Team Practices Group/Health check survey/Guidance for facilitators

Advance Preparation
0. Schedule a meeting with the team: ask team lead for list of attendees and ask Admins to schedule the meeting at a time that works for all timezones.

1. If this team has not done a THC before, create a new spreadsheet for the survey and be sure to share it with the TPG group and the team participating in the survey. If this team already has a spreadsheet, create a tab in that team's existing spreadsheet for this instance (e.g. quarter).

2. Populate the new spreadsheet or new tab with a copy of the current survey sheet, found in the latest tab of the master survey spreadsheet. From the correct sheet of the master, click on the down arrow next to the sheet name, choose "Copy to...", and choose the destination team spreadsheet. Then in the team spreadsheet, clean up the tabs as needed.

3. Create new etherpad for this instance, and add the link to the meeting invite. Optionally pre-populate the etherpad with the date, a link to the current THC, and a list of the focus areas as headings to be filled in.

4. Send both the etherpad link and the current THC to the participants ahead of time (a day or two before).

Last-minute Preparation
1. On your laptop, open a window with the team's spreadsheet, the etherpad, the current THC, Notes on facilitating, and the overall results doc.

During the Meeting
1. Read the opening remarks from the Notes on facilitating. (Should this be combined with the preamble from Health Check Survey Results?)

2. Facilitate the discussion.

3. If at all possible, save 5-10 minutes at the end for a quick retrospective about the experience, the survey, and the process overall.

Post-meeting
1. Enter the links for the etherpad and the team spreadsheet in the overall results.

2. If teams have suggestions for areas for improvement or areas that are unclear to them, I quickly jot them in the overall results doc.