The team anonymously rates psychological safety, clarity, dependency, feedback and delivery rhythm, and an AI report shows where views diverge before the retro.
Quick answer
When a team stumbles, resist diagnosing individuals — the team rates psychological safety, dependency and clarity anonymously, low scores require behavioural examples, and the disagreement fits on one page.
Friction a team never names just ferments in silence. This assessment has everyone answer anonymously on five dimensions drawn from widely used team-effectiveness research — psychological safety, goal and role clarity, working dependencies, feedback flow, delivery rhythm — with a short behavior example behind every low score. The AI report aggregates at team level and highlights where views diverge most, giving the retro its first agenda item. It is a facilitation snapshot, not a tool for evaluating individuals.
| Template | Team Health Assessment |
|---|---|
| Category | HR & People Ops |
| Format | Scored assessment with personalized AI PDF report |
| Time to complete | About 10 minutes per response |
| What you get | A personalized AI report (printable PDF) for every response, plus the raw answers |
| Best for | Team leads and scrum masters · HR business partners · Team members |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
Everything you need to run this template.
Safety, clarity, dependency, feedback, rhythm on 1–5 anchors.
Same bar for everyone; no names in the report.
Every low score carries what it actually looked like.
One page that opens the retro with the spread on the table.
From copy to deliverable in four steps.
Copy it and set the team and the review cycle.
Five dimensions, 1–5 with a short behavior example each.
The AI report aggregates and highlights where views split.
The retro picks a single working change and schedules the re-check.
Pick your role — see how it fits your workflow.
Open the retro with data instead of the loudest voice.
Spot which teams need facilitation help across the portfolio.
A signed-up channel to put real friction on the table.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
