Forecasting and team health

How to run a team health check

Monthly, per team, reviewed by both the team and management. The trend is the signal; any single month is noise.
steps
8
named failure modes
5
definition-of-done criteria
6

How to run a team health check, in one paragraph

A team health check is a monthly forty-five minute session where everyone on one team privately scores the same fixed statements about the work, with the tracker data on the table so predictability and quality are not scored on mood. Good looks like this: ten cards whose wording never changes, scores revealed at once, a colour and a direction arrow on each, at most two actions that exist as real tickets, the card published unedited to management the same day, and a decision rule that acts on three consecutive bad months rather than on one.

That is the procedure. The call is where it meets your delivery structure.

Talk it through

What these are. The delivery operating model our engagements install alongside client teams: the method underneath the agentic work rather than the agentic work itself, published in full and free to use. It is written for the person running a quarter, not for a buyer, so if you are evaluating us, read the five priced engagements or the case studies instead.

When to use this

Once a month, per team, in the same week every month, alongside the fortnightly retrospective rather than instead of it. Run an extra one as a baseline in your first fortnight with a new team, and again when a team switches between AI-augmented and AI-native delivery.

Time to run it once
About two hours a month, of which the session is forty-five minutes
What you need
  • The ten health-check cards
  • One page of the month's delivery data
  • A way to score privately before the reveal

If you do not have those in place, the call is a good place to work out what comes first.

Talk it through
On this page
8 steps

Step by step

Each step is deep-linkable, so you can send a colleague the one that is in dispute.

  1. 1

    Fix ten cards and name an owner

    A health check is ten statements the team scores, not an open conversation about how things are going.

    Use these ten: line of sight, value confidence, predictability, flow, work arriving ready, tech debt, defects, tooling, safety, pace. Word each so a person can agree or disagree with it: "I know which outcome my current work rolls up to and what it is worth", "we landed what our p85 forecast said we would", "I can change this codebase without fear". The delivery lead owns the ritual, books the same slot monthly, and freezes the wording so month three compares to month one. Ten cards, no additions.

  2. 2

    Pull the delivery data before the room opens

    Half these cards have evidence in the tracker, so bring it.

    For the month just gone: throughput, what the p85 forecast said against what landed, the quarter's Bug Budget epic burn as raised against closed, the Tech Debt epic burn, how many epics bounced back out of Ready for Dev for a missing approval or a missing approved story, and the outcome validation result for every live outcome. One page, circulated the day before so nobody meets it for the first time in the room. The scores stay subjective and should. The data stops predictability and quality being scored on last Tuesday.

  3. 3

    Score privately, then reveal at once

    Everyone scores all ten cards alone before any discussion: a form, a spreadsheet column, sticky notes face down.

    Reveal the lot together. If the delivery lead or the engineering manager scores out loud first, every other score drifts towards theirs and you have spent forty-five minutes measuring the most senior person in the room. Testers, designers, contractors and the product manager all score, because they hit different failure modes. Anyone on the team less than two weeks abstains and says so out loud rather than guessing, which tells you something about onboarding on its own.

  4. 4

    Score two things per card: state and direction

    Every card gets a colour and an arrow.

    Green is good, amber is workable with friction, red is hurting us. Record 2, 1 and 0 beside the colours. Take the arrow from the team median against last month's median, then let the team overturn it out loud with a reason. The pair carries more than either half on its own: amber-improving is a team already fixing something and needs no intervention, green-worsening is the card worth an hour while it still looks fine. Same sheet every month, so twelve months fit on one chart at year end.

  5. 5

    Discuss divergence and movement, nothing else

    Ten cards will not fit in forty-five minutes, so do not try.

    Five minutes on last month's actions, five on the reveal, thirty on six cards, five agreeing new ones. Pick the six: the three with the widest spread across the team, then the three that moved a step since last month. Spread first, because when half the team scores green and half red on the same statement, the gap is the finding, and it usually means two groups are living in different parts of the system. Ask what someone specifically saw that made them score that. Five minutes a card, facilitator cutting it. Everything else is logged, not debated.

  6. 6

    Leave with two actions, each a real ticket

    Two actions that land beat ten that do not.

    Each needs a named owner, a date inside the next month, and a ticket in the same tracker as everything else: tech debt goes on the quarter's Tech Debt epic, anything that changes the product becomes a story or an outcome ticket under a real epic, anything the team cannot fix itself becomes a RAID entry with an owner outside the team. Nothing lives only in the health check document. Open last month's two at the start of the next session and mark each done or not done, out loud, before anyone proposes a new one.

  7. 7

    Publish the card unedited the same day

    The card is read by the team and by management, and it is worth nothing if the second audience gets a softened version.

    Send the scores, the arrows, the two actions and the list of things the team cannot fix alone, in full, on the day. Agree the protective rule in writing before the first session and hold management to it: the card exists to remove obstacles, it never enters an individual's performance review or a league table of teams, and nobody outside the team changes a number. The first time a red quietly becomes an amber before it reaches a director, every score after it is decoration.

  8. 8

    Read the trend, act on three in a row

    One month is noise: somebody had a bad sprint, a release went sideways, half the team was on leave.

    At quarterly roadmap close, put the quarter's three cards side by side with the Tech Debt and Bug Budget epics you are closing out and read them together. Hold this rule: a card red or worsening three months running is not a retro item, it is structural, and it gets an owner at management level plus a named change in next quarter's roadmap. Re-word cards once a year at most, or when a team changes delivery mode, and mark the break on the chart so nobody compares across it.

Bring a real piece of work to the call and we will walk it through these.

Talk it through
Worked example

Three months of cards at an invented retailer

Take an invented mid-market retailer, call it Retailer A, and its nine-person payments team running AI-augmented. The live outcome is reducing failed-payment churn, target £1.4m, with five epics planned at £1.2m combined, so there is a visible £200k gap. Month one: line of sight comes back red, four of nine people scoring zero, and all four are developers. Predictability is amber-worsening, because the p85 forecast said six epics would land by this point in the quarter and four did. Quality is amber-worsening: 61 bugs raised against a 40-bug budget. Safety is green-flat. The widest spread is on work arriving ready, product green and engineering red, and the discussion surfaces that seven of eleven epics left Ready for Dev without an approved story attached, so developers were starting on faith. Two actions: the product manager puts the outcome name and its currency share at the top of every epic, and the engineering manager blocks the Ready for Dev transition until both approvals and one approved story exist. Both become tickets with dates inside the month. Month two: line of sight amber-improving, one developer still scoring zero. Quality still amber-worsening, 78 raised against 41 closed. Predictability flat. Month three: line of sight green. Quality red, and worsening for the third month running. That trips the rule, so it stops being a retro item: the engineering director owns it, and next quarter's roadmap carries a named change, the bug budget cut to 25 with a defect triage owner, rather than a fourth conversation about testing more.

Yours will look different. Thirty minutes is enough to see how.

Talk it through
Failure modes

Where this goes wrong

  1. 01

    The manager scores in the room, or scores at all on a team of six.

    Anchoring is fast and quiet: two people watch the boss put green on predictability and their own amber starts to feel unfair. Three months later every card is green and the instrument confirms what you already believed.

  2. 02

    Scoring predictability and quality with no numbers in front of you.

    Feelings track the last two days, so a team that missed its p85 forecast by three epics scores green because this week went well. Put throughput, forecast against actual, and bug budget burn on the table first, then let people score against reality.

  3. 03

    Reacting to one red month with a reorg, a new process and a working group, all landing the month the score would have recovered on its own.

    The rule is three consecutive months red or worsening, and holding that line when a director wants visible action is most of the discipline.

  4. 04

    Actions that live only in the health check document.

    If it is not a ticket with an owner and a date in the normal tracker, it competes with committed epic work and loses every time, the same card scores the same next month, and the team learns the ritual changes nothing.

  5. 05

    Averaging the cards into an organisation-wide health percentage for a board slide.

    It destroys the two properties that make the instrument useful, per team and per card, and it rewards generous scoring. Report the cards as cards, and report which ones have been red three months running.

Definition of done

Done means

  • Every person on the team scored all ten cards privately, and the scores were revealed simultaneously.
  • Each card carries a colour and a direction arrow, recorded as 2, 1 or 0 beside the previous two months.
  • Last month's actions were opened and marked done or not done before any new action was agreed.
  • At most two new actions exist, each with a named owner, a date inside the month and a ticket in the normal tracker.
  • The unedited card reached management the same day, including everything the team cannot fix alone.
  • Any card red or worsening for three consecutive months has a named owner outside the team and a named change in the next roadmap.

If you recognise one of those already happening, that is a good call to have.

Talk it through
If your team is AI-native

The instrument is the same and three cards change wording. On an AI-native team stories and chapters do not exist, so work arriving ready is scored on the outcome ticket instead: does it carry the outcome's currency share, the key user journeys and the test requirements, or are you filling the gaps by guessing? Replace the codebase-fear card with a verification card, "I can tell whether what the model produced works, not just that it ran", because that is where AI-native teams fail quietly. Predictability and value confidence stay as they are, since outcomes, epics and the quarterly roadmap do not change with the mode. When a team moves between modes, re-word once, mark the break on the chart, and treat the next month as a fresh baseline rather than a drop.

The two delivery modes, side by side →

Which mode your team is actually in is the first thing we establish on a call.

Talk it through
The subject behind the procedure

Where this sits in a programme

The procedure is the same whatever you are building. These cover what it runs into when the thing being built is agentic.

If you want this run inside a programme rather than read, that is the conversation.

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Forecasting and team health

More on forecasting and team health

These guides are written to be read in order.

← All seventeen guides

Or skip ahead and ask which of these your team needs first.

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Questions

How is this different from a retrospective?

Different scope and different audience. Tenhaw installs both the retrospective and the monthly health check alongside client teams, as part of the operating model an Agentic Design Team designs at £35k to £55k a month. The retrospective runs fortnightly, belongs to the team, and works on the last two weeks, asking what happened and what to try next. The health check is monthly, scored, and read by management as well as the team, and it works on the system the team sits inside: line of sight, tech debt, defects, safety, pace. Run both. Fold the health check into the retro and the structural problems get traded away for the nearest process tweak, while management never sees the card.

Should the scores be anonymous?

Private until the reveal, not anonymous after it. Anonymous scores kill the only question worth asking, which is what did you specifically see that made you score it that way. Collect scores individually so nobody anchors, reveal them together, then discuss them attributed. If people will not put a red on the board with their name against it, that is your safety card answering itself, and it is a bigger finding than anything else in the session.

What if every card comes back green?

Assume a measurement problem before you assume a healthy team. Check three things: whether a manager scored or spoke first, whether the data agrees (forecast against actual, bug budget burn, epics bouncing out of Ready for Dev), and whether the wording is soft enough that agreeing costs nothing. A card everyone can agree with in a bad month is a badly worded card. Fix it at the annual re-word, not mid-year, and mark the break on the chart.

Who runs it and who attends?

The delivery lead owns and facilitates it, one team at a time: engineers, testers, designers, the product manager, and any contractor who has been there more than two weeks. Tenhaw supplies that facilitator on client teams at its published senior practitioner day rate of £1,250 excluding VAT, and hands the ritual to a client delivery lead before the engagement ends. Line managers of the people in the room do not attend, and no score is taken from anyone outside the team. If the delivery lead also line-manages half the room, borrow a facilitator from another team and have the lead abstain from scoring, because a score from the person who writes your review is not a score.

What questions should a team health check include?

Ten fixed statements covering line of sight to the outcome, value confidence, predictability, flow, work arriving ready, tech debt, defects, tooling, safety and pace. Word each as a statement a person can agree or disagree with, like "I know which outcome my current work rolls up to and what it is worth" or "I can change this codebase without fear". Then freeze the wording, because month three only means something if it is answering exactly the same question as month one. Ten cards, no additions, re-worded at most once a year with the break marked on the chart so nobody compares across it.

How often should you run a team health check?

Monthly, per team, in the same week every month, and alongside the fortnightly retrospective rather than instead of it. Tenhaw keeps that monthly beat with the client teams it works alongside. The session itself is forty-five minutes; the whole ritual costs about two hours a month once you include pulling the delivery data and publishing the card. Run an extra one as a baseline in your first fortnight with a new team, and again when a team changes how it delivers, treating the month after as a fresh start. Any single month is noise. Monthly matters because the instrument reads trends, and the signal only appears when the same cards line up across a quarter.

How should a team health check be scored?

Two marks per card, a colour for the current state and an arrow for direction. Green, amber and red are recorded as 2, 1 and 0, and the arrow comes from the team median against last month's median, which the team can overturn out loud with a reason. Everyone scores privately before any discussion, then everything is revealed at once, because if a senior person scores first every other number drifts towards theirs. The pair tells you more than either half alone, since amber-improving is a team already fixing something and green-worsening is the card worth an hour while it still looks fine.

What data should we bring to a team health check?

One page of the month's delivery data, circulated the day before so nobody meets it for the first time in the room: throughput, what the forecast said against what actually landed, bugs raised against the bug budget and closed, tech debt burn, how many pieces of work bounced back for missing approvals, and the validation result for every live outcome. The scores stay subjective and should, but half the cards have evidence in the tracker, and without it predictability and quality get scored on how last Tuesday felt. A team that missed its forecast by three epics can still score itself green in a week that happened to go well.

When should leadership act on a bad health check score?

On the trend, not the month. One red month is noise: somebody had a bad sprint, a release went sideways, half the team was on leave. The rule worth writing down is three consecutive months red or worsening, at which point the card stops being a retro item and becomes structural, with an owner at management level and a named change in the next quarter's roadmap. Not reacting early takes the same discipline. A reorg, a new process and a working group landing the month a score would have recovered on its own is the overreaction to resist, and holding that line when a director wants visible action is most of the work.

Should team health check results be shared with managers?

Yes, unedited and the same day. Management is half the card's audience, and the card exists to surface the obstacles the team cannot remove alone. Tenhaw does the same on client engagements, and reports a month that delivers no measurable value as a failed month. What makes that survivable is a protective rule, agreed in writing before the first session, that keeps the card out of an individual's performance review and out of a league table of teams, and stops anyone outside the team changing a number. Line managers do not sit in the session, but they see everything it produces, in full. The first time a red is quietly softened to amber on its way to a director, every score after it is decoration.

How do you keep a team health check to 45 minutes?

Stop trying to discuss all ten cards. Split the forty-five minutes: five on last month's actions, five on the reveal, thirty on six cards, five agreeing the new ones. Pick the six deliberately, taking the three with the widest spread across the team first, then the three that moved a step since last month. Five minutes a card, with the facilitator cutting it off, and everything else logged rather than debated. The cards you do not discuss still carry their colour and their arrow, so the chart stays complete and nothing is lost by leaving them alone this month.

Half the team scored green and half red. What does that mean?

The gap is the finding, and it usually means two groups are living in different parts of the system. That is why spread is the first thing you pick for discussion, ahead of the cards that simply look bad, because a card the whole team scores the same way is a shared view, while a split card is something one group can see and the other cannot. Ask what a person specifically saw that made them score it that way, rather than debating the number. In the worked example, product scored work arriving ready green and engineering scored it red, and the discussion surfaced that seven of eleven epics had left Ready for Dev with no approved story attached.

Why leave a health check with only two actions?

Because two actions that land beat ten that do not. Each of the two gets a named owner, a date inside the next month and a ticket in the normal tracker: tech debt goes on the quarter's Tech Debt epic, anything that changes the product becomes a story or an outcome ticket under a real epic, and anything the team cannot fix itself becomes a RAID entry owned by somebody outside the team. Nothing lives only in the health check document, because an action that is not in the tracker competes with committed epic work and loses. Open both at the start of the next session and mark them done or not done out loud.

Should new joiners score in a team health check?

Anyone who has been on the team less than two weeks abstains, and says so out loud rather than guessing at a system they have not seen yet. Several abstentions after a fortnight tell you something about onboarding before a single card is scored, so treat them as a finding in their own right. Everyone else doing the work scores, engineers, testers, designers and the product manager included, because they each hit different failure modes. With a genuinely new team, run a session in the first fortnight anyway and treat it as the baseline rather than a verdict, then read the real signal from the months that follow.

Can we roll team health scores up into one number for the board?

Better not to. Tenhaw reports the cards to client boards, not an index, inside Programme and Delivery Management at £18k to £35k a month. Averaging them into an organisation-wide health percentage destroys the two properties that make the instrument useful, per team and per card, and it quietly rewards generous scoring, so the team marking itself most honestly looks worst. Report the cards as cards. If the board wants one line, give it the list of cards that have been red or worsening for three consecutive months, because those are the ones that already carry an owner at management level and a named change in the next quarter's roadmap. It is a shorter list than a percentage and somebody can actually act on it.

What do you do when the team cannot say what its work is worth?

Treat it as a line of sight failure and fix it at the epic rather than with a briefing. That card asks people to agree with a statement like "I know which outcome my current work rolls up to and what it is worth", and a red on it is common in a first month. In the worked example, four of nine people scored it zero and all four were developers. The product manager put the outcome name and its share of the currency target at the top of every epic, a small and structural action. The card came back amber and improving the next month, and green in month three.

Which health check cards change for an AI-native team?

The instrument stays the same and three cards change wording. Work arriving ready is scored on the outcome ticket instead of an attached story, because stories and chapters do not exist in that mode. Ask whether the ticket carries the outcome's currency share, the key user journeys and the test requirements, or whether you are filling the gaps by guessing. Swap the codebase-fear card for a verification card, "I can tell whether what the model produced works, not just that it ran", since that is where AI-native teams fail quietly. Predictability and value confidence stay exactly as written. When a team changes mode, re-word once, mark the break on the chart and treat the next month as a fresh baseline.

How do health check scores feed into quarterly planning?

At quarterly roadmap close, put the quarter's three cards side by side and read them next to the Tech Debt and Bug Budget epics you are closing out, because the scores and the burn explain each other. A card that has been red or worsening all three months earns a line in next quarter's plan, a named change owned above the team rather than another retro action. In the worked example, quality was red for the third month running by the end of the quarter, so the plan carried the bug budget cut from 40 to 25 with a named defect triage owner, instead of a fourth conversation about testing more.