Check-In Tool (Long Version)

(PDF Version, 266 KB)

Check-In Tool (Long Version) image long description below
Long Description

Point de vérification d’équipe / Team Check-In

ROUGE. Surcharge imminente. Impact sur le travail : Priorités principales uniquement. Une aide et une redéfinition des priorités sont nécessaires pour changer de statut.
RED. Imminent Overload. Impact on work: Main priorities only. Help and reprioritization needed to change status.

ORANGE. Très occupé à jongler avec de nombreuses priorités. Impact sur le travail : Diflcile d'apporter des modifications de parcours, de nouvelles réflexions ou des ajouts.
ORANGE. Very busy juggling many priorities. Impact on work: Diflcult to add course corrections, new thinking, or additions.

JAUNE. Occupé. Impact sur le travail  Beaucoup de choses à faire mais capable de gérer.
YELLOW. Busy. Impact on work: Lots of things to do but managing.

VERT. Équilibré. Impact sur le travail : Se sent positif et productif et a la possibilité de grandir et d'innover.
GREEN. Balanced. Impact on work: Feeling positive and productive and have room to grow and innovate.

BLEU. Baisse d'énergie, détachement, distrait. Impact sur le travail : Sentiment de perte de productivité, manque de motivation pour accomplir ses tâches.
BLUE. Low energy, disconnected, distracted. Impact on work: Feeling unproductive, lacking motivation to accomplish tasks.

This tool is for…

What: A team check-in exercise that explores each person’s current mental/emotional state in relation to their work

Who: All team members

Why: To promote connectedness amongst team members; to take note of and provide resources to team members who are struggling

When: At the beginning of team meetings

Team Check-In: Guidance

This is a simple check-in tool to get a sense of how the team is coping in both their work and personal lives. It helps develop individual self-awareness of what "zone" each person is in. By sharing as a group, it gives team members insight into how their colleagues are doing, and builds our collective capacity to see the world through another person’s eyes so that we may take appropriate steps to support one another.

To Use:

  • Open the meeting and share the image. Ask the team to take a moment to reflect on which colour represents their current state.
  • Invite people to share what is comfortable to them – emotions and feelings might be accessible to some, others may prefer to stay focused on their capacity for work. People might identify as being between colours or a mix of several, which is normal and worth exploring. There is no right or wrong way to answer.
  • If it’s your first time doing a team check-in, it can be good to lead by example and as leader, share how you’re doing. This makes it safe for others, and creates a sense of "equality": everyone has feelings, good days and challenging days, including leaders!
  • Consider asking team members if they need anything in order to manage their own "zone". This can create opportunities for offers of mutual understanding and assistance within the team.
  • Close the exercise by thanking everyone for their openness. Remind people that whatever they are feeling, it is normal, and that you are available for private follow-ups (not everyone will be comfortable asking for more help in front of the group).

What to listen for:

  • Sharing as a team might allow some work re-distribution: someone feeling more "green" might be able to support someone experiencing orange or red.
  • Watch for employees who may be "stuck" in a challenging zone over multiple check-ins. Are there opportunities to better align an employee’s work with current skills, and aspirations for growth and development? Could they benefit from accessing other supports?
  • If there are reoccurring themes of concern, consider the use of a Talking Circle and/or Laser Coaching.

Resources: What to do if an employee has identified they are struggling?