A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | AF | AG | AH | AI | AJ | AK | |
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1 | Instructions | Structure of a health check | |||||||||||||||||||||||||||||||||||
2 | Make a copy of this document and rate the health of a team on the following sheet. | Short title of area - feel free to add new ones or cut the ones that don't feel relevant | |||||||||||||||||||||||||||||||||||
3 | Feel free to change the definitions of rubric - the meanings of 1 - 5 are intended only as guidelines and useful defaults | Question to invite team members to tune into the area | |||||||||||||||||||||||||||||||||||
4 | The questions are designed for small teams, to get a picture of a larger organisation take an average of each team | 1 | Highly disfunctional or noticeable in its absence | ||||||||||||||||||||||||||||||||||
5 | 2 | Poor, inconsistent, unreliable | |||||||||||||||||||||||||||||||||||
6 | 3 | Good, improving, adequate for now | |||||||||||||||||||||||||||||||||||
7 | 4 | Very good, the team is really nailing it | |||||||||||||||||||||||||||||||||||
8 | 5 | Exceptional, the team is continuing to improve an already amazing practice | |||||||||||||||||||||||||||||||||||
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10 | |||||||||||||||||||||||||||||||||||||
11 | Purpose | Rhythms | |||||||||||||||||||||||||||||||||||
12 | How clear and effective is the team's purpose? | How well does the team maintain predictable rhythms and rituals? | |||||||||||||||||||||||||||||||||||
13 | 1 | No thought has been given to it | 1 | No rhythms, ad hoc | |||||||||||||||||||||||||||||||||
14 | 2 | It's been spoken about but never written / agreed | 2 | Poor attendance, rhythm purpose unclear, rhythms sporadic | |||||||||||||||||||||||||||||||||
15 | 3 | We've written it down but don't use it much | 3 | Rhythms ok, need tuning. | |||||||||||||||||||||||||||||||||
16 | 4 | It is alive in our culture and we refer to it regularly | 4 | Good rhythms but unconscious - not reflecting and improving | |||||||||||||||||||||||||||||||||
17 | 5 | We live our purpose and continue to deepen our relationship with it | 5 | Rhythms feel great, conscious practice of reflection and improvement | |||||||||||||||||||||||||||||||||
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19 | Production | Meetings | |||||||||||||||||||||||||||||||||||
20 | What is the quality of the work produced by the team? | How well does the team meet? | |||||||||||||||||||||||||||||||||||
21 | 1 | Poor quality outputs produced inefficiently | 1 | Lack of participation, many feel like the gathering / meeting was a waste of time, no notes taken (may even feel unsafe) | |||||||||||||||||||||||||||||||||
22 | 2 | Either quality is poor or there is a lot of waste | 2 | Less bad stuff, some people getting what they need but not all | |||||||||||||||||||||||||||||||||
23 | 3 | Good quality outputs produced with little waste | 3 | Mostly following good practices, maybe difficulty sticking to purpose, mediocre facilitation | |||||||||||||||||||||||||||||||||
24 | 4 | Excellent quality and highly efficient | 4 | Following good practices, clear roles, efficient and useful | |||||||||||||||||||||||||||||||||
25 | 5 | Excellent quality, highly efficient and continuously improving / adapting | 5 | Great meeting practices and actively adapting meeting practices to fit team / environment (maybe even fun!) | |||||||||||||||||||||||||||||||||
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29 | Decision Making | Relationships | |||||||||||||||||||||||||||||||||||
30 | How are decisions made in the team? | What is the quality of the relationships between team members? | |||||||||||||||||||||||||||||||||||
31 | 1 | Significant decisions not being made, confusion on how decisions made and decisions not recorded | 1 | Team members who won’t talk to each other | |||||||||||||||||||||||||||||||||
32 | 2 | Lack of understanding of different types of decision making, lack of clarity on who is making decisions | 2 | Significant hurt / hard feelings / miscommunication / passive - aggressive (antipatterns) | |||||||||||||||||||||||||||||||||
33 | 3 | Starting to get clear on and experiment with different decision types, but inconsistent adherence and participation | 3 | Mostly aligned, some repeating patterns, feels good most of the time | |||||||||||||||||||||||||||||||||
34 | 4 | Clarity on how decisions are made, good records, and high levels of participation | 4 | Aligned and coherent but unacknowledged emotional labour - intellectual only | |||||||||||||||||||||||||||||||||
35 | 5 | Mature decision making practices, that is adapating to needs of team | 5 | Extremely strong personal connections between team members, conscious dialogue around unseen but felt dynamics | |||||||||||||||||||||||||||||||||
36 | |||||||||||||||||||||||||||||||||||||
37 | Agreements | Communication | |||||||||||||||||||||||||||||||||||
38 | How does the team make shared agreements? | How well do team members communicate with each other? | |||||||||||||||||||||||||||||||||||
39 | 1 | The team does not have any agreements and there is confusion about 'how things are done' | 1 | Significant misunderstandings / miscommunications / misalignment | |||||||||||||||||||||||||||||||||
40 | 2 | The team has implicit agreements that are agreed verbally but often forgotten or misunderstood | 2 | Lack of shared language / fixed opinions preventing coherence, individuals dominating communication | |||||||||||||||||||||||||||||||||
41 | 3 | The team has basic agreements that are written down, but often out of date or ignored | 3 | good balance of participation, not communicating needs well | |||||||||||||||||||||||||||||||||
42 | 4 | The team has robust agreements, that are kept up to date | 4 | Feels easy, aligned, clear, everyone able to ask for what they need, but not evolving / conscious - can’t talk about hard stuff | |||||||||||||||||||||||||||||||||
43 | 5 | Agreements are robust, updated and minimal - the team strikes an excellent balance between implicit and explicit agreements | 5 | Reflective communication practice, can handle difficult topics appropriately | |||||||||||||||||||||||||||||||||
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47 | Commitments | Development | |||||||||||||||||||||||||||||||||||
48 | Do team mates keep their commitments to each other? | How well does the team nurture the personal and professional growth of team members? | |||||||||||||||||||||||||||||||||||
49 | 1 | Commitments are not tracked and often broken, missing deadlines is the norm | 1 | No thought has been given to individual development | |||||||||||||||||||||||||||||||||
50 | 2 | Commitments are as likely to be broken as to be kept | 2 | Individual development is inconsitant and ad hoc | |||||||||||||||||||||||||||||||||
51 | 3 | Team members usually meet their commitments to each other | 3 | Team members have individual learning plans | |||||||||||||||||||||||||||||||||
52 | 4 | Team members always keep their commitments or renegotiate before they are due | 4 | The team actively supports individuals to grow personally and professionally | |||||||||||||||||||||||||||||||||
53 | 5 | Individuals manage their commitments exceptionally well and deliver with a sense of ease | 5 | Team members are actively engaged in high functioning learning communities | |||||||||||||||||||||||||||||||||
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55 | Roles | Improvement | |||||||||||||||||||||||||||||||||||
56 | Who does what, when? | How well is the team identifying and implementing improvements to how they work together? | |||||||||||||||||||||||||||||||||||
57 | 1 | No clear roles and there is significant confusion about who does what | 1 | The team is not improving internal processes or is making them worth | |||||||||||||||||||||||||||||||||
58 | 2 | Roles informally allocated but inconsistent understanding amongst team | 2 | Improvements are sporadic and few and far between | |||||||||||||||||||||||||||||||||
59 | 3 | Good shared understanding of the roles team members fill | 3 | The team has a process for tracking internal improvements and regularly dedicates time to the work | |||||||||||||||||||||||||||||||||
60 | 4 | Roles are documented and well suited to each team member | 4 | The team is improving on many areas at a rapid pace | |||||||||||||||||||||||||||||||||
61 | 5 | Roles are excellent and team is regularly adapting them to meet their needs | 5 | The team has gone meta and is improving on their rate of improvement | |||||||||||||||||||||||||||||||||
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65 | Feedback | ||||||||||||||||||||||||||||||||||||
66 | How well do individuals give and receive feedback? | ||||||||||||||||||||||||||||||||||||
67 | 1 | No feedback is given, or feedback is used in harmful ways | |||||||||||||||||||||||||||||||||||
68 | 2 | Feedback is unstructured and inconsistent | |||||||||||||||||||||||||||||||||||
69 | 3 | Team members have good individual skills for giving and receiving feedback | |||||||||||||||||||||||||||||||||||
70 | 4 | The team has a regular ritual for feedback and is comfortable with difficult feedback | |||||||||||||||||||||||||||||||||||
71 | 5 | The team is consciously refining and adapting a high functioning feedback process | |||||||||||||||||||||||||||||||||||
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73 | Accountability | ||||||||||||||||||||||||||||||||||||
74 | How are people held accountable for their actions? | ||||||||||||||||||||||||||||||||||||
75 | 1 | No one is held accountable or people are crucified for small lapses | |||||||||||||||||||||||||||||||||||
76 | 2 | Accountability is inconsistent and informal | |||||||||||||||||||||||||||||||||||
77 | 3 | Team members regularly hold each other accountable | |||||||||||||||||||||||||||||||||||
78 | 4 | The team combines hard metrics and a culture of accountability | |||||||||||||||||||||||||||||||||||
79 | 5 | The team sets and meets incredibly high standards | |||||||||||||||||||||||||||||||||||
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