimension. Depending on the preferred flow, you have the following options when it comes to adding action items: FACILITATORS CAN ADD ACTIONS, EVERYONE CAN ADD ACTIONS, EVERYONE CAN PROPOSE ACTIONS in the facilitation tools bar. You can even utilize AI to SUGGEST ACTIONS for you based on the discussion and survey responses.