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Converting Feelings to Metrics with a “Safety Check”

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Converting Feelings to Metrics with a “Safety Check”

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This post was written by Jann Thomas at the LeadingAgile blog. 

Safety CheckIn the quest to understand how the delivery teams feel about changes in delivery process, a simple tool called the “Safety Check” can be used to measure how empowered the team feels. Other measures such as participation, active discussion, and happiness indicators can be subjective or influenced externally. With all the metrics there is a possibility of gaming so it is really important that feeling metrics not be tied directly to performance reward mechanisms for the team members involved.

Safety checks are often used at the beginning of retrospectives to “take the temperature” in the room. the process for using the safety check follows:

Supplies: White board, delivery team, facilitator, one color of sticky notes, sharpies

1. Write the numbers 1-5 on the whiteboard with space to the side for stickies
2. Hand out about three stickies and the sharpies to each member of the delivery team
3. Appoint someone from the team to collect the stickies
4. After reciting the “Prime Directive for Retrospectives”, ask the team to write a number between 1 and 5 on their sticky, fold it in half and pass it to the appointed collector.

  • 1 means “It doesn’t matter what I say, nothing is going to change.”
  • 2 means “I am just grinning and going along.”
  • 3 means “I think you can hear me but you will not act.”
  • 4 means “I think you can hear me and things might or might not happen.”
  • 5 means “I think you can hear me and things will happen.”

5. Give the team a few minutes to write a number on the sticky note, fold it and pass it to the collector.
6. The collector then arranges the stickies on the board next to the appropriate number for all to see.
7. Discuss where the team sees themselves, and if the numbers are all low ask if they would like to continue with the retrospective or discuss what is keeping the numbers low.


For Managers, Coaches, and Scrum Masters, the metrics that can be collected from this exercise are the average of the entire team and the histogram of the stickies. As retros are conducted from sprint to sprint, if the team feels empowered the numbers are going to average in the 4 to 4.5 range. If not the average is going to slip into the 2s and low 3s.

It is important to discuss why the number is low and what the team can do as a part of this exercise. Working with a team that feels everything is beyond their control can be very frustrating for all team members. The leadership can use the averages over time and the histogram to keep a pulse on the feelings of the team. Some changes to really influence team performance can take a long time, like addition of hardware, seeing changes in the average empowerment feeling can help team leaders address issues before the team is thoroughly frustrated.

You may have better explanations for what the numbers could mean. I would love to hear feedback on what you have used in the past that has worked for you. Start your next retro with a “Safety Check” and learn the feelings of your team.

- See more at: http://www.leadingagile.com/2014/05/safety-check/#sthash.4Z0pR5dA.dpuf

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