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Retrospective in Scrum and beyond

What is a Retrospective?

A retrospective is a meeting routine in which you regularly reflect on how the team is working together in order to derive continuous improvements.

Especially with iterative ("agile") working methods such as ScrumKanban or OKRs Retrospectives (or "scrum retrospectives") are used as a central tool for continuous development and improvement in teams.

While retros have just caught on in software development, there are no limits to the scope of retrospectives also outside of IT, as every team can benefit from this regular reflection process!

Goal and purpose of a retrospective

The goal of a retro is to collect perspectives and experience of all participants to 

  1. share and align different opinions, 
  2. generate new insights, and
  3. define measures for future improvements.

Not every retrospective needs to result in a specific action item. Simply creating the space to align perspectives within the team is often an added value, creating trust among each other and encouraging team development.

Retrospectives also improve Psychological safety in teams, which has been proven to be crucial to long-term team success.

Retrospectives in Scrum and other use cases

Retrospectives in the Scrum framework

In the Scrum framework retrospectives are planned as an integral part of every Scrum sprint. Scrum retrospectives are specifically about reflecting on the work of the past sprint together.

In Scrum, the retrospective takes place at the very end of each sprint cycle:

Sprint retrospective in Scrum sprint cycle

A cycle in Scrum usually lasts between one week and one month. Accordingly, retrospectives in Scrum teams take place weekly to at least monthly.  

Retrospectives that follow the Scrum framework and focus on a Scrum team are referred to as scrum retrospectives. The focus of these Scrum retros is often on the application of the Scrum framework.

However, retrospectives are not tied to Scrum, as we will see in the next section.

Team level retrospectives

Analogous to Scrum retrospectives there are also, for example OKR retrospectives and Kanban retrospectives, in which the implementation of the respective framework is reflected in each iteration.

Since teams do not usually do separate retrospectives for each framework, retrospectives that relate to team collaboration in general are often referred to as a "team retrospective."

Cross-team retrospectives

Retrospectives do not necessarily always have to take place at team level. Also agile frameworks incorporate retrospectives such as SAFe retrospectives, LeSS overall retrospectives or “Scrum of Scrums” retrospectives, which take place on a cross-team level to reflect the interfaces and dependencies between teams as well as organizational framework conditions. 

In these cross-team retrospectives, the individual teams often collect their topics in advance and send individual team members to bring their topics to the cross-team level.

Prerequisites for retrospectives

Focus of a retrospective

According to the original use cases of a retrospective, it is important to communicate the focus of a retrospective in advance. This way, all participants know which topics they can bring into this retrospective.

Participants of a Retrospective

It is also important that at least one representative from each team takes part in the cross-team retrospectives. This ensures that as many opinions as possible can be reflected and discussed.

Caution: The larger the team, the more demanding the moderation. Teams should not be much larger than 10 participants. If that is not possible, here are a few tips for moderating retrospectives in large teams.

Psychological safety in retrospectives

"Psychological safety” in the team is enormously important to ensure that all perceptions are brought up. If the psychological security is limited by the group of participants, set up an anonymous feedback channel to raise critical issues. This makes it easier to raise issues; however, the discussion of anonymously raised topics is then no longer anonymous.

If this requirement is not yet met, first learn like you Create psychological security in the team can.

Frequency of retrospectives

Last but not least, retrospectives take place regularly. Formats such as “Lessons Learned Workshops” or “Post Mortem Analysen” are often long appointments that are held at specific milestones or project conclusions. And this is exactly where retrospectives differ.

Retrospectives should be short and frequent. In agile teams, a rhythm of weekly to monthly frequency has proven effective. Retrospective frequencies beyond 6 or 8 weeks are rather unusual and should be viewed critically regarding their effectiveness.

Time scope of a retrospective

Depending on frequency, retrospectives can last between 45-90 minutes. If the frequency is longer, for example monthly, one would tend to use 90 minutes. Weekly retrospectives can also be 45 or 60 minutes.

For retrospectives, it is better to have “shorter and more frequent” than “longer and less often”. Short frequencies create quick learning loops so that teams can also reflect on the effectiveness of their measures defined in past retros as early as possible and adjust them if necessary (Good measures from retrospectives). With practice it will becomes easier to adhere to the time frame (Timeboxing in retrospectives), or even to shorten it.

conducting retrospectives,

Steps of a retrospective

Typically, one speaks of the 5 phases of a retrospective:

  • Set the stage (Check-in)
  • Collect data & feedback
  • Generating insights
  • Action items
  • Conclusion (Check-out)

To better understand how these steps of a retrospective work, we recommend looking at the “Double Diamond”-Model.

Echometer Screenshot - Retrospective Loop

Key questions in a retrospective

To diversify retrospectives, facilitators often vary the format with different metaphors. At the core, however, the questions always revolve around:

  • What went well?
  • What did not go so well?
  • How can we improve better next time?

One of the popular metaphors for these core questions is, for example, the Sailboat Retrospective.

Moderation of a retrospective

The moderation of a retrospective should be as neutral as possible. Therefore, it is optimal if a neutral person (for example, an Agile coach) can conduct it.

If you do not have a team coach, you can either commission an external person to moderate the retrospective or, as a first step, you can act as the team’s leader and take over the moderation. However, the manager should enable the team as quickly as possible to conduct retrospectives without the manager (or at least without their moderation).

If there is no neutral moderator in the long term, it is worthwhile to simply rotate the moderation role within the team.

No matter if you are a newcomer or an experienced moderator: In this eBook, we have summarized the best practices for moderating retrospectives for you:

eBook preview - a practitioners guide to establishing a powerful change process using retrospectives

Conclusion: Retrospectives are not only for Scrum teams

As you have seen, retrospectives are a key tool for building high performing teams, which can also be established in any team with a little practice.

So if your team is not yet working with retrospectives, try it out over 3 months, for example.

Tip: After each retrospective, ask the team about the “Return on Time Invest” (ROTI):

Echometer Screenshot - ROTI Score evaluates the Return on Time Invest

Via the ROTI, you have an immediate picture of how the format is being received by your team. After three iterations at the latest, come up with an average score around 8 / 10. If not, look at our eBook on moderating retrospectives.

Do you like it data-driven? Then I recommend a look at ours Analysis of 30,000 retrospectives!

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Need a team boost? Do this: The Spotify Health Check Retrospective!

First Health question: "😍 We love going to work, and have great fun working together."

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