The health check process - DISCUSS

Discuss and identify actions

In the DISCUSS step, the results of the SURVEY are revealed to the team. If the same health check model has been used previously, trend data will also be displayed.

Team members can expand on each health dimension and add comments or suggested action items. Alternatively, the facilitator can guide the conversation by using the PRESENT feature to reveal and discuss each dimension one at a time.

Use this step to:

reveal survey results and guide a structured team discussion
identify and assign action items for each health dimension
show dimension descriptions or generate summaries with AI
highlight trends and dig deeper using radar chart statistics
control the flow of conversation using sorting and presentation tools

This step helps teams turn insights into decisions and actions before moving toward review and close.

Showing descriptions and summaries

You can choose to show dimension descriptions and also elevate your health checks with automatic AI summarization of all survey comments for each dimension.

Showing statistics on your radar

You can choose which statistical data points to display on the radar chart to get a more detailed view of the team’s responses. For a full description of each statistic, read more.

Sorting discussion order

By default, the health dimensions are shown in the ORIGINAL ORDER. As the facilitator, you can change the sort order depending on the focus of the discussion:

SORT POSITIVE FIRST - highlight strengths and explore how they can be reinforced or shared
SORT NEGATIVE FIRST - focus on areas needing improvement and possible actions to address them
SORT MIXED FIRST - surface dimensions with diverse views to explore gaps in understanding or experience

Guiding the conversation

By default, all team members can browse and comment on dimensions freely. If you'd prefer to guide the discussion:

Click START PRESENTING to enter presentation mode.
Team members will only see one dimension at a time—the same one being presented.
Only facilitators can control which dimension is shown.

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 participants can add action items during the DISCUSS step. You can adjust permissions using the facilitation tools bar:

FACILITATORS CAN ADD ACTIONS
EVERYONE CAN ADD ACTIONS
EVERYONE CAN PROPOSE ACTIONS

You can also use SUGGEST ACTIONS to generate AI-powered suggestions based on the discussion and survey responses.