The health check process - CLOSE

Close your health check with a summary, key metrics and a list of outcomes. You can share the results easily, as well as run a CHECK OUT QUESTION to collect feedback, and generate summaries for reporting and follow-up.

What you can do in the CLOSE step

Use this step to:

• reflect on the outcomes.
• run a CHECK OUT QUESTION.
• download, share, or publish meeting summaries and the action plan
• generate AI-powered summaries

• Use a CHECK OUT QUESTION to gather team reflections at the end of the session. This helps measure how the team felt about the meeting or process.

Downloading your meeting outcomes

• PUBLISH the meeting summary through your preferred integrated task management app. (e.g. Slack, Jira, Confluence).

• Click the DOWNLOAD button to export action items and meeting data. You can choose between PDF, EXCEL, or CSV formats.

• SHARE the meeting summary with your team members by email. 

Generating AI-powered summaries

Facilitators can generate a detailed AI-powered summary at the end of the health check. These summaries include:

• citations linked to specific comments, ratings, and actions.
• breakdowns by dimension.
• editable text for clarity and context.

This allows you to create a polished, structured report that reflects the outcomes of your session.

• As a facilitator, you can add notes or edit the summary.

• If you have used this template to run previous health checks, you will also see a historical trend of how your team is progressing overtime.

• You can now EXIT the health check, and it will be stored in your library for future reference.