💰🏦 Banking on Success
Welcome to our financial review! Let's assess our accounts: celebrate our deposits (successes), address our overdrafts (challenges), and plan our future investments (actions). Together, we'll ensure exponential project growth.
Template Columns
💹 Investments to Start
Identify new efforts and strategies we should invest in to improve our processes.
Base column: Start🔻 Debts to Stop
List the unproductive activities or practices that are draining our project resources.
Base column: Stop💸 Profits to Continue
Highlight the successful practices and workflows that are bringing value to our team.
Base column: ContinueAbout this template
💰🏦 Banking on Success is a retrospective template designed to review and enhance the team's productivity by celebrating achievements, identifying areas of improvement, and planning actionable next steps.
When to use this template
Use this retrospective when you want to conduct a thorough financial-themed reflection on your project process and lay the groundwork for actionable improvements.
How to facilitate
Begin with a warm introduction, explaining the purpose of the retrospective and the banking theme.
Start with the '💸 Profits to Continue' column and invite the team to identify the successful practices and workflows worth maintaining.
Move to the '🔻 Debts to Stop' column and discuss areas that are draining team productivity or effectiveness.
Finally, address the '💹 Investments to Start' column to brainstorm innovative strategies or projects that could enhance future team performance.
Conclude by discussing the priorities and agreeing on 2-3 actionable steps based on the discussion.
Summarize the outcomes of the retrospective and thank everyone for their contributions.
End with a reflection on the session's effectiveness and gather feedback from the team.
Pro Tips
Encourage an open and candid atmosphere to ensure all voices are heard.
Consider timeboxing each column discussion to maintain focus and avoid unnecessary digressions.
Prepare examples or prompts to help participants engage with the financial theme.
FAQ
What if the team struggles to engage with the financial theme?
Provide examples or metaphors related to financial terms to make the context clear and relatable.
How do I manage dominating participants?
Set ground rules for equal participation and consider using a round-robin approach for contributions.
What actions should we prioritize from the retrospective?
Focus on actionable items that address pressing issues or provide significant benefits.
At a glance
- Duration
40–60 min
- Team Size
3-12 people
- Columns
3 columns
- Base Format
Start, Stop, Continue
Tags
Ready to get started?
Use this template to run your next retrospective