Use results from Workspace Pulse Check surveys in retrospectives

If you use Workspace Pulse Check surveys, Echometer will automatically generate individual surveys for each team to cover the outstanding questions. See details: Understanding Workspace Health Rotation

As a team admin, you can see your team’s pulse check surveys in the “Surveys” tab of your team:

Workspace pulse check surveys are open by default for 2 weeks after they are created and then close automatically. As a team admin, however, you can also close the surveys manually before the 2 weeks have expired. Of course, you should only do this in consultation with your team.

The results can only be viewed when a survey is closed.

Even while the survey is still open, you can already link the survey to your upcoming retrospective. To do this, open the survey and click on “Use results in Retro”:

Attention:

• In order for a survey to be linked to a retro, your current retrospective in the team must be in the “In Preparation” status and there must not already be another survey linked to the retrospective.

• If the current retrospective in the team is still running, end it. The next retrospective will then automatically be created in the “In Preparation” status.

You can see whether the survey has been successfully linked to the retrospective by the yellow box with the reference to the linked survey in the retro preparation:

In addition to the results of the survey, you can also flexibly add further health check items or other open questions to the retrospective board. Although these are then not part of the survey, they can simply be answered within the retrospective.