The health check process - CLOSE

Close your health check with a summary, key metrics and a list of outcomes. You can share the outcomes easily, as well as run a check out question to get meeting feedback.

Use this step to:

• Reflect on the outcomes
• Run a check out question
• Download, share or publish meeting summaries and action plan.
• Generate AI powered summaries.

Here you can download the action items in PDF, EXCEL, or CSV format via the DOWNLOAD button.

SHARE the meeting summary with your team members by email. 

PUBLISH the meeting through your preferred integrated task management app. (Eg. Jira, Github, Trello, Basecamp).

Run a check out question to get a sense of how your team feels.

Facilitators can also generate comprehensive AI-powered summaries at the end of the health check meeting. These summaries provide detailed citations for comments, ratings, and actions associated with each summary dimension, and can be edited as needed for accuracy and context.