Creating a custom maturity model template
You can create custom maturity models for your team or your entire account. These will be available as a template from the health model library under the CUSTOM tab.
- Team-Level Template - Visible only to the specific team where it’s created.
- Account-Level Template - Available to all teams across the organization. You can also set this as the default maturity model for all teams.
To create custom maturity models, you must be a Team Admin or an Account Owner.
Note: Once a maturity model has been used, removing dimensions may result in the loss of past ratings. Adding new dimensions will create gaps in your rating history.
To create a custom team-level maturity model
- Navigate to the TEAM HOME page.
- Go to SETTINGS, HEALTH CHECKS then NEW HEALTH MODEL.
- Go to customizing your template.
To create an organization-wide custom maturity model
- Navigate to your account HOME page. (Make sure this is at the organization level, not the team home page.)
- Go to SETTINGS, click HEALTH CHECKS, then CREATE HEALTH MODEL.
- Go to Customizing your template.
Customizing your template
Enter your Maturity Model name.
Select your STYLE.
- NUMERIC - A number-based scale where responses can range from a set minimum to maximum. Negative values are supported.
HAPPINESS - A visual traffic light scale using emoticons to indicate negative, neutral, or positive sentiment.
MATRIX - A survey-style model that allows you to add a descriptor for each numerical response.
LIKERT - A model using the 5-point Likert Model (i.e. Strongly Agree —> Strongly Disagree).
You can also choose a COLOR SCALE depending on your preferred design style.
- Add your maturity model's categories. TeamRetro refers to these as DIMENSIONS.
- For each DIMENSION, add a title and description
- For each dimension/category, you can add questions, with descriptions, for your team to respond to. Use the RATING LABELS feature to clarify what each rating represents.
- You can ADD/DELETE dimensions or use the DRAG HANDLE to reorder them.
Once you have added all of your categories and questions and are happy with the template, click CREATE HEALTH MODEL.
Managing or updating your custom maturity model
Note: Once a maturity model has been used, removing dimensions may result in the loss of past ratings. Adding new dimensions will create gaps in your rating history.
- Go to your team’s or account's HOME page —> SETTINGS —>HEALTH CHECKS.
- Find the model you’d like to edit. Click the OPTIONS menu (three dots) on the top right. Select EDIT HEALTH MODEL to update.
You can EDIT, PREVIEW, CREATE NEW LIKE THIS (duplicate), or DELETE your maturity models.
- Once you have made edits to your maturity model, SAVE the template and the changes will be reflected in maturity model meetings going forward.
