HR template

Team health check template

A quick traffic-light read on how the team is doing across a few areas, compared with last time so trends stand out.

Free · Editable · Works with Claude and ChatGPT · Also in Agile, Meetings

Preview of the Team health check template: its layout as it lands on the board
The template as it lands on your board, drawn from the template itself. Every part is editable.

How to use the Team health check template

  1. Start a board from it

    Use this template opens a new Freero board with the Team health check template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Team health check”.

  2. Follow the instruction on the board

    “Everyone votes green, amber or red privately, then reveal together. Spend the time on the reds and on anything that changed colour.”

  3. Fill in each part

    • Table Columns: Area · Green looks like · Last quarter · Now · One thing to try
  4. Bring your team and your agents

    Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Use this template

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

  1. You ask: “Fill in the Team health check board from these notes.”

    What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.

  2. You ask: “Group what we wrote into themes and list the actions.”

    What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Set it up for Claude, ChatGPT or any MCP client.

Used for

  • Retrospectives: Guided retros: write alone under a timer, reveal, group, vote and leave with owned actions.

Bring your team and your agents to one board

Free to use, open source, and yours to host. No credit card, no seat count.