1. What is a retrospective?

[This post is part of Corinna’s Guide to Facilitating Retrospectives]

Hiho friend,

so, you might already know the basics and the standard five phases of retrospectives, but just in case you don’t (or if you’d like a refresher), let’s go through them and lay the foundation for the rest of the course:

So, what is a retrospective exactly?

It’s an opportunity to reflect, learn and improve as a team. It is time set aside – outside of day-to-day routine – to reflect on past events and behaviors. In its simplest form you answer three questions:

  • What worked well?
  • What didn’t work well?
  • What are we going to do differently?

In non-agile environments retrospectives are sometimes done after a project is finished as a “post mortem” to derive “lessons learned”. Those tend to be long meetings.

In contrast, in agile environments, a retrospective is short and done often (e.g. 90 minutes at the end of a 2-week sprint). Thus the project is still in progress and you can address issues jeopardizing the project’s success in time, hopefully keeping it on track. Additionally, you get into the habit of reflecting and improving, like a muscle that you train.

In Scrum, retrospectives belong to the cast of regular sprint meetings. In Kanban there’s a variety of ways to “schedule” retrospectives. In Lean, A3’s can serve the same purpose.

Who takes part?

“The team” – whoever that includes in your context. In Scrum it’s usually the whole Scrum team with dev team, PO and SM. If you have a specific topic that includes / affects people from outside the team, invite them to that retrospective to work on a joint solution.

If you are working in a structure that has team leads/managers, it is not uncommon to exclude them hoping it will make it more likely that people speak up. I’m wary of that because these roles typically have to offer a lot of perspective. If your team goes the exclusion route, try to also have retrospectives with them at least quarterly and see what happens.

What does a retrospective look like?

In its simplest form, the relevant people

  • meet and engage with others
  • talk about stuff and
  • agree on some actions (that will hopefully improve the situation).

Usually retrospectives are a little more sophisticated than that. Most follow the five phases suggested in “Agile Retrospectives“ (the quasi standard book on retros):

  1. Set the stage
    Give people time to “arrive” and get into the right mood; Set the goal
  2. Gather data
    Help everyone remember; Create a shared pool of information (everybody sees the world differently)
  3. Generate insight
    Why did things happen the way they did? Identify patterns; See the big picture
  4. Decide what to do
    Pick a few issues to work on and create concrete action plans of how you’ll address them
  5. Close the retrospective
    Clarify follow-up; Appreciations; Clear end; How could the retrospectives improve?

You can support each phase with activities to spark ideas and interactions. (That’s what Retromat is for 🙂

What is a retrospective NOT:

  • A blame game – Retrospectives are not about ass coverage and assigning blame. In fact, some facilitators start their retrospectives by reading out the “Retrospective Prime Directive“:

    “Regardless of what we discover, we understand and truly believe that everyone did the best job they could, given what they knew at the time, their skills and abilities, the resources available, and the situation at hand.”

    Focus on what you will do in the future. We’ll come back to this in a later post.
  • Just another meeting in which talk is cheap but no change follows – If the retrospectives don’t produce concrete actions or if no one ever carries them out afterwards, retrospectives are a waste of time.

Take a minute:
How do the retrospectives you’ve taken part in (or even facilitated) compare to the above? Which of the basics did you already know? What was new?

By the end of this course, we will have covered everything you need to know to run retrospectives that make a positive difference in your team’s work life! I’m really looking forward to it! 

PS: Here’s a 1-page summary of retrospectives, should you ever need it – for yourself or to teach others:

PS: If you'd rather read this Guide as an ebook, click here. Or go all in and get it as part of the Retromat eBook Bundle at a discount. A purchase also supports Retromat as a whole 🙂

Corinna’s Guide to Facilitating Retrospectives

Hello there,

welcome to this course about retrospectives, friend!

First things first: this course will be biased. I started out writing a neutral course and it did not feel right. Because, I would write down one thing and then go do something else in practice. So I scratched that first version and we’ll be doing it differently:

Imagine you have just started as my colleague. It’s your first position as a Scrum Master (or Agile Coach or …) and I’m supposed to show you how to facilitate effective retrospectives. It’ll be very personal, very “this is how I do it in this specific context, your context might be different. Another way to do it is …”.

If you were my colleague, we’d set up a weekly meeting and each time I will teach you something from my 15 years of experience. In between you’ve got time to try things out because no amount of reading will magically make you a good facilitator. You have to actually do it – put it into practice, see what works, what doesn’t and adjust accordingly.

Here’s the topics we’ll cover:

  1. What is a retrospective?
  2. Lean Coffee, my beloved
  3. Best Retrospective for Beginners
  4. My Inner Loop, OR: Phases are not always linear
  5. The Ground Rules for Retrospectives
  6. Picking activities – How I plan a retrospective
  7. Other factors that influence how I plan a retrospective
  8. Co-located Retros – Preparing the room and materials
  9. Remote Retros – Adapting activities
  10. During the retrospective – The actual facilitation
  11. Why do we do retrospectives?
  12. How to craft good Action Items
  13. Following up on follow through – A New Phase
  14. Why vary activities?
  15. What’s up with the team right now? – Tuckman (and Glasl)
  16. What kind of questions do you ask?
  17. Smoother Retrospectives with a Kick-Off
  18. Other Resources
  19. Farewell

If you’re serious about improving your skills, block half an hour in your calendar every week for the next 20 weeks. These 30 minutes gives you time to read, put everything into your context and pick something to try.

If a calendar entry won’t work for you, what else can you do to increase the odds of you engaging with this course to learn how to better support your team with retrospectives?

Start with the first unit and we’ll explore what retrospectives are all about – the foundation. Hope to see you there,

Corinna

PS: A BIG thank you to my test readers who made this course MUCH better:

PS: If you'd rather read this Guide as an ebook, click here. Or go all in and get it as part of the Retromat eBook Bundle at a discount. A purchase also supports Retromat as a whole 🙂

How to get a very dirty whiteboard sparkly clean

When you let the writing on whiteboards stay on for long enough – say, a couple of month – dry-erase markers stop being “dry-erase” and start being “leave unwipeable shadowy traces behind”. You’re left with an unsightly board, no matter how often you wipe. Water doesn’t help, at least not against dried up German Edding markers.

Even worse are traces of the slim tape that some teams use to create tables on their boards. Its remains are stickier than candy floss and way uglier.

wepos-kunststoffreiniger

Fear not, my colleague Frieda has the miracle cure: Clean your whiteboard with “Wepos Kunstoffreiniger” (= Wepos plastics cleaner) and it will become perfectly clean and smoother than a baby’s butt. Way smoother, actually.

That’s also the catch: After wiping your board with the cleaner you have to wipe it with water. Otherwise no sticky note will stick to the board. Try it, it’s quite fascinating. The sticky notes fall right off of the infinitely smooth surface.

If you don’t have tape traces you can also get rid of the old marker markings with a wet microfibre cloth. Again, kudos to Frieda for finding this trick.

The very last resort, for people without any equipment, is ye olde overwriting trick: Retrace the old writing with a whiteboard marker. The solvents in the marker’s color will also work on the old markings and make them wipeable again. It’s works, it’s just tedious.

Do you have any neat tricks for cleaning dried-in markers?

PS: Did you know there's a Retromat eBook Bundle? Ready-made retrospective plans for beginners and all activities from Retromat for experienced facilitators. Check out the Retromat books

Organization-wide retrospectives? Open Space!

For the longest time, I thought “company-wide retrospectives = “normal retros, but scaled up with activities that work for big groups and lots of breakout sessions”. If you had asked me if it’s a good idea to do company-wide retros every once in a while I would have said yes. Retros are always a good idea in my book – as long as they enable change.

Did sipgate (my place of work for more than a decade) do company-wide retrospectives? No, only on the team level. Was it a problem? Also no – except for a few exceptions. It took me an embarassingly long time to realize that the reason there were relatively few unaddressed problems was that THERE WERE COMPANY-WIDE RETROSPECTIVES. But I didn’t see that because it was a completely different mechanism. It served many of the same purposes, though: The Open Friday.

Open Friday / Open Space in a Nutshell

“Every other Friday, everyone at sipgate is free to do what they think is most valuable for the company. Additionally we hold an Open Space – a spontaneously organized conference. Everybody who wants to take part gathers for the opening ceremony at 10am and participants announce their sessions, bit by bit creating a schedule for several rooms and timeslots. Attendance is 100% voluntary. Participants visit the sessions they are interested in.” – Paraphrased from OpenFriday.org

How is an Open Space similar to a retrospective?

Actually, it’s not that similar: the Open Friday (OF) fulfills A TON of different purposes. I think that’s why it took me so long to see that it ALSO serves as company-wide retrospectives, because it so much more than that. But hosting company-wide retrospectives is probably the biggest chunk of value the OF adds:

Headline: A circle headlined Open Friday. With in the circle are smaller circles called Research; Show&Tell;  Training; Collect ideas/experiences; Special retros ie post mortems, after an event (these are obviously retros); and the biggest circle is Address problems - Compare observations and ideas - Come up with a plan of action (suspiciously retro-shaped)

That big dark green circle are sessions along the lines of “I’ve noticed that X. I think this is a problem because Y. I’d like to talk about whether it is a problem and if so, what we can do.” These are the sessions that fulfill many of the same purposes that retrospectives fulfill in a team. The topic is set beforehand and everybody interested in it will self-select to attend. With the people there you build a shared understanding with many different views of the topic and explore different solutions.

Where are these sessions different from retrospectives?

  • In a team retrospective it’s clear who is going to attend. In an Open Space this is completely undefined. The upside: Everybody who is there wants to be there. The downside: No control over who is there.
    In some unfortunate sessions all the people, that are aware of a problem, take part but none of the people in positions to fix it, attend. (You can still act! But it will be along the lines of “What evidence do we need to show to whom to affect change?”)
  • You need someone to address a problem before you can work on it. For many people it will be more difficult to speak up in a company-wide event than in a team-sized event
  • Accountability for implementing actions is typically lower in large groups than in small ones
  • The session is facilitated by whoever suggests it whereas retrospectives often have a dedicated (and trained) facilitator. (Rarely a problem at sipgate because the level of hive-mind facilitation skills is really high.

Conclusion

The best way to hold a company-wide retrospective might look different from what you think. It certainly looks different from what I used to imagine.

In hindsight it’s quite ironic: “Open Friday” is easily the “hack” in my / the sipgate book “24 Work Hacks” that people get most excited about. That’s the one they want to copy. I was always a bit sad on behalf of retrospectives, because that would have been my pick. And it wasn’t until years later that I finally realized that people DO pick retrospectives, it’s just that they need something to address company-wide issues a lot more than something usually used at the team level. It makes total sense to me now. Most hard problems are bigger than a single team.

Since it took me so long to get to this major light bulb moment, I thought I’d share with you.

PS: You don’t need start holding an Open Space every 2 weeks to get the benefits. You can start a lot smaller. Find tips on Open Friday.org (which was also written by me, back in the day).

Facilitation is a Team Sport – New Book

What if you could have better discussions as a team – shorter and with more shared information? With or without a facilitatior. And if you yourself are the facilitator: What if your life could be easier?

Please welcome my FREE new mini book 🙂

It introduces techniques to improve your co-located discussions. We’ll look at 

  • Finger Queue to improve turn taking and flow
  • Hand Signals to visually add information and cut down on repetitions and 
  • Lean Coffee to prioritise topics

Check out “Facilitation is a Team Sport”

PS: Did you know there's a Retromat eBook Bundle? Ready-made retrospective plans for beginners and all activities from Retromat for experienced facilitators. Check out the Retromat books

“Scheduling” retrospectives with a Jenga Tower

“We don’t need regular retrospectives. Can’t we just do them, when we need them?”

In my mind that always translated to “We will not do retros while problems are small. We will wait until it’s way too late and our problems are very big and intimidating and much more difficult to resolve.”

But at Agile Coach Camp Germany 2023 Falk Kühnel told me of an interesting way to “schedule” retrospectives at irregular intervals and it’s the first time I think that it might work. You just need a Jenga tower.

You set up the tower in the team room and play a game of Jenga (pull a brick, put it on top of the tower) drawn out over several weeks. When the tower falls over that’s your cue to schedule a retrospective ASAP. You pull a brick when:

  • Daily standup is over
  • A “disruption” happens – A disruption is something annoying / hindering that the team wants to keep track of. If it happens often, the Jenga tower topples earlier and you talk about the pattern of disruptions. (What is considered a disruption should change over time as old issues get resolved and new ones arise.)
  • Someone feels a retrospective should happen earlier rather than later

There is also an emergency override: If something drastic happens that one of the team members think warrants a conversation right fucking now, they can topple the entire tower to make the retrospective happen ASAP.

This mechanism is the brainchild of Timo Zimmermann and it’s the first time I’m in love with any alternative to regular retrospectives. It has a time component, because at least one brick moves every day and then several ways to speed things up, according to the team’s needs. 

Timo shares that they’ve used the Jenga tower for more than a year and would have continued if Covid hadn’t happened. The tower’s success was underlined by the fact that the table it stood on was cluttered in the beginning and then gradually cleaned up as the tower got pride of place.

Other evidence: When they successfully solved a type of disruption, the team picked new ones. And the utterance “arg, nah, I don’t wanna do a retro” became a thing of the past.

Thank you, Timo & Falk for sharing with us!

PS: Did you know there's a Retromat eBook Bundle? Ready-made retrospective plans for beginners and all activities from Retromat for experienced facilitators. Check out the Retromat books

Sneak Preview: Miro Templates

[Update: It’s done! Check out the Retromat Miroboard Mega Template!]

Ever since Covid hit, we use Miro at my work. A lot. For all our remote and hybrid retrospectives. To make preparing easier we’ve got a board with templates for about 30ish activities. It’s helpful but the collection is haphazard and they have very different looks to them.

So I got thinking… What if I made a template for each and every activity in Retromat, all 144 of them. Because I use Retromat to prep 99% of my retros. And it would fit my workflow beautifully: Pick activities that I like, find the template by its ID, copy it into a new board for the individual retro, maybe finishing touches like entering names, boom, done!

Behold the budding Retromat Mega-Template:

I’m 50 activities in and have already started using it. As I think it might be useful for other too, I’ll turn this into a product, when I’m done. (Paid Miro plans can export and import boards.)

The nice side effect of designing these as a product is that I build them a lot prettier than I would build a set for just myself. I’m known for my knowledge of methods, I’m not known for pretty boards … Well, until now!

Via the newsletter I found beta testers and have already improved based on their feedback. I think it’s gonna be great \o/

Are you using a digital whiteboard? Which tool? And do you also have a template board for quick preparation by copy-pasting?

Update: It’s done! Check out the Retromat Miroboard Mega Template!