Agile Team Health Assessment Guide

Use a Small, Stable Question Set

The goal is to start a useful team conversation, not build a heavy assessment program. Use eight 1-5 rating questions, one priority question, and one open-text improvement question.

Group the rating questions into four categories so the results can be shown as polar summaries: Team foundations, Clarity and alignment, Delivery flow, and Learning and improvement.

Recommended rating label: 1 = needs attention, 5 = healthy. Keep this label consistent if you repeat the assessment monthly or quarterly.

Category	Question	Type
Team foundations	I feel safe raising risks, mistakes, or unpopular ideas with this team.	1-5 rating
Team foundations	Team members follow through on commitments and help each other when work gets stuck.	1-5 rating
Clarity and alignment	Our goals, roles, and decision process are clear enough to guide day-to-day work.	1-5 rating
Clarity and alignment	We understand how our work creates value for customers or the business.	1-5 rating
Delivery flow	Work moves through our process smoothly without excessive waiting, rework, or handoffs.	1-5 rating
Delivery flow	We can release or validate changes at a sustainable pace without sacrificing quality.	1-5 rating
Learning and improvement	Retrospectives and feedback lead to visible improvements that actually stick.	1-5 rating
Learning and improvement	We have enough space to improve tools, practices, and technical quality.	1-5 rating
Priority	Which area should the team focus on improving first?	Multiple choice
Improvement idea	What is one change that would most improve this team's health next month?	Free-form text

For the priority question, use the same four category names as choices: Team foundations, Clarity and alignment, Delivery flow, and Learning and improvement.

Create the Survey

Start from the dashboard and open the project where the assessment belongs.

Survey.is dashboard showing a project card — Open the project from the dashboard.

From the project page, choose New survey, then create a blank survey.

Create survey modal for an Agile Team Health Assessment — Create a blank survey titled Agile Team Health Assessment.

Use a short description that sets the tone for the assessment:

A short, anonymous pulse check to help the team discuss psychological safety, clarity, delivery flow, customer value, and continuous improvement.

Add each rating question with the 1-5 stars type. Put the category in the help text so grouping the results is straightforward later.

Survey builder showing a 1-5 rating question being edited — Use 1-5 rating questions and include the category in each question's help text.

After the eight rating questions, add the priority multiple-choice question and the free-form improvement question.

Survey builder with the full agile team health question set — The finished survey includes eight ratings, one priority choice, and one improvement prompt.

Set the survey status to Active and save when you are ready to receive responses.

Survey builder status control set to active — Make the survey Active before sharing the link or QR code.

Share The Assessment

Open the survey's sharing page. The manual sharing tab gives you a public link, a short survey code, and a downloadable QR code PNG.

Manual sharing tab with public link, survey code, and QR code — Share the assessment by public link, standalone survey code, or QR code.

For most team health checks, send the public link in email, Slack, Teams, or a calendar invite. Add the QR code to a slide or meeting room screen when the team is answering during a live session.

If the workspace plan includes invitation features, use the email invitation tabs to compose and schedule a tracked batch.

Compose and schedule tab for survey email invitations — Email invitations are useful when you want tracked sends and reminders.

Collect Sample Responses

Open the public survey link in another tab to see the assessment the way a participant sees it.

Public agile team health survey form — The public form keeps the survey simple for participants.

For a demonstration or guide screenshot, submit four to six varied sample responses. That gives the dashboard enough data to show useful chart shapes.

Filled sample public survey response — Use realistic variation in the rating answers and a short improvement suggestion.

After submitting, the participant sees the completion screen.

Survey completion screen — The completion page confirms the response was received.

Build The Results Dashboard

Return to the logged-in Survey.is account and open the survey results. With sample responses in place, the default view shows each question separately.

Initial Survey.is results page with sample responses — The default results page is a good starting point before grouping the rating questions.

Open Change view. This panel controls blocks, groups, chart types, card sizes, table visibility, color scheme, and saved views.

Change view controls on the results page — Use Change view to turn individual result blocks into a facilitation dashboard.

Create four groups and assign the matching two rating questions to each one: Team foundations, Clarity and alignment, Delivery flow, and Learning and improvement.

Group assignment menu for a results block — Assign each rating question to its category group.

For each group summary, choose Polar area, turn labels on, and use full-width cards. Hide the individual rating cards after they are assigned, because hidden member cards still feed the group summary.

Configured results dashboard with polar group summaries — Polar summaries make each category easy to compare during discussion.

Keep the priority question visible as a bar chart. Keep the open-text improvement question visible as a response list. Save the dashboard as a named view, such as Agile health dashboard.

Final agile team health dashboard with polar charts and focus area results — The final dashboard combines category health, focus priority, and concrete improvement ideas.

Facilitate The Conversation

Explain that the assessment is for team learning, not individual performance review.
Discuss patterns in the polar charts before jumping to solutions.
Use the priority bar chart to choose the first improvement area.
Turn the free-text suggestions into one or two experiments for the next month.
Repeat the same survey monthly or quarterly so trends become meaningful.

A useful outcome is one clear improvement experiment, one owner or facilitator, and a date to inspect whether the change helped.

Research Sources

The question set is adapted from common team effectiveness, agile health, and software delivery themes in these sources: