Reflecting regularly, in a structured conversation, is central to good teamwork.

"Quickstart" option, with no preparation needed

You can start a retrospective with a group of people from the Toolbox. 

1. Get a group of people together

Book at least 30 minutes with your team. Let them know they’ll need to bring a smartphone or laptop along with them to participate. If your team is remote, just have them dial in.

2. Open the retrospective session on a shared screen

The retrospective session can be launched from the CoachBot Toolbox.

3. In the session

  • Everybody will use their own device to leave short "retrospective notes". They can reflect and describe things they've learned that are worth sharing, things they'd like to improve and ideas for doing so, and things that have gone well and are worth celebrating.
  • There is plenty of guidance for anybody new to it who might not know what to write.
  • Once everybody has left their notes, CoachBot will guide you through discussing them, on the shared screen.
  • Each note's author should read it out, and CoachBot will suggest how to discuss each one.
  • You can make actions to followup on as you go, if needed.

Running retrospectives as a habit

Retrospectives should be done regularly, and often benefit from people having had time to think in advance about what notes they'd like to leave. CoachBot makes this easy.

1. Set up a team in CoachBot

You can create teams and invite people to them within CoachBot, from the Teams tab: 

2. Set up a recurring calendar event for your team

  • Create an recurring calendar event, about once a month, with your team. Use your Google or Microsoft Office 365 calendar.
  • Connect your team to that event, by going to your Team page in CoachBot and clicking "Connect calendar event".
  • This will set up reminders for everybody to leave retrospective notes in advance of your sessions.

3. Leave notes day-to-day

  • Anybody in the team can leave retrospective notes, any time, by visiting the team in CoachBot.
  • They'll also be reminded before retrospectives happen, thanks to the calendar integration.

4. In the session

  • Start your retrospective from the Team screen in CoachBot.
  • Make sure everybody can see the same shared screen, either on a TV/projector or a video-conferencing shared screen.
  • If there aren't many notes, CoachBot will offer to collect more at the start of the session. For that, everybody needs their own laptop or smartphone.
  • CoachBot will guide you through discussing the notes, on the shared screen.
  • Each note's author should read it out, and CoachBot will suggest how to discuss each one.
  • You can make actions to followup on as you go, if needed.


You can find your previous Retrospectives either from the team's page in the Teams tab, of from Your Activity in the account menu.

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