The retrospective process - WELCOME


Before jumping into brainstorming, the WELCOME step helps you share the key focus and themes of your meeting. This step helps set a clear direction and creates a safe space for honest conversation, and is also an excellent opportunity to run a check-in question to get a quick pulse check of the team, create focus, or get data that you can track over time.


In the WELCOME step, you can:

  • Preview the key themes and questions of the retrospective.
  • Add context about the meeting. This can be any text you would like to share, including any links. The Prime Directive can also be shown as a default.
  • Add an image or picture to theme your retro.
  • Set a timer.
  • Add in a check in question to get a sense of where the team is at.



How to add the welcome step


  1. Navigate to the RETROSPECTIVES tab within a specific team.

  2. Click START A RETROSPECTIVE and choose your template, or CUSTOMIZE if you have already created one.

  1. Under the GENERAL tab, add your title, optionally ADD IMAGE, and provide the CONTEXT for your meeting. You can use the Prime Directive as a default if you wish.

  1. Next, click on PROCESS and enable the WELCOME step.

  1. Click START RETROSPECTIVE. The WELCOME step will now be included in your process.

    You can return to modify this at any time. Your context will appear in the sidebar during the meeting for easy reference.


Once you’ve set the stage and shared the key focus of your retrospective, your team will be ready to move on to the OPEN ACTIONS step to review any outstanding items from previous sessions.

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