How to use the Wellbeing check-in template

Start a board from it
Use this template opens a new Freero board with the Wellbeing check-in template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Wellbeing check-in”.
Follow the instruction on the board
“Make it optional and anonymous if trust is low. Answer one thing you’ll change based on what people wrote, and say when.”
Fill in each part
- How is your workload right now? Too light, about right, or too much.
- What is draining your energy?
- What gives you energy at work?
- What would help you most this month?
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.

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.

You ask: “Fill in the Wellbeing check-in 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.
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.

On-call health check
Ask how on-call is really going for the people who carry the pager: load, sleep, support and what would make it fairer.
Interview debrief
Bring interviewers together after a loop: what each assessed, the evidence they saw, concerns, and a hiring decision.
Feedback conversation prep
Prepare to give someone difficult feedback: what you saw, its effect, what you want instead and how you’ll listen.
Team rituals map
List every recurring meeting and ritual the team has, why it exists, and whether to keep, change or drop it.
Performance calibration
Managers compare their review ratings side by side, with the evidence for each, so the same work gets the same rating across teams.
Hybrid working agreement
Agree as a team how hybrid work runs: which days you meet in person, core hours, reply times and how remote colleagues stay included.